Scheduled Reports

Configure periodic report emails that bundle one or more report sections, each with their own lookback window and thresholds. Open Settings > Notifications from the sidebar (Bell icon) and scroll to the Scheduled Reports card.

Reports Table

The Scheduled Reports card lists every configured report with its recipients, schedule summary, selected report types, enable state, and most recent send result.

Columns

Name

The report's display name.

Recipients

Email addresses that receive the report.

Schedule

Human-readable schedule string (see formats below).

Report Types

The sections included in this report's emails.

Enabled

Toggle that controls whether the report sends on schedule.

Last Send

Status of the most recent send. Includes a skipped state in addition to success and failure (see below).

Actions

Send Test, Edit, Delete. Same pattern as Notification Rules.

Schedule column formats

Daily

Daily 8:00 AM

Weekly

Weekly, Mon 8:00 AM (uses 3-letter day abbreviation)

Monthly (numbered)

Monthly, 1st 9:00 AM, Monthly, 21st 3:00 PM

Monthly (last day)

Monthly, Last day 6:00 PM

Last Send states

Never sent

Report has not been evaluated yet.

Sent

Green checkmark with the relative time since send.

Skipped (no data)

Yellow warning triangle with relative time. None of the selected report types had data for their lookback windows. The schedule still advances on a skip.

Failed

Red X with relative time. Hover for the error message.

Add or Edit a Report

Click Add Report to open the modal, or click the pencil icon on a row to edit. The modal title is Add Scheduled Report on create and Edit Scheduled Report on edit.

Fields

Name (required)

Display name. Example: Weekly Cost Report for Finance.

Recipient Email(s) (required)

Same tag-input behavior as the notification modal.

Subject (required)

Email subject. Example: StratoLens: Weekly Infrastructure Report.

Body Text (optional)

Intro text displayed at the top of the email body.

Schedule

Frequency, day picker (when applicable), time of day, and timezone. See the Schedule section below.

Report Types (required)

At least one selected. Use the dual-listbox picker.

Schedule Section

Choose the frequency, day, time, and timezone. The day picker only appears when needed.

Schedule controls

Frequency

Segmented control: Daily, Weekly, or Monthly.

Day of Week

Shown only when frequency is Weekly. Seven single-letter buttons (Sun through Sat). Hover for the full day name. Pick exactly one.

Day of Month

Shown only when frequency is Monthly. Click the ordinal button to open a 1-31 grid. Picking 31 means last day of month and always sends, even on 28-day February.

Time of Day

Hour (12-hour), minute (15-minute increments: 00, 15, 30, 45), and AM/PM toggle.

Timezone

Auto-detected from your browser and read-only. To send in a different timezone, edit the report from a browser configured to that zone.

Report Types Picker

The dual-listbox picker has the same interaction pattern as Notification Alerts. The Available column groups types under Detailed Reports and Executive Summaries headers.

• Click a type in Available to add it to Selected.
• Drag the grip handle on a Selected item to reorder. Order controls section order in the email.
• Click the gear icon on a Selected item to open the per-type settings flyout.

The footer shows X of Y report types selected. The save button is Add Report on create and Update Report on edit.

Per-Type Settings

Each report type has its own settings flyout. Most types use a Lookback days field plus optional thresholds. Cost Variance uses a different control set, and Subscription Quotas Details has no lookback field because the data is point-in-time.

Lookback default

Lookback days

Default 30 for every report type that uses it. Required positive whole number.

Extra settings by type

VM Sizing Details

Min. monthly savings ($). Default 0 (include all). Non-negative.

Orphaned Resources Details

Min. monthly cost ($). Default 0 (include all). Non-negative.

Subscription Quotas Details

Min. utilization (%). Default 75. Whole number 1-100. No lookback field, data is point-in-time.

Cost Variance

Months (1-12) default 6, plus Top subscriptions default 0 (means all subscriptions). Replaces the lookback field.

All other types

No additional settings beyond Lookback days.

Behavior & Defaults

• Evaluation cadence. A scheduler runs every 5 minutes. Any enabled report whose next scheduled time has passed is processed and its schedule advances to the next occurrence. Reports do not share a tick, each has its own next-send time.
• Send rules. A report sends if at least one of its selected report types returns data for its configured lookback. If no types return data, the report is skipped (yellow warning in Last Send) and the schedule still advances.
• Per-section failures are isolated. If one report type fails (for example, a database error), that section is omitted and the rest of the email still sends. A failure on the whole entry (for example, an email send error) is recorded in Last Send and other entries process independently.
• Test sends do not advance the schedule. Use them freely to preview a report. The Last Send column updates to show the test result, but the next scheduled send is unchanged.
• Lookback windows are per-type. A single report email can mix a 7-day Cost Anomalies section with a 90-day VM Sizing section.
• Tenant-wide scope. Every report sees data from the entire tenant. There is no per-recipient subscription filter.
• Drag-reorder controls section order in the email. Same pattern as notifications.

Prerequisites

• Email infrastructure must be configured. See Email Setup.
• Read Notifications to view this page. Modify Notifications to add, edit, delete, or send test emails.

Report Types Catalog

Thirteen report types in two groups. The names below match the Display Name shown in the modal verbatim. Where the detailed and executive variants share a base name, the modal differentiates by group header.

Detailed Reports group

Item-level tables (one row per resource, anomaly, or finding). Six types.

Cost Anomalies Details

Cost spikes and drops detected in resource spending.

Orphaned Resources Details

Unattached or idle resources that may be candidates for removal.

VM Sizing Details

Virtual machines that could be downsized based on utilization metrics.

Access Optimizations Details

Role assignments with unused, stale, or over-privileged access patterns.

Cost Savings Details

Realized cost savings from orphaned resource, VM sizing, and commitment optimization resolutions.

Subscription Quotas Details

Subscription vCPU quotas exceeding configured utilization threshold.

Executive Summaries group

KPI summaries with stat boxes, split cards, and callouts (no item-level tables). Seven types.

Financial Health Overview

Cross-cutting FinOps scorecard with realized vs potential savings, savings efficiency, and risk summary.

Cost Anomalies (executive)

Severity breakdown and impacted subscriptions.

Orphaned Resources (executive)

Waste breakdown and impacted subscriptions.

VM Sizing (executive)

Utilization snapshot and savings tiers.

Access Optimizations (executive)

Role risk breakdown and principal analysis.

Cost Savings (executive)

Realized savings across orphaned resources, VM sizing, and commitment optimizations.

Cost Variance

Month-over-month subscription cost trends with top spend analysis.

Troubleshooting

My report sent but the Last Send column says Skipped

My monthly report on the 31st didn't send in February

My weekly report shows the wrong day

The schedule advanced but the email never arrived

I edited the schedule but the next send didn't shift