- Scheduled reports from Cost Reports
- Threshold notifications from cloud cost alerts
- Periodic summaries from Digest
Prerequisites
- Access to Costory with permission to create reports or alerts.
- Valid recipient email addresses, shared mailboxes, or distribution lists.
Configure email for scheduled reports
1
Open a saved view in Explorer
Create or select the saved view you want to send on a schedule.
2
Start report scheduling
Click Schedule Report and choose Email as the destination channel.
3
Add recipients
Enter one or more email recipients and set cadence, period, and comparison
options.
4
Send a test report
Send a test email to confirm delivery and verify the report format.
5
Save the schedule
Save the configuration so Costory sends reports automatically on the
selected cadence.
Configure email for alerts
1
Create or edit an alert
Go to Alerts and open the alert configuration you want to notify from.
2
Choose email as notification channel
In notification settings, select Email and add recipients.
3
Set frequency and severity routing
Configure how often notifications are sent and which conditions trigger
delivery.
4
Validate with a test
Send a test notification before activating the alert.
Delivery best practices
- Use distribution lists so recipients stay in one place to manage.
- Scope recipients by role to keep updates relevant.
- Review recipient lists quarterly and remove inactive addresses.
Frequently asked questions
Can I send to multiple recipients?
Can I send to multiple recipients?
Yes. Add multiple addresses or a distribution list when configuring the
report or alert.
Can email and Slack or Teams be used together?
Can email and Slack or Teams be used together?
Yes. You can create multiple schedules or notification targets for the same
view or alert.
Who receives alert emails by default?
Who receives alert emails by default?
Alert recipients are defined in each alert configuration. There is no single
global default list.
What should I do if emails are not received?
What should I do if emails are not received?
Verify recipient addresses, check spam or quarantine rules, and send a new
test from Costory.
Related setup guides
Set Up Slack Integration
Deliver updates to Slack channels and direct conversations.
Set Up Teams Integration
Deliver updates to Microsoft Teams channels.
Cost Reports
Build and schedule recurring reports.
Cloud cost alerts
Configure threshold-based notifications.