Scheduled reports

Scheduled reports deliver a complete cost picture on a cadence you choose — no one has to remember to run anything.

Creating a report

1. Go to Scheduled Reports and click New Report.
2. Choose the frequency — daily, weekly, or monthly — and the data window it covers.
3. Set the scope: the whole estate, specific subscriptions/accounts, or a Cloud Group.
4. Pick the sections to include: spend summary, trend, findings, waste, recommendations, and the forecast (with its confidence range).
5. Add recipients and save.

Attachments

Reports can attach Excel and PDF versions of the content — polished documents recipients can forward or file. (On Enterprise, copies can also be delivered to your own storage.)

Send history

Each report keeps a history of sends: when it went out, what triggered it, headline numbers, and whether delivery succeeded — so “did finance get the month-end report?” has an answer.

Managing reports

• Toggle a report inactive to pause it without deleting.
• Send now triggers an immediate out-of-cycle send.
• Plan limits apply to the number of active reports; usage is visible under Subscription.

Note

If an account in a report’s scope is later deselected or removed from the cloud, it is dropped from the scope automatically; the report is only deactivated if its scope becomes empty. See Connection lifecycle.