If you’ve ever searched for a reporting solution, you quickly learned one thing: There are a ton of options. How do you know which is right for your company? Or, taking a step back…what makes for good reporting software?

The answer to that question largely lies in your company’s needs. However, I do believe that all “enterprise-class” reporting solutions must have certain essential features. Today, I’d like to lay those features out in a simple, 15-point reporting software checklist.

Now, I won’t get into the high-level aspects of reporting software, like open architecture and broad database support. Chances are, you already understand the importance of avoiding proprietary solutions that tie you to a single platform/database.

I also won’t get into vague features, like ease-of-use (everyone says that). Rather, let’s focus on very specific aspects of good reporting software–something I like to call “Yes/No” aspects. These are specific features that a reporting solution either has, or doesn’t have. You can ask the vendor, “Do you have_____?”, and they have to answer “Yes” or “No.” Simple as that.

Ready? Here’s a short checklist of must-have features to look for in a reporting solution. For your convenience, I’ve broken the features up into 3 different sections: …

Here’s a 15-point reporting software checklistRead More »

Tell me: Are you happy with your reporting? Or, perhaps a better question: Are your executives happy with your reporting? If you answered “Yes” to both questions, I applaud you. But, you are in the minority.

Reporting is a perpetual problem. It was a problem 30 years ago. It’s still a problem today. Case in point: We recently attended a conference, and reporting was one of the biggest topics of conversation…but not in a good way. Many of the executives we spoke with voiced their displeasure over their company’s reporting.

The big question: How can you improve your reporting? How can you create web reports that your executives will love? While I’ve frequently written about reporting in the past, today I’m taking a new approach. To help answer that question, we’ve solicited input from other experts in the field, and have compiled their advice (as well as some of my own) below. I hope you find it useful: …

How to create web reports your executives loveRead More »

When your boss (or any other executive in your company) asks for a web report, what do you create? Do you create a standard web report that displays the necessary data, includes some interactive charts and graphs, and lets the user drill down to more details?

Those are all nice features, but they’re fairly standard. What can you do to make that report really stand out? What can you do to make your boss say, “Wow!”?

I have some ideas that might help you. If you want to create reports that really stand out, they should… …

5 uncommon reporting features that will impress your bossRead More »

Are you struggling to manage your data? Is reporting a complicated job? If so, I have a story you’ll want to read. It’s about a business that was comprised of 15 different companies representing 8 different industries spread out over 50 locations across the United States. Sound complicated? It was. As you might imagine, managing the steady stream of data was time consuming and difficult.

What did they do? They found a flexible reporting option that brought all of their data together, turning their complex data management into a simple task. To learn how they did it, you can read the whole story right here.

I believe we’re seeing a shift in IT responsibilities. As more and more computer-savvy employees enter the workforce, many of the traditional IT-specific tasks are being handled by the end user. For example, simple tasks like plugging in a monitor or keyboard are easily handled by most end users.

The same is true for business software. Certain task, which used to require highly technical software, can now be handled directly by the users (with the right software). For example, reporting used to be an IT task. The only reporting option for end users went through the IT department. Now, many of the enterprise reporting options are simple enough for end users. If an end user needs a report, they can either build their own, or access a pre-built web-based report that pulls data from the database in real-time. …

6 must-have features of good reporting softwareRead More »

Have you ever purchased business software, only to realize later that it didn’t quite meet every requirement? Maybe you overlooked a requirement, or maybe you assumed certain capabilities were standard, but they weren’t.

If you’re looking around at reporting tools, I want to help you avoid that mistake. The first (and most important) piece of advice is this: Never assume. Don’t just assume that every tool is created equal, or has similar features. Some tools may look impressive, but completely leave out some “basic” features.

So, what do you look for in a reporting tool? Obviously, the requirements vary by company, but I believe that certain elements are essential in a good reporting tool. What are they? We’ve put together a handy list of 6 essential elements you should look for in any good reporting solution. I hope you find it useful!