Navigation Menu: Reports


SES lets you create custom reports through features available under the [Options] drop-down.  You can modify the content and layout of a report to control how data is presented. Having flexibility in how reports are grouped and structured allows you organization data into formats you may need for your billing, financial, and enterprise resource planning (ERP) systems.

When you double-click a report type, the report automatically populates with your most recent month's data and a default set of columns. 

The following instructions walk you through how to use the various Options to create customized report views that you can save. Each operation is independent and can be performed in any order. Successive operations are cumulative.


Report Filters

GO TO REPORTS

You can regenerate the report with more limited data.

  1. In the upper-right corner of a report, click Options.
  2. Select Update Report Filters.

    *This activates submenus where you can add filters.

  3. Select values from one or more of the available filters.

  4. Click outside of a filter to close it.

  5. Click Apply Filters.

The report repopulates with the selected filters applied.


Manage report columns and groupings

You can add, remove, and reorder columns. 

GO TO REPORTS

  1. In the upper-right corner of a report, click Options.
  2. Select Manage Report Columns.
  3. On the left, select a column and click Add.

    This adds the column to the report.

    Note: Columns that are currently selected for grouping data do not appear in this dialog.
  4. On the right, select a column and click Remove.

    This deletes the column from the report.

  5. Reorder the columns by clicking the up and down arrows.

  6. Click Update Report.

    The report repopulates with the selected columns.

    Keep in mind that some columns are automatically added if other columns rely on them. For example, if you add Usage, Usage Type is also added.


Manage groupings

You can regenerate the report with the data grouped differently by adding, removing, or reordering the columns that are used for grouping the data.

Note: Data cannot be grouped by metrics, such as cost.

  1. In the upper-right corner of a report, click Options.
  2. Select Manage Report Grouping.
  3. On the left, select a column and click Add. This groups report data this column.
  4. On the right, select a column and click Remove. Report data is no longer grouped by this column.
  5. Reorder the report groupings by clicking the up and down arrows.
  6. Click Update Report.

    The report repopulates with the selected groupings.

    Note: Non-groupable, non-aggregatable columns only show values when the row is fully expanded. For example, the Pricebook column is neither groupable nor aggregatable.

Manage Columns for Tags, Customer Fields and Cloud Accounts Fields

After you configure tags and fields, you can make them available to a report. Then you can add columns to your report based on the tags and fields that are associated with your cloud billing data.

Make the tags and fields available

Before you can add columns that are based on tags and fields, you must make the tags and fields available.

  1. In the upper-right corner of a report, click Options.
  2. Select one of the following:

    • Manage Tag Columns
    • Manage Customer Fields
    • Manage Cloud Account Fields
  3. Note: The left-hand list includes tags or fields that have been added to at least one resource in the cloud provider's application. The right-hand column shows the tags or fields that are available to be included in a report.
  4. Click a tag or field name in the left column and click Add to make the tag or field available to be added as a column in the report.

  5. Click Update Report.

    You can now add the tag or field column to the report, as described in manage report columns.

    After you add a new tag or field column, you can select it and use it for grouping, just like any other column, as described in manage report grouping. When selected, the data is segmented based on which tag value is associated with the data. Data with no value for a given tag is grouped together.



Customize report date range


By default, system reports show the most recent month's data. You can regenerate the report with a different date range.

GO TO REPORTS

  1. Navigate to a report.
  2. In the upper-left corner of a report:

    • Select a date range from the dropdown menu.

      • Today
      • Month to date
      • Quarter to date
      • Year to date
      • Last month
      • Last quarter
      • Last year
    • Or select Custom to set a custom date range by entering start and end dates.

The report repopulates with the new date range.


Customize report currencies


You can convert any billing report to another currency, such as Euros, Indian rupees, Australian dollars, and so on. The currency dropdown appears if the account has currencies defined.

GO TO CURRENCIES

To change the currency in which the report data is displayed:

GO TO REPORTS

  1. Navigate to a billing report.
  2. In the upper-right corner, click the currency dropdown to display all of the available currencies.
  3. Select the desired currency.

The report repopulates with the same data, converted to the selected currency.

Modify the default currency (Admin portal only)

By default, the currency is U.S. dollars. You can modify this setting so that the default is another currency. To set the default, go to Settings > Options.

Modify the list of currency options (Admin portal only)

Besides setting the default, you can also control the list of currency options that appear in the dropdown menu. To configure which currencies appear in the list, go to Settings > Currencies.


Create or Delete a Report


Create a new report or Save changes to a report.


Each report type has a system version, which you can use as a template. You can then save your report settings – date range, currency, column selections, and so on – as a named report.

Create a new report

GO TO REPORTS

  1. Navigate to a report.
  2. Set your filters, date range, selected columns, and column groupings.
  3. In the upper-right corner, click Save Report.
  4. Click Create New Report.
  5. Provide a name for your new report.
  6. Click Save.

The report reloads with the new report name.  Your report with the custom configuration now appears in the list of available reports.

Overwrite the report with new settings (non-system reports only)

  1. Navigate to a saved report.
  2. Set your filters, date range, selected columns, and column groupings.
  3. In the upper-right corner, click Save Report.
  4. Click Save.

The next time you open this saved report, it will use the new custom configuration.

Delete a report

You can delete custom reports, but not system reports.

  1. Navigate to a saved report.
  2. In the upper-right corner, click Delete Report.
  3. When prompted to confirm the deletion, click Yes.



Export reports


Download a .csv file containing comma-separated values. CSV reports reflect the currently selected UI columns, date range, and filter settings. The file contains exactly the same data as the report.


GO TO REPORTS

  1. In the upper-right corner of a report, click Options.
  2. Select Export as CSV.
  3. The CSV file is downloaded to your system.


Export billing details


SES allows you do download the file containing billing details for a particular cloud account, customer, and billing period. These are downloaded directly in their original format.

  1. In the upper-right corner of a report, click Options.
  2. Select Export Billing Details.
  3. Click Select a month and choose a date from the drop-down list.
  4. Click Select report type and choose a type from the drop-down list.

    Three report types are shown: BILLING, STRIPPED_CREDITS and MARKETPLACE.

  5. Click Select a payer account and choose an account number from the drop-down list.

  6. If you selected BILLING or MARKETPLACE, click Select a customer and choose a name from the drop-down list.

  7. Click Download.

    The file is downloaded to your system.