How to Generate and Download a Cloud Report (RDE) in Xvantage™

Overview:

This article explains how to create, download, and schedule a Cloud Report in Xvantage™. Cloud Reports can be generated for various cloud solutions, including Microsoft Azure, Microsoft 365, Google Cloud, and other supported services.

Table of Contents:

1. Access Cloud Reports

2. Create and Download a Report

3. Create a Scheduled Report

Process:

Subtopic 1: Access Cloud Reports

To access custom reporting for account reconciliation, please follow the instructions below.

1. Log in to Xvantage.

2. From the left navigation menu, select My Business > Cloud Reports.

3. The Cloud Reports page contains two tabs:  

3. The Cloud Reports page contains two tabs:

   • Reports –Use this tab to view previously generated reports and create one-time reports. Available information includes:

     • Report Title

     • Data Set

     • Type

     • Report View

     • Created Date

     • Status

     • Action

   • Schedule – Use this tab to manage scheduled reports and create recurring report deliveries. Available information includes:

     • Report Title

     • Data Set

     • Type

     • Report View

     • Last Report

     • Next Report

     • Action

Subtopic 2: Create and Download a Report

Follow these steps to generate a one-time Cloud Report:

1. Select the Reports tab.

2. Click Create Report.

5. In the Configure Report window:

   • Select the desired Data Set.

     

   • Enter a Report Title.

   • Select the reporting period.

   • Choose the preferred file format.

     

4. Click Create.

Recommendation: Use the Short View format and export the report as an XLSX file for the best performance and usability.

Note: Billing data becomes available only after it has been uploaded to the Xvantage platform.

Download the Report

After the report generation is complete:

1. Locate the report in the Reports tab.

2. Select the download arrow in the Action column.

3. Save the report to your device.

Subtopic 3: Create a Scheduled Report

Scheduled reports allow automatic report generation on a recurring basis.

1. Select the Schedule tab.

2. Click Schedule Report.

4. In the Configure Report window:

   • Select the required Data Set.

     

   • Enter a Report Title.

   • Choose the report generation day.

   • Select the desired file format.

     

5. Click Create.

Recommendation: Use the Short View format and export reports as XLSX files.

Receive Scheduled Reports by Email

To have scheduled reports delivered automatically by email:

1. Select Notify my account administrator by email about exported data.

2. The generated report will be sent to the configured Account Administrator.

Note: To view or update the Account Administrator, navigate to Account Settings > Cloud Business Contacts. For additional guidance, refer to How to Update the Cloud Business Contacts in Xvantage™.

Additional resources:

• Rated Data Export – Full Report View - FAQ

• Rated Data Export – Short Report View - FAQ