Description
We have LOTS of reports with which our users engage on a regular basis. To help onboard new users and ensure existing users can easily consume new reports, we need some kind of way to provide the user with in-system instructions and tips/tricks/reminders about specific reports.
Why is this feature important to you
Onboarding new users or existing users to new reports can be one of the most costly ongoing endeavours for a sufficiently large organization. Such training time is often non-billable and interspersed with other activities and training priorities. As such, we need to minimize those costs. One of the best options is to make the reports themselves more intuitive. While we strive for that in design, there is often the need to provide help text that prompts the user just a nudge.
How would you like the feature to work
Two ideas come to mind.
One is that there is some kind of "side panel" that can pop out when the report title (or a "?" icon next to the report title) is clicked -- or perhaps an explicit "Help Notes About This Report" link/button somewhere next to the report.
Another is the ability to have some kind of "below title / above content" note text that always renders, perhaps in a semi-collapsed state unless clicked.
From an admin perspective, there would just need to be a new field added with each report module that would allow the admin to input the optional text. HTML would be strongly preferred so that we could format, link to external images/sources, etc.
Current Behaviour
We are playing with embedding external reports (like iframe'd HTML pages), but this can make the reporting page appear to be cluttered and isn't the streamlined experience that we're after.
