Download a Report

Download a finished Report from the Console once Reporter has completed generation, ready for submission to regulators or long-term archiving.

Use this page to download a generated Report after Reporter finishes creating the file.

Objective

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Save the generated Report file outside the Console so it can be submitted, archived, reviewed, or shared through the appropriate internal workflow.

For example, download a Finished XML file for regulatory submission or a CSV file for operational reconciliation.

When to use

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Use this task when:

• the Report status is Finished;
• the operator needs the generated file outside the Console;
• the file must be stored, sent through another process, or checked locally.

Do not use download while the Report is still Processing. Wait for completion first.

Before you start

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Confirm:

• the Report status is Finished;
• the Template and filters used for generation are the intended ones;
• the output format is the one expected by the receiving process;
• Error Reports have been corrected and regenerated.

Preview is for checking the Report inside the Console. Download is the action that saves the generated file for use outside the Console.

Step by step

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1. Open the Reports page

   Go to Reports.

2. Find the Report

   Locate the Report you need to download. Check its name, Template, generation date, and status.

3. Confirm the status

   Make sure the status is Finished.

4. Open the action menu

   Click the three dots () in the Actions column.

5. Download the file

   Select Download Report.

Field guide

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Field or label	What to check	Example
Report status	Download only after the Report reaches Finished. Technical field: status.	Finished
Template	Check which Template and output format produced the file. Technical fields include templateId, templateDescription, and templateOutputFormat.	Monthly tax CSV, csv
Filters	Review the filters used during generation. Generated Reports cannot be edited before download.	transactions.created_at between 2026-05-01 and 2026-05-31
Download Report	Action that downloads the generated file for the selected reportId.	Download report 018f2f4c-...

Expected result

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The file downloads in the output format configured by the Template, such as CSV, XML, HTML, TXT, or PDF.

Common errors and care points

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Trying to download a `Processing` Report

Wait until the status changes to Finished. A Report in Processing is not ready yet.

Downloading a Report generated with the wrong filters

Download does not change Report content. If the filters were wrong, generate a new Report with corrected inputs.

Using preview as the final file

Preview helps operators inspect the Report in the Console. Use Download Report for the final file.

Next steps

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• Store or deliver the downloaded file through the required operational process.
• Use Correct a Report if the downloaded file has wrong data, layout, or format.
• Use Generate a Report to create a corrected file.

API equivalent

Download report endpoint