New Segments Page: Combined Reporting and Management

[goochj03]

A number of customers with lots of segments have mentioned it can be hard to manage/find this within the list.

One customer has mentioned a possible feature request to re-order the segments from the drop-down menu.
Being able to re-order/drag these in the segment dropdown list would be very handy.

[mattab]

New Segments Page: Combined Reporting and Management

Description:

We propose the introduction of a new page in Matomo, titled "Segments." This page will serve as a combined reporting and management tool to make it easy to view (and edit) all segments for a website, and also provide a clean dashboard to view All segment KPIs at once.

Key Features of the 'Manage Segments' Page:

1. Segment List Display:

   • A table format solely for listing all segments for this website.
   • Each segment's name is clickable to open the Dashboard with this segment applied (or open the Last-seen report (Before the Segments pages was opened))
   • A Super user can delete segments directly from the table, with a confirmation prompt (Yes/No) for security.
   • Each segment can be "starred" by clicking a star icon. (Starred segments are stored on a "Per website" basis (or starred across "All websites" if the segment is shared across all sites))
     • Starred segments are highlighted at the top of the list, marked with a subtle star icon.
     • Starred segments are also shown first in the "Segments Selector".
   • An edit link with an icon for segments where users have permission to edit. This opens the segment editor.
   • The table is sorted alphabetically, with starred segments shown at the top.

2. Segment Interaction:

   • Users without editing permissions can view segment definitions and KPIs but cannot make alterations.
   • The segment can be edited, renamed, and its other settings changed as you can currently do within the "Segments editor" UI (reusing the same UI).

3. Metrics Display - Making this page a useful Reporting page:

   • The page also lists metrics aligned with the current calendar selection: Visits, Pageviews, Revenue, and Sparkline. (to be consistent with "All Websites", we can improve it afterwards eg. All websites dashboard: let user customise columns and add new ones #2390)
   • KPIs are displayed only for pre-processed segments. "Real-time" segments, which do not pre-process data, will show these fields empty to avoid triggering the archiving of all segments.

4. Access and Integration:

   • Accessible to all users from the "Administration" screen under the menu "Measurables" (or Websites) in a new menu item "Segments".
   • Also accessible from the "Segment editor" , a direct link to this Segment page (pending UX design)
   • Maybe this "Segments" page could even be listed under "Visitors" left menu as the last menu entry?

Proposed Acceptance Criteria:

• Successful implementation of a "Manage Segments" page in Matomo with the outlined functionalities.
• User-friendly interface for both reporting and managing segments.
• Accurate display of segment-related metrics, with special handling for "real-time" segments.
• Compliance with user permissions for segment viewing, editing, and deletion.
• Available within the Segment editor selector, but also within Admin menu and within the Visitors menu?

Expected Outcome:
The "Manage Segments" feature will significantly improve the usability and management of segments in Matomo, offering users a centralised and intuitive interface for comprehensive segment interaction & new KPIs reporting.