The Reports module lets you organize your organization’s reports and create new ones. There are two ways to create reports:

  • From the Explore page – save an exploratory Explore report by clicking Save within the Explore module.
  • From the Reports list – click New Report in the Reports list.

Folders

When you open the Reports module, you’ll see these folders:

  • All Reports – every report (user-created and predefined)
  • Predefined Reports – built-in reports by Pelanor. These are useful if you’re new to the platform and want an overview of your cloud environment or a starter dashboard
  • My Reports – reports created by you

You can also create custom folders to organize reports by business or technical needs.

1

Create or edit a report

Create a new report (or open an existing one) and click Save.

2

Name your folder

In the folder input, enter the name for the new folder.

3

Save the report

The report is saved in that folder, which will now appear in the sidebar.

Report List

Each row in the Reports table includes:

  • Name – the report’s name
  • Created By – the creator’s email or Predefined for Pelanor-provided reports
  • Created At
  • Folder
  • Cost Chart – a mini cost trend chart from the report

Quick actions available for each report:

  • Edit
  • Duplicate
  • Move to Folder
  • Delete

Controlling Report Access with Workspaces

By default, all folders and reports are visible to every user in your Pelanor account. You can restrict access by:

  1. Creating Workspaces
  2. Assigning users to specific Workspaces

After that, users will only see reports and folders created by others in the same Workspace (unless they have access to the Default Workspace).

For setup instructions, see the Workspaces section.