Juicebox is for creating beautiful, repeatable reporting for your customers or colleagues. Getting there -- particularly if you are serving hundreds or thousands of end-users -- requires a deliberate process. We've worked with hundreds of companies to design reporting.
Here's an overview of the process we recommend:
Step 1: Purpose
When you first start making a report, you'll want to clarify a few things about the report you want to create. It starts with questions about your audience, for example:
Who is your audience?
What role do they play in their organization?
What are their priorities?
What decisions are they empowered to make?
What actions do you want them to take with the data?
Step 2: Prototyping
Juicebox is great for quickly putting together interactive reports. Making a prototype takes nothing more than your idea and a data file:
Select the '+Create New' button at the top of the page.
Choose from a pre-designed template or start blank. You'll be asked to make few simple choices about the report name, colors, and fonts. These items can be changed later, so don't worry about getting it perfect at this stage.
Load up your data table as a CSV or Excel file. Juicebox will turn the table into a data source that can be used for visualizations.
Start adding new slices in the Editing panel. Each of these slices is a step in the flow of your report.
Add titles or descriptions to the slices to explain to your users the content they are seeing.
Even if you don't have all the right data available yet, you can use the placeholder charts to show what you want to create with this report. Once you've got a good start on the structure, you'll want to start gathering feedback.
Step 3: Feedback and Refinements
Before you get into report production, we've found it valuable to talk with a few of your users about the report. You want to understand whether the design is supporting the direction you set out in Step 1.
If you are using sample data, you might want to publish your report as "Public" which won't require your friendly testers to create an account. You can simply send them a link and they will be able to access and interact with the report.
Here are a few questions you might ask in your user testing:
Were you clear on what was being shown in the charts?
Given this report, how might it influence your decision-making?
Is there any information missing? Is there anything in the report that we could leave out?
You can quickly revise the report, and send the update to your testers to see if you've heard their input.
Step 4: Producing Reports at Small Scale
At this point, you should be fairly confident that your report design is going to serve the needs of your audience. Now you want to make the production process as pain-free and efficient as possible. We have capabilities that make it quick and easy to update and share reports:
Duplicate. The duplicate option lets you create another version of any report that you have built. You will be given the chance to rename the new report. The new report will start with the same data sources as the original.
Replace data. Often if you are creating reports that change over time or for different customers, you'll want to swap out the data source. To do that, simply choose the 'Replace Data' button and select your updated CSV or Excel file.
Share with Viewers. The share button at the top of your report will give you the ability to provide access to the people you want to view your report. You can either send them a link through Juicebox or copy the sharing link to send it to them on your own.
Step 5: Generating Reports at Large Scale
If you are updating a report monthly and/or sharing separate reports with less than 20 people, the features above may provide all the convenience you need. However, some people need to share reports with hundreds or thousands of users. And there are many situations where you might want the data to be automatically updated, even in real-time.
We can help in these "high volume" reporting situations. There are two primary capabilities that are part of our platform:
Database connections. We can set up a direct database connection for your Juicebox workspace. Simply contact our friendly customer success team via email (help@myjuicebox.io) or with the chat button in the lower right part of your screen.
Data-driven user permissions. Let's say you have 100 customers who need access to a report, but each customer needs to see only their own data. We can help you set up user accounts that automatically filter based on the data for each customer. Once again, contact our customer success team (help@myjuicebox.io) to get started.