With the new reporting capability you can create multiple custom views and aggregate them into a simple dashboard experience.
Watch our quick 2-minute video to learn how you can create custom reports.
Building Custom Reports
To create a Custom Executive Report, first open Consumption Overview by clicking on Analyze in the main navigation bar and select Consumption Overview from the dropdown.
Once the page opens, select “Executive Report” from the dropdown and select “Add your Report“ to create your custom report.
Enter a name for your new report. The name can be changed later if need.
The report with aggregated Provider data will be added to your new Executive Report.
You will also see spaces with a “plus icon” (4). Clicking on the plus icon allows you to quickly add new data that is of interest to you.
Each element has it own filters and grouping – including date range. You can over-ride dates, grouping and currency (Figure 5) in report context to align all elements.
You can delete a report by clicking on cog icon (3) and clicking Delete report. Once you confirm this action the report will disappear from the drop down.
Similarly you can edit the report name by clicking on the pencil icon (2)
To rearrange the elements, mouse over the element you want to move until you see the cross/arrow icon appear. Click on that icon and drag the element to the area you want to move it to.
You can remove elements by hovering over the element until you see the bin icon appear. Click on the bin to delete the element.
To enter edit mode just click anywhere on the chart element.
In the configuration section you can define your data and pick your preferred presentation option.
You can control data displayed on the “X” axis in the “Show By:” drop-down (1). Available options are:
Day and month setting will make “X” axis time based, however “None” option will render value selected in “Group by” section (3).
Reports support advance filtering (2). This scans through all your data providers (e.g. Azure / Software Assets / Virtual) and provides you with a unified search experience.
By clicking hierarchy icon (4) you can refine your custom group search using tree structure.
There are many grouping options. Availability depends on the providers you have activated (3).
Chart Type Selector
Depending on your business use case you can choose different presentation layers for your data (4), available options are:
- Line (perfect for daily time series)
- Bars (ideal for categories, ex. MeterCategory)
- Pie (the best for summaries, ex. Providers)
- Table (in all listings, ex. Resources)
Each element can have a different currency. By default your budget currency is selected, however you can change it at any time (5)
Sharing Executive Reports
Executive Reports support quick share functionality. You can easily share your report with your colleagues by following the steps below.
Sharing a new report
To create a shared report, click on the “Create Report” button (1), then on the modal (2) enter the Report Name and select “shared” (3) in the Visibility section. Your report will be visible to all users in your account, but only you are allowed to make changes.
Sharing an existing personal report
To share a personal report, select the report you would like to share (1). Click on the cog wheel icon (2) and then click “Publish to shared space” (3).
Once done, a confirmation dialog will appear as show below, where you can publish or cancel.
Exporting Executive Report
Executive Reports support instant export to PDF. Select your report from report selector and click “Exports”.