Report management refers to the systematic creation, administration, and delivery of reports within a company or organization. This includes the entire process from data collection and analysis to presenting results in the form of reports. The aim of report management is to present relevant information in an understandable manner and assist decision-makers in gaining insights and making informed decisions.
Typical functions of software in the field of report management may include:
Report Generation: The ability to generate reports based on collected data.
Report Design: Tools for designing and customizing reports, including layout, formatting, and graphic elements.
Data Integration: Connection to various data sources to ensure current and accurate information for reports.
Planning and Scheduling: Features for the timed creation and delivery of reports.
User Access Control: Control over which users can access which reports to ensure data security.
Interactive Dashboards: Creation of interactive dashboards that display key information at a glance.
Export Options: The ability to export reports in various formats, such as PDF, Excel, or CSV.
Report Distribution: Automatic distribution of reports via email or to other systems.
Versioning: Management of different versions of reports to track changes.
Analytical Functions: Built-in analytical tools to examine data within reports more precisely.