Make key report details easier to scan.
Report Mini Cards put compact summaries and controls near the report they relate to. Small, focused cards make better use of available space and keep important numbers easy to scan before a reader searches the full table.
Their value comes from proximity and restraint: a mini card should surface a useful detail, not repeat the whole report. The exact card layout depends on the report being built, so choose summaries that help readers understand or act on its records.
Bring context beside the records
A table is good at preserving detail, but it can take time to find the one number that explains what is happening across those rows. A compact summary near the report can give readers context before they begin scanning individual records.
Report Mini Cards are designed to keep that context close to its source. Compact metrics are especially useful when the report is the main work area and the summary should remain connected to the records.
Make each card earn its space
Start with the question a reader is likely to ask. Is there a useful total, status count, or other summary that helps explain the visible records? Give the card a clear label so its number has meaning; a metric without context can be more confusing than helpful.
Keep the number of summaries focused. If every possible detail becomes a card, the cards stop helping the reader prioritize. Choose the few that make the report easier to understand, and leave the supporting detail in the table where it can be reviewed in context.
Keep the report readable
Use the summary area to make key numbers visible without crowding the report. Cards should orient the reader; the table should remain available for detail.
The available layout depends on the report you are building. Treat the supplied Builder layout as a starting point rather than assuming every report has identical card positions. Check the actual view at the size and zoom your audience will use, especially if they need to move between the summaries and the table.
Connect a metric to a next step
A useful mini card answers a small question at a glance. It might help a reviewer notice a count before opening the corresponding entries, or help a presenter explain a report’s scale before discussing individual rows. The best summary depends on the information in the report and the reader’s goal.
Use precise labels and keep the underlying report close by. If someone asks how a number was formed, they should be able to use the report for context rather than treating the card as an unexplained result. Mini cards work best as a quick orientation layer, not a replacement for the records.
Use each card to add context
Report Mini Cards are part of OneXcel Dashboard Builder. The available card layout can differ between reports. Keep the number of cards focused, label each metric clearly, and position summaries where they add context to the records rather than compete with them.