![Image for Header of Credit Suisse [Page 2]](http://images.ctfassets.net/xooissnm36jt/5SoVCn6Zgxh07KsyOafvqR/ec3c75fe5622b391bc43fcb0f49b1a4b/Group_56.svg)
Self-Service Reporting Tool
Designing a responsive web tool to generate and share ad-hoc business reports.
![Larger Header Image for Credit Suisse [Page 2]](http://images.ctfassets.net/xooissnm36jt/4FeL5zHZ8EPLUwMBffIFHE/a9dc6401f6ae1444e1e09737409224f8/Banner__2_.svg)
![Larger Header Image for Credit Suisse [Page 2]](data:image/png;base64,iVBORw0KGgoAAAANSUhEUgAAAAEAAAABCAQAAAC1HAwCAAAAC0lEQVR42mNkYAAAAAYAAjCB0C8AAAAASUVORK5CYII=)
Self-Service Reporting Tool
Designing a responsive web tool to generate and share ad-hoc business reports.
![[Page 2] Image for Credit Suisse | The Challenge](http://images.ctfassets.net/xooissnm36jt/cdackIETUITz0xOplufz6/8f9dae4f3425996b91277b457c0596ac/medium-vecteezy_back-rear-view-focused-young-businessman-looking-at-computer_37747498_medium_1__2_.svg)
The Challenge
A leading global financial institution needed a user-friendly interface to help business teams generate custom reports on the fly—without depending on IT support.
The goal was to design a responsive dashboard application that allowed users to create, configure, and export data reports quickly and intuitively. The tool needed to support data visualizations, filtering, scheduling, and real-time previews across both desktop and tablet devices.
The Solution
We ran a UX design challenge to build a responsive web dashboard optimized for business reporting. The user flow covered all key actions: creating new projects, selecting data views (grids or charts), applying calculations and filters, previewing results, and exporting reports as PDFs.
Users could also build composite reports from saved modules. The design focused on simplicity, auto-suggestions, and real-time feedback, ensuring that reports could be built and shared in just a few clicks.
Challenge we ran:
• Dragonet Ad-Hoc Query Dashboard Responsive Design Challenge
36
Participants
20
Submissions
3
Winners
The Impact
The new interface enabled non-technical users to build and schedule custom reports independently. This reduced reliance on development teams, accelerated data-driven decisions, and empowered teams to access insights on demand from any device.
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