Best practices for reports

PREREQUISITES OF REPORTS

Here’s a quick checklist before you create any report

1. Focus on Data Source Collection Elements and label names:
  • Once you start to get the report, you need to build a data source for it. In data source creation, select required elements and provide the label names properly for ease of understanding.
2. Order of Columns:
  • Once you arrive at the end of data source creation. Make sure to re-order the columns as per the requirement, like 1st, 2nd, and n.

 BEST PRACTISES WHILE YOU CREATE A REPORT 

Here are a few points that might help you to create reports by end-users –

  • Whenever you create a grid report, make sure to use grouping the elements and access like excel export & pdf export where ever required and give a proper name to understand better what the report is speaking about.
  • Make sure to use the fit to grid option while creating a report with fewer columns for smooth usage.
  • Immediately after creating the report, give access to the respective roles in a particular workspace.
  • Make sure to place the report in a custom menu for easy access by the end-users.
  • On another note, when you want to create an actionable report. Create the data source type as a list screen instead of a report and add the required actions.