{"id":9231,"date":"2020-02-12T17:06:24","date_gmt":"2020-02-12T09:06:24","guid":{"rendered":"https:\/\/www.finereport.com\/en\/?p=9231"},"modified":"2025-09-04T17:26:32","modified_gmt":"2025-09-04T09:26:32","slug":"report-designing","status":"publish","type":"post","link":"https:\/\/www.finereport.com\/en\/reporting-tools\/report-designing.html","title":{"rendered":"Report Design: Examples &#038; Recommended Software"},"content":{"rendered":"\n<p>The design of reports can be considered from two aspects: <strong><span class=\"has-inline-color has-luminous-vivid-amber-color\">layout and system<\/span><\/strong>. You may have seen many articles emphasizing how to improve the report design. <\/p>\n\n\n\n<p>Today, let\u2019s learn the report design from the perspective of the <strong><a href=\"https:\/\/www.finereport.com\/en\/reporting-tools\/reporting-system.html\" target=\"_blank\" rel=\"noreferrer noopener\">report system<\/a><\/strong>.&nbsp;No matter what&nbsp;<a rel=\"noreferrer noopener\" href=\"https:\/\/www.finereport.com\/en\/reporting-tools\/top-10-types-of-report-examples-and-designing.html\" target=\"_blank\"><strong>type of report<\/strong><\/a>&nbsp;you\u2019re designing, it is of great importance to choose the right <strong><a href=\"https:\/\/www.finereport.com\/en\/reporting-tools\/best-reporting-tools-list.html\" target=\"_blank\" rel=\"noreferrer noopener\">reporting software<\/a><\/strong>, with the guidelines below tell you all about how to design a professional report with powerful reporting software, so your report will catch your boss\u2019s eyes.&nbsp;<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><a href=\"https:\/\/www.finereport.com\/en\/wp-content\/uploads\/2024\/02\/project-dashboard-created-by-FineReport.jpg\"><img loading=\"lazy\" width=\"1024\" height=\"594\" src=\"https:\/\/www.finereport.com\/en\/wp-content\/uploads\/2024\/02\/project-dashboard-created-by-FineReport-1024x594.jpg\" alt=\"\" class=\"wp-image-17809\" srcset=\"https:\/\/www.finereport.com\/en\/wp-content\/uploads\/2024\/02\/project-dashboard-created-by-FineReport-1024x594.jpg 1024w, https:\/\/www.finereport.com\/en\/wp-content\/uploads\/2024\/02\/project-dashboard-created-by-FineReport-300x174.jpg 300w, https:\/\/www.finereport.com\/en\/wp-content\/uploads\/2024\/02\/project-dashboard-created-by-FineReport-768x446.jpg 768w, https:\/\/www.finereport.com\/en\/wp-content\/uploads\/2024\/02\/project-dashboard-created-by-FineReport-1536x891.jpg 1536w, https:\/\/www.finereport.com\/en\/wp-content\/uploads\/2024\/02\/project-dashboard-created-by-FineReport.jpg 1872w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><\/a><figcaption>Project Dashboard (by <a rel=\"noreferrer noopener\" href=\"https:\/\/www.finereport.com\/en\/\" target=\"_blank\">FineReport<\/a>)<\/figcaption><\/figure>\n\n\n\n<blockquote class=\"wp-block-quote\"><p><strong><span class=\"has-inline-color has-luminous-vivid-amber-color\">Note: The report and dashboard examples in this article are all built-in templates made by&nbsp;<a rel=\"noreferrer noopener\" href=\"https:\/\/www.finereport.com\/en\/\" target=\"_blank\">FineReport<\/a>, the leading BI&nbsp;<a rel=\"noreferrer noopener\" href=\"https:\/\/www.finereport.com\/en\/reporting-tools\/best-reporting-tools-list.html\" target=\"_blank\">reporting tool<\/a>&nbsp;in the Asian-Pacific region.<\/span><\/strong><\/p><\/blockquote>\n\n\n\n<div class=\"wp-block-buttons\">\n<div class=\"wp-block-button\"><a class=\"wp-block-button__link has-vivid-cyan-blue-to-vivid-purple-gradient-background has-text-color has-background\" href=\"https:\/\/www.fanruan.com\/en\/finereport\/download-trial-b\" style=\"border-radius:50px;color:#fffffa\" target=\"_blank\" rel=\"noreferrer noopener\">Try FineReport For Free<\/a><\/div>\n<\/div>\n\n\n\n<div id=\"toc_container\" class=\"toc_transparent no_bullets\"><p class=\"toc_title\">Contents<\/p><ul class=\"toc_list\"><li><a href=\"#1_The_Basics_of_Report_Designnbsp\">1. The Basics of Report Design&nbsp;<\/a><\/li><li><a href=\"#2_Report_Design_Guidelines\">2. Report Design Guidelines<\/a><ul><li><a href=\"#21_Clarify_the_Report_Topic_and_KPIs\">2.1 Clarify the Report Topic and KPIs<\/a><\/li><li><a href=\"#22_Determine_the_Source_of_Datanbsp\">2.2 Determine the Source of Data&nbsp;<\/a><\/li><li><a href=\"#23_Data_Analysis_for_Report_Field_Mapping\">2.3 Data Analysis for Report Field Mapping<\/a><\/li><li><a href=\"#24_Determine_the_Filtering_Criteria\">2.4 Determine the Filtering Criteria<\/a><\/li><li><a href=\"#25_Select_Display_Elements_for_Data_Presentation\">2.5 Select Display Elements for Data Presentation<\/a><\/li><li><a href=\"#26_Modify_the_Details_of_Report_Design\">2.6 Modify the Details of Report Design<\/a><\/li><li><a href=\"#27nbspWhere_to_Publish_the_Report_After_Design\">2.7&nbsp;Where to Publish the Report After Design?<\/a><\/li><\/ul><\/li><li><a href=\"#3_Report_Design_Software\">3. Report Design Software<\/a><\/li><li><a href=\"#4_Report_Design_Benefits_FineReport_Advantages\">4. Report Design Benefits: FineReport Advantages<\/a><ul><li><a href=\"#41_Easy_to_Use\">4.1 Easy to Use<\/a><\/li><li><a href=\"#42_Flexible_Report_Design_Choice\">4.2 Flexible Report Design Choice<\/a><\/li><li><a href=\"#43_Cool_Visualization_Elements\">4.3 Cool Visualization Elements<\/a><\/li><li><a href=\"#44_Rich_Report_Design_Templates\">4.4 Rich Report Design Templates<\/a><\/li><\/ul><\/li><li><a href=\"#5_Report_Design_Ideaswith_Examples\">5. Report Design Ideas\uff08with Examples\uff09<\/a><\/li><li><a href=\"#6_A_Conclusion_of_Report_Design\">6. A Conclusion of Report Design<\/a><\/li><\/ul><\/div>\n<h2><span id=\"1_The_Basics_of_Report_Designnbsp\">1. The Basics of Report Design&nbsp;<\/span><\/h2>\n\n\n\n<p>Before designing the reports, the most important is to <strong><span class=\"has-inline-color has-luminous-vivid-amber-color\">understand users\u2019 demands<\/span><\/strong>, which is the basis of designing the reports. You can use <strong><span class=\"has-inline-color has-luminous-vivid-amber-color\">\u20185W1H\u2019<\/span><\/strong> to refine the requirements.<\/p>\n\n\n\n<div class=\"wp-block-image\"><figure class=\"aligncenter\"><a href=\"https:\/\/www.finereport.com\/en\/wp-content\/uploads\/2019\/12\/2019122413I.png\"><img loading=\"lazy\" width=\"1436\" height=\"810\" src=\"https:\/\/www.finereport.com\/en\/wp-content\/uploads\/2019\/12\/2019122413I.png\" alt=\"before designing the report\" class=\"wp-image-9121\" srcset=\"https:\/\/www.finereport.com\/en\/wp-content\/uploads\/2019\/12\/2019122413I.png 1436w, https:\/\/www.finereport.com\/en\/wp-content\/uploads\/2019\/12\/2019122413I-300x169.png 300w, https:\/\/www.finereport.com\/en\/wp-content\/uploads\/2019\/12\/2019122413I-768x433.png 768w, https:\/\/www.finereport.com\/en\/wp-content\/uploads\/2019\/12\/2019122413I-1024x578.png 1024w\" sizes=\"(max-width: 1436px) 100vw, 1436px\" \/><\/a><figcaption>Report design tutorials<\/figcaption><\/figure><\/div>\n\n\n\n<ul><li>Why- Why design this report?&nbsp;<\/li><li>What- What information does this report need to cover?<\/li><li>Who- Who are the end-users?<\/li><li>When- When reading these reports? ( The frequency and the regular time)<\/li><li>Where- Where to publish and put this report?<\/li><li>How- How to design this report?<\/li><\/ul>\n\n\n\n<p>After you understand the requirements, you can start designing.<\/p>\n\n\n\n<h2><span id=\"2_Report_Design_Guidelines\">2. Report Design Guidelines<\/span><\/h2>\n\n\n\n<h3><span id=\"21_Clarify_the_Report_Topic_and_KPIs\">2.1 Clarify the Report Topic and KPIs<\/span><\/h3>\n\n\n\n<p>The core of the reports can be <strong><a href=\"https:\/\/www.finereport.com\/en\/reporting-tools\/kpi-report.html\" target=\"_blank\" rel=\"noreferrer noopener\">KPIs<\/a><\/strong> or some critical points in the project. These can be called the report topic.&nbsp;<\/p>\n\n\n\n<p>One of the report tasks is to <strong><span class=\"has-inline-color has-luminous-vivid-amber-color\">\u201cpaint a picture\u201d of a business topic with multiple associated metrics with a hierarchy<\/span><\/strong>. Take this as the first step when you start report designing.<\/p>\n\n\n\n<p>For instance, when the topic is &#8216;income,&#8217; the reports will cover the source of revenue, factors influencing income, income trends, and the achievement of key performance indicators (KPIs) within the cycle.<\/p>\n\n\n\n<p>For instance, when concentrating on user growth, you can analyze user categories, key metrics in each <strong><a href=\"https:\/\/intl.finebi.com\/blog\/aarrr-model\" target=\"_blank\" rel=\"noreferrer noopener\">AARRR phase<\/a><\/strong>, outcomes of products or operational activities linked to user growth, ROIs, and more.<\/p>\n\n\n\n<p>For instance, when concentrating on the channel entry, you will emphasize metrics related to channel quality, such as traffic, <strong><a href=\"https:\/\/intl.finebi.com\/blog\/conversion-analysis\" target=\"_blank\" rel=\"noreferrer noopener\">conversion rates<\/a><\/strong>, user value, ROI, etc.<\/p>\n\n\n\n<figure class=\"wp-block-image\"><a href=\"https:\/\/www.finereport.com\/en\/wp-content\/uploads\/2019\/11\/2019110806I.jpg\"><img loading=\"lazy\" width=\"850\" height=\"460\" src=\"https:\/\/www.finereport.com\/en\/wp-content\/uploads\/2019\/11\/2019110806I.jpg\" alt=\"determine the KPI\" class=\"wp-image-8678\" srcset=\"https:\/\/www.finereport.com\/en\/wp-content\/uploads\/2019\/11\/2019110806I.jpg 850w, https:\/\/www.finereport.com\/en\/wp-content\/uploads\/2019\/11\/2019110806I-300x162.jpg 300w, https:\/\/www.finereport.com\/en\/wp-content\/uploads\/2019\/11\/2019110806I-768x416.jpg 768w\" sizes=\"(max-width: 850px) 100vw, 850px\" \/><\/a><figcaption>Report KPI (from Google)<\/figcaption><\/figure>\n\n\n\n<p>Different business scenarios have different business topics. The key indicators and report structures will also be different. But the train of thought is similar:&nbsp;<\/p>\n\n\n\n<ul><li>What are the key metrics of KPIs to focus on in this scenario?<\/li><li>What factors influence these core indicators?<\/li><li>What links are involved in this scenario?<\/li><li>How do end-users read or use data?<\/li><\/ul>\n\n\n\n<p>After sorting out these four questions, it will be clear the indicators under the report subject and the structure of reports.<\/p>\n\n\n\n<h3><span id=\"22_Determine_the_Source_of_Datanbsp\">2.2 Determine the Source of Data&nbsp;<\/span><\/h3>\n\n\n\n<ul><li>Which <strong><a href=\"https:\/\/www.finereport.com\/en\/reporting-tools\/database-reporting-tools.html\" target=\"_blank\" rel=\"noreferrer noopener\">database<\/a><\/strong> are the data from? ERP database? CRM database? Enterprise data warehouse?<\/li><li>What type of database? Oracle? MySql? SQL Server? BW? Hana? Greenplum?<\/li><li>What database tables are the data from? What kind of join relationships are these tables?<\/li><\/ul>\n\n\n\n<p>Here, I would recommend you use&nbsp;professional <strong><a href=\"https:\/\/www.finereport.com\/en\/\" target=\"_blank\" rel=\"noreferrer noopener\">report software<\/a><\/strong>&nbsp;to support multiple databases. For example, <a rel=\"noreferrer noopener\" href=\"https:\/\/www.finereport.com\/en\/\" data-type=\"URL\" data-id=\"https:\/\/www.finereport.com\/en\/\" target=\"_blank\"><strong>FineReport<\/strong><\/a> <strong><span class=\"has-inline-color has-luminous-vivid-amber-color\">supports all popular databases and allows you to integrate data from different sources<\/span><\/strong>. Therefore, wherever your data is in, you can conveniently combine these data to have a comprehensive view.&nbsp;<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" width=\"1024\" height=\"539\" src=\"https:\/\/www.finereport.com\/en\/wp-content\/uploads\/2024\/02\/Data-Connection-of-FineReport-9-1024x539.png\" alt=\"\" class=\"wp-image-17814\" srcset=\"https:\/\/www.finereport.com\/en\/wp-content\/uploads\/2024\/02\/Data-Connection-of-FineReport-9-1024x539.png 1024w, https:\/\/www.finereport.com\/en\/wp-content\/uploads\/2024\/02\/Data-Connection-of-FineReport-9-300x158.png 300w, https:\/\/www.finereport.com\/en\/wp-content\/uploads\/2024\/02\/Data-Connection-of-FineReport-9-768x404.png 768w, https:\/\/www.finereport.com\/en\/wp-content\/uploads\/2024\/02\/Data-Connection-of-FineReport-9-1536x809.png 1536w, https:\/\/www.finereport.com\/en\/wp-content\/uploads\/2024\/02\/Data-Connection-of-FineReport-9.png 1616w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><figcaption><a rel=\"noreferrer noopener\" href=\"https:\/\/www.finereport.com\/en\/\" data-type=\"URL\" data-id=\"https:\/\/www.finereport.com\/en\/\" target=\"_blank\">FineReport<\/a> supports multiple databases<\/figcaption><\/figure>\n\n\n\n<h3><span id=\"23_Data_Analysis_for_Report_Field_Mapping\">2.3 Data Analysis for Report Field Mapping<\/span><\/h3>\n\n\n\n<p>In this step, you should pay attention to:&nbsp;<\/p>\n\n\n\n<ul><li>The data on the report comes from which field of which table?<\/li><li>Whether the data directly from the corresponding fields of the database table\uff1f Or whether it needs to be processed, such as string interception or date format conversion.<\/li><\/ul>\n\n\n\n<h3><span id=\"24_Determine_the_Filtering_Criteria\">2.4 Determine the Filtering Criteria<\/span><\/h3>\n\n\n\n<p>There is a large amount of business data in the database; if no filtering standards are added, all the business data will be extracted by default. If the data volume is large, the front-end tools will crash, and the database may also be down. Therefore, data filtering criteria need to be added to control the data range during report preparation.<\/p>\n\n\n\n<p>Most reports have time filtering conditions, such as annual reports that need to be filtered by year, <strong><a href=\"https:\/\/www.finereport.com\/en\/product-functions\/quarterly-report.html\" target=\"_blank\" rel=\"noreferrer noopener\">quarterly reports<\/a><\/strong> by quarter, and <strong><a href=\"https:\/\/www.finereport.com\/en\/product-functions\/daily-weekly-monthly-reports.html\" target=\"_blank\" rel=\"noreferrer noopener\">monthly reports<\/a><\/strong> by month.<\/p>\n\n\n\n<figure class=\"wp-block-image\"><a href=\"https:\/\/www.finereport.com\/en\/wp-content\/uploads\/2019\/11\/2019112805I.gif\"><img loading=\"lazy\" width=\"1254\" height=\"634\" src=\"https:\/\/www.finereport.com\/en\/wp-content\/uploads\/2019\/11\/2019112805I.gif\" alt=\"Design report filtering criteria\" class=\"wp-image-8797\"\/><\/a><figcaption>Design report filtering (from <a href=\"https:\/\/www.finereport.com\/en\/\" data-type=\"URL\" data-id=\"https:\/\/www.finereport.com\/en\/\" target=\"_blank\" rel=\"noreferrer noopener\">FineReport<\/a>)<\/figcaption><\/figure>\n\n\n\n<div class=\"wp-block-buttons\">\n<div class=\"wp-block-button\"><a class=\"wp-block-button__link has-vivid-cyan-blue-to-vivid-purple-gradient-background has-text-color has-background\" href=\"https:\/\/www.fanruan.com\/en\/finereport\/download-trial-b\" style=\"border-radius:50px;color:#fffffa\" target=\"_blank\" rel=\"noreferrer noopener\">Try FineReport For Free<\/a><\/div>\n<\/div>\n\n\n\n<p>One of the key features of <a rel=\"noreferrer noopener\" href=\"https:\/\/www.finereport.com\/en\/\" data-type=\"URL\" data-id=\"https:\/\/www.finereport.com\/en\/\" target=\"_blank\">FineReport<\/a>&#8216;s data filtering functionality is its ability to <strong><span class=\"has-inline-color has-luminous-vivid-amber-color\">handle multiple filtering conditions simultaneously<\/span><\/strong>. This means that users can apply multiple filters to their data sets, based on a range of different criteria, to extract the specific information they need. Additionally, FineReport&#8217;s filtering tools are <strong><span class=\"has-inline-color has-luminous-vivid-amber-color\">highly customizable, allowing users to define their filtering criteria and conditions based on their specific needs and requirements<\/span><\/strong>.<\/p>\n\n\n\n<p>For example, users can filter data based on numerical ranges, date ranges, and text-based criteria, among others. FineReport also offers advanced filtering options, such as the ability to filter data based on calculated values, as well as more complex filtering options such as sub-queries and conditional filtering.<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><a href=\"https:\/\/www.fanruan.com\/en\/finereport\/download-trial-b\" target=\"_blank\" rel=\"noopener\"><img loading=\"lazy\" width=\"1024\" height=\"337\" src=\"https:\/\/www.finereport.com\/en\/wp-content\/uploads\/2022\/05\/finereport-en-1024x337.png\" alt=\"Free Trial of FineReport\" class=\"wp-image-13464\" srcset=\"https:\/\/www.finereport.com\/en\/wp-content\/uploads\/2022\/05\/finereport-en-1024x337.png 1024w, https:\/\/www.finereport.com\/en\/wp-content\/uploads\/2022\/05\/finereport-en-300x99.png 300w, https:\/\/www.finereport.com\/en\/wp-content\/uploads\/2022\/05\/finereport-en-768x253.png 768w, https:\/\/www.finereport.com\/en\/wp-content\/uploads\/2022\/05\/finereport-en-1536x505.png 1536w, https:\/\/www.finereport.com\/en\/wp-content\/uploads\/2022\/05\/finereport-en.png 1720w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><\/a><\/figure>\n\n\n\n<h3><span id=\"25_Select_Display_Elements_for_Data_Presentation\">2.5 Select Display Elements for Data Presentation<\/span><\/h3>\n\n\n\n<ul><li>How is the data presented in the report? Tables or <strong><a rel=\"noreferrer noopener\" href=\"https:\/\/www.finereport.com\/en\/data-visualization\/top-16-types-of-chart-in-data-visualization.html\" target=\"_blank\">charts<\/a><\/strong>?<\/li><li>If it is tabular, use the row to list, column to list, or cross to list.<\/li><li>If it is a chart report, using a <strong><a href=\"https:\/\/www.finereport.com\/en\/product-functions\/how-to-make-a-pie-of-pie-chart-or-bar-of-pie-chart.html\" target=\"_blank\" rel=\"noreferrer noopener\">pie chart<\/a><\/strong>, bar chart, line chart, or some other chart?<\/li><\/ul>\n\n\n\n<p>Here, you can refer to the&nbsp;<a rel=\"noreferrer noopener\" href=\"https:\/\/www.finereport.com\/en\/data-visualization\/top-16-types-of-chart-in-data-visualization.html\" target=\"_blank\">Top 16 Types of Chart in Data Visualization<\/a>&nbsp;or&nbsp;<a rel=\"noreferrer noopener\" href=\"https:\/\/www.finereport.com\/en\/data-visualization\/data-visualization-2.html\" target=\"_blank\">Top 7 Most Common Data Visualization Types<\/a>&nbsp;to select the proper charts.<\/p>\n\n\n\n<div class=\"wp-block-image\"><figure class=\"aligncenter size-large\"><img loading=\"lazy\" width=\"570\" height=\"356\" src=\"https:\/\/www.finereport.com\/en\/wp-content\/uploads\/2021\/03\/Cool-visualization-Effects.gif\" alt=\"Visualization Widgets and Components in report designing\" class=\"wp-image-11684\"\/><figcaption>Choose proper visual elements for reports<\/figcaption><\/figure><\/div>\n\n\n\n<h3><span id=\"26_Modify_the_Details_of_Report_Design\">2.6 Modify the Details of Report Design<\/span><\/h3>\n\n\n\n<p>Does the data on the report involve some enhanced display, such as sorting, grouping, summarizing, ranking, and warning?<\/p>\n\n\n\n<ul><li>Should the data in the table be displayed in ascending or descending order according to some condition?<\/li><li>Does the data need to be categorized according to a condition that brings together data of the same attribute?<\/li><li>Does the data need to be summarized by category or as a whole?<\/li><li>Does the data in the table need to be formatted according to some criteria? For example, data above the specified threshold is highlighted with a green background, and data below the specified threshold is highlighted with a red background.<\/li><\/ul>\n\n\n\n<h3><span id=\"27nbspWhere_to_Publish_the_Report_After_Design\">2.7&nbsp;Where to Publish the Report After Design?<\/span><\/h3>\n\n\n\n<p>Think about this issue when designing the report, because you have to choose the right delivery based on the audience&#8217;s preferences.<\/p>\n\n\n\n<ul><li>Publish to the reports management platform or the mobile terminal?<\/li><li>Does it need to be sent regularly by email?<\/li><li>Does it need to be exported to other formats such as Word, <strong><a href=\"https:\/\/www.finereport.com\/en\/product-functions\/2019s-best-reporting-tool-that-reaches-far-beyond-excel.html\" target=\"_blank\" rel=\"noreferrer noopener\">Excel<\/a><\/strong>, and PDF?<\/li><\/ul>\n\n\n\n<h2><span id=\"3_Report_Design_Software\">3. Report Design Software<\/span><\/h2>\n\n\n\n<p>In general, there are two types of report design software. One is for the personal report. This type of reporting designer tool is suitable for creating a report with static data. When you\u2019ve got the data you want to present, such as presenting an annual company report, <strong><a href=\"https:\/\/www.finereport.com\/en\/reporting-tools\/sales-report.html\" target=\"_blank\" rel=\"noreferrer noopener\">sales report<\/a><\/strong>, or budget report in the meeting. This kind of report design software such as&nbsp;Canva&nbsp;will be your good choice.<\/p>\n\n\n\n<figure class=\"wp-block-image\"><a href=\"https:\/\/www.finereport.com\/en\/wp-content\/uploads\/2020\/02\/2020020801I.png\"><img loading=\"lazy\" width=\"2560\" height=\"1446\" src=\"https:\/\/www.finereport.com\/en\/wp-content\/uploads\/2020\/02\/2020020801I.png\" alt=\"report designing platform\" class=\"wp-image-9316\" srcset=\"https:\/\/www.finereport.com\/en\/wp-content\/uploads\/2020\/02\/2020020801I.png 2560w, https:\/\/www.finereport.com\/en\/wp-content\/uploads\/2020\/02\/2020020801I-300x169.png 300w, https:\/\/www.finereport.com\/en\/wp-content\/uploads\/2020\/02\/2020020801I-768x434.png 768w, https:\/\/www.finereport.com\/en\/wp-content\/uploads\/2020\/02\/2020020801I-1024x578.png 1024w\" sizes=\"(max-width: 2560px) 100vw, 2560px\" \/><\/a><figcaption>From Canva<\/figcaption><\/figure>\n\n\n\n<p>Another type of report designer is more professional. When you need to design reports for various departments to make reports of the company, the data is huge and dynamic, and the information has many dimensions. In this situation, professional report design software like <a rel=\"noreferrer noopener\" href=\"https:\/\/www.finereport.com\/en\/\" data-type=\"URL\" data-id=\"https:\/\/www.finereport.com\/en\/\" target=\"_blank\"><strong>FineReport<\/strong><\/a> is better.<\/p>\n\n\n\n<figure class=\"wp-block-image\"><a href=\"https:\/\/www.finereport.com\/en\/wp-content\/uploads\/2019\/11\/2019111901I.gif\"><img loading=\"lazy\" width=\"1265\" height=\"679\" src=\"https:\/\/www.finereport.com\/en\/wp-content\/uploads\/2019\/11\/2019111901I.gif\" alt=\"report design software interface \" class=\"wp-image-8746\"\/><\/a><figcaption>Professional report design tool- FineReport<\/figcaption><\/figure>\n\n\n\n<div class=\"wp-block-buttons\">\n<div class=\"wp-block-button\"><a class=\"wp-block-button__link has-vivid-cyan-blue-to-vivid-purple-gradient-background has-text-color has-background\" href=\"https:\/\/www.fanruan.com\/en\/finereport\/download-trial-b\" style=\"border-radius:50px;color:#fffffa\" target=\"_blank\" rel=\"noreferrer noopener\">Try FineReport For Free<\/a><\/div>\n<\/div>\n\n\n\n<figure class=\"wp-block-image size-large\"><a href=\"https:\/\/www.fanruan.com\/en\/finereport\/download-trial-b\" target=\"_blank\" rel=\"noopener\"><img loading=\"lazy\" width=\"1024\" height=\"337\" src=\"https:\/\/www.finereport.com\/en\/wp-content\/uploads\/2022\/05\/finereport-en-1024x337.png\" alt=\"Free Trial of FineReport\" class=\"wp-image-13464\" srcset=\"https:\/\/www.finereport.com\/en\/wp-content\/uploads\/2022\/05\/finereport-en-1024x337.png 1024w, https:\/\/www.finereport.com\/en\/wp-content\/uploads\/2022\/05\/finereport-en-300x99.png 300w, https:\/\/www.finereport.com\/en\/wp-content\/uploads\/2022\/05\/finereport-en-768x253.png 768w, https:\/\/www.finereport.com\/en\/wp-content\/uploads\/2022\/05\/finereport-en-1536x505.png 1536w, https:\/\/www.finereport.com\/en\/wp-content\/uploads\/2022\/05\/finereport-en.png 1720w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><\/a><\/figure>\n\n\n\n<h2><span id=\"4_Report_Design_Benefits_FineReport_Advantages\">4. Report Design Benefits: FineReport Advantages<\/span><\/h2>\n\n\n\n<p>Here are some additional benefits of using&nbsp;<a rel=\"noreferrer noopener\" href=\"https:\/\/www.finereport.com\/en\/\" target=\"_blank\"><strong>FineReport<\/strong><\/a>&nbsp;to design your report:<\/p>\n\n\n\n<h3><span id=\"41_Easy_to_Use\">4.1 Easy to Use<\/span><\/h3>\n\n\n\n<p>The Excel-like interface and the drag-and-drop mode allow anyone can quickly create a <strong><a href=\"https:\/\/www.finereport.com\/en\/reporting-tools\/web-reports.html\" target=\"_blank\" rel=\"noreferrer noopener\">web report<\/a><\/strong> without additional learning or code knowledge.&nbsp;<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><a href=\"https:\/\/www.finereport.com\/en\/wp-content\/uploads\/2024\/02\/drag-and-drop-to-create-a-dashboard-3.gif\"><img loading=\"lazy\" width=\"1024\" height=\"525\" src=\"https:\/\/www.finereport.com\/en\/wp-content\/uploads\/2024\/02\/drag-and-drop-to-create-a-dashboard-3-1024x525.gif\" alt=\"\" class=\"wp-image-17815\" srcset=\"https:\/\/www.finereport.com\/en\/wp-content\/uploads\/2024\/02\/drag-and-drop-to-create-a-dashboard-3-1024x525.gif 1024w, https:\/\/www.finereport.com\/en\/wp-content\/uploads\/2024\/02\/drag-and-drop-to-create-a-dashboard-3-300x154.gif 300w, https:\/\/www.finereport.com\/en\/wp-content\/uploads\/2024\/02\/drag-and-drop-to-create-a-dashboard-3-768x394.gif 768w, https:\/\/www.finereport.com\/en\/wp-content\/uploads\/2024\/02\/drag-and-drop-to-create-a-dashboard-3-1536x787.gif 1536w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><\/a><figcaption>The excel-like interface of <a rel=\"noreferrer noopener\" href=\"https:\/\/www.finereport.com\/en\/\" target=\"_blank\">FineRepor<\/a>t<\/figcaption><\/figure>\n\n\n\n<h3><span id=\"42_Flexible_Report_Design_Choice\">4.2 Flexible Report Design Choice<\/span><\/h3>\n\n\n\n<p>Three types of reports allow you to design reports of various functional styles to meet the needs of various data analysis scenarios.<\/p>\n\n\n\n<ul><li>General Report<\/li><li>Aggregation Report: an innovative design for you to create irregular reports freely<\/li><\/ul>\n\n\n\n<div class=\"wp-block-image\"><figure class=\"aligncenter\"><a href=\"https:\/\/www.finereport.com\/en\/wp-content\/uploads\/2019\/11\/Aggregation-report.png\"><img loading=\"lazy\" width=\"1708\" height=\"1022\" src=\"https:\/\/www.finereport.com\/en\/wp-content\/uploads\/2019\/11\/Aggregation-report.png\" alt=\"report design examples\" class=\"wp-image-8709\" srcset=\"https:\/\/www.finereport.com\/en\/wp-content\/uploads\/2019\/11\/Aggregation-report.png 1708w, https:\/\/www.finereport.com\/en\/wp-content\/uploads\/2019\/11\/Aggregation-report-300x180.png 300w, https:\/\/www.finereport.com\/en\/wp-content\/uploads\/2019\/11\/Aggregation-report-768x460.png 768w, https:\/\/www.finereport.com\/en\/wp-content\/uploads\/2019\/11\/Aggregation-report-1024x613.png 1024w\" sizes=\"(max-width: 1708px) 100vw, 1708px\" \/><\/a><figcaption>Report designing<\/figcaption><\/figure><\/div>\n\n\n\n<div class=\"wp-block-buttons\">\n<div class=\"wp-block-button\"><a class=\"wp-block-button__link has-vivid-cyan-blue-to-vivid-purple-gradient-background has-text-color has-background\" href=\"https:\/\/www.fanruan.com\/en\/demo\" style=\"border-radius:50px;color:#fffffa\" target=\"_blank\" rel=\"noreferrer noopener\"> Download the Template<\/a><\/div>\n<\/div>\n\n\n\n<p><\/p>\n\n\n\n<ul><li>Dashboard: you can drag-and-drop the components to design your dashboard on a canvas-like interface&nbsp;<\/li><\/ul>\n\n\n\n<div class=\"wp-block-image\"><figure class=\"aligncenter\"><a href=\"https:\/\/www.finereport.com\/en\/wp-content\/uploads\/2019\/05\/2019050901A-1.jpg\"><img loading=\"lazy\" width=\"819\" height=\"494\" src=\"https:\/\/www.finereport.com\/en\/wp-content\/uploads\/2019\/05\/2019050901A-1.jpg\" alt=\"report design template\" class=\"wp-image-8846\" srcset=\"https:\/\/www.finereport.com\/en\/wp-content\/uploads\/2019\/05\/2019050901A-1.jpg 819w, https:\/\/www.finereport.com\/en\/wp-content\/uploads\/2019\/05\/2019050901A-1-300x181.jpg 300w, https:\/\/www.finereport.com\/en\/wp-content\/uploads\/2019\/05\/2019050901A-1-768x463.jpg 768w\" sizes=\"(max-width: 819px) 100vw, 819px\" \/><\/a><figcaption>Report designing<\/figcaption><\/figure><\/div>\n\n\n\n<h3><span id=\"43_Cool_Visualization_Elements\">4.3 Cool Visualization Elements<\/span><\/h3>\n\n\n\n<p><strong><a href=\"https:\/\/www.finereport.com\/en\/\" target=\"_blank\" rel=\"noreferrer noopener\">FineReport<\/a><\/strong> provides 5 types of self-developed charts and more than 60 chart styles, mainly covering all the basic charts on the market, all of which are self-developed <strong><a href=\"https:\/\/www.finereport.com\/en\/reporting-tools\/html-report.html\" target=\"_blank\" rel=\"noreferrer noopener\">HTML5<\/a><\/strong> charts with excellent dynamic effects and powerful interactive experience.<\/p>\n\n\n\n<div class=\"wp-block-image\"><figure class=\"aligncenter\"><a href=\"https:\/\/www.finereport.com\/en\/wp-content\/uploads\/2019\/12\/2019121415I.png\"><img loading=\"lazy\" width=\"750\" height=\"354\" src=\"https:\/\/www.finereport.com\/en\/wp-content\/uploads\/2019\/12\/2019121415I.png\" alt=\"\" class=\"wp-image-9137\" srcset=\"https:\/\/www.finereport.com\/en\/wp-content\/uploads\/2019\/12\/2019121415I.png 750w, https:\/\/www.finereport.com\/en\/wp-content\/uploads\/2019\/12\/2019121415I-300x141.png 300w, https:\/\/www.finereport.com\/en\/wp-content\/uploads\/2019\/12\/2019121415I-768x362.png 768w, https:\/\/www.finereport.com\/en\/wp-content\/uploads\/2019\/12\/2019121415I-1024x483.png 1024w\" sizes=\"(max-width: 750px) 100vw, 750px\" \/><\/a><figcaption>Visual elements in report designing (<a href=\"https:\/\/www.finereport.com\/en\/\" target=\"_blank\" rel=\"noreferrer noopener\">FineReport<\/a>)<\/figcaption><\/figure><\/div>\n\n\n\n<h3><span id=\"44_Rich_Report_Design_Templates\">4.4 Rich Report Design Templates<\/span><\/h3>\n\n\n\n<p>Report templates that built-in the FineReport cover a variety of scenarios and industries. These templates are well-designed and free. You can see the&nbsp;<a href=\"http:\/\/endemo.finereport.com\/webroot\/decision\/login?origin=7a4b85c3-49b9-450d-8613-611f40d12c89\" target=\"_blank\" rel=\"noreferrer noopener\">demo<\/a>&nbsp;or&nbsp;<a href=\"https:\/\/www.finereport.com\/en\/activation\" target=\"_blank\" rel=\"noreferrer noopener\">download the software to apply these templates<\/a>.<\/p>\n\n\n\n<h2><span id=\"5_Report_Design_Ideaswith_Examples\">5. Report Design Ideas\uff08with Examples\uff09<\/span><\/h2>\n\n\n\n<p>The report is an interface for presenting status and monitoring progress. Ensure reasonable logic, accurate data, and intuitive presentation are the keys to the dashboard. Some refreshing and intuitive report and dashboard design examples inspire you.<\/p>\n\n\n\n<p>Designing the report layout with a clear priority is the first step.<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" width=\"1024\" height=\"534\" src=\"https:\/\/www.finereport.com\/en\/wp-content\/uploads\/2020\/05\/201902505I-1024x534-1024x534.png\" alt=\"Report design idea\" class=\"wp-image-10175\" srcset=\"https:\/\/www.finereport.com\/en\/wp-content\/uploads\/2020\/05\/201902505I-1024x534.png 1024w, https:\/\/www.finereport.com\/en\/wp-content\/uploads\/2020\/05\/201902505I-1024x534-300x156.png 300w, https:\/\/www.finereport.com\/en\/wp-content\/uploads\/2020\/05\/201902505I-1024x534-768x401.png 768w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><figcaption>Report designing idea (by <a href=\"https:\/\/www.finereport.com\/en\/\" target=\"_blank\" rel=\"noreferrer noopener\">FineReport<\/a>)<\/figcaption><\/figure>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" width=\"1024\" height=\"575\" src=\"https:\/\/www.finereport.com\/en\/wp-content\/uploads\/2021\/03\/20210312C-dashboard-1024x575.png\" alt=\"Report design idea: dashboard\" class=\"wp-image-11673\" srcset=\"https:\/\/www.finereport.com\/en\/wp-content\/uploads\/2021\/03\/20210312C-dashboard-1024x575.png 1024w, https:\/\/www.finereport.com\/en\/wp-content\/uploads\/2021\/03\/20210312C-dashboard-300x168.png 300w, https:\/\/www.finereport.com\/en\/wp-content\/uploads\/2021\/03\/20210312C-dashboard-768x431.png 768w, https:\/\/www.finereport.com\/en\/wp-content\/uploads\/2021\/03\/20210312C-dashboard.png 1350w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><figcaption>Report designing idea: dashboard (by FineReport)<\/figcaption><\/figure>\n\n\n\n<p>If the overall background is dark, then if the text uses the same dark color, it will make them look inconspicuous, and the chart will have a dull feeling. Therefore, the text color of the report can be slightly adjusted. Change the text content to a lighter color and the chart to a somewhat brighter color. The effect will be much better.<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" width=\"1024\" height=\"542\" src=\"https:\/\/www.finereport.com\/en\/wp-content\/uploads\/2021\/02\/20210224C-1-1024x542.png\" alt=\"Report design idea: dashboard\" class=\"wp-image-11582\" srcset=\"https:\/\/www.finereport.com\/en\/wp-content\/uploads\/2021\/02\/20210224C-1-1024x542.png 1024w, https:\/\/www.finereport.com\/en\/wp-content\/uploads\/2021\/02\/20210224C-1-300x159.png 300w, https:\/\/www.finereport.com\/en\/wp-content\/uploads\/2021\/02\/20210224C-1-768x407.png 768w, https:\/\/www.finereport.com\/en\/wp-content\/uploads\/2021\/02\/20210224C-1.png 1288w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><figcaption>Report designing idea: dashboard (by FineReport)<\/figcaption><\/figure>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" width=\"1024\" height=\"544\" src=\"https:\/\/www.finereport.com\/en\/wp-content\/uploads\/2021\/04\/20210428C-CFO-Dashboard-1024x544.jpg\" alt=\"\" class=\"wp-image-11843\" srcset=\"https:\/\/www.finereport.com\/en\/wp-content\/uploads\/2021\/04\/20210428C-CFO-Dashboard-1024x544.jpg 1024w, https:\/\/www.finereport.com\/en\/wp-content\/uploads\/2021\/04\/20210428C-CFO-Dashboard-300x159.jpg 300w, https:\/\/www.finereport.com\/en\/wp-content\/uploads\/2021\/04\/20210428C-CFO-Dashboard-768x408.jpg 768w, https:\/\/www.finereport.com\/en\/wp-content\/uploads\/2021\/04\/20210428C-CFO-Dashboard.jpg 1289w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><figcaption>Report designing idea: dashboard (by FineReport)<\/figcaption><\/figure>\n\n\n\n<div class=\"wp-block-buttons\">\n<div class=\"wp-block-button\"><a class=\"wp-block-button__link has-vivid-cyan-blue-to-vivid-purple-gradient-background has-text-color has-background\" href=\"https:\/\/www.fanruan.com\/en\/demo\" style=\"border-radius:50px;color:#fffffa\" target=\"_blank\" rel=\"noreferrer noopener\"> Download the Template<\/a><\/div>\n<\/div>\n\n\n\n<p><\/p>\n\n\n\n<p>In addition, the purely static display makes people feel that the large screen lacks vitality. To this end, add some animation effects to the demo to enhance the engagement and visual perception of the template.<\/p>\n\n\n\n<h2><span id=\"6_A_Conclusion_of_Report_Design\">6. A Conclusion of Report Design<\/span><\/h2>\n\n\n\n<p>This article offers report design tutorials and guidelines, beginning with the &#8216;5W1H&#8217; problem. Subsequently, in the process of designing criteria for publishing reports, you will navigate through seven essential steps.<\/p>\n\n\n\n<p>At the same time, a craftsman must sharpen his tools to do his job. A good <strong><a href=\"https:\/\/www.finereport.com\/en\/reporting-tools\/best-reporting-tools-list.html\" target=\"_blank\" rel=\"noreferrer noopener\">reporting tool<\/a><\/strong> can make report designing twice the result with half the effort. <strong><a href=\"https:\/\/www.finereport.com\/en\/\" target=\"_blank\" rel=\"noreferrer noopener\">FineReport<\/a><\/strong>&#8216;s report and dashboard visualization can meet the increasingly complex data analysis requirements. It is fast to get started and ultimately realizes low-code development, which greatly reduces the cost of visualization and truly realizes that everyone is a data analyst!<\/p>\n\n\n\n<p>Last but not least, I am happy to inform you that the FineReport is entirely free for individuals. Why not download FineReport for a free trial?<\/p>\n\n\n\n<div class=\"wp-block-buttons\">\n<div class=\"wp-block-button\"><a class=\"wp-block-button__link has-vivid-cyan-blue-to-vivid-purple-gradient-background has-text-color has-background\" href=\"https:\/\/www.fanruan.com\/en\/finereport\/download-trial-b\" style=\"border-radius:50px;color:#fffffa\" target=\"_blank\" rel=\"noreferrer noopener\">Try FineReport For Free<\/a><\/div>\n<\/div>\n\n\n\n<p>It\u2019s free to make an appointment for a live demo with product experts from FineReport and work together to discover your needs and see how FineReport can help you and your organization better transform data into value.<\/p>\n\n\n\n<div style=\"margin:20px 0px\">\n<a href=\"https:\/\/www.fanruan.com\/en\/demo\" style=\"background-color:#2c7adf;padding: 15px 26px;border-radius:50px;color:#fff\" target=\"_blank\" rel=\"noreferrer noopener\">\nBook A Demo\n<\/a>\n<\/div>\n\n\n\n<p><\/p>\n\n\n\n<p><\/p>\n","protected":false},"excerpt":{"rendered":"<p>The design of reports can be considered from two aspects: layout and system. You may have seen many articles emphasize how to improve the layout of the report. Today, let&#8217;s learn the report designing from the perspective of the report system.<\/p>\n","protected":false},"author":1,"featured_media":9121,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":[],"categories":[138],"tags":[],"yst_prominent_words":[6867,185,291,2941,2939,805,3136,3018,2596,2945,209,6866,6863,449,3135,6864,3149,371,2955],"_links":{"self":[{"href":"https:\/\/www.finereport.com\/en\/wp-json\/wp\/v2\/posts\/9231"}],"collection":[{"href":"https:\/\/www.finereport.com\/en\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.finereport.com\/en\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.finereport.com\/en\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/www.finereport.com\/en\/wp-json\/wp\/v2\/comments?post=9231"}],"version-history":[{"count":54,"href":"https:\/\/www.finereport.com\/en\/wp-json\/wp\/v2\/posts\/9231\/revisions"}],"predecessor-version":[{"id":19846,"href":"https:\/\/www.finereport.com\/en\/wp-json\/wp\/v2\/posts\/9231\/revisions\/19846"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.finereport.com\/en\/wp-json\/wp\/v2\/media\/9121"}],"wp:attachment":[{"href":"https:\/\/www.finereport.com\/en\/wp-json\/wp\/v2\/media?parent=9231"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.finereport.com\/en\/wp-json\/wp\/v2\/categories?post=9231"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.finereport.com\/en\/wp-json\/wp\/v2\/tags?post=9231"},{"taxonomy":"yst_prominent_words","embeddable":true,"href":"https:\/\/www.finereport.com\/en\/wp-json\/wp\/v2\/yst_prominent_words?post=9231"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}