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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

Try the prototype

The interactive prototype of the proposed redesign — click through it like the real app.

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.

The proposed redesign

Selected wireframes from the approved set. Click any image to enlarge.

Login
Dashboard
Item summary report
Report builder · columns
Report builder · schedule
Standard reports

The portal it replaced

The legacy reporting portal clients were working in — the starting point for the redesign. Registrant names and emails are blurred for privacy. Click to enlarge.

Inquiries report — registrant data blurred
Exhibitor allotment list — data blurred
Custom report builder — results blurred

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.