Reviewing Costs by Cloud Account (Legacy)

The following content applies to the CoPilot UI only if Legacy Billing Insights is enabled from Settings > Configuration > Features.

Use the Cloud Accounts tab to review costs by individual Cloud Account. This tab is accessed in CoPilot by navigating to Administration > Billing > Cloud Accounts.

On this page you can associate cloud accounts in Account Groups. These groups help organize and categorize your cloud accounts. Refer to the Cloud Account Breakdown component on the Billing > Overview tab for visualizations of this data.

In the Cloud Accounts table, click the expand icon next to a group name to view the cloud accounts in the account group.

Each account can only appear in one Account Group at a time.
Account Group/Accounts Clouds Prev. Week Prev. Month Year to Date CY' year

The name of each Account Group and account. Members of a group can be viewed by expanding the row.

The cloud service provider (CSP) for each account in the group. You can have multiple CSPs represented in a group.

The previous week’s costs for the account or account group.

The previous month’s costs for the account or account group.

The cost of the account or account group in this calendar year.

The cost of the account or account group in the last calendar year.

Creating Account Groups

You create account groups from Administration > Billing > Cloud Accounts.

  1. In the list of accounts, select the checkboxes for the cloud accounts you want to include in the group. The Actions menu becomes active.

  2. Click the Actions dropdown menu and select Create New Account Group.

  3. Enter the account group’s name.

  4. Click on the dropdown menu if you want to include additional accounts in the group. Note that only accounts that are not in existing account groups are available to add.

  5. Click Save.

Editing Account Groups

You edit account groups from Administration > Billing > Cloud Accounts.

  1. To move an account group member from one account group to another:

    1. Click the vertical ellipses menu 25 or the Actions menu.

    2. Select Move to Account Group.

    3. Enter the name of the new account group.

    4. Click Move

  2. To remove an account from an account group:

    1. Click the vertical ellipses menu 25 or the Actions menu.

    2. Click Remove from Account Group.

    3. Click Remove.

  3. To edit the group name or to add or delete group members:

    1. Click the Edit icon for a group.

    2. Edit the information.

    3. Click Save.

  • To move an account to a new group, the new group must already exist. You cannot create a new group from Move to Account Group.

  • If you move the only account in an account group into another group, the initial account group disappears. You can recreate that account group by following the steps in the "Creating Account Groups" section above.

Deleting Account Groups

You delete account groups from Administration > Billing > Cloud Accounts.

  1. To delete an Account Group, click on the Delete icon delete-icon for the group you want to remove.

  2. To verify the deletion of the Account Group, click Delete.

Deletion only removes the group. The group members will display in the table as individual accounts.