When you look at a finished report like the one below, it looks like it must have been complicated to create and taken a long time. It’s colorful; it can be filtered to highlight specific information; it shows off multiple parts of your agency.


But creating these reports doesn’t have to be complicated. You just need to utilize the Creator and Consumer relationship in your agency, and you’ll be able to easily create reports like the one above.
Creating these reports can help you identify problem areas in your agency and help you to be more prepared for value-based payments.
What’s the Creator and Consumer relationship?
Every agency has both creators and consumers. When these individuals work together, they’re able to create customized reports for each part of their agency.
Report Creators
Creators are analytically minded workers who are comfortable reading data. This role requires patience and a willingness to consistently revise drafts. A creator must also be proficient in whichever data analytics tool your agency wishes to use.
Report Consumers
Consumers will be found in all areas of your agency because each area has a unique need for data. A consumer must be able to describe their needs to the creator and be willing to collaborate with them to achieve a usable final report.
Following the Tenants for Success
Your creators and consumers must be able to communicate openly and work together to create the final report. If they each follow the 3 Tenants of Creators and Consumers, they’ll have productive work sessions, and be able to create the type of reports your agency needs.
The 3 Tenants of Creators


- Thou shall relinquish pride of ownership over reports
- Thou shall not be afraid to edit reports in front of the consumers
- Thou shall be honest if your limitations are reached and need additional time or resource


- Thou shall be patient with the creator, who the consumer should encourage to attempt changes in front of them
- Thou shall recognize the desired report may not be possible with the data available
- Thou shall be an active and collaborative participant in the report building process