RELATED IDEAS
Make viewing data in Aha! much easier and quicker, in less than 2 clicks
Users are really struggling with reports and roadmaps. They want to be able to find what they are looking for with just a couple of clicks and are overwhelmed with all the options presented to them under Roadmaps - as they have no idea what a pivot report is, let alone most of the others. Furthermore, it is almost impossible to find the company standard roadmaps/reports. People have to go to Roadmaps > Overview, drill down in folders, etc. So many clicks and so much confusion with any of those paths. We really need a way to make it easier for everyone to consume the awesome data that is available within Aha!
A way I can envision it working, but hopefully this also explains the need:
Have a one-click way to access a list of the most popular report/roadmap views. The CS team at Aha! has a good feel for what those are. When selecting the list, have 'picture' icons of samples so that they can easily see the resulting output before selecting.
Have a way for Admins to add their company standards reports/roadmaps/presentations in one place that is easily accessible.
Then re-organize the main Roadmaps drop-down to have just 3 selections 'Most popular views' , a customizable 'Company standards,' and 'Share' (for presentations and dashboards). People get so confused with the myriad of options that exist there today as they don't know the difference between all of the types. The reporting wizard asks them that later anyhow.
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Agree. I know we can set default views. I know we can use favorites. But in my org, everyone except the power users is utterly confused. It feels "random" what view displays when you click Roadmaps List, or Pivot, or whatever in any given workspace. Is it the default view? Is it the last view I was working on? (And that's assuming the user KNOWS the difference between a pivot, list, hierarchy, etc. which was pointed out, many consumers of Aha information do not.) Like Nick, I direct people to Roadmaps -> Overview because at least that shows everything. It seems like reporting needs a complete redesign or else clearer best practices if the average Aha user is missing the design intent of the UI here. And when using Aha robustly, beyond product management (for company-wide strategy, as a light project management tool, etc.) the "Roadmaps" label is a poor choice. (I realize we can rename it, but we try to avoid renaming core capabilities because we want our users to be able to self-serve Aha's help resources.)
If I can make a specific, simple improvement suggestion -- at least add expand/collapse to the folder list on the left hand to make it a tree instead of a list. And have it sticky to show the last parent expanded, much like the workspace dropdown does. At least that way, we can organize our reports into folders and our users can see the tree from Reports -> Overview without clicking three times to get through our folder hierarchy.
I agree that finding reports needs to be easier. Roadmaps --> Overview does not seem like an intuitive place to look for a report.
I have limited what is in the Roadmaps dropdown to prevent confusion for our users.
I like the idea of being able to promote a couple of Folders or Reports right into the Roadmaps dropdown.