Automating Periodic Cloud Cost Reports

This guide will help you set up periodic cloud cost reports that are delivered directly to your inbox, allowing you to stay informed without constantly checking your dashboard.

Use Case

Instead of logging into your OneLens dashboard to manually check weekly account-wise cost reports, you can have these reports automatically sent to your email on a weekly basis. This streamlined approach ensures that you're always up to date without logging in regularly.

Video Guide

For a detailed walkthrough, refer to the video guide.

Step-by-Step Guide

1. Access the Workflows

  1. Navigate to the Workflow section in OneLens.

  2. Click the Create button in the top-left corner to start a new workflow.

2. Create a New Workflow

  1. A dialog box will appear, asking for a workflow name. Enter a descriptive name, such as “Periodic Digest for New Tickets”.

  2. Optionally, you can add a description.

  3. Click Create to proceed.

3. Select a Trigger

  1. In the Schedule section, set the periodic digest frequency. You can choose from:

    • Every day

    • Every week

    • Every month

  2. For the type of cost reports, select either from Cost Watcher Alerts:

    • Account Wise Cost Alerts

    • Service Wise Cost Alerts

    • Cost Center Wise Cost Alerts

Configure The Trigger

The next step is configuring the start of the triggers.

  1. Set the specific day and time at which you want the reports to be dispatched.

NOTE: The time is based on the tenant’s time zone.

  1. Click Save Changes to finalize the trigger.

4. Set Up Email Notifications

  1. After setting the trigger and conditions, click Add Step.

  1. Under Messaging, select Send Email to Users.

Configure the Email

  • Recipients: Enter the email addresses of the users who will receive the notifications.

  • Cc/Bcc: You can also add recipients in the Cc or Bcc fields.

  • Subject: Define the subject of the email.

  • Message: Write the content of the email.

Preview the Email

  • To ensure the email is formatted correctly, click Show Preview with Mock Data. This shows a preview of the email with sample data.

  • If everything looks good, click Save Changes.

5. Publish the Workflow

Review your workflow to confirm everything is set up properly. When you’re ready, click Publish to activate the workflow.

Result

Here is how your email will look:

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