Build Custom Reports and Dashboards

Report Builder Framework

Step 1: Report Builder Architecture

`
SLOS → Advanced → Reporting → Report Builder
`

Report Builder Architecture:
`json
{
“report_builder”: {
“components”: {
“datasourcemanager”: {
“description”: “Manages connections to various data sources”,
“supported_sources”: [“database”, “api”, “files”, “analytics”],
“connection_types”: [“direct”, “cached”, “streamed”]
},
“query_builder”: {
“description”: “Visual query construction interface”,
“querytypes”: [“SQL”, “nocode”, “template_based”],
“validation”: “real_time”,
“optimization”: “automatic”
},
“visualization_engine”: {
“description”: “Chart and graph generation”,
“chart_types”: [“bar”, “line”, “pie”, “scatter”, “heatmap”, “gauge”],
“interactivity”: “full”,
“responsiveness”: “adaptive”
},
“layout_engine”: {
“description”: “Report layout and formatting”,
“templates”: “customizable”,
“responsive_design”: true,
“branding_support”: true
},
“export_engine”: {
“description”: “Multi-format export capabilities”,
“formats”: [“PDF”, “Excel”, “CSV”, “JSON”, “HTML”],
“scheduling”: “automated”,
“distribution”: “multi_channel”
}
},
“capabilities”: {
“dragdropinterface”: true,
“realtimepreview”: true,
“collaborative_editing”: true,
“version_control”: true,
“access_control”: “granular”
}
},
“report_types”: {
“operational_reports”: “Daily operational metrics and KPIs”,
“compliance_reports”: “Regulatory compliance and audit reports”,
“analytical_reports”: “Trend analysis and predictive insights”,
“executive_dashboards”: “High-level business intelligence”,
“custom_reports”: “User-defined reports and visualizations”
}
}
`

Step 2: Report Builder Implementation

`php
// Advanced report builder with drag-and-drop interface
class ReportBuilder {
private $data_sources = [];
private $visualization_components = [];
private $layout_templates = [];
private $user_reports = [];

public function __construct() {
$this->initializeDataSources();
$this->loadVisualizationComponents();
$this->loadLayoutTemplates();
}

private function initializeDataSources() {
$this->data_sources = [
‘consent_data’ => [
‘type’ => ‘database’,
‘table’ => ‘wpslosuser_consent’,
‘fields’ => [
‘user_id’ => ‘User ID’,
‘consent_given’ => ‘Consent Given’,
‘consent_withdrawn’ => ‘Consent Withdrawn’,
‘consent_categories’ => ‘Categories’,
‘timestamp’ => ‘Timestamp’
],
‘filters’ => [‘daterange’, ‘categories’, ‘usertype’]
],
‘analytics_data’ => [
‘type’ => ‘analytics_api’,
‘endpoint’ => ‘/api/v1/analytics’,
‘metrics’ => [
‘page_views’ => ‘Page Views’,
‘session_duration’ => ‘Session Duration’,
‘bounce_rate’ => ‘Bounce Rate’,
‘conversion_rate’ => ‘Conversion Rate’
],
‘dimensions’ => [‘date’, ‘device_type’, ‘location’, ‘referrer’]
],
‘compliance_data’ => [
‘type’ => ‘database’,
‘table’ => ‘wpsloscompliance_log’,
‘fields’ => [
‘violation_type’ => ‘Violation Type’,
‘severity’ => ‘Severity’,
‘user_id’ => ‘User ID’,
‘timestamp’ => ‘Timestamp’,
‘resolution_status’ => ‘Resolution Status’
],
‘filters’ => [‘severity’, ‘daterange’, ‘violationtype’]
],
‘performance_data’ => [
‘type’ => ‘metrics_api’,
‘endpoint’ => ‘/api/v1/metrics’,
‘metrics’ => [
‘response_time’ => ‘Response Time’,
‘error_rate’ => ‘Error Rate’,
‘throughput’ => ‘Throughput’,
‘uptime’ => ‘Uptime’
],
‘dimensions’ => [‘endpoint’, ‘time_range’, ‘server’]
]
];
}

private function loadVisualizationComponents() {
$this->visualization_components = [
‘bar_chart’ => [
‘name’ => ‘Bar Chart’,
‘category’ => ‘comparison’,
‘dimensions’ => [‘xaxis’, ‘yaxis’],
‘options’ => [‘orientation’, ‘colors’, ‘stacked’],
‘data_requirements’ => [‘categorical’, ‘numerical’]
],
‘line_chart’ => [
‘name’ => ‘Line Chart’,
‘category’ => ‘trend’,
‘dimensions’ => [‘xaxis’, ‘yaxis’],
‘options’ => [‘smoothing’, ‘markers’, ‘area_fill’],
‘datarequirements’ => [‘timeseries’, ‘numerical’]
],
‘pie_chart’ => [
‘name’ => ‘Pie Chart’,
‘category’ => ‘composition’,
‘dimensions’ => [‘categories’, ‘values’],
‘options’ => [‘donutstyle’, ‘legendposition’, ‘colors’],
‘data_requirements’ => [‘categorical’, ‘numerical’]
],
‘scatter_plot’ => [
‘name’ => ‘Scatter Plot’,
‘category’ => ‘correlation’,
‘dimensions’ => [‘xaxis’, ‘yaxis’, ‘bubble_size’],
‘options’ => [‘trend_line’, ‘quadrants’, ‘colors’],
‘data_requirements’ => [‘numerical’, ‘numerical’]
],
‘heatmap’ => [
‘name’ => ‘Heatmap’,
‘category’ => ‘density’,
‘dimensions’ => [‘xaxis’, ‘yaxis’, ‘intensity’],
‘options’ => [‘color_scale’, ‘clustering’, ‘annotations’],
‘data_requirements’ => [‘categorical’, ‘categorical’, ‘numerical’]
],
‘gauge_chart’ => [
‘name’ => ‘Gauge Chart’,
‘category’ => ‘kpi’,
‘dimensions’ => [‘value’, ‘target’, ‘thresholds’],
‘options’ => [‘ranges’, ‘colors’, ‘labels’],
‘data_requirements’ => [‘numerical’, ‘numerical’]
],
‘table’ => [
‘name’ => ‘Data Table’,
‘category’ => ‘detail’,
‘dimensions’ => [‘columns’, ‘rows’],
‘options’ => [‘sorting’, ‘filtering’, ‘pagination’, ‘export’],
‘data_requirements’ => [‘any’]
],
‘metric_card’ => [
‘name’ => ‘Metric Card’,
‘category’ => ‘kpi’,
‘dimensions’ => [‘value’, ‘label’, ‘change’],
‘options’ => [‘icon’, ‘color’, ‘formatting’],
‘data_requirements’ => [‘numerical’, ‘text’]
]
];
}

private function loadLayoutTemplates() {
$this->layout_templates = [
‘single_page’ => [
‘name’ => ‘Single Page Report’,
‘layout’ => ‘full_width’,
‘sections’ => [‘header’, ‘content’, ‘footer’],
‘max_components’ => 10
],
‘dashboard’ => [
‘name’ => ‘Executive Dashboard’,
‘layout’ => ‘grid’,
‘sections’ => [‘kpirow’, ‘chartsgrid’, ‘details_table’],
‘max_components’ => 20
],
‘detailed_report’ => [
‘name’ => ‘Detailed Analytical Report’,
‘layout’ => ‘multi_page’,
‘sections’ => [‘executivesummary’, ‘detailedanalysis’, ‘recommendations’, ‘appendix’],
‘max_components’ => 50
],
‘mobile_report’ => [
‘name’ => ‘Mobile-Optimized Report’,
‘layout’ => ‘responsive’,
‘sections’ => [‘compactheader’, ‘stackedcontent’],
‘max_components’ => 8
]
];
}

public function createReport($report_config) {
$report_id = $this->generateReportId();

// Validate report configuration
$this->validateReportConfig($report_config);

// Create report structure
$report = [
‘id’ => $report_id,
‘name’ => $report_config[‘name’],
‘description’ => $report_config[‘description’],
‘template’ => $report_config[‘template’],
‘datasources’ => $reportconfig[‘data_sources’],
‘components’ => $report_config[‘components’],
‘layout’ => $report_config[‘layout’],
‘filters’ => $report_config[‘filters’] ?? [],
‘permissions’ => $report_config[‘permissions’] ?? [],
‘createdby’ => getcurrentuserid(),
‘created_at’ => time(),
‘version’ => 1
];

// Save report
$this->saveReport($report);

return $report_id;
}

public function updateReport($report_id, $updates) {
if (!isset($this->userreports[$reportid])) {
$this->userreports[$reportid] = $this->loadReport($report_id);
}

$report = $this->userreports[$reportid];

// Apply updates
foreach ($updates as $key => $value) {
if ($key === ‘components’) {
$this->validateComponents($value);
}
$report[$key] = $value;
}

$report[‘updated_at’] = time();
$report[‘version’]++;

// Save updated report
$this->saveReport($report);

return $report;
}

public function renderReport($report_id, $parameters = []) {
$report = $this->loadReport($report_id);

// Apply parameters and filters
$filtered_params = $this->applyFilters($report, $parameters);

// Fetch data for all components
$componentdata = $this->fetchComponentData($report[‘components’], $filteredparams);

// Generate visualizations
$visualizations = $this->generateVisualizations($report[‘components’], $component_data);

// Apply layout template
$layout = $this->applyLayoutTemplate($report[‘template’], $visualizations, $report);

return $layout;
}

public function exportReport($report_id, $format, $parameters = []) {
$renderedreport = $this->renderReport($reportid, $parameters);

switch ($format) {
case ‘pdf’:
return $this->exportToPDF($rendered_report);
case ‘excel’:
return $this->exportToExcel($rendered_report);
case ‘csv’:
return $this->exportToCSV($rendered_report);
case ‘json’:
return jsonencode($renderedreport);
default:
throw new Exception(“Unsupported export format: {$format}”);
}
}

public function shareReport($report_id, $recipients, $permissions = []) {
$report = $this->loadReport($report_id);

// Create sharing record
$shareid = $this->createShareRecord($reportid, $recipients, $permissions);

// Send notification emails
$this->sendShareNotifications($report, $recipients, $share_id);

return $share_id;
}

public function duplicateReport($reportid, $newname = null) {
$originalreport = $this->loadReport($reportid);

$duplicatedreport = $originalreport;
$duplicated_report[‘id’] = $this->generateReportId();
$duplicatedreport[‘name’] = $newname ?: $original_report[‘name’] . ‘ (Copy)’;
$duplicatedreport[‘createdby’] = getcurrentuser_id();
$duplicatedreport[‘createdat’] = time();
$duplicated_report[‘version’] = 1;
unset($duplicatedreport[‘updatedat’]);

$this->saveReport($duplicated_report);

return $duplicated_report[‘id’];
}

public function getReportMetadata($report_id) {
$report = $this->loadReport($report_id);

return [
‘id’ => $report[‘id’],
‘name’ => $report[‘name’],
‘description’ => $report[‘description’],
‘template’ => $report[‘template’],
‘datasources’ => arraykeys($report[‘data_sources’]),
‘component_count’ => count($report[‘components’]),
‘createdby’ => $report[‘createdby’],
‘createdat’ => $report[‘createdat’],
‘updatedat’ => $report[‘updatedat’] ?? null,
‘version’ => $report[‘version’]
];
}

// Component management methods
public function addComponent($reportid, $componentconfig) {
$this->validateComponent($component_config);

$report = $this->loadReport($report_id);
$report[‘components’][] = $component_config;

$this->saveReport($report);

return count($report[‘components’]) – 1; // Return component index
}

public function updateComponent($reportid, $componentindex, $updates) {
$report = $this->loadReport($report_id);

if (!isset($report[‘components’][$component_index])) {
throw new Exception(‘Component not found’);
}

$component = $report[‘components’][$component_index];

// Apply updates
foreach ($updates as $key => $value) {
$component[$key] = $value;
}

// Re-validate component
$this->validateComponent($component);

$report[‘components’][$component_index] = $component;
$this->saveReport($report);

return true;
}

public function removeComponent($reportid, $componentindex) {
$report = $this->loadReport($report_id);

if (!isset($report[‘components’][$component_index])) {
throw new Exception(‘Component not found’);
}

arraysplice($report[‘components’], $componentindex, 1);
$this->saveReport($report);

return true;
}

// Data source methods
public function addDataSource($reportid, $datasource_config) {
$this->validateDataSource($datasourceconfig);

$report = $this->loadReport($report_id);
$datasourceid = ‘ds_’ . time();
$report[‘datasources’][$datasourceid] = $datasource_config;

$this->saveReport($report);

return $datasourceid;
}

public function testDataSource($datasourceconfig) {
try {
$this->validateDataSource($datasourceconfig);

// Attempt to connect and fetch sample data
$sampledata = $this->fetchDataSourceSample($datasource_config);

return [
‘success’ => true,
‘sampledata’ => $sampledata,
‘fieldcount’ => count($sampledata[0] ?? [])
];
} catch (Exception $e) {
return [
‘success’ => false,
‘error’ => $e->getMessage()
];
}
}

// Validation methods
private function validateReportConfig($config) {
$requiredfields = [‘name’, ‘template’, ‘datasources’, ‘components’];

foreach ($required_fields as $field) {
if (!isset($config[$field])) {
throw new Exception(“Missing required field: {$field}”);
}
}

if (!isset($this->layout_templates[$config[‘template’]])) {
throw new Exception(“Invalid template: {$config[‘template’]}”);
}

$this->validateComponents($config[‘components’]);
$this->validateDataSources($config[‘data_sources’]);
}

private function validateComponents($components) {
foreach ($components as $component) {
$this->validateComponent($component);
}
}

private function validateComponent($component) {
if (!isset($component[‘type’]) || !isset($this->visualization_components[$component[‘type’]])) {
throw new Exception(“Invalid component type: {$component[‘type’]}”);
}

// Check required dimensions
$componenttype = $this->visualizationcomponents[$component[‘type’]];
foreach ($component_type[‘dimensions’] as $dimension) {
if (!isset($component[$dimension])) {
throw new Exception(“Missing required dimension: {$dimension}”);
}
}
}

private function validateDataSources($data_sources) {
foreach ($datasources as $datasource) {
$this->validateDataSource($data_source);
}
}

private function validateDataSource($data_source) {
if (!isset($datasource[‘type’]) || !isset($this->datasources[$data_source[‘type’]])) {
throw new Exception(“Invalid data source type: {$data_source[‘type’]}”);
}

// Additional validation based on data source type
$sourcetype = $this->datasources[$data_source[‘type’]];
// … validation logic
}

// Data fetching methods
private function fetchComponentData($components, $parameters) {
$component_data = [];

foreach ($components as $index => $component) {
$component_data[$index] = $this->fetchSingleComponentData($component, $parameters);
}

return $component_data;
}

private function fetchSingleComponentData($component, $parameters) {
$datasource = $component[‘datasource’];
$query_config = $component[‘query’];

// Build query based on component requirements
$query = $this->buildComponentQuery($query_config, $parameters);

// Execute query
return $this->executeDataSourceQuery($data_source, $query);
}

private function buildComponentQuery($query_config, $parameters) {
// Build query based on component configuration
// This would include field selection, filtering, aggregation, etc.
return $query_config; // Simplified
}

private function executeDataSourceQuery($data_source, $query) {
// Execute query against the specified data source
// This would connect to databases, APIs, etc.
return []; // Placeholder
}

// Visualization methods
private function generateVisualizations($components, $component_data) {
$visualizations = [];

foreach ($components as $index => $component) {
$data = $component_data[$index];
$visualizations[$index] = $this->generateVisualization($component, $data);
}

return $visualizations;
}

private function generateVisualization($component, $data) {
$component_type = $component[‘type’];
$visualizationconfig = $this->visualizationcomponents[$component_type];

// Generate visualization using Chart.js or similar
return [
‘type’ => $component_type,
‘data’ => $data,
‘config’ => $component[‘config’] ?? [],
‘html’ => $this->renderVisualizationHTML($component_type, $data, $component[‘config’] ?? [])
];
}

private function renderVisualizationHTML($type, $data, $config) {
// Render HTML for visualization component
// In practice, this would use a templating system
return “

“;
}

// Layout methods
private function applyLayoutTemplate($template_name, $visualizations, $report) {
$template = $this->layouttemplates[$templatename];

// Apply template to organize visualizations
return [
‘template’ => $template_name,
‘layout’ => $template[‘layout’],
‘sections’ => $this->organizeVisualizationsIntoSections($visualizations, $template),
‘metadata’ => [
‘report_name’ => $report[‘name’],
‘generated_at’ => date(‘Y-m-d H:i:s’),
‘component_count’ => count($visualizations)
]
];
}

private function organizeVisualizationsIntoSections($visualizations, $template) {
$sections = [];

foreach ($template[‘sections’] as $section_name) {
$sections[$section_name] = [];
}

// Distribute visualizations across sections
$section_index = 0;
foreach ($visualizations as $index => $visualization) {
$sectionname = $template[‘sections’][$sectionindex % count($template[‘sections’])];
$sections[$section_name][] = $visualization;
$section_index++;
}

return $sections;
}

// Export methods
private function exportToPDF($report_data) {
// Use TCPDF or similar to generate PDF
require_once ‘vendor/tcpdf/tcpdf.php’;

$pdf = new TCPDF();
$pdf->AddPage();
$pdf->SetFont(‘helvetica’, ”, 12);

// Add report content
$pdf->writeHTML($this->renderReportHTML($report_data));

return $pdf->Output(”, ‘S’);
}

private function exportToExcel($report_data) {
// Use PhpSpreadsheet to generate Excel
require_once ‘vendor/phpoffice/phpspreadsheet/src/Bootstrap.php’;

$spreadsheet = new \PhpOffice\PhpSpreadsheet\Spreadsheet();

// Add report data to spreadsheet
$this->populateSpreadsheet($spreadsheet, $report_data);

$writer = new \PhpOffice\PhpSpreadsheet\Writer\Xlsx($spreadsheet);
ob_start();
$writer->save(‘php://output’);
return obgetclean();
}

private function exportToCSV($report_data) {
$output = fopen(‘php://temp’, ‘r+’);

// Convert report data to CSV format
$this->writeReportToCSV($output, $report_data);

rewind($output);
$csv = streamgetcontents($output);
fclose($output);

return $csv;
}

// Persistence methods
private function saveReport($report) {
global $wpdb;

$tablename = ‘wpslos_reports’;

$wpdb->replace($table_name, [
‘id’ => $report[‘id’],
‘name’ => $report[‘name’],
‘description’ => $report[‘description’],
‘config’ => json_encode($report),
‘createdby’ => $report[‘createdby’],
‘createdat’ => date(‘Y-m-d H:i:s’, $report[‘createdat’]),
‘updatedat’ => isset($report[‘updatedat’]) ? date(‘Y-m-d H:i:s’, $report[‘updated_at’]) : null,
‘version’ => $report[‘version’]
]);

$this->user_reports[$report[‘id’]] = $report;
}

private function loadReport($report_id) {
if (isset($this->userreports[$reportid])) {
return $this->userreports[$reportid];
}

global $wpdb;

$tablename = ‘wpslos_reports’;
$reportdata = $wpdb->getrow($wpdb->prepare(
“SELECT * FROM {$table_name} WHERE id = %s”,
$report_id
));

if (!$report_data) {
throw new Exception(‘Report not found’);
}

$report = jsondecode($reportdata->config, true);
$this->userreports[$reportid] = $report;

return $report;
}

// Utility methods
private function generateReportId() {
return ‘report‘ . time() . ‘‘ . wpgeneratepassword(8, false);
}

private function createShareRecord($report_id, $recipients, $permissions) {
// Create database record for report sharing
return ‘share_’ . time();
}

private function sendShareNotifications($report, $recipients, $share_id) {
// Send email notifications to recipients
}

private function renderReportHTML($report_data) {
// Render report as HTML
return ‘

Report

‘;
}

private function populateSpreadsheet($spreadsheet, $report_data) {
// Populate spreadsheet with report data
}

private function writeReportToCSV($handle, $report_data) {
// Write report data to CSV
}

private function fetchDataSourceSample($config) {
// Fetch sample data from data source
return [];
}
}
`

Dashboard Framework

Step 1: Interactive Dashboard Builder

`
SLOS → Advanced → Reporting → Dashboard Framework
`

Dashboard Framework:
`json
{
“dashboard_framework”: {
“architecture”: {
“realtimeupdates”: {
“websocket_support”: true,
“polling_fallback”: true,
“update_frequency”: “configurable”,
“data_compression”: “enabled”
},
“responsive_layout”: {
“gridsystem”: “12column”,
“breakpointsystem”: “mobilefirst”,
“component_sizing”: “flexible”,
“auto_layout”: “intelligent”
},
“interactivity”: {
“drilldown”: “multilevel”,
“cross_filtering”: “automatic”,
“parameter_controls”: “dynamic”,
“context_menus”: “rich”
},
“performance”: {
“lazy_loading”: “enabled”,
“cachingstrategy”: “multilayer”,
“data_virtualization”: “automatic”,
“renderoptimization”: “gpuaccelerated”
}
},
“dashboard_types”: {
“executive_dashboard”: {
“focus”: “highlevelkpis”,
“audience”: “executives”,
“refresh_rate”: “hourly”,
“components”: [“kpicards”, “trendcharts”, “status_indicators”]
},
“operational_dashboard”: {
“focus”: “realtimeoperations”,
“audience”: “operators”,
“refreshrate”: “realtime”,
“components”: [“livecharts”, “alertpanels”, “control_interfaces”]
},
“analytical_dashboard”: {
“focus”: “data_exploration”,
“audience”: “analysts”,
“refreshrate”: “ondemand”,
“components”: [“advancedcharts”, “filterpanels”, “drilldowntables”]
}
}
},
“dashboard_capabilities”: {
“custom_widgets”: true,
“theme_customization”: true,
“user_preferences”: true,
“collaboration”: true,
“mobile_optimization”: true
}
}
`

Step 2: Dashboard Engine Implementation

`php
// Advanced interactive dashboard engine
class DashboardEngine {
private $dashboards = [];
private $widgets = [];
private $data_connectors = [];
private $layout_manager = null;

public function __construct() {
$this->layout_manager = new DashboardLayoutManager();
$this->initializeWidgets();
$this->setupDataConnectors();
}

private function initializeWidgets() {
$this->widgets = [
‘kpi_card’ => [
‘name’ => ‘KPI Card’,
‘category’ => ‘metrics’,
‘config’ => [
‘metric’ => ‘required’,
‘format’ => ‘number|currency|percentage’,
‘thresholds’ => ‘optional’,
‘trend_indicator’ => ‘boolean’
],
‘template’ => ‘kpi_card.twig’,
‘real_time’ => true
],
‘line_chart’ => [
‘name’ => ‘Line Chart’,
‘category’ => ‘trends’,
‘config’ => [
‘x_axis’ => ‘required’,
‘y_axis’ => ‘required’,
‘data_source’ => ‘required’,
‘time_range’ => ‘optional’
],
‘template’ => ‘line_chart.twig’,
‘real_time’ => true
],
‘bar_chart’ => [
‘name’ => ‘Bar Chart’,
‘category’ => ‘comparison’,
‘config’ => [
‘categories’ => ‘required’,
‘values’ => ‘required’,
‘orientation’ => ‘horizontal|vertical’,
‘stacked’ => ‘boolean’
],
‘template’ => ‘bar_chart.twig’,
‘real_time’ => false
],
‘gauge_chart’ => [
‘name’ => ‘Gauge Chart’,
‘category’ => ‘status’,
‘config’ => [
‘value’ => ‘required’,
‘min’ => ‘number’,
‘max’ => ‘number’,
‘thresholds’ => ‘array’
],
‘template’ => ‘gauge_chart.twig’,
‘real_time’ => true
],
‘data_table’ => [
‘name’ => ‘Data Table’,
‘category’ => ‘detail’,
‘config’ => [
‘columns’ => ‘required’,
‘data_source’ => ‘required’,
‘pagination’ => ‘boolean’,
‘sorting’ => ‘boolean’,
‘filtering’ => ‘boolean’
],
‘template’ => ‘data_table.twig’,
‘real_time’ => false
],
‘alert_panel’ => [
‘name’ => ‘Alert Panel’,
‘category’ => ‘monitoring’,
‘config’ => [
‘alert_types’ => ‘array’,
‘severity_filter’ => ‘optional’,
‘auto_refresh’ => ‘boolean’
],
‘template’ => ‘alert_panel.twig’,
‘real_time’ => true
],
‘filter_panel’ => [
‘name’ => ‘Filter Panel’,
‘category’ => ‘controls’,
‘config’ => [
‘filters’ => ‘required’,
‘layout’ => ‘horizontal|vertical’,
‘collapsible’ => ‘boolean’
],
‘template’ => ‘filter_panel.twig’,
‘real_time’ => false
]
];
}

private function setupDataConnectors() {
$this->data_connectors = [
‘database’ => new DatabaseConnector(),
‘api’ => new APIConnector(),
‘realtime’ => new RealTimeDataConnector(),
‘cached’ => new CachedDataConnector()
];
}

public function createDashboard($config) {
$dashboard_id = $this->generateDashboardId();

$dashboard = [
‘id’ => $dashboard_id,
‘name’ => $config[‘name’],
‘description’ => $config[‘description’],
‘layout’ => $config[‘layout’],
‘widgets’ => $config[‘widgets’],
‘datasources’ => $config[‘datasources’],
‘permissions’ => $config[‘permissions’] ?? [],
‘settings’ => $config[‘settings’] ?? [],
‘createdby’ => getcurrentuserid(),
‘created_at’ => time(),
‘version’ => 1
];

$this->validateDashboard($dashboard);
$this->saveDashboard($dashboard);

return $dashboard_id;
}

public function renderDashboard($dashboardid, $userid = null, $parameters = []) {
$dashboard = $this->loadDashboard($dashboard_id);

// Check permissions
if (!$this->checkDashboardPermissions($dashboard, $user_id)) {
throw new Exception(‘Access denied to dashboard’);
}

// Apply user parameters
$dashboard = $this->applyParameters($dashboard, $parameters);

// Fetch widget data
$widget_data = $this->fetchDashboardData($dashboard);

// Generate widget HTML
$widgetshtml = $this->renderWidgets($dashboard[‘widgets’], $widgetdata);

// Apply layout
$layouthtml = $this->layoutmanager->applyLayout(
$dashboard[‘layout’],
$widgets_html,
$dashboard
);

// Add dashboard framework
$dashboardhtml = $this->wrapDashboardHTML($layouthtml, $dashboard);

return $dashboard_html;
}

public function updateDashboard($dashboard_id, $updates) {
$dashboard = $this->loadDashboard($dashboard_id);

foreach ($updates as $key => $value) {
if ($key === ‘widgets’) {
$this->validateWidgets($value);
}
$dashboard[$key] = $value;
}

$dashboard[‘updated_at’] = time();
$dashboard[‘version’]++;

$this->validateDashboard($dashboard);
$this->saveDashboard($dashboard);

return true;
}

public function addWidget($dashboardid, $widgetconfig) {
$this->validateWidget($widget_config);

$dashboard = $this->loadDashboard($dashboard_id);
$dashboard[‘widgets’][] = $widget_config;

$this->saveDashboard($dashboard);

return count($dashboard[‘widgets’]) – 1;
}

public function updateWidget($dashboardid, $widgetindex, $updates) {
$dashboard = $this->loadDashboard($dashboard_id);

if (!isset($dashboard[‘widgets’][$widget_index])) {
throw new Exception(‘Widget not found’);
}

$widget = $dashboard[‘widgets’][$widget_index];

foreach ($updates as $key => $value) {
$widget[$key] = $value;
}

$this->validateWidget($widget);
$dashboard[‘widgets’][$widget_index] = $widget;

$this->saveDashboard($dashboard);

return true;
}

public function removeWidget($dashboardid, $widgetindex) {
$dashboard = $this->loadDashboard($dashboard_id);

if (!isset($dashboard[‘widgets’][$widget_index])) {
throw new Exception(‘Widget not found’);
}

arraysplice($dashboard[‘widgets’], $widgetindex, 1);
$this->saveDashboard($dashboard);

return true;
}

public function getDashboardData($dashboardid, $widgetid = null) {
$dashboard = $this->loadDashboard($dashboard_id);

if ($widget_id) {
// Return data for specific widget
$widgetconfig = $this->findWidgetById($dashboard[‘widgets’], $widgetid);
return $this->fetchWidgetData($widget_config);
} else {
// Return data for all widgets
return $this->fetchDashboardData($dashboard);
}
}

public function duplicateDashboard($dashboardid, $newname = null) {
$original = $this->loadDashboard($dashboard_id);

$duplicate = $original;
$duplicate[‘id’] = $this->generateDashboardId();
$duplicate[‘name’] = $new_name ?: $original[‘name’] . ‘ (Copy)’;
$duplicate[‘createdby’] = getcurrentuserid();
$duplicate[‘created_at’] = time();
$duplicate[‘version’] = 1;
unset($duplicate[‘updated_at’]);

$this->saveDashboard($duplicate);

return $duplicate[‘id’];
}

public function exportDashboard($dashboard_id, $format = ‘json’) {
$dashboard = $this->loadDashboard($dashboard_id);

switch ($format) {
case ‘json’:
return json_encode($dashboard);
case ‘yaml’:
return yaml_emit($dashboard);
default:
throw new Exception(“Unsupported export format: {$format}”);
}
}

public function importDashboard($dashboard_data, $format = ‘json’) {
if ($format === ‘json’) {
$dashboard = jsondecode($dashboarddata, true);
} elseif ($format === ‘yaml’) {
$dashboard = yamlparse($dashboarddata);
} else {
throw new Exception(“Unsupported import format: {$format}”);
}

// Generate new ID and clean up
$dashboard[‘id’] = $this->generateDashboardId();
$dashboard[‘createdby’] = getcurrentuserid();
$dashboard[‘created_at’] = time();
$dashboard[‘version’] = 1;
unset($dashboard[‘updated_at’]);

$this->validateDashboard($dashboard);
$this->saveDashboard($dashboard);

return $dashboard[‘id’];
}

// Real-time update methods
public function enableRealTimeUpdates($dashboardid, $updateinterval = 30) {
$dashboard = $this->loadDashboard($dashboard_id);

$dashboard[‘settings’][‘real_time’] = [
‘enabled’ => true,
‘interval’ => $update_interval,
‘websocket_support’ => true
];

$this->saveDashboard($dashboard);

// Register real-time update hooks
addaction(“slosdashboardupdate{$dashboard_id}”, [$this, ‘processRealTimeUpdate’]);

return true;
}

public function processRealTimeUpdate($dashboard_id) {
$dashboard = $this->loadDashboard($dashboard_id);

// Check which widgets need updating
$widgetstoupdate = array_filter($dashboard[‘widgets’], function($widget) {
return $this->widgets[$widget[‘type’]][‘real_time’] ?? false;
});

if (empty($widgetstoupdate)) {
return;
}

// Fetch updated data
$updated_data = [];
foreach ($widgetstoupdate as $index => $widget) {
$updated_data[$index] = $this->fetchWidgetData($widget);
}

// Send real-time update to connected clients
$this->broadcastDashboardUpdate($dashboardid, $updateddata);
}

// Private helper methods
private function validateDashboard($dashboard) {
if (empty($dashboard[‘name’])) {
throw new Exception(‘Dashboard name is required’);
}

if (empty($dashboard[‘widgets’])) {
throw new Exception(‘Dashboard must have at least one widget’);
}

$this->validateWidgets($dashboard[‘widgets’]);
}

private function validateWidgets($widgets) {
foreach ($widgets as $widget) {
$this->validateWidget($widget);
}
}

private function validateWidget($widget) {
if (!isset($this->widgets[$widget[‘type’]])) {
throw new Exception(“Unknown widget type: {$widget[‘type’]}”);
}

$widget_def = $this->widgets[$widget[‘type’]];

// Check required configuration
foreach ($widgetdef[‘config’] as $configkey => $requirement) {
if ($requirement === ‘required’ && !isset($widget[‘config’][$config_key])) {
throw new Exception(“Missing required config: {$config_key}”);
}
}
}

private function fetchDashboardData($dashboard) {
$data = [];

foreach ($dashboard[‘widgets’] as $index => $widget) {
$data[$index] = $this->fetchWidgetData($widget);
}

return $data;
}

private function fetchWidgetData($widget) {
$datasource = $widget[‘datasource’];
$config = $widget[‘config’];

if (!isset($this->dataconnectors[$datasource[‘type’]])) {
throw new Exception(“Unknown data source type: {$data_source[‘type’]}”);
}

$connector = $this->dataconnectors[$datasource[‘type’]];
return $connector->fetchData($data_source, $config);
}

private function renderWidgets($widgets, $widget_data) {
$rendered_widgets = [];

foreach ($widgets as $index => $widget) {
$data = $widget_data[$index];
$rendered_widgets[] = $this->renderWidget($widget, $data);
}

return $rendered_widgets;
}

private function renderWidget($widget, $data) {
$widget_def = $this->widgets[$widget[‘type’]];

// Use template engine to render widget
return [
‘id’ => $widget[‘id’] ?? ‘widget_’ . time(),
‘type’ => $widget[‘type’],
‘html’ => $this->renderWidgetTemplate($widget_def[‘template’], $widget, $data),
‘config’ => $widget[‘config’],
‘data’ => $data
];
}

private function renderWidgetTemplate($template, $widget, $data) {
// Simplified template rendering
return “

“;
}

private function wrapDashboardHTML($layout_html, $dashboard) {
$dashboard_html = “

“;

return $dashboard_html;
}

private function applyParameters($dashboard, $parameters) {
// Apply user parameters to dashboard configuration
return $dashboard; // Simplified
}

private function checkDashboardPermissions($dashboard, $user_id) {
// Check if user has permission to view dashboard
return true; // Simplified
}

private function findWidgetById($widgets, $widget_id) {
foreach ($widgets as $widget) {
if (($widget[‘id’] ?? null) === $widget_id) {
return $widget;
}
}
return null;
}

private function broadcastDashboardUpdate($dashboardid, $updateddata) {
// Send real-time updates to connected clients via WebSocket or AJAX
}

private function saveDashboard($dashboard) {
global $wpdb;

$tablename = ‘wpslos_dashboards’;

$wpdb->replace($table_name, [
‘id’ => $dashboard[‘id’],
‘name’ => $dashboard[‘name’],
‘config’ => json_encode($dashboard),
‘createdby’ => $dashboard[‘createdby’],
‘createdat’ => date(‘Y-m-d H:i:s’, $dashboard[‘createdat’]),
‘updatedat’ => isset($dashboard[‘updatedat’]) ? date(‘Y-m-d H:i:s’, $dashboard[‘updated_at’]) : null,
‘version’ => $dashboard[‘version’]
]);

$this->dashboards[$dashboard[‘id’]] = $dashboard;
}

private function loadDashboard($dashboard_id) {
if (isset($this->dashboards[$dashboard_id])) {
return $this->dashboards[$dashboard_id];
}

global $wpdb;

$tablename = ‘wpslos_dashboards’;
$dashboarddata = $wpdb->getrow($wpdb->prepare(
“SELECT * FROM {$table_name} WHERE id = %s”,
$dashboard_id
));

if (!$dashboard_data) {
throw new Exception(‘Dashboard not found’);
}

$dashboard = jsondecode($dashboarddata->config, true);
$this->dashboards[$dashboard_id] = $dashboard;

return $dashboard;
}

private function generateDashboardId() {
return ‘dashboard‘ . time() . ‘‘ . wpgeneratepassword(8, false);
}
}
`

Scheduled Reporting System

Step 1: Report Scheduling Engine

`
SLOS → Advanced → Reporting → Scheduled Reports
`

Scheduled Reporting Architecture:
`json
{
“scheduling_engine”: {
“schedule_types”: {
“time_based”: {
“frequencies”: [“hourly”, “daily”, “weekly”, “monthly”, “quarterly”],
“timezones”: “userselectable”,
“daylightsaving”: “automaticadjustment”
},
“event_based”: {
“triggers”: [“datathreshold”, “complianceevent”, “user_action”],
“conditions”: “configurable”,
“cooldownperiod”: “preventspam”
},
“on_demand”: {
“api_trigger”: true,
“manual_trigger”: true,
“webhook_support”: true
}
},
“distribution_channels”: {
“email”: {
“formats”: [“PDF”, “Excel”, “HTML”],
“attachments”: “compressed”,
“templates”: “customizable”
},
“cloud_storage”: {
“providers”: [“AWSS3″, “GoogleCloud”, “Azure_Blob”],
“access_control”: “granular”,
“retention_policies”: “configurable”
},
“api_webhooks”: {
“authentication”: [“API_Key”, “OAuth”],
“retrylogic”: “exponentialbackoff”,
“failure_notifications”: true
},
“internal_systems”: {
“database_storage”: true,
“dashboard_integration”: true,
“alert_systems”: true
}
},
“execution_engine”: {
“parallel_processing”: true,
“resource_limits”: “configurable”,
“error_handling”: “comprehensive”,
“performance_monitoring”: true
}
},
“scheduling_capabilities”: {
“complex_schedules”: true,
“conditional_execution”: true,
“dependency_chains”: true,
“failure_recovery”: true,
“performance_optimization”: true
}
}
`

Step 2: Report Scheduler Implementation

`php
// Advanced report scheduling and distribution system
class ReportScheduler {
private $scheduled_reports = [];
private $execution_queue = [];
private $distribution_channels = [];

public function __construct() {
$this->initializeDistributionChannels();
$this->loadScheduledReports();
$this->setupExecutionHooks();
}

private function initializeDistributionChannels() {
$this->distribution_channels = [
’email’ => new EmailDistributionChannel(),
‘cloud_storage’ => new CloudStorageDistributionChannel(),
‘webhook’ => new WebhookDistributionChannel(),
‘internal’ => new InternalDistributionChannel()
];
}

private function setupExecutionHooks() {
addaction(‘slosprocessreportqueue’, [$this, ‘processExecutionQueue’]);
addaction(‘sloscheckscheduledreports’, [$this, ‘checkScheduledReports’]);

// Schedule recurring tasks
if (!wpnextscheduled(‘slosprocessreport_queue’)) {
wpscheduleevent(time(), ‘5minutes’, ‘slosprocessreport_queue’);
}

if (!wpnextscheduled(‘sloscheckscheduled_reports’)) {
wpscheduleevent(time(), ‘hourly’, ‘sloscheckscheduled_reports’);
}
}

public function scheduleReport($report_config) {
$schedule_id = $this->generateScheduleId();

$schedule = [
‘id’ => $schedule_id,
‘reporttype’ => $reportconfig[‘report_type’],
‘reportid’ => $reportconfig[‘report_id’],
‘schedule’ => $report_config[‘schedule’],
‘parameters’ => $report_config[‘parameters’] ?? [],
‘distribution’ => $report_config[‘distribution’],
‘filters’ => $report_config[‘filters’] ?? [],
‘active’ => true,
‘createdby’ => getcurrentuserid(),
‘created_at’ => time(),
‘last_run’ => null,
‘nextrun’ => $this->calculateNextRun($reportconfig[‘schedule’]),
‘run_count’ => 0
];

$this->validateSchedule($schedule);
$this->saveSchedule($schedule);

return $schedule_id;
}

public function updateSchedule($schedule_id, $updates) {
$schedule = $this->loadSchedule($schedule_id);

foreach ($updates as $key => $value) {
if ($key === ‘schedule’) {
$schedule[‘next_run’] = $this->calculateNextRun($value);
}
$schedule[$key] = $value;
}

$schedule[‘updated_at’] = time();

$this->validateSchedule($schedule);
$this->saveSchedule($schedule);

return true;
}

public function cancelSchedule($schedule_id) {
$schedule = $this->loadSchedule($schedule_id);
$schedule[‘active’] = false;
$schedule[‘cancelled_at’] = time();

$this->saveSchedule($schedule);

return true;
}

public function executeReportNow($schedule_id) {
$schedule = $this->loadSchedule($schedule_id);

// Add to execution queue with high priority
$this->execution_queue[] = [
‘scheduleid’ => $scheduleid,
‘priority’ => ‘high’,
‘manual_trigger’ => true,
‘queued_at’ => time()
];

return true;
}

public function checkScheduledReports() {
$current_time = time();

foreach ($this->scheduledreports as $scheduleid => $schedule) {
if (!$schedule[‘active’]) {
continue;
}

if ($schedule[‘nextrun’] <= $currenttime) {
// Add to execution queue
$this->execution_queue[] = [
‘scheduleid’ => $scheduleid,
‘priority’ => ‘normal’,
‘queuedat’ => $currenttime
];

// Calculate next run
$schedule[‘next_run’] = $this->calculateNextRun($schedule[‘schedule’]);
$this->saveSchedule($schedule);
}
}
}

public function processExecutionQueue() {
// Sort by priority (high priority first)
usort($this->execution_queue, function($a, $b) {
$priority_order = [‘high’ => 3, ‘normal’ => 2, ‘low’ => 1];
return $priorityorder[$b[‘priority’]] <=> $priorityorder[$a[‘priority’]];
});

$max_executions = 5; // Limit concurrent executions
$executed = 0;

while ($executed < $maxexecutions && !empty($this->executionqueue)) {
$execution = arrayshift($this->executionqueue);

try {
$this->executeScheduledReport($execution[‘schedule_id’]);
$executed++;
} catch (Exception $e) {
error_log(“Report execution failed: ” . $e->getMessage());
// Could implement retry logic here
}
}
}

private function executeScheduledReport($schedule_id) {
$schedule = $this->loadSchedule($schedule_id);

// Generate report
$report_data = $this->generateScheduledReport($schedule);

// Distribute report
$this->distributeReport($schedule, $report_data);

// Update schedule metadata
$schedule[‘last_run’] = time();
$schedule[‘run_count’]++;
$this->saveSchedule($schedule);

// Log execution
$this->logReportExecution($scheduleid, ‘success’, $reportdata);
}

private function generateScheduledReport($schedule) {
$reporttype = $schedule[‘reporttype’];
$parameters = $schedule[‘parameters’];

// Apply schedule-specific filters
if (isset($schedule[‘filters’])) {
$parameters = array_merge($parameters, $schedule[‘filters’]);
}

// Generate report based on type
switch ($report_type) {
case ‘compliance_report’:
return $this->generateComplianceReport($parameters);
case ‘performance_report’:
return $this->generatePerformanceReport($parameters);
case ‘userengagementreport’:
return $this->generateUserEngagementReport($parameters);
case ‘custom_report’:
return $this->generateCustomReport($schedule[‘report_id’], $parameters);
default:
throw new Exception(“Unknown report type: {$report_type}”);
}
}

private function distributeReport($schedule, $report_data) {
$distribution_config = $schedule[‘distribution’];

foreach ($distribution_config as $channel => $config) {
if (!isset($this->distribution_channels[$channel])) {
continue;
}

try {
$this->distributionchannels[$channel]->distribute($reportdata, $config);
} catch (Exception $e) {
error_log(“Distribution failed for channel {$channel}: ” . $e->getMessage());
// Continue with other channels
}
}
}

private function calculateNextRun($schedule_config) {
$current_time = time();

switch ($schedule_config[‘type’]) {
case ‘hourly’:
return strtotime(‘+1 hour’, $current_time);

case ‘daily’:
$time = $schedule_config[‘time’] ?? ’09:00′;
return strtotime(“tomorrow {$time}”);

case ‘weekly’:
$day = $schedule_config[‘day’] ?? ‘monday’;
$time = $schedule_config[‘time’] ?? ’09:00′;
return strtotime(“next {$day} {$time}”);

case ‘monthly’:
$day = $schedule_config[‘day’] ?? 1;
$time = $schedule_config[‘time’] ?? ’09:00′;
return strtotime(“first day of next month {$time}”) + (($day – 1) * 86400);

case ‘cron’:
// Parse cron expression and calculate next run
return $this->calculateCronNextRun($schedule_config[‘expression’]);

default:
throw new Exception(“Unknown schedule type: {$schedule_config[‘type’]}”);
}
}

private function calculateCronNextRun($cron_expression) {
// Simplified cron parsing – in production, use a proper cron library
// For now, assume hourly
return strtotime(‘+1 hour’);
}

// Report generation methods
private function generateComplianceReport($parameters) {
$reporting_engine = new CustomReportingEngine();
return $reportingengine->generateReport(‘compliancestatus’, $parameters);
}

private function generatePerformanceReport($parameters) {
$reporting_engine = new CustomReportingEngine();
return $reportingengine->generateReport(‘performancedashboard’, $parameters);
}

private function generateUserEngagementReport($parameters) {
$reporting_engine = new CustomReportingEngine();
return $reportingengine->generateReport(‘userengagement’, $parameters);
}

private function generateCustomReport($report_id, $parameters) {
$report_builder = new ReportBuilder();
return $reportbuilder->renderReport($reportid, $parameters);
}

// Validation and utility methods
private function validateSchedule($schedule) {
if (empty($schedule[‘report_type’])) {
throw new Exception(‘Report type is required’);
}

if (empty($schedule[‘schedule’])) {
throw new Exception(‘Schedule configuration is required’);
}

if (empty($schedule[‘distribution’])) {
throw new Exception(‘Distribution configuration is required’);
}

$this->validateScheduleConfig($schedule[‘schedule’]);
$this->validateDistributionConfig($schedule[‘distribution’]);
}

private function validateScheduleConfig($schedule_config) {
$valid_types = [‘hourly’, ‘daily’, ‘weekly’, ‘monthly’, ‘cron’];

if (!inarray($scheduleconfig[‘type’], $valid_types)) {
throw new Exception(“Invalid schedule type: {$schedule_config[‘type’]}”);
}
}

private function validateDistributionConfig($distribution_config) {
foreach ($distribution_config as $channel => $config) {
if (!isset($this->distribution_channels[$channel])) {
throw new Exception(“Unknown distribution channel: {$channel}”);
}
}
}

private function generateScheduleId() {
return ‘schedule‘ . time() . ‘‘ . wpgeneratepassword(8, false);
}

private function saveSchedule($schedule) {
global $wpdb;

$tablename = ‘wpslosreportschedules’;

$wpdb->replace($table_name, [
‘id’ => $schedule[‘id’],
‘config’ => json_encode($schedule),
‘active’ => $schedule[‘active’],
‘createdby’ => $schedule[‘createdby’],
‘createdat’ => date(‘Y-m-d H:i:s’, $schedule[‘createdat’]),
‘updatedat’ => isset($schedule[‘updatedat’]) ? date(‘Y-m-d H:i:s’, $schedule[‘updated_at’]) : null,
‘lastrun’ => $schedule[‘lastrun’] ? date(‘Y-m-d H:i:s’, $schedule[‘last_run’]) : null,
‘nextrun’ => date(‘Y-m-d H:i:s’, $schedule[‘nextrun’])
]);

$this->scheduled_reports[$schedule[‘id’]] = $schedule;
}

private function loadSchedule($schedule_id) {
if (isset($this->scheduledreports[$scheduleid])) {
return $this->scheduledreports[$scheduleid];
}

global $wpdb;

$tablename = ‘wpslosreportschedules’;
$scheduledata = $wpdb->getrow($wpdb->prepare(
“SELECT * FROM {$table_name} WHERE id = %s”,
$schedule_id
));

if (!$schedule_data) {
throw new Exception(‘Schedule not found’);
}

$schedule = jsondecode($scheduledata->config, true);
$this->scheduledreports[$scheduleid] = $schedule;

return $schedule;
}

private function loadScheduledReports() {
global $wpdb;

$schedules = $wpdb->get_results(“
SELECT * FROM wpslosreport_schedules
WHERE active = 1
“);

foreach ($schedules as $schedule_data) {
$schedule = jsondecode($scheduledata->config, true);
$this->scheduled_reports[$schedule->id] = $schedule;
}
}

private function logReportExecution($scheduleid, $status, $reportdata) {
global $wpdb;

$wpdb->insert(‘wpslosreportexecutionlog’, [
‘scheduleid’ => $scheduleid,
‘status’ => $status,
‘executedat’ => currenttime(‘mysql’),
‘reportsize’ => strlen(jsonencode($report_data)),
‘executiondetails’ => jsonencode([
‘timestamp’ => time(),
‘status’ => $status
])
]);
}
}
`

Support Resources

Documentation

1. Report Builder API Reference
2. Dashboard Customization Guide
3. Data Visualization Best Practices

Help


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