April 13, 2026 Documentation update Review recommendedDocumentation Index
Fetch the complete documentation index at: https://docs.lerian.studio/llms.txt
Use this file to discover all available pages before exploring further.
Affects
Teams using Reporter through Lerian Console. This update applies to the public documentation portal. It does not change the runtime API behavior unless the linked product documentation says otherwise.
What changed
The Reporter module documentation in Lerian Console was expanded and aligned with the latest codebase changes. This update adds complete Data Source management guides, a new Template Builder reference, and fixes across all three languages to match the current product.
New: Data Source management guides
Five new pages covering the full Data Source lifecycle in Reporter:
- Data Sources overview — What Data Sources are, supported databases (PostgreSQL, MySQL, MongoDB, Oracle, SQL Server), and page layout
- Adding a Data Source — Step-by-step connection setup with SSL, schemas, and metadata configuration
- Editing a Data Source — How to update connection settings and credentials
- Testing a Data Source — Connection testing, status transitions, and schema browsing
- Deleting a Data Source — Permanent removal with impact warnings
New: Template Builder documentation
A comprehensive reference for the visual Template Builder editor: Using the Template Builder. Highlights covered in the new page:
- Editor layout — Header controls, canvas (Visual and Code modes), and Data Sources sidebar for field browsing
- Block types — Full reference table with descriptions for all 13 block types (Text, Variable, Loop, Conditional, Aggregation, Calculation, Date/Time, Counter, Comment, Section, With, Expression, Custom Tag), including container blocks with nesting support
- Workflow — Add, reorder (drag & drop), configure, duplicate, and delete blocks
- Code generation — Automatic
.tplcode generation with download and save options
Updated: Reporter module overview
The Reporter overview page now includes the full dashboard documentation:
- KPI metric cards — Templates, Reports Generated, Data Sources, and Errors (last 30 days)
- Delivery Calendar — Monthly view of configured deadline reminders with color-coded bars
- Upcoming Deadlines — Chronological panel with status tracking (Pending, Overdue, Delivered) and reminder management
Updated: Report generation workflow
The Generating a report page now documents the complete 4-step wizard:
- Template — Select the template for report generation
- Filters — Optional data filters with 8 operators (Equal, Greater Than, Between, In, Not In, and more)
- Review — Summary of selections before generation
- Generate — Progress tracking with automatic completion
Code alignment fixes
Several documentation pages were updated to match recent code changes (PRs RPRTR-420, RPRTR-426, RPRTR-428, RPRTR-432):
- Template Builder header — Removed Description field reference (field was removed from the product)
- Templates table — Updated columns to Name, Template ID, Format, Last Modified, Actions
- PDF format — Added note explaining that PDF templates generate HTML code internally, converted to PDF at report generation time
- Data Sources sidebar — Removed outdated feature flag note (Data Sources is now always visible)
- Template upload/update wizards — Removed Description field from both creation and editing flows
Translation and terminology fixes
- Spanish (ES) — Since the Lerian Console has no Spanish localization, all UI label references now use English terms (e.g., Name, Status, Connection name instead of translated equivalents)
- Portuguese (PT-BR) — UI labels verified against the actual
pt.jsonlocale file to ensure documentation matches the product interface - Terminology consistency — Standardized “informes” (ES) across all pages, corrected “tab” → “page” references, and fixed MDX expression rendering issues
Impact
This is a documentation update. Existing integrations do not need a migration from this release note alone.

