# Understanding the Report Configuration Matrix

## Overview

The Report Configuration Matrix explains how report types map to monitor contexts, which report-specific options are available, and which capabilities can be enabled per report. It provides a single conceptual reference to understand report behavior before configuration and execution.

**In this article, you will understand:**

- How report types differ by monitor type dependency
- Which report-specific fields and value sets are available
- How feature toggles and filters vary between reports


Available in:

* [Data Clinic Reports tutorial](/documentation/_public/tutorials/data-sharing-platform/dsp-generate-reports-data-clinic) - practical report generation flow
* [Developer Guidelines](/documentation/_public/developer-guidelines) - platform-wide standards and conventions


## What is the Report Configuration Matrix?

The Report Configuration Matrix is a structured reference model for report setup. It shows the relationship between a report and its execution context, including monitor requirements, field-level options, and feature availability. Instead of describing steps, it defines what is configurable and where constraints exist.

This model helps teams align report configuration with operational expectations:

- Determine whether a report requires an active monitor type or can run independently
- Select valid value sets for report-specific fields
- Understand which output and feature flags are applicable for each report


## Report Configuration Reference

The table below lists all reports with their monitor type, report-specific configuration fields, supported file formats, and available features.

**Legend:** `YES` = available or applicable, `NO` = not applicable

| Report Name | Monitor Type | Report-Specific Fields  | Field Values or Options  | Quick Filters  | File Format | Expiry Date | Created At Filter | SHOW COVER PAGE | SHOW ADDITIONAL ATTRIBUTES | ENABLE TRANSFORMATIONS | Notes |
|  --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- |
| AML Guard Audit Trail Report | Screening | List Type (multi-select), Quick Filters (single-select) | Sanction List, Watch List, Politically Exposed Persons | `OPEN_CASES_ONLY`, `ONLY_WITH_DECISIONS`, `ONLY_WITH_CONFIRMED_CASES`, `ONLY_WITH_CLEARED_CASES` | CSV / XLSX | YES | YES | YES | NO | NO | Created At filter available |
| Sanction and Watchlist Screening Report | Screening |  |  |  | CSV / XLSX | NO | NO | NO | NO | NO |  |
| Address Curation Report | Augmentation |  |  |  | CSV / XLSX | YES | NO | NO | YES | YES |  |
| Augmented Business Partner Report | Augmentation | Summary Classification (multi-select) | `CRITICAL`, `MAJOR`, `MINOR`, `TRIVIAL`, `REJECTED`, `UNMODIFIED` |  | CSV / XLSX | YES | YES | NO | YES | YES | Created At filter available |
| Data Defects Report | Data Quality Profiling | Violation Level (multi-select) | `OK`, `INFO`, `WARNING`, `ERROR` |  | CSV / XLSX | YES | NO | NO | YES | YES |  |
| Defective Records Report | Data Quality Profiling | Violation Level (multi-select) | `OK`, `INFO`, `WARNING`, `ERROR` |  | CSV / XLSX | YES | NO | NO | YES | NO | `ENABLE_TRANSFORMATIONS` listed in source but no DTD marked - needs confirmation |
| Data Mirror Dump Report | None (no monitor required) |  |  |  | CSV / XLSX | YES | NO | YES | YES | YES |  |
| DnB Dump Report | None (no monitor required) | DnB Storage Type (select) | `DNB`, `DNB.LINKAGE.LNKELI`, `DNB.MASTER.DATA.BASIC`, `DNB.MASTER.DATA.EXTENDED`, `DNB.MASTER.DATA.LNKG`, `DNB.MASTER.DATA.MGMT` |  | CSV / XLSX | YES | NO | NO | NO | NO | Data download only; no monitor dependency |
| Data Quality And Augmentation Report | Augmentation |  |  |  | CSV / XLSX | YES | NO | YES | YES | YES |  |
| Duplicate Matching Report | Duplicate | `SHOW_MATCHING_EXPLANATION`, `SHOW_RETRACTED_LINKS`, `GENERATE_MATCHING_GROUPS` (toggles) |  |  | CSV / XLSX | YES | NO | YES | YES | NO |  |
| HCP HCO Monitoring Report | Augmentation | Summary Classification (multi-select), Provenance (searchable dropdown) | `CRITICAL`, `MAJOR`, `MINOR`, `TRIVIAL`, `REJECTED`, `UNMODIFIED`; `CH.MEDREG`, `CH.BETREG` (+ full external sources list) |  | CSV / XLSX | YES | NO | NO | YES | NO |  |
| Identifier Qualification Report | Data Quality Profiling |  |  |  | CSV / XLSX | YES | NO | NO | YES | NO |  |
| Identifier Qualification Per Decision Report | Data Quality Profiling |  |  |  | CSV / XLSX | YES | NO | NO | YES | NO |  |
| Legal Entity Curation Report | Augmentation |  |  |  | CSV / XLSX | YES | NO | NO | YES | YES |  |
| Legal Entity Curation Report V3 | Augmentation |  |  |  | CSV / XLSX | YES | NO | NO | YES | YES |  |
| Natural Person Screening Report | Augmentation |  |  |  | CSV / XLSX | YES | NO | NO | YES | YES |  |
| Overlap Report | Augmentation |  |  |  | CSV / XLSX | YES | NO | YES | YES | NO |  |
| Subscription Report | Augmentation | Provenance (searchable dropdown) | All external data sources (for example `AT.FON` - full list) |  | CSV / XLSX | YES | NO | NO | NO | NO |  |
| Updates Report | Augmentation | Summary Classification (multi-select), Provenance (searchable dropdown) | `CRITICAL`, `MAJOR`, `MINOR`, `TRIVIAL`, `REJECTED`, `UNMODIFIED`; all external data sources (for example `AT.FON` - full list) |  | CSV / XLSX | YES | NO | NO | YES | YES |  |


## Field Values Reference

The following enumerations are shared across report-specific configuration fields.

### Summary Classification

Used by: Augmented Business Partner Report, HCP HCO Monitoring Report, Updates Report

| Value |
|  --- |
| `CRITICAL` |
| `MAJOR` |
| `MINOR` |
| `TRIVIAL` |
| `REJECTED` |
| `UNMODIFIED` |


### Violation Level

Used by: Data Defects Report, Defective Records Report

| Value |
|  --- |
| `OK` |
| `INFO` |
| `WARNING` |
| `ERROR` |


### List Type (AML)

Used by: AML Guard Audit Trail Report

| Value |
|  --- |
| `Sanction List` |
| `Watch List` |
| `Politically Exposed Persons` |


### Quick Filters (AML)

Used by: AML Guard Audit Trail Report

| Value |
|  --- |
| `OPEN_CASES_ONLY` |
| `ONLY_WITH_DECISIONS` |
| `ONLY_WITH_CONFIRMED_CASES` |
| `ONLY_WITH_CLEARED_CASES` |


### DnB Storage Type

Used by: DnB Dump Report

| Value |
|  --- |
| `DNB` |
| `DNB.LINKAGE.LNKELI` |
| `DNB.MASTER.DATA.BASIC` |
| `DNB.MASTER.DATA.EXTENDED` |
| `DNB.MASTER.DATA.LNKG` |
| `DNB.MASTER.DATA.MGMT` |


### Provenance (HCP HCO)

Used by: HCP HCO Monitoring Report

| Value |
|  --- |
| `CH.MEDREG` |
| `CH.BETREG` |


### Provenance (Updates and Subscription)

Used by: Updates Report, Subscription Report

Full external data source list - see the External Data Sources reference sheet.

## Monitor Type Dependencies

Each report is associated with a monitor type that determines data context and dependencies. Reports marked as `None` require no active monitor.

### Augmentation

| Compatible Report |
|  --- |
| Address Curation Report |
| Augmented Business Partner Report |
| Data Quality And Augmentation Report |
| HCP HCO Monitoring Report |
| Legal Entity Curation Report |
| Legal Entity Curation Report V3 |
| Natural Person Screening Report |
| Overlap Report |
| Subscription Report |
| Updates Report |


### Data Quality Profiling

| Compatible Report |
|  --- |
| Data Defects Report |
| Defective Records Report |
| Identifier Qualification Report |
| Identifier Qualification Per Decision Report |


### Screening

| Compatible Report |
|  --- |
| AML Guard Audit Trail Report |
| Sanction and Watchlist Screening Report |


### Duplicate

| Compatible Report |
|  --- |
| Duplicate Matching Report |


### None (no monitor required)

| Compatible Report |
|  --- |
| Data Mirror Dump Report |
| DnB Dump Report |


## Summary

The Report Configuration Matrix provides a consistent conceptual baseline for report planning and configuration. By mapping report types to monitor dependencies, field-level options, and feature availability, it helps teams reduce configuration ambiguity and improve predictability in reporting outcomes.

## Related Resources

- [How to Generate Reports in the Data Clinic](/documentation/_public/tutorials/data-sharing-platform/dsp-generate-reports-data-clinic)
- [Developer Guidelines](/documentation/_public/developer-guidelines)


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