{"id":9231,"date":"2020-02-12T17:06:24","date_gmt":"2020-02-12T09:06:24","guid":{"rendered":"https:\/\/www.finereport.com\/en\/?p=9231"},"modified":"2021-01-14T19:00:35","modified_gmt":"2021-01-14T11:00:35","slug":"report-designing","status":"publish","type":"post","link":"https:\/\/frg.fineres.com\/en\/2020\/02\/12\/report-designing\/","title":{"rendered":"Effective Report Design: a step-by-step guide"},"content":{"rendered":"\n<p>The design of reports can be considered from two aspects: layout and system. You may have seen many articles emphasize how to improve the layout of the report. Today, let\u2019s learn the report designing from the perspective of the report system.&nbsp;No matter what&nbsp;<a href=\"https:\/\/www.finereport.com\/en\/reporting-tools\/top-10-types-of-report-examples-and-designing.html\">type of report<\/a>&nbsp;you\u2019re designing, with the guidelines below, your report will catch your boss\u2019s eyes.&nbsp;<\/p>\n\n\n\n<br> <\/br>\n\n\n\n<h2>1.The Basics of Report Designing&nbsp;<\/h2>\n\n\n\n<p>Before designing the reports, the most important is to understand users\u2019 demands, which is the basis of designing the reports. You can use \u20185W1H\u2019 to refine the requirements.<\/p>\n\n\n\n<div class=\"wp-block-image\"><figure class=\"aligncenter\"><a href=\"https:\/\/www.finereport.com\/en\/wp-content\/uploads\/2019\/12\/2019122413I.png\"><img loading=\"lazy\" width=\"1436\" height=\"810\" src=\"https:\/\/www.finereport.com\/en\/wp-content\/uploads\/2019\/12\/2019122413I.png\" alt=\"before designing the report\" class=\"wp-image-9121\" srcset=\"https:\/\/frg.fineres.com\/en\/wp-content\/uploads\/2019\/12\/2019122413I.png 1436w, https:\/\/frg.fineres.com\/en\/wp-content\/uploads\/2019\/12\/2019122413I-300x169.png 300w, https:\/\/frg.fineres.com\/en\/wp-content\/uploads\/2019\/12\/2019122413I-768x433.png 768w, https:\/\/frg.fineres.com\/en\/wp-content\/uploads\/2019\/12\/2019122413I-1024x578.png 1024w\" sizes=\"(max-width: 1436px) 100vw, 1436px\" \/><\/a><\/figure><\/div>\n\n\n\n<ul><li>Why- Why designing this report?&nbsp;<\/li><li>What- What information this report need to cover?<\/li><li>Who- Who are the end-users?<\/li><li>When- When reading these reports? ( The frequency and the regular time)<\/li><li>Where- Where to publish and put this report?<\/li><li>How- How to design this report?<\/li><\/ul>\n\n\n\n<p>After you understand the requirements, you can start designing.<\/p>\n\n\n\n<br> <\/br>\n\n\n\n<h2>2. Report Design Guidelines<\/h2>\n\n\n\n<h3>2.1 Clarify the report topic and KPIs<\/h3>\n\n\n\n<p>The core of the reports can be KPIs or some critical points in the project. These can be called the report topic.&nbsp;<\/p>\n\n\n\n<p>One of the report tasks is to \u201cpaint a picture\u201d of a business topic with multiple associated metrics with a hierarchy.<\/p>\n\n\n\n<p>e.g., If the topic is \u2018income,\u2019 the reports will involve the source of revenue, what factors affect income, income trends, whether KPI of the cycle can be achieved.&nbsp;<\/p>\n\n\n\n<p>e.g., If you focus on user growth, you can sort through the user categories, the key metrics of each AARRR phases, the results of products or operational activities related to user growth, ROIs, and so on.<\/p>\n\n\n\n<p>e.g., If you focus on the channel entry, you will pay attention to the metrics associated with channel quality such as traffic, conversion rates, user value, ROI, etc.,&nbsp;<\/p>\n\n\n\n<figure class=\"wp-block-image\"><a href=\"https:\/\/www.finereport.com\/en\/wp-content\/uploads\/2019\/11\/2019110806I.jpg\"><img loading=\"lazy\" width=\"850\" height=\"460\" src=\"https:\/\/www.finereport.com\/en\/wp-content\/uploads\/2019\/11\/2019110806I.jpg\" alt=\"determine the KPI\" class=\"wp-image-8678\" srcset=\"https:\/\/frg.fineres.com\/en\/wp-content\/uploads\/2019\/11\/2019110806I.jpg 850w, https:\/\/frg.fineres.com\/en\/wp-content\/uploads\/2019\/11\/2019110806I-300x162.jpg 300w, https:\/\/frg.fineres.com\/en\/wp-content\/uploads\/2019\/11\/2019110806I-768x416.jpg 768w\" sizes=\"(max-width: 850px) 100vw, 850px\" \/><\/a><figcaption>From Google<\/figcaption><\/figure>\n\n\n\n<p>Different business scenarios have different business topics. The key indicators and report structures will also be different. But the train of thought is similar:&nbsp;<\/p>\n\n\n\n<ul><li>What are the key metrics of KPIs to focus on in this scenario?<\/li><li>What factors influence these core indicators?<\/li><li>What links are involved in this scenario?<\/li><li>How end-users read or use data?<\/li><\/ul>\n\n\n\n<p>After sorting out these four questions, it will be clear the indicators under the report subject and the structure of reports.<\/p>\n\n\n\n<figure class=\"wp-block-image\"><a href=\"https:\/\/www.finereport.com\/en\/activation\"><img src=\"https:\/\/www.finereport.com\/en\/wp-content\/uploads\/2019\/12\/FR-Free.png\" alt=\"free report design software\"\/><\/a><\/figure>\n\n\n\n<br> <\/br>\n\n\n\n<h3>2.2 Determine the source of&nbsp; the data&nbsp;<\/h3>\n\n\n\n<ul><li>Which database are the data from? ERP database? CRM database? Enterprise data warehouse?<\/li><li>What type of database? Oracle? MySql? SQL Server? BW? Hana? Greenplum?<\/li><li>What database tables are the data from? What kind of join relationships are these tables?<\/li><\/ul>\n\n\n\n<p>Here, I would recommend you use&nbsp;<a href=\"https:\/\/www.finereport.com\/en\/\" target=\"_blank\" rel=\"noreferrer noopener\">report software<\/a>&nbsp;to support multiple databases. For example, FineReport supports all popular databases and allows you to integrate data from different sources. Therefore, wherever your data is in, you can conveniently combine these data to have a comprehensive view.&nbsp;<\/p>\n\n\n\n<figure class=\"wp-block-image\"><a href=\"https:\/\/www.finereport.com\/en\/wp-content\/uploads\/2019\/12\/2019122414I.png\"><img loading=\"lazy\" width=\"820\" height=\"500\" src=\"https:\/\/www.finereport.com\/en\/wp-content\/uploads\/2019\/12\/2019122414I.png\" alt=\"\" class=\"wp-image-9123\" srcset=\"https:\/\/frg.fineres.com\/en\/wp-content\/uploads\/2019\/12\/2019122414I.png 820w, https:\/\/frg.fineres.com\/en\/wp-content\/uploads\/2019\/12\/2019122414I-300x183.png 300w, https:\/\/frg.fineres.com\/en\/wp-content\/uploads\/2019\/12\/2019122414I-768x468.png 768w\" sizes=\"(max-width: 820px) 100vw, 820px\" \/><\/a><figcaption>From FineReport<\/figcaption><\/figure>\n\n\n\n<br> <\/br>\n\n\n\n<h3>2.3 Analyze the data on the report to correspond to the fields of the underlying database table<\/h3>\n\n\n\n<p>In this step, you should pay attention to:&nbsp;<\/p>\n\n\n\n<ul><li>The data on the report comes from which field of which table?<\/li><li>Whether the data is directly from the corresponding fields of the database table\uff1f Or whether it needs to be processed, such as string interception or date format conversion.<\/li><\/ul>\n\n\n\n<br> <\/br>\n\n\n\n<h3>2.4 Determine the filtering criteria<\/h3>\n\n\n\n<p>There is a large amount of business data in the database; if no filtering standards are added, all the business data will be extracted by default. If the data volume is large, the front-end tools will crash, and the database may also be down. Therefore, data filtering criteria need to be added to control the data range during report preparation.<\/p>\n\n\n\n<p>Most reports have time filtering conditions, such as annual reports that need to be filtered by year, a quarterly report by quarter, monthly reports by month.<\/p>\n\n\n\n<figure class=\"wp-block-image\"><a href=\"https:\/\/www.finereport.com\/en\/wp-content\/uploads\/2019\/11\/2019112805I.gif\"><img loading=\"lazy\" width=\"1254\" height=\"634\" src=\"https:\/\/www.finereport.com\/en\/wp-content\/uploads\/2019\/11\/2019112805I.gif\" alt=\"\" class=\"wp-image-8797\"\/><\/a><figcaption>From FineReport<\/figcaption><\/figure>\n\n\n\n<br> <\/br>\n\n\n\n<h3>2.5 Choose the elements to display the data.<\/h3>\n\n\n\n<ul><li>How is the data presented in the report? Tables or charts?<\/li><li>If it is tabular, using the row to list, column to list, or cross to list?<\/li><li>If it is a chart report, using the pie chart, bar chart, line chart or some other charts?<\/li><\/ul>\n\n\n\n<p>Here, you can refer to the&nbsp;<a href=\"https:\/\/www.finereport.com\/en\/data-visualization\/top-16-types-of-chart-in-data-visualization.html\">Top 16 Types of Chart in Data Visualization<\/a>&nbsp;or&nbsp;<a rel=\"noreferrer noopener\" href=\"https:\/\/www.finereport.com\/en\/data-visualization\/data-visualization-2.html\" target=\"_blank\">Top 7 Most Common Data Visualization Types<\/a>&nbsp;to select the proper charts.<\/p>\n\n\n\n<figure class=\"wp-block-image\"><a href=\"https:\/\/www.finereport.com\/en\/wp-content\/uploads\/2019\/12\/2019121415I.png\"><img loading=\"lazy\" width=\"1264\" height=\"596\" src=\"https:\/\/www.finereport.com\/en\/wp-content\/uploads\/2019\/12\/2019121415I.png\" alt=\"types of chart\" class=\"wp-image-9137\" srcset=\"https:\/\/frg.fineres.com\/en\/wp-content\/uploads\/2019\/12\/2019121415I.png 1264w, https:\/\/frg.fineres.com\/en\/wp-content\/uploads\/2019\/12\/2019121415I-300x141.png 300w, https:\/\/frg.fineres.com\/en\/wp-content\/uploads\/2019\/12\/2019121415I-768x362.png 768w, https:\/\/frg.fineres.com\/en\/wp-content\/uploads\/2019\/12\/2019121415I-1024x483.png 1024w\" sizes=\"(max-width: 1264px) 100vw, 1264px\" \/><\/a><figcaption>From FineReport<\/figcaption><\/figure>\n\n\n\n<br> <\/br>\n\n\n\n<h3>2.6 Modify the details of the reports<\/h3>\n\n\n\n<p>Does the data on the report involve some enhanced display, such as sorting, grouping, summarizing, ranking, and warning?<\/p>\n\n\n\n<ul><li>Should the data in the table be displayed in ascending or descending order according to some condition?<\/li><li>Does the data need to be categorized according to a condition that brings together data of the same attribute?<\/li><li>Does the data need to be summarized by category or as a whole?<\/li><li>Does the data in the table need to be formatted according to some criteria? For example, data above the specified threshold is highlighted with a green background, and data below the specified threshold is highlighted with a red background.<\/li><\/ul>\n\n\n\n<br> <\/br>\n\n\n\n<h3>2.7&nbsp; Where to publish the report after designed?<\/h3>\n\n\n\n<ul><li>Publish to the reports management platform or the mobile terminal?<\/li><li>Does it need to sent regularly by email?<\/li><li>Does it need to be exported to other formats such as Word, Excel, and PDF?<\/li><\/ul>\n\n\n\n<br> <\/br>\n\n\n\n<h2>3.Report design software<\/h2>\n\n\n\n<p>In general, there are two types of report design software. One is for the personal report. This type of reporting designer tool is suitable for creating a report with static data. When you\u2019ve got the data you want to present, such as presenting an annual company report, sales report, budget report in the meeting. This kind of report design software such as&nbsp;<a href=\"https:\/\/www.canva.com\/\">Canva<\/a>&nbsp;will be your good choice.<\/p>\n\n\n\n<figure class=\"wp-block-image\"><a href=\"https:\/\/www.finereport.com\/en\/wp-content\/uploads\/2020\/02\/2020020801I.png\"><img loading=\"lazy\" width=\"2560\" height=\"1446\" src=\"https:\/\/www.finereport.com\/en\/wp-content\/uploads\/2020\/02\/2020020801I.png\" alt=\"\" class=\"wp-image-9316\" srcset=\"https:\/\/frg.fineres.com\/en\/wp-content\/uploads\/2020\/02\/2020020801I.png 2560w, https:\/\/frg.fineres.com\/en\/wp-content\/uploads\/2020\/02\/2020020801I-300x169.png 300w, https:\/\/frg.fineres.com\/en\/wp-content\/uploads\/2020\/02\/2020020801I-768x434.png 768w, https:\/\/frg.fineres.com\/en\/wp-content\/uploads\/2020\/02\/2020020801I-1024x578.png 1024w\" sizes=\"(max-width: 2560px) 100vw, 2560px\" \/><\/a><figcaption>From Canva<\/figcaption><\/figure>\n\n\n\n<p>Another type of report designer is more professional. When you need to design reports for various departments to make reports of the company, the data is huge and dynamic, and the information has many dimensions. In this situation, professional report design software like FineReport is better.<\/p>\n\n\n\n<figure class=\"wp-block-image\"><a href=\"https:\/\/www.finereport.com\/en\/wp-content\/uploads\/2019\/11\/2019111901I.gif\"><img loading=\"lazy\" width=\"1265\" height=\"679\" src=\"https:\/\/www.finereport.com\/en\/wp-content\/uploads\/2019\/11\/2019111901I.gif\" alt=\"report design software interface \" class=\"wp-image-8746\"\/><\/a><figcaption>From FineReport<\/figcaption><\/figure>\n\n\n\n<p><a style=\"color: #fff; background-color: #2849f7; border: none; border-radius: 20px; width: 180px; height: 40px; font-size: 16px; line-height: 26px; display: inline-block; padding: 6px 12px; margin-bottom: 0; text-align: center;\" href=\"\/en\/activation\">Free Download<\/a><\/p>\n\n\n\n<br> <\/br>\n\n\n\n<h2>4. Benefits of designing reports with FineReport&nbsp;<\/h2>\n\n\n\n<p>Here are some additional benefits of using&nbsp;<a href=\"https:\/\/www.finereport.com\/en\/\" target=\"_blank\" rel=\"noreferrer noopener\">FineReport<\/a>&nbsp;to design your report&nbsp;<\/p>\n\n\n\n<br> <\/br>\n\n\n\n<h3>4.1 Easy to use<\/h3>\n\n\n\n<p>The Excel-like interface and the drag-and-drop mode makes anyone can quickly create a web report without additional learning or code knowledge.&nbsp;<\/p>\n\n\n\n<br> <\/br>\n\n\n\n<h3>4.2 Flexible report design choice<\/h3>\n\n\n\n<p>There are three types of reports that allow you to design reports of various functional styles to meet the needs of various data analysis scenarios.<\/p>\n\n\n\n<ul><li>General Report<\/li><li>Aggregation Report: an innovative design for you to create irregular reports freely<\/li><\/ul>\n\n\n\n<div class=\"wp-block-image\"><figure class=\"aligncenter\"><a href=\"https:\/\/www.finereport.com\/en\/wp-content\/uploads\/2019\/11\/Aggregation-report.png\"><img loading=\"lazy\" width=\"1708\" height=\"1022\" src=\"https:\/\/www.finereport.com\/en\/wp-content\/uploads\/2019\/11\/Aggregation-report.png\" alt=\"report design examples\" class=\"wp-image-8709\" srcset=\"https:\/\/frg.fineres.com\/en\/wp-content\/uploads\/2019\/11\/Aggregation-report.png 1708w, https:\/\/frg.fineres.com\/en\/wp-content\/uploads\/2019\/11\/Aggregation-report-300x180.png 300w, https:\/\/frg.fineres.com\/en\/wp-content\/uploads\/2019\/11\/Aggregation-report-768x460.png 768w, https:\/\/frg.fineres.com\/en\/wp-content\/uploads\/2019\/11\/Aggregation-report-1024x613.png 1024w\" sizes=\"(max-width: 1708px) 100vw, 1708px\" \/><\/a><\/figure><\/div>\n\n\n\n<ul><li>Dashboard: you can drag-and-drop the components to design your dashboard on a canvas-like interface&nbsp;<\/li><\/ul>\n\n\n\n<div class=\"wp-block-image\"><figure class=\"aligncenter\"><a href=\"https:\/\/www.finereport.com\/en\/wp-content\/uploads\/2019\/05\/2019050901A-1.jpg\"><img loading=\"lazy\" width=\"819\" height=\"494\" src=\"https:\/\/www.finereport.com\/en\/wp-content\/uploads\/2019\/05\/2019050901A-1.jpg\" alt=\"report design template\" class=\"wp-image-8846\" srcset=\"https:\/\/frg.fineres.com\/en\/wp-content\/uploads\/2019\/05\/2019050901A-1.jpg 819w, https:\/\/frg.fineres.com\/en\/wp-content\/uploads\/2019\/05\/2019050901A-1-300x181.jpg 300w, https:\/\/frg.fineres.com\/en\/wp-content\/uploads\/2019\/05\/2019050901A-1-768x463.jpg 768w\" sizes=\"(max-width: 819px) 100vw, 819px\" \/><\/a><\/figure><\/div>\n\n\n\n<br> <\/br>\n\n\n\n<h3>4.3 Cool Visualization elements<\/h3>\n\n\n\n<p>FineReport provides 5 types of self-developed charts and more than 60 chart styles, mainly covering all the basic charts on the market, all of which are self-developed HTML5 charts with excellent dynamic effects and powerful interactive experience.<\/p>\n\n\n\n<div class=\"wp-block-image\"><figure class=\"aligncenter\"><a href=\"https:\/\/www.finereport.com\/en\/wp-content\/uploads\/2019\/12\/2019121415I.png\"><img loading=\"lazy\" width=\"1264\" height=\"596\" src=\"https:\/\/www.finereport.com\/en\/wp-content\/uploads\/2019\/12\/2019121415I.png\" alt=\"\" class=\"wp-image-9137\" srcset=\"https:\/\/frg.fineres.com\/en\/wp-content\/uploads\/2019\/12\/2019121415I.png 1264w, https:\/\/frg.fineres.com\/en\/wp-content\/uploads\/2019\/12\/2019121415I-300x141.png 300w, https:\/\/frg.fineres.com\/en\/wp-content\/uploads\/2019\/12\/2019121415I-768x362.png 768w, https:\/\/frg.fineres.com\/en\/wp-content\/uploads\/2019\/12\/2019121415I-1024x483.png 1024w\" sizes=\"(max-width: 1264px) 100vw, 1264px\" \/><\/a><\/figure><\/div>\n\n\n\n<br>  <\/br>\n\n\n\n<h3>4.4 Rich report design templates<\/h3>\n\n\n\n<p>Report templates that built-in the FineReport cover a variety of scenarios and industries. These templates are well-designed and free. You can see the&nbsp;<a href=\"http:\/\/endemo.finereport.com\/webroot\/decision\/login?origin=7a4b85c3-49b9-450d-8613-611f40d12c89\">demo<\/a>&nbsp;or&nbsp;<a href=\"https:\/\/www.finereport.com\/en\/activation\">download the templates<\/a>.<\/p>\n\n\n\n<div class=\"wp-block-image\"><figure class=\"aligncenter\"><a href=\"https:\/\/www.finereport.com\/en\/activation\"><img loading=\"lazy\" width=\"1720\" height=\"566\" src=\"https:\/\/www.finereport.com\/en\/wp-content\/uploads\/2019\/12\/FR-Free.png\" alt=\"free report design software\" class=\"wp-image-9240\" srcset=\"https:\/\/frg.fineres.com\/en\/wp-content\/uploads\/2019\/12\/FR-Free.png 1720w, https:\/\/frg.fineres.com\/en\/wp-content\/uploads\/2019\/12\/FR-Free-300x99.png 300w, https:\/\/frg.fineres.com\/en\/wp-content\/uploads\/2019\/12\/FR-Free-768x253.png 768w, https:\/\/frg.fineres.com\/en\/wp-content\/uploads\/2019\/12\/FR-Free-1024x337.png 1024w\" sizes=\"(max-width: 1720px) 100vw, 1720px\" \/><\/a><\/figure><\/div>\n\n\n\n<br> <\/br>\n","protected":false},"excerpt":{"rendered":"<p>The design of reports can be considered from two aspects: layout and system. You may have seen many articles emphasize how to improve the layout of the report. Today, let&#8217;s learn the report designing from the perspective of the report system.<\/p>\n","protected":false},"author":1,"featured_media":9121,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":[],"categories":[138],"tags":[],"_links":{"self":[{"href":"https:\/\/frg.fineres.com\/en\/wp-json\/wp\/v2\/posts\/9231"}],"collection":[{"href":"https:\/\/frg.fineres.com\/en\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/frg.fineres.com\/en\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/frg.fineres.com\/en\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/frg.fineres.com\/en\/wp-json\/wp\/v2\/comments?post=9231"}],"version-history":[{"count":25,"href":"https:\/\/frg.fineres.com\/en\/wp-json\/wp\/v2\/posts\/9231\/revisions"}],"predecessor-version":[{"id":11444,"href":"https:\/\/frg.fineres.com\/en\/wp-json\/wp\/v2\/posts\/9231\/revisions\/11444"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/frg.fineres.com\/en\/wp-json\/wp\/v2\/media\/9121"}],"wp:attachment":[{"href":"https:\/\/frg.fineres.com\/en\/wp-json\/wp\/v2\/media?parent=9231"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/frg.fineres.com\/en\/wp-json\/wp\/v2\/categories?post=9231"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/frg.fineres.com\/en\/wp-json\/wp\/v2\/tags?post=9231"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}