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5 changes: 5 additions & 0 deletions config/_default/menus/main.en.yaml
Original file line number Diff line number Diff line change
Expand Up @@ -3668,6 +3668,11 @@ menu:
parent: cloud_cost
identifier: cloud_cost_reports
weight: 9
- name: Scheduled Cost Reports
url: /cloud_cost_management/reports/scheduled_reports
parent: cloud_cost_reports
identifier: cloud_cost_scheduled_reports
weight: 901
- name: Recommendations
url: cloud_cost_management/recommendations
parent: cloud_cost
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5 changes: 5 additions & 0 deletions content/.gitignore
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@@ -1,4 +1,9 @@

# This file lists compiled Cdocs files to keep them out of version control. For more information, see the internal Cdocs documentation: https://datadoghq.atlassian.net/wiki/spaces/docs4docs/pages/4898063037/Cdocs+Build

# For the list of files to ignore in the documentation repo, see the version in the root of the documentation repository: https://github.com/DataDog/documentation/blob/master/.gitignore


/en/product_analytics/session_replay/mobile/setup_and_configuration.md
/en/real_user_monitoring/guide/proxy-mobile-rum-data.md
/en/real_user_monitoring/guide/proxy-rum-data.md
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Expand Up @@ -3,6 +3,9 @@ title: Reports
private: true
description: Track your organization spending with Cloud Cost Management Reports.
further_reading:
- link: "/cloud_cost_management/reports/scheduled_reports"
tag: "Documentation"
text: "Scheduled Cost Reports"
- link: "/cloud_cost_management/"
tag: "Documentation"
text: "Learn about Cloud Cost Management"
Expand Down Expand Up @@ -84,6 +87,10 @@ Use filters to include only the specific costs you want to allocate, such as by
1. Share the report by copying the URL or exporting the view to CSV or PNG.
1. Search for saved reports as needed.

## Further reading

{{< partial name="whats-next/whats-next.html" >}}

[1]: /cloud_cost_management/aws/
[2]: /cloud_cost_management/azure/?tab=billingaccounts
[3]: /cloud_cost_management/google_cloud/
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62 changes: 62 additions & 0 deletions content/en/cloud_cost_management/reports/scheduled_reports.md
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@@ -0,0 +1,62 @@
---
title: Scheduled Cost Reports
further_reading:
- link: "/cloud_cost_management/"
tag: "Documentation"
text: "Learn about Cloud Cost Management"
- link: "/dashboards/sharing/scheduled_reports"
tag: "Documentation"
text: "Learn about scheduled dashboard reports"
---

## Overview
Scheduled Cloud Cost (CCM) Reports let you automatically receive recurring cost reports through email or Slack. This feature supports finance, engineering, and executive stakeholders by delivering periodic snapshots of cost metrics, without needing to log into the Datadog platform. Reports are sent as PDFs to your chosen Slack channels or email addresses.

{{< img src="cloud_cost/cost_reports/cloud-cost-scheduled-report.png" alt="Schedule Cost Report." style="width:100%;" >}}

## Schedule a cost report
1. Go to [**Cloud Cost > Analyze > Reports**][1] in Datadog.
2. [Create a report][1] or select an existing report.
3. Click **Share**, then **Schedule Report**.
{{< img src="cloud_cost/cost_reports/share_scheduled_report.png" alt="Click the Share button and Schedule Report on an individual report page." style="width:90%;" >}}

4. In the configuration modal that opens:
- Set your schedule (when and how often the report should be sent)
- Enter a title for your schedule
5. Add recipients:
- **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:90%;" >}}
- **Slack recipients**: Select your Slack workspace and channel from the dropdowns. If no workspaces appear, make sure you have the Datadog [Slack Integration][2] installed. All public channels within the Slack workspace are listed automatically. For private channels, invite the Datadog Slack bot first. You can test the connection by clicking **Send Test Message**.
{{< img src="dashboards/scheduled_reports/add_slack_recipients.png" alt="The configuration modal for editing scheduled report Slack recipients." style="width:90%;" >}}

## Managing reports
A single report can have multiple schedules with different settings, allowing you to inform different stakeholder groups interested in the same cost data. To view existing schedules, click **Share** and select **Manage Schedules**.

From the configuration modal that opens, you can:
- Pause existing schedules
- Create new schedules
- Edit schedule details
- Delete schedules

{{< img src="cloud_cost/cost_reports/manage-cost-report-schedules-2.png" alt="Manage a Cost Report's Schedule." style="width:90%;" >}}

To see all report schedules across your organization, navigate to [**Cloud Cost > Analyze > Reports**][1] and click the **Report Schedules** tab. Use the "My schedules" toggle to switch between your personal schedules and all organization schedules.

{{< img src="cloud_cost/cost_reports/cost-report-schedules-view-2.png" alt="View all Cost Report Schedules." style="width:100%;" >}}

## Permissions
| Action | Required Permission |
|--------|----------|
| View schedules | Cloud Cost Report Schedules Write OR Cloud Cost Report Schedules Manage |
| 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?

Suggested change
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.


## Further reading

{{< partial name="whats-next/whats-next.html" >}}

[1]: /cloud_cost_management/reports
[2]: https://app.datadoghq.com/cost/analyze/reports
[3]: /integrations/slack/?tab=datadogforslack
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