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PlatformFeaturesReportsOverview

Reports

Reports turn your synced cloud data into visual dashboards. Use them to monitor security posture, compliance status, cost optimization opportunities, and resource inventory across all your connected integrations.

Reports are defined as code (YAML). You can create your own reports from scratch or customize one of the built-in report templates.

Creating a Report from a Template

  1. Open Reports from the main navigation.
  2. Click Use a template to browse available templates.

Built-in Report Templates Built-in report templates

  1. Search by integration name or report category. For example, type “aws” to find all reports that use the AWS integration.
  2. Select a template to see a preview, then click Save to create the report.

See built-in report templates for a full list of available templates and their use cases.

Creating a Report from Scratch

  1. From the Reports page, click New Report and select Build from scratch.
  2. The report editor opens with YAML code on the right and a live preview on the left.

CloudQuery Report Editor CloudQuery report editor

  1. Edit the YAML to define your widgets. For example, to change a widget to a pie chart:

     display:
   type: pie_chart

  2. Click Preview Changes to see the updated visualization.

See the Reports YAML documentation for the full reference on widget types, filters, and configuration options.

Report Layout

Reports have a standardized layout. Filters appear at the top right. Below the filters, a button shows which integrations are required or recommended to populate the report’s data.

Widget layout is automated by the platform. You can control widget width using the width property in the YAML, but the overall arrangement is managed automatically.

Visualizations

Each visualization has a dropdown menu in its header bar that lets you:

  • Open the underlying SQL query in the SQL Console
  • Copy the SQL query to your clipboard

Table visualizations also include a search box and a full-screen view.

Detail of a table visualization header bar with search, full screen button, and a dropdown menu with SQL query actions.

Table visualization header with search, full screen, and SQL query actions

Troubleshooting

No Data in a Report

Check the Tips for using this report button at the top right of the report. The popup lists the integrations the report needs. Make sure you have a sync set up for the required integrations.

Example Tips for using this report.

Some Widgets Are Empty

The resource type may not exist in your environment, or your integration may not sync that table. Open the widget query in the SQL Console using the dropdown menu and check which tables are used. Verify your integration has those tables selected for syncing.

No Widgets Visible

The report YAML is likely malformed. Check the indentation and spacing. Try removing individual widgets to isolate which one causes the issue.

Slow Report Performance

Reports that query CloudTrail data can be slow due to large data volumes. To improve performance, limit the CloudTrail sync to a shorter time frame or to specific event types using Table Options on the AWS integration.

Programmatic access

Reports and report templates can be managed via the Platform API. See the Platform API Reference (reports section) for endpoint details.

Next Steps

Last updated on
MCP ServerBuilt-in Report Templates