A Guide to Ad Hoc Reporting

The exponential growth of data in today’s business world makes it essential to use ad hoc reports to segment large data sets, curate them, and analyze the results. The right reports can help readers visualize data, which is essential for obtaining actionable answers to their questions. These answers can help improve a business’s operational efficiency, increase profits, and expand the business over time. Likewise, the failure to leverage data can prove disastrous for a business.

Ad hoc reports provide several advantages over canned reports for both individual users and organizations. Each industry also realizes specific benefits from ad hoc reports (in addition to its general advantages). However, getting the most out of ad hoc reporting requires the designer to follow a number of best practices.

What is Ad Hoc Reporting?

A report’s input parameters determine the data that the report returns. In the case of ad hoc reporting, these parameters are specified at the time the report is generated. In comparison, the parameters for a traditional enterprise, or canned reports, are specified before the report is generated. Ad hoc reports are generally codified by business end-users, whereas an organization’s IT department typically controls and services canned reports. IT does set up the framework for ad hoc reporting technology if it isn’t already available in existing software. However, users assume responsibility for maintaining ad hoc reports once IT completes this initial process.

Ad Hoc Reporting Benefits

The biggest benefit of ad hoc reporting is that it provides non-technical personnel with the data they need to make daily decisions. These groups include executives, managers, marketing, and sales team members, as well as many other groups in different industries, such as manufacturing, finance, retail, healthcare, manufacturing, insurance, and technology. Ad hoc reports also provide specific benefits for both end-users and enterprises.

Canned Reports vs. Ad Hoc Reports

The use of canned reports generally imposes a heavy burden on IT. A user must send a request to an IT member who is responsible for maintaining business intelligence (BI) tools. The IT member codifies the report, generates it, and sends the results to the requester. This process can take days, depending on the size of the organization and the specific process required.

This process is cumbersome for IT because it takes time away from implementing technological solutions for their organization, which is where their focus should be. IT will typically automate much of this process for regular reports in large organizations, although one-time reports won’t benefit from this automation. Ad hoc reporting requires IT to set up the reporting tool, which only has to be done once. Users are then free to create their own reports, which are often available within seconds. BI tools with ad hoc reporting capability are typically designed for non-technical users, eliminating the training that’s normally needed for business users building ad hoc reports.

Ad Hoc Reporting for Enterprises

Executives can use ad hoc reporting tools to obtain visibility over their organization, including its processes and workforce. They can also track their organization’s progress towards their business goals and reallocate resources according to mission priorities.

Sales teams can identify problems and present their solutions to clients with ad hoc reports. For example, salespeople for wealth management firms often need to present performance metrics for investment options to a client. An ad hoc reporting tool with an interactive dashboard can fulfill this requirement far more easily than a static spreadsheet.

Ad hoc reports can help identify the people and places with the greatest demand for a product by targeting specific demographic groups and geographic locations for the current time period. Customer support teams can also monitor trends in customer satisfaction surveys with ad hoc reports. This capability allows these departments to identify the team members who are providing customers with the best experiences in addition to viewing support volume, recurring issues, recurring ticket openers, and service level agreements (SLAs).

Ad hoc reports can provide project managers with a better understanding of their projects. They allow managers to monitor their projects’ compliance with budget and time constraints, along with equipment availability, performance, and quality. Ad hoc reports also allow project managers to identify process bottlenecks.

What Industries Benefit from Ad Hoc Reporting?

The ability of ad hoc reports to improve the analytical capabilities of end-users provides specific benefits in many industries such as education, healthcare, finance, manufacturing, insurance, retail, and more.

Ad Hoc Reporting in Healthcare

Ad hoc analysis is proving particularly useful in healthcare, where professionals rarely know programming languages, or how to build visual aids. However, a doctor can quickly generate a laboratory report with ad hoc reporting. Additional benefits of ad hoc reporting in healthcare include data prioritization, lab test results, patient satisfaction, seasonal visit volume, and patient summaries, all of which are essential for improving preventative medicine and diagnostic procedures.

Financial Ad Hoc Reports

The financial sector is also making effective use of ad hoc reports. This industry routinely deals with facts and figures, which relies heavily on reporting capabilities. Ad hoc reports help financial analysts drill down to specific segments of data, allowing them to spot trends and maximize their return on investment (ROI). Additional benefits of ad hoc reports in the financial sector include improved security, regulatory compliance, and mathematical computations.

Ad Hoc Reporting in Retail

Ad hoc reports are primarily used in the retail sector for loss prevention. A store-specific report for a specific loss area like employee theft or shoplifting can track inventories and identify trends that can dramatically reduce losses. Ad hoc reports can also help retailers with customer identification and retention, inventory planning, and personalizing customer service.

Ad Hoc Reports in Technology

Users in the technology industry create ad hoc reports to answer many different business and IT questions. IT administrators can monitor network health, visualizing bandwidth tests, compare historical upload/download speeds, or identify problem points in the enterprise network.

IT Project Managers may need to generate on-demand reports to guide projects through the conceptual development phase, using data to drive SWOT analyses, or track execution resources like budget and time.

Ad Hoc Reports for the Manufacturing Industry

Production floor managers and executives in the manufacturing industry use ad hoc reporting to utilize data to answer their sales, inventory, and supply tracking questions. Specifically, ad hoc reports visualize inventory tracking to check fluctuations in supply or demand. Manufacturing managers can use the report outcomes to adjust material accordingly to ensure optimal efficiency for the manufacturing location.

Ad hoc reports also help determine optimal warehouse configurations, determine profit contributions by segment and customer, and uncover the risks and rewards of taking on new contracts.

Data Visualization — Design Best Practices

Ad hoc reporting is a component of BI that helps users make data-driven decisions more accurately. However, the benefit of these reports is highly dependent upon the quality of their design, even when the data itself is completely accurate. Users need to follow several best practices to ensure the ad hoc reports they generate are as useful as possible.

Assuming the use of a modern reporting tool, some of the many best practices for ad hoc reporting include:

• Identifying the question
• Keeping reports simple
• Consider the layout
• Make aggregate data points easily accessible
• Maintain design consistency

These practices should eventually become second nature for anyone who designs ad hoc reports regularly.

Identify the question the report needs to answer

The process of designing an ad hoc report begins by asking the question you want the report to answer. It also includes the task of ensuring that the question hasn’t already been answered by an existing report. Even when an existing report already answers that question, it may be possible to improve the report by changing the layout. In other cases, changes may only confuse readers without providing an added benefit. A report designer must consider both of these possibilities before modifying an existing report.

You should keep this practice in mind each time you design a report. Knowing why you need it and how the answer will drive your business is a key requirement for ad hoc reporting. For example, you may want to know if the pricing of a particular product is competitive. Once you understand what you’re trying to learn, it becomes much easier to set the key performance indicators (KPIs) that will determine the relationship between price and sales for that product. Each ad hoc report you design should have at least one specific goal.

Keep reports visually simple

Determine the overall theme of the report, so you can design it without overloading the reader with too much information. This requirement means you should ensure that it makes sense for a single report to contain all the data elements you want to display. In cases where it doesn’t, you should break the data requirements into multiple reports.

Once you understand that the number of data elements in an ad hoc report should be minimized, the next task is to decide which ones it must have. This task requires you to consider your audience, including their function and level of subject knowledge. For example, a sales manager might want to know which of his team members is selling the most products, while a marketing manager would be more interested in knowing which piece of content is capturing the most leads. Only when you know what your audience wants will you be able to design a report that provides benefits for them.

Ensure that you indicate whether a KPI is good or bad in some way. One common practice is to compare actual values to the expected values, such as revenue for a particular time period. You should also use metrics with which your audience is familiar when deciding how to display data on a report.

Furthermore, ad hoc reports should almost include a date range, even if it isn’t in the body of the report. Keeping reports simple requires you to ensure that it doesn’t contain unnecessary data points.

Consider the layout

Minor features in a report’s layout can make a big difference in the value it provides for the reader. Sort order, grouping scheme, and filtering criteria are all important considerations in report design because they reduce the amount of data the viewer must process.

The layout is especially important for preventing managers from becoming overwhelmed because it can lead to decision fatigue. One good way to do this is to limit the number of KPIs in a single report to six. You can still display more than six data elements in total, but you need to establish a hierarchy of their visual importance when selecting your layout. KPIs should occupy the most important positions in the layout, with other elements occupying second and tertiary positions.

Modern reporting software allows you to design your own dashboards, which should become valuable assets for designing the layouts of online reports.

Make aggregated data points easily accessible

Aggregate data points like total sales in a quarter should be easily accessible throughout the report. Avoid placing them at the bottom of a table or on the last page of the report, unless it’s a short report of no more than two pages. Emphasizing aggregate data for managers in this way increases their efficiency because they don’t have to search for the information of the greatest interest to them.

One strategy for calling attention to aggregate data is to display separately from the body of the report such as an executive or section summary. These summaries typically appear at the beginning of a report, which is a better location for aggregate data than the bottom. Users should also be able to access details on aggregate data directly from the summary. In this case, you should place these details on the same page or peer page instead of a lower page in the reporting hierarchy.

Additional methods of making aggregate data accessible include the use of inline highlighting for this information, especially for large tables. This technique typically involves the use of bold font and different colors, although this may not work well with some fonts or readers with deficient color vision. Graphical displays of information in the left margin can also help readers locate aggregate data more easily.

Maintain report design consistency

Effective data visualization requires the report to have a consistent appearance for all pages. This requirement applies to all of a report’s visual elements, including colors, fonts, theme, and layout. These elements also need to be balanced on each page to make the information more easily digestible. It’s vital to consider how well displays such as charts and graphs work together to present essential information while minimizing the time that the reader needs to spend understanding it.

A chart should use the same color scheme as the metrics it represents, allowing the reader to associate the chart with the metrics more easily. For example, a sales analysis typically includes information on both sales and returns. The sales information in that report could always be shown in yellow-green, while the return information is always shown in blue. This consistency of color would help the user quickly visualize the metrics in the report.

Using reporting templates

A report template is highly helpful for keeping visual elements such as charts and graphs consistent, even when a non-technical user is designing it. For example, a template can ensure the reports use the same colors for accents and highlights. You should also use a template to ensure a line chart is always used to represent a data set with an obvious trend.

Ad hoc reports provide end-users with the ability to create their own reports at any time. To simplify the report design time, business intelligence software tools offer end-users the ability to easily create ad hoc reporting templates. Using pre-made templates, end-users can build, format, and export ad hoc reports on their own (without assistance from IT). This capability allows anyone (technical and non-technical end-users alike) to present information to another party for analysis or discover their insights into the data, without the need to rely on someone else to generate the report.

The flexibility of ad hoc reporting offers users more ways to interact with their data since they can edit and reuse the report for a different purpose. Ad hoc reports also allow users to test their ideas while adhering to best practices in reporting design. These practices help readers to visualize data and obtain meaningful insights from their reports

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Originally published at https://wyn.grapecity.com on January 30, 2020.