UNIVERSE REPORTING
37+ Clients Serviced Daily
From outdated legacy reporting to modern and robust offering
Universe reporting tools were missing key data metrics for clients running multiple events with hundreds of ticket and add-ons. Issues with performance and limited filtering options compounded pain points. The goal was to redesign, expand, and improve the reporting offering, starting with dashboards. I collaborated with various departments to deliver a solution that turned complexity into clarity.
ROLE
Lead Product Designer
TEAM
Design Team
Product Manager
Frontend and Data Engineers
IMPACT
OVERVIEW
How do you design and build a robust reporting suite on a outdated foundation in only 6 months?
STRATEGY
Leverage existing reporting tools, update and connect them to feel like one unified solution.
TESTING & ITERATIONS
Each milestone was capped off with a prototype user test with internal teams and willing clients, allowing for faster iterations.
PROBLEM
Could you easily tell where financial data about your event lives?
FRAGMENTED FLOWS
There were 9 places a user could go to find operational and financial data about their events, each with their own limitations.
LACK OF TRUST
Every part of the flow spoke its own design language, confusing all users and infuriating those with tons of data.
LIMITED SCOPE
Account dashboards is where most users first land, but it offered little more than ticket counts for events.
HARD TO ACTION
They lacked real-time data, specially from door sales, add-ons, demographic data and trends.
We identified an opportunity to unify reporting so a client could visit any one of the reporting layers and do everything they needed to in one place. As most users first touch point, Account Dashboards were the ideal place to start.
SOLUTION
Making all reporting layers speak the same design language for a seamless user experience
After releasing Account Dashboard redesigns, the plan was to identified to unify all reporting layers by taking what we learned from Account Reports and integrating them everywhere else. A client could then visit any one of the reporting layers and perform all necessary tasks in one place.
UPDATED ACCOUNT DASHBOARD
The first place users interact with. At-a-glance and actionable data, flexible filtering options, and faster performance.
FLEXIBLE ACCOUNT REPORTS
For clients that want to get granular. More exporting options, scheduling features, custom columns, and more.
DESIGN PROCESS
RESEARCH
Looking at journey data, competitors, and sister companies for clarity
To ensure our strategy solved the right problems, we spoke directly with clients and internal teams, shadowed them to identify pain-points in real-time, and took note of how our users were moving through the platform.
BROKEN FLOWS
The existing path overwhelmed and frustrated
OVERWHELM
If you didn't interact with reporting multiple hours each week, it was unlikely you understood where to start and where to go from where.
FRUSTRATION
Clients often needed to review and action data quickly, but it felt like they had to learn how to do this every time, or find workarounds.
FIERCE COMPETITION
The market had evolved
COMPETITORS
Other businesses had robust, deeply customizable, and performant reporting features. It guaranteed more clients would leave if we didn't address this.
LOOKING OUTSIDE THE BOX
We explored businesses unrelated to ticketing so we wouldn't just try to catch up to our competition. How did other industries handle enormous amounts of data?
DISCOVERY
Investigating our tech stack
As we gathered research and user data, we worked with data engineers and frontend developers to understand how our data structure was to be updated, and how it would connect to client-facing dashboards. The goal was to understand constraints and design with what was viable in mind.
CONSTRAINTS
Limited styling capabilities, responsive designs, and exporting formats
SUPERSET
Instead of building visualizations from scratch, our frontend teams used Superset to do half the work. But Superset was difficult to design for.
DESIGN SYSTEM
Our Design System was not robust enough to easily translate Superset, so I had to find a balance between leveraging what we had and creating new components.
MOBILE
We could have kept some tables the same across all breakpoints, but I wanted to explore mobile/tablet specific components. With the help of our development team, we got there.
EXCEL, ETC.
Clients needed the ability to export all data as Excel tables, so designs had to mirror Excel behaviour in some cases. Never thought I’d need to learn Excel as a designer, but there I was.
I tried to advocate against using Superset due to its rigidity. I feared that a solution that looked different from our brand would erode trust. But the business chose Superset for its price, and I had to adapt.
MVP
Account Dashboards
Due to time and technology constraints, we had to plan our reporting updates into milestones. The first would be Account Dashboards. We focused our research, iterations and testing there, though I designed with all layers in mind to keep us ahead of project timelines.
RELEASE
We released the first phase of our reporting updates: Account Dashboards.
It was a success. We pivoted based on testing feedback and stakeholder conversations, and in the end succeeded at bringing the first phase of reporting to life.
OVERVIEW
The most sought-after analytics in one page. Anything that has to do revenue can be found here.
TRENDS
See how events are performing over a period of time. Great for operations managers.
THE FUTURE
The groundwork was laid for existing designs to inform future builds.
Although I would not be there to witness it, there was extensive research and completed designs for future teams to build reporting solutions as we intended.
REFLECTION
Thoughts and learnings
If there’s one thing I would do differently, it’s being more vocal about using a free, third party, open source piece of software to bring a complex feature to life. Using Superset caused a lot of friction when it came to matching it with Universe design branding, and it proved to be very limiting for our engineering teams as well. Other than that, I am proud of how I tackled this project overall. I exhausted my research tools and leveraged the entire company, so I believe we got as close as possible to our vision for this project.

















