> ## 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.

# Generating a report

> Generate a regulatory report through a 4-step wizard that guides you from template selection to the final compiled output.

Report generation is done through a 4-step wizard that guides you from template selection to the final generation.

To create a new report:

<Steps>
  <Step>
    Go to the **Reports** page and click the **New Report** button.
  </Step>

  <Step>
    The **Generate Report** wizard will open. In the first step (**Template**), select the template to use for generating the report. Click **Next** to proceed.
  </Step>

  <Step>
    In the **Filters** step, you can add one or more filters to refine the report data.

    <Note>
      This step is optional. If you don't need filters, click **Next** to skip.
    </Note>

    Each filter is built by selecting:

    1. **Database** — the data source connection to query.
    2. **Table** — a table from the selected database schema.
    3. **Field** — a column from the selected table.
    4. **Operator** — the comparison logic to apply.
    5. **Value(s)** — the value(s) to compare against.

    Available operators:

    | Operator         | Description                                                                                        |
    | :--------------- | :------------------------------------------------------------------------------------------------- |
    | Equal            | Exact match.                                                                                       |
    | Greater Than     | Field value is greater than the specified value.                                                   |
    | Greater or Equal | Field value is greater than or equal to the specified value.                                       |
    | Less Than        | Field value is less than the specified value.                                                      |
    | Less or Equal    | Field value is less than or equal to the specified value.                                          |
    | Between          | Field value is within a range. Enter two values separated by comma (e.g., `10, 20`).               |
    | In               | Field value matches any of the specified values. Enter multiple values separated by commas.        |
    | Not In           | Field value does not match any of the specified values. Enter multiple values separated by commas. |

    <Tip>
      Click **Add filter** to add more filter rows, or the trash icon to remove a filter.
    </Tip>

    Click **Next** to continue.
  </Step>

  <Step>
    In the **Review** step, review the selected template and applied filters. If everything looks correct, click **Generate Report**.
  </Step>

  <Step>
    The **Generate** step will display the generation progress. After completion, the wizard will close automatically.
  </Step>

  <Step>
    The new report appears in the list with a `Processing` status. The status will update automatically.
  </Step>

  <Step>
    Once the report reaches the status `Finished`, it becomes available for viewing and download.
  </Step>
</Steps>

<Tip>
  You can go back to any previous step in the wizard using the **Back** button before generating the report. The wizard also shows your current progress as `Step {current} of {total}`.
</Tip>

<Danger>
  Reports are generated asynchronously. If something goes wrong (e.g. the report fails), you can view error details and try again with the same parameters.
</Danger>