Note: All the reporting examples in the article are from the reporting software FineReport. FineReport Designer has built in various templates covering different departments. The personal version is free! A detailed report is the simplest way to display the data in the form of lists. It is mainly for listing the data such as sales list, customer list, expenditure list. Often, we can see transaction detail reports or purchase detail reports in real business.
Group reports classification displays and summarizes the data. It groups the data of the same attribute according to the requirements. For example, the following figure summarizes the data of each supplier, so as to count and compare the performance of each channel.
This type of report may sound unfamiliar to some people. How to use it? When the amount of data is large, the report can be paginated to make it easier for readers to read. In the picture below, I made a paginated report. You can split the report into multiple sub-reports. Two types of split reports are used often: horizontal rows and vertical columns.
This type of report is especially commonly used when designing and printing, such as unified format documents, receipts, invoices, etc. They are also commonly used for barcode print, label print, and so on. For instance, below is the personal information card in split formats. The cross report sorts and summarizes the data in the row and column directions. Compared with traditional types of reports, the column headings of cross-reports are horizontally expanded based on database field values and change dynamically with field values.
The master-sub report is mainly divided into two parts: one used to display the summary information, while the subreport displays the detailed data related to the summary data.
In this type of report, you can also drill down to understand the data hierarchy clearly and intuitively and focus on the level you are interested in. Irregular reports exist to meet the needs of complex reports with inconsistent formats. If you use Excel to make reports, you need to frequently merge and split the cells in the spreadsheet, which is very troublesome. But you can also use reporting software to handle it. For example, FineReport provides aggregate reports.
Each aggregation block is independent, and you can freely drag and drop and combine them to create irregular reports. The query report is the report with query widgets.
This type of report usually is used when the data volume is large. Or the reports have time filtering requirements such as annual reports, monthly reports. This kind of report also can be called a dashboard. By presenting the data in different kinds of charts, the relationship between the data can be better analyzed. Set print reports have strict requirements for report format and print style, requiring data to be printed to the specified location.
You might be confused by knowing all these reports in such a short period of time? Here, I have summarized 3 necessary reports for business analysis.
It will be the best guide for those who have limited learning time. Keep reading! Those reports are usually shared between different teams or employees across the same organization. Use it to: Convey information among team members and departments within the organization. Internal reports are circulated within the company. They usually are there to inform different teams on different topics, or the entire company for an announcement.
Example : A marketing budget report sent to the finance department for approva l. Use it to: Announce new events or internal changes. They are usually on an organization level. They usually are internal reports since they don't convey a lot of information. Use it to : Provide background information from a sector of a company to another. Informational reports transmit information from a sector of an organization to another e.
Example : A leadership meeting minutes report that details which department heads attended and what was discussed. Use it to: Set clear expectations and explain your strategy. P roposals are problem-solving reports that include a project overview, solution, and expected outcome. Source: AppSumo.
Use it to: Communicate information to management or employees a supervisor or manager oversees. Vertical reports communicate information either upward or downward in the hierarchy. Example: A marketing plan created by a marketing coordinator sent for approval to the head of marketing, monthly financial reports sent for approva l. Use it to: Transfer knowledge so all departments arrive at the same decision.
Lateral reports coordinate knowledge transfer between different departments in an organization. Example: A marketing plan detailing budget information such as marketing spend and expected incoming revenue sent to the finance tea m.
Source: 8x8. The reports are usually public, so shared across multiple different organizations, available on a website or on different medias.
Use it to: Announce an event, product launch, or other happenings. External reports are distributed outside the company. Example: A press release report about a new product launch sent to a tech publication for coverag e. Use it to : Present information for internal use. Informal reports are less-structured documents i. Example : An informal post-event report with summarized points created by a marketer after attending a conferenc e.
Long reports are documents with more than ten pages. Use it to: Provide information to educate, inform, convince, or drive decisions. Formal reports are detail- and structure-oriented. Due to the long nature, they often include many sections e. Example: A yearly market research report used as a lead magnet to attract enterprise leads. These 12 kinds of reports overlap each other. For example, a three-page SEO deliverable is an analytical, short, and external report. Does creating a single report eat up hours of your time?
Or are you tired of cobbling analytics from multiple channels in your longer reports? Get a report like this one with your own data! Our dashboarding tools automate your monthly reporting and help you create reports in the blink of an eye. External Reports: These reports are also called public reports. External reports serve the purpose of providing information to a mass group. Lateral and Vertical Reports: These vary depending on the hierarchy.
The reports which move upward and downward in an organization are called vertical reports. They help in managing the tasks across various levels in a company. Whereas, lateral reports are the ones that travel at the same organizational level. It helps in the coordination of a unit. Periodic Reports: These reports are prepared based on pre-scheduled dates and sent out accordingly.
They usually help in management control. The periodic reports are prepared using computer-generated data. Formal and Informal Reports: A formal report is usually made for a bigger group. It has a meticulous structure with proper organization. These reports eliminate any personal data and information, including opinions. They provide deep insight and are written in a specific style. Informal reports are used less in comparison to the formal ones.
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