{"id":8661,"date":"2020-07-14T07:27:00","date_gmt":"2020-07-14T07:27:00","guid":{"rendered":"https:\/\/ubiq.co\/tech-blog\/?p=8661"},"modified":"2025-08-18T05:06:23","modified_gmt":"2025-08-18T05:06:23","slug":"business-intelligence-reporting-best-practices","status":"publish","type":"post","link":"https:\/\/ubiq.co\/tech-blog\/business-intelligence-reporting-best-practices\/","title":{"rendered":"Business Intelligence Reporting Best Practices"},"content":{"rendered":"\n<p>Business Intelligence Reporting Best Practices help you build insightful BI dashboards and reports that can help you make better decisions. Here are the top 5 Business Intelligence Reporting Best Practices to follow to make your BI project a success.<\/p>\n\n\n\n<div id=\"ez-toc-container\" class=\"ez-toc-v2_0_82_2 counter-hierarchy ez-toc-counter ez-toc-grey ez-toc-container-direction\">\n<div class=\"ez-toc-title-container\">\n<p class=\"ez-toc-title\" style=\"cursor:inherit\">Table of Contents<\/p>\n<span class=\"ez-toc-title-toggle\"><a href=\"#\" class=\"ez-toc-pull-right ez-toc-btn ez-toc-btn-xs ez-toc-btn-default ez-toc-toggle\" aria-label=\"Toggle Table of Content\"><span class=\"ez-toc-js-icon-con\"><span class=\"\"><span class=\"eztoc-hide\" style=\"display:none;\">Toggle<\/span><span class=\"ez-toc-icon-toggle-span\"><svg style=\"fill: #999;color:#999\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\" class=\"list-377408\" width=\"20px\" height=\"20px\" viewBox=\"0 0 24 24\" fill=\"none\"><path d=\"M6 6H4v2h2V6zm14 0H8v2h12V6zM4 11h2v2H4v-2zm16 0H8v2h12v-2zM4 16h2v2H4v-2zm16 0H8v2h12v-2z\" fill=\"currentColor\"><\/path><\/svg><svg style=\"fill: #999;color:#999\" class=\"arrow-unsorted-368013\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\" width=\"10px\" height=\"10px\" viewBox=\"0 0 24 24\" version=\"1.2\" baseProfile=\"tiny\"><path d=\"M18.2 9.3l-6.2-6.3-6.2 6.3c-.2.2-.3.4-.3.7s.1.5.3.7c.2.2.4.3.7.3h11c.3 0 .5-.1.7-.3.2-.2.3-.5.3-.7s-.1-.5-.3-.7zM5.8 14.7l6.2 6.3 6.2-6.3c.2-.2.3-.5.3-.7s-.1-.5-.3-.7c-.2-.2-.4-.3-.7-.3h-11c-.3 0-.5.1-.7.3-.2.2-.3.5-.3.7s.1.5.3.7z\"\/><\/svg><\/span><\/span><\/span><\/a><\/span><\/div>\n<nav><ul class='ez-toc-list ez-toc-list-level-1 ' ><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-1\" href=\"https:\/\/ubiq.co\/tech-blog\/business-intelligence-reporting-best-practices\/#What_is_Business_Intelligence_Reporting\" >What is Business Intelligence Reporting<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-2\" href=\"https:\/\/ubiq.co\/tech-blog\/business-intelligence-reporting-best-practices\/#Benefits_of_Business_Intelligence_Reporting\" >Benefits of Business Intelligence Reporting<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-3\" href=\"https:\/\/ubiq.co\/tech-blog\/business-intelligence-reporting-best-practices\/#Business_Intelligence_Reporting_Best_Practices\" >Business Intelligence Reporting Best Practices<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-4\" href=\"https:\/\/ubiq.co\/tech-blog\/business-intelligence-reporting-best-practices\/#1_Understand_Your_Audience\" >1. Understand Your Audience<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-5\" href=\"https:\/\/ubiq.co\/tech-blog\/business-intelligence-reporting-best-practices\/#2_Get_sign_off_from_key_stakeholders_decision_makers\" >2. Get sign off from key stakeholders &amp; decision makers<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-6\" href=\"https:\/\/ubiq.co\/tech-blog\/business-intelligence-reporting-best-practices\/#3_Identify_required_data_sources\" >3. Identify required data sources<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-7\" href=\"https:\/\/ubiq.co\/tech-blog\/business-intelligence-reporting-best-practices\/#4_Create_report_mock_ups\" >4. Create report mock ups<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-8\" href=\"https:\/\/ubiq.co\/tech-blog\/business-intelligence-reporting-best-practices\/#5_Create_a_Small_Proof_Of_Concept_POC\" >5. Create a Small Proof Of Concept (POC)<\/a><\/li><\/ul><\/nav><\/div>\n<h2 class=\"wp-block-heading\"><span class=\"ez-toc-section\" id=\"What_is_Business_Intelligence_Reporting\"><\/span>What is Business Intelligence Reporting<span class=\"ez-toc-section-end\"><\/span><\/h2>\n\n\n\n<p><a href=\"\/online-business-intelligence-tool\">Business Intelligence Reporting (BI Reporting)<\/a> is the process of gathering, transforming, analyzing and reporting data in visual dashboards &amp; reports using tables, charts &amp; graphs, and delivering them to end users through various mediums such as email, pdf, web portal, etc. Business Intelligence Reporting projects can be implemented as a standalone reporting project, or a part of a large BI system. BI Reporting systems are responsible for generation and delivery of BI deliverables such as reports &amp; dashboards for end users.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\"><span class=\"ez-toc-section\" id=\"Benefits_of_Business_Intelligence_Reporting\"><\/span>Benefits of Business Intelligence Reporting<span class=\"ez-toc-section-end\"><\/span><\/h2>\n\n\n\n<p>Here are the key benefits of business intelligence reporting. BI Reporting:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Gives at-a-glance status of your business processes<\/li>\n\n\n\n<li>Allows you to analyze data from various business systems across the organization<\/li>\n\n\n\n<li>Get visual insights about your data<\/li>\n\n\n\n<li>Easily share reports &amp; dashboards across organization and foster collaboration<\/li>\n\n\n\n<li>Track key metrics &amp; KPIs about every business area of your organization<\/li>\n<\/ul>\n\n\n\n<h2 class=\"wp-block-heading\"><span class=\"ez-toc-section\" id=\"Business_Intelligence_Reporting_Best_Practices\"><\/span>Business Intelligence Reporting Best Practices<span class=\"ez-toc-section-end\"><\/span><\/h2>\n\n\n\n<p>Here are key business intelligence reporting best practices you can adopt in your BI projects.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\"><span class=\"ez-toc-section\" id=\"1_Understand_Your_Audience\"><\/span>1. Understand Your Audience<span class=\"ez-toc-section-end\"><\/span><\/h2>\n\n\n\n<p>One of the most important business intelligence best practices is to clearly understand your audience. Different people in an organization require different kinds of information. For example, vice presidents and executives look for summarized information while operational managers and analysts look for granular information.<\/p>\n\n\n\n<p>So it is important to understand who will use your BI reports, how and when. It is also important to understand what KPI metrics matter the most to them. This will give you an idea of the kind of data you need to process in your BI system.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\"><span class=\"ez-toc-section\" id=\"2_Get_sign_off_from_key_stakeholders_decision_makers\"><\/span>2. Get sign off from key stakeholders &amp; decision makers<span class=\"ez-toc-section-end\"><\/span><\/h2>\n\n\n\n<p>It is important to get a sign off from all the key stakeholders and decision makers about business intelligence reporting requirements. Otherwise, it will lead to unnecessary iterations and updates during implementation.<\/p>\n\n\n\n<p>Typically, there are 3 kinds of users who are involved in a <a href=\"\/online-business-intelligence-tool\">BI reporting project<\/a>. First, is the end users (such as sales, marketing, operations department) who will use your BI reporting system on a regular basis. Second is the IT department that has to make sure that your BI system gets all the required data, and works in compliance with all IT policies. Finally you will have one or more members from senior management (CIO, CTO, CMO, etc) to oversee the entire project.<\/p>\n\n\n\n<p>It is important to get these stakeholders to collaborate from the beginning, to avoid unnecessary back and forth later on.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\"><span class=\"ez-toc-section\" id=\"3_Identify_required_data_sources\"><\/span>3. Identify required data sources<span class=\"ez-toc-section-end\"><\/span><\/h2>\n\n\n\n<p>If your business intelligence reporting system doesn&#8217;t get the required data it won&#8217;t deliver expected results. So make sure you have clearly identified all the required data sources for your BI project.<\/p>\n\n\n\n<p>Some data sources will be readily available and usable, while some may require data transformation before use. Make a list of all required data sources, along with their format, storage location, and transformations required to use them in your BI system.<\/p>\n\n\n\n<p>Some data sources may not be available at all. Your organization may have to purchase such data from third-party vendors, or reduce the project scope altogether to work without these unavailable data sources. In either case, inform project stakeholders about these data requirements.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\"><span class=\"ez-toc-section\" id=\"4_Create_report_mock_ups\"><\/span>4. Create report mock ups<span class=\"ez-toc-section-end\"><\/span><\/h2>\n\n\n\n<p>One of the key business intelligence reporting best practices is to ensure that you create mock-ups that are as close as possible to the final BI reports. It allows end users and stakeholders to understand what to expect in BI deliverables. It also gives them an opportunity to provide early feedback, that will help implementation.<\/p>\n\n\n\n<p>Use a <a href=\"\/dashboard-reporting-software-tool\">dashboard reporting tool<\/a> to quickly mock up your BI report designs. These BI tools provide a drag &amp; drop report editor that allows you to easily design dashboards and make edits. They also offer many point-and-click customization options, to help you build variety of BI reports for your organization. They even allow you to present dashboard mock-ups on large TV, or export them as Image\/PDF.<\/p>\n\n\n\n<p>So build sample BI dashboards &amp; reports, and present them to your target audience, before building your BI system.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\"><span class=\"ez-toc-section\" id=\"5_Create_a_Small_Proof_Of_Concept_POC\"><\/span>5. Create a Small Proof Of Concept (POC)<span class=\"ez-toc-section-end\"><\/span><\/h2>\n\n\n\n<p>Business Intelligence Reporting Systems are fairly complicated with many moving parts. So build a POC for a small subset of data and users. This will help you identify and fix issues early on. Make sure to keep key stakeholders involved all along.<\/p>\n\n\n\n<p>Create business intelligence reporting system for a small set of users, with a small set of reports. Get feedback from end users and stakeholders before proceeding to scale your BI system. Otherwise, you will be overwhelmed with issues and questions from BI users.<\/p>\n\n\n\n<p>Similarly, go for a phase-wise rollout of your BI system, so that you can easily onboard users, and update your BI system iteratively.<\/p>\n\n\n\n<p>Hopefully, the above business intelligence reporting best practices will help you develop a robust and user-friendly business intelligence system for your organization.<\/p>\n\n\n\n<p><a href=\"http:\/\/ubiq.co\/\">Ubiq<\/a>&nbsp;makes it easy to visualize data in minutes, and monitor in real-time dashboards.&nbsp;<a href=\"http:\/\/ubiq.co\/accounts\/register\">Try it<\/a>&nbsp;Today!<\/p>\n\n\n\n<p>Also read:<br><a href=\"https:\/\/ubiq.co\/tech-blog\/how-to-create-executive-dashboard-reports-examples-templates\/\">How to Create Executive Dashboard<\/a><br><a href=\"https:\/\/ubiq.co\/tech-blog\/how-to-create-project-management-dashboard-examples-templates\/\">How to Create Project Management Dashboard<\/a><br><a href=\"https:\/\/ubiq.co\/tech-blog\/hr-dashboards-reports-benefits-examples-kpis-metrics\/\">HR Dashboards &#8211; Benefits, Examples &amp; Metrics<\/a><\/p>\n","protected":false},"excerpt":{"rendered":"<p>Business Intelligence Reporting Best Practices help you design intuitive and insightful BI dashboards &#038; reports. Here are the top business intelligence reporting best practices to apply for your business. <\/p>\n","protected":false},"author":1,"featured_media":8663,"comment_status":"open","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"_jetpack_memberships_contains_paid_content":false,"footnotes":""},"categories":[500],"tags":[512,528],"class_list":["post-8661","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-business-intelligence","tag-bi-reporting","tag-business-intelligence-reporting"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v27.2 - https:\/\/yoast.com\/product\/yoast-seo-wordpress\/ -->\n<title>Business Intelligence Reporting Best Practices - Ubiq BI<\/title>\n<meta name=\"description\" content=\"Business Intelligence Reporting Best Practices help you design intuitive and insightful BI dashboards &amp; reports. 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Here are the top business intelligence reporting best practices to apply for your business.\" \/>\n<meta property=\"og:url\" content=\"https:\/\/ubiq.co\/tech-blog\/business-intelligence-reporting-best-practices\/\" \/>\n<meta property=\"og:site_name\" content=\"Ubiq BI\" \/>\n<meta property=\"article:publisher\" content=\"https:\/\/www.facebook.com\/ubiqbi\" \/>\n<meta property=\"article:published_time\" content=\"2020-07-14T07:27:00+00:00\" \/>\n<meta property=\"article:modified_time\" content=\"2025-08-18T05:06:23+00:00\" \/>\n<meta property=\"og:image\" content=\"https:\/\/ubiq.co\/tech-blog\/wp-content\/uploads\/2020\/07\/Business-Intelligence-Reporting-Best-Practices-730x410-1.jpg\" \/>\n\t<meta property=\"og:image:width\" content=\"730\" \/>\n\t<meta property=\"og:image:height\" content=\"410\" \/>\n\t<meta property=\"og:image:type\" content=\"image\/jpeg\" \/>\n<meta name=\"author\" content=\"Sreeram Sreenivasan\" \/>\n<meta name=\"twitter:card\" content=\"summary_large_image\" \/>\n<meta name=\"twitter:creator\" content=\"@UbiqBI\" \/>\n<meta name=\"twitter:site\" content=\"@UbiqBI\" \/>\n<meta name=\"twitter:label1\" content=\"Written by\" \/>\n\t<meta name=\"twitter:data1\" content=\"Sreeram Sreenivasan\" \/>\n\t<meta name=\"twitter:label2\" content=\"Est. reading time\" \/>\n\t<meta name=\"twitter:data2\" content=\"5 minutes\" \/>\n<script type=\"application\/ld+json\" class=\"yoast-schema-graph\">{\"@context\":\"https:\/\/schema.org\",\"@graph\":[{\"@type\":\"Article\",\"@id\":\"https:\/\/ubiq.co\/tech-blog\/business-intelligence-reporting-best-practices\/#article\",\"isPartOf\":{\"@id\":\"https:\/\/ubiq.co\/tech-blog\/business-intelligence-reporting-best-practices\/\"},\"author\":{\"name\":\"Sreeram Sreenivasan\",\"@id\":\"https:\/\/ubiq.co\/tech-blog\/#\/schema\/person\/db98d49a766a3a111d8510935ab90abc\"},\"headline\":\"Business Intelligence Reporting Best Practices\",\"datePublished\":\"2020-07-14T07:27:00+00:00\",\"dateModified\":\"2025-08-18T05:06:23+00:00\",\"mainEntityOfPage\":{\"@id\":\"https:\/\/ubiq.co\/tech-blog\/business-intelligence-reporting-best-practices\/\"},\"wordCount\":894,\"commentCount\":0,\"image\":{\"@id\":\"https:\/\/ubiq.co\/tech-blog\/business-intelligence-reporting-best-practices\/#primaryimage\"},\"thumbnailUrl\":\"https:\/\/i0.wp.com\/ubiq.co\/tech-blog\/wp-content\/uploads\/2020\/07\/Business-Intelligence-Reporting-Best-Practices-730x410-1.jpg?fit=730%2C410&ssl=1\",\"keywords\":[\"bi reporting\",\"business intelligence reporting\"],\"articleSection\":[\"Business Intelligence\"],\"inLanguage\":\"en-US\",\"potentialAction\":[{\"@type\":\"CommentAction\",\"name\":\"Comment\",\"target\":[\"https:\/\/ubiq.co\/tech-blog\/business-intelligence-reporting-best-practices\/#respond\"]}]},{\"@type\":\"WebPage\",\"@id\":\"https:\/\/ubiq.co\/tech-blog\/business-intelligence-reporting-best-practices\/\",\"url\":\"https:\/\/ubiq.co\/tech-blog\/business-intelligence-reporting-best-practices\/\",\"name\":\"Business Intelligence Reporting Best Practices - Ubiq BI\",\"isPartOf\":{\"@id\":\"https:\/\/ubiq.co\/tech-blog\/#website\"},\"primaryImageOfPage\":{\"@id\":\"https:\/\/ubiq.co\/tech-blog\/business-intelligence-reporting-best-practices\/#primaryimage\"},\"image\":{\"@id\":\"https:\/\/ubiq.co\/tech-blog\/business-intelligence-reporting-best-practices\/#primaryimage\"},\"thumbnailUrl\":\"https:\/\/i0.wp.com\/ubiq.co\/tech-blog\/wp-content\/uploads\/2020\/07\/Business-Intelligence-Reporting-Best-Practices-730x410-1.jpg?fit=730%2C410&ssl=1\",\"datePublished\":\"2020-07-14T07:27:00+00:00\",\"dateModified\":\"2025-08-18T05:06:23+00:00\",\"author\":{\"@id\":\"https:\/\/ubiq.co\/tech-blog\/#\/schema\/person\/db98d49a766a3a111d8510935ab90abc\"},\"description\":\"Business Intelligence Reporting Best Practices help you design intuitive and insightful BI dashboards & reports. 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