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[CCA-1071] ccm report schedules docs #31148

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What does this PR do? What is the motivation?

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@github-actions github-actions bot added the Images Images are added/removed with this PR label Aug 18, 2025
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github-actions bot commented Aug 18, 2025

📝 Documentation Team Review Required

This pull request requires approval from the @DataDog/documentation team before it can be merged.

Please ensure your changes follow our documentation guidelines and wait for a team member to review and approve your changes.

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@github-actions github-actions bot added the Architecture Everything related to the Doc backend label Aug 18, 2025
@ashleyyip ashleyyip force-pushed the ashley.yip/scheduled-reports-docs branch from 3f11684 to dbb771e Compare August 18, 2025 19:00
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@rtrieu rtrieu left a comment

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Hi @ashleyyip thanks so much for your PR! I made some suggestions mainly around formatting and to cut some words where possible. I also added an image and replaced a couple of others to blur PII that included real employee names and photos.

In cloud_cost_management/reports/_index.md, can we add the new "Scheduled Reports" page to the Further reading?

Let me know if you have any questions about my feedback!

@ashleyyip ashleyyip force-pushed the ashley.yip/scheduled-reports-docs branch from ff8d78e to 981dcd1 Compare August 19, 2025 18:51
@ashleyyip ashleyyip marked this pull request as ready for review August 19, 2025 19:57
@ashleyyip ashleyyip requested a review from a team as a code owner August 19, 2025 19:57
@ashleyyip ashleyyip changed the title ccm report schedules docs [CCA-1071] ccm report schedules docs Aug 20, 2025
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@vjfridge vjfridge left a comment

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Thanks for doing this Ashley! I left some thoughts!

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[non-blocking] Bit of an optimization, but I'd prefer a screenshot here without any filters/group bys selected. The PDF report does not respect these selections, so it could be misleading, and in general it makes the visual busier, when we want the attention to go to the share menu

Comment on lines 27 to 28
- **Email recipients**: Enter email addresses. Your Datadog account is automatically added, but you can remove it by hovering over it and clicking the trash icon.
{{< img src="dashboards/scheduled_reports/add_email_recipients.png" alt="The configuration modal for editing scheduled report variables." style="width:80%;" >}}
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[non-blocking, feel free to ignore if you disagree] It might be nice to include the note we have in the dashboards public docs:

Note: Enterprise and Pro accounts can send reports to recipients outside of their organizations.

It flags to users concerned about security that this can be used to send outside of the org. If I re-wrote that line, I might also include that orgs can control which email domains can receive reports by configuring their domain allowlist

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Added:

Note: Enterprise and Pro accounts can send reports to recipients outside of their organizations. You can control which email domains are able to receive reports by configuring your [domain allowlist][4].

| Create/modify your schedules | Cloud Cost Report Schedules Write |
| Modify others' schedules | Cloud Cost Report Schedules Manage |

After a report is created, you can subscribe, unsubscribe, edit schedules, and delete reports (assuming you have the appropriate permissions). If you do not have **Cloud Cost Report Schedules Write** or **Cloud Cost Report Schedules Manage** permissions, you can still unsubscribe directly from the email.
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If you do not have Cloud Cost Report Schedules Write or Cloud Cost Report Schedules Manage permissions, you can still unsubscribe directly from the email.

Not sure this last line is worth bringing up since there's some nuance here.

This^ sentence is only true if the recipient is also a datadog user. If you send the report to a group email like [email protected] or to an external recipient like [email protected], there is no unsubscribe link, the user will have to reach out to the report schedule owner to unsubscribe. That's because we got too many customer complaints that for a group email address, one person would unsub & then the entire group would be unsubed. We cannot tell on our side the difference between a group email & individual emails that aren't datadog users, so they all get no unsubscribe link.

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hmmm i stole it from https://docs.datadoghq.com/logs/reports/ but I see what you mean, I can delete it!

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@vjfridge @ashleyyip i think perhaps it would actually be helpful for users to explain this behavior. thoughts?

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After a report is created, you can subscribe, unsubscribe, edit schedules, and delete reports (assuming you have the appropriate permissions). If you do not have **Cloud Cost Report Schedules Write** or **Cloud Cost Report Schedules Manage** permissions, you can still unsubscribe directly from the email.
After a report is created, you can subscribe, unsubscribe, edit schedules, and delete reports (assuming you have the appropriate permissions).
**Note:** Only Datadog users can unsubscribe directly from the email. External recipients (including group email addresses) must contact the report schedule owner to unsubscribe, as Datadog cannot distinguish between group emails and individual external emails.

@rtrieu rtrieu requested a review from vjfridge August 20, 2025 21:28
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3 participants