Report format selection for agreed KPI layouts
Key Takeaway
Match the report format to the agreed KPI layout: tabular for a list, summary for groups with subtotals, matrix for two groupings at once, and joined for different types of information together.
A report's format decides how its results are laid out. When a customer agrees on KPIs and how they should look, the consultant picks the format that matches that layout. The format also affects what the report can do later, such as feeding a dashboard, showing charts, or going out as a subscription email.
How to choose a report format
- Write down each question the report must answer, so the report returns all the data needed.
- Choose a report type, which controls which fields are available.
- Choose the format that matches the agreed KPI layout, because the format decides how those fields are laid out.
In Agentforce Health, you can start with a standard report and customize it to the customer's needs.
Data in some Agentforce Health FHIR objects can't be reported on until you create custom report types. No format choice can make up for a missing report type, because the format only lays out fields and the report type decides which fields exist.