Objective
Save the generated Report file outside the Console. You can then submit, archive, review, or share it through the appropriate internal workflow. For example, download a
Finished XML file for regulatory submission or a CSV file for operational reconciliation.
When to use
Use this task when:
- the Report status is
Finished. - the operator needs the generated file outside the Console.
- you must store the file, send it through another process, or check it locally.
Processing. Wait for completion first.
Before you start
Confirm:
- the Report status is
Finished. - you chose the intended Template and filters for generation.
- the receiving process accepts the output format.
- you corrected and regenerated the
ErrorReports.
Use preview to check the Report inside the Console. Download is the action that saves the generated file for use outside the Console.
Step by step
1
Open the Reports page
Go to Reports.
2
Find the Report
Locate the Report you need to download. Check its name, Template, generation date, and status.
3
Confirm the status
Make sure the status is
Finished.4
Open the action menu
Click the three dots () in the Actions column.
5
Download the file
Select Download Report.
Field guide
Expected result
The file downloads in the output format configured by the Template, such as CSV, XML, HTML, TXT, or PDF.
Common errors and care points
Trying to download a Processing Report
Trying to download a Processing Report
Wait until the status changes to
Finished. A Report in Processing is not ready yet.Downloading a Report generated with the wrong filters
Downloading a Report generated with the wrong filters
Download does not change Report content. If the filters were wrong, generate a new Report with corrected inputs.
Using preview as the final file
Using preview as the final file
Preview helps operators inspect the Report in the Console. Use Download Report for the final file.
Next steps
- Store or deliver the downloaded file through the required operational process.
- Use Correct a Report if the downloaded file has wrong data, layout, or format.
- Use Generate a Report to create a corrected file.

