CustomReportBuilderPage
Component Detail
User Interface
medium complexity
frontend
0
Dependencies
0
Dependents
1
Entities
0
Integrations
Description
Interactive page where org admins construct bespoke report queries by selecting dimensions, date ranges, and data fields. Renders a dynamic form-based builder with live preview of selected report parameters. Provides controls to save, name, and export custom report configurations.
custom-report-builder-page
Sources & reasoning
Custom Reports is not named explicitly in the source but is implied by diverse per-org analytics needs across sections 2-3 and the admin portal's stated role in org-level dashboards (line 195). Blueprint assigns v1.1, reflecting that standard reporting must stabilize before custom capabilities are layered on. Phase 3 positioning in section 5 aligns with the growth-phase roadmap.
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docs/source/likeperson.md · line 195Coordinator and organization-level dashboards and KPIs
Responsibilities
- Render dimension and data field selectors driven by available metadata
- Manage date range and filter inputs with validation
- Display report preview or summary before full generation
- Trigger report generation and handle loading/error states
- Allow admins to save and name custom report configurations for reuse
Interfaces
loadAvailableDimensions(): Dimension[]
selectDimension(dimensionId: string): void
setDateRange(from: Date, to: Date): void
previewReport(config: ReportConfig): ReportPreview
generateReport(config: ReportConfig): void