---
id: SCR-PFM-QRY-008
title: Report view
route: '/console/{tenantId}/reports/{reportId}'
surface: console
product_area: platform
module: queries
revision: 1
status: draft
design_intent: proposed
implementation_evidence: observed
inference: []
source_sha:
  react-console: baf6dae382d6f41dce976c7f848667ccc37e076f
  services-platform: ad3f6a6582843008ed0f5a17b131878d15829af1
purpose: >-
  Present a report using the viewer’s access and expose permitted editing, sharing, printing and
  recurring delivery.
supports:
  - JNY-PFM-QRY-001
  - JNY-PFM-QRY-004
  - CAP-PFM-QRY-011
  - CAP-PFM-QRY-013
  - CAP-PFM-QRY-015
permission: >-
  platform.reports.read; data needs platform.saved-queries.read and the dataset’s query key; writes
  and exports need platform.reports.use
entry_from:
  - Report catalog
exits_to:
  - 'print preview (/print/{tenantId}/reports/{reportId})'
  - schedule editor dialog
displays:
  - field: 'Presentation definition, returned powers and source-change indication.'
    source: getReport
  - field: Source-query output evaluated with the viewer’s current access.
    source: runSavedQuery (with refine)
  - field: Background rendering progress and the completed file.
    source: getQueryExport
actions:
  - label: Save
    operation_id: updateReport
    permission: platform.reports.use
    confirm: false
  - label: Save Report As
    operation_id: createReport
    permission: platform.reports.use
    confirm: false
  - label: Who Can Open It
    operation_id: updateReport
    permission: platform.reports.share
    confirm: false
  - label: Export PDF or Excel
    operation_id: startReportExport
    permission: platform.reports.use
    confirm: false
  - label: Download
    operation_id: downloadQueryExport
    permission: platform.queries.read
    confirm: false
  - label: Schedule
    operation_id: createQuerySchedule
    permission: >-
      platform.query-schedules.use (console); route also requires platform.queries.read and schedule
      use or manage; service requires platform.reports.use
    confirm: false
  - label: Delete
    operation_id: deleteReport
    permission: platform.reports.use
    confirm: true
states:
  - report loading
  - report missing or hidden
  - presentation read-only
  - edited layout not saved
  - source definition changed
  - source audience refuses sharing
validation:
  - BR-CAP-PFM-QRY-011-04
  - BR-CAP-PFM-QRY-011-05
  - BR-CAP-PFM-QRY-011-07
  - BR-CAP-PFM-QRY-011-09
  - BR-CAP-PFM-QRY-011-10
  - BR-CAP-PFM-QRY-011-11
  - BR-CAP-PFM-QRY-013-02
patterns:
  - Standard or Full layout per report
  - report header with provided-by-Rhythm marker
  - 'save as and sharing dialogs (private, specific roles, everyone in the organization)'
  - export request
component: >-
  components/reporting/report-screen.tsx, report-header.tsx, report-dialogs.tsx,
  use-report-actions.ts
evidence:
  - >-
    react-console at baf6dae: app/(console)/console/[tenantId]/reports/[reportId]/page.tsx;
    components/reporting/*.tsx; lib/reporting/export/request.ts
controls: [TC-AVL-004, TC-AVL-005, TC-AZ-001, TC-AZ-002, TC-AZ-003, TC-AZ-004, TC-AZ-005, TC-DAT-001, TC-DAT-002, TC-DAT-003, TC-DAT-004, TC-DAT-005, TC-IAM-001, TC-IAM-002, TC-IAM-003, TC-IAM-004, TC-IAM-005, TC-IAM-006, TC-LOG-001, TC-LOG-002, TC-LOG-003, TC-LOG-004, TC-LOG-005, TC-MON-001, TC-MON-002, TC-PI-001, TC-PI-002, TC-PI-003, TC-PI-004, TC-PI-005, TC-PRV-001, TC-PRV-002, TC-SEC-001, TC-SEC-002, TC-SEC-003, TC-SEC-004, TC-TEN-001, TC-TEN-002, TC-TEN-003, TC-TEN-004, TC-VEN-001, TC-VEN-002, TC-VEN-003]
---

# Report view

## What the Screen Is For

Present a report using the viewer’s access and expose permitted editing, sharing, printing and recurring delivery.

## What It Shows and Lets People Do

The view renders the stored kind and narrows source execution through supported parameters. Save and Save As retain their distinct ownership behavior. Sharing, rendering and scheduling use their implemented grants, including the separate schedule-use console gate.

## States and Errors

The report can be visible while its source execution fails. Removed or hidden presentations use the unavailable state. Save conflict, source changes and sharing refusal require deliberate resolution.

## Patterns It Must Respect

The existing report-specific layout supplies its header, sharing and copy dialogs and export controls. Rendering uses the print workflow rather than issuing unrestricted browser API reads.