As an Instance Admin, you can configure and schedule usage reports to be delivered to a URL and/or email on a recurring basis. Usage reports contain resource consumption amounts by the instance’s organizations or by applications.
You may access your report configurations by navigating to the “Reports” screen in the Instance Manager subnavigation.
You receive these reports on a schedule of your choosing. You have the following options available to you:
- End of the month: Sends a report at the start of the first day of the following month at 4 a.m.
- Twice per month: Sends a report on the 1st and 15th at 4 a.m. every month.
- Every week: Sends a report once every Monday at 4 a.m.
- Custom …: Allows you to enter a custom cron string to set a custom schedule. Aggregations take some time to roll up, therefore we recommend scheduling for a few hours after a day’s end.
You may set the scope of your reports to either by organization or by application.
Reporting data for previous months allows you to get data as far back as 12 months. Reporting data for previous days allows you to get data as far back as 90 days.
The option to “Include aggregated sandbox usage statistics” allows you to see sandbox account usage amounts in your report. If you have multiple sandbox accounts, this option will combine the usage amounts from all sandbox accounts.
You can configure multiple reports delivered on various intervals and with different usage breakdowns. Each may be delivered to up to 10 email addresses and/or a callback URL. Email recipients will receive a URL where a CSV containing usage data can be downloaded; callback URLs will be via a POST request with the CSV URL in the body of the request.
As an Instance Viewer or an Instance Admin, you may generate a one-off report by clicking on the “Generate Report” button located at the top right of the screen.
A Generate Usage Report modal will be displayed. The configuration options are very similar to Instance Report Configurations described in the previous section. There are a couple of differences.
Instead of selecting a scheduled cadence of when to receive your reports, you set the start and end date range of the data you want your report to contain.
A maximum of 12 months can be selected from the end date when you set the current scope as Months. You can choose a maximum of 90 days from the end date when it is Days.
The final difference is that you can only send the report to one email address. Keep in mind that you can only generate one-off reports once every 5 minutes.