Skip to main content
Use this page to download a generated Report after Reporter finishes creating the file.

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.
Do not use download while the Report is still 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 Error Reports.
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


Wait until the status changes to Finished. A Report in Processing is not ready yet.
Download does not change Report content. If the filters were wrong, generate a new Report with corrected inputs.
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.