Create Cost vs Utilization Reports

You can create, edit, or email reports that contain Cost vs Utilization (CvU) data.

Optimize includes Default AWS and Azure reports for CvU that you cannot modify or delete. However, you can make changes to the Settings for a Default report and save the changes with a new name.

About This Task

To complete this task, you must select a report filter and then edit and save the report settings.


You should be familiar with the use of tags and attributes in Optimize before creating or editing reports. See Filtering in Virtana Platform and Filtering and Grouping Options for more information.


Virtana Platform reports display currency only in US dollars (USD. To accurately reflect costs, ensure your data sources have the currency display set to US dollars in the AWS or Azure portal.


  1. In the Optimize module, navigate to Cost vs Utilization.

  2. Select a report Filter that is associated with the data source you want.

    graphic of main steps for this task
  3. Select the report Settings to modify and click the edit icon to edit the report.

  4. Under Report Format, select the following:

    • Select from the Group Data By options.

    • Select Sort Data By options.

    • Limit the number of groups in the chart with a range from Top 5 to Top 1000 or Show All.

    • Under Options, select a Utilization Metric and Metric Statistic.

    • Select any desired Matching Conditions.

  5. Apply the configuration to view the report.

  6. Click the time range selector to view data for different time periods.


    For AWS data sources, the Latest 12 Months and Year to date time range options are disabled, as they would not provide usable data.

  7. Other actions you can perform on the report:

    • Hover over any bar in the chart for a line-item breakdown.

    • Hover over or click any parameter in the legend below the chart to include or exclude the data associated with that parameter.

  8. To undo changes to Settings, click vp-icon-revert.jpg.

    This icon only displays when there are unsaved changes to Settings. After the changes are saved, you cannot revert the changes.

  9. Save the report settings.

    You can select the option to update the current report or save it with a new name. You cannot undo changes to settings after changes are saved.

    image of the Save menu


    Give reports unique descriptive names so you can easily distinguish them as you add more reports. Establishing a naming convention can be helpful.

  10. Email a report or schedule a report for email by clicking the email icon in the upper right of the page.

Related Topics

Cost vs Utilization Report Settings

Default Reports

Email a Report