Reports Management Tool Redesign.

Simplifying a fragmented
reporting experience for recruiters.

CareerBuilder’s Applicant Tracking System had evolved through multiple legacy products, creating a fragmented reporting experience. Recruiters struggled to find reports, build custom ones, and return to information they used regularly.

I redesigned the reporting experience to make finding, creating, filtering, saving, and managing reports faster and more intuitive.

The Goal

Simplify reporting while making key candidate and requisition
information easier to access.

My Role

UX Design, Design Discovery, Heuristic Evaluation, Information Architecture, User Needs Analysis

team

Product, Engineering, Internal Recruiters

 

The challenge

Breaking through
legacy barriers.

The reporting experience had evolved across several legacy products, creating inconsistent navigation and making common reporting tasks harder than they needed to be.

Research and heuristic evaluation revealed four key problems

  1. Reports were difficult to find and understand.

  2. Saved and predefined reports were difficult to discover.

  3. Limited filtering made it harder to surface relevant information.

  4. Creating custom reports required too many screens and steps.

The reporting experience was spread across a legacy product ecosystem, creating inconsistent navigation and hierarchy.

 
 
 
 

Hidden reports + legacy reporting screen

Examples of the discoverability and workflow issues identified during evaluation.

 
 
 

the design challenge.

How might we make reporting easier to find, create, reuse, and understand
without adding more complexity to an already complex legacy system?

The redesign focused on
4 areas.

The approach.

  1. Simplify workflows
    R    educe unnecessary steps and screens for common reporting tasks.

  2. Improve discoverability
    Make saved, predefined, and custom reports easier to find.

  3. Surface context
    Make candidate and requisition information easier to understand within reports.

  4. Create consistency
    Align the experience with established patterns across the CareerBuilder ecosystem

 
 
 

the redesign

01 — A clearer
starting point.

Making reports easier to find
I reorganized the reporting dashboard around the primary ways recruiters approached reporting: finding an existing report, using a predefined report, or creating something custom.

Design decision

I brought the most relevant reporting paths forward so recruiters could get to the task they needed without navigating through multiple areas.

 
 

From setup to a reusable report

2 — A more connected custom-report workflow.

The original custom-report workflow spread report creation across multiple screens. I streamlined the experience into a more connected flow. Recruiters could define the information they needed, organize and filter results, and save the report for future use without rebuilding it each time.

Design decision

I brought report configuration into a single connected workflow, making it easier to shape the information recruiters needed, refine results, and save reports for future use.

Set Up | Columns | Group By | Filter | Save

 
 

03 — Making frequently used reports easier to return to.

Saved and predefined reports

Recruiters frequently relied on reports they had already created or reports provided by the system. The redesign created clearer paths for finding and running both.

Design decision

I brought saved and predefined reports into a clearer, more unified reporting experience so recruiters could quickly return to information they used regularly.

 

Find | Select | Run | View results

 
 
 

04 — Bringing
reporting
closer to the information recruiters need.

Reports are most useful when recruiters can understand the information and connect it to the work they are doing. I brought candidate and requisition context closer to the reporting experience to make results easier to interpret and act on.

Report Results | Candidate & Requisition Context

 
 

Feedback & Outcome

A simpler, more reusable
reporting experience.

I reviewed the redesigned experience with Product stakeholders and internal recruiting teams, focusing on report discovery, custom report creation, filtering, and saving.

The feedback reinforced three improvements:

  1. Simpler workflows
    Fewer unnecessary steps made common reporting tasks easier to complete.

  2. Better discoverability
    Saved and predefined reports became easier to locate and return to.

  3. More control
    Recruiters could filter and save custom reports for future use.

 

Before

 

after

 
 
 
 
 
““Before, we didn’t have a way to save custom reports. Now, we can filter and save reports for candidates and requisitions.””
— Product Manager
 

Validation

A meaningful improvement
for recruiters.

I reviewed the redesigned experience with product stakeholders and internal recruiting teams. The feedback reinforced three key improvements:

Simpler workflows

Fewer unnecessary steps and screens made common reporting tasks easier to complete.

Better discoverability

Saved and predefined reports became easier to locate and return to.

More control

Recruiters gained the ability to filter and save custom reports for future use.

 
 

Final takeaway

Turning a fragmented reporting experience into a clearer, more connected workflow

By improving information architecture, discoverability, filtering, and workflow simplicity, I made it easier for recruiters to find, create, manage, and reuse reports—turning a fragmented reporting experience into a more efficient and cohesive workflow.