Email a Report
You can immediately email an existing report or schedule existing reports to be emailed on a regular basis.
For Cost Saving reports, scheduled emails are not sent if there are no idle resources or right-sizing recommendations. However, if there are right sizing recommendations, even if there are no savings for those recommendations, an email will be sent.
About This Task
All reports are automatically sent daily by default. You can modify the schedule from the Edit Scheduled Report form.
All reports are sent at 12 am, based on the server's defined UTC timezone.
When users are added to Virtana Platform, they are automatically added to the recipient list for email reports. Other email addresses can be added manually, so emails can be sent to those who are not registered Virtana Platform users, such as managers or executives.
Tip
You can set up emails for distribution lists or configure a Slack email integration.
Prerequisites
The report to be scheduled must already exist and be available to you in Optimize.
Steps
Navigate to the Cost Saving Opportunities page in Optimize and click
in the upper right of the page.The Report Schedule icon is available on each report page in Optimize.
The Scheduled Reports form opens, listing any existing reports.
Click Add Scheduled Report.
The Add Scheduled Report form displays.
Set the following:
Filter: Select an existing report filter.
Report Details: Select the level of detail for the Idle Resources and Right Sizing reports. Choose Summary Only, or Summary plus the top 10, 20, or 40 savings.
Schedule: Determine how frequently the report is to be sent. Choose Daily, Weekly on one or more days of the week, or Monthly on a specific day of the month.
All reports are sent at 12 am, based on the server's defined UTC timezone.
Enter one or more user names or email addresses in Send Report to.
You can provide email addresses for individuals, distribution lists, etc. Email recipients do not have to be registered Virtana Platform users.
You can type the entries or copy/paste them. Entries should be space delimited.
By default, reports are sent to the email account of the user who creates the report.
Click Apply to save the schedule.
The new report displays in the list of existing reports.
Other options: Click
for any existing scheduled report to:Select Send Now to send a report immediately.
If a report has no output, an email is not sent and an error displays.
Select Edit to modify an existing report.
You cannot edit a Default report.
Select Delete to permanently remove an existing report.
You cannot delete a Default report.
Important
You cannot undo deletion of a report schedule.
A single emailed report for Idle Resources and Right Sizing should look similar to the following:
Steps
Navigate to the Bill Analysis page in Optimize and click
in the upper right of the page.The Report Schedule icon is available on each report page in Optimize.
The Scheduled Reports form opens, listing any existing reports.
Click Add Scheduled Report.
The Add Scheduled Report form displays.
Set the following:
Filter: Select an existing report filter.
Report Settings: Select existing user-defined report settings or the Default settings.
Date Range: Select the dates for which the report should display data.
Schedule: Determine how frequently the report is to be sent. Choose Daily, Weekly on one or more days of the week, or Monthly on a specific day of the month.
All reports are sent at 12 am, based on the server's defined UTC timezone.
Enter one or more user names or email addresses in Send Report to.
You can provide email addresses for individuals, distribution lists, etc. Email recipients do not have to be registered Virtana Platform users.
You can type the entries or copy/paste them. Entries should be space delimited.
By default, reports are sent to the email account of the user who creates the report.
Click Apply to save the schedule.
The new report displays in the list of existing reports.
Other options: Click
for any existing scheduled report to:Select Send Now to send a report immediately.
If a report has no output, an email is not sent and an error displays.
Select Edit to modify an existing report.
You cannot edit a Default report.
Select Delete to permanently remove an existing report.
You cannot delete a Default report.
Important
You cannot undo deletion of a report schedule.
The emailed report should look similar to the following:
Navigate to the Cost vs Utilization page in Optimize and click
in the upper right of the page.The Report Schedule icon is available on each report page in Optimize.
The Scheduled Reports form opens, listing any existing reports.
Click Add Scheduled Report.
The Add Scheduled Report form displays.
Set the following:
Filter: Select an existing report filter.
Date Range: Select the dates for which the report should display data.
Schedule: Determine how frequently the report is to be sent. Choose Daily, Weekly on one or more days of the week, or Monthly on a specific day of the month.
All reports are sent at 12 am, based on the server's defined UTC timezone.
Entity Type: Select any combination of AWS EC2, S3, and Azure VM reports to email.
Report Details: Select to receive just a summary or a summary plus the top 10, 20, or 40 savings for each entity type.
Report Settings: Select how you want the details for each entity type grouped in the report output.
Enter one or more user names or email addresses in Send Report to.
You can provide email addresses for individuals, distribution lists, etc. Email recipients do not have to be registered Virtana Platform users.
You can type the entries or copy/paste them. Entries should be space delimited.
By default, reports are sent to the email account of the user who creates the report.
Click Apply to save the schedule.
The new report displays in the list of existing reports.
The entity types you selected in the scheduling form display for each schedule in the list.
Other options: Click
for any existing scheduled report to:Select Send Now to send a report immediately.
If a report has no output, an email is not sent and an error displays.
Select Edit to modify an existing report.
You cannot edit a Default report.
Select Delete to permanently remove an existing report.
You cannot delete a Default report.
Important
You cannot undo deletion of a report schedule.
The emailed report should look similar to the following
The emailed report should look similar to the following
The emailed report should look similar to the following
The emailed report should look similar to the following
Tip
When you receive an emailed report, you can click View Full Report to open the report in Optimize so you can see further detail.