I spent 5 years leading a data team which produced reports for hundreds of users.<p>In our team’s experience, the most important factor in getting engagement from users is including the right context directly within the report - definitions, caveats, annotations, narrative. This pre-empts a lot of questions about the report, but more importantly builds trust in what the data is showing (vs having a user self-serve, nervous that they’re making a decision with bad data - ultimately they’ll reach out to an analyst to get them to do the analysis for them).<p>The second most important factor was loading speed - we noticed that after around 8 seconds of waiting, business users would disengage with a report, or lose trust in the system presenting the information (“I think it’s broken”). Most often this resulted in people not logging in to look at reports - they were busy with tons of other things, so once they expected reports to take a while to load, they stopped coming back.<p>The third big finding was giving people data where they already are, in a format they understand. A complicated filter interface would drive our users nuts and turned into many hours of training and technical support. For this reason, we always wanted a simple UI with great mobile support for reports - our users were on the go and could already do most other things on their phones.<p>We couldn’t achieve these things in BI tools, so for important decisions, we had to move the work to tools that could offer text support, instant report loading, and a familiar and accessible format: PowerPoint, PDF, and email. Of course this is a difficult workflow to automate and maintain, but for us it was crucial to get engagement on the work we were producing, and it worked.<p>This experience inspired my colleague and I to start an open source BI tool which could achieve these things with a more maintainable, version controlled workflow. The tool is called Evidence (<a href="https://evidence.dev">https://evidence.dev</a>) if anyone is interested.