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Overview:

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Quantitative Data:

Info

Data driven justification for ux/ui changes, especially necessary for organic changes that do not originate from client requests or roadmap features.

Source

Link

Description

Findings

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Competitor Research:

Function

Findings

Image

Takeaways

Status
colourGreen
titleEmbrace

Status
colourRed
titleReject

Status
colourBlue
titleTO DISCUSS

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Proposal Feedback:

Stakeholder

Date

Changes

Product Team

17/02/21

Status
colourGreen
titleDone

  • New first step of ‘type’

    • Done

  • Chose which type of report choose if you want to create blank or create from template

    • Done

  • Create from template would show a preview of table output

    • Done

  • Would be nice to somehow pick from the different templates which would nicely show options available (similar to template lp builder)

    • Done

Status
colourRed
titleRejected

  • User generated templates

    • For now, templates will be pre-defined by bringing some of the already existing reports that belong in the sidebar into this builder for further flexibility

Status
colourYellow
titleneed more info

Status
colourBlue
titleTO DISCUSS

Product Team

23/02/21

Status
colourGreen
titleDone

  • All templates should be shown, rather than filtering from ‘type’ dropdown

  • Move top ‘type’ dropdown to below template selector

    • ‘Type’ dropdown field should only show if you are not using a template

    • Change terminology from ‘type’ to ‘data source’

  • All templates should have a chip in the top right to show the ‘data source’

Status
colourRed
titleRejected

Status
colourYellow
titleneed more info

Status
colourBlue
titleTO DISCUSS

Product Team

03/03/21

Status
colourGreen
title

TO DO
  • Remove top ‘type’ selection field

  • ‘Type’ dropdown field should only show if you are not using a template

  • All other templates should have a chip in the top right to show the ‘type’

  • Change terminology for ‘type’ to ‘data source’

  • Tooltips to explain ‘data source’ e.g. this is the source of the data…etc.

    Done

    • Added a blue helper card thing (which will contain some text to explain why the template selection is disabled whilst editing an already existing report) above the templates selection when you’re editing a report.

      • This UI is consistent with how we show disabled campaign section if advertiser contract hasn’t been signed.

    Status
    colourRed
    titleRejected

    Status
    colourYellow
    titleneed more info

    Status
    colourBlue
    titleTO DISCUSS

    Product Team

    17/03/21

    Status
    colourGreen
    titleDone

    • On report ‘edit’, remove first step as it’s a redundant step because there are no inputs that can be changed (also we don’t store original template for already created reports and therefore cannot surface this on ‘edit’ report).

      • But on first step, include disabled input to show the report ‘type’

    Status
    colourRed
    titleRejected

    Status
    colourYellow
    titleneed more info

    Status
    colourBlue
    titleTO DISCUSS

    ...

    Retrospective:

    Info

    To be completed after this features release. The retrospective should allow a basis for further improvements to this feature.

    User Feedback

    Stakeholder

    Date

    Description

    Quantitative Data

    Source

    Link

    Description

    Findings