# Reports

Generate polished, shareable reports from your spend data. Use them for monthly finance reviews, quarterly business reviews, or any time you need a clean snapshot to send to a stakeholder.

## What's in a report

Every Finora report includes:

1. **Cover page** — workspace name, period, generation date
2. **Executive summary** — total spend, change vs. previous period, top providers, top tags
3. **Spend trend** — line chart by provider over the period
4. **Provider breakdown** — table and donut chart
5. **Model breakdown** — top 20 models by spend, with cost-per-1k tokens
6. **Tag allocation** — costs grouped by tag category
7. **Anomalies summary** — any high-severity anomalies in the period
8. **Forecast** — 30-day projection (Scale and above)
9. **Appendix** — full data export attached as CSV (Growth and above)

## Generating a report

1. Open **Reports** in the sidebar.
2. Click **+ New report**.
3. Configure:
   * **Name** — e.g. *April 2026 AI Spend Review*
   * **Period** — last 30 days, last month, custom range, etc.
   * **Provider scope** — all providers or a subset
   * **Tag scope** — optional
   * **Format** — PDF, CSV (Standard), or CSV (FOCUS 1.1)
   * **Group by** — provider, model, or tag category
4. Click **Generate**.

Reports usually finish in under 30 seconds. Larger reports over a long period can take up to two minutes.

### Where the file goes

* **PDF** — downloads to your browser when ready and is also saved to your **Saved reports** index for re-download later
* **CSV** — streams directly to your browser

## Saved reports

Open **Reports → Saved reports** to see every PDF you've generated, with name, generation date, format, file size, a re-download link, and a delete button.

Saved PDFs are kept for 90 days, then automatically removed. You can re-generate at any time using the same settings.

## Scheduled reports

Set a report to regenerate on a regular cadence:

1. From the report config screen, set **Schedule** to **Daily**, **Weekly (Mon)**, or **Monthly (1st)**.
2. Add **Email recipients** — comma-separated.

The scheduled run generates and emails the report automatically.

> **Plan requirement.** Scheduled reports require the **Scale** plan or above.

## Report styles

Pick one of three visual styles in **Settings → Profile & Account → Report style**:

* **Standard** (default) — Finora-branded, full color
* **Print-friendly** — black and white, smaller files
* **Executive** — minimalist, designed for board decks

The style applies to every report you generate from then on.

## Reports vs. exports

Reports are polished, batch-generated artifacts. Exports give you raw data:

| You want…                                                   | Use                                                           |
| ----------------------------------------------------------- | ------------------------------------------------------------- |
| A polished PDF for a stakeholder review                     | **Report → PDF**                                              |
| Raw spend rows for finance reconciliation                   | **Export → Standard CSV** ([guide](/exports/standard-csv.md)) |
| Data for a FOCUS-compatible tool (Cloudability, Finout, BI) | **Export → FOCUS 1.1 CSV** ([guide](/exports/focus-csv.md))   |

CSV exports stream directly — they don't appear in your Saved reports list.

## Limits

There's no hard cap on the number of reports. Very large reports — for example, 5 years on a high-volume Enterprise account — may take longer than 2 minutes. If a generation times out, retry with a smaller period or split it into two reports.


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