Before you start creating your report think of the following points:

  • What is the purpose of my report?
  • What information must my report contain?
  • What information would be supplementary to my report?
  • In what ways do I want to be able to ‘cut’ my data using filters or searches?
  • Which/what date ranges should be included (‘show by time created’ section)
  • Who will need access to my report? How can I meet their needs?
  • If the report is very complicated with multiple audiences, would different versions of the same report be more appropriate?

Tips for user generated reports

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