Practice Report | Show Users w/o Saved Views
Felix McDonald
Problem Statement
- When admins or account managers run an XBert Intelligence Practice report, there is no visibility into which users have not set up Saved Views.
- This limits the usefulness of the report for identifying adoption gaps and prevents proactive, personalised follow-up.
- As a result, admins and account managers must rely on assumptions or manual outreach during account reviews.
Proposed Solution
- Enhance the XBert Intelligence Practice report to clearly surface which users do not have any Saved Views configured.
- Present this as a visible indicator, filter, or column within the report for easy identification and action.
Expected Outcomes
- Admins and account managers can quickly identify users who have not adopted Saved Views.
- Account reviews become more data-driven and actionable.
- Targeted outreach improves Saved View adoption and overall platform usage.
Success Metrics
- Increased Saved View adoption following account reviews.
- Reduced manual investigation outside the report.
- Improved satisfaction from admins and account managers using the Intelligence Practice report.