Designing Dashboards

The Importance of White-Label Reports: Advice from Real Application Teams

By Yen Dinh
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When a user opens your application, is it obvious that they are using two (or more) different products? If the answer is yes, you could be hindering user adoption.

“The look and feel of the embedded analytics solution can directly impact the impression of the overall enterprise application and customer experience,” writes Gartner in the report, 5 Best Practices for Choosing an Embedded Analytics Platform Provider. “Look for embedded analytics platforms that not only supports embedding of charts and visualizations, but also go deeper and integrate the data and analytics into the fabric of the application. This ‘seamless’ approach means that users don’t even know they are using a multiproduct application.”

When you white-label reports in your application, you make embedded analytics and business intelligence (BI) look like your own brand, not someone else’s. As an application provider, you want the appearance of your analytics to match everything else within the application. When a user moves from the home screen to the settings page and over to reports, it should all look and feel like part of the same brand experience.

>> Related: UX Design for Embedded Analytics <<

A user will be less inclined to use the analytics features in your application if they are glaringly different from everything else. White-labeled reports provide a number of benefits to end users, including a visually appealing user experience and increased user adoption. When real application teams have taken the time to white-label dashboards, they’ve seen huge value from it.

For example, for Citycounty Insurance Services, it was important that their users did not feel like they were switching from one application to another. Because their white-labeled reports allowed developers to match their application’s fonts, color schemes, and branded design themes, they were able to increase user adoption with a seamless user experience.

“It really looks like our own application, which helped with adoption. Users don’t realize they are using a different analytics application.”

– Trent McGath, CIS Risk Information Manager, Citycounty Insurance Services

Working with the right vendor, application teams should be able to adjust every aspect of the embedded analytics without worrying about a disjointed user experience—and to do so quickly. You want the look and feel to match your brand, but you also want to ensure that design work can be done easily and not take up more time. Does the platform work with your existing tech stack? Will it be easy for you to customize the user interface and user experience (UI/UX) of your application?

The application team at Trukee-Donner Public Utility District prioritized control over the look and feel of their dashboards as they evaluated vendors. Make sure to ask about the level of control you’ll have over the design and functionality as you assess embedded analytics platforms.

“We needed an architecture that allowed for seamless embeddability and integration into other applications. This enabled us to build a single, unified system, integrating each technology’s unique capabilities.”

Ian Fitzgerald, GIS Coordinator, Truckee-Donner Public Utility District

Adding white-label analytics to your application not only improves the end-user experience—it can also help your company stay ahead of competitors. Origami Risk operates in a highly competitive market, so white-labeling was critical to staying competitive. Analytics is a crucial component of their application, and they were able to keep users in the application by creating a consistently branded experience that did not interrupt workflow.

“We sell into a competitive market space, so the visual appearance of reports is important. We wanted to incorporate our own UI into embedded dashboards and reports to make things look a certain way… Our goal was to always make it look like you’re in our application, even when parts of it were built in another system. We didn’t want to have you go elsewhere to a report module to run reports. If there are appropriate analytics for whatever you are working on, the analytics should be right there.”

Steve Fischer, CTO, Origami Risk

Application teams spend countless hours designing their UI and UX, making sure their end users are experiencing the best their brand has to offer. By embedding white-label reports and dashboards, the analytics will completely disappear into your application and create one unified experience.

Ready to white-label reports in your application? Logi Analytics gives you total control to customize your embedded analytics, dashboards, and reports. Watch a demo now >


Originally published April 5, 2019

About the Author

Yen Dinh is a content marketing coordinator at Logi Analytics. She has more than five years of experience writing content and is passionate about helping audiences stay updated on emerging technologies.