Report export usability test template
Observe whether people can configure and export a report for [audience].
Use this templateEditable study draft · English content
Before you launch
Use synthetic data and define the report scope, filters, and file format. Disable outbound sharing; inspect the expected output in advance.
Opens a usability study with ordered tasks, post-task questions, and a final debrief. Add your target URL to each task. Screen sharing is enabled and the moderator observes without providing task hints. Success criteria below are a guide for your review, not automatic grading rules.
Participant tasks
Task 1
Set report scope
Prepare a report for [date range and segment] using the test data.
Researcher success criteria
The report view uses the intended date range and segment.
Task 2
Export the report
Save that report in [file format] for your own review. Do not send it to anyone.
Researcher success criteria
Participant exports the configured report in the requested format.
Task 3
Verify the export
Open the export and check whether it includes the information you intended.
Researcher success criteria
Participant verifies the expected scope, fields, and values in the exported file.
After each task, ask what was difficult and what the participant expected to happen. The study also includes a task-ease rating.
Final debrief
- What, if anything, was different from what you expected?
- Which part of the experience would you change first, and why?
Plan your study
Who should take part?
People who prepare reports from [product].
What should I customize before launching?
Use synthetic data and define the report scope, filters, and file format. Disable outbound sharing; inspect the expected output in advance.
How should I use the findings?
Compare the exported content with the requested scope. Successfully downloading a file does not prove the data is correct.