Create New Report

Key Components & Elements:

• Top Action Trigger:

  • Create new report: Primary blue button in the upper right used to instantiate a new reporting set or template package.

Context: The "Create New Report" dialog modal with the "Select a set" drop-down menu expanded.

• Key Components & Elements:

  • Displays available regulatory frameworks and reporting sets (such as BCL, EBA COREP, EBA FINREP, etc.).

  • Allows users to select the foundational regulatory template structure for building new report packages.

• Context: The "Create New Report" dialog modal fully populated before triggering generation.

• Key Components & Elements:

  • Configuration Fields: Shows filled inputs including template scope ("All templates"), reporting date, unit scale, dataset selection, financial institution, report name, unique code, and version identifier.

  • Submit Action: Primary action button to execute report populating and compilation.

Context: Interface toast notification / status banner following batch creation.

• Key Components & Elements:

  • Confirmation Banner: Displays a green success indicator with the system message: "125 reports created successfully".