What approach should be taken when integrating report results into user forms?

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Integrating report results directly into the business process is the most effective approach, as it allows for real-time data accessibility and enhances decision-making. By embedding these results within user forms, users can immediately see relevant information that may influence their actions or decisions. This seamless integration helps reduce the need for multiple steps in data retrieval and improves efficiency by providing context to processes being executed.

Real-time data also ensures that all users are working with the most current information, which is crucial in dynamic business environments. This approach also supports better collaboration among team members as they can align their actions based on the same data and insights, ultimately leading to more informed decision-making.

While exporting to Excel, limiting accessibility, or focusing solely on performance metrics might have their advantages in specific scenarios, they do not provide the same level of integration and immediacy that directly embedding report results into the business process can offer. This mode of operation fosters a more responsive and data-driven workplace, aligning with best practices in process management.

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