Absent Member.
Absent Member.

Workflow of New Report Creation is non-intuitive

A user can easily be fooled into creating an "Advanced" sql-based report inadvertantly.

Consider this scenario:

1) User right-clicks New Report

2) On the [Create New Report] dialog, user provides values for Result category and
Selection criteria.

3) user clicks [Next] and specifies desired data columns.

4) User is satisfied with the definition of their new report.

5) User is curious and Clicks [Advanced Query] button to see what options are available there.

6) User sees the default SQL and decides: I am not interested in modifying the SQL.

7) User clicks [Finish] without modifing the SQL.

At that point the user is unaware that they just created an "advanced" report and no longer can see or edit Selection criteria or data columns.

Proposed solution:
The default title of the dialog should be "Create Simple Report".  Once [Advanced Query] is clicked, title of the dialog should change to "Create Advanced Report" or "Advanced Query Mode" or something to that effect. It should be clear that the user has "switched modes". This way, the user who wanted a "simple" report in the first place, will click the [Simple] button to leave Advanced mode and return to their intended report style.

Jim Griffiths

Automation Architect - ACI Worldwide.com

0 Replies
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