Reporting Guide

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Guide

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About

Reports are more than just numbers on a spreadsheet or fancy dashboard. We often get caught up in the numbers. People are at the heart of campaign reports. Reports help us better understand communities or if our team will meet its goals. 

Some team members feel at home reading between the lines of an excel document, while others find reports to be overwhelming. This guide will help you get into the mind of the users of your reports to understand what insights campaign managers, organizing directors, other decision-makers care about most.

The Reporting Guide will cover the concepts that underpin good reporting and analysis. 

  • Audience (reports users)
  • Metrics
  • Planning assumptions
  • Types of reports
  • Design best practices
  • Reporting checklists

All the topics covered apply to all reporting mechanisms (spreadsheets, Tableau, Google Data Studio, Shinyapp) you use to display analysis.

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