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  1. Camunda Optimize
  2. OPT-6243

Add new Report to Dashboard

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    • Icon: Feature Request Feature Request
    • Resolution: Done
    • Icon: L3 - Default L3 - Default
    • 3.9.0-alpha3, 3.10.0
    • None
    • frontend
    • None
    • 1
    • Not defined
    • 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

          There are no Sub-Tasks for this issue.

              Unassigned Unassigned
              eric.lundberg Eric Lundberg
              Omran Abazeed Omran Abazeed
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                Created:
                Updated:
                Resolved: