Reports

Compose your own page of compliance data — charts, tables, single numbers, filters and text on one saved layout you can reopen, export and hand to a colleague.

The dashboard answers a fixed set of questions. Sometimes the question is yours. A report in Aegis is a page you build: a saved arrangement of widgets (the individual boxes — a chart, a table, a number, a filter, a block of text) placed on a grid. Each widget queries the database every time the report is opened, so the figures are current rather than frozen on the day the report was written.

Who uses it

Four permissions govern this module and they do not line up in one ladder. A Contributor can build a report but cannot export it; a Viewer can export one but cannot open the builder at all.

What the list contains also depends on your role. An Admin or Manager sees every report on the tenant; everyone else sees their own plus any report marked as a shared template. Opening /reports/builder without create permission sends you to the /unauthorized page rather than to a canvas whose Save would fail.

What's on this screen

Reports sits at /reports, inside the REPORTING group in the left sidebar — near the bottom of the menu, below ASSETS (CMDB) and AI. Across the top runs the application bar: the environment name (staging in the capture below), the search box, the language switch EN, the light/dark moon, the help ?, the notifications bell, and your signed-in name with Sign out.

The page itself is deliberately plain. The header reads Reports over the line Create and manage custom reports, with one primary action — New Report — at the top right. There is no filter bar, no in-page search and no tabs; the header sits directly above the list.

Once you have saved something, the body becomes a table of five columns: Name, Description (reading No description when blank), Created, Updated and Actions. The Actions cell holds up to five controls, each shown only if your role holds the matching permission: a pencil that opens the builder, buttons labelled PDF, XLSX and CSV, and a trash can.

In the capture below the tenant has no saved reports, so the table is replaced by the empty state: a document icon, the heading No reports yet, the line Create your first report to visualize and share your GRC data. and a second Create Report button. A role without create permission sees No reports have been created yet. and no button.

1. Expand the REPORTING group in the left sidebar and select Reports. The page opens at /reports with the header and the list area beneath it.
2. The help ? in the application bar leaves Reports and opens this guide at the chapter for the screen you were on. Your signed-in name and Sign out sit to the right of it.
3. Select New Report at the top right. The report builder opens at /reports/builder with an empty canvas and the name Untitled Report.
4. On a tenant with no reports, the centre of the page shows the No reports yet panel with its own Create Report button. Either button starts the same blank report.

Starting from a template

Aegis ships six built-in templates — Executive Summary, Compliance Status, Risk Overview, Vendor Assessment, Incident Summary and Audit Trail Report — each a ready-made arrangement you can then change. This guide has no capture of the builder; the steps below name its controls exactly as they are labelled on screen.

1. In the builder toolbar, select Templates. A dialog headed Choose a Template opens with a search box, category buttons starting at All Templates, and the templates as cards with a Blank Report card first.
2. Select a template card. The dialog closes, the canvas fills with its widgets, the report takes the template's name and description, and the toolbar shows Unsaved changes — nothing has been written yet. The Blank Report card closes the dialog and leaves the canvas as it was.
3. Select Save. The report is created and the address gains its identifier (/reports/builder?id=…), which you can bookmark or pass to a colleague.

Adding and configuring widgets

The builder has three fixed regions: a toolbar across the top carrying the report name, the Unsaved changes marker and the Templates, Preview, Export, Reset and Save buttons; the Widget Library panel down the left, under the line Drag widgets onto the canvas or click to add; and a twelve-column grid canvas filling the rest. An untouched canvas reads Empty Report over Drag widgets from the library panel on the left to build your report. A fourth panel — the widget configuration — opens along the right edge, but only while a widget is selected.

1. Select the report name in the toolbar and type over it. A new report starts as Untitled Report; give it a name a colleague will recognise and press Enter. Escape abandons the edit and keeps the old name.
2. In the Widget Library panel, select a widget type or drag it onto the canvas. A widget with default settings appears and the toolbar switches to Unsaved changes.
3. Select the widget on the canvas. A panel headed Configure Widget opens along the right edge, showing the Title field, the fields for that widget type and a trash can. It closes again when no widget is selected.
4. Set the data source and options. For a chart, choose Data Source first — the Group By list is rebuilt from that choice, so after changing the source you need to pick a grouping again from the new list.
5. Drag the widget by its title bar to move it, or its bottom-right corner to resize it. Other widgets shuffle aside rather than overlapping.
6. Select Save. The button stays inert until something has changed, so a greyed-out Save means nothing is outstanding.

The library offers five widget types:

Charts and tables draw on eight sources: Risks, Policies, Vendors, Framework Controls, Compliance Scores, Evidence, Procedures and Environmental Metrics. The KPI Metric list reaches further, adding incidents (including Avg. Resolution Time (hours)), audit events, active users, login events and the recorded environmental totals for energy, water and waste.

Removing a widget

1. Select the widget on the canvas, then the trash can — on the widget's own header or at the top of the Configure Widget panel. Pressing Delete or Backspace with the widget focused does the same. All three open one confirmation.
2. A dialog headed Delete Widget asks Remove this widget from the report? You can restore it with Reset until you save. Confirm to remove it; Reset brings it back until you save.

Previewing and exporting

Preview opens the report as a reader will see it: a full-screen dialog headed with the report's name, noting Preview mode - This is how your report will appear when exported. Inside it the report is drawn as a white page — the name, the description, a generated-on date, then the widgets stacked one under another in layout order (top row first, left to right), and the footer Generated by Aegis GRC Platform. Charts, tables, KPIs and text are rendered with live data; a filter widget is not, and shows Unknown widget type instead, so a report built around filters previews and exports without them. No editing controls are shown. Select Close Preview to return to the builder.

Export in the toolbar offers Export as PDF, Export as Excel and Export as CSV. It appears only for a role holding export permission, so a Contributor will not see it, and an unsaved report prompts you to save first. The same three formats sit on the list page as the PDF, XLSX and CSV buttons — the route a Viewer uses, since the builder is closed to them. If an export started from the list fails, the message Could not export the report appears and nothing downloads; the same failure in the builder raises a browser alert instead.

Reopening and editing a saved report

1. On the Reports page, select the report's name, or the pencil in its Actions cell. The builder opens with that report loaded and no Unsaved changes marker. A role without create permission sees the name as plain text and has no pencil.
2. Add, remove or reconfigure widgets, then select Save. The Updated date on the list moves to today, and the next person to open the report sees the new version.

Deleting a report

1. On the Reports page, select the trash can in the report's Actions cell. The icon is present only for a Manager or Admin.
2. A confirmation dialog asks Are you sure you want to delete "…"? with the report's name. Confirm to remove it, or cancel to keep it.

Tips and limits

• A widget only shows data you are allowed to read: every request carries the read permission of the source's own module, so a Risks chart is refused for someone without risk access. A refused or failed widget reads Unable to load data.
• A widget reading No data available means the source holds no matching records rather than a fault. Clear any filter on the page and check the source module holds data on your tenant.
• Columns on a table widget is typed as comma-separated field names, and a name outside the allowed list for that source is dropped; if none of the names survive, the widget falls back to every column that source allows. A text widget renders headings, bold, lists and links only when its Format is set to Markdown.
• There is no per-report sharing control and no per-report permission — access follows the module and the four permissions in the table above. If you need a report restricted to a smaller group, speak to your administrator; the platform does not offer that today.
• Reports are built and exported on demand. Scheduled delivery of a saved report is not available from the interface at present.
• The builder has no AI assistance: every widget is one you choose and configure. For an AI-drafted narrative aimed at a board, see Board reports, where a person reviews and approves the text before it goes anywhere.

Where this connects

Board reports are the narrative alternative to a widget layout. The figures your widgets draw on come from Risks, Policies, Vendors, Evidence, Procedures, Incidents and Compliance frameworks. For ready-made charts, see Analytics and Benchmarking; for the permissions behind the table above, Roles and permissions.