Best practices to be considered during report development
Some of the best practices that comes to mind right now are listed below, main thing is to think from user's perspective
- Optimize time taken for report refresh
- Layout and arrangement of objects (Charts/graphs/grid/tables, logo, header, footer, title and one or two line descriptions, report refresh time, prompts answered by users )
- Best chart/graph types
- Prompts/filters that can be provided.
- Provide good description for each prompt that use can select or provide values.
- Identify and set best values as default values for prompts
- Test, modify report and mention which format (Excel or pdf) export works best (if not mentioned in functional requirements)
- Keep number of pages to minimum possible but ensure that there isn’t too much information in the report because of which user can get confused
- Use legends, consistent colour coding for same values across reports
- Spell checks
- Versioning the report
- Mention any specific inclusions/exclusion/filter applied
- Mention from where the data is sourced, and data is valid as of which date.
- Additionally, based on organizations, you could also mention contact details (for example group email id) of support team for clarifications or to report issues related to the report.
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