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April 13, 2026 Documentation update Review recommended

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:

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 .tpl code 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:
  1. Template — Select the template for report generation
  2. Filters — Optional data filters with 8 operators (Equal, Greater Than, Between, In, Not In, and more)
  3. Review — Summary of selections before generation
  4. Generate — Progress tracking with automatic completion
The Reports overview page now covers table/grid view modes, report preview by format (CSV, XML, PDF, HTML, TXT), and error recovery actions.

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.json locale 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.

What you need to do


1
Review the Reporter Console module documentation before using Data Sources, Template Builder, dashboard, or report generation workflows.

Deadline

None.

Why

The documentation now reflects current Reporter Console workflows and UI behavior.