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After you upload templates, you can view and manage reports through Lerian Console. You can generate reports, filter them, track their status, and download the results. Use the Reports page as the operational queue for generated files. It shows the generated files, whether generation finished, and the next action for the operator. If the required Template and Data Source already exist, operators can start here to generate the next Report. Use Data Sources only when a connection is absent, unhealthy, or needs a test.

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Accessing the Reports page

To open the Reports page, click Reports from the left-side menu on the Reporter page. The page lists reports 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.

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Actions available

Generate a Report

Start a new generation from an existing Template.

Download a Report

Save a finished Report for submission or archiving.

Correct a report

Learn what to change when a generated Report is wrong.
For reports in Error or Partial failure, the menu () has these actions:
  • View Details: opens a panel with error details.
  • Try Again: opens the generation wizard.

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Filtering reports

You can filter reports by date using the filter fields above the list.
The list automatically refreshes while there are reports with Processing status. You don’t need to reload the page.
To clear all filters, click the icon.

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Report status

Each report displays a status badge: If the status is Error or Partial failure, the Console offers no view or download. Open the details first, fix the Template, filters, or Data Source, and generate a new Report.

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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 () and select View.
A Draft or Final report opens its filing page. Other reports open a preview dialog that shows the report content. The preview adapts to the report’s output format:

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