Report view Web app

Read and share reports while keeping data context.

7 checks · 3 content groups

Checklist contents

Review progress

Information and structure

Compare information and presentation in context of use.

State what the report is aboutShows title, time range, creator, and creation time.The export also needs scope information so that the recipient does not misread the data.Example The October report lists the “Southern Region” filter both on the page and in the PDF.Bring the main finding firstSummarize important results and cite sources leading to conclusions.Separate observed data from interpretation; set limits or missing data edge conclusions that are easily overinterpreted.Keep charts and tables readableLabel, unit, legend and explanation for missing data.Legend and units need to appear in both the view and export file; Data tables are an alternative to complex charts.

Actions and status

Try the operation, change the status and continue working.

The table of contents should reflect the actual title and bring focus to the opened section; don't just scroll to a location with no context.Show the data behind the resultsIf support opens details, holds filter and returns to report.Bring reporting periods and segments to the details page; Specifies when the details page uses newer data than the final report.Export format and scope explainedIndicates the data to load, progress feedback, and file export errors.Choose the format suitable for the job; PDF and CSV versions need different descriptions because they do not contain the same level of information.

Complete the experience

Check for details that are easy to miss when putting the design into use.

Let users adjust the report scopeIf the report is interactive, allow filtering by time or data group and show the criteria that determine the results.Distinguish closed reports from live updated reports; Changing a filter should not silently change the contents of a saved copy.

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GUIDANCE

How to review

State what the report is about

The export also needs scope information so that the recipient does not misread the data.

EXAMPLES

Usage examples

State what the report is about

The October report lists the “Southern Region” filter both on the page and in the PDF.

Report view Web app

Information and structure

Actions and status

Complete the experience

How to review

State what the report is about

Usage examples

State what the report is about

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