New UX updates for Marketing Reports
Written by Jon Henshaw and published
If you login to the Marketing Platform right now and go to the Reporting section, things are going to look slightly different. First, we’ve renamed the Report Builder to WYSIWYG Reports. Second, if you became a customer within the last couple of years, you will now see our previous reporting tool called the Report Wizard.
Your first question is most likely, “Why?” Well, I’ll tell you why.
- The new Report Builder was meant to replace the older Report Wizard with a WYSIWYG interface and a focus on responsive HTML reports. It turned out that many of our customers and their clients preferred the original PDF-only reports. However, please keep in mind that the WYSIWYG Reports also supports PDFs, but they can only be made via the responsive HTML report or by emailing the report to a client.
- We never removed the Report Wizard for customers that were using it before the launch of the new Report Builder. Those customers continue to use both reporting tools based on their client’s preferences.
- We’ve had many people that used to use Raven sign back up and request access to the original Report Wizard.
- We renamed the Report Builder to WYSIWYG Reports because that represents the biggest difference between the two different reporting tools.
We plan to provide both reporting tools indefinitely until we can gracefully combine the best of both reporting tools into one single tool.
UX updates to
Report Builder WYSIWYG Reports
We’ve had some longstanding and overdue UX updates for the WYSIWYG Reports that I’m excited to finally release. A lot of the work was focused on date range management, scheduled reports and importing reports. I’m going to highlight all of the changes.
One Time / Scheduled Report Toggle
The Report Settings have been updated to only display the relevant options for either a One Time or Scheduled report.
Semi-Permanent Date Ranges for Published and Generated Reports
Before this update, if you used relative date ranges for a published or generated (Scheduled) report, viewing and editing the report at a later time would reset the date ranges to the current date range. If you didn’t want to make any changes to the report and just wanted to see what was sent, this could be incredibly frustrating.
The date ranges for these reports and their sections are now semi-permanent. By semi, I mean they are saved as non-relative dates and will remain the same as when the report was published or generated until you manually change it.
Only Display Relevant Buttons
It used to be difficult to distinguish between a One Time report and a Scheduled one, because all of the same buttons and their settings would be displayed regardless of whether or not they were relevant to the report type. We updated the tool to only display relevant options. For example, if you are viewing a One Time report, you will see these buttons.
However, if you’re viewing a Scheduled report, you will see this button instead.
And since you can convert a One Time report to a Scheduled report (and vice-versa), it’s now possible to Unpublish that One Time report that was converted to a Scheduled report, after the fact.
We made several changes to how you import reports into another report. The first change was that we renamed the Import Templates button to Import Report. Since we technically don’t have templates, and the action was to actually copy the structure of the report to a new report, we felt this change was necessary.
The second change we made affects when the Import Report button is available. It used to always be available, but that occasionally created confusion and also some technical problems when people would import multiple reports into one report. Therefore, we now only display the Import Report button when a new report is created or the current report is blank (doesn’t have any sections or widgets). That also means that it can only be used once. For example, when you create a new blank report and import a report, the button will disappear after it finishes the import process.
The third change we made is probably the most significant. Now when you import a report, we have you specify the Report Title, Report Type and Date Range before you can import it. This is the part of the update that really streamlines the report importing process.
We are going to continue to focus on making our reporting tools more stable and easier to use. We’re going to also resume work on Facebook Ads reporting. All of these updates are possible thanks to the amazing feedback from our customers. You help make us better for you 🙂