{"id":12837,"date":"2020-08-26T10:43:42","date_gmt":"2020-08-26T15:43:42","guid":{"rendered":"https:\/\/www.mrc-productivity.com\/blog\/?p=12837"},"modified":"2020-09-21T17:05:29","modified_gmt":"2020-09-21T22:05:29","slug":"how-to-create-web-reports-that-your-executives-will-love","status":"publish","type":"post","link":"https:\/\/www.mrc-productivity.com\/blog\/2020\/08\/how-to-create-web-reports-that-your-executives-will-love\/","title":{"rendered":"How to create web reports that your executives will love"},"content":{"rendered":"<p><img loading=\"lazy\" decoding=\"async\" class=\"alignleft size-full wp-image-725\" src=\"https:\/\/d4ey5ve3eb27c.cloudfront.net\/img\/icons\/analytics.png\" alt=\"Education\" width=\"76\" height=\"100\"><span style=\"font-size: 14px;\"><em>Summary: As business data explodes at a surprising pace, many companies still struggle with reporting. They create reports that confuse or overwhelm their executives\u2013hampering their ability to make decisions. What do your executives think about their reports? In this article, we explore a few ways to give them reports that they love.<\/em><\/span><br \/>\n<a name=\"20180321\"><\/a><!--more--><br \/>\n<img decoding=\"async\" src=\"https:\/\/d4ey5ve3eb27c.cloudfront.net\/img\/blog\/enterprise-reporting-software-v2.jpg\"><\/p>\n<p>Tell me: Are you happy with your <a href=\"https:\/\/www.mrc-productivity.com\/solutions\/reporting.html\">business intelligence reporting software<\/a>? Or, perhaps a better question: Are your executives happy with your reporting? If you answered \u201cYes\u201d to both questions, I applaud you. But, you may very well be in the minority.<\/p>\n<p>You see, reporting is a perpetual problem. It was a problem 30 years ago. It\u2019s still a problem today. Case in point: In the conferences, we attended last year, reporting is still a huge topic of conversation&#8230;but not in a good way. Many of the executives we spoke with voiced their displeasure over their company\u2019s reporting.<\/p>\n<p>The big question: How can you improve your reporting? How can you create web reports that your executives will love? In this article, I&#8217;d like to explore a few steps you can take.<\/p>\n<h3>Start with the data<\/h3>\n<p>I hesitate to even add this point because it seems so obvious. But, I include it for one big reason: It&#8217;s still a problem for many businesses. I still run across businesses who base their reporting efforts off of potentially unsafe data sources (cough, cough&#8230;spreadsheets).<\/p>\n<p>One of the biggest questions to ask before creating a report: Where is your data coming from?<\/p>\n<p>This is an important question for a couple of reasons: <\/p>\n<ul>\n<li><strong>Validity<\/strong>: Is your data coming from a trusted source? Building a great report over faulty data is perhaps the biggest reporting mistake you can make. Why? If that data is used for decision-making, it will produce flawed decisions. This will erode trust and credibility in your reporting efforts. Executives will learn to question the data, and may even ignore the reports altogether.<\/li>\n<li><strong>Freshness: <\/strong>How old is the data in the report? Is it a few days old or real-time? Of course, not every report needs real-time data. But, any reporting option you use should have the ability to deliver real-time reports. I can&#8217;t tell you how often I run across spreadsheet-driven reporting processes that take days to deliver (outdated) reports.<\/li>\n<\/ul>\n<p>How can you create reports over fresh and clean data? It all starts with the source. For instance, is your data coming from a spreadsheet or a database? If it\u2019s in a spreadsheet, how many people have manipulated that data? Who has access to it? If it\u2019s in a database, how does it get there? Is it manually entered? <\/p>\n<p>If I could boil all of those questions into one point, it&#8217;s this: The more touchpoints a dataset has, the less reliable it becomes. If your data must be manipulated manually before generating a report, be wary of its accuracy.<\/p>\n<blockquote style=\"line-height: 1.7em; background-image: none; margin-left: 0; padding-left: 18px; height: auto;\"><p>\n\u201cLearn and test the data: Nothing loses trust in a visualization faster than questions about validity of the underlying data,\u201d says Travis James Fell MBA, CSPO, CDMP, Product Manager at <a href=\"https:\/\/hypori.com\/\" target=\"_blank\" rel=\"noopener\"><span style=\"color: red; font-weight: bold;\">Hypori<\/span><\/a>. \u201cVisualization developers do not have to do the actual data architecture and engineering work to provide data, but they need to know the source, be familiar with the data transformations and speak to the data quality.\u201d\n<\/p><\/blockquote>\n<h3>Understand the user<\/h3>\n<p><img decoding=\"async\" src=\"https:\/\/d4ey5ve3eb27c.cloudfront.net\/img\/blog\/embedded-users.jpg\"><\/p>\n<p>Before you create any report, ask this question: Who is using it? And no, this isn&#8217;t about identifying a job title. It&#8217;s about truly understanding what the user wants and needs.<\/p>\n<p>Before making any report, talk to the user. Ask questions like:<\/p>\n<ul>\n<li>What are your goals for this report? <\/li>\n<li>What metrics do you care about?<\/li>\n<li>What actions will this report lead to?<\/li>\n<\/ul>\n<p>That last question is extra important, as it exposes the entire goal of the report. If they can identify an actionable goal, you can focus your efforts around it. On the flip side, if a report won\u2019t drive any actions for the user, is it worth creating?<\/p>\n<blockquote style=\"line-height: 1.7em; background-image: none; margin-left: 0; padding-left: 18px; height: auto;\"><p>\n\u201cBe aware of who you are creating reports for,\u201d says Saheen C Najeeb, Digital Marketing Analyst at <a href=\"https:\/\/www.fingent.com\/\" target=\"_blank\" rel=\"noopener\"><span style=\"color: red; font-weight: bold;\">Fingent<\/span><\/a>. \u201cThis goes a long way in being able to add the relevant data and helps avoid the irrelevant bits of information making your reports crisp and effective.\u201d\n<\/p><\/blockquote>\n<h3>Keep it simple (yet actionable)<\/h3>\n<p>Executives are busy. They don&#8217;t have time to sift through mountains of data. After all, that&#8217;s what the report is for. <\/p>\n<p>Yet, many reports still make the same mistake: They&#8217;re loaded with irrelevant data. They&#8217;re filled with data that ultimately doesn\u2019t support the decision-making process.<\/p>\n<p>The result: Executives are stuck with overwhelming reports. They&#8217;re forced to pick the important points out of a sea of data&#8230;if they have time.<\/p>\n<p>The correct approach: Keep it simple. As mentioned in the last point, start with the user&#8217;s goals for each report. What KPIs will drive this goal? Once you understand that, focus your report around those KPIs. Keep it simple and to the point. Don\u2019t try to fill the report with unnecessary data.<\/p>\n<blockquote style=\"line-height: 1.7em; background-image: none; margin-left: 0; padding-left: 18px; height: auto;\"><p>\n\u201cDon&#8217;t fill your reports with superfluous data or meaningless explanations,\u201d says Phil Strazzulla, CEO &#038; Founder, <a href=\"https:\/\/www.selectsoftwarereviews.com\/\" target=\"_blank\" rel=\"noopener\"><span style=\"color: red; font-weight: bold;\">Select Software Reviews<\/span><\/a>. \u201cThe purpose of a report is to tell me what, not why. Give me the state of things and the path forward, not a post-mortem of the last quarter.\u201d\n<\/p><\/blockquote>\n<h3>Make it interactive<\/h3>\n<p><img decoding=\"async\" src=\"https:\/\/d4ey5ve3eb27c.cloudfront.net\/img\/industry\/production-reporting.png\"><\/p>\n<p>While you should focus your report on a goal and keep it simple, that doesn\u2019t mean they should be static. For instance, what if the executive wants to see the data in a different way, filter or sort that data, or drill down into more details? If you hand them static reports, that&#8217;s impossible. <\/p>\n<p>Modern reports should be interactive. They must allow for filtering, sorting, and drill-downs \u2013 letting your executives view the data from multiple angles without going back to you for changes. <\/p>\n<p>The great part about <a href=\"https:\/\/crazybikes.com\/CRAZYBIKES.R00090s\">interactive reports<\/a>: They function statically or interactively. They can still deliver all of the necessary information without any interaction from the user. But, the ability to drill deeper or view the data from another angle still exists should they want it.<\/p>\n<blockquote style=\"line-height: 1.7em; background-image: none; margin-left: 0; padding-left: 18px; height: auto;\"><p>\n\u201cInteractive reports are a game-changer for busy managers,\u201d Ty Stewart, CEO &#038; President of <a href=\"https:\/\/simplelifeinsure.com\/\" target=\"_blank\" rel=\"noopener\"><span style=\"color: red; font-weight: bold;\">Simple Life Insure<\/span><\/a>. \u201cMany don&#8217;t have time to sift through vast amounts of data to answer one question or two specific questions. Interactive report functions allow detailed filtering so we can get what we need right away, when we need it.\u201d\n<\/p><\/blockquote>\n<h3>Use visual cues<\/h3>\n<p><img decoding=\"async\" src=\"https:\/\/d4ey5ve3eb27c.cloudfront.net\/img\/industry\/financial-reporting.png\"><\/p>\n<p>Now, you can place the right data in the report. You can focus on the KPIs and keep things simple and to the point. But, it might all go to waste if you don&#8217;t incorporate visual cues. <\/p>\n<p>How does the human eye process visual cues? According to this <a href=\"https:\/\/www.interaction-design.org\/literature\/article\/visual-hierarchy-organizing-content-to-follow-natural-eye-movement-patterns\">article<\/a>, our eyes automatically process and rank visual data based on certain factors:<\/p>\n<p><strong>Size<\/strong> \u2013 Our eyes are drawn to larger elements. When it comes to reporting, use that to your advantage. Emphasize the most important data with a larger size.<\/p>\n<p><strong>Color<\/strong> \u2013 Our eyes are drawn to bright colors. Incorporate conditional formatting into your reports. For instance, highlight low growth rates or poor performance in red. High growth rates or great performance should be highlighted in green. Conditional formatting like this helps executives understand the numbers at a glance. <\/p>\n<p><strong>Contrast<\/strong> \u2013 Stark differences between elements is a good way to draw the user\u2019s eye to the brighter one. <\/p>\n<p><strong>Repetition<\/strong> \u2013 Repeated elements draws the user\u2019s eye. For example, you could emphasize all of the data you want to highlight using a specific color.<\/p>\n<p><strong>Proximity<\/strong> \u2013 When elements are in close proximity to one another, users assume they\u2019re related. Group related data together while separating unrelated data with whitespace.<\/p>\n<p><strong>Texture and Style<\/strong> \u2013 Emphasize actions or data using distinct textures\/styles. For instance, use a specific button to highlight actions that you want the user to take.<\/p>\n<p>Now, we\u2019re just scratching the surface here. If you\u2019re responsible for reporting, I encourage you to educate yourself on visual design. You\u2019ll create reports that display both useful information AND make it easy to understand. And, of course, don&#8217;t forget to incorporate data visualizations to really drive your points home.<\/p>\n<blockquote style=\"line-height: 1.7em; background-image: none; margin-left: 0; padding-left: 18px; height: auto;\"><p>\n\u201cThe age-old adage of keeping reports simple still holds true,\u201d says Najeeb. \u201cBut simple doesn\u2019t mean boring. Using data visualization you can create engaging reports that are simple and effective at conveying the data.\u201d\n<\/p><\/blockquote>\n<h3>Make it proactive<\/h3>\n<p><img decoding=\"async\" src=\"https:\/\/d4ey5ve3eb27c.cloudfront.net\/img\/blog\/workflow-interface.jpg\"><\/p>\n<p>The problem with most reports: They\u2019re only effective if the user is physically looking at it. As soon as they step away, it\u2019s not very useful. How can you drive action if you can\u2019t control when the executives use the report?<\/p>\n<p>I believe reports should have a proactive element. Any reporting tool worth its salt should offer some type of automation options. These options let your reports respond to changes in data automatically, or perform tasks based on pre-determined events.<\/p>\n<p>For instance, suppose there&#8217;s a KPI that an executive wants to closely monitor. You can set up email or SMS alerts to notify him\/her when key data points rise or fall beyond pre-set numbers. It should alert them to a problem as it\u2019s happening, with a link to the report so they can dive into the data. In this way, you can create reports that are useful all of the time&#8211;not just when someone looks at them. <\/p>\n<h3>Make it accessible anywhere<\/h3>\n<p>How will the executive access the report? Maybe they\u2019ll view it on a PC. Maybe they\u2019ll view it on a tablet. Maybe they\u2019ll view it on a smartphone. Modern web applications (including reports) must adapt to any device. <\/p>\n<p>Going one step further, some prefer to consume the data outside of the screen. Many executives prefer to print their reports, and go through everything on paper. But, without a well-formatted print version, the report will be nearly unreadable. It&#8217;s important that you account for every potential format when creating the report.<\/p>\n<h3>Summary<\/h3>\n<p>These are just a ways to create reports that executives will love, but I&#8217;m sure the list could be longer. Would you add anything to this list? Feel free to comment below!<\/p>\n<div id=\"sendgrid_nlvx_widget-2\" class=\"widget widget_sendgrid_nlvx_widget\" style=\"padding-bottom: 10px;width: auto;text-align: center;background-color: #edeff4;border: 1px solid #d1d1d1\">\r\n\r\n<h3 class=\"widget-title\" style=\"font-size: 18px;margin-top: 28px;font-weight: 400;margin-bottom:25px\">If you enjoyed this article, sign up for email updates<\/h3>\r\n<p>Sign up below, and we'll notify you of new blog articles via email. We value your privacy and will never share or sell your information. To learn more about how we handle data, please review our <a href=\"https:\/\/www.mrc-productivity.com\/about\/privacy.html\">privacy policy<\/a>.\r\n\r\n\r\n<\/div>\n","protected":false},"excerpt":{"rendered":"<p>Summary: As business data explodes at a surprising pace, many companies still struggle with reporting. They create reports that confuse or overwhelm their executives\u2013hampering their ability to make decisions. What do your executives think about their reports? In this article, we explore a few ways to give them reports that they love.<\/p>\n","protected":false},"author":4,"featured_media":0,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"site-sidebar-layout":"default","site-content-layout":"default","ast-global-header-display":"","ast-main-header-display":"","ast-hfb-above-header-display":"","ast-hfb-below-header-display":"","ast-hfb-mobile-header-display":"","site-post-title":"","ast-breadcrumbs-content":"","ast-featured-img":"","footer-sml-layout":"","theme-transparent-header-meta":"","adv-header-id-meta":"","stick-header-meta":"","header-above-stick-meta":"","header-main-stick-meta":"","header-below-stick-meta":"","slim_seo":{"title":"How to create web reports that your executives will love - mrc&#039;s Cup of Joe Blog","description":"Summary: As business data explodes at a surprising pace, many companies still struggle with reporting. They create reports that confuse or overwhelm their execu"},"footnotes":""},"categories":[8],"tags":[23],"class_list":["post-12837","post","type-post","status-publish","format-standard","hentry","category-education","tag-web-reporting"],"_links":{"self":[{"href":"https:\/\/www.mrc-productivity.com\/blog\/wp-json\/wp\/v2\/posts\/12837","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.mrc-productivity.com\/blog\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.mrc-productivity.com\/blog\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.mrc-productivity.com\/blog\/wp-json\/wp\/v2\/users\/4"}],"replies":[{"embeddable":true,"href":"https:\/\/www.mrc-productivity.com\/blog\/wp-json\/wp\/v2\/comments?post=12837"}],"version-history":[{"count":8,"href":"https:\/\/www.mrc-productivity.com\/blog\/wp-json\/wp\/v2\/posts\/12837\/revisions"}],"predecessor-version":[{"id":12857,"href":"https:\/\/www.mrc-productivity.com\/blog\/wp-json\/wp\/v2\/posts\/12837\/revisions\/12857"}],"wp:attachment":[{"href":"https:\/\/www.mrc-productivity.com\/blog\/wp-json\/wp\/v2\/media?parent=12837"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.mrc-productivity.com\/blog\/wp-json\/wp\/v2\/categories?post=12837"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.mrc-productivity.com\/blog\/wp-json\/wp\/v2\/tags?post=12837"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}