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The CloudCheckr Success Center lets you dig deeper into the subjects that affect your cloud business the most. Click a category to drill into our self-paced content and get the answers you need.

Get Started
- - CloudCheckr CMx
    Discover our new platform, CloudCheckr CMx, which includes a sleek, modern user interface, intuitive API, robust cost data ingestion pipeline, and overall performance and scalability improvements.
    - Introduction
      
      Get Started with CloudCheckr CMx
      
      CloudCheckr CMx Frequently Asked Questions
      
      Configuration
      
      Email Settings in CloudCheckr CMx
      
      Customize Your App in CloudCheckr CMx
      
      Configure a Google Cloud Account in CloudCheckr CMx
      
      Configure a CSP Account in CloudCheckr CMx
      
      Modify an AWS Account in CloudCheckr CMx
      
      Modify an Azure Account in CloudCheckr CMx
      
      Modify a Google Cloud Account in CloudCheckr CMx
      
      Get Started with AWS Control Tower
      
      Access Management
      
      Access Management in CloudCheckr CMx
      
      Users in CloudCheckr CMx
      
      Roles in CloudCheckr CMx
      
      Permission Sets and Permissions in CloudCheckr CMx
      
      Clients in CloudCheckr CMx
      
      Reports
      
      CloudCheckr CMx Cost Reports
      
      Summary Report in CloudCheckr CMx
      
      Pivot Explorer Report in CloudCheckr CMx
      
      Cost Dashboards in CloudCheckr CMx
      
      Service Categories in CloudCheckr CMx
      
      Leverage Savings Plan Data in Cost Reports
      
      Finding My Reports in CloudCheckr CMx
      
      Single Sign-On
      
      Overview of Single Sign-On in CloudCheckr CMx
      
      Configure IdP-Initiated Single Sign-On in CloudCheckr CMx
      
      Configure SP-Initiated Single Sign-On in CloudCheckr CMx
      
      Configure Single Sign-On in AWS for CloudCheckr CMx
      
      Configure Single Sign-On in Azure Active Directory for CloudCheckr CMx
      
      Configure Single Sign-On in Google for CloudCheckr CMx
      
      Configure Single Sign-On in Okta for CloudCheckr CMx
      
      Configure Single Sign-On in OneLogin for CloudCheckr CMx
      
      Configure Single Sign-On in PingOne for CloudCheckr CMx
  - CloudCheckr
    - AWS
      
      Onboard Your AWS Account Using the Cost and Usage Report
      
      Onboard Your AWS Account Using the Detailed Billing Report
      
      Create an Account in CloudCheckr
      
      Create Least Privilege Policies
      
      Create a Cross-Account Role Manually
      
      Create a Cross-Account Role Using CloudFormation
      
      Enable Tags for Cost Reports
      
      Enable Detailed Billing Reports
      
      Configure the Cost and Usage Report in AWS
      
      Configure the Cost and Usage Report in CloudCheckr
      
      Create AWS Credentials Using IAM Access Keys
      
      Create an IAM User Group
      
      Create an IAM User
      
      Configure a GovCloud Account Using IAM Access Keys
      
      Enable Payee List Cost
      
      CSV Account Upload
      
      Set Up Reseller Links for AWS in CloudCheckr
      
      Azure
      
      Onboard Your Azure Accounts
      
      Configure a CSP Account in CloudCheckr
      
      Configure an EA Account
      
      Configure an Active Directory or O365 Account
      
      Configure a Subscription Account in Azure
      
      Customize Your CloudCheckr Environment
      
      View Billing Data for a Single Subscription
      
      Edit Billing Configuration: Pay-as-You-Go Subscriptions
      
      Set Up Reseller Links for Azure in CloudCheckr
      
      Enable Permissions for Azure Cache for Redis (Redis Cache)
      
      Enable Permissions for Web App Backup Data
      
      Enable Permissions for Storage Accounts
      
      Configuration
      
      Create and Configure Your Google Cloud Account in CloudCheckr
      
      Customize Your App in CloudCheckr
      
      Configure Notifications in CloudCheckr
      
      Create Multi-Account Views in CloudCheckr
      
      Create a User Group in CloudCheckr
      
      Configure Your CloudCheckr Reports
      
      Single Sign-On
      
      Overview of Single Sign-On in CloudCheckr
      
      Configure IdP-Initiated Single Sign-On in CloudCheckr
      
      Configure SP-Initiated Single Sign-On in CloudCheckr
      
      Configure Single Sign-On for AWS in CloudCheckr
      
      Configure Single Sign-On for Azure Active Directory in CloudCheckr
      
      Configure Single Sign-On for Google in CloudCheckr
      
      Configure Single Sign-On for Okta in CloudCheckr
      
      Configure Single Sign-On for OneLogin in CloudCheckr
      
      Configure Single Sign-On for PingOne in CloudCheckr
  - Integrations
    - Integration Configurations
      
      Integration Configurations – Understanding Your Options
      
      Integrate with Amazon SNS
      
      Integrate with Jira
      
      Integrate with PagerDuty
      
      Integrate with ServiceNow
      
      Integrate with Slack
      
      Integrate with Syslog
      
      CloudCheckr Metrics in AppDynamics
      
      Extension for AppDynamics
      
      IP Requests
      
      New Relic Plugin
      
      Datadog Integration with CloudCheckr CMx
  - Education and Certification
    - CloudCheckr Education and Certification
      
      CloudCheckr Labs
      
      Resources
      
      Glossary

Cost and Billing
- - Alerts
    - Cost Alerts
      
      Azure Cost Alerts
      
      Configure a Microsoft Azure Cost Alert
      
      Configure a Microsoft Azure Cost (Percent) Alert
      
      Configure a Microsoft Azure Enterprise Agreement Overage Cost Alert
  - AWS
    - Generate Invoices
      
      Payee Support Charges
      
      Reprocess Billing Reports
      
      Account Families
      
      Copy Billing Data (Account Families)
      
      Copy Billing Data (Payees)
      
      Proportional Payee Amortization
      
      Analyzing Your Reserved Instance Purchases
      
      Analyzing Your AWS Marketplace Charges
      
      AWS Marketplace Product Name Tag Key
      
      Partner Sys Admin Main Features
      
      Create Custom Memos
      
      Custom Usage Rate
      
      Custom Usage Hourly Rate
      
      Manage AWS Credits in CloudCheckr
      
      Assign Credits
  - Azure
    - Generate Invoices in Azure
      
      Reload a Usage Report in Azure
      
      Custom Billing Charges in Azure
      
      What Is a Subscription Family?
      
      Create a Subscription Family in CloudCheckr
      
      Configure a Subscription Family in CloudCheckr
      
      Custom Credit Memos in Azure
      
      Custom Usage Rates in Azure
      
      Configure Reserved Instances in Azure
  - Custom Billing
    - Custom Billing Charges
      
      Add a Percent Discount or Premium for All Custom Billing Charges
      
      Add a Monthly Percent Custom Billing Charge or Credit
      
      Add a Fixed Custom Billing Charge or Credit
      
      Add a Per Usage Hour Custom Billing Charge or Credit
      
      Add a Per Virtual Machine Custom Billing Charge or Credit
  - Custom Cost
    - Configure Custom Costs in AWS
      
      Configure Custom Cost in Azure
      
      Standard Reserved Instance Amortization
      
      Custom Fee Based on On Demand Cost
      
      CloudCheckr List Cost
      
      AWS Savings Plans
      
      RI Consuming Account Based Allocation
  - Tagging
    - Tagging
      
      Search Tags
      
      Lookup Resources
      
      Tagging Rules
      
      Improperly Tagged Resources
      
      Tag Mapping
      
      Cost Allocator

Security
- - Alerts
    - Configuring AWS Config Alerts
      
      Azure Alerts
      
      CloudTrail Alerts
      
      Sending CloudTrail Alerts to Lambda Functions
      
      How To Set Up Resource Alerts in CloudCheckr
      
      CloudCheckr Alerts
  - AWS Config
    - AWS Config Reports
      
      Enabling AWS Config Reports
      
      Setting Up Aggregate AWS Config Collection in CloudCheckr
  - AWS CloudTrail
    - CloudTrail Reports
      
      Enabling CloudTrail Reports
      
      Configure CloudTrail in AWS
      
      Aggregate CloudTrail Collection in CloudCheckr

Reports
- - Automation
    Streamline your deployment and maintenance tasks with our toolset
    - Automation
      
      Copy Tags to Volumes
      
      Copy Tags to Volumes: Configure Automation
      
      Copy Tags to Volumes: EC2 Tags
      
      Copy Tags to Volumes: Ignore List
      
      Copy Tags to Volumes: Show History
  - Best Practices
    - AWS Best Practice Report
      
      Configure Best Practices Check Notifications
      
      Customize Service Limits Best Practice Checks
      
      Custom Best Practices
  - Compliance
    - Total Compliance
      
      Total Compliance Standards and Regulations
      
      CIS Benchmark
  - Cost/Billing
    - AWS Advanced Grouping Report
      
      Consolidated Account Reserved Instance Management
      
      List Cost Analysis
      
      Saving Showback Report
      
      Single Day Billing Summary Report
      
      Consolidated Billing Report
      
      Single Month Billing Summary Report
      
      Profit Analysis
      
      Reserved Instance Management
      
      Summarization
      
      Spend Analysis
      
      Historical Monthly Summary Report
      
      Reserved Instances and EC2 Instance Size Flexibility
      
      Billing Cost Changes Reports
      
      Cost View Report
      
      Cost Savings
  - Inventory/Resources
    Review how you are using your cloud resources with our historical and trend reports
    - Inventory Reporting
      
      Tagged/Untagged Resource Reporting
      
      Custom Reports
      
      EC2 Reserved Instance Summary Report
      
      IAM Summary Report
      
      Trending
      
      Inventory Trending Reports: EC2 Instances
      
      List of IAM Users Report
      
      RDS Reserved Instance Reports
      
      Using CloudCheckr to See What Is Running in S3
      
      Get Started with the Well-Architected Workloads Report
  - Security
    - VPC
      
      VPC Reports
      
      VPC Flow Logs – Summary
      
      VPC Flow Logs – Events
      
      VPC Flow Logs – Setup
      
      VPC Flow Logs – Connections
      
      Change Monitoring
      
      Security Groups
  - Utilization
    - AWS Utilization
      
      The EC2 Instance Right Sizing Report
      
      Right-Sizing – How to Configure User Groups and Workflows
      
      How to Set Up a CloudWatch Agent
      
      Access and Leverage Memory Metrics for Azure

Products
- - CloudCheckr CMx
    - User Interface
      
      Home Page
      
      Home Page in CloudCheckr CMx
      
      Header Bar in CloudCheckr CMx
      
      Left Navigation Pane in CloudCheckr CMx
      
      How To Dock/Undock CloudCheckr CMx Content
      
      Account Switcher in CloudCheckr CMx
      
      Settings Menu in CloudCheckr CMx
      
      Account Hierarchy
      
      Account Hierarchy Page in CloudCheckr CMx
      
      Customers in CloudCheckr CMx
      
      Accounts in CloudCheckr CMx
      
      Multi-Account Views in CloudCheckr CMx
      
      Attributes in CloudCheckr CMx
  - CloudCheckr
    - FAQs
      
      AWS: General
      
      AWS: Assigned Credits
      
      AWS: Cost and Billing
      
      AWS: Monthly Rollover
      
      AWS: Onboarding
      
      AWS: Transition from DBR to CUR
      
      Azure: General
      
      Azure: Azure Plan (CSP)
      
      CloudCheckr: General
      
      AWS: L2 CUR Functionality
      
      User Interface
      
      Bookmarks
      
      Create and Modify Custom Dashboards in CloudCheckr
      
      Edit Account Name in CloudCheckr
      
      User Management
      
      User Management in CloudCheckr
      
      Create a User in CloudCheckr
      
      Edit a User in CloudCheckr
      
      Configure What Costs Are Visible to a User
      
      User Groups
      
      Use the Access Control List
      
      Select Account Types to Assign to a Group
      
      Edit a User Group
      
      Clone a User Group
      
      Remove a User Group
  - CMx Federal
    Learn about CMx Federal—a configuration designed for any organization that must adhere FedRAMP™ protocols.
    - CMx Federal
  - CMx High Security
    Learn about CMx High Security—a configuration that contains rigorous high security and data protection measures for regulated industries.
    - CMx High Security
  - Finance Manager
    Get a complete picture of IT costs across your organization's hybrid cloud infrastructure
    - Welcome
      Learn about our solution for hybrid workflows
      
      Finance Manager: Frequently Asked Questions
      
      Finance Manager Specification Sheet
      
      Introduction
      Review the steps to a successful deployment
      
      Introduction to Finance Manager
      
      Getting Started
      Learn about installation and basic concepts
      
      Installation
      Identifies the system requirements
      
      How to Install CloudCheckr FinanceManager
      
      Install CloudCheckr FinanceManager in On-Premise Data Center
      
      Deploy CloudCheckr FinanceManager from the Azure Marketplace
      
      Concepts
      References articles that reinforce basic concepts
      
      CloudCheckr FinanceManager Concepts
      
      CloudCheckr FinanceManager: Datadate
      
      CloudCheckr FinanceManager: Datasets
      
      CloudCheckr FinanceManager: Program Directory
      
      CloudCheckr FinanceManager: Home Directory
      
      CloudCheckr FinanceManager: RDFs
      
      CloudCheckr FinanceManager: Services
      
      Tutorials
      Provides instructions on product functionality
      
      CloudCheckr FinanceManager: Azure Stack
      
      Reports
      Review reports and their configuration
      
      Introduction to Reports in CloudCheckr FinanceManager
      
      Accounts Report in CloudCheckr FinanceManager
      
      Services Report in CloudCheckr FinanceManager
      
      Summary Report in CloudCheckr FinanceManager
      
      Services
      View and change the services in your deployment
      
      Services Page in CloudCheckr FinanceManager
      
      Rates Page in CloudCheckr FinanceManager
      
      Adjustment Policies in CloudCheckr FinanceManager
      
      Data Pipelines
      Learn how to manage your USE scripts
      
      Extract
      Get introduced to the Extract feature
      
      Introduction
      Discusses the basic ideas that support Extact
      
      Extraction in CloudCheckr FinanceManager
      
      Configure Extractors in CloudCheckr FinanceManager
      
      Integration Templates in CloudCheckr FinanceManager
      
      Script Basics in CloudCheckr FinanceManager
      
      Parslets in CloudCheckr FinanceManager
      
      Language
      Learn about the USE script statements
      
      Language for Extract Statements in CloudCheckr FinanceManager
      
      CloudCheckr FinanceManager Extract Statement: aws_sign_string
      
      CloudCheckr FinanceManager Extract Statement: basename
      
      CloudCheckr FinanceManager Extract Statement: buffer
      
      CloudCheckr FinanceManager Extract Statement: clear
      
      CloudCheckr FinanceManager Extract Statement: csv
      
      CloudCheckr FinanceManager Extract Statement: discard
      
      CloudCheckr FinanceManager Extract Statement: encode
      
      CloudCheckr FinanceManager Extract Statement: encrypt
      
      CloudCheckr FinanceManager Extract Statement: escape
      
      CloudCheckr FinanceManager Extract Statement: exit_loop
      
      CloudCheckr FinanceManager Extract Statement: foreach
      
      CloudCheckr FinanceManager Extract Statement: get_last_day_of
      
      CloudCheckr FinanceManager Extract Statement: gosub
      
      CloudCheckr FinanceManager Extract Statement: hash
      
      CloudCheckr FinanceManager Extract Statement: http
      
      CloudCheckr FinanceManager Extract Statement: if
      
      CloudCheckr FinanceManager Extract Statement: json
      
      CloudCheckr FinanceManager Extract Statement: loglevel
      
      CloudCheckr FinanceManager Extract Statement: loop
      
      CloudCheckr FinanceManager Extract Statement: match
      
      CloudCheckr FinanceManager Extract Statement: pause
      
      CloudCheckr FinanceManager Extract Statement: print
      
      CloudCheckr FinanceManager Extract Statement: return
      
      CloudCheckr FinanceManager Extract Statement: save
      
      CloudCheckr FinanceManager Extract Statement: set
      
      CloudCheckr FinanceManager Extract Statement: subroutine
      
      CloudCheckr FinanceManager Extract Statement: terminate
      
      CloudCheckr FinanceManager Extract Statement: unzip
      
      CloudCheckr FinanceManager Extract Statement: uri
      
      CloudCheckr FinanceManager Extract Statement: var
      
      Transform
      
      Introduction
      
      Transform (Transcript) in CloudCheckr FinanceManager
      
      Configure Transformers in CloudCheckr FinanceManager
      
      Language
      
      Language for Transform Statements in CloudCheckr FinanceManager
      
      CloudCheckr FinanceManager Transform Statement: aggregate
      
      CloudCheckr FinanceManager Transform Statement: append
      
      CloudCheckr FinanceManager Transform Statement: calculate
      
      CloudCheckr FinanceManager Transform Statement: capitalize
      
      CloudCheckr FinanceManager Transform Statement: convert
      
      CloudCheckr FinanceManager Transform Statement: copy
      
      CloudCheckr FinanceManager Transform Statement: correlate
      
      CloudCheckr FinanceManager Transform Statement: create
      
      CloudCheckr FinanceManager Transform Statement: csv
      
      CloudCheckr FinanceManager Transform Statement: default
      
      CloudCheckr FinanceManager Transform Statement: delete
      
      CloudCheckr FinanceManager Transform Statement: export
      
      CloudCheckr FinanceManager Transform Statement: finish
      
      CloudCheckr FinanceManager Transform Statement: if
      
      CloudCheckr FinanceManager Transform Statement: import
      
      CloudCheckr FinanceManager Transform Statement: include
      
      CloudCheckr FinanceManager Transform Statement: lowercase
      
      CloudCheckr FinanceManager Transform Statement: normalize
      
      CloudCheckr FinanceManager Transform Statement: option
      
      CloudCheckr FinanceManager Transform Statement: rename
      
      CloudCheckr FinanceManager Transform Statement: replace
      
      CloudCheckr FinanceManager Transform Statement: round
      
      CloudCheckr FinanceManager Transform Statement: service
      
      CloudCheckr FinanceManager Transform Statement: services
      
      CloudCheckr FinanceManager Transform Statement: set
      
      CloudCheckr FinanceManager Transform Statement: split
      
      CloudCheckr FinanceManager Transform Statement: terminate
      
      CloudCheckr FinanceManager Transform Statement: time columns
      
      CloudCheckr FinanceManager Transform Statement: timerender
      
      CloudCheckr FinanceManager Transform Statement: timestamp
      
      CloudCheckr FinanceManager Transform Statement: update service
      
      CloudCheckr FinanceManager Transform Statement: uppercase
      
      CloudCheckr FinanceManager Transform Statement: var
      
      CloudCheckr FinanceManager Transform Statement: where
      
      Integrate
      
      GUI Automation
      
      GUI Automation
      
      Examples
      
      Single Sign-On
      
      Azure-AD
      
      Auth0
      
      Integrate
      
      Reports in CloudCheckr FinanceManager
      
      Workflows in CloudCheckr FinanceManager
      
      Metadata in CloudCheckr FinanceManager
      
      Administration
      
      User Management
      
      User Management in CloudCheckr FinanceManager
      
      Users in CloudCheckr FinanceManager
      
      Groups in CloudCheckr FinanceManager
      
      Settings in CloudCheckr FinanceManager

API
- - CloudCheckr CMx
    - Configure CloudCheckr CMx API
      
      Use CloudCheckr CMx Access Tokens to Manage Existing API Calls
  - CloudCheckr
    - AWS API Guides
      
      API User Guide
      
      Admin API Reference Guide
      
      API Reference Guide (AWS)
      
      API Reference Guide (Inventory)
      
      Azure API Guides
      
      API Reference Guide
  - Finance Manager
    - Finance Manager API Guide
      
      Budgets
      
      Data Sources
      
      Accounts
      
      Rate Limits
      
      Authentication
      
      Metadata
      
      JSON: API Interface
      
      Related Resources
      
      Introduction
      
      General
      
      Catalog
      
      Error Responses
      
      Authentication
      
      Authorization