Reporting for a financial institute can be very difficult due to complex business rules. Reporting can be even harder when the data is about paying employees incentives/bonuses when the rules can be even more complex.

I got into a habit of writing a report/ETL Definition document for every reporting/ETL I do. Excel and Visio documents are my choices.

I don’t call this document “Requirement” or “Specification”. To me, “Requirements” should come from the requester, and ‘”Specification” should come from a business analyst.

Since I am the author of the document, my focus is what I have done in the reporting/ETL, and what business rules I have used.