Summary Report
An executive, single-month summary of one organization’s cost and posture
Saved Reports
Organize, share, schedule, and export your saved reports
3 minute read
The Saved Reports page is the library for every Cost, Detail, Summary, and Kubernetes report saved in the CloudBolt Platform. From here you can organize reports into folders, share them with teammates, schedule recurring email deliveries, and export them in several formats.
Access the Saved Reports page
- Log in to the CloudBolt Platform.
- In the navigation menu, select Saved Reports.
Page layout
The page uses a two-pane layout:
- Folder sidebar: My reports (your personal folder tree), Shared (the shared tree, plus folders other people have shared with you), and a Scheduled reports link.
- Contents table: The folders and reports in the selected folder.
| Column | Description |
|---|---|
| Name | The folder or report name. A clock indicator appears when the report has a scheduled delivery. |
| Type | Folder, Cost, Detail, Summary, or Kubernetes. |
| Updated | When the item was last changed. |
| Actions (⋮) | Per-row menu with Rename, Move…, Share…, and Delete. |
Create reports and folders
The toolbar offers Share, New folder, and New report:
- New report creates a Cost report; the dropdown also offers New detail report, New summary report (see Summary Report), and New Kubernetes report.
- New folder creates a folder in the current location. Enter a name of up to 128 characters.
- Share opens the sharing dialog for the current item (see Share reports and folders).
Save a report from Cost Explorer or a Detail Report
In Cost Explorer or a Detail Report, select Save or Save As to open the Save Report As dialog. Enter a Report Name and Description, pick a destination folder, and optionally add Tags.
Organize with folders
- Rename: From the row’s ⋮ menu, or select the pencil icon next to the breadcrumb while viewing a folder.
- Move…: Shows the item’s current location, a destination picker, and a preview of who gains or loses access before the move is allowed.
- Delete: Removes the folder and its contents.
Deleting a folder also deletes everything inside it, including sub-folders, reports, who they’re shared with, and any scheduled deliveries. This can’t be undone.
Share reports and folders
Reports and folders are private by default until shared. The Share dialog adds people by name or email, or Everyone in this organization, each as an Editor or a Viewer (new grants default to Viewer).
- Items inside a shared folder inherit its access permissions and are labeled “Inherited from parent folder.”
- Folders shared with you appear under Shared in your sidebar.
Deleting a shared report deletes it for everyone it is shared with.
Schedule email delivery
On a report’s detail page, select the clock button to open Schedule email delivery. Set a Name, a Format (PDF, PPTX, or XLSX), a Cadence, and up to 50 Recipients. Use the Enabled switch to pause a schedule without deleting it. Deliveries are sent after fresh billing data lands, so exact send times vary.
| Cadence | When it sends |
|---|---|
| Daily | Every day, after fresh data lands. |
| Weekly (default) | Mondays, covering the previous week. |
| Monthly | The last day of the month, covering that month. |
The Scheduled reports page, linked from the sidebar, lists all your schedules with cadence, format, and state filters, plus next-run dates.
A report (or a folder containing one) with schedules cannot be deleted until the schedules are removed.
Export reports
The export menu on a report’s detail page offers PDF, PowerPoint (.pptx), and Excel (.xlsx), as well as CSV and JSON. Available formats vary by report type:
- Detail reports: PDF, CSV, and JSON.
- Summary reports: PDF, PPTX, and XLSX only. See Summary Report.