reporting dashboards

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dynamic reports


Dynamic reports are as the name suggests dynamically created from your dataset. The power of these reports is in the way that they are generated. Putting a line by line dataset into a database means that your analysis can be provided ad-hoc. That is to say that whenever a link is clicked on the website, the data shown is created specifically at that time with the correct filters and breaks.

Data is typically (although not restricted to) presented primarily as a dashboard with the Key Performance Indicator scores as the home page. This screen provides access to the rest of the reporting where colours, icons, arrows, scores and graphs and charts can all be produced from a database of data and provided as information.

One of the most frequent requests we get is the difference between a scorecard presentation and a dashboard presentation. We found this handy guide online which explains it quite clearly: -



Business Focus

Tactical, Operational


Primary purpose

Performance measurement

Performance management

Typical users

LOB staff, operational managers, front-line workers, execs, managers

Executives, managers

Update frequency

Real-time, right time


Time perspective

Historical & current metrics

Historical, current, and future

Business impact

Summarises and visually represents performance measures

Integrates and compares strategic goals, objectives and performance measures

A dashboard typically presents data as it happens. As an interview or event takes place, the report is updated immediately (or at a frequency that can be regarded as immediately) and the numbers shown provide a score through a dynamic analysis of the data, the information provided is for the purpose of the event rather than the overall experience (although that can build over time/events into a meaningful score).

A scorecard on the other hand is more typically used to present a dataset rather than event. As a scorecard is usually providing a metric for an individual rather an event, the information garnered from the dataset should be fixed over a period of time or multiple events to eliminate any "outliers" that could skew the numbers one way or another (hope that explains it).

Utilising an online reporting dashboard enables you to update report data without the need to run tables or external analysis first. Within tracking studies, a new wave of data can be added into the database, and automatically included within the reports as soon as it is uploaded (as long as the report has been set up to allow for this at the outset). We have provided a simple dynamic report as an example for you to view and click through to see the instant analysis on a line by line dataset. All aggregations are created automatically from the database which is provided at an individual staff member level.

The flexibility of dynamic reporting also means that changes can be made and instantly implemented once agreed and signed off. A client can make a request for a new report, and this can be made available for all historical data as soon as it has been applied. All data will be handled consistently and so as long as it meets the reporting criteria the information will be there within the website. New pages can be added in the background without affecting the existing reports and then added as soon as it is ready.

When combined with a document portal, your online offering can be a cost effective (and secure) way to provide your clients with the information and files they need.

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