# Reporting-definitions sheet | 121 CRM > Give every reported measure a stable meaning. Use this practical, editable-on-page structure with instructions, a fictional example and clear review limits. Give every reported measure a stable meaning. This template provides a compact working structure, prompts for the information that matters and shows how Juniper Fitness might complete it. It is guidance, not proof of legal, commercial or operational sufficiency. ## Reporting-definitions sheet at a glance Fictional completed example for Juniper Fitness, a two-site fitness studio. ## Capabilities explained ### Dashboards Combines supported widgets and filters into an operational view for ongoing monitoring. **How it works:** Aggregates eligible source data into configured dashboards, reports or exports. **Why a business would use it:** Helps a team review the few measures needed for the next decision. **Limitations:** A report reflects available source data and configuration; it does not prove causation or data completeness. **Human responsibility:** A person must interpret results, investigate gaps and decide what action is justified. ### Custom reports Builds multi-page reports from selected widgets, sections, themes and date settings. **How it works:** Aggregates eligible source data into configured dashboards, reports or exports. **Why a business would use it:** Packages relevant performance information for a particular audience instead of exporting everything. **Limitations:** A report reflects available source data and configuration; it does not prove causation or data completeness. **Human responsibility:** A person must interpret results, investigate gaps and decide what action is justified. ### Custom metrics Builds calculated measures from eligible data sources and fields, subject to plan and data-quality limits. **How it works:** Aggregates eligible source data into configured dashboards, reports or exports. **Why a business would use it:** Lets a business express a useful ratio or KPI without maintaining a separate spreadsheet formula. **Limitations:** A report reflects available source data and configuration; it does not prove causation or data completeness. **Human responsibility:** A person must interpret results, investigate gaps and decide what action is justified. ### Attribution reporting Uses captured source and journey data to report supported lead and revenue attribution views. **How it works:** Aggregates eligible source data into configured dashboards, reports or exports. **Why a business would use it:** Helps a team investigate which recorded routes contributed to an enquiry or sale. **Limitations:** A report reflects available source data and configuration; it does not prove causation or data completeness. **Human responsibility:** A person must interpret results, investigate gaps and decide what action is justified. ## Complete the reporting-definitions sheet in a short working session Bring the people who understand the source work and the people who will own the result. Complete the first version with evidence to hand, then test it rather than polishing it in isolation. ### Set a narrow scope Name the process, team, data population and decision covered by this reporting-definitions sheet. Create another record when the owner, purpose or risk is materially different. ### Use observable wording Write facts, rules and expected results that another person can inspect. Replace words such as “quick”, “complete” or “automatic” with a time, population, event or named responsibility. ### Record uncertainty Mark missing evidence and unresolved decisions openly. Do not turn an unknown entitlement, data condition or approval into a positive answer simply to complete the sheet. ## The four parts of this reporting-definitions sheet The prompts are deliberately small. Add a field only when it changes configuration, testing, ownership or a later decision. ### 1. Metric name and purpose Describe metric name and purpose for the exact scope being reviewed. Include the source of the information, the person responsible for keeping it current and the evidence that would show the entry is wrong or incomplete. ### 2. Population and period Describe population and period for the exact scope being reviewed. Include the source of the information, the person responsible for keeping it current and the evidence that would show the entry is wrong or incomplete. ### 3. Calculation and exclusions Describe calculation and exclusions for the exact scope being reviewed. Include the source of the information, the person responsible for keeping it current and the evidence that would show the entry is wrong or incomplete. ### 4. Owner, source and limitation Describe owner, source and limitation for the exact scope being reviewed. Include the source of the information, the person responsible for keeping it current and the evidence that would show the entry is wrong or incomplete. ## A completed extract for Juniper Fitness Juniper Fitness uses the template for one bounded CRM change. The example is intentionally modest: it shows the quality of a useful entry without suggesting a universal answer. ### Metric name and purpose The team wants one agreed record and owner for website enquiries received during working hours. Success means each valid enquiry has a source, owner and dated next action. ### Population and period Amina owns the working definition; Sam covers absence. The office team can edit the record, while managers can review exceptions and results. ### Calculation and exclusions The team tests five ordinary examples plus a duplicate, an opt-out, missing information and an unassigned record. Every mismatch is logged for correction. ### Owner, source and limitation A person reviews the result after two weeks. Activation or wider use proceeds only if the sample reconciles and staff can handle exceptions without a private workaround. ## Treat the template as a decision record, not a certificate A completed worksheet helps people inspect their reasoning. It does not itself establish compliance, product availability or a successful implementation. ### Check the evidence Ask whether every important statement has an identifiable source and whether that source covers the current scope. Recheck vendor capability and account configuration separately. ### Test the handover Give the record to someone who did not write it. If they cannot explain the owner, rule, exception and next action, revise the wording before relying on it. ### Set a review trigger Review after a failed test, material process change, supplier change, new channel, altered responsibility or evidence that staff are bypassing the agreed method. ## Frequently asked questions ### Can we use this reporting-definitions sheet without changing it? Use the structure as a starting point, but adapt the scope, fields, evidence and approvals to the real process. Delete prompts that do not affect a decision and add only those you can maintain. ### Is the reporting-definitions sheet a legal or compliance template? No. It is an operational planning aid. Obtain appropriate professional advice where the work involves legal, regulatory, contractual, clinical or other specialist obligations. ### Does completing the reporting-definitions sheet confirm a 121 CRM entitlement? No. Product features and account availability must be checked against the live configuration and agreed commercial scope before implementation. ### Who should approve the completed reporting-definitions sheet? The person accountable for the affected process should review it with the people responsible for data, configuration, customer communication and exception handling. ## Related CRM pages - [/crm/guides](https://121.direct/crm/guides) - [/crm/guides/crm-implementation-checklist](https://121.direct/crm/guides/crm-implementation-checklist) - [/crm/templates/crm-requirements-brief](https://121.direct/crm/templates/crm-requirements-brief) This Markdown alternative contains public product information only. It provides no access to CRM accounts, records, credentials or payment execution.