The reporting experience had become fragmented through incremental updates by multiple teams over time. Filters, titles, and dates were often missing, misaligned, or hard to interpret. As the customer base shifted toward larger practices, reporting became increasingly critical — and increasingly in need of a coherent redesign.
The objective was to redesign the reporting experience to create clarity, consistency, and better data comprehension across an increasingly complex product serving accountants and high-value customers.
The work needed to support 18 different reports with a single, scalable system — reducing technical debt while building a foundation for premium reporting at scale.
Deep assessment of all reports across the product, identifying inconsistencies in filters, layouts, typography, and structural patterns.
Led design work on layout, filters, and typography while coordinating with multiple product teams. Developed the report container to visually differentiate reports from standard tables.
Introduced shared components including a new common date picker and filter group pattern. Published documentation and usage guidelines on FreeStyle.
Conducted usability testing with accountants and frequent reporting users. Findings were overwhelmingly positive, particularly around the new date component and date range clarity.
73% of users reported the layout changes made it easier to understand report data immediately after the redesign.
83% found the new date component simplified locating and applying date ranges in their reporting workflows.
The new pattern was rolled out across all 18 reports in the product, delivering consistency at scale.
Monospace typography measurably improved alignment and readability of numerical data across all reports.