by Sooria J
“Favorites” is my favorite feature in Business Analyst Online. During multiple rounds of our usability testing and numerous customer interviews we discovered that our users on most occasions run the same kind of reports for a majority of their projects. This led me to my drawing board and tried to solve this specific need. After multiple discussions and iterations we arrived at a concept called “Favorite Reports”. Let me walk you through this need and our proposed solution.
Hypothetical scenario, say you always run a select few reports for all the sites in your analysis. For example your report package always contain Market Profile, Demographic and Income Profile reports in Excel and Site Map and Traffic Count Map as PDF reports to show to your clients. How would you go about setting this up so that you don’t have spend time in selecting reports you need in your package? How would Business Analyst Online help in getting your job done faster? Let’s see how we can solve this scenario.
After creating the sites go to the “Get Reports” tab, sort the reports by “Popularity”. The reports table will sort itself by Popularity. The favorite association is for the report and its type, so make sure to select “Excel” for Market Profile and Demographic and Income profile reports. Now click on the icons under the last column called “Favorites” for the required reports. On clicking the “favorites”icon will change to green color indicating that the report is added as your favorite. That’s it, as simple as that. Now you have added your favorite reports and the button “Run Favorites” button would be enabled.
Click on the “Run Favorites” button and this will directly start your order processing. This information will be stored under your profile and from next time you just have to create sites and get to Get Reports tab and click on the “Run Favorites” button to start running your order. No report selection, no format selection nothing.. Cool, eh!
You do have options to manage your Favorite reports. Click on the settings icon in the “Favorites”column, this will bring up the “Favorites” tab under Preferences. Here you can change the order in which the reports appear in your all in one report by dragging and dropping or by using the arrow keys, also delete a report you no more need as your favorite and can add more favorite reports. You can add up to a maximum of 20 reports as your favorite reports.
Hope this helps.. Let us know your thoughts on this feature..
Later
- SJ
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About SJ92373
Sooria Jeyaraman is the Sr. User Experience Architect for Business Analyst Online. As the lead architect behind design and user experience he is responsible for User Research, User Interface Design and Usability Testing for BAO.
