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The Reporter Module uses a small set of core objects. They connect to each other, but the operator does not always start by creating a Data Source. In some environments, internal Data Sources for Lerian products such as Midaz or CRM are already configured.

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Core flow

Reporter has two common entry paths:
  • Internal product data already configured: Template → Report → Download
  • External or missing data connection: Data Source → Template → Report → Download
  • The Template says what the report should look like and in which format.
  • The Data Source says where the data comes from. It may already exist for internal products. For external databases, you add it manually.
  • The Report is the file that Reporter produces when it runs a Template against the connected data. Filters can narrow the result.
  • The Download is the operator action that takes the finished file out of the Console.

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What each object means

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When a Template becomes a Report

A Template by itself is just a definition. It becomes a Report when you click Generate Report in the 4-step wizard on the Reports page. At that point:
  1. Reporter takes the selected Template, the institution, and the parameters.
  2. It applies any filters you configured.
  3. It reads from the Data Sources referenced by the Template.
  4. It produces a file in the Template’s output format and adds it to the Reports list with Processing status.
  5. When generation finishes, the status moves to Finished and the file becomes downloadable.

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When users usually get lost

A Template is a definition. A Report is a generated file. You can generate many Reports from the same Template over time (each with its own filters, run date, and status).
The Data Source is the connection Reporter uses to read data. A Filter is a per-run narrowing that does not change the Template or the Data Source, only what data the current Report includes.
The Template Builder generates .tpl code from blocks you assemble in the Console. Uploading a .tpl skips the builder and uses a file prepared externally. Both end up as the same kind of Template, and both open in the same edit wizard.
When a Report reaches Finished, Reporter has produced the file and you can download it. Reminders on the Overview page separately track delivery, such as sending the file to a regulator or archiving it.
Pair this page with Setup path when onboarding new users. One page explains the model. The other explains the order.