> ## Documentation Index
> Fetch the complete documentation index at: https://docs.cloudthinker.io/llms.txt
> Use this file to discover all available pages before exploring further.

# Optimize Reports

> Generate or schedule cost reports from saved Optimize data for one selected account or all accounts

Reports asks Anna to turn a fixed snapshot of saved Optimize data into a report. Generate it once, or schedule recurring runs for a fixed account scope.

## Choose a report

| Report                    | Evidence it summarizes                                    |
| ------------------------- | --------------------------------------------------------- |
| Monthly spend             | Spend by account and service with month-over-month change |
| Savings opportunities     | Open findings ranked by potential monthly savings         |
| Cost allocation readiness | Tagged and untagged spend coverage from Cost Health       |
| Spend forecast            | Current-month forecast from stored spend history          |
| Commitment coverage       | Measured coverage and utilization from Cost Health        |
| Anomaly review log        | Detected impact and review outcomes from the last 30 days |

Reports use evidence Optimize already stores. Generating a report does not refresh the cloud provider or turn missing evidence into zero.

## Choose the scope

| Scope            | Behavior                                                                                    |
| ---------------- | ------------------------------------------------------------------------------------------- |
| Selected account | Uses the cloud connection currently selected in Optimize                                    |
| All accounts     | Captures the currently connected Optimize accounts when you generate or create the schedule |

Each account stays in a separate report section. Optimize never adds unlike currencies together. A connection added later does not enter an existing schedule, and a disconnected captured account appears as an evidence gap.

## Generate a report now

1. Open **Optimize → Reports**.
2. Choose **Selected account** or **All accounts**.
3. Select **Generate** on a report card.
4. Review the fresh conversation Anna opens and the report it produces.

One-off generation does not send a completion notification because you are already watching the conversation.

## Schedule recurring reports

You need Optimize management permission to create or change schedules.

1. Select **Schedule report** and choose a report type.
2. Set the cadence and optional expiry.
3. Confirm the captured account scope.
4. Use **Scheduled reports** to pause, resume, delete, or open the latest successful report.

Every scheduled run opens a fresh conversation and stores its report. A run succeeds only when that report exists. Successful scheduled runs notify the schedule owner and link to the conversation; failed runs do not send a ready notification.

## Evidence limits

Anna receives one fixed Optimize data snapshot for the report. The report names freshness, partial coverage, and missing connections. It does not claim realized ROI, budget variance, purchase advice, or a root cause that the available evidence cannot establish.

## Related

<CardGroup cols={2}>
  <Card title="Optimize" icon="piggy-bank" href="/guide/cost-optimization/overview">
    Review the current account snapshot before reporting
  </Card>

  <Card title="Cost Explorer" icon="chart-line" href="/guide/cost-optimization/analytics">
    Inspect the completed-month spend behind a report
  </Card>

  <Card title="Findings" icon="lightbulb" href="/guide/cost-optimization/recommendations">
    Review the actions behind a savings report
  </Card>

  <Card title="Anomalies" icon="wave-pulse" href="/guide/cost-optimization/anomalies">
    Settle cost changes before generating a review log
  </Card>
</CardGroup>