Hi Jenny,
I've just come back onto here after an absence so apologies for the tardy response.
I am doing the same in my organisation. A resource that Stacey recommends that I have found invaluable to informing this process is Stephen Few's book 'Information Dashboard Design'. I have found even though it focuses on dashboards, it gives a sound basis for understanding how people view data and how to present data to communicate rapidly and effectively.
I have redesigned our quarterly performance reports based on some of the principles Stephen addresses, however I think there is still plenty of scope for improvement in the current report (especially with the measures we're reporting, which haven't been through the PuMP process yet.
Kind regards,
Holly Casey
