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How to configure High-level PowerPoint & Excel Reports

Cloudockit’s high-level reports will help you to quickly view changes in your resources, resource categories, resource types, applications, warnings, and their costs. Follow the step-by-step guide below.

Choosing Your Subscriptions/Accounts/Projects

After login in on generate.cloudockit.com, you will have the option of choosing the subscriptions/accounts/projects you would like to document.

Cloudockit SaaS

With Cloudockit SaaS, you only have the option of documenting 1subscription/account/project at a time. Select the one you wish to document.

Cloudockit Desktop & Container

Select the subscriptions/accounts/projects you wish to document or select the check box All Subscriptions.

Please note that for Google Cloud billing data, only 1 project can be selected at a time

Setting-up in Cloudockit


From the Documents tab, select the PowerPoint/Excel checkbox.

In the corresponding detailed page, select the desired documents output. Excel and/or PowerPoint.

From the drop-down menu, select the desired period frequency for the display, either Weekly or Monthly.

Note: monthly frequency is currently not available for Cloudockit SaaS.

  • This will compute the resource changes from period to period.
  • This will automatically set the corresponding timeframe to get the overall billing information for your environement, as either the costs incured for the previous week (7 days, Monday to Sunday) or previous month (first to last day of the previous month).


Select the resource types you wish to include in the scan.

  • If you only need the Dashborad documents to be generated, the Billing workload won’t be needed in this case, since it will be automatically set.
  • For Azure, this feature uses the Azure Cost Management API to get an overview information on costs, therefore the Standard/EA/CSP do not apply in this case.
  • For Google Cloud, the GCPBigQueryDataSet & GCPBigQueryTable of the corresponding selected project, so at this time you can select one project at a time.


If you wish to have information about your applications, select Tag under Organize resources by application, and enter the tag(s) that represent your application(s).

Cloudockit SaaS

To display all the selected subscription information in Cloudockit SaaS, select the checkbox of the subscriptions you want to scan under Add other subscriptions in the document.

Cloudockit Desktop & Container

To display all the selected subscription information in Cloudockit Desktop of Container, select the checkbox Generate a single document for all environments.


Select your drop-off location while making sure to have a new folder as the drop-off for this configuration.

In the SaaS version, do not select Cloudockit Storage because snapshots used to compute the data changes cannot be stored in that folder.


To have the most accurate results, save the current settings as a schedule, with a frequency that matches the one selected in the first step.

Note: monthly frequency is currently not available for Cloudockit SaaS.

For example :

  • If you selected Weekly, you can save the schedule to run on every Monday.
  • If you selected Monthly, you can save the schedule to run on the first day of every month.

By doing so, your resource changes, and their costs will always be at the same level, and the information displayed will always reflect their current state.

For more information on Scheduling please visit Schedule Documents & Diagrams Generation


It is important to keep the same settings (selected environments, workloads, filters, and drop-off folder) location selected to have accurate information displayed from period to period.

If you have different configurations, We recommend having a separate folder in your Drop-Off location for each set of configurations.

If at some point, the selected options are not as expected, the data/cost changes displayed may be inaccurate, and you will see a warnings table in the PowerPoint, describing the cause of inaccuracy.


The generated document formats are Excel (.xlsx) and PowerPoint (.pptx)

Both documents contain charts and tables summarizing the selected environment’s evolution and significant changes for the selected period frequency. Charts are all customizable, by right-clicking on the chart and changing the chart type for example or to visualize the attached information in the form of a table. 

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