Operations
Configure email reports
Set report cadence, recipients, sections, and test delivery.
Setup steps
- Open Settings > Reports.
- Choose recipients.
- Select cadence and time zone.
- Choose sections such as cost, alerts, resources, recommendations, AI usage, and savings.
- Send a test report before relying on scheduled delivery.
If delivery fails
- Check recipient spelling.
- Check mail provider configuration on the backend.
- Check whether the report has enough data for the selected sections.
- Use the test-send result before changing schedule settings.
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If your team still runs into setup issues, empty dashboards, billing delays, callback failures, or alerting problems, continue with troubleshooting before re-running the entire onboarding flow.