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PDF Report Builder

Generate professional, branded PDF reports from any CloudWise data source—cost insights (Dashboard), cost reports (Cost Reports page) or remediation actions (Remediation page). Air-gapped results are available through the API only, not from a screen.

Overview​

The Report Builder lets you:

  • Select fields — Choose exactly which columns appear in your report
  • Sort & group — Organize data by any field with multi-key sorting
  • Customize layout — Set page size, orientation, and branding
  • Save templates — Reuse configurations across reports

Scheduling or emailing Report Builder PDFs cannot be set up from the app's screens today. A separate Scheduled Cost Reports email (weekly or monthly, any plan) can be turned on under Settings → Notifications.

Getting Started​

  1. Open the Dashboard, Cost Reports or Remediation
  2. Click Build report (Dashboard) or Generate Report (Cost Reports, Remediation)
  3. The Report Builder modal opens with four tabs

Tabs​

Templates​

Start from a built-in preset or one of your saved templates:

PresetDescription
Executive SummaryHigh-level KPIs with charts — ideal for management
Detailed TechnicalAll fields with granular data — for engineering teams
Account ComparisonSide-by-side account breakdown — for multi-account environments

Click a preset to auto-fill fields, sort rules, and layout settings. You can further customize before generating.

Fields​

Check the fields you want in the report. Use the arrow buttons to reorder columns. Available fields depend on the data source:

  • Cost Insights — title, category, priority, potential_savings, status, recommendation, resource_id, region, account_name, waste_type, etc.
  • Cost Reports — service, account_id, region, cost, usage_type, etc.
  • Remediation — title, waste_type, resource_id, aws_account_id, region, risk_level, status, estimated_monthly_savings, estimated_annual_savings, created_at, completed_at, approved_at, etc.
  • Offline Waste (API only) — waste_type, resource_id, confidence, monthly_savings, category, etc.

Sort & Group​

  • Sort rules — Add multiple sort keys (e.g., sort by savings descending, then by service ascending)
  • Group by — Select a field to group rows into sections. Each group gets a subtotal in the PDF

Layout​

  • Page size — A4, Letter, or Legal
  • Orientation — Portrait or Landscape
  • Include cover page — Adds a branded title page with generation date
  • Include table of contents — Auto-generated from groups
  • Include summary — KPI cards and chart at the top
  • Custom branding (Compliance tier) — Set a report title, a subtitle (for example "Prepared for Acme Corp") and a confidentiality notice. The logo cannot be changed

Generating a Report​

  1. Configure your report using the tabs above
  2. Click Generate PDF
  3. The system processes your report
  4. A download link appears automatically when ready
  5. The PDF is also stored in S3 with a 7-day download link

Preview​

Click Preview to see a summary of your report data without generating the full PDF. The preview shows:

  • Summary statistics (total rows, groups, aggregations)
  • First 5 rows of data as a sample table

Templates​

Saving Templates​

After configuring a report, type a name in the Template name box and click Save (Agentic and Compliance plans) to reuse the configuration later.

Managing Templates​

  • Templates appear in the Templates tab alongside built-in presets
  • Click a saved template to load its configuration
  • Delete templates you no longer need

Template Limits​

TierCustom Templates
Free—
Shield—
Agentic AI5 templates
ComplianceUnlimited

Tier Access​

FeatureFreeShieldAgentic AICompliance
Report Builder accessNoFullFullFull
PDF generationNo✓✓✓
Custom templates——Up to 5Unlimited
Email delivery———✓
Custom branding———✓

Data Sources​

Cost Insights​

Reports from the Dashboard use the Cost Insights source: recommendations, waste categories and potential savings.

Cost Reports​

Reports from the Cost Reports page include cost breakdowns by service, account, region and date.

Remediation Actions​

Reports from the remediation queue include action history, status tracking, and savings achieved through executed fixes.

Air-Gapped Waste​

Offline findings can be reported through the API only (source_type offline_waste); the Air-Gapped page has no Generate Report button.

API Endpoints​

For programmatic access, the Report Builder exposes these endpoints:

MethodEndpointDescription
POST/api/v1/reports/generateStart PDF generation
GET/api/v1/reports/generate/{job_id}Poll generation status
POST/api/v1/reports/previewGet data preview
GET/api/v1/reports/fields/{source_type}List available fields
POST/api/v1/reports/templatesCreate template
GET/api/v1/reports/templatesList templates
PUT/api/v1/reports/templates/{id}Update template
DELETE/api/v1/reports/templates/{id}Delete template

Troubleshooting​

Report generation fails​

  • Check that you have at least one field selected
  • Ensure your data source has data (e.g., cost reports need linked AWS accounts)
  • Verify your tier allows PDF generation (Shield or higher)

Preview shows no data​

  • Confirm the date range and filters match existing data

Template save fails​

  • Check you haven't exceeded your tier's template limit
  • Ensure the template name is not empty