Interactive preview when building Reports

I personally find the report module particularly tricky compared with other CRMs I have used. Other CRMs offer an 'as you build/interactive preview' of the report. Its easy to view and place your groupings etc when building the more complex reports and for those of us who are more visual workers/learners I know that it would make it much more of an enjoyable and easier process!

Samantha Gowland

Samantha Gowland over 2 years ago in reply to PJ Haftbaradaran

PJ Haftbaradaran Thank you for replying, that sounds great, I would be very happy to participate in the UX research. Look forward to it

Many Thanks

Sam
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PJ Haftbaradaran over 2 years ago

Samantha Gowland Thanks so much for posting this, it's very helpful to get some insight into how you are doing reporting from a UX perspective.

We're currently in the process of overhauling our report viewer experience, and will be looking to focus on the report designer experience in the near future. Would you be interested in participating in some UX research to get an understanding of how you build reports, and learn about your pain points? Thank you!

PJ Haftbaradaran
Senior UX Designer
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