Operational reports may be the workhorses of the BI world, but there’s no reason your tables can’t look as sleek and professional as your data visualizations. A few well-executed rules of thumb can take a tabular report from clunky to crisp in just a few clicks, but it saves time to know what you want before you ever even touch the data.
Below is a companion piece to the Dashboard Design Cheat Sheet we published a few months ago, this one devoted to report design. It was inspired by a client of ours who, after seeing the dashboard guide, reached out to request something similar for reports! Use these best practices to plan, design, and refine your tables so that they communicate clearly and look good doing it.