{"id":19080,"date":"2023-04-13T10:37:29","date_gmt":"2023-04-13T08:37:29","guid":{"rendered":"https:\/\/www.digdash.com\/?p=19080"},"modified":"2023-04-25T14:06:15","modified_gmt":"2023-04-25T12:06:15","slug":"the-difference-between-reporting-and-dashboarding","status":"publish","type":"post","link":"https:\/\/www.digdash.com\/en\/news-articles\/tips-and-tricks\/the-difference-between-reporting-and-dashboarding\/","title":{"rendered":"What is the difference between reporting and dashboarding?"},"content":{"rendered":"<p>In terms of company management, reporting and dashboarding are essential tools for any organisation wishing to improve its daily performance. However, they are sometimes confused, and their respective roles are not always well understood\u2026 In order to see things more clearly, let&#8217;s take stock of the main differences between these two tools, but also of their complementarity.<\/p>\n<h2><b>What are reporting and dashboards?<\/b><\/h2>\n<p><span style=\"font-weight: 400;\">Before discussing the main differences between reporting and dashboarding, it is important to define these two concepts.<\/span><\/p>\n<h3><b>Reporting taking stock of the company&#8217;s activity<\/b><\/h3>\n<p><b>Reporting is a comprehensive account that provides an overview of the activity of the company, a department, or a subsidiary.\u00a0<\/b><\/p>\n<p><span style=\"font-weight: 400;\">It is therefore a snapshot in time, focusing on a specific period. Moreover, it presents raw information that needs to be analysed and highlighted to be truly exploitable.<\/span><\/p>\n<h3><b>The dashboard for real-time control<\/b><\/h3>\n<p><b>The dashboard is a business management tool that provides real and immediate decision support.\u00a0<\/b><\/p>\n<p><span style=\"font-weight: 400;\">Unlike reporting, it contains real-time data to monitor the day-to-day performance of an activity, project, or department. The information is prioritised and presented in the form of a set of key performance indicators (KPIs) that are easy to interpret.\u00a0<\/span><\/p>\n<p><span style=\"font-weight: 400;\">In this way, the company can make progress towards its strategic objectives while implementing corrective actions if necessary. It can be specific to certain areas of the company, for example the HR dashboard, the marketing dashboard or the sales dashboard&#8230;<\/span><\/p>\n<div style=\"background-color: #fac3a1; border-radius: 9px; border: 2px solid #EE7326; padding: 5px;\"><span style=\"font-weight: 400;\"><strong>Learn more<\/strong> : <a href=\"https:\/\/www.digdash.com\/en\/news-articles-en\/tips-and-tricks\/how-to-create-high-performance-dashboards\/\">How to create high-performance dashboards?<\/a><\/span><\/div>\n<p>&nbsp;<\/p>\n<h2><b>The main differences between reporting and dashboarding<\/b><\/h2>\n<h3><b>The shape<\/b><\/h3>\n<p><span style=\"font-weight: 400;\">Reporting and dashboarding are distinguished firstly by their form. In general, the former is a <\/span><b>document generated in PDF or PPT format<\/b><span style=\"font-weight: 400;\">, containing both text and graphics. It is not interactive, since it presents information relating to a past period.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">The <\/span><a href=\"https:\/\/www.digdash.com\/en\/news-articles-en\/business-prospects\/how-to-build-an-analytical-dashboard-for-retail-activities\/\"><span style=\"font-weight: 400;\">management dashboard<\/span><\/a><span style=\"font-weight: 400;\"> is <\/span><b>an interactive tool that brings together performance measurement indicators and visual representations <\/b><span style=\"font-weight: 400;\">for an immediate understanding of the information. Designed with Business Intelligence software, it allows data to be explored and analysed, and updated continuously.<\/span><\/p>\n<h3><b>Completeness<\/b><\/h3>\n<p><span style=\"font-weight: 400;\">In many cases, <\/span><b>reporting is a very detailed document<\/b><span style=\"font-weight: 400;\">, which provides an exhaustive description of the activity of the company or a department.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">In contrast, <\/span><b>the dashboard is much more synthetic <\/b><span style=\"font-weight: 400;\">and focuses on a specific theme, in order to monitor performance at a glance. However, it is recommended not to present more than 10 indicators per dashboard.<\/span><\/p>\n<h3><b>The objectives<\/b><\/h3>\n<p><span style=\"font-weight: 400;\">Mainly intended for managers and business units, <\/span><b>reporting provides an overall view of the actions taken by the company and their impact <\/b><span style=\"font-weight: 400;\">over a defined period. It enables the identification of major trends, the study of problems, the establishment of forecasts, etc. It is therefore a tool that is resolutely oriented towards the long term.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">The objectives of a management dashboard are different, as it is designed to <\/span><b>facilitate short-term decision-making<\/b><span style=\"font-weight: 400;\">. Indeed, the information is prioritised to highlight the most important indicators. Thanks to the data updated in real time, it also allows teams to act proactively.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Setting up a reporting system is about collecting and processing data, while creating a dashboard is about analysing the data to support decision-making.\u00a0\u00a0<\/span><\/p>\n<h2><b>How to combine reporting and dashboarding?<\/b><\/h2>\n<p><span style=\"font-weight: 400;\">Despite their differences, <\/span><b>reporting and the dashboard are not opposites<\/b><span style=\"font-weight: 400;\">: they are complementary tools that must be used together to exploit their full potential.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Indeed, <\/span><a href=\"https:\/\/www.digdash.com\/en\/news-articles-en\/tips-and-tricks\/how-to-create-high-performance-dashboards\/\"><span style=\"font-weight: 400;\">the development of a dashboard<\/span><\/a><span style=\"font-weight: 400;\"> is necessarily based on the prior analysis of the reporting, which makes it possible to identify problems, trends, but also and above all the objectives to be achieved. The company can then define relevant <\/span><b>key indicators (KPIs) <\/b><span style=\"font-weight: 400;\">to manage its performance on a daily basis.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Nevertheless, to effectively combine reporting and dashboarding, it is essential to fulfil some prerequisites.<\/span><\/p>\n<h3><b>Reliable and centralised data<\/b><\/h3>\n<p><span style=\"font-weight: 400;\">There&#8217;s one notable common point between dashboards and reporting: both tools must be based on quality data to be truly effective. Hence, the importance of <\/span><b>centralising, cleansing and structuring the data <\/b><span style=\"font-weight: 400;\">before analysing it.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">By making its data more reliable, the company can use it to improve its performance and increase its turnover, while considerably reducing the risk of misinterpretation.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">To achieve this, it can rely on <\/span><b>business intelligence software <\/b><span style=\"font-weight: 400;\">or a <\/span><b>reporting tool that <\/b><span style=\"font-weight: 400;\">automatically processes the data. The organisation can then draw all the benefits from its reporting and decision-making dashboards.<\/span><\/p>\n<h3><b>Well-defined objectives<\/b><\/h3>\n<p><span style=\"font-weight: 400;\">In order to <\/span><b>exploit the full potential of the reporting and the dashboard<\/b><span style=\"font-weight: 400;\">, their respective tasks must be clearly defined. Employees at all levels of the company must be able to differentiate between them and use them appropriately, knowing which tool is best suited to each situation.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">To achieve this, it is essential to define their use, their form, their frequency, their level of detail and also their target audience. In this way, the functions and objectives of each tool are clearly separated, enabling both employees and managers to benefit from their complementarity.<\/span><\/p>\n<div style=\"background-color: #fac3a1; border-radius: 9px; border: 2px solid #EE7326; padding: 5px;\"><span style=\"font-weight: 400;\"><b>Learn more<\/b><\/span><span style=\"font-weight: 400;\"> : <a href=\"https:\/\/www.digdash.com\/en\/uncategorized\/how-can-you-optimise-your-retail-kpis-and-your-supply-chain-with-business-intelligence\/\">How can you optimise your KPIs retail and your supply chain with the BI?<\/a><\/span><\/div>\n<p>&nbsp;<\/p>\n<p><b><i>Sometimes confused, reporting and the dashboard are two tools in their own right, which differ in form and content. But their real strength lies in their complementarity: hence the interest in understanding their characteristics and using them jointly to benefit from enlightened company management.<\/i><\/b><\/p>\n","protected":false},"excerpt":{"rendered":"<p>In terms of company management, reporting and dashboarding are essential tools for any organisation wishing to improve its daily performance. However, they are sometimes confused, and their respective roles are not always well understood\u2026 In order to see things more clearly, let&#8217;s take stock of the main differences between these two tools, but also of &#8230; <a title=\"What is the difference between reporting and dashboarding?\" class=\"read-more\" href=\"https:\/\/www.digdash.com\/en\/news-articles\/tips-and-tricks\/the-difference-between-reporting-and-dashboarding\/\" aria-label=\"Read more about What is the difference between reporting and dashboarding?\">Lire plus<\/a><\/p>\n","protected":false},"author":21,"featured_media":18372,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"footnotes":""},"categories":[27],"tags":[],"class_list":["post-19080","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-tips-and-tricks"],"acf":[],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v28.4 - 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