In Umbrella Cost, the Schedule Report is based on Cost & Usage Explorer 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 and Assets here .

Create a Schedule Report from Cost & Usage Explorer

1. Access the Cost & Usage Report.
2. Select the Granularity (Day, Week, Month).
3. Select the Group X by Y (for example Service by Date, or Service by Linked Account).

4. Click the Save icon in the top right corner.

5. In the Save Report dialog, define the following:
   • Enter the Report Name.
   • Select the Time Period.
   • Enter the Recipient's address.
   • Select the Frequency.
     Note: weekly frequency will present Monday to Monday results.

6. Click Save.
7. The reports can be tested. When you click 'Test' the configured recipients will receive the report.