How to create a scheduled Cost & Usage report

In Umbrella Cost, the Schedule Report is based on Cost & Usage Explorer, Dashboards and Assets. We recommend reading this article to understand more about the capabilities of our Cost & Usage Explorer. See more details on how to use the Cost & Usage Explorer here.

Create a Schedule Report from Cost & Usage

1. Access the Cost & Usage section.
2. Choose Cost & Usage Explorer.
3. Select the Granularity (Day, Week, Month).

4. Select the Group X by Y and filters (for example Service by Date, or Service by Linked Account).

5. Click the Save icon and choose Save as Report.

6. In the Save Report dialog, define the following:

• Enter the Report Name.
• Select the Report Period.
• Enter the Recipient's address or/and add Channels.
• Select the Frequency.

7. Click Save.

Create a Schedule Report from Assets

1. Access the Cost & Usage section.
2. Choose Assets.
3. Select the Date Range, Granularity, measures and filters.
4. Click the Save as icon and choose Save as Report

5. In the Save Report dialog, define the following:

• Enter the Report Name.
• Select the Report Period.
• Enter the Recipient's address or/and add Channels.
• Select the Frequency.

6. Click Save.

Create a Schedule Report from Dashboards

1. Access the Cost & Usage section.

2. Choose Dashboards.

3. Click on the 3 dots button.

   

4. Click the Scheduled Report.

5. In the Save Report dialog, define the following:

   • Enter the Report Name.

   • Enter the Recipient's address or/and add Channels.

   • Select the Frequency.

   6. Click Save.