Typical Mobile Reports

Making a template on a mobile terminal is basically the same as on a PC. If a mobile template contains much data, we can optimize the visual effect of the template using appropriate techniques.

Setting Page Size

1. Adjust the size of a cpt page first and then click Template > Mobile Attribute > Template Settings, check Set as mobile canvas size, and the page will fit 4.7 inch screen phones.

2. If the template contains data, checking Set as mobile canvas size will trigger the  Save As dialogue, and the template will be saved in a name suffixed by _mobile by default.

Making a Report

1. If simple data presentation is needed only, design the report in the same way as on a PC.

2. After the design is completed, set  Vertical Screen to  Horizontal Fit in Template > Mobile Attribute > Self-Adaption.

3. If the number of columns is far more than 7, please do not set  Vertical Screen to  Horizontal Fit; instead, try to set it to Vertical Fit.

Component Layout

If a report contains multiple components, adopting fluid layout is recommended, which means maintaining the width of each component equal to page width and adding components in sequence from top down.

Well-organized Division

Generally, a report contains many components rather than merely a table or chart, so how can we ensure that the report is well-organized? The key lies in that we should divide the contents in the report by category or module, work out reasonable layout and distinguish each module through an evident title or division.

Using Dark-colored Long or Short Titles

Blue-black short or long titles are the commonest form of division.

Using Dark-colored Short Lines or Icons

Using dark-colored short lines or other icons for division is also a good choice.

Using Sidebar Color Blocks or Gradients

Color blocks in the sidebar or gradients can also play an effective dividing role.

Using Light-colored Splitters

With light-colored splitters, a report looks fresh.

Converting Detailed Data into Cards

If a report of detailed data contains many columns but just a few rows, it can be converted into cards in the same format, so as to improve the visual effects and readability on a mobile phone.

Avoiding Multi-level Drill-down or Return

1. Multi-level drill-down will greatly prejudice the operating experience of report viewers, as they are uncertain about which level they are at and how to return to Level 1. Therefore, in making a report, you can place multiple reports on a single page in the form of Tab to raise the practicability.

2. This can be achieved through Hyperlink > Dynamic Parameter or Tab components for tables.

Playing Down Relevant Contents

1. A report contains much data, so report authors should draw a clear distinction between the primary and the secondary, provide a visual sense of depth and accordingly highlight or play down corresponding contents.

2. Do not apply the same format to all texts and dare to play down relevant data.

Appropriate Visual Impact

1. The most important purpose of an analysis report is to locate the abnormalities indicated by data, so that we can identify relevant problems and draw relevant conclusions. For example, a year-on-year rate has decreased, the sales fall short of the target… We should highlight these figures.

2. In this case, a colored background will create a stronger visual impact.