The Tax Practitioners Board (TPB) is a national statutory body responsible for the registration and regulation of tax agents, BAS agents, and tax (financial) advisers in Australia.
While the TPB is independent of the Australian Taxation Office (ATO), the two agencies work together to maintain the integrity of the tax system.
Staff using an internal dashboard needed a method to view at a glance meaningful statistics, and download reports reflecting the statistics.
I was asked to design a dashboard widget that would be able to present a range of options to select from, display statistics for comparison numerically and statistically, and to provide a download option of the data selected.
I met with the SME to understand the statistics that would be retrievable from the system via API.
These notes formed the basis of the requirements for the widget.
I converted the requirements into individual mockups to present back to the SME to confirm understanding.
Using an iPad Pro (and a coffee), I began to sketch and explore what the widget might look like.
Synthesizing the feedback from discussions with the SME (and PO), I did some further designs on each of the required data types.
The final widget design combines the various screens into a single display. It does this by allowing for filtering by a range of criteria, selecting multiple options of the criteria selected, then selecting a given time period. The selected data can then be exported in PDF or Excel format.
