🏠 Overview › 🎯 Features ›🎯 Custom Reports

Custom Reports

Feature Detail

high complexity extracted Reporting & Export Confidence: 100%
17
Components
106
Shared
0
User Stories
Yes
Analyzed

Description

Custom Reports gives organization administrators and coordinators the ability to build ad-hoc reports by selecting dimensions, metrics, and filters beyond the fixed templates available in the Team Reports feature. Users can choose which data fields to include (activity type, peer mentor, contact, date, duration, expense status, etc.), apply multiple simultaneous filters, group results by different dimensions, and save report configurations for reuse. The feature serves advanced reporting needs that vary between organizations and cannot be anticipated with fixed templates, enabling each organization to extract the specific insights relevant to their operational model.

User Flow

Custom Reports user flow
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Analysis

Business Value

Different organizations track success differently. NHF measures activity distribution across 12 national associations and 1,400 local branches; HLF focuses on reimbursement compliance and certification status; Blindeforbundet tracks assignment thresholds and response times. No single fixed report template can serve all these needs simultaneously. Custom Reports removes the ceiling on analytical capability, allowing each organization to answer their own operational questions without requiring platform changes or support requests. For coordinators managing large peer mentor networks, the ability to slice data by multiple dimensions simultaneously — for example, activities by type AND association AND month — surfaces insights that aggregate views hide. This feature also strengthens the platform's commercial proposition, as organizations evaluating Meander against alternatives will compare reporting flexibility as a key criterion.

Implementation Notes

The report builder UI is implemented as a drag-and-drop or checkbox-based field selector built in React on the Next.js admin portal. The backend exposes a flexible query API that accepts a declarative report specification (selected fields, filter conditions, grouping keys, sort order) and executes a dynamically constructed SQL query against PostgreSQL. Query construction is handled by a server-side query builder class that validates the specification against an allowed-fields whitelist before generating SQL, preventing injection and ensuring tenant isolation. Saved report configurations are persisted in a report_configs table linked to organization_id and user_id. Exports to CSV and XLSX are supported for all custom reports. Query complexity limits (max joins, max result rows) are enforced to protect database performance. Role access: Org Admin can create and share report configs organization-wide; coordinators can create personal configs and view shared ones.

Components (123)

User Interface (7)

ui Field Selector Panel medium ui Filter Configuration Panel medium ui Report Builder Page high ui Report Builder Page high ui Report Results Table medium ui Saved Report Configurations Panel low ui Saved Reports List low

Service Layer (5)

service Custom Report Service high service Custom Report Service high service Report Configuration Persistence Service medium service Report Query Builder high service Report Query Builder Service high

Data Layer (3)

data Report Configuration Repository low data Report Configuration Store medium data Report Field Registry medium

Infrastructure (2)

infrastructure Query Complexity Guard medium infrastructure Report Query Guard medium

Shared Components

These components are reused across multiple features

Service Layer (34)

service Auth API Client medium Shared service Password Policy Validator low Shared service Permission Validation Middleware high Shared service Activity Service medium Shared service Event API Client low Shared service Event Repository Service medium Shared service File Upload Service high Shared service Expense Type Service high Shared service Contact Service medium Shared service STT Service medium Shared service Keyboard Navigation Service medium Shared service Screen Reader Support Service high Shared service Screen Reader Support Service high Shared service Localization Service medium Shared service Localization Service medium Shared service Repository Data Source Router high Shared service Role Scope Resolver low Shared service Audit Log Service medium Shared service Audit Log Service medium Shared service Report Access Control Service medium Shared service Export Audit Logger low Shared service Report Export Service medium Shared service Report Export Service medium Shared service Terminology Context Provider medium Shared service Terminology Service medium Shared service Terminology Service medium Shared service Feature Registry Loader low Shared service Hierarchy Access Control Service high Shared service Hierarchy Scope Resolver medium Shared service Association Service medium Shared service Audit Log Service high Shared service DPA Content Provider low Shared service Cookie Consent Service medium Shared service Cookie Consent Service medium Shared

Data Layer (22)

data Token Store low Shared data Token Store low Shared data Secure Token Store medium Shared data Secure Token Store medium Shared data Activity Store low Shared data Event List Cache Store low Shared data Expense Type Store medium Shared data Contact Store low Shared data Contact Store low Shared data Notes Store low Shared data Assignment Count Store low Shared data Push Token Repository low Shared data Notification Audit Log Store low Shared data Push Token Store low Shared data Push Token Store low Shared data Organization Impact Settings Repository low Shared data Accessibility Preferences Store low Shared data Local SQLite Database high Shared data Sync Queue medium Shared data Report Store high Shared data Mobile Terminology Store medium Shared data Security Metrics Repository medium Shared

Infrastructure (38)

infrastructure Keychain/Keystore Adapter low Shared infrastructure JWT Claims Extractor low Shared infrastructure Organization Labels Adapter low Shared infrastructure Keychain/Keystore Adapter low Shared infrastructure Auth API Client medium Shared infrastructure REST API Client medium Shared infrastructure WCAG Accessibility Adapter low Shared infrastructure Registration API Client low Shared infrastructure Accounting API Client high Shared infrastructure PDF Renderer Adapter medium Shared infrastructure File Share Adapter low Shared infrastructure FCM/APNs Adapter high Shared infrastructure Share Sheet Adapter low Shared infrastructure Share Plus Adapter low Shared infrastructure Platform Accessibility Bridge medium Shared infrastructure Semantics Override Adapter high Shared infrastructure URL Launcher Adapter low Shared infrastructure Markdown Content Renderer low Shared infrastructure Network Connectivity Monitor low Shared infrastructure Expense Receipt Storage Adapter low Shared infrastructure Audit Log Writer low Shared infrastructure Feature Flag Checker low Shared infrastructure Logo Upload Adapter low Shared infrastructure Terminology Constants Registry low Shared infrastructure Feature Flag Cache Adapter low Shared infrastructure Org Scope JWT Resolver medium Shared infrastructure Association Audit Logger low Shared infrastructure Token Blocklist medium Shared infrastructure Analytics Tracker low Shared infrastructure SEO Metadata Config low Shared infrastructure Analytics Tracker low Shared infrastructure Analytics Tracker low Shared infrastructure Sales Analytics Tracker low Shared infrastructure Email Provider Adapter low Shared infrastructure Terms of Service Content Provider low Shared infrastructure Legal PDF Asset Provider low Shared infrastructure Consent-Gated Script Loader low Shared infrastructure Legal Page Layout low Shared

User Stories

No user stories have been generated for this feature yet.