Scheduled Reports Overview

You can generate scheduled reports based on saved reports from Cost Analysis.

After you’ve created a saved report in Cost Analysis, use the Scheduled Reports page to create a scheduled report that runs a single time, or that recurs daily or monthly. Scheduled reports are saved in an Object Storage bucket, which you can access from the scheduled report details page.

Required IAM Policy

To use Oracle Cloud Infrastructure, you must be granted security access in a policy  by an administrator. This access is required whether you're using the Console or the REST API with an SDK, CLI, or other tool. If you get a message that you don’t have permission or are unauthorized, verify with your administrator what type of access you have and which compartment  to work in.

If you're new to policies, see Getting Started with Policies and Common Policies.

  • To use Scheduled reports in the Console, the same IAM policies that grant you access to Cost Analysis also give you access to the Scheduled reports pages. See Required IAM Policy for more information.

  • To use scheduled report API operations, and to grant write permissions to the Object Storage bucket where scheduled reports are saved, the following policy is required:
    Allow service <SERVICE-PRINCIPAL> to manage objects in tenancy where all {target.bucket.name ='<BUCKET-NAME>', any {request.permission='OBJECT_CREATE', request.permission='OBJECT_DELETE', request.permission='OBJECT_READ'}}

    Where <BUCKET-NAME> is the name of the Object Storage bucket that you want the scheduled report results saved to, and <SERVICE-PRINCIPAL> is metering_overlay for the commercial realm.

Using the Console

To create a scheduled report
  1. Open the navigation menu and click Billing & Cost Management. Under Cost Management, click Scheduled reports. The Scheduled reports page opens.
  2. Click Create a scheduled report. The Create a scheduled report panel opens.
  3. In Name, enter a name for the scheduled report.
  4. Optionally, enter a report description in Description.
  5. From Saved report, select the saved report you want to associate with the scheduled report.
  6. From Start date, select the date you want the scheduled report to start on.
  7. Select a scheduled report output format, whether CSV or PDF.
  8. Select a region from the Region list. Scheduled reports can only be saved in a given region, so this field allows selecting the region where your files are saved.
  9. From Bucket, select the Object Storage bucket you want the scheduled report results saved to. You must have the required policy to grant write permissions to the bucket. See Required IAM Policy for more information.
  10. Click Create. A message indicates that the scheduled report was saved successfully.

The new scheduled report appears on the Scheduled Reports page, which displays the following information for each scheduled report:

  • Job name (the scheduled report name)
  • Last run status
  • Last run time
  • Next run time

Reports that have not run yet have Unknown for their last run status, no value for the last run time, but the date for their next run time. Reports that have run show the associated last run status, and last run time.

You can also click the Actions menu for a scheduled report to view its details, edit it, or delete it. When editing, you can only change the Description, Format, Region, and Bucket fields.

To view scheduled reports and details
  1. Open the navigation menu and click Billing & Cost Management. Under Cost Management, click Scheduled reports. The Scheduled reports page opens.
  2. Click the linked report from the Job name field. The scheduled report details page opens.
    The following information is displayed in Report Details:
    • OCID
    • Description
    • Saved report
    • Start date
    • Recurrence
    • Format
    • Namespace
    • Destination (Object storage bucket)
    • Region
    Under History, the table provides a summary of scheduled report run status:
    • Report start time
    • Report end time
    • Run status
    • Message
  3. Click the linked name in the Report Details Destination field, to go to the Object Storage Buckets page. Additionally, under History, the Message field includes a link to the Object Storage Buckets page, and shows the names of your scheduled report files in the bucket.

Using the API

For information about using the API and signing requests, see REST APIs and Security Credentials. For information about SDKs, see Software Development Kits and Command Line Interface.

Use the following operations to manage scheduled reporting in the Usage API: