Informatica
Report Authoring Tool
Designing a system to transform complex datasets into reports, charts, and KPIs
Project Overview
Designed a report authoring experience for an enterprise MDM platform, enabling users to transform complex datasets into reports, charts, and KPI visualizations.
🧑💻 Role & Scope
User experience designer
Desktop app- Cloud native
2023
Product | Engineering | Design | UXR
SaaS
User experience designer
Desktop app- Cloud native
2023
Product | Engineering | Design | UXR
SaaS
⚠️ Problem
Enterprise users needed to extract insights from large, complex datasets, but the existing experience was:
Fragmented across multiple workflows
Dependent on technical knowledge (dimensions, measures, filters)
Lacking a clear way to create, visualize, and manage reports end-to-end
Context
The platform aggregates enterprise data across systems to provide a 360° business view.
This tool needed to support:
Business users → create reports & insights
Technical users → configure datasets
Context
The platform aggregates enterprise data across systems to provide a 360° business view.
This tool needed to support:
Business users → create reports & insights
Technical users → configure datasets
The challenge
Translate complex backend logic into an intuitive, flexible experience
Translate complex backend logic into an intuitive, flexible experience.
How the System Works
Designing beyond screens: building a scalable reporting system
My role
User Experience designer:
Collaborated with product manager (1) , engineering (3) , UX design (1), Visual design (1) , and UXR (1) to define UX, flows, and system behavior.
Key Design Areas
Reports repository
Centralized hub to manage and access reports
Search, filter, metadata
Quick navigation to dashboards
2. Authoring Experience
Turned technical configuration into a structured UX flow
Dataset selection
Dimensions & measures setup
Filters and conditions
Live preview
3. Visualization Layer
Chart creation from reports
Multiple visualization types
Seamless transition from data → insight
4. End-to-End Flow
Connected the full journey:
Dataset → Report → Chart → Dashboard
👉 Eliminated fragmented workflows
Context
The platform aggregates enterprise data across systems to provide a 360° business view.
This tool needed to support:
Business users → create reports & insights
Technical users → configure datasets
The challenge
Translate complex backend logic into an intuitive, flexible experience.
How the System Works
Designing beyond screens: building a scalable reporting system
My role
User Experience designer:
Collaborated with product manager (1) , engineering (3) , UX design (1), Visual design (1) , and UXR (1) to define UX, flows, and system behavior.
Key Design Areas
Report authoring tool
Designing a system to transform complex datasets into reports, charts, and KPIs
Informatica
Outcome
Enabled end-to-end report creation (data → report → visualization)
Simplified complex data configuration into guided workflows
Established a scalable foundation for dashboards, charts, and KPIs
Outcome
Enabled end-to-end report creation (data → report → visualization)
Simplified complex data configuration into guided workflows
Established a scalable foundation for dashboards, charts, and KPIs
Outcome
Enabled end-to-end report creation (data → report → visualization)
Simplified complex data configuration into guided workflows
Established a scalable foundation for dashboards, charts, and KPIs
⚠️ Problem
Enterprise users needed to extract insights from large, complex datasets, but the existing experience was:
Fragmented across multiple workflows
Dependent on technical knowledge (dimensions, measures, filters)
Lacking a clear way to create, visualize, and manage reports end-to-end
🧑💻 Role & Scope
User experience designer
Desktop app- Cloud native
2023
Product | Engineering | Design | UXR
SaaS
Reports repository
Centralized hub to manage and access reports
Search, filter, metadata
Quick navigation to dashboards
2. Authoring Experience
Turned technical configuration into a structured UX flow
Dataset selection
Dimensions & measures setup
Filters and conditions
Live preview
3. Visualization Layer
Chart creation from reports
Multiple visualization types
Seamless transition from data → insight
4. End-to-End Flow
Connected the full journey:
Dataset → Report → Chart → Dashboard
👉 Eliminated fragmented workflows
Outcome
Enabled end-to-end report creation (data → report → visualization)
Simplified complex data configuration into guided workflows
Established a scalable foundation for dashboards, charts, and KPIs
Crafted with creativity, late-night iterations, Ctrl+Z reflexes, and a carefully curated playlist.
© Chen Segal 2025
Crafted with creativity, late-night iterations, Ctrl+Z reflexes, and a carefully curated playlist.
© Chen Segal 2025
Crafted with creativity, late-night iterations, Ctrl+Z reflexes, and a carefully curated playlist.
© Chen Segal 2025