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PDF Report Builder

Generate professional, branded PDF reports from any CloudWise data source—cost insights, cost views, remediation actions, or air-gapped waste scans.

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
  • Schedule delivery — Automatically email reports on a recurring basis (Compliance tier)

Getting Started​

  1. From any data view in the Workspace (overview, cost views, the remediation queue, or air-gapped results)
  2. Click the Generate Report button
  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 — service, category, priority, potential_savings, recommendation, etc.
  • Cost Reports — service, account_id, region, cost, usage_type, etc.
  • Remediation — action_type, status, resource_id, monthly_savings, risk_level, etc.
  • Offline Waste — 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 — Add your company name and logo URL (Compliance tier)

Generating a Report​

  1. Configure your report using the tabs above
  2. Click Generate PDF
  3. The system processes your report (typically 5–15 seconds)
  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, click Save as Template to reuse the configuration later. Enter a name and optional description.

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 access—Preview onlyFullFull
PDF generation——✓✓
Custom templates——Up to 5Unlimited
Email delivery———✓
Scheduled reports———✓
Custom branding———✓

Data Sources​

Cost Insights​

Reports generated from the Workspace overview include optimization recommendations, waste categories, and potential savings.

Cost Views​

Reports from the Workspace cost views include cost breakdowns by service, account, region, and time period.

Remediation Actions​

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

Air-Gapped Waste​

Reports from Air-Gapped Results include offline waste detection findings. Filters are scoped to the specific upload session.

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 (Agentic AI or higher)

Preview shows no data​

  • Confirm the date range and filters match existing data
  • For air-gapped reports, verify the upload ID is valid

Template save fails​

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