Scheduled Report with Forecast

This feature allows you to set up scheduled reports that will provide summaries of cloud cost across all resources in the billing centers you specify as well as estimated costs for the next 3 months, delivered to any email addresses you specify.

This section describes:

Scheduled Report with Forecast Functionality
Scheduled Report with Forecast Cost Metrics
Scheduled Report with Forecast Input Parameters
Scheduled Report with Forecast Required User Roles
Scheduled Report with Forecast Supported Clouds

Scheduled Report with Forecast Functionality

The Scheduled Report email includes a chart of the previous 6 months of utilization based on whichever reporting dimension you select (only bill data and Optima-generated dimensions are supported).

The chart includes the following values:

Daily Average - Weekly - Daily average costs calculated from Monday of the previous week through today
Daily Average - Monthly - Daily average costs calculated from the 1st of the previous month through today
Previous - Weekly - Total costs during previous full week (Monday-Sunday)
Previous - Monthly - Total costs during previous full month
Current - Weekly - Total costs during current (incomplete) week
Current - Monthly - Total costs during current (incomplete) month
Monthly Estimated Cost for each metric for the next 3 months based on previous costs

Best Practice:We recommend running this report on a weekly cadence and applying it to your master account.

Note:The last 3 days of data in the current week or month will contain incomplete data.

Note:The account you apply this feature to is unimportant as Optima metrics are scoped to the Organization.

Scheduled Report with Forecast Cost Metrics

There are four cost metrics to choose from.

Unamortized Unblended - One-time and upfront costs are shown at the time of purchase. (AWS Only) Savings from reserved instances are applied first to matching instances in the account where it was purchased.
Amortized Unblended - One-time and upfront costs are spread evenly over the term of the item purchased. (AWS Only) Savings from reserved instances are applied first to matching instances in the account where it was purchased.
Unamortized Blended - One-time and upfront costs are shown at the time of purchase. (AWS Only) Saving from reserved instances are shared equally by all matching instances in all accounts.
Amortized Blended - One-time and upfront costs are spread evenly over the term of the item purchased. (AWS Only) Saving from reserved instances are shared equally by all matching instances in all accounts.

Scheduled Report with Forecast Input Parameters

This feature requires the following input parameters during configuration.

Email list - Email addresses of the recipients you wish to notify
Billing Center List - List of top-level Billing Center names you want to report on. Names must be exactly as shown in Optima. Leave the field blank to report on all top-level Billing Centers.
Cost Metric - See Scheduled Report with Forecast Cost Metrics for details on selection.
Graph Dimension - The cost dimension by which to break out the cost data in the embedded bar chart image

Scheduled Report with Forecast Required User Roles

This feature requires permissions to access Optima resources. A user who wishes to configure scheduled reports will require the following role, which should be applied to each account where reporting is desired or to the entire organization. For more information on modifying roles, read the  Governance User Roles documentation.

Optima - billing_center_viewer 

Scheduled Report with Forecast Supported Clouds

AWS
Azure
Google