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Reporter is a product module within the Lerian Console that provides dynamic, customizable reporting capabilities. It lets you manage reusable templates and generate downloadable reports tailored to your organization’s data. This section walks you through how to use the Console to create, edit, and delete templates, configure database connections (Data Sources), and generate and download reports.
Reporter is only available if you’ve acquired the Reporter product. Want access? Get in touch with our team to learn more.

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Accessing Reporter

To access Reporter, click the Access button in the Reporter card from the product launcher in Lerian Console.

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Overview page

When you access Reporter, you’ll land on the Overview page. This page serves as a dashboard and presents:

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Info panel

An About Reporter alert with a product description and a “Read the Docs” link to the full documentation.

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Metric cards (KPIs)

Four cards with numeric indicators for the organization:
  • Templates — total number of registered templates.
  • Reports Generated — total number of generated reports.
  • Data Sources — total number of configured database connections.
  • Errors — number of errors in the last 30 days.

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Delivery Calendar

A monthly calendar displaying configured delivery deadlines (reminders). Each reminder appears as a colored bar on its corresponding day. You can navigate between months using the arrows in the calendar header. A legend at the bottom identifies each reminder by color.

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Upcoming Deadlines

A side panel listing the next deadlines in chronological order. For each reminder, it displays:
  • Name and frequency (Once, Daily, Weekly, Monthly, Semiannual, Annual).
  • Days remaining until the deadline (e.g., “Due in 7 days”).
  • Status: Pending, Overdue, or Delivered.
  • Due date.
  • Actions: mark as delivered, edit, activate/deactivate, and delete.
You can create new reminders by clicking the + Add Reminder button at the top of the panel.
When you open the page, automatic notifications (toasts) are displayed for reminders that are upcoming, due today, or overdue.
The left sidebar allows you to navigate between Reporter pages: Overview, Templates, Reports, and Data Sources. You can also return to the product launcher by clicking Back to products at the bottom of the sidebar.

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Available pages

Manage Templates

Create, edit, and delete the reusable templates that define your report output.

Manage Reports

Generate, download, and manage reports based on your templates.

Manage Data Sources

Configure and manage database connections used for report generation.