CompTIA Data+ Exam DAO-001 - Lesson 15 Summary Notes

Understand How Updates and Timing Affect Reporting

  • Static Reports
    • Do not update automatically.
    • Show specific information at a particular moment.
    • Users cannot interact with live data.
    • Can be refreshed to visualize new data.
  • Dynamic Reports
    • Also known as real-time reports.
    • Connected to the data and can be refreshed on demand.
    • Regularly updated automatically.
    • Users can refresh, filter, and interact with the data.
  • Similarities Between Static and Dynamic Reports
    • Data captured and reported on comes from the same database, data set, or source.
    • The same types of data joins are used.
    • The way data is visualized is the same.

Point-in-Time Reporting

  • Refers to a specific moment in time.
  • Can be either static or dynamic.
  • When sent as a PDF via email, it becomes static.
  • Allows users to refresh and obtain new data.

Real-Time Reporting

  • Data is always changing.
  • Automatically provides the most up-to-date data.
  • Particularly useful for dashboarding.
  • Many modernized cloud-based software programs (e.g., CRM systems) provide real-time information.

Operational and Compliance Reports

  • Reports that provide crucial data to an organization are often run on a recurring basis.
  • Operational Report: Used to inform on the health and status of a project, product, or organization.
  • Compliance Report: Required for compliance or regulatory reasons; includes financial, health, and safety reports.

Tactical and Research-Driven Reporting

  • Tactical Dashboard: Focused on the operational details of a process or operation.
  • Research-Driven Report: Relies on research to inform and even change business practices.
    • Root Cause Analysis: Attempts to find the root cause of a problem.

Ad-Hoc Reporting

  • Generated in response to a one-time request.
  • Generally time-sensitive and requires a quick turnaround.
  • Does not already exist in a system.
  • Can become standard reports.

Self-Service Reporting

  • Also known as an on-demand report.
  • Run directly by the consumer.
  • Breaks down barriers to accessing data.
  • Limits delays caused by all data requests going to one person in the technology department.