Reporting System Prototype

1. Reporting System Prototype For the College of Arts and Sciences at the University of North Carolina at Chapel Hill By Ryan Greenway

2. Agenda • Overview and Problem • Main design decision - organized for user type • Common Elements • Chair pages • Manager and staff pages • Questions

3. Overview • The 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.

4. Design for User Type • Principle 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 issues • Adding alertswould be helpful. • Streamline tasks such as filtering and navigating data. • All users want a clearer information landscape.

5. Common Elements 4 3 5 1 • Logout. • Expandable Parameters – always filter month/year and department. (Principle of Mapping). • Tabbed navigation to other College systems. • Data source matrix overlay. • Help overlay. 2

6. Chairs – Main Page • Only select reports shown. • Click a report to drill into data. • Chunking.

7. Chairs – Report Drill-Down • Bread-crumb navigation linking back to dashboard. • Filter further at report level.

8. Managers – Alert Page • Clicking on an alert takes you to that report.

9. Managers – Report Page

10. Managers – Report View • Export to MS Excel, PDF. • Plus (+) enlarges report to the full window.

11. Managers – More Parameters

12. Questions?