Summary Report

An executive, single-month summary of one organization’s cost and posture

2 minute read

Summary reports live in the reports library alongside your other reports and have a Summary type badge. See Saved Reports.

Create a summary report

Go to Saved Reports.
Open the New report dropdown and select New summary report.
In the dialog, set:
- Organization (required): Search for and select the organization to report on.
- Date Range: Dynamic (always the most recently completed month) or Static (pick a month).

The report name is derived automatically, for example, “Acme summary report - Last month.”

Report sections

The on-screen report shows Cover, Cost, Commitments, Optimization, and Inventory sections, with Edit report criteria, scheduling, and export actions in the header.

Data is scoped to the selected organization. Some payer-level figures, such as AWS commitment utilization and coverage, appear as “—” in organization-scoped reports because they exist only at the billing-account level.

Export a summary report

Export a summary report as PDF, PowerPoint (.pptx), or Excel (.xlsx). Exports render the full deliverable. When Security & Compliance is enabled for your tenant, the exported document adds security and compliance pages:

A findings summary by severity.
Top findings, with category and subscription breakdowns.
Per-framework compliance scores, including projected frameworks and their coverage notes.
A 90-day compliance trend.

The security and compliance pages appear only in the exported document, not on screen.

Schedule email delivery

Summary reports can be scheduled for email delivery like any saved report. See Saved Reports for schedule settings, cadences, and the Scheduled reports page.