Best Practices to Develop and Manage a Corporate Reporting Template

  • by Jennifer McKune, Senior Consultant, Decision First Technologies
  • February 13, 2013
Through written instruction and a video demo, discover best practices for creating a corporate reporting template and learn tips and tricks for rapid template development within SAP BusinessObjects Web Intelligence (WebI). Uncover use cases for free-standing template cells, effective implementation of relative positioning, and best practices around naming conventions and imbedded security. Ascertain fundamentals for administering template security, future changes, and user adoption training.
Key Concept

A corporate reporting template is a sample report that users can copy and modify to create a myriad of other reports while still conforming to corporate reporting standards.

Development and management of corporate reporting initiatives can be burdensome and result in a muddled array of report styles and data. Clearly streamlining the process for corporate branding through a reporting template gives direction to all users and ensures consistent results, as well as focused management of the development process.

While the drag and drop functionality of SAP BusinessObjects Web Intelligence (WebI) results in a powerful ad-hoc tool for corporate reporting, issues with formatting often cause end users to write off the tool as difficult to use, confusing, frustrating, or inaccurate. Correctly implementing a corporate standard and template mitigates these issues, resulting in greater user adoption and a cohesive corporate brand.

I take you through four steps of how to create a corporate reporting template, and also share best practices to consider.

Jennifer McKune

Jennifer McKune is a senior BI consultant with full life cycle data warehouse and business process experience across many industry sectors. She speaks globally and mentors on data warehousing, ETL, and business process and reporting best practices. She has more than eight years of IT experience in the following areas: data warehouse design; ETL; architecture and development; business process re-engineering; universes dashboards, and report design and implementation; security and business analysis and administration; technical training and mentoring; and project management.

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