Types of custom reports and when to use them

The right report format depends on the business use

A report used by accounting may need exact formatting and export options. A management dashboard may need trends and exceptions. A field team may need a browser-based view from a phone or tablet.

Common report types

• Operational reports: Daily work lists, status summaries, exceptions, and production activity.
• Management dashboards: KPIs, trends, comparisons, and rollups for leadership.
• Compliance reports: Structured outputs that support audits, documentation, or regulatory needs.
• Customer-facing reports: Polished PDFs, summaries, statements, and deliverables.
• Exports: CSV, Excel, XML, PDF, and other formats used by people or downstream systems.

WSI helps choose the reporting approach that fits the audience, data source, security needs, and long-term support plan.

Plan a Custom Report