Report Services Document Analysis Guide - MicroStrategy

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Getting Started with Documents in Desktop Report Services Document Analysis Guide
Ideas for effective use of this document type
• The foregoing sample document displays a number of supporting
elements such as a document title, which helps users working either with
electronic or printed documents. These are generated automatically
based on the selected quarter, date and time, user name, and page
numbers. Each of these supporting elements repeat on each page. The
document also includes a Notes section with definitions for the key
performance indicators (KPIs) that appear in the document.
• The foregoing sample document includes a prompt that allows you to
select a specific quarter for which to display data. You can modify the
prompt to compare data at different time levels, such as current month
vs. year-to-month, or month-to-date vs. year-to-date.
• Managers can use managed metric reports to assess the current
operational status of the business, viewing such metrics as
actual-to-planned, time series progressions, and process flows.
• Managed metrics reports are most effective when they use clean, simple
formatting that presents data in a clear process flow or show
straightforward lists of key metrics. Pertinent Report Services features
include free-form field layout and drawing data from multiple queries to
support metrics management goals.
• By adding predictive analysis, managed metrics reports can also display
correlations, projections, and other statistical analyses.
Production and operational reports
Production and operational reports are designed to present data in
hierarchical categories or bands and can span across hundreds of printed
pages.
The sample production and operational report document type that follows is
the Sales Pipeline Report. This document lists all sales opportunities in the
pipeline. It groups opportunities based on sales region, sales district, and
sales representative.
This document also provides a snapshot of each opportunity’s current status
and measures key metrics such as unweighted and weighted sales forecasts.
Sales managers can use this document to see a general overview of the sales
pipeline and to identify key opportunities and opportunity statuses. The data
6 Production and operational reports © 2012 MicroStrategy, Inc.