Enterprise Reporting Tools Features and Requirements Checklist


Does your business have a system in place for creating reports? If so, can the current system manage the size and complexity of data as your business grows? At the enterprise level, it is necessary to adopt a system specifically made for reporting in an enterprise environment. Enterprise reporting tools serves this purpose, and specific reporting tools requirements cater to the feature-related needs of your organization.

As the name suggests, reporting tools manage the creation and sharing of reports for enterprise organizations. Reporting is a business intelligence function that presents data in an easy-to-interpret, usually visual, medium. Through these reports, organizations can easily distribute information to collaborators and clients.

We’ve determined the top reporting tools requirements. Our checklist outlines the best enterprise reporting tools features that aid in the creation, delivery and viewing of reports:

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Report Design

Report design features manage the initial stages of report creation. Report design focuses more on the technical side of report creation rather than aesthetic design factors. Data is extracted, organized and prepared for visualization. These features establish a base by preparing the information and creating a structure to build from.
The filtering, sorting and grouping tools continually function throughout the lifecycle of reports, providing data management as you interact with the report. When a report is ready to export and share, pixel-perfect formatting ensures the report looks great printed or on any device.

Pixel-Perfect Formatting
Data Filtering
Data Sorting
Data Grouping
Data Blending

SAP BusinessObjects BI report design

The data organization and report design interface from SAP BusinessObjects.

Report Elements

The elements available through reporting tools determine how your report will look and convey the information presented. Components such as graphs, pictures, maps and more provide options for data visualization. A visually effective report displays the findings uncovered by deep data analysis — and beyond being informative, a good-looking report will attract a greater audience. Visualizations that are both enlightening and well-designed contribute to the goal of sharing your insights with the world.

Static and Dynamic Images
Charts and Graphs

Report Delivery

When it is time to share reports, delivery features ensure information is sent to the right place and can be easily interpreted and used by the recipient. This includes adjustments for file type, digital format and language. Accessibility features let users control who can view reports, as well as where, when and how they can do so. Through the use of these customizations, the delivery of information through reports is simplified, individualized and secure. Fine-tuning reports to the specifications of clients facilitates cooperation between your team.

Language Settings
User Profiles
Mobile Report Access
Report Delivery Scheduling
Access Restrictions and Security

Compare Enterprise Reporting Software Leaders

Report Creation

Report creation features influence how a report comes together. Pre-programmed templates and customization abilities allow users to create reports in the way that is best for them. With templates, report creation is quick and simplified. Meanwhile, custom creation offers the functionality to build the exact report you have in mind.
Enterprise reporting tools vendors construct the report creation features of their systems with ease of use in mind. The goal of these features is to make report creation simplified for people of all skill levels. This not only includes templates and customization abilities but additional tools such as drag-and-drop functionality. Report creation tools allow any member of an enterprise to build a visual and informative report.

Drag and Drop Creation
Field Explorer
Freehand SQL Command
Real-Time Updates

Domo data visualizations

Data visualizations by Domo.

Report Viewing

The ability to export reports into different file formats increases shareability. Converting a report into a more accessible format not only facilitates sending but also streamlines embedding into programs or posting online through HTML and PDF formats. Clearly, this feature serves the purpose of increasing the audience for your reports — if boosting views is the goal. If not, these features also simply facilitate the process of sharing reports with team members and clients.

The ability to convert reports into file formats that the majority of employees are familiar with — particularly Microsoft applications like Excel and Workbook — allows for accessibility. Anyone who is proficient in those programs can view reports regardless of their experience with the enterprise reporting tools.

Export to Microsoft Excel
Export to Microsoft Workbook
Export to PDF
Export to HTML
Report Scheduling
Embeddable Reports
Multiple Users
Access Levels

Report Types

The availability of different report types further expands your options for report functionality and visualization. For example, online analytical processing (OLAP) reports create data representations that focus on the in-depth analysis provided by OLAP tools. Subreports, as the name suggests, show a report-in-report visualization that displays data intersections. Other types of reports present data on finances, performance, productivity and other metrics. Most reporting tools also provide features that allow customizable reports, so users can create a report on any data they need to present.

OLAP Reports
Graph Reports
Metrics Reports
Sales Reports
Employee Reports
Inventory Reports


Enterprise reporting tools seems basic in theory, as it serves the very specific function of creating and sharing reports. However, the discrepancies among vendors are apparent when evaluating features. Although the majority of reporting tools shares similar capabilities at their core, their functions differentiate the design and distribution abilities of each system.

Get our Enterprise Reporting Systems Requirements Template

Consider the reasons your business is interested in reporting tools and the benefits you are hoping to gain from the system. Use our enterprise reporting tools requirements checklist as a framework for finding the features your business needs in a reporting solution. The right reporting tools will streamline your company’s ability to share data and increase the reach of your information.

Which enterprise reporting tools features are most helpful to your business? Let us know in the comments!

Alainia ConradEnterprise Reporting Tools Features and Requirements Checklist


Join the conversation
  • Div Jangid - August 29, 2018 reply

    Nice article. Thank you for writing it.

  • Galina Choliova - June 2, 2020 reply

    Primarily is data presentation: A complete reporting tool has an easily accessible and intuitive report designer that requires minimal training to use. The designer typically provides numerous styling capabilities, such as conditional formatting, CSS-like styling and countless wizards to help users create complex report layouts, style reports, manipulate data and build visually appealing presentations. By using data-bound items like maps, charts, crosstabs and sub reports, users can present interactive report decks and other elements (dashboards, reports by region, invoices, inventory reports, barcode reports and much more).

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