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Ask Slashdot: Is Reporting Still Relevant?

New submitter MrWHO (68268) writes A while ago we switched for monitoring our systems to the ELK (ElasticSearch, LogStash and Kibana) stack. Our management wanted to keep the reports they got — and possibly never read — flowing in at the beginning of every week with statistics like sites traffic, servers downtime, security alerts and the works. As we migrated some of our clients to the same stack they kept all asking for the same thing: reporting. There was no way for us to create and schedule reports from ElasticSearch — searches for ElasticSearch and Jasper Reports returned nothing apart from people asking how to do it — so we created our own Jasper Reports plugin to create reports from ElasticSearch data, which we released on GitHub a while ago, and we promptly moved along.

None of our clients were easily convinced that a dashboard — Kibana — was a substitute for mail delivered PDFs, even if all the information was there, with custom created panels and selectable date ranges. On the other hand, on the ElasticSearch mailing list when questions were asked about "how do I do reports?" the answer was, and I sum it up here, "Why would you want reports when you have a dashboard?" Are reports still relevant — the PDF, templated, straight in to your mail kind — or the subset of my clients — we operate mainly in Italy — is a skewed sample of what's the actual reality of access to summary data? Are dashboards — management targeted ones — the current accepted solution or — in your experience — reports are still a hot item for management?

36 of 179 comments (clear)

  1. Unfortunately by Baby+Duck · · Score: 4, Insightful

    Just as there are courts where faxes are permitted, but emails are not, reports will still linger around, strutting proud its cloak of obsolescence.

    --

    "Love heals scars love left." -- Henry Rollins

    1. Re:Unfortunately by knightghost · · Score: 5, Insightful

      Neither law nor easily used technology has caught up with the "digital signature" in an open environment. Yes, I know PGP, but using it isn't automated widely.

      For dashboards, email is far easier than the PITA of logging into yet-another-system and navigating who-knows-where-and-changes-often. Seriously... automate! Quit relying on people to do things manually.

    2. Re:Unfortunately by ShanghaiBill · · Score: 5, Informative

      reports will still linger around, strutting proud its cloak of obsolescence.

      Reports are not obsolete. As a manager, my "to do" checklist is long enough. Logging in to a dashboard is something that takes time, and more importantly, is something I need to add to my checklist so I remember to do it. A report, on the other hand, is sitting patiently in my email inbox, until I open it with a single click as I process the rest of my email. If you work for me, it is your job to keep me informed. It is not my job to pull information out of you.

    3. Re:Unfortunately by Anonymous Coward · · Score: 5, Insightful

      Not to mention, once it's in your inbox, you are no longer at the mercy of their downtime.

    4. Re: Unfortunately by tompaulco · · Score: 3, Insightful

      Why should a manager have to log in to a place once a week, when a report could be automatically emailed to him once a week? Just because dashboards are hip and trendy doesn't make them the answer to all of life's problems. Fancy new ratcheting wrenches are indeed awesome, but they still suck at pounding nails.

      --
      If you are not allowed to question your government then the government has answered your question.
    5. Re: Unfortunately by KozmoStevnNaut · · Score: 2

      Because managing a mailing list for each individual report is bullshit work, a waste of time that can and should be avoided. The managers in question can either set up and manage their own mailing lists, or log into a dashboard that remembers their custom view settings. They can even have the dashboard mail a copy once a week, but they have to check the boxes themselves. It's pull versus push reports.

      The first option is never ever going to happen, no manager can be bothered to maintain mailing lists. The second option for the custom dashboard is the best solution, because it gives the managers the customized views they want, without the time-wasting activity of maintaining mailing lists and custom reports. It's a matter of 30 minutes spent once for the manager to set up a dashboard filter, compared to hours wasted every week maintaining mailing lists and custom reports. If they can't figure that out, they're not fit to manage other people.

      I've been doing monitoring and reporting for the last 7 years, I know all of this from experience. Report mailing lists turn into uncontrollable messes quick, but a simple webpage where people can choose for themselves exactly which info they want and/or see them on a dashboard is the only sensible solution. Mailed reports are fine, as long as nobody has to waste time managing the mailing lists.

      --
      Eat the rich.
    6. Re: Unfortunately by Oligonicella · · Score: 2

      Dud/ette - you *are* his underling. It is your job to do your job, that being what you're assigned. Until you can wrap your mind around the fact that your manager is higher up the hierarchy than you, you will remain in the class of geeks many people really don't like.

    7. Re: Unfortunately by Cederic · · Score: 2

      If my manager doesn't let me manage him from below, I'm going to skip straight past him and manage his manager instead. She'll manage him for me.

    8. Re: Unfortunately by KozmoStevnNaut · · Score: 2

      Actually, it is in fact my decision to make, both because of seniority, because I know the systems best, and because we finally (FINALLY!) have a collection of managers that aren't completely clueless.

      If you are not allowed to influence your own tasks, I suggest you find better employment.

      --
      Eat the rich.
  2. No Worky by Anonymous Coward · · Score: 5, Insightful

    People who have to read reports don't want to have to run them. They want them already done in PDF format so they just have to open and read them. The process of creating/searching/saving search in a dashboard is more work than people want to do (especially since they barely read the PDF's).

    1. Re:No Worky by oldhack · · Score: 2

      Mod this up. Your clients wants nicely edited and formatted reports that they can simply open and read - it saves them time. That's what they pay you for.

      --
      Fuck systemd. Fuck Redhat. Fuck Soylent, too. Wait, scratch the last one.
    2. Re:No Worky by Qzukk · · Score: 5, Informative

      While laziness and not wanting to wait 5 extra seconds for number crunching are certainly a factor, I've got customers who are paranoid that we might pull one over on them and retroactively change the data so when they go back to last quarter's numbers they won't be the same.

      I set up a cronjob to wget the dashboard weekly, feed it to html2pdf, and email the result to the stakeholders.

      --
      If I have been able to see further than others, it is because I bought a pair of binoculars.
    3. Re:No Worky by Serenissima · · Score: 2, Insightful
      We should also clarify: People who want to read reports really don't actually want to read reports. They want pretty colors and lines that they can digest in seconds. Even then, nine times out of ten, they don't understand a typical report without an accompanying 30-60 minute meeting describing what is going on (length depends on how many graphs and/or KPIs are involved). And you are totally right! You can make the most awesome report/dashboard anyone has ever seen. It'll drill up an down through your data from the highest level to the lowest and have all the coolest maps/graphs/charts/etc. But no one in Management will ever use it - everyone likes the idea of an interactive report, but NO ONE actually wants to use it (or even learn how to use it). They want a static report with colors and lines, and they want someone to tell them what it means.

      It doesn't mean they're stupid by any means (of course, sometimes they really are ;) ) but they really, really, REALLY just don't give a crap about fancy reports.

      --
      Give a man a fire and he'll be warm for a day. But light a man on fire and he'll be warm for the rest of his life.
  3. Hmmm ... by gstoddart · · Score: 5, Insightful

    "Why would you want reports when you have a dashboard?"

    Because a dashboard is a transient thing, which is a snapshot in time and which you can't look back for historical records.

    Corporations want things they can file and hold onto, and a PDF can do that much better than a dashboard. You can submit a report to an external entity ... a snapshot of your dashboard? Give me a break.

    This is stupid, because it sounds like "why would you need your paystub when you can look at your bank balance". They're different things, and you can glean more information from looking at a series of reports, than an instantaneous dashboard.

    If you think a dashboard does the same thing, then maybe your understanding of what they get used for is lacking?

    There is a reason why management is asking for it. And your inability/unwillingness to deliver it means that you're either acting thick, or thinking that you are the most important aspect of your business.

    God, it's like IT in the 90s all over again ... we don't care what you want, this is what we're giving you because we think it's cool.

    This whole article reads like "we in IT are too uninterested in giving management what they want, so I need someone to help me phrase it better".

    --
    Lost at C:>. Found at C.
    1. Re:Hmmm ... by Anonymous Coward · · Score: 2, Insightful

      This.

      You cannot verify previous numbers from an instantaneous dashboard. If the June numbers indicate a change should be made, and someone in August wants to investigate that decision, it's entirely possible they cannot recreate the data used to justify the initial decision.

      I watched exactly this issue become a problem for a company last month. Their client tried to reproduce numbers they were given in a report using their dashboard. They dashboard data didn't match the report, and there was much consternation. Dashboards are neat, but they are not data. I guess it would be interesting to work someplace where "not data" was still valuable, but I'm not there.

    2. Re:Hmmm ... by kurisuto · · Score: 4, Insightful

      There is a reason why management is asking for it.

      The reason might be one of these two:

      1. Management knows what they're talking about: there's some valid business reason why the information needs to be in the requested form; and the tech guy just isn't aware of that reason.

      2. Management thinks they know what they want, but their request reflects an incomplete understanding as to what technical solutions are possible, and which one would really best serve the business.

      I encounter both situations regularly. Sometimes I investigate and find out that management really does have good reasons. Sometimes I conclude that I'm dealing with case #2 above. It's not that I think management is stupid; it's just that their expertise is in a different area from mine. I often try to educate, depending on how important I think the issue is. Fairly often, my effort succeeds: managers generally want to do right for the business; they understand that the tech guy knows things and is worth listening to; and sometimes they agree that my proposal is better.

      However, of course the effort doesn't always succeed. Unless you're writing software on your own without having to please clients or management (e.g. as a hobby, or in an academic setting), it's just a part of life as a paid tech guy that you sometimes have to implement decisions which were made without the benefit of as much tech expertise as you have yourself.

    3. Re:Hmmm ... by IwantToKeepAnon · · Score: 3, Insightful

      That's not a dashboard, that's a reporting system that joins dashboarding and reporting. Dashboards are current transient data. Anytime you go back in time, that's a report. You just supported the OP's claim.

      --
      "Happy families are all alike; every unhappy family is unhappy in its own way." -- Anna Karenina by Leo Tolstoy
    4. Re:Hmmm ... by petes_PoV · · Score: 4, Insightful
      There are more reasons.

      Reports are consistent: they report the same data, in the same format thus making for easy comparisons
      Reports are easily filed. Why would a manager want to waste their time learning how to retrieve past data and then learn how to compare it with stuff form other dates/times when they can simply print it and highlight what they want. Paper and disk space are cheap - their time is not.
      Reports are portable. You can take them away with you, you can show them to other people.
      Reports are secure. You can print them and be sure that whoever you show them to cannot access anything else. ANYTHING
      Reports can be easily incorporated into a manager's "product" (presentations, summaries, proposals and archives) without them having to learn any new methods. Again: it's a trade-off between cheap IT resources and their expensive time.

      And probably most important of all: reports are familiar. Never forget that IT is providing a service to the business. It's not the place of IT to dictate to the business how they do their work - it should always be the other way round.

      --
      politicians are like babies' nappies: they should both be changed regularly and for the same reasons
    5. Re:Hmmm ... by s.petry · · Score: 3, Insightful

      You are just extending the same mind set. Why is what _you_ want more important than what someone else wants. Every position in my company uses data slightly differently. Admins want to know what is having problems and trouble shooting the right things, Finance needs reports to know whether they need to give rebates, marketing needs data to generate slides showing trends in performance, developers want to know if their latest patch is working (sometimes), etc... Sure, the admins and developers are probably more concerned with a dashboard like view which is constantly updating. The rest of the people want, and need, a static weekly report without having to go do something to get it.

      When those automatic weekly reports get removed and replaced with manual steps, people tend to jump right to the "those people are just lazy" crap.

      --

      -The wise argue that there are few absolutes, the fool argues that there are no probabilities.

    6. Re:Hmmm ... by whoever57 · · Score: 2

      Because a dashboard is a transient thing, which is a snapshot in time and which you can't look back for historical records.

      This is absolutely true, but there is another factor (as noted by other posters) -- the effort required to read them.

      It's the same as mailing lists vs. forums. The mailing list is fully integrated into my daily activities -- I am already reading my mail. I don't have to log into a forum, perhaps type a password, select the appropriate search (or use multiple dialogs to select the information that I want). The email (assuming it is properly formatted) presents all the information that I want with a minimum of effort on my part.

      Let's face it -- forums are popular because it gives the forum owner more control and better possibilities to monetize the traffic.

      --
      The real "Libtards" are the Libertarians!
    7. Re:Hmmm ... by s.petry · · Score: 2

      That 5 minutes of work never existed before an IT guy made a change. The IT guy made the change without considering and/or caring that it added extra work to people. That is the IT guy being inconsiderate and forcing people to do more work, not people being lazy.

      --

      -The wise argue that there are few absolutes, the fool argues that there are no probabilities.

    8. Re:Hmmm ... by tompaulco · · Score: 2

      Add:
      Reports don't take additional time to generate every time you look at them.
      Reports don't require a constant on-line internet connection
      Reports still work when the dashboard server, database server, internet, electrical grid, etc. are all down.
      I am a manager. I created a dashboard for our product that our operations people use. But when I go to management meetings, I need to present static data to the upper management. They don't want to sit and watch me enter date ranges and wait for data to come back. They want to hit next page on the slideshow and there is the graph.
      There is a time and a place for both dashboards and reports. Operational procedures are going to lean more toward using dashboards. Managerial people are going to lean more toward reports.

      --
      If you are not allowed to question your government then the government has answered your question.
  4. Dashboards are not Reports by IcyWolfy · · Score: 4, Informative

    Most everywhere I work, reporting is still the top most requirement. Even more so at publically traded companies.

    I've had former colleguges make a good living working in the dedicated report-generation area. (Developing reporting tools, creating reports using existing client tools, etc)

    But, the use is primarily that of communication, and more so, consistency, of the data generated so that you can see the trends as they happen; and easily share them in email; slides; presentations; and -- more reports to Regulatory agencies.

    Dashboards are nice, but they aren't reports.
    Reports are normally more complex data manipulation and correlation that are composites and manipulations of the data that dashboards provide.
    There are also many one-offs that are needed to be drawn up, for specific documents, endeavours, and studies.
    All of which require good reporting tools.
    And these reporting tools are lacking in most developers systems.
    But, thankfully, many developers can expose all the raw data streams, processed into something usable; to which, they take all these numbers, plug them into a proper reporting / modelling toolset, and generate the reports required using the proper tool.

    Many places don't have a proper reporting/analysis tool; and expect the software to deliver that. This is a failure of either knownig the tools exist, or unwillingness to accept the costs involved in the additional licenses. (and thus leading to just importing the data into Excel, and massaging it there)

    Application
    1. generates Metrics
    2. exports Data
    3. imported into Reporting Application
    4. worked by Analysts
    5. automatically Generate Reports as new data is imported.

    Steps 1 and 2 often exist.
    Many places want the Application to do steps 2-5, which is fundamentally not the domain.
    And thus led to the development of dashboards and other simple visualizations, which are not proper reports.
    Introducing companies to dedicated modelling and reporting tools (Quantrix is one used a lot) tend to get them to realize how much better things could be. ... which then usually leads them to complain that their applications don't export data in clean, discrete, normalized data sets to which other tools can ingest.

  5. Obviously! by fuzzyfuzzyfungus · · Score: 5, Insightful

    It all comes down to movie psychology: A 'dashboard' is basically just a boring web based equivalent to the rows of screens and blinking lights and things that the jumpsuited minions hunch over, monitoring feverishly. A 'report' is the thing (piece of paper, datapad, etc. depending on era) that an obsequious yoeman hands to The Leader while he stands in a super-decisive Master and Commander pose in a suitably dramatic part of the set. The Leader then glances at the report and, thanks to the powers of decisive leadership, immediately gleans the relevant information and issues an order to rally his underlings.

    'Dashboard' (while more useful) is basically a giant blinking signal that you are a peon, a cog in the machine. 'Report' is the executive summary with all the tedious detail drained out so that you can focus on being a big picture thinker and indispensable idea guy. It's like the difference between the giant bundle of keys that the janitor has (which can get you anywhere in the building; but show you to be a blue collar lackey) and the single RFID card that opens the suites on the top floor.

  6. Re:static versus dynamic, access & post proces by mysidia · · Score: 2

    Dashboards & online reports are great when you have access to them. But what if the dashboard isn't available, or you need to provide the data to someone who doesn't have access to the dashboard?

    Open the dashboard in a web browser, take a screenshot, export it to JPEG, and send it as an e-mail attachment.

  7. I am a report writer by war4peace · · Score: 3, Insightful

    As per title...
    I am a report writer and dashboard manager. I'm also the main developer of analyses and dashboards (Business Intelligence) for a sizable LoB within my company.
    Based on my experience, management is lazy. As in "fucking lazy". They want to sit on their asses, get the reports in their Inbox and never look at them.

    I currently manage over 350 items in our main Business Intelligence analytics instance and about 100 more in a secondary instance. There are other environments which we're currently merging, and those contain a few hundred more items (analyses, dashboards, etc). Management asked for most of them. They looked at them once, maybe twice. They only look at about 15-20 of them on a regular basis and that's only because they're forced to do so in order to prepare for mandatory monthly operation reviews.

    As for acting based on the data in there, that almost never happens. Some analyses, KPIs and scorecards have been "in the red" for months, years even with no reaction from management. Ironically, requestors come and ask me to build analyses which they already had requested and were published for them months ago, tha means "asking for stuff they already have".

    We have a saying in my country: "fish starts rotting from the head". So if you ask yourself what's wrong with them, look at their managers, and their managers' managers and you'll find out. I'm yet to find one single person who gives a shit about data in a report rather than the shade of green the bars are colored.

    Amazingly, I still like what I'm doing, but I'm not doing it for them, rather I'm doing it for myself because it keeps me in touch with new technology and allows me to gain a shitload of experience by pushing the environment's capabilities and limits to the maximum. But if you're not really into reporting, just run as far away from it as possible, because it's very likely things won't get better. Soon enough, you'll be asked to provide powerpoint slides. Mark my words! I've been there (but haven't done that).

    --
    ...gis sdrawkcab (usually not responding to ACs; don't bother posting as AC)
  8. Hmmm ... by Anonymous Coward · · Score: 2

    Nailed it.

    Submitter is trying to solve a different problem than what management needs.

  9. Reports still serve a purpose by s13g3 · · Score: 3, Insightful

    Granted, it may be primarily of a bureaucratic bent that many geeks - professional or otherwise - may not be terribly keen on, nor interested in, however reports - especially those of the "mailed-daily-to-your-inbox" variety fulfill a number of functions within a business ecosystem.

    Reports of the "traditional" variety provide an accountability chain and historical record that a dashboard cannot. They can be accessed locally, outside of any other application or access requirements - including email - meaning a connection to said dashboard is not required when someone must review those reports for whatever reason.

    Reports can be printed off readily, and due to their very nature, are often formatted to present data to the viewer in such a way that they retain their usefulness after being printed to hardcopy, whereas a screen-cap and printout of a dashboard is quite often one of the least efficient ways to consume the type of data these more traditional reports display.

    Last but certainly not least, they make it possible for data to be shared easily with other interested parties, on demand, at any time, without having to carve out user accounts or VPN tunnels to internal networks or mission-critical systems, with no requirement greater than being able to read whatever format the report is stored in - again, unlike dashboards, no few of which also require Java or some other extension to be installed on the user's computer, often necessitating IT support for non-Administrative end-users, which is itself a special and often painful consideration when this data needs to be provided to customers or vendors with their own IT processes, procedures and issues to deal with.

    Dashboards have their uses and purposes, especially for live, changing data, things that need to be regularly and closely monitored, or even things that just need occasional monitoring, however for many other purposes, such as those involving accounting or other applications where historical data is of a concern, they fall dramatically short of being able to adequately - much less completely - supplant reports as they have traditionally been used.

    --
    "Inveniemus Viam Aut Faciemus" 'We will find a way... Or we will make one!' --Hannibal of Carthage
  10. Reports are often better than dashboards by DigitAl56K · · Score: 3, Informative

    I'm in no way a dashboard hater, but reports are great because:
    * I can see them everywhere I can access my email. This is not always the case when a dashboard runs off an internal server.
    * Getting an email in the morning is a reminder to check the data. If I have to remember to go to a dashboard I'll forget if I'm busy and could miss something important.
    * Reports in my email are easily searchable without fiddling with date ranges in a console - assuming adequate history even exists since the latest time someone thought it would be a great idea to rebuild the dashboard.

    Dashboards are great for sharing a realtime view but they aren't a replacement for reports. If you think they are, you probably seriously misunderstand your users.

  11. The middle manager's job is... by netsavior · · Score: 5, Insightful

    The middle manager's job is to prove to his boss that all of his employees are actually doing something. The Emailed pdf serves as a daily reminder that "we are doing stuff."

    Emailed PDF: "Just a quick reminder from the server that your employees are busy working hard, feel free to not read this."
    vs
    Dashboard: "Do my employees even do anything?? I guess I will go look that up."

    strip everything down to "why do I still get a paycheck" and you will get to the answer, you never want to allow the big boss to think "do they even do anything?" Email is a preemptive strike against your boss's boss having to seek out that answer

  12. Re:static versus dynamic, access & post proces by hawguy · · Score: 3, Informative

    Dashboards & online reports are great when you have access to them. But what if the dashboard isn't available, or you need to provide the data to someone who doesn't have access to the dashboard?

    Open the dashboard in a web browser, take a screenshot, export it to JPEG, and send it as an e-mail attachment.

    A screenshot of a report is a poor substitute for an Excel or PDF report where you can copy and paste the data.

  13. When I'd prefer e-mailed pdf by indeterminator · · Score: 2
    • If I view the nightly report on the bus on my way to work (flaky internet connectivity, is the dashboard mobile optimized?)
    • If I am resposible for watching reports for multiple sites (I don't want to learn 10 different url/username/password combos for 10 different dashboards + learn to use each one of them)
    • If I need to forward the report to someone else (I don't want to give my personal username/password away)
    • If I need someone else to temporarily take over watching the reports (ditto. It's just easier to set up mail forwarding than to get an extra temporary user account)
    • If the dashboard uses something fancy like websockets to work that require me to ask the IT department to pop holes to firewall?
    • If I need to see backwards in history and the dashboard doesn't provide that (as already mentioned above)?
    • If the dashboard is just something someone threw up in one afternoon after lunch, with no consideration of contents and usability.
    • If the dashboard is continuously "improving", i.e. they keep hiding the things I want to see every two weeks.
  14. Re:static versus dynamic, access & post proces by hawguy · · Score: 2

    A screenshot of a report is a poor substitute for an Excel or PDF report where you can copy and paste the data.

    This is where picatext or other OCR software comes in handy.

    Also... in principle, you could make or use screenshot software which also captures the text from the window shown.

    I can't think of a worse use for OCR software than for reporting. "Hey, why are all of the category zero items showing up under category O? And why were all of the accent marks turned into apostrophes?"

  15. The geek with a 2x4 foot chip on his shoulder. by westlake · · Score: 4, Insightful

    Reports validate a manager's existence in an organization and shiny charts make them feel warm and fuzzy inside.

    It's a manager's job to manage. It's IT's job to present the information he needs to manage things well in a form with which he is comfortable.

    1. Re:The geek with a 2x4 foot chip on his shoulder. by Serenissima · · Score: 2, Funny

      Yeah, but it's still our job to make fun of the manager who can't put a simple Excel Graph together. We gotta have standards.

      --
      Give a man a fire and he'll be warm for a day. But light a man on fire and he'll be warm for the rest of his life.
    2. Re:The geek with a 2x4 foot chip on his shoulder. by Mr.+Slippery · · Score: 2

      It's a manager's job to manage.

      In theory. In practice, it's more often a manager's job to validate their existence to other mangers via shiny charts with no referent to actual facts, until such time as the project falls apart, at which point they blame the workers and use their social connections (groomed via all those shiny charts) to obtain another meaningless management position.

      --
      Tom Swiss | the infamous tms | my blog
      You cannot wash away blood with blood