---
title: "Creating and Configuring Reporting Packages"
description: "A Reporting Package is a virtual container that bundles together the elements required for a data collection process:\n- Form templates with completion instructions\n- Reporting entities with assigned collectors and approvers\n- Intercompany validation rules (if enabled)"
source_url: https://support.lucanet.cloud/en/documentation/data-collection/basic-configuration-dc/create-configure-reporting-packages
language: en
last_updated: 2026-05-28
---
# Creating and Configuring Reporting Packages

## Overview

A **Reporting Package** is a virtual container that bundles together the elements required for a data collection process:

- Form templates with completion instructions
- Reporting entities with assigned collectors and approvers
- Intercompany validation rules (if enabled)

Once a reporting package is fully configured, an **Administrator** can start data collection processes for it.

## Creating Reporting Packages

To create a reporting package:

{% stepper %}
{% stepper-step %}
Navigate to **Data Collection** | **Reporting packages**.
{% /stepper-step %}
{% stepper-step %}
Click **\+ Create reporting package** in the top right. The **Create Reporting Package** dialog is displayed:

'Create Reporting Package' dialog
{% /stepper-step %}
{% stepper-step %}
In the **Create Reporting Package** dialog, enter a unique name for the reporting package and click **Create**.

You can now configure the newly created reporting package (see the following section).
{% /stepper-step %}
{% /stepper %}

## Configuring Reporting Packages

The following options are available for configuring reporting packages:

### Settings

The following options can be configured in this step:

'Settings' step

#### Frequency

Frequency for data collection.

Options include:

- **Monthly**
- **Quarterly**
- **Semi-Annually**
- **Annually**

#### Group currency

Currency used at group level, selectable from a list of ISO currencies

#### Intercompany validation

Option to enable or disable intercompany validation for this package

#### Description

Optional description explaining the purpose of the reporting package

### Reporting entities

The following options can be configured in this step:

'Reporting entities' step

| Option | Description |
|---------|---------|
| Add reporting entities | Opens a dialog to select one or more reporting entities to include in the package |
| Collectors and Approvers | After adding reporting entities, you can configure user assignments. Assignments are copied by default from the **Reporting Entities** workspace, but you can overwrite them for this specific package. |

{% info-box %}
At least one Collector and one Approver must be assigned to each reporting entity. The same user can be assigned as both Collector and Approver.
{% /info-box %}

### Form templates

The following options can be configured in this step:

'Form templates' step

| Option | Description |
|---------|---------|
| Add form template | Opens a dialog to select one or more form templates in state **Published** to include in the reporting package |

## Managing Reporting Packages

The reporting packages list displays all configured reporting packages with the following information:

Reporting packages list

#### Reporting package name

Name of the reporting package

#### State

Current state of the reporting package:

- **Draft**
- **Published**

#### Collection process

Number of data collection processes started for this reporting package

#### Collection frequency

Configured collection frequency (monthly, quarterly, etc.)

#### Created on

Creation date

#### Last modified on

Date of the most recent modification

#### Context menu

Three-dot menu at the end of each reporting package row.

Available actions:

- **Start data collection** \- starts a data collection process for the selected reporting package
- **Edit**
- **Delete**

### Editing a Reporting Package

To edit an existing reporting package, click the three-dot menu at the end of the reporting package row and select **Edit**.

### Publishing a Reporting Package

When first created, a reporting package is automatically in **Draft** state. While in this state, it can undergo any number of modifications. Once its configuration is finalized, the reporting package must be **Published** before it can be used to start data collection processes.

To publish a reporting package, click **Publish** in the top right of the reporting package detail view.

A published reporting package can only be modified if it is not linked to ongoing data collection processes. Editing a published reporting package automatically brings it back to **Draft** state.

### Deleting a Reporting Package

To delete a reporting package, click the three-dot menu at the end of the reporting package row and select **Delete**. In the confirmation dialog, click **Yes, delete**.

{% warning-box %}
Only unused reporting packages can be deleted. Reporting packages linked to past or ongoing data collection processes cannot be deleted.
{% /warning-box %}