UX evaluated the reporting feature demonstrated at https://bluejeans.com/playback/s/d345SPzgrbPqsZL20wPVQ7YSG2EK0NlPYeKW9Q7JF4CJRMmqKCqTEAu6HVg4ZSFr
and created a set of feedback, organized into the following categories:
- Design solution included
- Usability issues identified
- Patternfly issues identified
Our feedback includes comments on:
- Viewing default reports
- Creating a report
- Finding created reports
Design Solution Included
Issue 1: Not sure where to create a report/find a report or what the difference between the first two accordions is: Saved Reports, Reports.
- If the Saved Reports accordion can only contain one type of content (i.e., one parent node), eliminate the parent node and list the customer reports directly underneath.
- Rename “Reports to “Report Templates.” The word template provides an invitation to create a report.
Issue 2: Empty accordion control appears where it shouldn’t. Also, when I navigated away and back to this section, the tree that I had opened was closed.
Suggestion: Remove empty accordion. If we continue to persist the last section visited when navigating, Reports tree should be expanded (or be in whatever state it was when I left the section).
Issue 3: Pie chart legend is hard to read/map to slices.
Suggestion: If possible, move the legend to the right of the pie chart, as shown in PatternFly: http://www.patternfly.org/pattern-library/data-visualization/pie-chart/#/pie-chart-with-right-legend.
Usability Issues Identified
Issue 4: Creating a new report is challenging. Locating a report you created is challenging. E.g.,
- Add new report appears under the button “Configuration.”
- Why is previewing a new report the last tab that appears? Do customers have to change the inputs there? If I do choose to change the defaults, what do these choices mean and how do they change the report?
- E.g., Consolidation tab…what does this mean. What is a “menu name”? What does group records by up to 3 columns mean? What is the outcome?
- What does the filter tab do? Filters what? How is this different than choosing fields in the consolidation tab?
- How do I know where my report will be saved – RBAC access changes where it appears?
- Change available fields to column choices or something like that? Need better titles for shuttle selector.
- “Base the report on” – why is there an asterisk?
- Which choices are dependent on other choices?
Suggestion: Reporting needs a new design.
UX should work with Product Management and Development to understand reporting use cases and personas of those who create them. With that information, UX should create design proposals for addressing primary use cases and the needs of target personas.
UX should consider a wizard format for non-advanced personas. The wizard could show what’s standard and what’s optional editable and even advanced? Preview should be an action button
Issue 5: There could potentially be many reports/templates in each tree. How does a user find a particular report?
Suggestion: UX and Development should investigate search and filter capabilities.
Issue 6: Cannot modify default reports, but there’s no visual indication that these are locked.
Suggestion: UX to investigate and get back to the team.
Issue 7: Why is the page title here “Custom Reports” when Virtual Machines is the node selected and the accordion section is called “Reports”?
Suggestion: UX and Dev should investigate descriptive/clear naming conventions for Reporting.
Issue 8: There’s no setting to automatically delete reports at a specified threshold (eg, if they are taking up too much storage space). User has to manually delete them.
Suggestion: Provide this capability to users. Work with UX to design.
Issue 9: In saved report, what are these irregular rows? They look like repeats of the content in the Name cell above it.
Suggestion: UX and Dev should investigate better report format options.
Patternfly issues identified
Issue 10: In the Add Report tabbed pages, some drop down controls have many many entries. Do we have a limit # of items in the drop down? These are typically hard for users to manipulate.
Suggestion: UX should investigate.