Product requirements document
Product or feature: Saved reports
Owner: Hana Kobayashi, Product manager
Status: Draft for review
Last updated: 10 June 2030
1. Problem
Customers rebuild the same report every week. Support gets 40 requests a month asking how to save one.
2. Who it is for
Team leads who run weekly reports. Admins who share reports with their team.
3. Goals
Cut the time to produce a weekly report from 15 minutes to 2
Reduce support questions about reports by half
4. What this will not do
No scheduled email delivery in this version
No changes to the export format
5. Requirements
| Priority | Requirement |
|---|---|
| Must | A user can save the current filters as a named report |
| Must | A saved report can be opened in one click |
| Should | A report can be shared with a team |
| Could | A report can be duplicated |
6. Main user flow
The user sets filters, selects Save, names the report and confirms. The report appears in a list on the reports page.
7. Design and content notes
Designs are in the shared design folder, page 4. Use the existing list style.
8. Success measures
Time to a weekly report under 3 minutes for 70 percent of users within 60 days. Support questions on reports down by 50 percent.
9. Risks and open questions
Large reports may be slow to open. We need to decide how many saved reports one user may keep.
10. Dependencies
Data team to confirm filter names. Legal to review sharing between teams.
11. Launch plan
Beta with 20 customers in July, everyone in September