Challenge Summary
Welcome to Smartsheet - Report Builder Wizard UX Design Concepts Contest. Smartsheet is an online project management tool and "Report Builder" is a part of this tool. In this contest, we are focusing on improving the user experience of the Smartsheet Report Builder Wizard.
About the Client:
Smartsheet is an intuitive online project management tool enabling teams to increase productivity using cloud, collaboration, & mobile technologies.
Round 1
You Initial Designs for review.
Notes.jpg: Any comments about your design for the Client
NUMBER YOUR SCREENS (01, 02, 03 etc.) - it’s easier to review with the client.
Round 2
Final Designs (with all required feedback implemented) for review.
Notes.jpg: Any comments about your design for the Client
NUMBER YOUR SCREENS (01, 02, 03 etc.) - it’s easier to review with the client.
The goal of this design concepts contest is to review and improve the user experience within the Smartsheet Report Builder Wizard. This Report Builder Wizard is a part of the Smartsheet tool – please review project details to understand the requirements of this contest.
Design Problem:
- Current "Report Builder Wizard" doesn’t have an intuitive user experience
- All steps required to create a new report is shown collectively in a single modal window with most actions shown as pop-ups over the modal window (please see existing Report Builder Wizard to get a feel of it).
- We want to improve the user experience of this Wizard - how can the content and clicks flow better?
Existing Report Builder Wizard:
- Currently, the user experience is not as intuitive as we would like.
- To view the Smartsheet Report Builder Wizard, please register with Smartsheet to get a feel of the Report Builder Wizard flow.
- Report Builder wizard can be seen by select New -> Reports -> Enter a Name for the Report -> Report Builder Wizard
- You can also learn more about the Reporting and the wizard with this video: https://www.youtube.com/watch?v=M9Cs8O4TPC8#t=0
(In the video, the process of how to reach and used the Report Builder Wizard is shown from second 0:35 to 3:19)
Report Builder Wizard
- We are looking for your help in suggesting a refined & Intuitive User Experience for the Report Builder Wizard.
- These are the steps required for setting up a new report, go through the existing Smartsheet report builder wizard to get an idea on how it works
- Review the flow of information and how to create a report - how can this be improved?
- We would like you to think on how we should display the below steps within the report builder wizard,
Select Sheets (Where):
- This is an important step in the report builder wizard.
- Users should be allowed to select the sheets based on which the report will be built - looking for your ideas on how to show this step.
- Currently, users are allowed to select the sheets in modal window and also it allows a user to exclude any sheets - we would like to simplify this step, please come up with concepts on how to make this simple.
- Users should have options to add/remove a sheet.
Select Columns:
- This step allows the user to select the columns to be shown in the report.
- Based on the sheets that was selected in the previous step, all columns in the selected sheets will be available for selection, so that users choose the desired columns to be displayed in the report.
- Users will also be able to see some system columns like Created By, Created, Modified, Modified By - should these be shown along with other sheet columns?
Define Criteria (What):
- This is the step that allows users to define the criteria.
- Currently, users can select a column and then define the criteria for that column, based on the criteria defined only the rows which meets the conditions are displayed in the report.
- Make sure to capture all details from the existing report builder wizard as shown in this Step 1 and Step 2 of the pop-up's.
- We are looking for your ideas where a user can define the criteria with ease.
- Users should also have options to remove a criteria.
Date Range (When):
- Users should be able to specify the date range for which the report needs to be shown.
- Currently, the existing report builder allows users to specify a date range based on the system columns
- Make sure to capture all details from the existing report builder wizard as shown in this Step 1 and Step 2 of the pop-up's.
- Users should also have options to remove a date range.
User (Who):
- This is basically a inclusion of custom or system columns which has user names.
- Here a user is allowed to select a column in step 1 and then define a criteria in step 2.
- Can these be shown along with the "Define Criteria" step - as even here a user is allowed to select a column and then define a criteria?
Sorting:
- Bascially, this step allows the user to sort the report by specific column - when the report is run.
- In the existing report, we do an options to sort - please fo through it to see how they allow the users to specify sorting - feel free to impove this in the report builder wizard
Grouping:
- We should allow users to group the report by a particular column, so the rows in the report get grouped based on the selected column.
Finally, the users hits the “Run” button to generate report based on the above settings.
Note: Above steps, shouldn't be shown like the existing report builder wizard - be creative and think on how to create a better and intuitive user experience.
Branding Guidelines
- Please follow the colors used in the existing Smartsheet application and Report Builder.
- You may use a Smartsheet logo in your work.
Target User
- All Clients who use Smartsheet
Judging Criteria
- How well you plan out and suggest new design concepts around the user experience of the Reports Builder Wizard
- Cleanliness of your overall presentation and graphic design
Submission & Source Files
Preview Image
Please create your preview image as one (1) 1024x1024px JPG or PNG file in RGB color mode at 72dpi and place a screenshot of your submission within it.
Submission File
Submit JPG/PNG for your submission files.
Source Files
All original source files of the submitted design. Files should be created in Adobe Photoshop and saved as layered PSD file.
Final Fixes
As part of the final fixes phase you may be asked to modify your graphics (sizes or colors) or modify overall colors. We may ask you to update your design or graphics based on other winning placements.
Please read the challenge specification carefully and watch the forums for any questions or feedback concerning this challenge. It is important that you monitor any updates provided by the client or Studio Admins in the forums. Please post any questions you might have for the client in the forums.