Access: Finance Reports and Reporting Settings are available to account owners only. Team members with other roles do not see the Finance Reports link in the sidebar or the “View Finance Reports” button on the main dashboard.
Navigate to Sidebar → Finance Reports or click View Finance Reports from the main dashboard.
Spend Summary
Four KPI cards that show spend against your configured budget thresholds:| Card | Period | Comparison |
|---|---|---|
| Year to Date | Jan 1 → today | Traffic light vs yearly budget |
| Month to Date | 1st of month → today | % vs same day last month + traffic light vs monthly budget |
| This Week | Sat 00:00 → now | % vs same point last week + traffic light vs weekly budget |
| Projected Annual | Annualised from YTD run-rate | ± vs yearly budget (if set) |
- Green — below 80 % of budget
- Yellow — 80–99 % of budget
- Red — at or over budget
All period boundaries are calculated in your org’s reporting timezone. Configure this in Settings → Profile → Reporting Timezone.
Usage Summary
Four KPI cards that show request and token volume alongside spend, so you can distinguish a cost increase driven by more usage vs more expensive requests:| Card | Value | Comparison |
|---|---|---|
| This Week — Requests | Requests this week so far | % vs last week’s full total |
| This Week — Tokens | Tokens this week so far | % vs last week’s full total |
| This Month — Requests | Requests this month so far | % vs last month’s full total |
| This Month — Tokens | Tokens this month so far | % vs last month’s full total |
89.2M, 1.4B etc. for readability.
Budget Plan
A read-only view of your budget thresholds (Yearly, Monthly, Weekly) pulled directly from Alert Settings. Click Edit Budget Plan to update them in Alert Settings.Budget thresholds power the traffic lights on the Spend Summary cards. If no budget is set for a period, the traffic light badge is hidden.
Smart Routing Savings
Shows the savings generated by Cloudidr’s model routing for the current and previous month, plus all-time. See LLM Cost Optimizer for details.12-Month Spend Chart
A month-by-month bar chart of LLM spend for the past 12 months. The current (partial) month bar is shown in a lighter shade. Toggle between Spend, Requests, and Tokens views using the buttons above the chart.Spend Tables
Five ranked tables filtered by the period selector at the top (Current Week, Last Week, Current Month, Last Month, Last 90 Days, Year to Date). Default is Current Week.| Table | Groups by | Rows |
|---|---|---|
| Top 10 Departments | department tag on API requests | 10 |
| Top 10 Projects | team tag on API requests | 10 |
| Top 10 Agents | agent tag on API requests | 10 |
| Top 5 Models | Model name | 5 |
| Top 5 Providers | Provider (Anthropic, OpenAI, Google …) | 5 |
Disclaimer: Spend figures are estimates based on published list prices. Provider discounts, marketplace credits, and rounding may cause differences from your actual invoice.
Email Weekly Finance Summaries
Navigate to Settings → Reporting (visible to account owners only).Weekly Executive Emails
Enable a weekly HTML email sent every Monday at 08:00 UTC to a configurable list of recipients. To configure:- Toggle Enable Weekly Executive Emails to on.
- Add recipient email addresses (one per line or comma-separated).
- Click Save.
What the email contains
Each email covers the previous full week (Saturday 00:00 → Friday 23:59) in your org’s reporting timezone and includes:| Section | Details |
|---|---|
| This Week Spend | Total spend with week-over-week % change and request count |
| Month to Date vs Budget | MTD spend against your monthly budget with traffic light |
| Year to Date vs Yearly Budget | YTD spend against your yearly budget with traffic light |
| Projected Annual Spend | Annualised YTD run-rate, shown ± vs yearly budget |
| Usage Summary | Requests and tokens for the week with WoW % change vs last week’s full total |
| Week-over-Week Movements | Bulleted list of departments and projects with ↑/↓ changes ≥ 10% vs the prior week, sorted by largest absolute change |
| Top 3 Departments | Highest-spend departments for the week with spend and request count |
| Top 3 Projects | Highest-spend projects (team tag) for the week with spend and request count |