Universe Reports. A unified solution with deeper flexibility.
I collaborated closely with my design, PM and engineering teams to redesign a unified suite that slowed client churn, rebuilt trust with users, and won new business by empowering users to decide what data mattered most.
60% Adoption
Over legacy reporting, allowing us to sunset unused pages and reduce maintenance costs.
40% of Reports Shared
Users were spending less time on workaround or external solutions when using new report customizations.
Scalable Foundation
Sunsetting unnecessary pages ensured the business could invested in the right solutions.
Client Satisfaction
When interviewing clients during user testing and post-release.
Role
Lead Product Designer.
Assisted by 3 others.
What I owned
Identifying the problem, outlining design strategy, leading usability testing, hands-on building, release, and validated future iterations.
Team
Product Manager.
3 Frontend Developers.
2 Data Engineers.
Skills
End-to-end product design.
Design debt mitigation.
Hands-on shipping.

Solution
Users get at-a-glance information from dashboards, then dig deeper, export and schedule with reports.
Most users already began their journey in their account dashboard. We made it easier to get actionable insights from the get-go. When they needed to dig deeper and compare different metrics, they could easily transition to their account reports.
The dashboard Overview showed sales data. Trends focused on patterns. Sources displayed affiliate and payment data. BoxOffice was all about attendance.
Account reports were expanded with deeper flexibility, removing the overreliance on one-off templates.
PROBLEM
High-value enterprise clients were leaving Universe because reporting did not meet their business needs.
They didn’t trust the numbers, found workflows difficult to navigate, couldn’t find the answers they needed, and Universe attempted to solve the problem with one-off templates that compounded pain points.
How could we design an accurate, performant, scalable, and flexible reporting solution that made sticking with Universe the best choice for their business?
Users felt most confident at the start of their reporting journey (the Audit phase), but quickly lost trust as they sought specific answers (Depth) and required sharing with stakeholders (Leverage). I chose to focus on the depth and leverage phase as the critical moment to build trust with our users.
Stakeholder Management
Every stakeholder prioritized something different. I was responsible for finding the connective thread between them. By auditing user flows, shadowing users, and facilitating interviews, I learned that what everyone depended on was certainty. They wanted to trust the numbers, easily get to what they needed, and manipulate data as they liked.
beFORE
When I started, the data presented in dashboards was limited, reports were rigid and overwhelming, and custom options existed independently of major workflows.
This forced users to jump between different pages to find the answers they were looking for, and often met a system that was inconsistent not just in the data provided but also in design and user experience.
Research
Too many underutilized pages, the numbers were different between them, performance suffered, and the user experience forced frustrating workarounds.
To mitigate these issues, the business invested years and money into building band-aid solutions, such as bespoke reporting templates for each client, but all of them failed to solve the real problem: Universe was spread thin, and it was affecting our users.
Mapping out all of the feedback we received helped me understand the real problem: disjointed user flows and lack of clarity.
Lack of clarity was caused by 5 different pages with overlapping functionality but inconsistent design, data, and verbiage.
By sunsetting redundant flows and adding depth to dashboards and account reports, we could focus improvements rather than spread ourselves thin.
Challenge
Convincing the business to sunset multiple flows they had invested years into required a clear strategy and proof that it would work.
Solution
Start with dashboards. Use them as a pilot. If dashboards moved the needle, it would be easier to invest into account reports and beyond.
Design decisions
Consolidating pages meant focusing data. It meant users could trust the platform again. Starting with dashboards would validate our approach with the business.
I started with account dashboards because it’s where over 60% of our users started their reporting journey. It was also the most outdated portion of Universe reports, as they still reflected a time when Universe was focused on providing a platform for small-to-mid sized events.
Trade-off
As one piece of a larger reporting overhaul, dashboards would only get 3 months to release. My PM, dev lead and I agreed that leveraging a reporting integration to get us started quicker was the way to go. We chose Apache Superset, optimizing for faster building and shipping over having complete ownership and transparency.
Video shows an early but functional version of our dashboards, used for beta testing with real clients.
Challenge
Superset was difficult to design for. This meant we couldn’t get it 100% aligned with our design system.
Solution
I jumped into our staging environment to work side-by-side with my dev team, getting the most out of the platform despite constraints.
A few design decision highlights.
(1) Making sure our dashboards were not just feature rich but also accessible. (2) Iterating on metric selection for account reports based on user testing feedback. (3) Translating Superset components to our design system.
User testing
80% Testers
Preferred filters to be visible and expected them at the top of the page, not hidden behind a click.
Missing Demographic Data
Many of our clients asked for more sophisticated demographic reporting. We’d address it in the future.
Performance Issues
Superset was not consistent in its performance for all users. Improving the data pipeline became a priority.
+17% Approval Rating over Legacy Dashboards
Overall, our new dashboards were preferred over what came before, but there was still work to be done.
Stakeholder Management
Executive teams were divided but saw the potential in dashboards. Another 6 months would be dedicated to monitoring user feedback and improving performance. I took what I learned from dashboards and brought it to account report iterations.
Future
Unifying account dashboards with reports into one seamless workflow.
A future version included a seamless flow between dashboards and reports. This approach was tested internally and roadmapped, but I left Universe before release.
TAKEAWAYS
Sometimes you have the “perfect” hypothetical solution, but execution may not go as planned. Products are also never really one-and-done.
At the time, I thought I covered all of my bases. I worked closely with stakeholders, designed with devs and PMs in the room, and tried to find a balance between fast delivery of an MVP without sacrificing craft.
But when I look back, I see opportunities to have done things better. The biggest thing I would do differently is learn more about the technology we are using. For example, I could have assessed Superset in more detail to find critical constraints.
After this project, I made a commitment to understand projects holistically - front-facing, backend, and beyond - to the best of my ability.
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