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Working with the default pages

Cloud Cruiser includes several default pages, each populated with charts and reports. These pages appear in your view if your Cloud Cruiser administrator has added them to the view assigned to your user group.

While these might appear in your view, the contents of each page might be different if a Cloud Cruiser administrator has made modifications to the page.

For more information about working with the charts and reports on these pages, see Working with charts and reports.

Summary page

The Summary page provides a summary view of cost data. Use the Period fields to change the range of data displayed on the page. Use the Filters field to change the type of data displayed on the page.

SummaryPage.png

The Summary page includes the following charts and report. For more information, see Working with charts and reports.

  • A Top 5 Service Categories donut chart showing the top 5 services with the highest cost.
  • A Total Cost chart showing the cost of your cloud over time.
  • An Insights Summary providing a summary of the ways Cloud Cruiser has identified for you to improve the cost and efficiency of your cloud. For example, you can be alerted when the cost for a department increases suddenly, or when you are paying for a VM no one is using.
  • A Provider Trend combo chart, which shows the daily total cost of services from each provider in your cloud, over time. The bar for each day shows the relative cost for each of those services.
  • A Service Drilldown report that shows details about usage and cost for different services in your organization.
Video example

The following video shows you how to use the Summary page of the Default View to see your cloud’s usage and cost:

Reports page

The Reports page enables you to display and filter all of the reports you have permission to see.

  • Use the Report field to choose a report to display.
  • The Period fields identify the range of data displayed in the report. You can select a pre-defined range or use the date fields to enter a custom range. If the report creator specified a date range when creating the report, that range appears in the Period fields when you first open the report.
  • Use the Filters field to change the type of data displayed in the report.

ReportsPage.png

If new data is available since you opened a report, click the Refresh icon reportRefresh_icon.png to update the table with the latest information.

If you have the Manage Personal Reports permission, click the Create New Report icon () to create a new report. For more information about creating reports, see Reports.

If you no longer need a report in your view, click the gear icon (), and then select Delete.

In column headers (other than in the Group column), click the triangle to reveal the following display options:

  • Group: Moves the column and its data to the Group column. If groups already exist, the moved column is added as a subgroup of every group already there. The report will revert to its original column formatting when you refresh your browser. If you want to retain your column grouping, save the report.
  • Pin column: If a report has many columns, you might need to scroll horizontally to see some columns. Pinning a column prevents the column from scrolling off the screen when you scroll horizontally.
  • Sort descending/ascending: Sorts the results in ascending and descending order. Cloud Cruiser maintains the selected sort order for reports and for distributed reports. For example, when you sort data in a report, the sort order is saved in your browser's local storage. This includes the Reports page, the Report widget, and the report authoring interface. If you distribute this report, the report maintains the sort order saved by the report author. 

Editing a report

If you have the correct permission, you can edit the content and format of reports. For example, you might want to add a new column.

  • If you have the Manage Personal Reports permission you can edit your reports.
  • If you have the Managed Shared Reports permission you can edit reports shared with multiple users. If you edit a shared report, that report is changed for all users with permission to see that report.

To open a report for editing, click the gear icon (reportGear_icon.png) and then select Edit. For detailed information about editing reports, see Reports.

Saving a report

If you have changed the display of a report, and you know you will need to use that configuration in the future, save those changes as a new report. Reports saved in this way are available only to you.

To save a report

  1. Use the Time Period and Filters fields to adjust the data you want displayed for the selected report.
    For example, if you want to show data in the Account Product Charges report only for the last 7 days, in the Time Period drop-down box select Last 7 Days.
  2. Click the Save icon reportSave_icon.png.
    The Name New Report dialog box appears.
  3. Enter a Report Name.
    For example, enter Account Product Charges (Last 7 Days).
  4. Click Save.
    The new report is available in the Report field.

Exporting a report

If your administrator has given you the Export Analytics Content permission, you can export a report to create a local copy.

When you export a pivoted field to PDF, the exported report appears as it does in Cloud Cruiser. When you export a pivoted field to CSV, the report is not pivoted, because more granular data is better as an input for a billing system or other software application, which is the likely consumer of a report exported to CSV.

To export a report

  1. Select the report you want to export.
  2. Click the Export icon reportExport_icon.png, and then select a file format.
    Cloud Cruiser adds the file to your browser's download directory.

Video examples

The following video provides an overview of the Reports page in your view, and helps you understand how to open and filter reports:

The following video shows you how to save a personal version of a report and how to export report data:

The following video shows you how to create and edit personal reports, enabling you to see your cloud usage and cost information. You must have the Manage Personal Reports capability to do this.

Budgets page

The Budgets page enables you to define one or more budgets, and tracks your cloud spending against those budgets. Your view shows budgets you created, which are visible only to you, and budgets that others have shared with you.

An arrow on the budget line indicates today's date in relation to the time span of the budget. Each budget line is either green, orange, or red, depending on whether you are within your budget, projected to be over your budget, or already over your budget.

Budgets Default View

The Budgets page in your view begins with budgets for your most expensive service categories. You can edit these budgets, and create new budgets that suit your needs. Your budgets are available only in your view.

You cannot edit a budget that has been shared with you, but you can view all of its details. Click the view budgets details icon to see the charts and tables that show target and actual values over time.

Note that if you are an admin and have the Manage Shared Budgets capability (see Permissions) you can create budgets that can be shared with others.

To create a budget

  1. On the Budget page, click Add New.
    The Budget Editor dialog box appears.
  2. In the Budget Configuration section, choose the interval and date range. For example, you can create a quarterly budget for the current fiscal year, or create a monthly budget for a project that ends four months from now.
  3. In the Interval field, set the monthly, quarterly, or yearly interval you want to track
    In the Budget Starts and Budget Ends fields set the first and last periods covered by the budget, which might be months, quarters, or years as set in the Interval.
  4. In the Budget Configuration section, choose whether this budget will have a single overall target or targets for each value of a particular field in your data. For example, if you are creating a budget for your own department, a single target is all you need, and the Budget Targets table displays a single row.
    However, if you are creating a budget to cover each department in your division, choose to target Per Field Value by your department field. This gives you a row in the Budget Targets table for each value in that field so that you can set a target for each department. As Cloud Cruiser continues to collect usage data, if usage comes in for a new department that new name is added to this table. If you chose Per Field Value in Targets, you can choose a particular field in your data to track.
  5. In the Filters section, you can filter the data that is considered by the budget to create a budget focused on a specific piece of your cost. Filters are important for a single-target budget so you can filter the data to that department.
    1. Click Add New Filter.
    2. In the Filter Manager, click Filter Field to open up a list of fields to choose from. Choose a field on which to filter.
    3. Click Operator to choose how you want to filter the data field.
    4. Click Selected Values to choose which values in your data you want to filter upon.
    5. Click Save.
  6. In the Budget Targets table, double click the data cells in the Targets column to enter your target cost values. They can vary from one period to the next.
    The Budget Targets table shows your budget data. For current and past periods, Cloud Cruiser shows your actual cost and the difference between the two. In the Difference column, a red value in parentheses indicates a period where you are over budget.
    The Actuals vs. Targets charts show you the same information visually that is in the table. For a budget with targets per field value you get a breakdown of the current period by target, and you can choose which of those targets to view in the historical chart, including the total of them as an overall budget.
  7. Click the save icon. In the Save Budget dialog:
    1. Name your budget and type a description.
    2. In the Send email notification at threshold(s) field, select thresholds that generate an email to you when reached. For example, if you select a threshold of 90%, and your monthly budget is $30,000, Cloud Cruiser notifies you by email when the cost for any month reaches $27,000.
    3. In the Send email notifications if budget is projected to exceed target field, you also can specify notifications when your cost is projected to exceed a budget target. As long as your cost remains projected to exceed the target during the period, Cloud Cruiser continues to send notifications either daily or weekly to help you adjust your consumption to meet the target.
    4. Click Save.

When your budget is complete, you can export it to CSV to work with the target, actual, and difference amounts in another application.

Video example

The following video shows you how to set and monitor budgets in your view:

Forecasting page

The Forecasting page enables you to project the future of your cloud based on historical data. You can use these forecasts to plan how you want to manage your cloud, and to plan future budgets. The graph displays historical data in solid bars, current data in striped bars, and forecasted data in empty bars. Mouse over any bar to see details for the data it represents. A table under the graph shows detailed information for each item being forecast.

To forecast data

  1. In the Base Forecast On field, select the amount of historical data you want used to make the forecast.
  2. In the Forecast Period field, select the number months into the future you want the forecast to extend.
  3. In the Value field, select the numeric field you want used for the forecast.
  4. In the Group By field, select the field you want forecasted.
  5. If you want to hide historical data in the display, uncheck the Show Actuals option.
  6. If you want to see detailed information about the forecast, click the Expand Details icon ().
  7. If you want to export the details of your forecast, click the Export icon ().
Video example

The following video shows you how to use forecasts to project the future of your cloud based on historical data:

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