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Management Information Systems REPORTS M. Rasti-Barzoki Website: rasti.iut.ac.ir 91-2

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Page 1: REPORTS - iut.ac.ir · Management Information Systems rasti.iut.ac.ir Form and report design are performed in the logical design phase. Forms and reports are integrally related to

Management Information Systems

REPORTS

M. Rasti-Barzoki Website: rasti.iut.ac.ir 91-2

Page 2: REPORTS - iut.ac.ir · Management Information Systems rasti.iut.ac.ir Form and report design are performed in the logical design phase. Forms and reports are integrally related to

Management Information Systems

rasti.iut.ac.ir

Reports

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Page 3: REPORTS - iut.ac.ir · Management Information Systems rasti.iut.ac.ir Form and report design are performed in the logical design phase. Forms and reports are integrally related to

Management Information Systems

rasti.iut.ac.ir

Report

A business document that contains only predefined data

A document for reading or viewing data

Typically contains data from many database records or transactions

Form

A business document that contains some predefined data and may include some areas where additional data are to be filled in

An instance of a form is typically based on one database record

Reports

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Page 4: REPORTS - iut.ac.ir · Management Information Systems rasti.iut.ac.ir Form and report design are performed in the logical design phase. Forms and reports are integrally related to

Management Information Systems

rasti.iut.ac.ir

Data input indicates forms while data output indicates reports.

Form/Report and DFD Relationship

Reports

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Process

Process

Input data

Output Data

Output/InputData

Page 5: REPORTS - iut.ac.ir · Management Information Systems rasti.iut.ac.ir Form and report design are performed in the logical design phase. Forms and reports are integrally related to

Management Information Systems

rasti.iut.ac.ir

Reports

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Page 6: REPORTS - iut.ac.ir · Management Information Systems rasti.iut.ac.ir Form and report design are performed in the logical design phase. Forms and reports are integrally related to

Management Information Systems

rasti.iut.ac.ir

Reports

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Page 7: REPORTS - iut.ac.ir · Management Information Systems rasti.iut.ac.ir Form and report design are performed in the logical design phase. Forms and reports are integrally related to

Management Information Systems

rasti.iut.ac.ir

Form and report design are performed in the logical design phase.

Forms and reports are integrally related to DFD and E-R diagrams.

– Every input form (output) related to a data flow entering (produced by) a process on a DFD

– Data on forms/reports consist of data elements on the E-R diagram

Reports

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Page 8: REPORTS - iut.ac.ir · Management Information Systems rasti.iut.ac.ir Form and report design are performed in the logical design phase. Forms and reports are integrally related to

Management Information Systems

rasti.iut.ac.ir

•Filtering

Reports

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Page 9: REPORTS - iut.ac.ir · Management Information Systems rasti.iut.ac.ir Form and report design are performed in the logical design phase. Forms and reports are integrally related to

Management Information Systems

rasti.iut.ac.ir

•Filtering

Reports

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Page 10: REPORTS - iut.ac.ir · Management Information Systems rasti.iut.ac.ir Form and report design are performed in the logical design phase. Forms and reports are integrally related to

Management Information Systems

rasti.iut.ac.ir

• Scheduled:

– produced at predefined time intervals for routine information needs

• Key-indicator:

– provide summary of critical information on regular basis

• Exception:

– highlights data outside of normal operating ranges

• Drill-down:

– provide details behind summary of key-indicator or exception reports

• Ad-hoc:

– respond to unplanned requests for non-routine information needs

Common Types of Reports

Reports

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Page 11: REPORTS - iut.ac.ir · Management Information Systems rasti.iut.ac.ir Form and report design are performed in the logical design phase. Forms and reports are integrally related to

Management Information Systems

rasti.iut.ac.ir

Reports

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Page 12: REPORTS - iut.ac.ir · Management Information Systems rasti.iut.ac.ir Form and report design are performed in the logical design phase. Forms and reports are integrally related to

Management Information Systems

rasti.iut.ac.ir

Reports

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Page 13: REPORTS - iut.ac.ir · Management Information Systems rasti.iut.ac.ir Form and report design are performed in the logical design phase. Forms and reports are integrally related to

Management Information Systems

rasti.iut.ac.ir

Reports

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Page 14: REPORTS - iut.ac.ir · Management Information Systems rasti.iut.ac.ir Form and report design are performed in the logical design phase. Forms and reports are integrally related to

Management Information Systems

rasti.iut.ac.ir

• Output can be in the form of

– Print (Hard Copy)

– Screen (Soft Copy)

– Audio/Film (Multimedia)

– CD/DVD/Memory

– E-mail

– The World Wide Web

– Fax

– Bulletin board messages

Output Technologies

Reports

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Page 15: REPORTS - iut.ac.ir · Management Information Systems rasti.iut.ac.ir Form and report design are performed in the logical design phase. Forms and reports are integrally related to

Management Information Systems

rasti.iut.ac.ir

• Output technologies differ in their

– Speed

– Cost

– Portability

– Flexibility

– Storage and retrieval possibilities

Output Technologies

Reports

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Page 16: REPORTS - iut.ac.ir · Management Information Systems rasti.iut.ac.ir Form and report design are performed in the logical design phase. Forms and reports are integrally related to

Management Information Systems

rasti.iut.ac.ir

• Internal output is used within the corporation

• External output is used outside the organization

– External output differs from internal output in its design and appearance

• A turnaround document is one that is sent out and then returned

Reports

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Page 17: REPORTS - iut.ac.ir · Management Information Systems rasti.iut.ac.ir Form and report design are performed in the logical design phase. Forms and reports are integrally related to

Management Information Systems

rasti.iut.ac.ir

Reports

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Page 18: REPORTS - iut.ac.ir · Management Information Systems rasti.iut.ac.ir Form and report design are performed in the logical design phase. Forms and reports are integrally related to

Management Information Systems

rasti.iut.ac.ir

Reports

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Page 19: REPORTS - iut.ac.ir · Management Information Systems rasti.iut.ac.ir Form and report design are performed in the logical design phase. Forms and reports are integrally related to

Management Information Systems

rasti.iut.ac.ir

Reports

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Page 20: REPORTS - iut.ac.ir · Management Information Systems rasti.iut.ac.ir Form and report design are performed in the logical design phase. Forms and reports are integrally related to

Management Information Systems

rasti.iut.ac.ir

Reports

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Page 21: REPORTS - iut.ac.ir · Management Information Systems rasti.iut.ac.ir Form and report design are performed in the logical design phase. Forms and reports are integrally related to

Management Information Systems

rasti.iut.ac.ir

Reports

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Page 22: REPORTS - iut.ac.ir · Management Information Systems rasti.iut.ac.ir Form and report design are performed in the logical design phase. Forms and reports are integrally related to

Management Information Systems

rasti.iut.ac.ir

• Output should be designed to

– Serve the intended purpose

– Be meaningful to the user

– Deliver the right quantity of output

– Deliver it to the right place

– Provide output on time

– Choose the right output method

Designing Output

Reports

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Page 23: REPORTS - iut.ac.ir · Management Information Systems rasti.iut.ac.ir Form and report design are performed in the logical design phase. Forms and reports are integrally related to

Management Information Systems

rasti.iut.ac.ir

• General Formatting Guidelines for Forms/Reports

• Highlighting

• Displaying Text

• Displaying Tables/Lists

General Designing Guidelines for Forms and Reports

Reports

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Page 24: REPORTS - iut.ac.ir · Management Information Systems rasti.iut.ac.ir Form and report design are performed in the logical design phase. Forms and reports are integrally related to

Management Information Systems

rasti.iut.ac.ir

Reports

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Page 25: REPORTS - iut.ac.ir · Management Information Systems rasti.iut.ac.ir Form and report design are performed in the logical design phase. Forms and reports are integrally related to

Management Information Systems

rasti.iut.ac.ir

Reports

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Page 26: REPORTS - iut.ac.ir · Management Information Systems rasti.iut.ac.ir Form and report design are performed in the logical design phase. Forms and reports are integrally related to

Management Information Systems

rasti.iut.ac.ir

Reports

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Page 27: REPORTS - iut.ac.ir · Management Information Systems rasti.iut.ac.ir Form and report design are performed in the logical design phase. Forms and reports are integrally related to

Management Information Systems

rasti.iut.ac.ir

Reports

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Page 28: REPORTS - iut.ac.ir · Management Information Systems rasti.iut.ac.ir Form and report design are performed in the logical design phase. Forms and reports are integrally related to

Management Information Systems

rasti.iut.ac.ir

Reports

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Page 29: REPORTS - iut.ac.ir · Management Information Systems rasti.iut.ac.ir Form and report design are performed in the logical design phase. Forms and reports are integrally related to

Management Information Systems

rasti.iut.ac.ir

Reports

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Page 30: REPORTS - iut.ac.ir · Management Information Systems rasti.iut.ac.ir Form and report design are performed in the logical design phase. Forms and reports are integrally related to

Management Information Systems

rasti.iut.ac.ir

Reports

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Page 31: REPORTS - iut.ac.ir · Management Information Systems rasti.iut.ac.ir Form and report design are performed in the logical design phase. Forms and reports are integrally related to

Management Information Systems

rasti.iut.ac.ir

• Notify users of errors in data entry or processing.

• Provide warnings regarding possible problems.

• Draw attention to keywords, commands, high-priority messages, unusual data values.

Uses of Highlighting in Forms and Reports

Reports

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Page 32: REPORTS - iut.ac.ir · Management Information Systems rasti.iut.ac.ir Form and report design are performed in the logical design phase. Forms and reports are integrally related to

Management Information Systems

rasti.iut.ac.ir

• Audible tones

• Intensity differences

• Size differences

• Font differences

• Reverse video

• Boxing

• Underlining

• All capital letters

– Methods should be consistently selected and used based upon level of importance of emphasized information

Methods for Highlighting

Reports

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Page 33: REPORTS - iut.ac.ir · Management Information Systems rasti.iut.ac.ir Form and report design are performed in the logical design phase. Forms and reports are integrally related to

Management Information Systems

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Reports

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Highlighting

can include use

of upper case,

font size

differences,

bold, italics,

underline,

boxing, and

other

approaches.

Page 34: REPORTS - iut.ac.ir · Management Information Systems rasti.iut.ac.ir Form and report design are performed in the logical design phase. Forms and reports are integrally related to

Management Information Systems

rasti.iut.ac.ir

• Case:

– mixed upper and lower case

• Spacing:

– double spacing if possible, otherwise blank lines between paragraphs

• Justification:

– left justify text, ragged right margins

• Hyphenation:

– no hyphenated words between lines

• Abbreviations:

– only when widely understood and significantly shorter than full text

Guidelines for Displaying Text

Reports

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Page 35: REPORTS - iut.ac.ir · Management Information Systems rasti.iut.ac.ir Form and report design are performed in the logical design phase. Forms and reports are integrally related to

Management Information Systems

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Reports

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عنوان مبهم

Page 36: REPORTS - iut.ac.ir · Management Information Systems rasti.iut.ac.ir Form and report design are performed in the logical design phase. Forms and reports are integrally related to

Management Information Systems

rasti.iut.ac.ir

Reports

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Page 37: REPORTS - iut.ac.ir · Management Information Systems rasti.iut.ac.ir Form and report design are performed in the logical design phase. Forms and reports are integrally related to

Management Information Systems

rasti.iut.ac.ir

• Labels

– All columns and rows should have meaningful labels.

– Labels should be separated from other information by using highlighting.

– Redisplay labels when the data extend beyond a single screen or page.

Guidelines for Tables and Lists

Reports

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Page 38: REPORTS - iut.ac.ir · Management Information Systems rasti.iut.ac.ir Form and report design are performed in the logical design phase. Forms and reports are integrally related to

Management Information Systems

rasti.iut.ac.ir

• Formatting columns, rows and text:

– Sort in a meaningful order.

– Place a blank line between every five rows in long columns.

– Similar information displayed in multiple columns should be sorted vertically.

– Columns should have at least two spaces between them.

– Allow white space on printed reports for user to write notes.

– Use a single typeface (font and size), except for emphasis.

– Use same family of typefaces within and across displays and reports.

– Avoid overly fancy fonts.

Guidelines for Tables and Lists

Reports

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Page 39: REPORTS - iut.ac.ir · Management Information Systems rasti.iut.ac.ir Form and report design are performed in the logical design phase. Forms and reports are integrally related to

Management Information Systems

rasti.iut.ac.ir

• Formatting numeric, textual and alphanumeric data:

– Right justify numeric data and align columns by decimal points or other delimiter.

– Left justify textual data. Use short line length, usually 30 to 40 characters per line.

– Break long sequences of alphanumeric data into small groups of three to four characters each.

Guidelines for Tables and Lists

Reports

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Page 40: REPORTS - iut.ac.ir · Management Information Systems rasti.iut.ac.ir Form and report design are performed in the logical design phase. Forms and reports are integrally related to

Management Information Systems

rasti.iut.ac.ir

Reports

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Page 41: REPORTS - iut.ac.ir · Management Information Systems rasti.iut.ac.ir Form and report design are performed in the logical design phase. Forms and reports are integrally related to

Management Information Systems

rasti.iut.ac.ir

Reports

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Page 42: REPORTS - iut.ac.ir · Management Information Systems rasti.iut.ac.ir Form and report design are performed in the logical design phase. Forms and reports are integrally related to

Management Information Systems

rasti.iut.ac.ir

• Use tables for reading individual data values

• Use graphs for:

– Providing quick summary

– Displaying trends over time

– Comparing points and patterns of variables

– Forecasting activity

– Simple reporting of vast quantities of information

Table/ graphs

Reports

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Page 43: REPORTS - iut.ac.ir · Management Information Systems rasti.iut.ac.ir Form and report design are performed in the logical design phase. Forms and reports are integrally related to

Management Information Systems

rasti.iut.ac.ir

Reports

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Page 44: REPORTS - iut.ac.ir · Management Information Systems rasti.iut.ac.ir Form and report design are performed in the logical design phase. Forms and reports are integrally related to

Management Information Systems

rasti.iut.ac.ir

Reports

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Page 45: REPORTS - iut.ac.ir · Management Information Systems rasti.iut.ac.ir Form and report design are performed in the logical design phase. Forms and reports are integrally related to

Management Information Systems

rasti.iut.ac.ir

Reports

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Page 46: REPORTS - iut.ac.ir · Management Information Systems rasti.iut.ac.ir Form and report design are performed in the logical design phase. Forms and reports are integrally related to

Management Information Systems

rasti.iut.ac.ir

Reports

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Page 47: REPORTS - iut.ac.ir · Management Information Systems rasti.iut.ac.ir Form and report design are performed in the logical design phase. Forms and reports are integrally related to

Management Information Systems

rasti.iut.ac.ir

Table/ graphs

Reports

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Management Information Systems

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Reports

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Bar and line graphs give

pictorial summary

information that can

enhance reports and

forms.

Page 49: REPORTS - iut.ac.ir · Management Information Systems rasti.iut.ac.ir Form and report design are performed in the logical design phase. Forms and reports are integrally related to

Management Information Systems

rasti.iut.ac.ir

Reports

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Management Information Systems

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