Issue Faced: Currently, when using Pro Report to dispatch manual reports for significant updates to a client's website, the platform retains the last selection of sites without clearly displaying which sites, clients, or tags are currently selected for the next report dispatch. This setup introduces a significant risk of mistakenly sending reports to the wrong clients, especially when managing a large portfolio of sites where the extensive list exacerbates the challenge of verifying selected sites.Suggested Enhancements:Clear Display of Selected Sites/Clients/Tags Before Report Dispatch: Implement a feature where the currently selected sites, clients, or tags are prominently displayed in a summary format before the final dispatch of any report. This summary should be in a location that naturally draws the user's attention as part of the report dispatch workflow.Confirmation Prompt with Detailed Selections: Introduce a confirmation step that requires users to review and approve the selected sites, clients, or tags before the report is sent out. This prompt could highlight the number of selections and potentially list them (or offer a way to review the list) before proceeding.Site Selection Reset Option: Provide an option to automatically clear selections after a report has been dispatched or when the Pro Report tool is closed. Alternatively, offer users the option to enable this feature based on their preference, accommodating different workflows.Enhanced Usability for Large Site Lists: For users managing a large number of sites, improve the site selection interface to make it more manageable. This could include better filtering options, search functionality, and the ability to create and select predefined groups of sites.Rationale: These enhancements aim to significantly reduce the risk of human error in the report dispatch process, improving operational safety and client satisfaction. By making the selected targets for report dispatch more visible and introducing additional checkpoints, users can operate with greater confidence and efficiency.
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In Review
Extension Improvements
Extension Enhancement
About 1 year ago

Imported from Legacy Board
Get notified by email when there are changes.
In Review
Extension Improvements
Extension Enhancement
About 1 year ago

Imported from Legacy Board
Get notified by email when there are changes.