Hello! I’ve recently started working in the new version of the Snapshot builder and I had some feedback. While the new release is definitely and improvement on the older version, there are some things that I’ve noticed which could still stand to be improved…
- Copying or deleting a slide from the deck sometimes causes my entire window to shift down the slides. Example: when deleting slide 14 from my deck, the builder loads for a time and then flashes, and I’m suddenly looking at slide 34. This doesn’t seem consistent but it is frequent.
- Resizing text boxes with reports included is behaving inconsistently. Sometimes, I’m able to freely resize the box; however, like the above behavior, often enough I can only make the box smaller and not re-expand it. This is super painful when it happens because my only option is to delete the box and start over.
- Resizing columns in embedded reports. This is consistent, and very awkward. Resizing one column impacts all of the columns around it, which generally causes the ends to overrun the border of the report - not desirable behavior. Trying to get the column sizes to take up exactly as much space as is available in the report box is also a real pain.
- The actual size of the embedded report box in the Snapshot Builder doesn’t appear to be honored on the export - I’m seeing exports where my builder shows an edge-to-edge report box but the final export has 3/4’’ margins on either side.
- Overflow reports (“Extend Report Rows” box checked) do not conform to the original size or position on-slide of the parent report. This causes the table to bounce around between slides a lot.
- No fancy formatting - I can’t use Mass Edit style reports with the Snapshot Builder, so my best option for health score reporting is plaintext names for the associated score colors. It would be way more attractive if I could produce the equivalent of a Mass Edit scorecard report, using an embedded report in the Snapshot builder.
- I cannot add new, blank slides in the builder. This one is pretty simple but it means I have to keep a blank slide available in every template for copying in order to add new slides. Would be fantastic to have that ability built in.
I do appreciate being able to draw my own text boxes to size, and have multiple widgets on the same slide with relative ease now - that was very painful in the old builder. Hopefully you aim to continue iterating on this and make it a friendlier and more polished experience, because the core idea is very good. Users are excited about the concept of a Success Snapshot and spend a considerable amount of time hand-building decks for clients. The issue I continuously encounter is that nothing I can give them from the Snapshot builder comes close the polish they can accomplish building by hand.
Thanks for putting in the work on this@TMaier ! +100
Coming back in with a fresh round of feedback after playing with this again today.
Sorry one more…
We also have a background text box color. What we did was insert a text box with the background color we wanted in the PPT template uploaded but trying to then add another text box for the actual text over the color was very glitchy. You pretty much have to get the size of the box, text formatting, and entered all in one go because if you click out of the text box there is no way to click back in and make edits. This required me to start over many times on our 1 slide PPT template. In hindsight we probably could have removed the color but then the slide doesn’t look as nice.
Adding to this list after going through some trial and error on my first template:
Snapping. If we could get snapping behavior when placing new elements on a slide, that would be dreamy.
Here to add on to the pile with my own experiences :)
One thing I’ve noticed for deleting boxes is that they DO get deleted, but you have to switch to another slide and back for it to properly reflect the changes. You do have to make sure you’re using the “delete object” trashcan icon on the left vs the “delete contents” identical trashcan icon which appears on the right when you have your focus cursor inside an existing object.
Just to be clear I am speaking about the completely fresh text boxes that you add using the button at the top, not the ones that you get when clicking on an existing element from the original PowerPoint template.
One more: if you add a Textbox in the Success Snapshot Builder, it is displayed on top but for selection purposes is always at the bottom compared to other PPT elements. You cannot bring it to top and if there was any PPT element in that same location it will always take selection priority over the Textbox.
Honestly I am puzzled how the “2.0” has passed QA .