Reporting and dashboards
Report builder.
Build dashboards on your live data, click into any number, and share them with the people who need them.
In one sentence
The AlignX report builder lets any user build a dashboard on the live connected model without code, drill from any chart into the record behind it, and publish the result to a view or to named people.
Risk Treatment Board
Ash Ghazaly · 14/07/2026
Risk Matrix Heatmap
Ash Ghazaly · 14/07/2026
Policy Lifecycle
Ash Ghazaly · 14/07/2026
Attestation Status
Ash Ghazaly · 14/07/2026
Decision Log
Ash Ghazaly · 14/07/2026
Provider Ecosystem
Ash Ghazaly · 14/07/2026
Technology Portfolio
Ash Ghazaly · 14/07/2026
Enterprise 360
Ash Ghazaly · 14/07/2026
Contract Renewals
Ash Ghazaly · 14/07/2026
Obligation Compliance
Ash Ghazaly · 14/07/2026
Interface Data Flows
Ash Ghazaly · 14/07/2026
Application Lifecycle
Ash Ghazaly · 14/07/2026
ax_risk · sum(score) · by Category
ax_risk · count · by Residual impact
ax_risk · count · Likelihood grid Impact
ax_risk · count · by Residual likelihood
Step 1 of 9 · Open a dashboard
Click the highlighted control to move through the tour.
Live
Charts that read your data as it is.
Every chart reads the live record set in your Microsoft environment. Nothing is exported, nothing is stale.
Drill-through
Go to the source from any chart.
Click a bar, a slice or a heatmap cell and the records behind it open, filtered to that point.
On the record
A dashboard on a programme shows that programme.
Put a dashboard on any record and it scopes itself. One filter runs across every tile.
Sharing
Share the dashboard, not the database.
Share it with a person, or publish it to an entity view. Your Microsoft roles decide who sees what.
What is in the box
Simple to start. Enough for the register.
- Bars, lines, donuts, tables, KPIsPick the chart that fits the question. Change it later without rebuilding.
- Filters on any fieldFilter and sort on the record’s own fields. One filter bar runs across the board.
- Drill-through on every chartAny bar, slice or cell opens the records behind it.
- Dashboards on recordsA dashboard on a programme, a risk or a contract shows that record only.
- Share per person or entity viewShare with someone, or publish it to everyone who works on that kind of record.
- Start from a templateOpen a template from the hub and change what you need.
Questions
What teams ask.
Where does the data come from?
From your own Dataverse environment, live. A dashboard reads the records as they are when you open it. Nothing is exported or copied.
Do I need Power BI?
No. Dashboards run inside AlignX, in your Microsoft environment. Power BI stays an option for enterprise reporting alongside it.
Who can see a dashboard I share?
The people you share it with, or everyone who can open that kind of record if you publish it to an entity view. Your Microsoft roles apply either way.
Can I click into a chart?
Yes. Any bar, slice or heatmap cell opens the records behind it, filtered to that point, so you can act on them.
Which chart types are there?
Bars, lines, areas, pies, donuts, tables, treemaps, KPI tiles, scorecards and comparison tiles, with radar, scatter and matrix views for architecture and portfolio work.
Build your first dashboard.
It runs inside your Microsoft environment, on your data.