---
title: "End of month report"
slug: "end-of-month-report"
updated: 2026-10-29T11:13:36Z
published: 2026-10-29T11:13:36Z
canonical: "docs.turbo360.com/end-of-month-report"
---

> ## Documentation Index
> Fetch the complete documentation index at: https://docs.turbo360.com/llms.txt
> Use this file to discover all available pages before exploring further.

# End of month report

## Overview

The End of month report delivers an invoice-style statement of the previous calendar month's actual cost for a cost management group. Turbo360 groups the cost by a dimension you choose, such as resource type or subscription, applies your cost adjustment rules, and produces a PDF and an Excel workbook on every run.

The report appears as the **End of month report** row on **Cost management group > Reports**, for every cost management group.

### Business value

Finance teams and service providers often need a monthly cost statement that is ready to share with a customer or a budget owner. The End of month report produces that statement automatically, with a markup applied to selected cost lines when needed. It replaces the manual work of exporting cost data, adding adjustments, and formatting the result every month.

## Prerequisites

- A cost management group with cost data for the previous month.
- At least one delivery target: a recipient email address (SaaS) or a notification channel. Without one, **Save** and **Generate now** are disabled.

### Required permissions

Access to the End of month report is controlled by the same **Reports** permission that governs the Cost Analyzer reporting suite. Cost adjustment rules need an additional account-level permission.

| Role | Permission level | Access |
| --- | --- | --- |
| Account owner, Owner, Contributor | - | Full access to Reports |
| Custom role | **Reports: Read** | View the report row, open the report configuration and generation history, and download generated files |
| Custom role | **Reports: Manage** | Enable or disable the report, edit the configuration, save, and use **Generate now** |
| Account owner | - | Add, edit, and remove cost adjustment rules |

When you assign a custom role, grant **Read** or **Manage** on **Reports** under **Specify feature permissions**. For more information, see [Roles and permissions in Cost Analyzer](https://docs.turbo360.com/docs/roles-and-permissions-in-cost-analyzer).

### Dependencies

- **Cost data:** the report reads the previous month's actual cost for the subscriptions in the cost management group.
- **Cost adjustment:** if you turn on the group-level cost adjustment, Turbo360 applies it as the default markup. For more information, see [Cost adjustment](https://docs.turbo360.com/docs/cost-adjustment).
- **Cost allocation:** Turbo360 applies the cost allocation rules of the group to the cost lines before it builds the report.
- **Notification channels and email templates:** configure them in Settings before you select them in the report.

## How it works

**Period, metric, and format.** Every report covers the previous calendar month in UTC, from the first day at 00:00 to the last day at 23:59:59. This applies to scheduled runs and to **Generate now**. The metric is always actual cost, and each run produces both a PDF and an Excel workbook. There is no option to change the period, the metric, or the format.

**Schedule.** The report is generated monthly. The report is sent on the 3rd of each month (UTC), and once when you switch it on.

**Group by and cost adjustment.** The **Group by** option sets the dimension for the breakdown. The default is **Resource Type**. Turbo360 shows cost lines with no value for the dimension as Unassigned. Each cost line gets the percentage of the cost adjustment rule that matches it. If no rule matches, Turbo360 uses the standard cost adjustment percentage of the group when it is turned on, and 0 otherwise. The PDF, Excel workbook, and notifications show the adjusted amounts only and do not mention the adjustments.

**Currency.** Amounts are in the dominant billing currency of the group. Turbo360 converts subscriptions billed in another currency. If no currency information exists, Turbo360 uses USD.

## Steps

Use these steps to turn on and configure the End of month report, add cost adjustment rules, generate a report on demand, and download the generated files. Start from **Cost management group > Reports**.

### Turn on and configure the report

Turning on and configuring the report sets the grouping, branding, and delivery settings that Turbo360 uses for every monthly run.

1. In the **End of month report** row, turn on the toggle and click **Continue** in the **Enable End of month report** dialog. Turbo360 generates the report once on the day you turn it on.
2. Click the **Report actions** button in the row and select **Edit**. The **End of month report** dialog opens with the **Configuration** and **Generation history** tabs.
3. On the **Configuration** tab, select the **Group by** value.
4. Optionally, click **Branding settings**, upload a logo, and click **Save**. Select **Apply this for all reports.** to use the same logo on the other Cost Analyzer reports of the group.
5. Optionally, select **Download report from notifications** to add download links for the PDF and Excel files to the notifications.
6. Under **Notification settings**, enter the **Recipient email address** on SaaS, and optionally select an **Email template** and enter an **Email subject**. Select the notification channels that should receive the report.
7. Click **Save**.

### Add cost adjustment rules

Cost adjustment rules apply a markup percentage to the cost lines of selected values, so the statement shows the amounts you want to charge.

1. On the **Configuration** tab, click **Cost adjustment**. The button is visible only to Account owners.
2. Click **Add rule**.
3. Select the **Dimension**. The first rule sets the dimension, and every other rule in the report uses the same one.
4. Select the **Values** for the rule. Use **Select all** to include all values.
5. Enter the **Adjustment** percentage.
6. Add more rules if needed, then click **Apply**.
7. Click **Save** on the **Configuration** tab.

A value can belong to only one rule. Cost lines that no rule covers get the standard cost adjustment of the group.

### Generate a report on demand

Generating a report on demand creates the statement for the previous month without waiting for the next scheduled run.

1. In the **End of month report** row, click the **Report actions** button.
2. Select **Generate now**.

If you select **Generate now** on the day you turn the report on, Turbo360 generates a second report for the same month. This is expected.

### Download a report from history

Generation history lists every run of the report so you can download the files of any month.

1. Open the **End of month report** configuration and select the **Generation history** tab.
2. Find the run by its **Generated at** value.
3. Click **PDF** or **Excel** in the row to download the file.

## Configuration

The following table lists the options of the End of month report.

| Option | Default | Description |
| --- | --- | --- |
| Enable or disable toggle | Off | Turns scheduled generation on or off. A confirmation dialog appears. |
| Download report from notifications | Off | Adds PDF and Excel download links to notifications. The links stay valid for several days. When off, the email contains only an Open in portal link. |
| Group by | Resource Type | The dimension for the breakdown in the PDF and Excel files. Available for all accounts: Location, Resource Group, Resource Type, Subscription, Service Name, Meter, Meter subcategory. Cost import v2 adds Service family, Product name, Pricing model, Charge type, Reservation, and Benefit. |
| Cost adjustment: Dimension | None | The dimension whose values get their own percentage. Available for all accounts: Resource type, Service name, Meter. Cost import v2 adds Pricing model, Charge type, Reservation, and Benefit. |
| Cost adjustment: Values | Empty | The values of the dimension that the rule covers. At least one value is required. The list comes from the previous month's cost of the group. |
| Cost adjustment: Adjustment | 0 | The markup percentage for the matching cost lines. |
| Logo | No logo | The logo on the PDF cover. |
| Apply this for all reports. | Cleared | Copies the logo to the Cost summary, Potential cost savings, Executive cost summary, and End of month report of the group. |
| Recipient email address | The account default recipient | SaaS only. Use commas to send a separate email to each address, or semicolons to send one email to all addresses. |
| Email template | The account default template, or system template | SaaS only. The template for the email. |
| Email subject | Blank | SaaS only. The subject of the email. Turbo360 uses its default subject when you leave this blank. |
| Notification channels | None | Channels that receive the report. At least one recipient or channel is required. |

## Permission behavior

- A user with **Reports: Manage** can use the toggle, edit all fields, save, and generate. **Generate now** is available when the report is enabled and no generation is in progress.
- A user with **Reports: Read** can open the configuration and generation history and download files. The toggle, fields, **Save**, and **Generate now** are disabled.
- The **Cost adjustment** button is not shown to users who are not Account owners. Existing rules still apply to generated reports.
- A user without **Reports: Read** does not see the **Reports** tab.

## Example scenario

Meera runs the cloud billing for a managed services company. She manages a cost management group for a customer and bills the customer monthly with a markup on Azure services.

She opens **Reports**, turns on the **End of month report**, and selects **Service Name** for **Group by**. She adds one cost adjustment rule on the **Service name** dimension with a 12 percent adjustment for the services she resells. She enters the customer's finance contact as the recipient and selects **Download report from notifications**. Each month, the customer receives an email with the statement for the previous month, with download links for the PDF and Excel files.

## Limitations

- The report covers only the previous calendar month and uses only actual cost.
- You cannot choose the frequency. The report is always monthly.
- You cannot group by None, Resource, or Tag.
- Cost adjustment rules use one dimension per report, and a value can belong to only one rule.
- The report has no option to include child groups and does not compare the month with the previous month.
- If your account uses cost import v1, a Group by value that needs cost import v2 falls back to Resource type, and rules that need cost import v2 are skipped.

## Troubleshooting

1. **The generation history shows No cost data found** Cause: The cost management group has no cost data for the previous month. Fix: Check the subscriptions in the group and confirm that the cost data for the previous month is imported. Then click **Generate now**.
2. **Generate now is unavailable** Cause: The report is turned off, no recipient or notification channel is configured, or a cost adjustment rule is incomplete. Fix: Turn on the report, add a recipient or select a notification channel, and complete the cost adjustment rules.
3. **The notification has no download buttons** Cause: **Download report from notifications** is off. Fix: Select **Download report from notifications** and save. You can also download the files from **Generation history**.
4. **The report groups by Resource type instead of the selected value** Cause: The account uses cost import v1 and the selected Group by value needs cost import v2. Fix: Select a Group by value that cost import v1 supports, or move the account to cost import v2.
5. **The logo does not appear on the other reports** Cause: **Apply this for all reports.** was not selected when you saved, or the other report rows do not exist yet for the group. Fix: Open **Branding settings**, select **Apply this for all reports.**, and click **Save**. The option clears after each save, but the logo stays.

## FAQs

1. **Which month does the report cover?** The previous calendar month in UTC. **Generate now** also uses the previous calendar month.
2. **When does Turbo360 send the report?** Turbo360 sends the report on the 3rd of each month (UTC), and once when you switch it on.
3. **Do the files show the cost adjustment percentages?** No. The PDF, Excel workbook, and notifications show only the adjusted amounts.
4. **Does the report support amortized cost?** No. The report uses actual cost only.

## Related articles

- [Reports in Cost Analyzer](https://docs.turbo360.com/docs/reports-in-cost-analyzer)
- [Cost adjustment](https://docs.turbo360.com/docs/cost-adjustment)
- [Cost allocation](https://docs.turbo360.com/docs/cost-allocation)
- [Cost summary](https://docs.turbo360.com/docs/cost-summary)
- [Executive cost summary](https://docs.turbo360.com/docs/executive-cost-summary)