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

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Accessing the Reports page

To open the Reports page, click the Manage Reports button on the Reporter page (Figure 1). You can also click the Reports tab.

Figure 1. Button to open the Reports page.

The Reports page will open (Figure 2).
  • If you’ve previously generated reports for the organization, they will appear as a list or grid, showing key details like their status, file name, linked template, and timestamps for creation or last update.

Figure 2. The main Reports page

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Searching for reports

If you’ve previously generated reports, you can search reports by keyword or date, or filter them by status.
The list automatically refreshes when you generate a new report or when a report’s status is updated.
To open the search bar, select the slider icon () next to the New Report + button.

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Report status

Each report displays a status badge, so you always know where it stands:
StatusDefinition
PendingThe report was just created and is waiting to be processed.
ProcessingThe system is generating the report.
CompletedThe report is ready to download.
FailedSomething went wrong. You can try again or check the filters/template.

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Actions available

Generate a report

Download a report

Edit a report