🏠 Overview › 🧩 Components ›🧩 Custom Report Builder

Custom Report Builder

Component Detail

User Interface medium complexity frontend
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Integrations

Description

Visual builder interface for admins to define ad-hoc report templates. Provides drag-and-drop or form-based selection of dimensions, measures, and output formats without requiring SQL knowledge.

Feature: Custom Reports

custom-report-builder

Sources & reasoning

Custom Reports are listed in the canonical area taxonomy for admin-reporting. They are not part of the MVP or Core Product roadmap and are most consistent with the Phase 3 'Growth & Engagement' goal of extending platform capability beyond core operational needs.

  • admin-reporting | Reporting & Export | Team Reports, Bufdir Report Generation, Bufdir Export, Custom Reports

Responsibilities

  • Render dimension picker (role, association, activity type, period)
  • Render measure picker (counts, hours, reimbursement totals)
  • Allow output format selection and preview
  • Save and load report definitions per organization
  • Trigger report execution and display results

Interfaces

renderBuilder(orgId): ReactComponent
saveDefinition(definition): ReportDefinitionId
loadDefinition(definitionId): ReportDefinition
runReport(definitionId): ReportResult