Over the course of 3 quarters, goal was to create a unified utility that allows users the ability to customize, schedule, and integrate multiple data source into a report that generates impactful and actionable data visualizations.
Over the course over a couple quarters, I led the business requirement gathering, architecture, user feedback and testing, design, and implementation of a custom reporting tool. Other tasks included testing, beta test plans, version control, user manual and content handling, and other product focused deliverables
Template are the prescreen to the workflow, users can choose:
The form is architected to be the next screen. This screen doesn’t house any Custom reporting but has the required fields in order to get a report going. This decision was made to respect users who want to set up a report fast and not customize any visually or filter any data.
Users need to: select their data source, their schedule and the methods and schedule of delivery.
Customize was centered around a side bar and a preview field. Due to technical limitations, users saw placeholder data that served as a guide to anticipate how the report would look.
Users could sort, delete, and edit any metrics. They could also use a full text editor and duplicate widgets.
The sidebar was structured as a “waterfall” approach. As a setting could release multiple settings that were strategically placed below the user to not disjoint or disorient their workflow.
If users wanted to see how their data looks in real life or use an existing report as a “ temperature check” of their current campaign progression, we created a page for that.
One Click Report - We created another ease of use workflow to allow user to generate “reports” on the fly if they just wanted to see how a particular campaign is doing without using the report builder.
From this screen, if users wanted to schedule a report. We created a “ Create Report” button that with bring them into the report builder workflow (with their line item already selected)
I spent a long looking at the small details to ensure easier and smarter UI. This included “small wins” that streamlined the process including:
After release, we watched as user adoptions and session duration were recorded with a usage reports of final reports and analytics. Some results that yielded were:
Report Builder was one of the first projects to hit its timeline due to the methodology of version control. All conversations and product management was dealt through me. As we rolled out the release version of report builder, we created version 2 and 3 roadmaps.
New features allowed users to:
Check out some documentation focused on Insight Studio here:
Insight Studio User Workflow/Feature Analysis