Custom Reports

As organizations mature their use of the platform, standard reports cover routine compliance needs but cannot answer strategic questions - which activities correlate with highest engagement, which peer mentors have the longest tenure, or which contact categories are growing. Custom Reports empowers org admins to answer these questions without requesting bespoke development. For NHF, which manages 12 national associations and 9 regions, the ability to slice data by organizational hierarchy is particularly valuable. This feature also reduces long-term support overhead by enabling organizations to self-serve analytical needs that would otherwise require platform team involvement.

Build a query builder UI in Next.js that constructs parameterized SQL via a safe intermediate representation - never concatenating raw user input into queries. The backend API should accept a structured report definition (selected columns, filter predicates, sort order) and return paginated results. Implement a saved_report_configurations table to persist definitions per organization. Export to CSV and XLSX from any custom report result set. Apply strict tenant scoping at the API layer so the query builder cannot reference other organizations' data. Given complexity, consider an incremental delivery: first ship a fixed set of selectable dimensions, then add arbitrary filter composition in a follow-up iteration within the same release cycle.