A one stop shop for all things Reporting.
The Analytics and Reporting Hub is a centralized workspace that consolidates reporting tools, live reports, and actionable insights into a single home for Authors and Admins. It is a high touchpoint product area with 75% of Workday’s user base interacting with them.
Role
User Research and Testing, Workshopping, Design and Prototyping
Tools
Figma, Miro, Jira
Team
Anna Chi, Developer, Product Manager
"I use the main search to find things, but it's a struggle if you don't remember the name. While reports are a bit easier to track down, I really struggle to find the right tasks.
I basically have to write the most important tasks down in my own personal notes."
— Customer, Workday Process Expert
Administrator
👨🏼💻
Responsible for system health, security, and troubleshooting errors.
Author
👩🏻💻
Responsible for building, testing, and scheduling complex reports for HR and Finance.
Facilitation
I led the team through two individual discovery activities and one collaborative group sketching session to align our mental models.
Synthesis
We identified 7 major themes of friction—ranging from Discoverability to Report Cleanliness—which served as our north star for the project’s scope.
🚧 Discoverability
🚧 Centralized Space
🚧 Usage Data
Integrate 3 Critical Components
Execution Tasks
Report Viewing
Actionable Analytics
Validating the Information Architecture
To test our initial navigation structure, I planned and moderated 10 research sessions with key customers. Participants ranged from Finance Managers to Workday Analysts (2–3 users per session).
The Activity
I presented a navigation label and asked users to verbally list what they expected to find within it before revealing our proposed list.
The Goal
This gap analysis confirmed where our hypothesis aligned with user expectations and highlighted missing content that needed to be added.
“I kind of know all the tasks that are available. So having them kind of in one space may not necessarily be as important to me… I would rather have things that told me about ‘Reports Created Recently’. That would be a time saving.”
— Financial Systems Specialist.
"The reason why I think it's important for me to be able to see who the top 10 most run reports is because we have certain groups that use a lot of Workday Reports, and then others that don't and we would like to understand both of these groups.
This will give me the opportunity to see in a really quick snapshot, without really having to go into running the report run history to take a look to see who's run it.”
— Reporting and Analytics Lead
"I use the main search to find things, but it's a struggle if you don't remember the name. While reports are a bit easier to track down, I really struggle to find the right tasks.
I basically have to write the most important tasks down in my own personal notes."
— Customer, Workday Process Expert
"Report housekeeping is an interesting challenge. Sometimes you build things and people don't use them again. They're just sitting in a drawer... It would be nice to see stats in terms of what users are actually using."
— Customer, HR Analytics Lead
"Having all the calculated field tasks in one place helps a lot. At the moment, every single one of those requires a separate search. Some we use every day, but others we use rarely and simply forget they exist."
— Customer, HR Data Manager
Massive Preview Adoption:
2,630 Unique Customers adoption
Before the official launch, the Hub saw incredible momentum with 2,630 unique customers adopting the feature in Preview.
Rapid Growth:
>100% month-over-month usage increase
We tracked a >100% month-over-month increase in monthly visitors from August to September during the preview phase alone.
Immediate Go-Live Success:
Feature enabled by 183 unique tenants
Within just 48 hours of the production launch, 183 unique enterprise tenants had already enabled the feature.
