Classic QA Reports Migration Guide
What's happening?
When do we migrate?
Why are the old reports being closed?
How do I migrate my reports?
What are the advantages of Dashboard reports?
Some of our users cannot be moved automatically?
Is this new Dashboard report different than the Classic QA Report?
Can I start with a clean slate?
Considerations
What's happening?
We are discontinuing our old Classic QA reports.
The old reports that are being closed appear as shown in the image below.
If you wish to continue to receive the new reports you do not need to do anything as we will automatically migrate all the reports to our new experience dashboard.
During this migration period the new reports are available alongside your old reports so you can try them out and e.g. test them with a sample of users.
When all set, if that happens before the 2 month period, you can move over yourself.
If you instead want to use your already configured dashboard reports you can also delete the current ones.
Whatever you do you will get a new default dashboard you can use when adding new users.
Dashboard Reports is our cross-product reporting tool. Most customers have already started to use the new Dashboard reports. For information on Dashboard reports, see “Configuring Siteimprove Dashboards and Dashboard reports.”
When do we migrate you?
You (Account owners and Administrators) will be notified by email when it's time to migrate. The deadline and information on migration will be sent to you in three emails from Siteimprove during 2023.
- The first migration email will be sent two months before the migration deadline
- A second reminder will be sent one month before the deadline
- A final reminder will be sent one week before the deadline
Note: If no action has been taken by you on the date of migration you will simply just be put over on the new reports. You can of course always afterwards unsubscribe from these emails if you do not want them.
Your deadline will be shown in the platform and within email notifications sent to Account Owners and Administrators.
When migration is possible for your account, you will see a notification within the platform dashboard on the old report’s module pages.
You will also find the migration options under
Dashboard > Reports > Manage Scheduled Reports > then select “Reports to migrate”
If you do not see the options, then migration is currently not possible on your account.
Why are the old reports being closed?
We believe that our cross-product Dashboard reporting solution is more aligned with customer’s needs. It provides one reporting solution for the entire platform.
Rather than investing in maintaining the old reports, we will instead invest in the Dashboard reports that will enable you to get even more value out of our product.
No more confusion. Just reporting module.
How do I review the changes and get started already today?
Existing reports and their schedules can easily be migrated to dashboard reports.
Alternatively, you have the option to delete them if they are no longer needed.
By migrating, old reports are enhanced with new widgets and functionalities supported in the Dashboard Reports.
As report recipients will notice a difference in how their reports look, we recommend that you reach out to recipients and explain that this change is due to the migration to Dashboard reports.
Siteimprove Administrators & Account owners can migrate the old reports as follows:
- Go to Dashboard > Reports > Manage Scheduled Reports
- Then click on the tab, “Reports to migrate”
- Here you can see and review your report templates, modules, and schedules
- You have the option to either “Migrate all” schedules for each module or expand the schedules and migrate individual report schedules.
- You can also delete report schedules using “Delete all” to delete all schedules for a module or “Delete” to delete individual report schedules.
- When you migrate, we will convert the old reports to Dashboard reports including converting the templates and schedules:
- Converting the templates: The widgets on the new dashboard will be mapped from the original template widgets. In some cases, the widgets can look slightly different than the original. The information shown in the widgets will essentially be the same.
- Copying the schedules: We will copy the schedules including site, group, recipients, and frequency, from the old report to the new Dashboard report.
What are the advantages of Dashboard reports?
- Dashboard Reports cover all products and widgets within the Siteimprove platform (i.e., more than 650 widgets)
- Dashboard reports are very customizable. You can customize the dashboard layout, widget presentation, email templates, and add text widgets.
- You can apply automated rules as to who should receive the reports, based on tags, user roles, and site/group access.
- Your dashboard and email reports are identical. Therefore, you can easily link back to the platform to find the source of the data and investigate further if required.
- Insights are provided directly within the email - making it more relevant by default.
- Each report gives a snapshot in time, so can be used to compare progress between reports.
- As all reports have widgets within the platform you can easily log in and work with the dashboard or widgets live and go into even more details.
- You can send and schedule reports to external users.
Some of our users cannot be moved automatically?
As the new report is based on the user’s site and group access, we will not be able to migrate users over who do not have site or group access to the platform.
If you have users without site and group access, we will highlight it like this on the migration page:
You have different options to with those users.
- You can give them site/group access to the platform. Then you can move them over.
- You can set them up with a new Dashboard report. Select from those templates or create your own dashboard and set up a schedule for them. Add them to the schedule via “external recipients”.
- If you do nothing, they will just stop getting this report going forward. And they might just reach out to you if they want to continue to have some report.
This new Dashboard report is very different than the old Classic Broken Links and Misspellings report (Classic QA Report)?
Yes. Together with customers we have re-invented what report would be most beneficial for you and for new customers. The current report is 20 years old, and a lot of things have changed since then. Broken links and misspellings are still important, however many other things are just as important to give your users a good user experience.
At the same time, we wanted to build a report which could be customized as you move forward on your Siteimprove journey and could reflect the goals of your organization along the way.
We do know however that all organizations and users are different so of course you can still get a report which just focuses on broken links and misspellings. We recommend using this dashboard or preview our template library.
Can I start with a clean slate?
- If you prefer not to migrate you can delete the old reports and create new Dashboard reports and schedules instead. For information on this see Configuring Siteimprove Dashboards and Dashboard reports.
- As well as preconfigured dashboard reports you can import Dashboard templates. You can read more in the article Dashboard template library
Considerations
Migrated reports will look different than the old reports
Migrated templates may not exactly resemble the original report, however, the information shown in the widgets will essentially be the same.
Users without site/group access will not be migrated automatically
The new report will be based on the users access to site and groups so the recipient gets a report on what they are responsible for within the platform. If a user does not have site/group access we cannot migrate them to the new report as it’s based on access. If you want those recipients to still receive reports. Do not fear. You simply go and create new schedules/add them to schedules manually.
Reports are no longer triggered by crawl completion
With dashboard reports, we do not support report schedules "after a crawl ends". Instead, you can choose exactly when you want the report and how often. With migration, reports previously triggered by crawl completion will be automatically scheduled for Monday mornings. You can always change the frequency and day later if required in the report settings.
We have chosen to phase the "after crawl" schedule functionality as it did not live up to our standards. For example, reports were sent "after the crawl" rather than "after the full scan", which is when users can view the results. See the related article, The Siteimprove scan process.
We want to avoid situations where customers receive reports that do not reflect their latest improvements to the website. We also want customers to receive reports on time regardless of an increase in the number of checks offered, website size, and website complexity.
Customer feedback supports the need for regular reports, received on a specific day instead of random reports received after the crawl event.
Note: Checks occur continuously due to back-end automation and users enforcing re-checks of pages and groups.
Report within a report is no longer possible
With the dashboard reports, we do not support having reports within a report. If you have previously received a report email with links to multiple reports, they will now be split into separate emails.
Improved languages support
We have improved the languages support in the new Dashboards reports. System Dashboards and standard widgets will be sent out in the language of the recipient. However, customized text will not be translated.
Did you find it helpful? Yes No
Send feedback