Viewing Child Organization Details

You can view the child organizations details including name, organization ID, description, and external ID.

To view the details of a particular child organization:

1.

Select Customers from the left-hand navigational panel. The Customers Overview page opens, listing all the child organizations.

On the Customers Overview page, you can

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Export the details to either a comma-separated value (.csv) or a spreadsheet (.xlsx) file by clicking the Export CSV or XLSX button and then selecting either CSV or XLSX. Hover over the button icon to view the button name.

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Add a child organization to the favorites list, by clicking the following button next to the child organization name. The child organization’s name appears at the top in the list.

2.

Click the name of the child organization that you want to view the information for. The details about that child organization opens in a separate <Customer Name> tab. This page displays the child organization’s details and the key metrics using graphs and tables.

Consider the following:

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If a child organization has the Cloud Cost Optimization capability, you can:

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Monitor your child organization’s cloud costs across clouds, accounts, and services for the selected time period in a bar chart at the top of the page. The upper-left corner of the chart shows the total cost. The cloud accounts data is grouped by cloud vendor, cloud vendor account, and cloud vendor account name.

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Change the date range for the data shown on the graph by clicking the date selector to open the picker. You can select between Daily, Monthly, Quarterly, and Biannually options. A convenient list of common date selections (Quick Filters such as Past 7 Days, Last Full Week, Current Month, and Last Full Month) is provided and can be set with a single click. Click Apply to apply the changes.

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Change the cost type option by clicking the cost type next to the date selector. The Dashboard Settings slideout opens. Select either the Amortized or Unamortized option.

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To view all the child organizations, click the All Customers tab.

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To access a child organization, click Access Customer. This button only appears if you have access to the child organization. To return to the parent organization, select the name of the parent organization from the Flexera One Organization switcher.