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Chapter 10 Designing Forms and Reports

Chapter 10 discusses the structuring of system data requirements, focusing on forms and reports, their definitions, purposes, and design principles. It emphasizes user-centered design, usability assessment, and web-specific guidelines for effective data presentation. Key concepts include the importance of meaningful titles, content organization, and the use of color in enhancing user engagement while maintaining readability.

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0% found this document useful (0 votes)
76 views5 pages

Chapter 10 Designing Forms and Reports

Chapter 10 discusses the structuring of system data requirements, focusing on forms and reports, their definitions, purposes, and design principles. It emphasizes user-centered design, usability assessment, and web-specific guidelines for effective data presentation. Key concepts include the importance of meaningful titles, content organization, and the use of color in enhancing user engagement while maintaining readability.

Uploaded by

Daniel Solomon
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as DOCX, PDF, TXT or read online on Scribd

Chapter 10 (Structuring System Data

Requirements)
Forms and Reports
Forms
 Definition: A business document with predefined data and spaces for
user input. Examples include order forms, applications, and registration
sheets.

 Purpose: Display or collect information about a single record, such as


one customer or one product.
 Design:

o Should focus on layout, usability, and content clarity.

o Include meaningful titles, consistent navigation, and balanced


layouts.

Reports
 Definition: A business document containing predefined, passive data
for reading/viewing, often summarizing multiple records (e.g., invoices
or sales summaries).

 Purpose: Used for decision-making, monitoring, and organizational


communication.

 Types: Scheduled, key-indicator, exception, drill-down, and ad-hoc


reports.
 Design: Requires clear labels, effective sorting, and sufficient white
space for readability.

User-Centered Design
 Overview: A design approach focused on understanding the users’
needs, goals, and tasks.

 Process:

1. Gather user requirements.


2. Develop prototypes based on these requirements.
3. Continuously refine prototypes with user feedback.
 Prototyping Tools:
o Paper Prototypes: Mock screens created on paper to test
layout and usability.

o Wireframes: Simple, digital screen designs showing the


arrangement of elements and navigation flow.

 Outcome: An iterative process that ensures usability and task


alignment.

Formatting Forms and Reports


 Key Guidelines:

1. Meaningful Titles:
 Include clear, descriptive titles with dates or codes to
identify versions.
2. Content Organization:

 Display only necessary information.

 Use adequate spacing and clear labels for readability.

3. Navigation:

 Clearly indicate navigation options (e.g., “Page 1 of 3”).


4. Highlighting:

 Use methods like bolding, boxing, and underlining


sparingly to emphasize critical data.
Color Usage
 Benefits:
o Enhances focus, logical organization, and user engagement.

o Useful for highlighting warnings and drawing attention to


essential information.

 Challenges:

o Overuse can distract users.

o Compatibility issues with colorblind users or varying display


devices.

 Best Practice: First ensure the information is presented in the most


suitable format before applying color.
Usability Assessment
 Definition: The evaluation of how effectively a design supports user
tasks.

 Key Measures:

1. Speed: Efficiency in completing tasks.


2. Accuracy: Reliability of provided information.
3. Satisfaction: User enjoyment and comfort.
4. Learnability: Ease of learning the system for first-time users.
5. Efficiency: Speed of task performance after familiarization.
6. Error Rate: Frequency and severity of errors, as well as ease of
recovery.
7. Memorability: Retention of task processes over time.
8. Aesthetics: Visual appeal and engagement.
 Techniques for Assessment:

o Observation, interviews, surveys, and keystroke tracking.

Web-Specific Design for Reports and Forms


 Webstore Guidelines:

1. Lightweight Graphics: Use small, simple images for quick page


loading.
2. Data Integrity Rules: Clearly indicate required/optional fields
and acceptable input formats.
3. Navigation: Avoid errors like horizontal scrolling or excessive
scrolling on long lists.
4. Standards Compliance: Follow consistent GUI practices (e.g.,
standardized link colors).
5. Timeliness: Regularly update content to maintain credibility.

Example: Pine Valley Furniture


 Quarterly Sales Reports:

o Designed for readability with labeled columns, balanced layouts,


and summaries.

o Use of tables or graphs based on the purpose:

 Tables: For finding individual data points.


 Graphs: For identifying trends or comparisons.

o Reports follow formatting rules (e.g., right-aligned numbers,


clear labels) for usability.

 Salesperson Annual Summary Report (2020):

o Includes structured data (e.g., sales by quarter, summary by


region).

o Emphasizes meaningful titles, readability, and navigation.

Glossary for Chapter 10:


 Efficiency: A usability dimension concerned with how quickly users
can perform tasks once they know how to perform them.

 Error rate: A usability dimension concerned with how many errors a


user might encounter, and how easy it is to recover from those errors.

 Form: A business document that contains some predefined data and


may include some areas where additional data are to be filled in. An
instance of a form is typically based on one database record.

 Learnability: A usability dimension concerned with how difficult it is


for the user to perform a task for the first time.

 Lightweight graphics: The use of small, simple images to allow a


Web page to be displayed more quickly.

 Memorability: A usability dimension concerned with how easy it is to


remember how to accomplish a task when revising the system after a
period of time.

 Paper prototype: A series of mock screens that can be used to test


content, look and feel, as well as the task flow and other usability
factors.

 Report: A business document that contains only predefined data; it is


a passive document used solely for reading or viewing. A report
typically contains data from many unrelated records or transactions.

 Satisfaction and aesthetics: A usability dimension concerned with


how enjoyable a system’s visual appeal is and how enjoyable the
system is to use.

 Stylesheet-Based HTML: A Web design approach that separates


content from the way in which it is formatted and presented, making
ongoing maintenance easier and site-wide consistency much higher.
 Usability: An overall evaluation of how a system performs in
supporting a particular user for a particular task.

 Wireframe: A simple design to show the placement of information


elements on a screen and the space needed for each element.

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