> ## Documentation Index
> Fetch the complete documentation index at: https://docs.lerian.studio/llms.txt
> Use this file to discover all available pages before exploring further.

# Managing Reports

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

Once templates are uploaded, you can view and manage reports through [Lerian Console](/en/lerian-console/about-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

***

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

<Columns cols={2}>
  <Card title="Generate a Report" icon="plus" horizontal href="/en/lerian-console/reporter-console/generating-a-report">
    Start a new generation from an existing Template.
  </Card>

  <Card title="Download a Report" icon="download" horizontal href="/en/lerian-console/reporter-console/downloading-a-report">
    Save a finished Report for submission or archiving.
  </Card>

  <Card title="Correct a report" icon="pen" horizontal href="/en/lerian-console/reporter-console/editing-a-report">
    Learn what to change when a generated Report is wrong.
  </Card>
</Columns>

For reports with errors, additional actions are available in the menu (<Icon icon="ellipsis-vertical" />):

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

## Searching and filtering reports

***

You can search reports by name using the **Search by name...** field and filter by date using the filter fields above the list.

<Tip>
  The list automatically refreshes while there are reports with `Processing` status. You don't need to reload the page.
</Tip>

To clear all filters, click the <Icon icon="funnel-x" /> icon.

## Report status

***

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.                            |
| `Failed`     | Something went wrong. You can view error details and try again.          |
| `Error`      | An error occurred during generation. Same actions as `Failed` available. |

If the status is `Failed` or `Error`, do not download the file as a final artifact. Open the details first, fix the Template, filters, or Data Source, and generate a new Report.

## Viewing a report

***

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 (<Icon icon="ellipsis-vertical" />) 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.

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