Overview:

Description	Allow selection of pre-defined templates for easier report creation.
Type	Organic Feature
Story	Report Builder
Mockup	https://invis.io/931099X7J5PZ
Ticket
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

Function

Findings

Image

Takeaways

EMBRACE

REJECT

TO DISCUSS

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

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

Stakeholder	Date	Description

Source	Link	Description	Findings