Question

A regional sales team frequently asks the analyst to re-run the same monthly report with different filters applied (by product line, territory, and rep) so they can answer their own ad-hoc questions during weekly meetings. The analyst currently emails a static PDF each month. Which change would best reduce these repeated requests while still giving the team the flexibility they need?

Accepted Answer

Publish an interactive dashboard with slicers/filter controls so users can adjust product line, territory, and rep views themselves

Answer

Increase the reporting cadence so the static PDF is emailed weekly instead of monthly

Answer

Add every possible filter combination as separate pages in the PDF before sending it

Answer

Switch the PDF from portrait to landscape orientation to fit more data columns