> ## 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.

# Reports overview

> Generate, filter, track status, and download regulatory reports created from your uploaded templates in the Reporter module.

Once templates are uploaded, you can view and manage reports through [Lerian Console](/en/platform/lerian-console/about-lerian-console), including generating, filtering, tracking their status, and downloading results.

## 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

<Columns cols={2}>
  <Card title="Generate a report" icon="plus" horizontal href="/en/platform/lerian-console/reporter-console/generating-a-report" />

  <Card title="Download a report" icon="download" horizontal href="/en/platform/lerian-console/reporter-console/downloading-a-report" />

  <Card title="Edit a report" icon="pen" horizontal href="/en/platform/lerian-console/reporter-console/editing-a-report" />
</Columns>

For reports with errors, additional actions are available in the menu (<Icon icon="ellipsis-vertical" />):

* **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.

<Tip>
  The list automatically refreshes while there are reports with `Processing` status. You don't need to reload the page.
</Tip>

To clear all filters, click the <Icon icon="funnel-x" /> 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 (<Icon icon="ellipsis-vertical" />) and select **View**.

A preview dialog will open showing the report content. The preview adapts to the report's output format:

| 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. |
| PDF    | 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.

<Note>
  For PDF reports, use the embedded viewer controls to navigate pages, zoom, and print.
</Note>