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Add button "duplicate report" to Email Reports #17794

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ziegenberg opened this issue Jul 19, 2021 · 7 comments
Open

Add button "duplicate report" to Email Reports #17794

ziegenberg opened this issue Jul 19, 2021 · 7 comments
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c: Usability For issues that let users achieve a defined goal more effectively or efficiently. Enhancement For new feature suggestions that enhance Matomo's capabilities or add a new report, new API etc.

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@ziegenberg
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When creating a similar email report to an already existing one in Matomo, it would be a nice usability enhancement if you could just duplicate a report and modify it slightly afterwards.

Summary

When creating and scheduling many reports or re-creating an existing report with slightly altered details, it is cumbersome and error-prone to have the old report open in one browser tab and create the new report in a second tab. Duplicating existing reports and going from there to alter them slightly would be a greater usability enhancement.

This is a mockup of a possible UI for this feature. There needs to be a better icon; I just select one that somewhat fits.

Screenshot from 2021-07-19 17-22-26

Your Environment

  • Matomo Version: 4.3.1
  • PHP Version: 8.0.8
  • Server Operating System: CentOS 8.3
  • Additionally installed plugins:
@ziegenberg ziegenberg added the Enhancement For new feature suggestions that enhance Matomo's capabilities or add a new report, new API etc. label Jul 19, 2021
@Findus23 Findus23 added the c: Usability For issues that let users achieve a defined goal more effectively or efficiently. label Jul 19, 2021
@tsteur
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tsteur commented Jul 19, 2021

Thanks for creating this feature request @ziegenberg 👍 thought we already have an issue for this but couldn't find a duplicate.

@ziegenberg
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ziegenberg commented Jul 19, 2021

Ich was looking for an duplicate, but didn't find any either.

It might be helpful to tag issues with their corresponding plugin name? Or a component name? Would make searching for them much easier.

@tsteur
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tsteur commented Jul 19, 2021

Good suggestion @ziegenberg 👍 was thinking the same a few times.

@ziegenberg
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Looking at your 1,8k open issues, it seems like it might be a project on its own for an initial triage. But I'm sure, it will pay off in the long run

@atom-box
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Requested again this week:

Question: What is the one thing you’d like to see improved in Matomo and why?
Answer:
copy e-mail report settings to other projects

@sgiehl
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sgiehl commented Jan 17, 2022

The duplicate could actually be implemented quite quickly. Instead of duplicate, I would suggest to add a button like Edit as New. This would then open the form to add a new report, but prefilled with the original reports values. This would make it quite easy to build reports based on others.

Note: Copying reports to other sites is a bit more tricky. As each site has different reports available (like other goals, ecommerce or custom dimensions). It could be possible that a selected report wouldn't be available, and the scheduled report could break. So simply adding a site selector won't be enough, as we would need to dynamically reload the list of reports. This would for sure be possible, but would be a bit more work to do.

@atom-box
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A user asked for this feature again today:

I wish to create a standard report which can be reused by different clients

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Labels
c: Usability For issues that let users achieve a defined goal more effectively or efficiently. Enhancement For new feature suggestions that enhance Matomo's capabilities or add a new report, new API etc.
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6 participants