Q. Different users in the organization have different preferences for how they view their reports and data. Some prefer a more visual home screen with graphs and charts, while others prefer text-based summaries or tables.
How would you provide a personalized home screen experience for users, allowing them to tailor the layout and content to match their preferences?
Ans: In SAC, it is possible to provide personalized home screen experience which aligns with different preferences of the users. It can be done through the combination of certain features and configuration.
Here are the steps we can take:
– We can create personalized pages using the stories. Different stories can have different visualizations such as charts, graphs, tables, etc and users can select the most suitable story from them, which matches their preference.
– Users can be given the flexibility to customize or modify the layout of these stories by adding or deleting the widgets.
– We can use tiles and widgets for creating visual elements on the home page that users can use for interaction.
– We can also let users drag and drop the widgets around the home screen so that they can arrange them according to their preferences.
– Let users define personalized filters that can adjust the data that is being displayed on their reports.
– Customized views can be created for different roles which involves filtering the content and summarization of the data based on their needs.
– Users should also be given the option to toggle different view types or can use the option of multiple pages within a single story where one page might be more text heavy and another can be more focused on charts and graphs.
– Role-based access controls can be provided to users to make sure the right user can see the right data or reports as per their access level.
– Users can also get an option to set up scheduled reports which help them receive the notifications through email at a specific period. The type of format for receiving the email report can also be chosen by the users.
– Users can bookmark their personal views within SAC
The above steps can be taken so that users can have personalized home screen experience as per their unique needs. This will enhance productivity and decision making.
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