Navigation Menu: Reports > Billing

Overview

There are three report sections:

• Billing - a list of each cloud vendor authorized under your StreamOne ION account.
• Customer - reports associated with end customer platform related activities.
• Partner - provides reports for click through on full platform level accounts (used for AWS only).

Figure 1 - Billing Report

The StreamOne Ion Billing Reports are a source of information about the charges and costs associated with cloud products and services. A billing report's purpose is to provide visibility and transparency into the costs of a product or service so that our you understand what is being charged. Billing reports help you track and manage costs, identify trends and patterns in usage, and can aid in analysis for optimizing the cloud services to minimize cost. Users can view and download billing reports, as well as create custom reports and generate billing statements.

Depending on the cloud vendor, the Billing Reports can include columns for seller cost, customer cost, margin, quantity, seat count, and more. Additionally, because the reseller discount has already been configured for you, the Seller Cost represents your cost. The Customer price column may be MSRP or "street pricing" depending on your settings.  A custom pricebooks may be applied.

Figure 2 - Customer Reports

 Figure 3 - Partner Reports

When you double-click a report name, the report automatically populates the most recent month's data and a default set of columns. The steps below will show you how to use the various options to create customized report views that you can save. Each action is self-contained and can be carried out in any order.

Important!  After the billing cycle ends, any changes to pricebooks, support plans, or Global Discounts/uplifts will not be reflected in the previous month's data. This includes reports, dashboards, and bill statements.

Report Options Menu

The Options menu is in the upper-right corner of the Reports menu.  

The Options Menu is divided into three sections:

• Export options
• Invoice option
• Custom report options for adding columns and grouping data. Columns that have been added are based on vendor-related data, tags, and custom fields.

Note: Custom column options may differ depending on the cloud vendor.

Creating a custom report

To create a custom report, follow these steps:

1.  With the report open, click the Options drop-down menu

2.  From the lower section of the menu, use these items to customize your report

Update Report Filters The filter options vary depending on the report.  Filters enable you to include, exclude, or isolate specific data. 1.  In the upper-right corner of a report, click Options 2.  Select Update Report Filters 3.  Select the values from one or more of the available filters. Click outside of a filter to set the selection 4.  Click Apply Filters Manage Report Columns From the list available fields, move columns from the "Available Cloud Account Fields" list to the "Included Cloud Account Fields" list using the Add button. Manage Report Grouping The first column of the report defaults to a list of commonly used fields. Use the Manage report grouping feature to change how information is displayed in the report.  You change the order of the first column of data in the reports by re-organizing the columns. Manage Tag Columns Tags are available for IaaS offerings and are associated with labels attached to assets within the cloud vendor native portal.  The platform captures the cost allocation tags and list them here.   From the list available fields, move columns from the "Available Cloud Account Fields" list to the "Included Cloud Account Fields" list using the Add button. You must now add the fields to your report columns.   1. Select Manage Report Columns 2. Scroll to the bottom of the list of Available fields to find the cloud account fields you added in the above step. 3. Add the fields to the report. 4. Click Update Report

Manage Customer Fields

Customer fields are a list of labels associated with a customer profile.  The fields are based on labels you create under Settings > Cost Management > Custom Fields.

From the list available fields, move columns from the "Available Cloud Account Fields" list to the "Included Cloud Account Fields" list using the Add button.

You must now add the fields to your report columns.  

1. Select Manage Report Columns

2. Scroll to the bottom of the list of Available fields to find the cloud account fields you added in the above step.

3. Add the fields to the report.

4. Click Update Report

Manage Cloud Account Fields

Cloud Account fields are a list of labels associated with a subcription, account, or project. The fields are based on labels you create under Settings > Cost Management > Custom cloud account fields.

From the list available fields, move columns from the "Available Cloud Account Fields" list to the "Included Cloud Account Fields" list using the Add button.

You must now add the fields to your report columns.  

1. Select Manage Report Columns

2. Scroll to the bottom of the list of Available fields to find the cloud account fields you added in the above step.

3. Add the fields to the report.

4. Click Update Report

Click this link to see an overview of billing reports and customization features:  Reports Overview

Export Cloud Billing Reports as CSV

Downloading a.csv file with comma-separated values; CSV reports reflect the currently selected UI columns, date range, and filter settings. The file contains the exact same information as the report.

GO TO REPORTS

1. Select a Billing Customer Report
2. In the upper-left corner of a report, select the Date Range.

    3. In the upper-right corner of a report, click Options.

    4. Select Export as CSV.  The CSV file will be downloaded to your system.  

    5. Important tip: Make sure to save the file in.xlsx format.

Video Tutorial: How To Download AWS and Azure CSP Billing CSV Files from StreamOne Ion with Pivot Table Examples

Export Billing Details of a Cloud Billing Reports

You can download detailed billing reports (referred to as DBR or Recon files) that provide granular hourly data from the platform.  These files, which can be quite large, are exported to CSV format.

Helpful hint: Because these files can be extremely large depending on total usage, they are not recommended for invoicing purposes. *

GO TO REPORTS

1. Select a Billing Customer Report
2. In the upper-right corner of a report, click Options.
3. Select Export Billing Details

Export Billing Details

The Export Billing Details option provides granular detail specific to the selected cloud vendor.  For Microsoft, it is is similar to the RECON file.  For AWS, it is like the legacy DBR (Detailed Billing Report).

When you select this option the following screen displays:

Select the criteria from the available drop-down list and click [Download].

The platform knows where your customer information resides.

• For AWS, if you have customers in multiple management (or payer) accounts, a list of options display
• For Microsoft, the Partner Center ID is automatically selected

The file is downloaded to your system.  Since this file can be large, you will need to Unzip file file, then          open in Excel or an application like Excel.

How to Save Custom Reports

You can create a custom report from a system generated report or from a custom report previously saved.

For a new report starting from a system generated report, once you have your report designed (set your filters, date range, selected columns, and column groupings), complete the following steps:

1. In the upper-right corner, click Save Report
2. Click Create New Report
3. Type a name for your new report
4. Click Save

Notice the Last Updated Column in the report list identifies the user responsible for creating the report.

Your customized report has now been added to the list of available reports.

Overwrite the report with new settings (non-system reports only)

1.  Select a custom report from the list of saved reports 

2.  Update the filters, date range, selected columns, or column groupings.

3.  In the upper-right corner, click Save Report.

4.  Save the settings to overwrite the current report or Create New Report and rename it before clicking Save.

The next time you open this saved report, it will use the new custom configuration.

How to Delete a Custom Report

1.  Navigate to a saved report.

2.  In the upper-right corner, click [Delete Report].

3.  When prompted to confirm the deletion, click [Yes].

Manage report columns and groupings

You can add, remove, and reorder columns.

GO TO REPORTS

1. In the upper-right corner of a report, click [Options].
2. Select [Manage Report Columns].
3. On the left, select a column and click Add.
   This adds the column to the report.
   Note: Columns that are currently selected for grouping data do not appear in this dialog.
4. On the right, select a column and click Remove.
   This deletes the column from the report.
5. Reorder the columns by clicking the up and down arrows.
6. Click Update Report.
   The report repopulates with the selected columns.
   Keep in mind that some columns are automatically added if other columns rely on them. For example, if you add Usage, Usage Type is also added.

Manage groupings

You can regenerate the report with the data grouped differently by adding, removing, or reordering the columns that are used for grouping the data.  Note: Data cannot be grouped by metrics, such as cost.

1. In the upper-right corner of a report, click Options.
2. Select Manage Report Grouping.
3. On the left, select a column and click Add. This groups report data this column.
4. On the right, select a column and click Remove. Report data is no longer grouped by this column.
5. Reorder the report groupings by clicking the up and down arrows.
6. Click Update Report.
   The report repopulates with the selected groupings.
   Note: Non-groupable columns only show values when the row is fully expanded. For example, the Pricebook column is not groupable.

Manage Columns for Tags, Customer Fields and Cloud Accounts Fields

After you configure tags and fields, you can make them available to a report. Then you can add columns to your report based on the tags and fields that are associated with your cloud billing data.

Make the tags and fields available

Before you can add columns that are based on tags and fields, you must make the tags and fields available.

1. In the upper-right corner of a report, click Options.
2. Select one of the following:
   • Manage Tag Columns
   • Manage Customer Fields
   • Manage Cloud Account Fields
3. Note: The left-hand list includes tags or fields that have been added to at least one resource in the cloud provider's application. The right-hand column shows the tags or fields that are available to be included in a report.
4. Click a tag or field name in the left column and click Add to make the tag or field available to be added as a column in the report.
5. Click Update Report.
   You can now add the tag or field column to the report, as described in manage report columns.
   After you add a new tag or field column, you can select it and use it for grouping, just like any other column, as described in manage report grouping. When selected, the data is segmented based on which tag value is associated with the data. Data with no value for a given tag is grouped together.

Customize report date range

By default, system reports show the most recent month's data. You can regenerate the report with a different date range.

GO TO REPORTS

1. Navigate to a report.
2. In the upper-left corner of a report:
   • Select a date range from the dropdown menu.
     • Today
     • Month to date
     • Quarter to date
     • Year to date
     • Last month
     • Last quarter
     • Last year
   • Or select Custom to set a custom date range by entering start and end dates.

The report repopulates with the new date range.

Customize report currencies

You can convert any billing report to another currency, such as Euros, Indian rupees, Australian dollars, and so on. A currency dropdown appears if the account has defined currencies.

GO TO CURRENCIES

To change the currency in which the report data is displayed:

GO TO REPORTS

1. Navigate to a billing report.
2. In the upper-right corner, click the currency dropdown to display all of the available currencies.
3. Select the desired currency.

The report repopulates with the same data, converted to the selected currency.

Modify the default currency (Admin portal only)

By default, the currency is U.S. dollars. You can modify this setting so that the default is another currency. To set the default, go to Settings > Options.

Modify the list of currency options (Admin portal only)

Besides setting the default, you can also control the list of currency options that appear in the dropdown menu. To configure which currencies, appear in the list, go to Settings > Currencies.

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