• Standard definitions and metrics
• The understanding of how users will consume data and interact with the system
To effectively create reports, make sure to follow these key best practices:
1. Reduce the data presented by focusing on the important information. For example, rather than showing two lines for revenue actuals and revenue budget, try showing one for the difference. Users can identify trends much more quickly when there are fewer objects to focus on.
2. Concentrate on important data and consolidate it into chunks. If you have two charts, use the same color for revenue on both of them. This makes it easier to interpret and see trends between them
3. Remove non-data items, especially the images, unnecessary lines and graphics. This helps the user focus on the actual data, so they can see trends and information rather than clutter.
Here is an example of two reports with the same data. The first provides a table with various colors, bold fonts and line. The second report highlights the important areas/regions. Your eyes are immediately drawn to those areas needing attention. Table two allows the user to draw accurate conclusions more effectively and in a much shorter timeframe.
These are some general practices which can be applied in most cases and will give users a much more positive experience with your reporting system. If you need help making sense of your reporting requirements, creating a coherent reporting strategy or implementing enterprise reporting, please contact us at email@example.com.