Reporting Module

The reporting module is one of our most used products where users go to collect reports to collect information about their payment history, deal history, end of day reports, etc. These reports are pre-built and users are able to view them within the data table on the screen or download their reports as a PDF or Excel spreadsheet.

Methods & Process

  • Survey

To validate our hypothesis, we built a survey since we will be reaching out to over 11,000 clients. The survey will help quantify results and help us break down our findings based on certain factors such as region, use cases, and challenges. The survey had questions about their demographics, experience utilizing the current reporting module, and what they would like to see from the module moving forward.

My Responsibilities:

  • Collaborate with stakeholders to build the survey

  • Verify the client list with stakeholders

  • Collect data and synthesize the results

  • Build user personas

  • Presenting results and solutions to stakeholders

Findings

We found that our theory that clients wanted a more custom reporting solution was valid. This solution would give our clients a more streamlined report that contains specific information that they can be able to view and extract when necessary. Since the current pre-built reports contained information we assumed they needed, the custom reports clients can build themselves was seen as a remedy to their challenges. We were able to determine factors such as the most common uses, viewing formats, challenges our users faced while utilizing the current module, the most common difficulties while viewing reports, and more.

These insights are giving us the information we needed to assist with building an experience our users have been yearning for. This helped us realize that these specific users want to have more freedom while utilizing the reporting module. With these findings we created 3 personas, 7 archetypes, a regional break down of responses, and a report that summarizes the data and lists actionable insights backed by the data itself.

Main Objectives

The purpose of this research is to validate our theory that the current report and reporting module isn’t meeting the demands of our clients. Therefore, a custom reporting solution is the method that would best suit their needs. Another objective is to create user personas based on our findings in order to know exactly who we are developing this module for.