Fixed Report Creation

This guide covers how to create a report using the Fixed Report Template in OCTO.

Features of Fixed Template

Pre-configured insight reports with predefined layouts
Automatically structured based on selected time period

Dashboard Sections in Fixed Reports

Fixed reports include the following predefined dashboard sections with specific metrics:

1. Cloud Usage Analysis

This section provides detailed insights into your cloud spending patterns and trends.

Key Metrics Include: - Total cloud usage costs - Period-over-period comparison showing percentage and absolute changes - Daily average cost fluctuations - Visual cost overview graphs - Cost breakdown by service - Savings coverage breakdown analysis - Cost breakdown by account

2. Optimization Implementation Analysis

This section tracks the execution and effectiveness of cost optimization recommendations.

Key Metrics Include: - Total number of optimization suggestions generated - Number of optimizations actually executed - Cost vs. Savings - Savings breakdown by account - Optimization recommendations recorded

3. Estimated Usage Optimization Opportunities

This section identifies unrealized cost-saving opportunities in your current cloud usage.

Key Metrics Include: - Total unrealized savings potential for the reporting period - Highest impact optimization opportunities by service - Specific recommendations with projected savings amounts

4. Estimated Unrealized Rate Optimization Opportunities

This section focuses on rate optimization through reserved instances and savings plans.

Key Metrics Include: - Monthly unrealized savings from rate optimization - Specific savings plan recommendations - Account-specific optimization opportunities - Analysis based on 3-year term length and full upfront payment options

Steps to Create a Fixed Report

Step 1: Access Report Creation

• Navigate to the Dashboard.
• Click the dropdown beside the report name.
- If there are existing reports, click the dropdown and then select "+ New Report" to begin creating a new report.
- If no reports exist, a "Default" report is displayed. Click the dropdown beside it, then choose "+ New Report" to start creating a new one.

Dashboard New Report

Step 2: Choose Fixed Template

Select Fixed Template when prompted for the report type.

Fixed Temp

Step 3: Configure Report Parameters

Time Period Selection: Choose your reporting frequency: - Monthly - Quarterly - Yearly

Select Period

Report Details: - Report Name: Provide a descriptive name for easy identification - Description: Add detailed information about the report's purpose - Avatar/Color Theme: Customize visual appearance according to your preferences. - Member Access: Check the "Publish to Members" option to make the report visible to all platform members. Leave unchecked for private reports accessible only to the creator.

Details

Step 4: Select Cost Groups

Choose which cost groups should be included in the report. The selected cost groups will populate data for each widget in the report. Configure recurrence settings also.

Select Period
Fiscal year settings (if needed)

Select Costgroup

Step 5: Preview and Finalize

Preview Report: Click "Preview Report" to review the layout and content before finalizing.

Preview

Final Actions: - Save Layout: Confirm and save the report configuration - Cancel: Discard changes and exit report creation - Report Settings: Access additional configuration options to modify parameters