Client reporting and action review / Interface design
Read the report.
Read the report.
Follow the variance.
We organised the reporting workspace around a financial summary, a variance view and the records beneath it.
A reader can move from the headline figure to the explanation without changing reporting context.
Explore the work ↓- PROJECT TYPE
- Interface design & front-end development
- DOMAIN
- Client reporting and action review
- DESIGN FOCUS
- Making a management report traceable and actionable
01 / THE DESIGN DECISION
A management figure needs an explanation.
We placed owned actions alongside the review rather than treating the report as a static presentation. The sample totals support inspection of the interface; they are not an account of client performance. The design makes the path from figure to record to next action visible.
02 / THE BUILD
The pages we designed.
The build brings september in focus, the gap, explained, a result you can trace, turn the report into a next step, three periods, one consistent view and the management perspective into one workspace.
The gap, explained
View the screen ↓A result you can trace
View the screen ↓Turn the report into a next step
View the screen ↓Three periods, one consistent view
View the screen ↓The management perspective
View the screen ↓03 / PROJECT NOTES
Project scope.
We designed and built 6 pages for this self-initiated project, including the layouts, responsive behaviour and front-end interactions. The interface uses sample business records.
The screenshots show authored interface states. Live accounts, operational integrations and production transactions are outside this portfolio build.
The gallery shows our rendered pages with identifying details masked.
06 / ON SCREENA closer look.
A closer look.
Page by page.
Start with the overview, then explore the details. These are screenshots of the original interface, with names, contact details and identifying information blurred for privacy.
6 views Select any view to explore
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Tell us what your customers or team need to do. We can help define the pages, records and interactions around that task.