> ## 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.

# Reporter via Lerian Console

> Reporter module documentation in Lerian Console now includes Data Source management guides and a new Template Builder reference, aligned with the latest Console codebase.

<Badge stroke icon="calendar-days" iconType="regular">April 13, 2026</Badge> <Badge stroke icon="file-code" iconType="regular">Documentation update</Badge> <Badge color="purple" size="lg" stroke icon="eye" iconType="regular">Review recommended</Badge>

## 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**](/en/lerian-console/reporter-console/managing-data-sources) — What Data Sources are, supported databases (PostgreSQL, MySQL, MongoDB, Oracle, SQL Server), and page layout
* [**Adding a Data Source**](/en/lerian-console/reporter-console/adding-a-data-source) — Step-by-step connection setup with SSL, schemas, and metadata configuration
* [**Editing a Data Source**](/en/lerian-console/reporter-console/editing-a-data-source) — How to update connection settings and credentials
* [**Testing a Data Source**](/en/lerian-console/reporter-console/testing-a-data-source) — Connection testing, status transitions, and schema browsing
* [**Deleting a Data Source**](/en/lerian-console/reporter-console/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**](/en/lerian-console/reporter-console/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**](/en/lerian-console/reporter-console/reporter-module) 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**](/en/lerian-console/reporter-console/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**](/en/lerian-console/reporter-console/managing-reports) 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

***

<Steps>
  <Step>
    Review the Reporter Console module documentation before using Data Sources, Template Builder, dashboard, or report generation workflows.
  </Step>
</Steps>

### Deadline

None.

### Why

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