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

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

Click the Save icon in the top right corner.

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.

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

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Reports - Sharing and 'Run As' (User Management 2.0)

The FinOps Admin with full access to all data is creating reports to different units in the organization.

She then shares the reports with specific roles - Allowing the users with those roles to view the data included in the report, according to their data access permissions.

As this report is intended for user [email protected], she can choose to set the report to Run As "x" thus making this report relevant to him.

When clicking send report now in the UI, the report is generated with the logged-in user's permissions and is sent to the chosen email address.

Learn more Sharing and 'Run As' Options