Reporting Design Best Practices

Follow these best practices to create consistent, user-friendly reports.

• Use a Column format for data-only information.

• Use less than 10 columns to reduce horizontal scrolling.

• Include key fields in the left most column for ease in accessing records.

• Keep search results to 5 or fewer search results default fields.

• Confirm only the most important fields use search results option.

• Grant access to reports by groups whenever possible.