Types of Reports

This post is also available in: Español

Depending on their purpose and the profile of their recipients, we can characterize three distinct types of reports.

Dashboard

Summary report, with clear indicators on the current situation

  • Single page
  • Typical visuals: Traffic lights, KPIs, Indicators (Gauge)
  • Aimed at: command level

Analytical Reports

Detailed report with ratings

  • Multiple pages
  • Typical Visuals:
  • Line Charts, Correlation, Bar Charts, Summary Tables, Cross Tables, Comparisons.
  • Interactive (What if . .?)
  • Aimed at: analysts (marketing, budget control, etc.)

Listings

Data lists

  • Data Tables (Customer List, Product List, etc.)
  • Static
  • Filtered Information (User-Level Security)
  • Aimed at: operational level

Reports can be submitted in various media.

If we focus on on-screen reports, we can organize your content into one or more pages.

For multipage reports, it is convenient to have:

  • Cover
  • Index
  • Navigation aids between pages (links, buttons)

Reports can be published in various media.

If we focus on on-screen reports, we can organize the contents into one or more pages.

For multi page reports, it is convenient to have:

  • Cover
  • Index
  • Navigation aids between pages (links, buttons)

Leave a Comment