reporting system prototype

Reporting System Prototype

For the College of Arts and Sciencesat the University of North Carolina at Chapel Hill

By Ryan Greenway

AgendaOverview and ProblemMain design decision - organized for user typeCommon ElementsChair pagesManager and staff pagesQuestions

OverviewThe College of Arts & Sciences is the largest School

teaching 67% of all credit hours at UNC – CH.The system provides financial, HR, and student

reports for decision support.Users include department chairs, managers, and

other staff.All users complain about the number of systems and

difficulty finding data.Chairs don’t find value in individual reports.

Design for User TypePrinciple of Control.Many chairs are not using the system

They do not want self-service.They are not familiar with Accounting practices.

Managers look up issuesAdding alerts would be helpful.Streamline tasks such as filtering and navigating data.

All users want a clearer information landscape.

Common Elements1

23 4 5

1. Logout.2. Expandable Parameters – always filter month/year

and department. (Principle of Mapping).3. Tabbed navigation to other College systems.4. Data source matrix overlay.5. Help overlay.

Chairs – Main PageOnly

select reports shown.

Click a report to drill into data.

Chunking.

Chairs – Report Drill-DownBread-

crumb navigation linking back to dashboard.

Filter further at report level.

Managers – Alert Page

Clicking on an alert takes you to that report.

Managers – Report Page

Managers – Report ViewExport

to MS Excel, PDF.

Plus (+) enlarges report to the full window.

Managers – More Parameters

Questions?