- Identify the user and use case:
- Like a PowerPoint presentation, report pages should support a single theme and target a specific audience
- Per the stakeholder matrix, there are often many disparate users and use cases for a given data model
A single report should not attempt to address unrelated business questions, or to meet the needs of highly diverse users such as a corporate financial analyst or a store manager. Multi-Scope reports can lead to convoluted user experiences and report-level customization that can be difficult to maintain and scale.
The report planning and design process should answer the following four questions:
- Who will be accessing this report?
- If identified users have highly disparate ...