The document discusses how to create meaningful reports. It defines meaningful reports as those that empower decision-making and inspire action. It emphasizes choosing the right data for the audience, displaying data in a way that encourages narrative, and including all relevant data to provide context. The document provides examples of poor reporting practices like using too much data without explanation, and good practices like succinct displays of the most important metrics and annotations that explain events. It concludes by advising readers to ensure their reports help the audience make decisions.
4. 4
July 2016
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• Memory loss
• Severe cognitive impairment
• Dizziness
• Headaches
• Excessive urination
• Extreme fatigue
5. 5
10 weeks of testing yielded
lots of reports
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…but none were meaningful.
7. meaningful: meaningful report:
What do we mean by meaningful?
• having a serious, important, or
useful quality or purpose.
• communicating something that
is not directly expressed.
• a report that empowers and
informs decision making.
• a report that inspires
confidence in taking specific
action.
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10. Why care about reporting?
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11. We spend a lot of time reporting.
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12. And it’s going to get harder
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13. Challenges facing digital marketers
• Explosion of new tools, KPIs
• Closed-loop attribution remains elusive
• Turning fire-hose of data into narrative
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14. Weak reporting is
• Poor choice of data
• Poor display of data
• Missing data
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characterized by:
15. • Effective choice of data
• Effective display of data
• Complete data
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Great reporting is
characterized by:
16. 1. Choose the right data for
your audience.
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17. 17
Choice of Data
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• 4 Complete Blood Counts
• 3 Liver & Kidney panels
• Brain MRI
• Sleep Study
• Abdominal Ultrasound
• Photo diary
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Choice of Data
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What are you doing
for me again?
Should I care about
these numbers?
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Choice of Data
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Lowest funnel metric
available for this
client.
Right data for the
right audience.
20. 2. Display data in a way that
encourages narrative.
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21. 21
Display of Data
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I have no idea what
this means but I’m
told not to worry.
Data from sleep
study.
22. 22
Display of Data
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What decisions can
be made from this
report?
This is awful, btw.
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Display of Data
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I see a lot of this
kind of reporting
from agencies.
Information
density is usually
not a good thing.
24. 24
Display of Data
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Succinct and crystal
clear.
Always err on the
side of simple.
25. 3. Include all relevant data to
give context.
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Data Completeness
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Turned off all PPC
ads for holidays.
Timelines make more
sense with event
annotations.
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Data Completeness
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One critical annotation was
missing from my health
story.
I found (and cleaned up) a
lot of mold in our bedroom
shortly before getting sick.
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What action did we take?
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• Moved into a tent
• Hired a certified mold
remediator for testing
• Reviewed indoor air data
• Started treatment plan
• Threw away our stuff
• Learned a lot about mold!
30. For Great Reporting
1. Choose the right data.
2. Display it in the right way.
3. Include all relevant data.
• Before you share a report, ask yourself
Does this help my audience make a decision?
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I know what you all are thinking: What is this guy talking about?
Just wait…
I was reminded of the challenges recently when I became ill.
This is me and my new family about a year and a half ago.
By July of 2016 I was in a tailspin health-wise. And the doctors did not know what was going on.
By July of 2016 I was in a tailspin health-wise. And the doctors did not know what was going on.
By July of 2016 I was in a tailspin health-wise. And the doctors did not know what was going on.
Decisions are made on data. This affects your job, your client’s decision to keep using you, and how you take action as a marketer.
If your reporting doesn’t empower and inform decision making, then it’s not meaningful.
This is our rubric for judging our reporting work.
Does it empower and inform decision making?
Does it inspire confidence in taking specific action?
Sometimes you don’t know you have the wrong data until you collect a lot of it.
Here’s a perfect example of the wrong choice of data for an oil change shop owner.
From a tool called Measureful
If more complexity is desired by your audience, let them request it.