Feature Request: Customer-facing BOE preview reports
Summary:
Enable custom reports in BOE Pro so internal users can preview exactly what the customer will see for a given BOE. This would provide a clearer, customer-view representation before sharing or finalizing deliverables.
Problem Statement:
Currently, users do not have an easy way to view a BOE exactly as the customer will see it. This creates extra effort when validating report output, increases the risk of formatting or content surprises, and makes it harder to confirm that customer-facing information is accurate before delivery.
Proposed Solution:
Add custom reporting capabilities in BOE Pro that generate a customer-view preview for each BOE. The report should reflect the customer-facing layout, content, and presentation as closely as possible. Users should be able to access the preview before sending or publishing the BOE so they can verify accuracy and make adjustments if needed. The feature should ensure the preview is based on the current BOE data and clearly distinguish internal editing views from customer-facing output.
Benefits:
Improves confidence in customer-facing BOE output before delivery.
Reduces errors and rework caused by mismatches between internal and customer views.
Makes QA and stakeholder review faster and more efficient.
Provides a better user experience by making report validation more straightforward.