SAAS
SAAS
Design
Report Builder for enterprise users
Build report with templates, include charts and data tables fast and efficient with granular controls for the report configuration.
Overview
About Project
Design a capability for the HCL BigFix users to create reports with minimal efforts and save them for future analyis.
My Role and Responsibilities
Understand the need of Report builder function, user pain points and design the flow which reduces the user friction and boost accessibility.
Collaborated with
Product managers, Design leaders and Software developers.
The Challenge
New users were blocked by the need for deep domain knowledge, while old users spent valuable time manually constructing routine reports, requiring efforts and time.
The Solution
An intent driven template based report building user experience that balances simplicity for new users and flexibility for old (power) users.
The Outcome
Enhanced report building experience by reducing the manual efforts and boosting adoption for new users while maintaining the accessibility needs.
Problem Brief
Creating a report in BigFix currently requires users to configure the report from the ground up - selecting datasets, deciding which charts to use, and defining the data table columns.
Although this approach offers flexibility, it can become repetitive and time-consuming, particularly when users need to create reports for common or recurring use cases.
The existing report builder is therefore optimized for customization, but not always for speed and ease of report creation. Users who frequently create similar reports or need to quickly generate reports for common use cases may have to repeat the same configuration process each time.
Design Process
Design Goals
Reduce the effort required to create reports:
Enable users to start with a predefined report structure instead of manually configuring datasets, charts, and data tables from scratch.
Provide guidance without limiting flexibility:
Use templates as a starting point while allowing users with appropriate permissions to customize report components.
Support role-based reporting experiences:
Design the experience around the different permissions and goals of BigFix Admins and Deployment Specialists.
Improve report discoverability and confidence:
Help users find the right template and understand what it contains before creating a report.
Business Goals
Increase adoption of Report Builder:
Making report creation easier can encourage more users to use the reporting capabilities within BigFix.
Improve user efficiency and productivity:
Reducing repetitive report configuration can help IT teams spend less time building reports and more time acting on the insights they generate.
Reducing user drop-off during report creation:
Reduce the cognitive load on user while building report, make the process simpler so that user should be able to finish the task and achieve their goal.
Current User Journey
01
Define data sets
What type data users want to build report on? This data is further used to show in data tabel Data sets can be - Devices Fixlets Deployments Users
02
Select Charts
Select the chart type based on the data users want to visualize. Charts can be based on- Distribution over time. Percentage of whole Relationship Comparison Composition
03
Preview report
Tailored websites meticulously crafted to reflect your brand.
