Usability of Ad Hoc Reporting

  • For drag and drop make the two lines a plus sign to add them with one click to the report (they automatically go to the end of the report)

  • Make an X or - to remove them from the report (instead of the two lines and dragging to remove)

  • Remove the left/right scrolling - make the view area a list like when you pop up the modal to show/hide columns

  • Reverse the plain eye icon with the crossed out eye icon from the modal - the way they exist currently is backwards from what makes sense

  • add ability to move more than one column at a time

  • have an info button somewhere so you can see the api key of a field

  • Rename ID fields - ID (Applications/Nominations) is not easily found unless you know to search for just ID. People know it by Application ID or Nomination ID

  • Ability to categorize by form OR category for the categories on the left to choose from

  • Put "commonly used" fields at the top for each configuration type - I'll add more detail in the comments - similar concept to templates

  • Sarah Anderson
  • Aug 31 2023
  • Reviewed: Voting Open
Client Name All
Employee Name Sarah Anderson
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  • Sarah Anderson commented
    August 31, 2023 23:27

    Application Configuration: Application ID, Organization Name, Applicant Name, Program Name, Application Status, Workflow level name

    Payment Configuration: Payment ID, Organization Name, Applicant Name, Program Name, Client/YC Processed, Payment Amount, Payment Status