scope report design requirements

Identify Audiences

executive
analyst 
    strategy
    improve process
    posh for change
information worker
    use data to make operational decision (store stock manager)

Determine Report type

types

• Dashboard (exec)
  • less interaction
  • self explained
  • minimize misinterpretation
  • how are we doing, are we there yet
• Analytical (analyst)
  • slicer and filter
    • answer broad array of questions by interaction
    • multiple pathway to follow
    • why did that happen, what might go next
• Operational (info worker)
  • monitor real time data and support decision making
  • buttons to external system to perform actions
  • minimizes analytical, focus on operation
  • minimize excessive clicking and illogical flow
  • submit order button to create purchase order
• Educational (general)
  • clear narrative
  • assumes unfamiliar with context
  • used in journalism and gov to publish stuff

Define User interface requirements

form factor

orientation
device size

input method

style and theme

• brand/logo
• palette color aligned to organizational branding
• text setting

accessibility

• color contrast
• large visual
• clear and well sized font
• navigation by keyboard and screen reader

Define User experience requirements

• interaction
  • drill up/down/through, tooltip detail
  • nav within or to other report
  • slicer/filter at different report level (visual, 1:all page)
  • data export format
  • qa visual
• weblink
• data alert
• workflow, writeback, open app
• whatif parameter
• page layout for printing (multi page)
• subscription
• comments and feedback

explore report design