Cloudability - Getting Started

This document helps new Cloudability users get set up with a clean starting experience. It walks through choosing and saving a default View and default Dashboard so you land on the right cost data every time you log in. It also links to the Accessing Cloudability guide and a full index of UW Cloudability documentation.

Prerequisites

Step 1 – Set Your Default View

Views control what data you can see (account ids, or billing customer IDs). Setting a default View ensures Cloudability opens to the right data automatically.

  1. In Cloudability in the top right click on the person icon and select Manage Profile.

  2. Then click on preferences and select your default view and click save settings. set default view in cloudability

  3. This sets the default view when you login you can change views using the view switcher in the top right

  4. More documentation on views can be found here Cloudability - Views

Step 2 – Set Your Default Dashboard

Dashboards provide a quick visual summary of spend, utilization, . Setting a default makes your preferred dashboard the landing page after login.

  1. In Cloudability make sure you are in My Dashboard on the left navigation bar

  2. Click on the 4 squares icon to the right of the star this will show you the manage dashboards page

  3. Click into them to see what they look like and the data they provide
  4. Find the one you want to be your default 

  5. On the manage dashboard page click the house symbol on the dashboard that you want to be the default and this will set the default

  6. More documentation on dashboards can be found here Cloudability - Dashboards

Next Steps

If you have any questions, feedback or ideas please Contact Us

Commonly Referenced Docs:

UW Madison Public Cloud Team Events Online Learning Classes for Cloud Vendors What Data Elements are allowed in the Public Cloud



Keywords:
Cloudability Cloud FinOps Getting started default view dashboard 
Doc ID:
156916
Owned by:
Brandon E. in Public Cloud
Created:
2025-11-24
Updated:
2025-12-10
Sites:
Public Cloud