Custom Enrollment Reports
Project Overview
Enhanced customization in reporting to selectively download and save reports, minimizing the need for extensive Excel or Sheets modifications before sharing with stakeholders.
My Role
Interaction design
User experience design
Collaborative presentations to stakeholders
Specifications
The project posed several design challenges, including the implementation of features such as showing and hiding table columns, saving reports, and enhancing the usability of existing bulk filters to offer better context when multiple values were filtered.
Challenges
Three iterations of this solution went through three different product reviews before specifications were created. During these reviews, stakeholders expressed concern about how much space the filter section occupied at the top of the page. To address this, a solution was implemented to allow the filters to collapse, effectively resolving the space-related issue raised during the product reviews.
Ideation
Custom report page brought to product review with stakeholders
Select report ideation
Select report ideation
Not all planned features within the scope could be implemented, requiring some elements to be omitted. To determine which features would not be included in the initial release, we sought input from users. Due to budget and timeline constraints, a full-fledged usability test was not feasible. Instead, we opted for an alternative approach by presenting the solution to users.
While many users provided valuable feedback, the overall response was one of excitement. A common user need emerged for the ability to save frequently accessed reports. Additionally, users expressed a desire to share the reports they created with others. Unfortunately, the engineering effort required for the sharing feature was too great and had to be cut from scope. Nevertheless, users were still able to share reports by copying the URL, offering a practical workaround.
User Feedback
After finalizing the specifications, I coordinated a meeting with the front-end engineering lead, engineering manager, and product manager to facilitate the hand-off and address any questions raised by the engineering team concerning the specifications.
The final phase included design reviews. During implementation, I used the project management tool Jira to conduct regular reviews of both components and the user experience.
Specifications & Hand-off
Specifications written in Figma
Save report functionality specifications
Bulk filters specifications