Improvements to Custom report v2.1

nickaddy commented 2 months ago

Background

The custom report has now been in use for at least a year and has been included on the Roadmap to review and improve. We plan to do this in several iterations of which this is the first. The main focus of this ticket is to improve the user experience. Currently, when creating a custom report, users have to add their chosen fields one at a time and wait for the data for that field to be populated before adding the next field. Instead, we would like Admins to be be able to add all of their chosen fields up front and then generate the report before downloading. This is one of several improvements detailed in this ticket.

User Story

As an Admin, I would like to be able to add selected fields to a custom report before generating data so that the process is more time-efficient.

Benefit(s) to user (if not already clear from User story)

User does not have to spend time waiting between adding fields: they can select all fields, click generate and conduct other tasks whilst waiting for the report to be generated.

Feature(s) Description

[x] Remove 'this report is experimental' text
[x] Add new text at the top of the page: 'Choose the fields you wish to include in your custom report from the dropdown below and then click generate to produce your report on screen. Only candidates with the status 'Applied' will be included in the report. Download the report when you are satisfied with the content.'
[x] Enable users to select their chosen fields first, then click a button to produce the report onscreen
[x] Include as default (already selected) fields: Candidate reference number, Full name, Application status
[x] Remove/hide the Save report button
[x] Add a Generate report button to the left of the Download report button - when clicked this generates an onscreen report based on the fields selected
[x] Set the report to include records with the Applied status ONLY
[x] Remove the Application status and Stage filters from the screen
[x] Users should still be able to reorder columns as in the existing report

Acceptance Criteria

It's done when:

[ ] the text has been updated as described
[ ] users can select desired fields before clicking generate to produce the report on screen
[ ] the 3 specified fields are included by default
[ ] a generate button is added, when clicked it produces the report on screen
[ ] the save report button no longer appears
[ ] only candidates with Applied status are included in the report
[ ] stage and status filters no longer appear on screen

Definition of Done

[ ] User stories/acceptance criteria met
[ ] Internal reviews passed (feedback actioned)
[ ] User testing passed
[ ] Relevant technical documentation updated
[ ] User guidance updated
[ ] Deployed and merged without errors

User Testing Steps

Specify for users what is being tested (but not how to test it.)

Feature Champion

Nick

NormaJAC commented 3 weeks ago

@nickaddy The 'Save report' button allows users to create a commonly used set of fields and then apply it to a selected exercise. I have created a ticket to fix the broken functionality.
https://app.zenhub.com/workspaces/platform-development-5ea838cd2aec471eb6d14139/issues/gh/jac-uk/admin/2591

nickaddy commented 1 week ago

Hey team! Please add your planning poker estimate with Zenhub @drieJAC @HalcyonJAC @tomlovesgithub @warrensearle

jac-uk / admin