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Optimize → Reports turns the cost data Optimize has already saved into a written report, such as monthly spend or ranked savings. CloudThinker, the built-in assistant, writes each report in a new conversation and saves it as a report artifact you can reopen and share.

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Prerequisites

  • At least one Optimize connection with billing data. See the Optimize quickstart.
  • Workspace role Developer or higher to generate reports and manage schedules. Viewers see the schedule list and its Open last report link, and can read saved reports in Artifacts, but can’t generate reports or change schedules. See Roles.
  • Each report is a CloudThinker run, so it uses credits like any other agent run. A daily schedule on All accounts runs every day, so check your balance before you pick that cadence.

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Choose a report

Reports only use evidence Optimize already stores. Generating one doesn’t call the cloud provider for fresh data, and missing data is reported as a gap, never as zero.

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Choose the scope

Use the selector above the report cards. Each account gets its own section, and Optimize never adds different currencies together. A schedule keeps the accounts it captured: an account you connect later isn’t added, and a captured account that is later disconnected shows up as a gap in the report.

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Generate a report now

1

Open Reports

In the sidebar, select Optimize → Reports.
2

Set the scope

Choose Selected account or All accounts.
3

Select a report card

Select the card for the report you want, for example Savings opportunities.Success state: a new conversation opens and CloudThinker starts writing. When it finishes, the report appears in the conversation as an artifact.
4

Refine it in the conversation

Ask follow-ups in the same conversation. CloudThinker answers from the same saved data.
A one-off report doesn’t send a notification, since you’re already in the conversation.

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Schedule a recurring report

1

Set the scope first

On Optimize → Reports, choose Selected account or All accounts. The schedule captures this scope.
2

Add the schedule

Under Scheduled reports, select Add schedule and pick the report type.
3

Name it and pick a cadence

Edit the Title if you like, then set Schedule to Daily, Weekly, Monthly, or Custom (a cron expression such as 0 9 * * 1-5). Daily asks for a time, Weekly for the weekdays and a time, and Monthly for the day of the month and a time. The default is Monthly, on the 1st at 09:00. For Monthly spend, pick a later day such as the 3rd: providers finalize billing late (AWS Cost Explorer can lag 24 to 48 hours), and reports use only billing data Optimize has already saved, so a run on the 1st can understate last month. Optionally check Set expiration date so the schedule stops after a date.
4

Save

Select Schedule report.Success state: the schedule appears under Scheduled reports with its accounts, cadence, and Next run time. Its status reads Not run until the first run.
Every scheduled run opens a new conversation. A run is Succeeded when the report is saved, and Failed otherwise. After a successful run, only the schedule owner gets a report-ready notification, in the app and by email, with a link to the conversation. A failed run sends nothing, so check the status on the list. Schedules don’t email the report to a distribution list. To get it to finance or other teams, give them workspace access to Artifacts or send a share link (see below).

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Manage schedules

Each row under Scheduled reports shows the last run status (Running, Succeeded, or Failed) and gives you these controls: There’s no edit. To change a schedule’s scope or cadence, delete it and create a new one. Reports from the old schedule stay in Artifacts and their conversations, but the new schedule’s Open last report only points at its own runs.

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Share or export a report

Every report is saved in the Artifacts gallery (Artifacts in the left sidebar), where workspace members can open and download it. For someone outside the workspace, select Share on the report’s card in Artifacts or at the top of the artifact page, then Create share link. Anyone with the URL can open it without signing in, and it stays live until you select Revoke. Only Developers and Admins can create share links. See Sharing.
A report shows account IDs, spend figures, resource names, and architecture details. Read it as an outsider would before you create a public link.
For a PDF of the current findings or Cost Health, use Download PDF on the Findings or Cost Health page.

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What a report won’t claim

CloudThinker gets one fixed snapshot of saved Optimize data per report. The report states how fresh the data is and names any partial coverage or missing accounts. It doesn’t claim realized savings or ROI, budget variance, purchase advice, or a root cause the data can’t support.

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Troubleshooting

Cause: generating and scheduling reports need workspace role Developer or higher. The tooltip says “You don’t have permission to schedule reports.” Fix: ask a workspace Admin to change your role in Workspace users.
Cause: the account’s billing refresh failed or hasn’t run yet. Fix: open Optimize → Overview for the account, follow the refresh alert, then generate the report again.
Cause: the run ended without saving a report. Fix: generate the same report now from its card to see the error in the conversation. If it succeeds, the next scheduled run should too.
Cause: schedules keep the accounts captured when they were created. Fix: delete the schedule and create it again with All accounts selected.

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Next steps

Optimize findings

Work the findings behind a savings opportunities report

Notifications

Choose where report-ready notifications reach you