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JR Joey Rodriguez
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Admin UX case study

XpressReports client portal

A proposed redesign of the reporting portal that Convention Data Services' clients and registration managers rely on — a full wireframe set that was approved for development.

Role
UX/UI design, wireframing
Company
Convention Data Services
Tools
Adobe XD, InVision
Status
Approved for development
XpressReports client portal proposed redesign

The project

XpressReports is the portal CDS clients and registration managers use to pull event and registration data. Like the other back-end tools in the suite, the existing version had grown dated and inconsistent. I was tasked with redesigning it — rethinking the experience from sign-in through everyday reporting so the platform would feel modern, legible, and consistent with the rest of CDS's products.

What I designed

I produced a complete set of wireframes for the proposed rebuild, covering the full surface of the portal: a cleaner login and dashboard, event search and registrant lookup with results and detailed registration/order info, and — the centerpiece — a custom report builder with column selection, sort order, scheduling, reset, and save-as, alongside standard reports, user management, and in-app help. The wireframes were approved for development; I moved on from CDS before implementation was completed, so this case study shows the approved design direction rather than a shipped build.

Existing portal vs proposed redesign

Each row pairs the existing portal (left) with my proposed redesign wireframe (right). Click any image to enlarge.

Login · Existing portal
Login · Proposed redesign
Dashboard · Existing portal
Dashboard · Proposed redesign
Report builder · Existing portal
Report builder · Proposed redesign
Reports · Existing portal
Reports · Proposed redesign

More of the proposed redesign

Additional wireframes from the approved set. Click to enlarge.

Item summary report
Report builder · sort order
Report builder · schedule
Report builder · save as
User management · report access
In-app help

Where it landed

The redesign earned cross-team sign-off and was approved to move into development — a strong signal that the direction solved real problems for the people who live in the tool. I transitioned out of CDS before it shipped, but the approved wireframes represent a complete, validated plan for a markedly clearer reporting experience.