Recommendations to improve the user experience
When you add a boolean line item (checkbox) to a field card in the new UX that is read only for a given user based on their model access permissions or DCA on the line item, the field does not grey out to indicate to the user it is non-editable as would happen in a grid card. This causes confusion for users not…
Many of our clients would consider to use comments feature if they could publish them of each cell in a table. Use case: Any outliering value would always be questionable and would require additional investigation of route case including history check and any comments anywhere. Usually it takes a lot of time for RCA while…
Please enhance the Management Reporting presentation table to support Number scaling. Often times the underlying calculation and output modules are calculated in precise units but that for the Management Reports we want to display in thousands or millions. Particularly with monetary numbers, especially when the numbers are…
For more connected collaboration would be good to be able to add images to the comments. This will allow users to send their screenshots with drawings they may want to add for better explantation of something. And with a power of contextual commenting it will give additional communication engagement. This may be used by…
This seems like the most straight forward of the Actions. No follow up inputs from the user. This would allow a MR to be a proposal/scenario/territory plan. It has been passed up the chain to an Ops Person. They just need to read through the proposal and then click to Approve and move it along to the next person. If they…
Currently I can only change the style (e.g. italics, bold) of line items when they are placed under rows but the ability to make changes to the particular columns or line items placed in columns would help to build easier to navigate tables for end users. The style of line item should be visible when the line items are…
The left panel that designates the slides in the Report Builder should be adjustable. We can fit ~28 characters in the panel which makes it difficult to write titles for multiple slides. There is a lot of white space between the chart and the left panel on a full HD monitor meaning there would not be any impact to the…
Description: As a Page Builder, I would like to have a toggle with two options: Comments are specific to context selections / Comments are NOT specific to context selections. Benefit/use case: 1. I can't use comments with a card if it has Users List as a dimension. It's not possible to see comments from other users in this…
Currently, the user can click a link from a Management Reporting Slide and gets directed to another Page in the App. But if they hit back, using the '<' in the top left of the window, they will not go back to the Slide they were last on. Instead they will end up on the App Contents page. The requested behavior would be to…
It would be nice if we could trigger an action and/or clear a line item based on a checkbox. For example when overriding values, we often use an "Override?" boolean to make a line item writable. If the user unchecks it he expects for the input to be cleared/reset. This can be achieved with an additional action, which is…
Either allow the user to set the name of the PDF export and/or set the PDF export name based on the name of the MR page in the App (not the slide names, the MR name as listed in the breadcrumbs of the app.)
This is for Management Reporting. Have an indicator, at the top level, if a section has any formatting currently applied. Removes the need for the builder to click through each to find out.
Left/Center/Right would be great.
Give the option to hide specific Slides done through the . They would be hidden from the Slide list as well as the Presentation.
Give us pixel size as we resize a card by dragging OR let us set/adjust card size by pixels in the Card Configuration.
REQUEST: allow for top/middle/bottom alignment of text in Management Reporting
top/middle/bottom, as well
It would let us take an existing Page and convert it into the beginnings of a MR. All of the Cards would get transferred over, leaving the Builder to organize and resize them.
We can use an image. The frustration is then accidentally click-dragging this background. If we had Lock that would help. I would love the option for Background color to also allow for a URL or Line Item.
Just what is says. 🙂
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