---
title: IData Insights Blog | reporting
description: reporting | IData, Insights, Blog, HE, Higher, Education, Data, Management, Governance, Integration, Technology, Services, Consulting, IDataHub, Data, Cookbook
---

[![iData_notag_tm](https://blog.idatainc.com/hs-fs/hubfs/iData_notag_tm.png?width=184&name=iData_notag_tm.png)](http://www.idatainc.com)

# Tag Archives: reporting

## [Best Practices for Migration to SaaS](https://blog.idatainc.com/best-practices-migration-to-saas)

[July 15, 2026](https://blog.idatainc.com/archive/2026/07) By  [Jim Walery](https://blog.idatainc.com/author/jim-walery)  In [data](https://blog.idatainc.com/tag/data), [governance](https://blog.idatainc.com/tag/governance), [integration](https://blog.idatainc.com/tag/integration), [reporting](https://blog.idatainc.com/tag/reporting), [technology](https://blog.idatainc.com/tag/technology), [tool](https://blog.idatainc.com/tag/tool), [CRM](https://blog.idatainc.com/tag/crm), [intelligence](https://blog.idatainc.com/tag/intelligence), [erp](https://blog.idatainc.com/tag/erp), [projects](https://blog.idatainc.com/tag/projects), [SaaS](https://blog.idatainc.com/tag/saas), [migration](https://blog.idatainc.com/tag/migration)

Migrating to a Software-as-a-Service (SaaS) platform is one of the most transformative — and disruptive — technology initiatives an organization can undertake. Whether you are moving an enterprise...

[Learn More](https://blog.idatainc.com/best-practices-migration-to-saas)

## [Reporting / Business Intelligence Tool Migration Steps Leveraging Data Governance](https://blog.idatainc.com/reporting-tool-migration-steps-dg)

[April 22, 2026](https://blog.idatainc.com/archive/2026/04) By  [Jim Walery](https://blog.idatainc.com/author/jim-walery)  In [data](https://blog.idatainc.com/tag/data), [governance](https://blog.idatainc.com/tag/governance), [reporting](https://blog.idatainc.com/tag/reporting), [technology](https://blog.idatainc.com/tag/technology), [analytics](https://blog.idatainc.com/tag/analytics), [tool](https://blog.idatainc.com/tag/tool), [migrating](https://blog.idatainc.com/tag/migrating), [business](https://blog.idatainc.com/tag/business), [intelligence](https://blog.idatainc.com/tag/intelligence)

If your organization (college, non-profit, corporation, or other type of organization) is planning a major technology transition—switching to a new reporting tool, migrating to a cloud-based data...

[Learn More](https://blog.idatainc.com/reporting-tool-migration-steps-dg)

## [Major Technology Project Examples and Considerations for Data Governance](https://blog.idatainc.com/technology-project-examples-considerations-dg)

[March 27, 2026](https://blog.idatainc.com/archive/2026/03) By  [Jim Walery](https://blog.idatainc.com/author/jim-walery)  In [data](https://blog.idatainc.com/tag/data), [governance](https://blog.idatainc.com/tag/governance), [integration](https://blog.idatainc.com/tag/integration), [reporting](https://blog.idatainc.com/tag/reporting), [technology](https://blog.idatainc.com/tag/technology), [tool](https://blog.idatainc.com/tag/tool), [CRM](https://blog.idatainc.com/tag/crm), [intelligence](https://blog.idatainc.com/tag/intelligence), [warehouse](https://blog.idatainc.com/tag/warehouse), [erp](https://blog.idatainc.com/tag/erp), [projects](https://blog.idatainc.com/tag/projects), [artificial](https://blog.idatainc.com/tag/artificial), [SaaS](https://blog.idatainc.com/tag/saas)

In this blog post we will discuss the following project examples: implementing artificial Intelligence (AI), ERP implementations, reporting tool migration / implementation, implementing a new point...

[Learn More](https://blog.idatainc.com/technology-project-examples-considerations-dg)

## [Analytics Maturity: Don't Run before You Walk](https://blog.idatainc.com/analytics-maturity)

[November 08, 2023](https://blog.idatainc.com/archive/2023/11) By  [Aaron Walker](https://blog.idatainc.com/author/aaron-walker)  In [data](https://blog.idatainc.com/tag/data), [governance](https://blog.idatainc.com/tag/governance), [reporting](https://blog.idatainc.com/tag/reporting), [analytics](https://blog.idatainc.com/tag/analytics), [intelligence](https://blog.idatainc.com/tag/intelligence)

Your organization faces numerous challenges as it makes its way towards analytics maturity. We are deliberately using that phrase loosely, since what that maturity looks like for your organization...

[Learn More](https://blog.idatainc.com/analytics-maturity)

## [Wealth of Resources on Data Governance and Data Intelligence Topics and Components](https://blog.idatainc.com/wealth-resources-data-governance-topics)

[December 14, 2022](https://blog.idatainc.com/archive/2022/12) By  [Jim Walery](https://blog.idatainc.com/author/jim-walery)  In [adoption](https://blog.idatainc.com/tag/adoption), [data](https://blog.idatainc.com/tag/data), [governance](https://blog.idatainc.com/tag/governance), [idata](https://blog.idatainc.com/tag/idata), [integration](https://blog.idatainc.com/tag/integration), [inventory](https://blog.idatainc.com/tag/inventory), [JIT](https://blog.idatainc.com/tag/jit), [just](https://blog.idatainc.com/tag/just), [reporting](https://blog.idatainc.com/tag/reporting), [specification](https://blog.idatainc.com/tag/specification), [steward](https://blog.idatainc.com/tag/steward), [stewardship](https://blog.idatainc.com/tag/stewardship), [trust](https://blog.idatainc.com/tag/trust), [quality](https://blog.idatainc.com/tag/quality), [technology](https://blog.idatainc.com/tag/technology), [analytics](https://blog.idatainc.com/tag/analytics), [people](https://blog.idatainc.com/tag/people), [ROI](https://blog.idatainc.com/tag/roi), [communication](https://blog.idatainc.com/tag/communication), [assessment](https://blog.idatainc.com/tag/assessment), [training](https://blog.idatainc.com/tag/training), [glossary](https://blog.idatainc.com/tag/glossary), [components](https://blog.idatainc.com/tag/components), [intelligence](https://blog.idatainc.com/tag/intelligence), [resources](https://blog.idatainc.com/tag/resources), [reference](https://blog.idatainc.com/tag/reference), [start](https://blog.idatainc.com/tag/start), [roadmap](https://blog.idatainc.com/tag/roadmap), [started](https://blog.idatainc.com/tag/started), [topics](https://blog.idatainc.com/tag/topics)

We have a great deal of resources (blog posts, videos, and recorded webinars)  related to a variety of topics and components in data governance (or what we call data intelligence).

Topics include: [...](https://blog.idatainc.com/dg-getting-started-resources)

[Learn More](https://blog.idatainc.com/wealth-resources-data-governance-topics)

## [Availability of Data Processing (Flow / Report / ETL) Catalog Resources](https://blog.idatainc.com/data-processing-catalog-resources)

[August 12, 2021](https://blog.idatainc.com/archive/2021/08) By  [Jim Walery](https://blog.idatainc.com/author/jim-walery)  In [data](https://blog.idatainc.com/tag/data), [governance](https://blog.idatainc.com/tag/governance), [idata](https://blog.idatainc.com/tag/idata), [report](https://blog.idatainc.com/tag/report), [reporting](https://blog.idatainc.com/tag/reporting), [intelligence](https://blog.idatainc.com/tag/intelligence), [resources](https://blog.idatainc.com/tag/resources), [catalog](https://blog.idatainc.com/tag/catalog), [processing](https://blog.idatainc.com/tag/processing), [ETL](https://blog.idatainc.com/tag/etl), [flow](https://blog.idatainc.com/tag/flow)

A key part of data governance is having an easily accessible knowledge base. Important content of this knowledge base is a data processing catalog which contains information about such items as...

[Learn More](https://blog.idatainc.com/data-processing-catalog-resources)

## [Six Data Governance Principles for Reports and Dashboards](https://blog.idatainc.com/dg-principles-reports-dashboards)

[June 10, 2021](https://blog.idatainc.com/archive/2021/06) By  [Jim Walery](https://blog.idatainc.com/author/jim-walery)  In [data](https://blog.idatainc.com/tag/data), [governance](https://blog.idatainc.com/tag/governance), [idata](https://blog.idatainc.com/tag/idata), [reporting](https://blog.idatainc.com/tag/reporting), [Data Cookbook](https://blog.idatainc.com/tag/data-cookbook), [analytics](https://blog.idatainc.com/tag/analytics), [intelligence](https://blog.idatainc.com/tag/intelligence), [principles](https://blog.idatainc.com/tag/principles), [dashboards](https://blog.idatainc.com/tag/dashboards)

Reporting (or analytics) and data governance (or as we call it data intelligence) are related. They both deal with data requests, data quality, data lineage, data systems, information sharing and...

[Learn More](https://blog.idatainc.com/dg-principles-reports-dashboards)

## [Data Governance and Data Intelligence Topics - Check Out the Resources](https://blog.idatainc.com/data-governance-topics)

[April 28, 2021](https://blog.idatainc.com/archive/2021/04) By  [Jim Walery](https://blog.idatainc.com/author/jim-walery)  In [adoption](https://blog.idatainc.com/tag/adoption), [data](https://blog.idatainc.com/tag/data), [governance](https://blog.idatainc.com/tag/governance), [idata](https://blog.idatainc.com/tag/idata), [integration](https://blog.idatainc.com/tag/integration), [JIT](https://blog.idatainc.com/tag/jit), [just](https://blog.idatainc.com/tag/just), [reporting](https://blog.idatainc.com/tag/reporting), [trust](https://blog.idatainc.com/tag/trust), [technology](https://blog.idatainc.com/tag/technology), [analytics](https://blog.idatainc.com/tag/analytics), [people](https://blog.idatainc.com/tag/people), [ROI](https://blog.idatainc.com/tag/roi), [assessment](https://blog.idatainc.com/tag/assessment), [intelligence](https://blog.idatainc.com/tag/intelligence), [resources](https://blog.idatainc.com/tag/resources), [start](https://blog.idatainc.com/tag/start), [roadmap](https://blog.idatainc.com/tag/roadmap), [started](https://blog.idatainc.com/tag/started), [topics](https://blog.idatainc.com/tag/topics)

We have a great deal of resources related to a variety of topics in data governance (or what we call data intelligence). Topics include: [getting started with data governance](https://blog.idatainc.com/dg-getting-started-resources), [trust in data](https://blog.idatainc.com/data-trust-resources), [...](https://blog.idatainc.com/resources-just-in-time-data-governance)

[Learn More](https://blog.idatainc.com/data-governance-topics)

## [Availability of Data Governance Reporting and Analytics Resources](https://blog.idatainc.com/dg-reporting-analytics-resources)

[November 04, 2020](https://blog.idatainc.com/archive/2020/11) By  [Jim Walery](https://blog.idatainc.com/author/jim-walery)  In [committee](https://blog.idatainc.com/tag/committee), [data](https://blog.idatainc.com/tag/data), [governance](https://blog.idatainc.com/tag/governance), [idata](https://blog.idatainc.com/tag/idata), [reporting](https://blog.idatainc.com/tag/reporting), [Data Cookbook](https://blog.idatainc.com/tag/data-cookbook), [analytics](https://blog.idatainc.com/tag/analytics), [management](https://blog.idatainc.com/tag/management), [intelligence](https://blog.idatainc.com/tag/intelligence), [resources](https://blog.idatainc.com/tag/resources)

Reporting and Analytics is very related to data governance and data intelligence. If you do not have trust in your data then you will not have trust in your reports and your analytic efforts. The...

[Learn More](https://blog.idatainc.com/dg-reporting-analytics-resources)

## [Moving On Up?](https://blog.idatainc.com/moving-on-up)

[February 05, 2020](https://blog.idatainc.com/archive/2020/02) By  [Aaron Walker](https://blog.idatainc.com/author/aaron-walker)  In [data](https://blog.idatainc.com/tag/data), [governance](https://blog.idatainc.com/tag/governance), [reporting](https://blog.idatainc.com/tag/reporting), [stewardship](https://blog.idatainc.com/tag/stewardship), [thoughts](https://blog.idatainc.com/tag/thoughts), [intelligence](https://blog.idatainc.com/tag/intelligence), [cloud](https://blog.idatainc.com/tag/cloud), [advantages](https://blog.idatainc.com/tag/advantages)

Nearly every organization has begun to use some software-as-a-service, where data originates, is processed and frequently stored in the cloud (or, as one of our clients likes to say, "on somebody...

[Learn More](https://blog.idatainc.com/moving-on-up)

## [How to Improve Your Institutional Reporting](https://blog.idatainc.com/improve-institutional-reporting)

[July 18, 2019](https://blog.idatainc.com/archive/2019/07) By  [Jim Walery](https://blog.idatainc.com/author/jim-walery)  In [data](https://blog.idatainc.com/tag/data), [ed](https://blog.idatainc.com/tag/ed), [education](https://blog.idatainc.com/tag/education), [governance](https://blog.idatainc.com/tag/governance), [higher](https://blog.idatainc.com/tag/higher), [idata](https://blog.idatainc.com/tag/idata), [process](https://blog.idatainc.com/tag/process), [reporting](https://blog.idatainc.com/tag/reporting), [Data Cookbook](https://blog.idatainc.com/tag/data-cookbook), [technology](https://blog.idatainc.com/tag/technology), [people](https://blog.idatainc.com/tag/people), [HE](https://blog.idatainc.com/tag/he), [policies](https://blog.idatainc.com/tag/policies), [intelligence](https://blog.idatainc.com/tag/intelligence), [how](https://blog.idatainc.com/tag/how)

Reporting can always be improved. It is often not the reporting technology being used that is the problem. Usually it comes down to people and processes. In this post we share some thoughts on...

[Learn More](https://blog.idatainc.com/improve-institutional-reporting)

## [Achieving Successful Reporting is Not a Technology Problem](https://blog.idatainc.com/reporting-not-technology-problem)

[June 12, 2019](https://blog.idatainc.com/archive/2019/06) By  [Jim Walery](https://blog.idatainc.com/author/jim-walery)  In [data](https://blog.idatainc.com/tag/data), [education](https://blog.idatainc.com/tag/education), [governance](https://blog.idatainc.com/tag/governance), [higher](https://blog.idatainc.com/tag/higher), [idata](https://blog.idatainc.com/tag/idata), [process](https://blog.idatainc.com/tag/process), [reporting](https://blog.idatainc.com/tag/reporting), [Data Cookbook](https://blog.idatainc.com/tag/data-cookbook), [technology](https://blog.idatainc.com/tag/technology), [analytics](https://blog.idatainc.com/tag/analytics), [people](https://blog.idatainc.com/tag/people), [HE](https://blog.idatainc.com/tag/he), [policies](https://blog.idatainc.com/tag/policies), [intelligence](https://blog.idatainc.com/tag/intelligence), [not](https://blog.idatainc.com/tag/not), [problem](https://blog.idatainc.com/tag/problem)

While some organizations have been successful with a wide range of reporting tools, many others struggle with the same tools. We feel it is because organizational reporting or analytics problems are...

[Learn More](https://blog.idatainc.com/reporting-not-technology-problem)

## [Trend for Shadow Analytics](https://blog.idatainc.com/shadow-analytics)

[February 14, 2019](https://blog.idatainc.com/archive/2019/02) By  [Aaron Walker](https://blog.idatainc.com/author/aaron-walker)  In [ed](https://blog.idatainc.com/tag/ed), [education](https://blog.idatainc.com/tag/education), [governance](https://blog.idatainc.com/tag/governance), [higher](https://blog.idatainc.com/tag/higher), [reporting](https://blog.idatainc.com/tag/reporting), [Data Cookbook](https://blog.idatainc.com/tag/data-cookbook), [analytics](https://blog.idatainc.com/tag/analytics), [shadow](https://blog.idatainc.com/tag/shadow), [systems](https://blog.idatainc.com/tag/systems), [databases](https://blog.idatainc.com/tag/databases), [tools](https://blog.idatainc.com/tag/tools), [intelligence](https://blog.idatainc.com/tag/intelligence)

In a previous post we shared some thoughts about [shadow systems](https://blog.idatainc.com/shadow-systems), and how they are symptomatic of poor data governance (data intelligence) practices as much as, if not more than, users seeking to...

[Learn More](https://blog.idatainc.com/shadow-analytics)

## [The Promise of Analytics](https://blog.idatainc.com/promise-of-analytics)

[October 24, 2018](https://blog.idatainc.com/archive/2018/10) By  [Aaron Walker](https://blog.idatainc.com/author/aaron-walker)  In [ed](https://blog.idatainc.com/tag/ed), [education](https://blog.idatainc.com/tag/education), [governance](https://blog.idatainc.com/tag/governance), [higher](https://blog.idatainc.com/tag/higher), [reporting](https://blog.idatainc.com/tag/reporting), [Data Cookbook](https://blog.idatainc.com/tag/data-cookbook), [analytics](https://blog.idatainc.com/tag/analytics), [intelligence](https://blog.idatainc.com/tag/intelligence)

Of our clients who have embarked on an analytics program, many of them have seen the same issues emerge that came up when they introduced Business Intelligence (BI) tools, as well as historically...

[Learn More](https://blog.idatainc.com/promise-of-analytics)

## [Remove Barriers to Effective Reporting](https://blog.idatainc.com/barriers-to-effective-reporting-in-higher-ed)

[February 15, 2018](https://blog.idatainc.com/archive/2018/02) By  [Brenda Reeb](https://blog.idatainc.com/author/brenda-reeb)  In [data](https://blog.idatainc.com/tag/data), [education](https://blog.idatainc.com/tag/education), [governance](https://blog.idatainc.com/tag/governance), [higher](https://blog.idatainc.com/tag/higher), [reporting](https://blog.idatainc.com/tag/reporting), [Data Cookbook](https://blog.idatainc.com/tag/data-cookbook), [barriers](https://blog.idatainc.com/tag/barriers), [intelligence](https://blog.idatainc.com/tag/intelligence)

Implementing effective reporting at any organization is not easy (including higher education institutions). This post outlines the barriers to effective reporting and provides solutions to eliminate...

[Learn More](https://blog.idatainc.com/barriers-to-effective-reporting-in-higher-ed)

## [Part III: Pragmatic Data Governance-Best Practices of Reporting](https://blog.idatainc.com/part-iii-pragmatic-data-governance-best-practices-of-successful-reporting)

[December 07, 2017](https://blog.idatainc.com/archive/2017/12) By  [Brenda Reeb](https://blog.idatainc.com/author/brenda-reeb)  In [best](https://blog.idatainc.com/tag/best), [data](https://blog.idatainc.com/tag/data), [governance](https://blog.idatainc.com/tag/governance), [higher](https://blog.idatainc.com/tag/higher), [practices](https://blog.idatainc.com/tag/practices), [reporting](https://blog.idatainc.com/tag/reporting), [Data Cookbook](https://blog.idatainc.com/tag/data-cookbook), [pragmatic](https://blog.idatainc.com/tag/pragmatic), [intelligence](https://blog.idatainc.com/tag/intelligence)

In their [Top 10 IT Issues, 2017](http://er.educause.edu/articles/2017/1/top-10-it-issues-2017-foundations-for-student-success), EDUCAUSE identified “data management and governance” as an issue to “improve…the management of institutional data through data standards, integration, protection,...

[Learn More](https://blog.idatainc.com/part-iii-pragmatic-data-governance-best-practices-of-successful-reporting)

## [At-Risk Students and the Data Cookbook: Harnessing the Power of Prediction](https://blog.idatainc.com/at-risk-students-and-the-data-cookbook-harnessing-the-power-of-prediction)

[March 20, 2017](https://blog.idatainc.com/archive/2017/03) By  [Brenda Reeb](https://blog.idatainc.com/author/brenda-reeb)  In [governance](https://blog.idatainc.com/tag/governance), [reporting](https://blog.idatainc.com/tag/reporting), [community](https://blog.idatainc.com/tag/community), [Data Cookbook](https://blog.idatainc.com/tag/data-cookbook), [intervention](https://blog.idatainc.com/tag/intervention), [at-risk](https://blog.idatainc.com/tag/at-risk), [students](https://blog.idatainc.com/tag/students), [intelligence](https://blog.idatainc.com/tag/intelligence)

A recent [New York Times article](https://www.nytimes.com/2017/02/02/education/edlife/will-you-graduate-ask-big-data.html?_r=2) explores the burgeoning world of student data in an attempt to explain why it holds such power, particularly with at-risk students. Recent work in learning analytics...

[Learn More](https://blog.idatainc.com/at-risk-students-and-the-data-cookbook-harnessing-the-power-of-prediction)

## [Building a Better Data Culture](https://blog.idatainc.com/building-a-better-data-culture)

[May 05, 2015](https://blog.idatainc.com/archive/2015/05) By  [Aaron Walker](https://blog.idatainc.com/author/aaron-walker)  In [data](https://blog.idatainc.com/tag/data), [education](https://blog.idatainc.com/tag/education), [governance](https://blog.idatainc.com/tag/governance), [higher](https://blog.idatainc.com/tag/higher), [reporting](https://blog.idatainc.com/tag/reporting), [Data Cookbook](https://blog.idatainc.com/tag/data-cookbook), [quality](https://blog.idatainc.com/tag/quality), [technology](https://blog.idatainc.com/tag/technology), [analytics](https://blog.idatainc.com/tag/analytics), [culture](https://blog.idatainc.com/tag/culture), [intelligence](https://blog.idatainc.com/tag/intelligence)

Anyone who's ever attended a [Data Cookbook](http://www.datacookbook.com)demonstration, or heard us talk about it at a higher education conference, has heard us say this: "Reporting is not a technology problem." While we think...

[Learn More](https://blog.idatainc.com/building-a-better-data-culture)

## [Migrating Reports - You have to Analyze the Functional Need](https://blog.idatainc.com/migrating-reports-you-have-to-analyze-the-functional-need)

[July 01, 2013](https://blog.idatainc.com/archive/2013/07) By  [Aaron Walker](https://blog.idatainc.com/author/aaron-walker)  In [data](https://blog.idatainc.com/tag/data), [governance](https://blog.idatainc.com/tag/governance), [reporting](https://blog.idatainc.com/tag/reporting), [functional](https://blog.idatainc.com/tag/functional), [migrating](https://blog.idatainc.com/tag/migrating), [intelligence](https://blog.idatainc.com/tag/intelligence)

So, we're converting from X to Y - can you help us re-write our reports?

Often when an organization is changing from one system to another, they look to automate the process. This works fine,...

[Learn More](https://blog.idatainc.com/migrating-reports-you-have-to-analyze-the-functional-need)

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