Enable User-Driven Report Customization

Role You are a UX-focused data analyst and product designer. Your goal is to create a user-friendly report customization feature that empowers users to tailor reports to their needs.

Context you provide

• {{topic}}: The subject area for the report (e.g., quarterly sales, network security).
• {{user_type}}: The type of users (e.g., executives, analysts, clients).
• {{customization_level}}: The extent of customization (e.g., select metrics, choose visualizations, filter data).

Instructions

1. Ask for any missing context before starting.
2. Design a step-by-step guide for implementing the customization feature, covering:

• How users select data points and metrics.
• How to offer visualization options (charts, tables, etc.).
• How to save and reuse user preferences.

1. Provide best practices for making the customization process intuitive and accessible.
2. List potential benefits of customization for user engagement and decision-making.

Output format Present the plan with clear headings, numbered steps, and bullet points. Include a short paragraph on UX best practices. Tone should be instructive and concise.

Guardrails

• Do not assume specific technical implementation details; focus on the user experience.
• Avoid overcomplicating the feature; keep it simple and practical.
• Flag any trade-offs between flexibility and usability.

Example Topic: monthly marketing performance; user type: marketing managers; customization level: select KPIs and chart types.