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In Lerian Console, Deadlines are not a separate menu item. They live inside the Reporter module, on the Overview page. This keeps delivery tracking next to the reports and data sources it relates to. Use this page to understand how reporting deadlines surface visually in the Console. For creating, updating, or delivering deadlines programmatically, see Managing deadlines.
Reporter is only available if you’ve acquired the Reporter product. Get in touch with our team to learn more.

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Where to find deadlines

When you open Reporter, you land on Overview. Deadlines appear here as dedicated widgets alongside the module’s KPIs:
  • Reporter from the left-side menu opens the module.
  • Overview, the default landing page, is the home for all deadline tracking.
There is no separate “Deadlines” navigation entry. This dashboard holds all delivery tracking.

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Overview widgets

Two widgets on the Overview page show reporting obligations:
  • Upcoming Deadlines: Lists the reporting reminders with their due dates and current status, so operators can see what comes next.
  • Delivery Calendar: Shows recurring and one-off reporting deadlines by date.

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What you can see

From the Overview, operators can monitor each obligation without leaving the Console:
  • Deadline status: whether each obligation is Pending, Overdue, or Delivered.
  • Notifications: messages on the Overview that begin a configured number of days before the due date, so a deadline doesn’t slip unnoticed.
  • Delivery state: the Delivered check box of each reminder. After the due date passes, a delivered recurring reminder moves to its next due date.

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Manage reminders

  • Click Add Reminder. In New Reminder, enter Name, Type, Due Date, Frequency, and Notify Days Before (0 to 30). A Regulatory reminder also needs a Template. When the tenant has several institutions, it also needs an Institution, or All institutions. Semiannual and Annual reminders need at least one month in Months of Year.
  • Select Delivered when you deliver the report. Clear it to revert the delivery.
  • Use the menu () of a reminder to Edit, Deactivate, Activate, or Delete it. An inactive reminder shows no notifications.

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Console vs API

Use the Console Overview when an operator needs to track reminders, follow the delivery calendar, and mark deliveries. Use the API when a system needs to manage or deliver deadlines programmatically, for example to sync obligations from another system or automate delivery tracking.

Managing deadlines (API)

Full request and response reference for creating, listing, updating, deleting, and delivering deadlines.