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Merchant report creator โ€‹

  • Status: Backlog, opened 2026-08-27. Nothing built, nothing sequenced.
  • Issue: None yet. Per project-creation, an item gets a GitHub issue when the work is actually intended rather than on sight, and this is backlog.
  • Launch plan: UNDECIDED, and deliberately not guessed. See "Which launch plan row is this?" below.

What is this? โ€‹

A surface where a merchant pulls the data they want, rather than reading the numbers we chose for them. โ€‹

  • Her words, from the 2026-08-24 survey input: "we need to build a report creator so merchants can actually pull data they want".
  • Restated on 2026-08-27 as a separate page rather than part of the dashboard: "for merchant, the dashboard should be closer to what admin has, then they would have their own analytics page to get reports, etc".
  • So the split she wants is: the dashboard answers "how am I doing", and this answers "let me go and look".

It is survey item HERS 5, which the survey itself refused to design. โ€‹

  • design-survey.md, section "What did she already name?", item HERS 5. Its instruction was to scope and not design, so it drew three options and stopped.
  • The three options live there and are NOT copied here, because a second copy is a copy that drifts: a fixed catalogue of prepared reports, a guided builder over a bounded metric set, or scheduled digests instead of an interactive builder.

The query console is its ancestor, not its neighbour. โ€‹

  • The survey says it directly: a merchant report creator is the admin BigQuery workspace at /admin/analytics/bigquery with a safe query surface instead of raw SQL.
  • That workspace is being worked right now as task 1 of the 2026-08-27 agenda, #958: feat(admin/analytics): promote Query Console to its own surface and teach it to query Firestore. Saved queries, a result table and a meta strip already exist there.
  • Practical consequence: this project starts by reading what the query console became, not from a blank page.

The hard part is the privacy gate, not the interface. โ€‹

What is the current state? โ€‹

Backlog. Raised, given a home, and not sequenced. โ€‹

  • Only this README exists. No planning.md, no design.md, nothing built.
  • It was split out of merchant-and-venue-dashboards on 2026-08-27 because the survey called it its own project and the operator confirmed it as a separate page.

What would promote it out of backlog. โ€‹

  • Her word that it is intended work, which is what mints the issue.
  • Realistically also: the query console settling, since this builds on what that becomes, and a read on #874 so the k-anonymity gate is not invented here.

Which launch plan row is this? โ€‹

Open question for the operator, not an assumption. โ€‹

  • Candidate A: ALPHA.md row "Merchant-side dashboards", P1, In progress, currently citing #320. Already owned by merchant-and-venue-dashboards, so pointing a second project at it repeats the one-issue-two-rows problem.
  • Candidate B: no row at all, because a report creator may be post-Alpha. #320 is a Phase 3 item with unmet Phase 1 and Phase 2 dependencies, which is evidence for this reading.
  • Candidate C: a new row, which is not this skill's decision to make.
  • Nothing is written into the launch plan until she picks.

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