Enhancement

For more sensitive data sets that are being delivered via reports it would be good to have an option to send them to an SFTP endpoint or be able to encrypt the emailed reports at minimum for compliance purposes

Users would like to see dataset descriptions on the Datasets screen (possibly as a separate column or a tooltip). Currently, they're using the "Name" for both the title and description.

Currently, a lot of the language (in labels, helper text, tooltips, etc.) used in the application is data-domain and developer specific. This language can make it harder for non-technical users to navigate and understand, which hinders their workf...

In the dashboard email report modal, schedule dropdown fields are pre-populated with menu options. Remove this and replace with placeholder text.

Use of unintuitive icons as buttons is causing discoverability issues for users (e.g. pencil icon for adding filters, calendar icon for creating an email report). Where space allows, replace icon buttons with text buttons for clarity. Where space ...

Users want to be able to share quick ad-hoc data visualizations created from SQL queries. Currently, the paths to do so are: Share a saved query, which the other user must rerun and use to create the visualization. Create the visualization and sha...

Current "create" buttons in CRUD views are small and not immediately discoverable by users. Consider enlarging or moving to the top left next to the screen title.

Currently, Preset's information architecture is entity-drive (charts, dashboards, databases, queries, etc.), with one exception – SQL Lab. SQL functionality is a tool to help users create these entities, but may not make sense as its own sect...

For some users, the conceptual line between an individual chart and a dashboard is thin. Currently, the information architecture supports a very segmented organization and navigation between dashboards and charts, forcing users to go back and fort...

Users are experiencing confusion when connecting non-database data sources (Google sheets and CSVs). Problems1. Connecting a Google Sheet is located in the "Connect database" option. Users do not think of Google Sheets as a database and do not go ...