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Creating Reports

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.

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      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.

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      • 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.

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      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".


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      Context: Overview dashboard for an active reporting set package (e.g., "Finrep Demo").

        Key Components & Elements:

          Set-Level Controls: Top action bar offering tools to Rename, Create copy, Compare, Import / Download full set, Lock / Unlock all, Delete all, Generate delivery file, and run Validate.

          Status Table: Lists individual reports contained within the set alongside their validation status and editing state.


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          Context: Right-click context menu active on a reporting set folder in the navigation tree.

            Key Components & Elements:

              Management Actions: Direct options including Create copy, Manage links, Lock all (sets read-only mode), Unlock all (enables editing), and Delete.


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