Overview
The Performance Report system is fully configuration-driven — no backend code changes are required to create new reports. The reporting engine dynamically reads metrics, filters by source, applies templates, and builds SQL queries automatically.Architecture
The database is designed with 6 layers:| Layer | Description | Example |
|---|---|---|
| Categories | Logical groupings | Media, Commerce, Analytics/Attribution |
| Sources | Platforms within categories | Google Ads, Facebook Ads, Shopify, GA4 |
| Data Dictionary | Metrics and dimensions | Clicks, Revenue, ROAS, CTR |
| Reports | System + custom reports | LinkedIn Ads Report, Cross-Channel Report |
| Templates | Column configuration per report | Which metrics appear, ordering, labels |
| User Data | Planning/target data | User-entered budgets and goals |
Key Tables
Data Dictionary
Central repository for all metrics, dimensions, and formulas. The source of truth.
Creating Reports
Step-by-step guide to creating system-defined reports via configuration.
Example: LinkedIn Ads
End-to-end walkthrough of building a LinkedIn Ads system report.
Feature Flags
Control which features and modules are available per client.
Table Relationships
| Table | Purpose |
|---|---|
category_master | Logical groupings (Paid Media, Commerce, etc.) |
source_master | Platforms (Google Ads, Shopify, etc.) linked to categories |
report_data_dictionary | All metrics, dimensions, formulas — the source of truth |
report_custom_fields | Maps metrics/dimensions to sources and categories |
report_master | Report definitions (name, type, metadata) |
report_source_master | Maps reports to their data sources |
report_template_master | Column config per report (order, labels, sticky columns) |
System Report Rules
System-defined reports follow specific constraints:- Always aggregated (no granular drill-down)
- Always daily granularity
- Only top-level metrics included in templates
| Source Type | Level Used |
|---|---|
| Paid Media | Account |
| Shopify | null |
| Analytics | Analytics Report |
| Mission Control | null |
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