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Feature Request
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Resolution: Done
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L3 - Default
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None
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None
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1
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Not defined
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3 - Expected
Problem Definition
User Story
When I'm modifying my dashboard
I want to add a new report
So that I can customize my dashboard without extra steps
Use Cases
- Onboarding a new process
- Modifying a multi-process dashboard
PM Notes (Customer requests, context, assumptions)
- It takes at least 17 clicks (including 3 navigations) to add a new report to a dashboard. We should take as many steps out of this process as possible
Solution Definition
Solution Ideas
- Follow the same UX as the New Alert option
- Set defaults for the processes, versions, and tenants based on an existing report in the dashboard
- Preferred Solution: Create a templated report, then immediately drop it into the dashboard
- Alternate 1: Duplicate an existing report
- Alternate 2: Add a blank report (and maybe apply template in the edit mode??)
Design Notes (Videos, mockups, guidance)
Wireframes available on Miro
User Scenario
See Miro
Metrics (if applicable)
- Track the number of reports created directly on a dashboard
This is the controller panel for Smart Panels app
1.
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Test creating a report from a dashboard |
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Done | Unassigned |