# Managing reports in the project

This section explains how to generate, view and manage reports within the project. Reports are produced from predefined templates and can be downloaded in the available formats.

<div id="bkmrk-english-italiano" style="display: flex; gap: 8px; margin-bottom: 20px;">[<button id="bkmrk-btn-italiano" style="display: flex; align-items: center; gap: 6px; padding: 6px 14px; border: 1px solid #DEDFE0; border-radius: 6px; cursor: pointer; background: #EFF1F3; color: #333; font-weight: 600; line-height: 1;">![Bandiera italiana](https://wiki.eaglearca.com/uploads/images/gallery/2026-05/flag-italy-1f1ee-1f1f9.png) Italian version ↓</button>](https://wiki.eaglearca.com/link/159#bkmrk-%C2%A0italian-version%C2%A0)</div>---

<div id="bkmrk--1" style="display: flex; gap: 8px; margin-bottom: 20px;"></div><span id="bkmrk-italiano-1"> ![jQPeng.png](https://wiki.eaglearca.com/uploads/images/gallery/2026-05/KKPjqpeng.png) **English version**</span>

This section explains how to generate, view and manage reports within the project. Reports are produced from **predefined templates** and can be downloaded in the available formats.

<p class="callout info">Generating and deleting reports is only available if you have **edit permissions** for that template.</p>

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### Generating a report

**1.** From the left-side menu, click the **Report** icon (file-shaped icon) to open the dedicated section.

![Report icon.png](https://wiki.eaglearca.com/uploads/images/gallery/2026-05/scaled-1680-/report-icon.png)

**2.** Select the desired template from the list to open the **Report view**.

[![Report View.png](https://wiki.eaglearca.com/uploads/images/gallery/2026-05/scaled-1680-/report-view.png)](https://wiki.eaglearca.com/uploads/images/gallery/2026-05/report-view.png)

**3.** Click the **Generate report** button in the top-right corner.

[![Generate Report.png](https://wiki.eaglearca.com/uploads/images/gallery/2026-05/scaled-1680-/generate-report.png)](https://wiki.eaglearca.com/uploads/images/gallery/2026-05/generate-report.png)

**4.** A configuration window opens requiring:

- the selection of **a format** from those available, configured in the Backoffice;
- the completion of any **parameters**, which vary depending on the selected template and act as filters for the report content. Some parameters may be mandatory.

[![Report configuration.png](https://wiki.eaglearca.com/uploads/images/gallery/2026-05/scaled-1680-/4aBreport-configuration.png)](https://wiki.eaglearca.com/uploads/images/gallery/2026-05/4aBreport-configuration.png)

**5.** Click **Confirm** to start the generation, or **Cancel** to close the window without proceeding.

<p class="callout info">The **Confirm** button is disabled until all mandatory parameters have been filled in.</p>

<p class="callout warning">Report generation takes a few moments. **Do not leave the page during the process.** The progress status is visible directly in the report row, where the download button shows a spinner until completion.</p>

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### Report information

Once generation has started, the following information is shown for each element in the Report view:

- **Name** of the report
- **Creation date** (empty until generation is complete)
- **Status** (success or error; empty if generation has not yet concluded)
- **Selected** **format**
- **Parameters** entered during configuration

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### Downloading and viewing a report

Once generation is complete, the report can be **downloaded** using the download button on the element row. Alternatively, clicking the **blue Open button** that appears when hovering over the element opens the **report details**, which shows all associated information.

[![Report Details.png](https://wiki.eaglearca.com/uploads/images/gallery/2026-05/scaled-1680-/sKxreport-details.png)](https://wiki.eaglearca.com/uploads/images/gallery/2026-05/sKxreport-details.png)

If generation did not complete successfully, the error message is visible at the top of the report details.

[![Report error.png](https://wiki.eaglearca.com/uploads/images/gallery/2026-05/scaled-1680-/report-error.png)](https://wiki.eaglearca.com/uploads/images/gallery/2026-05/report-error.png)

<p class="callout warning">Reports **cannot** be edited after generation.</p>

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### Deleting a report

To delete a report, open the **report details** and click the **Delete** button, then confirm the operation. Alternatively, select one or more reports from the list: the **Delete** button will appear in the top-right corner of the view.

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##### Links

- *[Navigating between views](https://wiki.eaglearca.com/books/app-features/page/navigating-between-views "Navigating between views")*
- *[Managing objects in the project](https://wiki.eaglearca.com/books/app-features/page/managing-objects-in-the-project "Managing objects in the project")*

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<span id="bkmrk-%C2%A0italian-version%C2%A0-1">![flag-italy-1f1ee-1f1f9.png](https://wiki.eaglearca.com/uploads/images/gallery/2026-05/aiMflag-italy-1f1ee-1f1f9.png) **Italian version** </span>

Questa sezione spiega come generare, consultare e gestire i report all'interno del progetto. I report vengono prodotti a partire da **template predefiniti** e possono essere scaricati nei formati disponibili.

<p class="callout info">La generazione e l'eliminazione dei report sono disponibili solo se si dispone dei **permessi di modifica** per quel template.</p>

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### Generare un report

**1.** Dal menu laterale sinistro, clicca sull'icona **Report** (icona a forma di file) per aprire la sezione dedicata.

![Report icon.png](https://wiki.eaglearca.com/uploads/images/gallery/2026-05/scaled-1680-/report-icon.png)

**2.** Seleziona il template desiderato dalla lista per aprire la **vista Report**.

[![Report View.png](https://wiki.eaglearca.com/uploads/images/gallery/2026-05/scaled-1680-/report-view.png)](https://wiki.eaglearca.com/uploads/images/gallery/2026-05/report-view.png)

**3.** Clicca sul pulsante **Genera report** in alto a destra.

[![Generate Report.png](https://wiki.eaglearca.com/uploads/images/gallery/2026-05/scaled-1680-/generate-report.png)](https://wiki.eaglearca.com/uploads/images/gallery/2026-05/generate-report.png)

**4.** Si apre una finestra di configurazione che richiede:

- la scelta di **un formato** tra quelli disponibili, configurati nel Backoffice;
- la compilazione degli eventuali **parametri**, che variano in base al template selezionato e fungono da filtri per il contenuto del report. Alcuni parametri possono essere obbligatori.

[![Report configuration.png](https://wiki.eaglearca.com/uploads/images/gallery/2026-05/scaled-1680-/4aBreport-configuration.png)](https://wiki.eaglearca.com/uploads/images/gallery/2026-05/4aBreport-configuration.png)

**5.** Clicca **Conferma** per avviare la generazione, oppure **Annulla** per chiudere la finestra senza procedere.

<p class="callout info">Il pulsante **Conferma** è disabilitato finché tutti i parametri obbligatori non sono stati compilati.</p>

<p class="callout warning">La generazione del report richiede alcuni istanti. **Non lasciare la pagina durante il processo.**   
Lo stato di avanzamento è visibile direttamente nella riga del report, dove il pulsante di download mostra uno spinner fino al completamento.</p>

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### Informazioni del report

Una volta avviata la generazione, nella vista Report vengono mostrate le seguenti informazioni per ogni elemento:

- **Nome** del report
- **Data di creazione** (vuota fino al completamento della generazione)
- **Stato** (successo o errore; vuoto se la generazione non è ancora conclusa)
- **Formato** **selezionato**
- **Parametri** inseriti in fase di configurazione

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### Scaricare e consultare un report

Al termine della generazione il report può essere **scaricato** tramite il pulsante di download presente sulla riga dell'elemento. In alternativa, cliccando sul **pulsante blu Apri** che compare al passaggio del mouse sull'elemento si apre il **dettaglio report**, che mostra tutte le informazioni associate.

[![Report Details.png](https://wiki.eaglearca.com/uploads/images/gallery/2026-05/scaled-1680-/sKxreport-details.png)](https://wiki.eaglearca.com/uploads/images/gallery/2026-05/sKxreport-details.png)

Se la generazione non è andata a buon fine, il messaggio di errore è visibile in cima al dettaglio del report.

[![Report error.png](https://wiki.eaglearca.com/uploads/images/gallery/2026-05/scaled-1680-/report-error.png)](https://wiki.eaglearca.com/uploads/images/gallery/2026-05/report-error.png)

<p class="callout warning">I report **non** possono essere modificati dopo la generazione.</p>

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### Eliminare un report

Per eliminare un report apri il **dettaglio report** e clicca il pulsante **Elimina**, quindi conferma l'operazione. In alternativa, seleziona uno o più report dalla lista: comparirà il pulsante **Elimina** in alto a destra della vista.

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#### Collegamenti

- *[Navigare tra le viste](https://wiki.eaglearca.com/books/app-features/page/navigating-between-views "Navigating between views")*
- *[Gestire gli oggetti nel progetto](https://wiki.eaglearca.com/books/app-features/page/managing-objects-in-the-project "Managing objects in the project")*

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***Last update:** 22 May 2026*