Summary of senior report development experience: understand this and do not make bad reports

A dilemma that new report engineers can easily fall into ： The report developed by overtime is not seen at all , More and more demand but unable to produce value , Finally, there is no sense of achievement in work , Life is also a mess , All kinds of doubts about life .

I know this feeling very well , I have also done report development for a long time , At that time, I wanted to go home and farm . When I started , There are more than 1000 reports in the system , But in fact, the number of reports viewed is less than 10%, The number of visitors is just over 100 . This report system developed with great efforts , In actual use, it is like a recycle bin , Opening times are pitifully few .

At that time, there was also a lack of thinking , For the needs, we need to deal with them one by one , No communication . I make my watch every day , Do... During the day , Continue to work overtime in the evening , This situation lasted for three months , Looking back, I found that the browsing volume of a single report did not even exceed 10 Time , Almost angry .

A week in a row , I don't want to see the report again , Either ask for leave or fish . Senior report engineer Lao Chen saw my problem , Took the initiative to chat with me , Tell me that making statements is the same as selling things , You can't just stand on your own side , Stand on the customer's side , Think about who to sell things to , What does he want , Only in this way can customers be satisfied . We talked a lot , I also have my own feelings , Now let's pass on our experience , I hope you can find the value of your work .

One 、 Figure out who you want to show your report to ？ And what do they want to see ？

First , You must find out , What different people want to see must be different . Let me briefly sort out the needs of different levels for report information .

From the organizational chart of the enterprise pyramid , After splitting the objectives of each level, the following corresponding report requirements can be obtained ：

① For decision-making leaders ： Their job is to decide the direction , It must depend on some core index data , Like the company's annual sales changes 、 Completion progress of core business . For example, non core data and detailed data , They must not have time to watch , So there's no need to show it at all .

② For management leaders ： Their job is to convey and assign tasks from the top , Supervise the executive level to complete the task , What they want to see is definitely a report that can visually show problems and solve problems , Like how well the overall objectives of the business department have been achieved , Whether the goal needs to be adjusted .

③ For business personnel at the executive level ： Their job is to accomplish the goals set by the leaders , What they need is a report that can check their work performance and report , Like personal sales progress , Sales volume and so on . They usually check the report at the end of the month or quarter , Mainly to determine the performance completion .

Two 、 How can I meet their needs ？

1、 Decision making leaders

It says so , The decision-making leaders are concerned about the core indicators . They certainly don't want to find the performance of each department in the reporting system , Instead, I hope to see the overall operation of the company in real time , It is convenient to control the overall situation . And the problem behind the data , You need the report to have the functions of drilling and linkage , It is convenient for the management to find problems and improve . For real-time 、 Overall requirements , Operating the cockpit is the most suitable for decision-making leaders .

When you see the cockpit, don't worry about the lack of technology and manpower , Now reporting tools are very developed , Developing this kind of cockpit is actually not that difficult . I use my common report development tools FineReport Give you a brief explanation .

This kind of cockpit is called decision report in the tool , The chart inside 、 Tables exist in the form of organization , Just drag and drop to build . Besides ,FineReport There are also many kinds of large screen templates built in , I usually use it directly by changing the data . I am the personal version of white whoring , There are no watermark restrictions , The first time we used it, our leaders were amazed ！

The report tool and the full version template are obtained in the following figure ：

Don't know what the boss wants , No matter how many statements you make, no one will see ！ There are benefits at the end of the article
Senior leaders are not in the company every day , How can I check the report anytime, anywhere ？ This FineReport It also offers solutions , With the function of mobile terminal , You can directly open the link on your mobile phone to view , In this way, it is not limited by space .

2、 Management leaders

Middle level cadres are most concerned about detailed data , I hope to find out the problem through the report , That linkage 、 Drilling function is very necessary , After discovering abnormal data, we can directly find the solution to the problem . After drilling, it is more inclined to the detailed report , There are many indicators and data that can be read . The report that this kind of person sees basically satisfies two kinds of functions , First, the statements are clearly displayed , Second, regular push .

The report is clearly displayed
Don't fuss about the report , Just simple tables and charts , Some complex businesses need linkage and drilling functions , Further discovery of problems .

Timed push
Lower level business personnel pay more attention to the immediate things , And less see the whole , By using FineReport Timing schedule , You can send the report by email 、 Wechat and other mobile terminals actively push to the corresponding business principals , Let everyone know the business situation .

3、 Executive level business personnel

The report that business personnel need most is definitely the business situation . such as , For sales , The performance and the order production schedule in your charge must be what you want to see most . therefore , The report for business personnel must be highly targeted 、 It's easy to operate 、 Intuitive .

in addition to , Another function is very suitable for business personnel , That is data filling . For example, you are a power inspector , When checking the line loss situation one by one through the report , Suddenly found an abnormal situation , At this time, you can take photos directly with your mobile phone and upload the system , Record the patrol inspection .