AWS

Pre-requisite: AWS Account Access

Costtrail.io requires secure, read-only access to your AWS accounts to generate the analysis and reports you need. Please log in to your AWS console to get started. We’ve made the setup process straightforward, ensuring compliance with AWS security best practices.

Note: If you need any assistance, feel free to schedule a meeting with us, and we’ll guide you through the process step by step.

Steps to Set Up an S3 Billing Bucket for Cost & Usage Reports (CUR)

Step 1: Create the Cost & Usage Report (CUR)

To allow Costtrail.io to analyze your cost data, you'll need to create a Cost & Usage Report (also known as Detailed Billing Reports or CUR).

1. Log in to your AWS Management Console.

2. Navigate to the Billing & Cost Management Dashboard.

3. On the left-hand side, under Cost Analysis - Click on Data Exports.

4. Click Create Report.

5. Enter a Report Name (e.g., costtrailbilling-daily-gzip).

6. In Additional Report Details, check the box for Include resource IDs (mandatory).

7. Under Data Refresh Settings, check the box for Automatically refresh your Cost & Usage Report when charges are detected for previous months with closed bills.

8. Click Next to proceed to the Delivery Options page where you will set up the S3 billing bucket.

Step 2: Create or Select an S3 Billing Bucket

Now, you’ll configure an S3 bucket to securely store your cost and usage data.

1. On the Delivery Options page, click Configure. This will open the S3 bucket configuration dialog.

2. In the dialog box, you can either:

   • Select an existing bucket from your AWS account, or

   • Create a new bucket specifically for Costtrail.io.

3. Once selected, click Next to go to the Verify Policy section.

4. Check the box confirming that "I have confirmed that this policy is correct."

5. Click Save. This will bring you back to the Delivery Options page.

6. On the Delivery Options page, click Verify to ensure that the S3 bucket policy is correct for delivering reports.

7. Enter a Report Path Prefix (e.g., costtrailbilling).

8. Select Daily for Time Granularity (mandatory).

9. Choose your preferred Report Versioning option (suggestion: Overwrite existing report).

10. Select GZIP as the Compression Type (mandatory).

11. Click Next, then Review and Complete.

12. Copy and paste the Bucket Name, Report Name, and Prefix Path into the Costtrail.io integration page.

Step 3: Create an IAM Role

Next, you’ll create an IAM role to grant Costtrail.io secure, read-only access.

1. Go to the IAM service in your AWS console.

2. Select Roles and click Create Role.

3. Under Select Trusted Entity, choose Another AWS account.

4. Copy and paste this AWS Account ID: 651706742966.

5. Check the box for Require External ID and copy-paste this external ID: 136102.

6. Select the policy titled ReadOnlyAccess and check the box next to it.

7. Click Next: Tags, then click Next: Review.

8. Enter a Role Name (e.g., CostTrailViewRole), and click Create Role.

9. Once the role is created, click on it to view the details.

10. Copy the Role ARN and paste it into the Costtrail.io integrations page.