Add an Annotation
You can add annotations directly from the chart on a report or from the Annotations sidebar.1
From any report chart or graph, hover over the chart’s bars or line and select any date point you want to annotate.
2
The Annotations sidebar is displayed on the right side of the screen. Your username is displayed as well as the date that corresponds with the selected date point on the chart. Enter a comment for the annotation.
3
To save the annotation, click the arrow icon on the bottom right of the comment box.
When an annotation is created, a corresponding issue is also created.
View and Edit Annotations
1
To view an annotation, from the top right of any Cost Report, click the Annotation icon (looks like a word bubble).
2
The Annotations sidebar is displayed, with the most recently added annotation at the top of the list. A vertical line is also displayed on the Cost Report chart or graph for dates that have an existing annotation.
3
To edit the annotation, click the ellipses (…) on the top right of the annotation, then select Edit.
4
Select a new date from the date picker and/or edit the text in the comment field.
5
To save the annotation, click the arrow icon on the bottom right of the comment box.
Hide Annotations
1
From the top right of any Cost Report, click the Annotation icon (looks like a word bubble).
2
From the top right of the Annotations pane, click the Annotations Settings icon (looks like a gear).
3
You can toggle an annotation’s visibility in the Chart Display section.
Delete an Annotation
1
To delete an annotation, from the top right of any Cost Report, click the Annotation icon (looks like a word bubble).
2
The Annotations sidebar is displayed. Click the ellipses (…) on the top right of the annotation, then select Remove > OK.
Instead of deleting an annotation, consider resolving the annotation, as described below.
Resolve an Annotation
1
To resolve an annotation, from the top right of any Cost Report, click the Annotation icon (looks like a word bubble).
2
The Annotations sidebar is displayed. Click the ellipses (…) on the top right of the annotation, then select Mark as Resolved.
To unresolve an annotation, repeat the previous steps, but instead, select the Unresolve option.
View Resolved Annotations
By default, Cost Reports are filtered to hide resolved annotations from the annotations list and the chart/graph.1
To view resolved annotations, click the Annotation icon at the top right of the screen.
2
From the Annotations sidebar, click the filter icon (next to the New button), then click Show Resolved. Resolved annotations are displayed in both views.
Share an Annotation
1
To share an annotation with a teammate, from the top right of any Cost Report, click the Annotation icon.
2
The Annotations sidebar is displayed. Click the ellipses (…) on the top right of the annotation, then select Copy Link. A link is added to your clipboard, which you can use to share with a teammate.
View Corresponding Issues
When an annotation is created, a corresponding issue is also automatically created.1
To open the corresponding issue, click the ellipses (…) on the top right of the annotation.
2
Then, select Go to Issue.