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MCM - Updates for alerts for JJ
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articles/cost-management-billing/costs/save-share-views.md

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description: This article explains how to save and share a customized view with others.
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author: bandersmsft
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ms.author: banders
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ms.date: 03/22/2022
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ms.date: 03/10/2023
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ms.topic: how-to
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ms.service: cost-management-billing
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ms.subservice: cost-management
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# Save and share customized views
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Cost analysis is used to explore costs and get quick answers for things like finding the top cost contributors or understanding how you're charged for the services you use. As you analyze cost, you may find specific views you want to save or share with others.
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Cost analysis is used to explore costs and get quick answers for things like finding the top cost contributors. Or, understanding how you're charged for the services you use. As you analyze cost, you may find specific views you want to save or share with others.
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## Save and share cost views
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A *view* is a saved query in Cost Management. When you save a view, all settings in cost analysis are saved, including filters, grouping, granularity, the main chart type, and donut charts. Underlying data isn't saved. Only you can see private views, while everyone with Cost Management Reader access or greater to the scope can see shared views.
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Check out the [Sharing and saving views](https://www.youtube.com/watch?v=kQkXXj-SmvQ) video.
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After you save a view, you can share a link to it with others using the **Share** command. The link is specific to your current scope and view configuration. The link doesn't grant others access to the view itself, which may change over time, or the underlying data. If you don't have access to the scope, you'll see an `access denied` message. We recommend using the Cost Management Contributor role to allow others to save and share views with others.
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After you save a view, you can share a link to it with others using the **Share** command. The link is specific to your current scope and view configuration. The link doesn't grant others access to the view itself, which may change over time, or the underlying data. If you don't have access to the scope, an `access denied` message is shown. We recommend using the Cost Management Contributor role to allow others to save and share views with others.
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You can also pin the current view to an Azure portal dashboard. This only includes a snapshot of the main chart or table and doesn't update when the view is updated. A pinned dashboard isn't the same thing as a saved view.
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You can also pin the current view to an Azure portal dashboard. Pinning only includes a snapshot of the main chart or table and doesn't update when the view is updated. A pinned dashboard isn't the same thing as a saved view.
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### To save a view
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| URL property | Description|
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| --- | --- |
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| **portal-domain** | Primary domain for the Azure portal. For example, `portal.azure.com` or `portal.azure.us`). |
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| **directory-domain** | Domain used by your Azure Active Directory. You can also use the tenant ID. If it is omitted, the portal tries to use the default directory for the user that selected the link - it might differ from the scope. |
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| **directory-domain** | Domain used by your Azure Active Directory. You can also use the tenant ID. If it's omitted, the portal tries to use the default directory for the user that selected the link - it might differ from the scope. |
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| **scope-id** | Full Resource Manager ID for the resource group, subscription, management group, or billing account you want to view cost for. If not specified, Cost Management uses the last view the user used in the Azure portal. The value must be URL encoded. |
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| **view-config** | Encoded view configuration. See details below. If not specified, cost analysis uses the `view-id` parameter. If neither are specified, cost analysis uses the built-in Accumulated cost view. |
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| **view-config** | Encoded view configuration. See the following details. If not specified, cost analysis uses the `view-id` parameter. If neither are specified, cost analysis uses the built-in Accumulated cost view. |
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| **view-id** | Full Resource Manager ID for the private or shared view to load. This value must be URL encoded. If not specified, cost analysis uses the `view` parameter. If neither are specified, cost analysis uses the built-in Accumulated cost view. |
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The `view-config` parameter is an encoded version of the JSON view configuration. For more information about the view body, see the [Views API reference](/rest/api/cost-management/views). To learn how to build specific customizations, pin the desired view to an empty Azure portal dashboard, then download the dashboard JSON to review the JSON view configuration.
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1. Use Base 64 encode for the JSON view configuration.
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1. Use Gzip to compress the encoded string.
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1. URL encode the compressed string.
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1. URL-encode the compressed string.
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1. Add the final encoded string to the URL after the `/view/` parameter.
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## Pin a view to the Azure portal dashboard
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1. Select the **Pin** symbol to the right of the page header.
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1. From the dashboard, you can now remove the original tile.
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For more advanced dashboard customizations, you can also export the dashboard, customize the dashboard JSON, and upload a new dashboard. This can include additional tile sizes or names without saving new views. For more information, see [Create a dashboard in the Azure portal](../../azure-portal/azure-portal-dashboards.md).
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For more advanced dashboard customizations, you can also export the dashboard, customize the dashboard JSON, and upload a new dashboard. Dashboard creations can include other tile sizes or names without saving new views. For more information, see [Create a dashboard in the Azure portal](../../azure-portal/azure-portal-dashboards.md).
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## Download data or charts
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When you want to share information with others that don't have access to the scope, you can download the view in PNG, Excel, and CSV formats. Then you can share it with them by email or other means. The downloaded data is a snapshot, so it isn't automatically updated.
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:::image type="content" source="./media/save-share-views/download.png" alt-text="Screen shot showing the Download page." lightbox="./media/save-share-views/download.png" :::
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When downloading data, cost analysis includes summarized data as it's shown in the table. The cost by resource view includes all resource meters in addition to the resource details. If you want a download of only resources and not the nested meters, use the cost analysis preview. You can access the preview from the **Cost by resource** menu at the top of the page, where you can select the Resources, Resource groups, Subscriptions, Services, or Reservations view.
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When you download data, cost analysis includes summarized data as it's shown in the table. The cost by resource view includes all resource meters in addition to the resource details. If you want a download of only resources and not the nested meters, use the cost analysis preview. You can access the preview from the **Cost by resource** menu at the top of the page, where you can select the Resources, Resource groups, Subscriptions, Services, or Reservations view.
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If you need more advanced summaries or you're interested in raw data that hasn't been summarized, schedule an export to publish raw data to a storage account on a recurring basis.
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### To subscribe to scheduled alerts
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1. In Cost analysis, select any chart view you want to subscribe to or create and save a new chart view.
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- Note that built-in views (i.e., Accumulated costs, Daily costs, or Cost by service) cannot be changed, so if you need to change the date range, currency, amortization, or any other setting, you will need to save that as a private or shared view.
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- Built-in views (for example, Accumulated costs, Daily costs, or Cost by service) can't be changed. If you need to change the date range, currency, amortization, or any other setting, you need to save that as a private or shared view.
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1. Select **Subscribe** at the top of the page.
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1. Select **+ Add** at the top of the list of alerts.
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1. Specify the desired email settings and select **Save**.
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- The **Name** helps you distinguish the different emails setup for the current view. Use it to indicate audience or purpose of this specific email.
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- The **Subject** is what people will see when they receive the email.
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- The **Subject** is what people see when they receive the email.
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- You can include up to 20 recipients. Consider using a distribution list if you have a large audience. To see how the email looks, start by sending it only to yourself. You can update it later.
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- The **Message** is shown in the email to give people some additional context about why they're receiving the email. You may want to include what it covers, who requested it, or who to contact to make changes.
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- If you want to include an unauthenticated link to the data (for people who don't have access to the scope/view), select **CSV** in the **Include link to data** list.
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- If you want to allow people who have write access to the scope to change the email configuration settings, check the **Allow contributors to change these settings** option. For example, you might to allow billing account admins or Cost Management Contributors. By default it is unselected and only you can see or edit the scheduled email.
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- The **Start date** is when you'll start receiving the email. It defaults to the current day.
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- The **End date** is when you'll receive the last email. It can be up to one year from the current day, which is the default. You can update this later.
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- The **Frequency** indicates how often you want the email to be sent. It's based on the start date, so if want a weekly email on a different day of the week, change the start date first. To get an email after the month is closed, select **After invoice finalized**. Ensure your view is looking at last month. If you use the current month, it will only send you the first few days of the month. By default, all emails are sent at 8:00 AM local time. To customize any of the options, select **Custom**.
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1. After saving your alert, you'll see a list of configured alerts for the current view. If want to see a preview of the email, select the row and select **Send now** at the top to send the email to all recipients.
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Keep in mind that if you choose to include a link to data, anyone who receives the email will have access to the data included in that email. Data expires after seven days.
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- The **Message** is shown in the email to give people more context about why they're receiving the email. You may want to include what it covers, who requested it, or who to contact to make changes.
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- To share data with people who don't have access to the scope or view, select **Add a CSV download link** to include an unauthenticated link to the data.
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- To allow people with write access to the scope to modify the email configuration settings, clear the **Make this schedule private** option. Doing so allows billing account admins or Cost Management Contributors to edit the alert, in addition to the person who created it. By default, the option is selected, meaning that only the creator of the scheduled alert can see or edit it.
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- The **Start date** is when you start receiving the email. It defaults to the current day.
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- The **End date** is when you receive the last email. It can be up to one year from the current day, which is the default. You can update it later.
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- The **Frequency** indicates how often you want the email to be sent. It's based on the start date, so if you want a weekly email on a different day of the week, change the start date first. To get an email after the month is closed, select **After invoice finalized**. Ensure your view is looking at last month. If you use the current month, it only sends you the first few days of the month. By default, all emails are sent at 8:00 AM local time. To customize any of the options, select **Custom**.
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> [!NOTE]
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> Scheduled alerts are set to your local time. However emails are sent at a fixed time in the UTC time zone. Daylight savings time isn't accounted for, which might result in a one-hour variation in your actual delivery time.
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1. After you save the alert, a list of configured alerts for the current view is shown. If you want to see a preview of the email, select the row and select **Send now** at the top to send the email to all recipients.
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Keep in mind that if you choose to include a link to data, anyone who receives the email has access to the data included in that email. Data expires after seven days.
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## Frequently asked questions
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The following sections cover the most commonly asked questions and answers about saving and sharing customized views in Cost Management.
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### Why am I not receiving emails from scheduled alerts?
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There could be a few reasons why you're not receiving alert emails. Try the following actions:
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- Confirm that your email address is shown as a recipient and that it was entered correctly.
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- Check your spam or junk mail folder for emails from `[email protected]`.
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- Check to see if the alert is expired, disabled, or deleted. You can extend, reenable, or create a new scheduled alert to fix the problem.
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- Work with your admin to reenable the [view charges policy](assign-access-acm-data.md#enable-access-to-costs-in-the-azure-portal) in the Azure portal. The policy applies to indirect Enterprise Agreements and to Microsoft Customer Agreements with a Microsoft partner.
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### Why can't I use the Subscribe command in cost analysis?
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The **Subscribe** command is currently unavailable for two scenarios in cost analysis:
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- When using a management group scope
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- When working with table views
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### How far in the future can I set the end date?
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The end date can be anywhere from one day to one year from today or the start date, whichever is later. You can change or extend it to one year from the current day until the schedule expires. This limitation is in place to ensure that alert subscriptions remain relevant and accurate.
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For example, if you create a scheduled alert on March 3, 2023, the end date can be any date from March 4, 2023, to March 3, 2024.
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It's important to note that you can edit the end date of an existing scheduled alert at any time. If the end date has already passed and you want to continue receiving the alert, you must edit the scheduled alert with a future end date.
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### When do I receive alert emails?
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You can choose when emails arrive by setting the **Frequency** to **Custom**. You should receive the email before that time or within an hour of that time. If there are unforeseen issues, emails could be delayed for up to a day.
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Although the configuration of scheduled alerts considers your local time, the actual sending of emails happens at the same time in the UTC time zone. The time conversion doesn't account for daylight savings time. It might result in a one-hour variation in your actual delivery time.
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## Next steps
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