When designing reports in ReadyWorks, it's crucial to focus on clarity, relevance, and usability. Your reports should provide clear, actionable information that supports decision-making and operational efficiency.
Consider the following when designing your reports:
1 - Purpose and audience:
Begin by clearly defining the report's purpose and intended audience. Ask yourself:
- What specific questions should this report answer?
- Who will be using this report, and what are their needs?
- What actions should users be able to take based on this report?
2 - Data selection:
Choose your data points carefully. Include only the information that's necessary for the report's purpose. Remember:
- More isn't always better. Too much data can obscure important insights.
- Prioritize the most critical information, placing it prominently in the report.
- Consider using calculation columns to derive meaningful metrics from raw data.
3 - Visual hierarchy:
Organize your report to guide the user's attention to the most important information:
- Use RAG statuses to highlight critical issues or priorities.
- Place key metrics or summary information at the top of the report.
- Group related information together for easier comprehension.
4 - Interactivity:
Leverage ReadyWorks' interactive features to enhance usability:
- Implement top-level filters for frequently used criteria.
- Use action buttons to enable quick responses to report findings.
- Consider adding drill-down capabilities for detailed analysis.
5 - Consistency:
Maintain consistency across your reports to improve user familiarity and efficiency:
- Use standardized naming conventions for reports and columns.
- Apply consistent color coding and status definitions across reports.
- Standardize the placement of common elements like filters and action buttons.