Custom Reports

Description

Custom Reports allows org admins to define tailored report queries beyond the standardized Bufdir and team templates. Administrators select dimensions, date ranges, and data fields to produce org-specific analytics views not covered by fixed templates. The feature is deferred until standard reporting is stable, as requirements vary across organizations. It targets mature organizations needing deeper analytical capabilities to address internal KPIs beyond the standard compliance reporting offering.

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.

docs/source/likeperson.md · line 195

Coordinator and organization-level dashboards and KPIs

Analysis

Business Value

Custom Reports addresses the long-tail analytics needs of mature organizations with internal KPIs distinct from Bufdir compliance. HLF needs detailed reimbursement tracking, NHF needs multi-association activity distribution views, and Barnekreftforeningen needs family engagement metrics - none served by fixed Bufdir templates. A configurable report builder avoids per-org hardcoded templates, keeping the codebase clean while serving diverse needs. This increases platform stickiness for long-term customers who invest in tailoring reporting to their internal workflows.

Implementation Notes

Custom Reports should be implemented as a query builder UI backed by a parameterized server-side report engine. The builder must restrict selectable fields to those within the org's data scope, preventing cross-tenant exposure. Saved reports allow admins to define once and rerun with updated date ranges. For v1.1, a simple column-and-filter selector is preferable over a full drag-and-drop BI designer. The implementation reuses the aggregation layer from Team Reports and Bufdir Report Generation. Export of custom results follows the same file-storage and audit-logging pattern as Bufdir Export.