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Customized Spend Reports

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.

Figure 1 – Navigating to Consumption Overview

Once the page opens, select “Executive Report” from the dropdown and select “Add your Report to create your custom report.

Figure 2 – Create report

Enter a name for your new report. The name can be changed later if need.

Figure 3 – Name your report

The report with aggregated Provider data will be added to your new Executive Report.

Figure 4 – New 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.

Figure 5 – Report temporary settings

Dates, grouping or currency overrides are not saved. So when you open the report again it will present data in the default state.

Only elements that are time based will be affected by grouping changes. Elements with custom “X” axis will ignore this setting.

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)

All changes made in the report are auto saved.

Reordering Elements

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.

Figure 6 – Moving charts and elements

Deleting Elements

You can remove elements by hovering over the element until you see the bin icon appear. Click on the bin to delete the element.

Figure 7 – Deleting element

Editing

To enter edit mode just click anywhere on the chart element.

Configuring Elements

In the configuration section you can define your data and pick your preferred presentation option.

Figure 8 – Configuring element

You can control data displayed on the “X” axis in the “Show By:” drop-down (1). Available options are:

  • Day
  • Month
  • None

Day and month setting will make “X” axis time based, however “None” option will render value selected in “Group by” section (3).

Advanced Filtering

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.

Figure 9 – Search

Search index breaks words by space or “-” character and uses “starts with operator” for each word. For example: for resource my-test-vmineurope if you type “test”, the index will find this resource, however if you type “est” this resource will not be found.

By clicking hierarchy icon (4) you can refine your custom group search using tree structure.

Figure 10 – Custom group selector

Changes made in the custom group selector are reflected in the filter control and vice-versa.

Grouping Selector

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)

Currency Selector

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.

Figure 11 – Sharing executive report

All users in your company will be able to see shared reports, however, their view may be different depending on data layer permissions configured for each individual user (IAM).

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).

Figure 12 – Sharing executive personal report

Once done, a confirmation dialog will appear as show below, where you can publish or cancel.

Figure 13 – Publish Confirmation dialog

You can only share reports that you created.

Exporting Executive Report

Executive Reports support instant export to PDF. Select your report from report selector and click “Exports”.

Figure 14 – Export executive report to PDF

The export might take few seconds and your browser should automatically start file downloading.

Updated on October 2, 2020

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