Overview:

Description	Allow selection of pre-defined templates for easier report creation.
Mockup	https://www.figma.com/proto/VRbSxeq8O2Ku9fLDwkxXyy/REPORTS---Report-Builder---Templates?node-id=3%3A2&scaling=min-zoom&page-id=0%3A1&starting-point-node-id=3%3A2
Assets	https://drive.google.com/open?id=1RFulIwLDX-pt87RP78AQHZWeo-nOzHEJ

Quantitative Data:

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

Source	Link	Description	Findings

Competitor Research:

Function	Findings	Image	Takeaways

Function

Findings

Image

Takeaways

Embrace

Reject

TO DISCUSS

Proposal Feedback:

Stakeholder	Date	Changes

Stakeholder	Date	Changes
Product Team	17/02/21	Done 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 Rejected 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 need more info TO DISCUSS
Product Team	23/02/21	Done 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’ Rejected need more info TO DISCUSS
Product Team	03/03/21	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. Rejected need more info TO DISCUSS
Product Team	17/03/21	Done 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’ Rejected need more info TO DISCUSS

Retrospective:

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

User Feedback

Stakeholder	Date	Description

Stakeholder	Date	Description

Quantitative Data

Source	Link	Description	Findings

Source	Link	Description	Findings

Product Design

Reports - Report Builder - Templates

Analytics