Export reports and data

Get reports and data out of the CloudBolt Platform as documents, spreadsheets, or raw data

There are three ways to get information out of the platform:

  • Document exports: Render a report as a PDF, PowerPoint, or Excel file, formatted like the on-screen report and suited to sharing with stakeholders.
  • Data exports: Download the rows behind a table as CSV or JSON for your own analysis.
  • Scheduled email delivery: Send a report to recipients automatically on a recurring cadence. See Saved Reports.

Export a report

  1. Open the report: a Cost Explorer report, or a saved Cost, Detail, Kubernetes, or Summary report.
  2. Select the export icon in the report header.
  3. Choose a format. The export renders server-side and downloads when ready.

Available export formats by report type:

Report Formats
Cost Explorer / Cost report PDF, PowerPoint (.pptx), Excel (.xlsx), CSV, JSON
Detail report PDF, CSV, JSON
Summary report PDF, PowerPoint (.pptx), Excel (.xlsx). Exports include the security & compliance pages, which do not appear on screen. See Summary Report.
Kubernetes report PDF, PowerPoint (.pptx), Excel (.xlsx)

Export data from analysis pages

Several analysis pages offer raw data downloads of the currently filtered view:

  • Resource Inventory: CSV or JSON of the current resource list, from the export menu next to the filter bar.
  • Security: CSV or JSON of the loaded findings or compliance rows, from the page header.
  • Tag Analysis: CSV of the current tab’s data (coverage by account, or recommendations).

Deliver reports on a schedule

For recurring needs, schedule any saved report for email delivery (daily, weekly, or monthly, as PDF, PPTX, or XLSX) instead of exporting manually. Refer to Saved Reports for the scheduling flow, or share the report directly with teammates from the report library.