Accessing the Reports page
To open the Reports page, click Reports from the left-side menu on the Reporter page. The page displays all reports for the organization in two view modes:
- Table (default) — a list with columns: Name, Report ID, Status, Format, and Completed At.
- Grid — a card-based view. Toggle between modes using the button in the top-right area.
Actions available
Generate a report
Download a report
Edit a report
- View Details — opens a panel with error details.
- Try Again — reopens the generation wizard with the same template pre-selected.
Searching and filtering reports
You can search reports by name using the Search by name… field and filter by date using the filter fields above the list. To clear all filters, click the icon.
Report status
Each report displays a status badge, so you always know where it stands:
| Status | Definition |
|---|---|
Processing | The system is generating the report. |
Finished | The report is ready for viewing and download. |
Failed | Something went wrong. You can view error details and try again. |
Error | An error occurred during generation. Same actions as Failed available. |
Viewing a report
When a report reaches the
Finished status, you can view it directly in the Console:
- Click the report name in the list, or
- Click the three dots () and select View.
| Format | Preview behavior |
|---|---|
| CSV | Interactive table with headers, row numbers, and column/row count. |
| XML | Syntax-highlighted code with line numbers and a virtual scrollbar for large files. |
| Embedded PDF viewer rendered in an iframe. | |
| HTML | Sandboxed HTML rendered in an iframe. |
| TXT | Plain text displayed in a monospaced block. |
Preview actions
The preview dialog includes action buttons at the top:- Copy — copies the report content to your clipboard (not available for PDF).
- Print — opens the browser print dialog for the report content (not available for PDF).
- Download Report — downloads the report file directly from the preview.
For PDF reports, use the embedded viewer controls to navigate pages, zoom, and print.

