Share Your Cost Perspective Report

Updated 1 month ago by Archana Singh

You can share the cost report of your Perspective with your stakeholders. Create a daily, weekly, monthly, or custom (using CRON expression) report sharing schedule. The report is sent as per the set frequency.

In this topic:

Before You Begin

Create a Report Sharing Schedule

You can create a schedule for sharing cost report of your Perspective. Perform the following steps to create a schedule:

  1. In Perspective Builder, click Add a report sharing schedule.
  2. In Name of the Report, enter a name for your Perspective report.
  3. In Enter Recipients, enter an email ID of the recipient.
    You can add up to 50 email IDs for sharing the report schedule. Email IDs are separated by a comma.
  4. In Repeat frequency in UTC, select the frequency for sharing the report. All the schedules are executed in Universal Time Coordinated (UTC). 
    1. Daily: Select the time from the drop-down list.
      In minutes, you can select zero or thirty minutes only.
    2. Weekly: Select day and time from the drop-down list.
    3. Monthly: Select date and time from the drop-down list.
    4. Custom CRON Expression: Enter Cron expression to create a schedule. For a Cron expression calculator and examples, see  Cron Expression Generator & Explainer.
  5. Click Save.

The report schedule is displayed in the Perspective.

You can also edit or delete the report sharing schedule.

Edit a Report Sharing Schedule

To edit your report sharing schedule, perform the following steps:

  1. Click Edit.
  2. The Report Sharing Schedule settings appear. Follow the steps in Create a Report Sharing Schedule to edit the details of the schedule.

Delete a Report Sharing Schedule

Once a schedule is deleted, it cannot be restored. To delete your report sharing schedule, perform the following steps:

  1. Click Delete.
  2. Click Confirm Delete.

The schedule no longer appears in the Perspective Builder.


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