Report planning and design process

  1. 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:

  1. Who will be accessing this report?
    • If identified users have highly disparate ...

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