Getting help
Most questions have an answer a click or a hover away, so try the in-app help before going looking.
The help button, bottom right
Section titled “The help button, bottom right”Every screen has a round help button in the bottom-right corner. It is the only place you need to remember: everything below lives behind it.
Explain this page to me
Section titled “Explain this page to me”The first thing in the panel, and usually the right one. It opens the guide for whatever screen you are on: no searching, no working out what the screen is called first.
On sub-pages that don’t have a guide of their own, it opens the closest one instead, so it always has something to show you.
Everything else
Section titled “Everything else”| Option | What it does |
|---|---|
| Ask Finn | Opens for everyone. Active licensed administrators and verified support staff can ask; everyone else sees an explicit unavailable state. |
| Browse documentation | These pages, searchable, filtered to the modules you actually have |
| Guided tours | From Overview, starts or replays the main product tour |
| Setup checklist | From Overview, re-opens the getting-started steps (admins only) |
| Cost allocation setup | From Cost Groups, re-opens the allocation setup steps |
| Contact support | Chat to us or raise a ticket |
| Send feedback | Emails the CloudMonitor team |
| System status | Whether CloudMonitor itself is healthy |
Use Send feedback for “this is confusing” or “I wish it did X”; use Contact support for “this is broken”.
The ⓘ beside a page title
Section titled “The ⓘ beside a page title”Every report title has a small ⓘ next to it. Hover it and you get a sentence or two on what the page is for, where its numbers come from, and any caveat worth knowing. It is written by the people who built the screen and updated with it, which makes it the most reliable explanation in the product.
Form fields have the same thing: hover the marker beside a label before guessing what a field wants.
The guided tours
Section titled “The guided tours”CloudMonitor offers a short guided tour that walks through finding your way around, filtering by provider, grouping costs into a business hierarchy, The Ledger, allocating your spend, and staying ahead of surprises. There are shorter ones for budgets, cost allocation and virtual tags.
From Overview, start or replay the main product tour from Guided tours. On another screen, the row points you back to Overview rather than navigating away from work in progress. The shorter tours appear in context on the screens they explain. Every tour is optional and separate from setup: taking or skipping one never changes your setup progress.
The setup checklist
Section titled “The setup checklist”Admins get a checklist covering the four configuration tasks worth doing first: create your first cost group, allocate your costs, set a budget, and add your team. It ticks itself off as you go. Select a completed step and choose Review whenever you need to revisit its configuration. I’ll finish later collapses it to a compact progress strip; select that strip or Setup checklist in Help & support to expand it again. The optional guided tour remains available separately under Guided tours and is not counted as a setup task.
If you’re not an admin you won’t see this: those steps aren’t yours to do.
Try things without consequences
Section titled “Try things without consequences”Two safe places to experiment:
- Demo mode, on your profile page, swaps the whole app onto sample data from a fictional company. Nothing you do there is saved, and nothing touches your real spend.
- demo.cloudmonitor.ai is the same thing with no sign-in at all. Useful for showing a colleague what a screen looks like before they have access.
If a report looks empty or wrong
Section titled “If a report looks empty or wrong”Before raising a ticket, check the things that explain most surprises:
- The Period. A window with no data in it produces an empty report that is working perfectly.
- A recently created cost group. New groups show nothing until CloudMonitor’s next update. See filtering every report at once.
If a whole module is missing from your menu rather than empty, it is probably an optional one your organization hasn’t switched on. Each page in these docs says when that applies.