As enterprises move towards digital transformation, it is important for them to digitize their backend processes as well. These processes are manual, require working with high precision templatized documents and are excessively time consuming. Pixel perfect reporting enables enterprises to simplify creation of complex documents. It automates and eases the whole process, while bringing speed and intelligence to it. Pixel perfect reporting adds pace, flexibility and accuracy to creation and analytics of highly formatted documents like forms used in banking operations, insurance claims, invoices, compliance and certification documents etc.
Let us talk more about what are pixel perfect reports and how you can create some good and accurate reports.
What is Pixel Perfect Reporting? Where is it used?
Pixel perfect operational reports let you define every aspect of your reporting with utmost precision and high level of accuracy. You can present simple to complex data by using different elements or views and create highly personalized, easy to understand reports for your audience.
The ideal use cases are highly formatted documents, like, tax documents, compliance reports, high-precision reports etc. and when you have a high volume of data to handle and scale in such precise formats.
Some of these preformatted reports serve as canned reports for frequent use and are batch scheduled for automated delivery to multiple recipients at regular intervals. For example, a cash flow report designed with precise labels and data points is sent to CFOs, account heads or equivalent frequently.
These types of reports are viewed on browsers, as PDFs or printed. In these reports, one must place all elements correctly. One small deviation and you may fail to convey critical information.
Tips to Design Reports Accurately
To get an optimal outcome, below are some tips that you need to consider while designing every pixel of your reports –
#1 Create a Strategy and a Rough Layout
Before setting out to create a report, you must first build a strategy and draft a rough layout. Take all possible uses cases into consideration. Give some thought on future requirements. The formats that you design must have the ability to –
For an effective design strategy, list scenarios where you might need operational reporting. Consider all report formats, data sources, transformation, filtering and exporting options, data size, screen sizes, and devices.
#2 Define Precise Dimensions
As established earlier, users access these reports in various ways. On browsers, via PDF or in printed formats. Modern analytics platforms provide even more accessible formats to view these reports. Spend some time in calculating precise dimensions, margins etc. For instance, on browsers, the layout may offer some interactivity, whereas in other formats they are usually static. Hence, you must define relevant dimensions so as the reports are easy to access and are usable. Check browser support and apply fallbacks wherever necessary.
#3 Avoid Manual Adjustments
In pixel-perfect reports, you need to maintain exactness of everything. Hence, you must avoid placing anything manually. Manual adjustments are prone to human err. All your efforts may prove fatal if your report misses any detail. Use proper controls to position objects. Most tools offer report inspector that allows you to define the positioning and placement of objects/ elements. Use them to maintain efficacy. For example, in compliance reports such as HIPAA, it is vital to place everything correctly or there is a possibility that the report may not pass the audits.
#4 Keep it Simple
Many customizations may sometimes increase the complexity of the reports. Rather than trying to fit everything into one format, consider creating multiple smaller reports. You can design sub reports or add hyperlinks in case the view is browser-based. Sub reports or hyperlinks will give you more options to present critical information in a user-friendly way. Reuse the components while designing different reports to save on design time.
#5 Maintain Consistency
Your operational reports must match your applications look and feel and compliment your branding strategy. Make sure you use similar color, font, icons etc., follow your style guides and match your brand appearance. If you have dashboards or use other types of reporting, keep the design consistent in all. The seamless congruous design makes the report more adoptable and productive.
Pixel-perfect reports are the backbone for high-precision reporting requirements. Following these basic thumb rules will help you to design accurate pixel-perfect reports for your organization. It will help you to be precise, save costs and save time. Not all analytics platforms provide high-performance pixel perfect reporting, hence, dig well to analyze which platform would best suit your requirements. To know more about Pixel Perfect Reporting in Intellicus, contact us.