# Scheduling email delivery of dashboard reports
<a name="schedule-dashboard-reports"></a>

You can schedule automated email delivery of your dashboard reports to stakeholders on a recurring basis. Scheduled reports generate a PDF snapshot of your dashboard at the configured time and deliver it to your specified recipients through email. This allows stakeholders who don't have AWS console access to receive regular visibility into cost and usage data.

Each scheduled report is configured with a delivery frequency (daily, weekly, or monthly), a specific delivery time, and a list of recipients. You can schedule delivery of your entire dashboard or a single widget. Report generation begins at the scheduled time and delivery follows shortly after.

When changes are made to a dashboard, they are automatically reflected in subsequent scheduled deliveries without requiring reconfiguration of the report.

**Note**  
To schedule email delivery, you need permissions for `bcm-dashboards:CreateScheduledReport` and `iam:CreateServiceLinkedRole`.

**Note**  
AWS User Notifications is automatically configured in your account, including Notification Hubs, when you schedule email delivery of a dashboard report. For more information, see [Getting started with AWS User Notifications](https://docs.aws.amazon.com/notifications/latest/userguide/getting-started.html) in the *AWS User Notifications User Guide*.

**Topics**
+ [Service-linked role for scheduled reports](schedule-dashboard-reports-slr.md)
+ [Creating a scheduled report](schedule-dashboard-reports-create.md)
+ [Understanding scheduled report emails](schedule-dashboard-reports-emails.md)
+ [Managing scheduled reports](schedule-dashboard-reports-manage.md)

# Service-linked role for scheduled reports
<a name="schedule-dashboard-reports-slr"></a>

When you create your first scheduled report, you can choose to opt in to the creation of a service-linked role (SLR). This role allows the BCM Dashboards service to generate reports and deliver them on your behalf. The SLR includes predefined permissions necessary for the service to access your cost data (such as `ce:GetCostAndUsage`) and dashboard configurations (such as `bcm-dashboards:GetDashboard`).

This is a one-time opt-in per account that applies to all future scheduled reports. The SLR permissions are managed by AWS and cannot be modified directly in the IAM console.

# Creating a scheduled report
<a name="schedule-dashboard-reports-create"></a>

You can create a scheduled report for a dashboard to automatically generate and deliver PDF snapshots to your recipients on a recurring basis.

**To create a scheduled report**

1. Open the Billing and Cost Management console at [https://console.aws.amazon.com/costmanagement/](https://console.aws.amazon.com/costmanagement/).

1. In the navigation pane, choose **Dashboards**.

1. Select the dashboard you want to schedule for email delivery.

1. Choose **Actions**, and then choose **Manage email reports**.

1. Choose **Create report**.

1. **Create report details** - Configure the basic information about the report:
   + **Report name** - Enter a name for the report.
   + **Description** (optional) - Enter a description to help identify your report.
   + **Widget selection** - Choose **Full dashboard** (default) to include all widgets, or **Single widget** to limit the report to one widget.
   + **Reporting period** - Choose **Widget-specific ranges** to preserve each widget's individual date range settings, or apply a unified date range for all widgets. Relative date ranges update with each delivery to provide the most relevant data based on when the report is generated.

   Use **Preview report** to verify the layout before proceeding. Choose **Next**.

1. **Select recipients** - Configure the notification settings for recipients:
   + **Email setup method** - Choose **Select from existing configurations** to use a previously configured [AWS User Notifications](https://docs.aws.amazon.com/notifications/latest/userguide/what-is-service.html) configuration, or choose **Enter new email address** to create a new configuration that multiple reports can use for delivery.

   First-time recipients must verify their email address. For non-AWS users, you can use email distribution lists — only one team member with AWS console access needs to verify the list address, after which all members receive dashboard reports automatically. Choose **Next**.

1. **Configure report scheduling** - Configure when and how often the report will be delivered:
   + **Frequency** - Choose **Daily**, **Weekly**, or **Monthly**.
   + **Delivery time (UTC)** - Specify the time when the report will be generated. Reports are usually delivered within a few minutes of the scheduled time
   + **Start date** - Select when to start sending the report.
   + **End date** - Select when to stop sending the report. Maximum allowed duration is three years from the start date.

   Choose **Next**.

1. **Configure additional settings** - Set up service access and optional tags:
   + **Service access** - Grant AWS Billing and Cost Management permissions to generate and deliver scheduled PDF reports, access permitted cost and usage data, and manage email delivery on your behalf. Choose one of the following:
     + **Create and use a new execution role** - Recommended for first-time setup. Creates a new IAM role with the minimum permissions required for scheduled report generation and delivery.
     + **Choose an existing execution role** - Select a previously created execution role from your account. Use this if you have already created a role for scheduled reports.
     + **Enter execution role ARN manually** - Specify the ARN of an execution role directly. Use this if the role was created in a different context or if you manage roles through infrastructure as code.
   + **Resource tags** (optional) - Add tags to help search and filter your resources or track costs. You can add up to 50 tags.

   Choose **Next**.

1. **Review and create** - Review all your selections across the previous steps. You can choose **Edit** next to any step to modify its settings. When satisfied, choose **Create**.

**Note**  
Recipients receive an email containing a secure link to download the password-protected PDF report. The password is included in the email body. The download link expires after 15 days. No AWS permissions are required to download or view the PDF report.

# Understanding scheduled report emails
<a name="schedule-dashboard-reports-emails"></a>

When a scheduled report is generated, recipients receive an email notification containing:
+ A secure, time-limited download link to access the PDF report. The link expires after 15 days.
+ A unique password required to open the PDF file. Each report generation produces a new password.
+ The report name, dashboard name, and generation timestamp.

PDF reports are encrypted and stored in AWS-managed Amazon S3 buckets. The download links use pre-signed URLs that grant time-limited access to the specific PDF file.

# Managing scheduled reports
<a name="schedule-dashboard-reports-manage"></a>

You can view, edit, disable, or delete your scheduled reports from the Dashboards list page. The **Reports** column indicates which dashboards have scheduled reports configured.

**To edit a scheduled report**

1. Open the Billing and Cost Management console at [https://console.aws.amazon.com/costmanagement/](https://console.aws.amazon.com/costmanagement/).

1. In the navigation pane, choose **Dashboards**.

1. Select the dashboard which corresponds to the scheduled report you want to edit.

1. Click on **Actions**, and then choose **Manage email reports**.

1. Select the report you want to edit.

1. Modify the report settings as needed.

1. Choose **Save**.

**To disable a scheduled report**

1. Open the Billing and Cost Management console at [https://console.aws.amazon.com/costmanagement/](https://console.aws.amazon.com/costmanagement/).

1. In the navigation pane, choose **Dashboards**.

1. Select the dashboard which corresponds to the scheduled report you want to disable.

1. Click on **Actions**, and then choose **Manage email reports**.

1. Select the report you want to disable.

1. Click on **Actions**, and then choose **Disable report**.

**Note**  
Disabling a scheduled report stops future report generation and revokes all previously delivered download links. If PDF reports have already been downloaded to a local device, disabling the report does not affect those files.

**To delete a scheduled report**

1. Open the Billing and Cost Management console at [https://console.aws.amazon.com/costmanagement/](https://console.aws.amazon.com/costmanagement/).

1. In the navigation pane, choose **Dashboards**.

1. Select the dashboard which corresponds to the scheduled report you want to delete.

1. Click on **Actions**, and then choose **Manage email reports**.

1. Select the report you want to delete.

1. Click on **Actions**, and then choose **Delete report**.

1. In the dialog box that appears, enter **confirm** and choose **Delete**.

**Note**  
Deleting a scheduled report does not delete any associated resources in AWS User Notifications. To remove notification configurations and email contacts, manage them directly in the AWS User Notifications console.