Report Builder

Report Scheduler is a platform where Users can schedule reports through email on a scheduled date & time.

Project Detail

Report Send is a platform where Users can schedule reports through email on a scheduled date & time.

Role

Lead UX Designer

Collaboration

Stakeholders
Developers
Product Managers
QA Team

What’s Report Builder?

Report Builder is a tool integrated with Power BI, that empowers clients and internal employees to generate, save, and share analytical reports. Report Scheduling is a new feature that was added to our Report Integration so that users have the ability to schedule a report in time, efficiently.

The Problem

Users currently lack an efficient and automated way to distribute crucial reports to multiple stakeholders on a recurring basis.

This manual process is time-consuming, prone to errors, and challenging for users to maintain a consistent and hands-free reporting workflow.

The Solution

Implementing a centralized Report Scheduler enabling automated, recurring distribution to multiple recipients with flexible scheduling and defined timeframes, enhancing user efficiency and control over data dissemination.

Discovering the Problem

Talking with our users

I conducted 5 moderate user testings with internal recruiters.

With this insights, I can see how our users that specifically use the Report Builder tell me the pain points they have in using the current product with the features that we offer in our reporting system.

My goal was to find out: 
  1. Determine the elements of the design that allow them to find the report they needed.
  2. How they currently send reports to people that needed them.
  3. Identify the points of confusion and areas of improvement throughout their journey in completing the tasks.

I synthesized all my findings into one document and highlighted the two biggest pain points that our users pointed out during the walkthrough process.

Pain Point #1:
Pain Point #2 

Time-consuming to send reports one at a time to multiple emails.

Had to search individually for each report, again, slowing down the time.

Working with Product Managers to gather requirements..

What data do we need to show?

After understanding our users pain points, I worked with the product managers and met with stakeholders in order to gather requirements and map out the user journey so that we can understand what we can include in our Report Scheduler in order to make it efficient for users. We took a look at both the information needed on the analytical side on how often our users would send reports while also looking into the design of a clean and clear experience.

Exploring Design Solutions

Ideation + Testing

I had multiple iterations from the Project Requirements and User needs from our research.

By referencing our patterns in our Report Builder platform and following the brand and design system guidelines, I explored some iterations that were functionally similar but needed tweaking on our user needs.

Iteration 1

Repeat Options

A Repeat option where it states "Every" blank amount of either Days, Weeks, or Months.

Giving the options to turn on Repeat

With the start date it does not need "Every *blank* " period.

Iteration 2

Search Bar Placement

We included both a Search and Filter options so that users would be able to quickly and efficiently find certain data they scheduled.

Gives Users ability to search by the Scheduled name quickly

The space between the Search and Filters is unnecessary.

Final Designs

Final designs
After presenting designs to stakeholders, product managers, and developers I finalized the design with product requirements.

Side Drawer to Schedule Reports

The report scheduler features an intuitive, right-side drawer that facilitates rapid setup of scheduled reports. This design provides users with a streamlined interface for specifying report parameters, recipients, and recurrence options. Clear labeling and contextual tooltips, complemented by search functionalities, guide users through the input process, ensuring a seamless experience.

List View with Filters and Search Functionalities

The Report Scheduler features a comprehensive list view providing a centralized and organized display of all scheduled reports and associated data. Users can initiate new schedules via the primary action button or leverage robust search and filtering functionalities to locate specific reports. Additionally, a prominent top section highlights upcoming scheduled reports for real-time visibility.

Specific Scheduled Times Simplified.

Based on user behavior analysis and requirements gathered in collaboration with product, the scheduled time options were strategically simplified to enhance efficiency and align with user needs. The design now incorporates clear start and end date selections, coupled with intuitive daily, weekly, or monthly recurrence options, allowing for user-specific customization.

Full Design Flow: Figma File

Reflection

Some of the few things I learned....

  1. Looking at data is hard for anyone, but with clean UX and being able to organize it to make the users experience better truly makes it rewarding because they are so excited to have a better experience.
  2. Being able to be transparent with the user and all the data information was so helpful in a way that they are able to track down their information more efficiently and this made me realize how important it was to be more transparent with how to track information in an efficient way.
  3. I honestly loved working with the Product Managers and Data Analytics team during this project because it truly made me learn more in depth on their process and what they needed from me and how we can merge our knowledge together to come up with a great user experience.