Creating a scheduled report

To create a scheduled report

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

2. In the navigation pane, choose Dashboards.

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

4. Choose Actions, and then choose Manage email reports.

5. Choose Create report.

6. 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.

7. Select recipients - Configure the notification settings for recipients:

   • Email setup method - Choose Select from existing configurations to use a previously configured AWS User Notifications 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.

8. 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.

9. 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.

10. 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.