# 3. Custom Reports & Dashboards

User Type: **Training Institute**
Source: *Mi Digital Academy - Education CRM Features Document*

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## 3. Custom Reports & Dashboards

### 3.1 Custom Report Builder
**What it does:** Lets the Training Institute build custom reports: the Institute selects the metrics, the dimensions, the filters, and the date range, and generates a report. The Institute can save the report for reuse. This gives the Institute flexible, self-serve analytics.

**Sub-features:**
- Custom report builder
- Select metrics and dimensions
- Apply filters
- Set the date range
- Generate the report
- Save the report for reuse
- Builder available on web and mobile
- Builder event logging (generated, saved)
- Audit logging of the custom report builder

**Training Institute User Journey:**
1. Training Institute opens the custom report builder.
2. Training Institute selects the metrics and dimensions.
3. Training Institute applies filters.
4. Training Institute sets the date range.
5. Training Institute generates the report.
6. Training Institute saves the report for reuse.
7. Training Institute opens Profile → "Activity" and confirms the builder events are recorded.

**Rules & Edge Cases:**
- A saved report can be re-run with the same settings.
- The report is limited to the institute's data.
- Builder events (generated, saved) are logged with the account and the timestamp.
- The custom report builder is audit-logged with the account and the timestamp.

### 3.2 Saved Reports & Sharing
**What it does:** Lets the Training Institute manage saved reports: the Institute views the list of saved reports, re-runs one, edits its settings, and shares it with other admins by link. The Institute sees the reports with their last-run time. This supports collaborative analytics.

**Sub-features:**
- Saved reports list
- Re-run a saved report
- Edit a saved report's settings
- Share a report by link
- Last-run time shown
- Delete a saved report
- Sharing available on web and mobile
- Sharing event logging (shared, re-run)
- Audit logging of the saved reports and sharing

**Training Institute User Journey:**
1. Training Institute opens the saved reports.
2. The saved reports list is shown.
3. Training Institute re-runs a saved report.
4. Training Institute edits a saved report's settings.
5. Training Institute shares a report by link.
6. The last-run time is shown.
7. Training Institute opens Profile → "Activity" and confirms the sharing events are recorded.

**Rules & Edge Cases:**
- The share link access is controlled to institute admins.
- A deleted report cannot be re-run.
- Sharing events (shared, re-run) are logged with the account and the timestamp.
- The saved reports and sharing is audit-logged with the account and the timestamp.

### 3.3 Custom Dashboard
**What it does:** Lets the Training Institute build a custom dashboard: the Institute adds report widgets, arranges them, and saves the dashboard as a home view. The Institute can create multiple dashboards and switch between them. This personalizes the analytics landing page.

**Sub-features:**
- Custom dashboard builder
- Add report widgets
- Arrange the widgets
- Save the dashboard
- Multiple dashboards supported
- Switch between dashboards
- Dashboard available on web and mobile
- Dashboard event logging (created, updated)
- Audit logging of the custom dashboard

**Training Institute User Journey:**
1. Training Institute opens the custom dashboard builder.
2. Training Institute adds report widgets.
3. Training Institute arranges the widgets.
4. Training Institute saves the dashboard.
5. Training Institute creates multiple dashboards.
6. Training Institute switches between dashboards.
7. Training Institute opens Profile → "Activity" and confirms the dashboard events are recorded.

**Rules & Edge Cases:**
- Multiple dashboards are supported.
- A dashboard is saved per admin user.
- Dashboard events (created, updated) are logged with the account and the timestamp.
- The custom dashboard is audit-logged with the account and the timestamp.