Managing Reports

Generate, filter, track status, and download regulatory reports created from your uploaded templates in the Reporter module of the Lerian Console.

Once templates are uploaded, you can view and manage reports through Lerian Console, including generating, filtering, tracking their status, and downloading results.

Use the Reports page as the operational queue for generated files. It shows what was generated, whether generation finished, and what action the operator should take next.

If the required Template and Data Source already exist, operators can start here to generate the next Report. Use Data Sources only when a connection is missing, unhealthy, or needs to be tested.

Accessing the Reports page

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To open the Reports page, click Reports from the left-side menu on the Reporter page.

The page displays all reports for the organization in two view modes:

• Table (default) — a list with columns: Name, Report ID, Status, Format, and Completed At.
• Grid — a card-based view. Toggle between modes using the button in the top-right area.

Actions available

Generate a Report

Start a new generation from an existing Template.

Download a Report

Save a finished Report for submission or archiving.

Correct a report

Learn what to change when a generated Report is wrong.

For reports with errors, additional actions are available in the menu ():

• View Details — opens a panel with error details.
• Try Again — reopens the generation wizard with the same template pre-selected.

Filtering reports

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You can filter reports by date using the filter fields above the list.

The list automatically refreshes while there are reports with Processing status. You don’t need to reload the page.

To clear all filters, click the icon.

Report status

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Each report displays a status badge, so you always know where it stands:

Status	Definition
Processing	The system is generating the report.
Finished	The report is ready for viewing and download.
Partial	Some data sections failed. The report covers only the sections that answered.
Error	Something went wrong during generation. You can view error details and try again.

If the status is Error or Partial, the Report is not a final artifact. Open the details first, fix the Template, filters, or Data Source, and generate a new Report.

Viewing a report

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When a report reaches the Finished status, you can view it directly in the Console:

• Click the report name in the list, or
• Click the three dots () and select View.

A preview dialog will open showing the report content. The preview adapts to the report’s output format:

Format	Preview behavior
CSV	Interactive table with headers, row numbers, and column/row count.
XML	Syntax-highlighted code with line numbers and a virtual scrollbar for large files.
PDF	Embedded PDF viewer rendered in an iframe.
HTML	Sandboxed HTML rendered in an iframe.
TXT	Plain text displayed in a monospaced block.

Preview actions

The preview dialog includes action buttons at the top:

• Copy — copies the report content to your clipboard (not available for PDF).
• Print — opens the browser print dialog for the report content (not available for PDF).
• Download Report — downloads the report file directly from the preview.

For PDF reports, use the embedded viewer controls to navigate pages, zoom, and print.