Home > Insight Reporting Tool > Report Developers Reference > Report Development Tips and Tricks for New Report Creators
This guide is for new CORE report developers who want to build clean, useful, and visually aligned reports—without needing advanced skills.
Know Your Purpose - What question is your report answering? Build around that.
Use Clean Data - Group similar items, remove duplicates, and keep it simple.
Avoid Overload - Use fewer columns and rows to help your report run faster.
Use Built-In Features - Totals, averages, percentages—Power BI does the math for you.
Keep It Simple - Start with basic visuals. Ask for help if formulas get tricky.
Tooltips Help - Hovering over visuals shows extra info without clutter.
Use Clear Titles - Every chart should explain what it’s showing.
Limit Visuals Per Page - Stick to 6–8 visuals max to avoid overwhelming users.
Use When You Want to.... Chart Type
Compare categories Bar/Column
Show changes over time Line
Show parts of a whole Donut/Pie
Add Filters & Slicers - Let users explore data by region, time, or category.
Use Buttons - Create simple navigation like “Go Back” or “Reset Filters.”
Keep It Intuitive - Test your report like a user—can they find what they need?
Avoid Too Much Detail - Summarize where you can—don’t show every number.
Use Fewer Pages - Combine related info into one page when possible.
Hide Unused Fields - Clean up your field list for easier management.
Preview in full-screen and test all buttons. Check spelling and titles. Make sure filters work correctly. Ask a teammate to review it.