Reports

The Reports page is your central hub for everything you’ve saved and scheduled across nOps: Explorer reports, recommendation report schedules, and budget alerts. Each source keeps its own tab so you can manage it without leaving the page.

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Get started

1. Sign in to nOps.
2. Open Inform → Reports, or go to clara.nops.io/reports.
3. Choose a source tab at the top: Explorer, Recommendations, Budgets, Inventory, or Commitment Analysis (when available).
4. Within the Explorer tab, browse scope tabs All, Private, Shared, or Global (nOps Global templates). Click a report name to open it in Explorer, or use Create Report to start from a blank view.

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Source tabs

The Budgets tab only appears if you have access to Budgets. The Inventory and Commitment Analysis tabs appear for users who can access Commitment Inventory or Commitment Management, respectively. The Business Unit Economics tab appears if you have access to that feature, and the Clara Feed tab appears if you have access to Feed and Schedules. Viewing Inventory itself does not require Inform; scheduling inventory emails from Inventory or managing those schedules here does.

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Explorer tab

The list shows Report name, Created by, View type (Cost, or Cost & Usage), Date range, Granularity (Hourly through Quarterly), Scheduling (email schedule summary, if configured), and Actions. Use the search box to filter by name—each tab shows 25 reports per page. Row actions (icon buttons): Copy link, Clone, Create budget, Edit, Delete, plus the scheduling cell to manage email delivery.

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Recommendations tab

Shows your saved recommendation views (All, Private, Shared scope tabs—there’s no Global tab here) alongside their email schedules, grouped together. Search by report or schedule name. Open a saved view to jump back into the Recommendations tab of Insights with its filters applied, or delete a view you no longer need.

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Budgets tab

Lists every budget alert across your organization in one place—no need to open each budget individually. Columns include the budget, its linked Explorer report, the alert rule (threshold type and value), recipients, and status (never triggered, or last triggered date). Use Open Budgets to manage a budget’s alerts directly, or see Budgets for how alerts work.

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Create a custom report

1. Open Explorer and set filters, date range, group-by, cost type, and granularity.
2. Optionally switch to the heat map view and configure Axes if you want the saved report to open in that layout.
3. Click Save report (or use Manage Reports → Create new).
4. Enter a name and choose Private or Shared.
5. Optionally enable nOps Global if your role allows publishing templates for all nOps customers.

To customize a global template, open it from the Global tab and use Clone.

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Open and edit a report

• Click the report name to open it in Explorer at https://clara.nops.io/explorer?report={id}.
• Adjust filters in Explorer, then overwrite the existing report or save it as a new one.
• Use Edit on the Reports page to rename or change visibility, date range, or granularity. To change filters or group-by, open the report in Explorer.

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Email and schedules

From Explorer or the Reports list, open the scheduling cell or click the mail icon to send or schedule the current report:

• Send now — delivers immediately with a chart preview and PDF attachment. If the report was saved with the heat map enabled, the email shows the heat map instead of the history chart.
• Schedule — daily, weekly, or monthly delivery in your chosen timezone.
• Subject and optional Message for recipients.
• Include Clara AI analysis — Clara adds a short summary of shifts and anomalies when the email is sent.
• Recipients — search and select multiple organization members, or type an email address manually to add it to the list. Add or remove as many recipients as you need before sending or saving a schedule.

Recipients must be members of your organization with a Clara account, and they must already have access to the report (for example, a Private report can only be sent to its creator). You can’t send Explorer report emails to outside addresses that aren’t part of your organization. Recommendation report schedules work the same way from the Recommendations tab. Inventory schedules mirror the filters saved from Commitment Inventory—open Inventory to send or schedule, then manage recurring deliveries from the Inventory tab here. Budget alerts are threshold-triggered notifications rather than scheduled digests—see Budgets for the difference between a budget’s email alerts and its email report digest.

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Manage reports

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Pre-built nOps Global reports

Global reports ship with predefined filters for common scenarios. Examples include: Open any Global report, then clone and adjust filters for your organization.

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Empty states

If you have no reports yet:

• Explorer → All — Create a report in Explorer to save your filters, date range, and chart settings for quick access.
• Explorer → Private — Save an Explorer view as a private report to keep it visible only to you.
• Explorer → Shared — Shared reports are visible to everyone in your organization.
• Explorer → Global — Global reports are curated templates available to all nOps customers.
• Recommendations — Save a view from Recommendations, or set up an email schedule, to see it here.
• Budgets — Set up an alert on a budget to see it listed here.
• Business Unit Economics — Open Business Unit Economics and use Manage Reports to send or schedule unit economics reports.
• Clara Feed — Create a scheduled Clara prompt to run analyses automatically. Results appear in your feed and can be emailed to your team.

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FAQs

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Related

• Explorer — build and refine report views
• Insights — cost optimization recommendations and cost anomaly detection
• Budgets — spend targets and alerts
• Explorer Dashboard — display reports on a shared dashboard
• Dashboard — home-page spend summary