Reports

Use Reports to upload data into a defined schema or download files generated by rules. Open Reports from the main nav. Managed reports require the reports permission; rule-generated exports require the rules permission.

Find or create a report

Use the search field to find reports by name. Managed reports have edit-schema and delete actions. Rule-generated reports show a lock and Rule-generated — read-only; their files come from a rule's Write CSV export action.

To create a managed report:

1. Click New report, enter a name, and press Enter to open the schema editor.
2. Define the columns: names, types, required fields, and any require-one-of groups. A require-one-of group lets a row supply one of several alternative fields.
3. Choose the load mode. Append adds each upload to existing data; Replace replaces existing data.
4. Save the schema, then open the report to upload a file.

For example, a report with an invoice number, invoice date, and amount should declare the expected date and numeric types before you upload. Make sure that the load mode is correct before you save a replacement file.

Changing a schema that already has uploaded files permanently deletes those files. The editor warns you and requires confirmation first.

Review and upload a file

Conversion is part of the report's upload flow. Start in the target report so River knows which columns the file must produce.

1. Under Upload file, drop or select a CSV, XLS, XLSX, or TXT file up to 100 MB.
2. If the workbook has multiple sheets, choose the sheet containing the data you want.
3. Review any requested column mappings. An unfamiliar layout can require confirmation of the source columns and report columns. You can use a confirmed layout for later files with the same structure.
4. Review the validation results and the converted data preview. Use Review mapping to correct a mismatch, or Download error samples when validation reports invalid rows. Correct the source or mapping and retry as needed.
5. Click Confirm and upload to save the validated file. In Replace mode, the button is Replace uploaded file and replaces the report’s current uploaded data. Review and conversion alone do not upload it.

The progress indicator follows Read file, Map columns, Check rows, and Save file. Download converted CSV, when available, downloads the normalized file separately. Downloading it does not save it to the report.

After upload, the report's files list provides download and delete actions. If a save fails after conversion, the flow preserves the converted file so you can retry without converting it again.

Run linked processing

A report linked to a processing notebook shows the notebook and run history. Uploading a file does not start the notebook. After the upload finishes, click Run notebook now. Review the run status to confirm that processing completed.

Reports without a linked notebook do not show this run panel.

Download rule-generated exports

Open a locked rule-generated report to download its files. These reports have no schema editor or upload workflow. Manage what they contain from Rules: the Write CSV export action's Replace mode keeps the latest CSV, while Append keeps one CSV per run.