Cost & Monitoring
User Onboarding Checklist

Your guide to getting started with Metricly.

1. Watch Our Product Demo

There’s no faster way to get acquainted with the UI than by watching the demo video. This tour covers both the Cost and Monitoring products, including topics like: integrations, dashboards, and a breakdown on metrics.

2. Register an Account

You’re excited to right-size your environments and lower their costs. You’ve done all your research, and you’re ready to try Metricly’s 21-day free trial. Click Sign Up at the top-right of the page and, after filling out a quick form, you’ll begin setting up Metricly.

Whitelist Metricly Emails

Make sure you’re able to receive all of your emailed reports and notifications by whitelisting * and * This prevents your reports from getting caught in spam filters.

3. Determine Your Integrations

Metricly has a ton of integrations at your disposal. Creating a list of integrations your organization needs ensures your setup process is smooth from day one.

Quick search for the right integration using the search bar.

Set Up the AWS Integration 
For Monitoring & Service-level Cost Reports

Chances are, you’re going to want to start with AWS.

We recommend linking your AWS account using the CloudFormation Method found in our help documentation. It’s fast and gets you ready to pump in billing data. Just run the script, enable AWS Cost Explorer, and you’re ready to start monitoring.

AWS enables:

For detailed cost reports that break down your billing per instance within each service, you must also set up the AWS Cost integration.

Set Up the AWS Cost Integration
For Detailed Cost & Recommendation Reports

The AWS Cost integration analyzes your billing data per instance in addition to your performance data.

Cost Explorer must be enabled in your AWS console as well to retrieve billing data.

This integration provides instance-sizing recommendations, optional weekly email reports, and cost reports. A cost report reads 7 days of your billing data and then provides a day-to-day breakdown of your environment’s behavior.

AWS + AWS Cost enables:

Full Breakdown of Report Requirements

Install Agents (Linux, Windows)

Check out our most popular agents! Click on the links to read their in-depth setup documentation. These agents pull in additional cost metrics and help you take action on report insights. Using these agents ensures the most accurate cost recommendations.

Linux Agent

Quickly deploy and collect metrics with a richer set of metadata, right out of the box. This agent also supports CloudWatch integration.

Windows Agent

Monitor windows performance counters and attributes with the Windows Agent. Pre-configured to send the most important performance metrics, windows events, and system attributes, it’s powerful from the start. You can also customize it to send additional data as needed.

4. Get Familiar with the App


Dashboards allow you to visualize your environment’s data in groupings. You can favorite, share, or full-screen broadcast dashboards so your team has full visibility. Standard dashboards come pre-packaged to get you started.

Drag the title of a widget to move it around. You can also resize or delete widgets on the fly.

Customizing Dashboards

When you’re ready to customize, check out how to manage dashboards. You can create dashboards from scratch or copy a pre-packaged dashboard and edit it.

Click the cog on the top-right of your dashboard to see its settings.

Create a Policy

Metricly comes with lots of default policies for you to use. But what if you want to tweak them or start completely fresh? You can do that using the Policy Editor. When you click on a policy name—anywhere in the app—you have the option to edit it.

Set Up a Notification

Notifications can be set on any policy that is important to you and your team. From Email, to OpsGenie, to Slack, we’ve got a ton of configuration guides for your favorites in our help documentation.

Because policies are divided into Info, Warning, and Critical, notifications can be set for anything you want. Simply set the scope and conditions for what qualifies as noteworthy and then build your notification.

Create a notification by editing a policy and navigating to 3: Notifications

Receive Routine Email Reports

After you have set up AWS and made some reports, consider setting up a regular email. Email Reports are generated and sent after business hours (EST) and provide a quick look into your environment from the last 24 hours. Clicking any of the links within the email opens Metricly to the appropriate section.

To enable daily email reports, click your Username > Account Profile and toggle Daily Report Email.

Daily Email Report: AWS Services Cost Report

Stay up-to-date on your AWS Services cost report by sending out a daily emailed update.

Weekly Email Report: EC2 Recommendation Report

Weekly emails are also available for several the EC2 Recommendation Report. Simply build a report, click Save Report, name your new report, and enable Email.

You can send your report to yourself, team, or anyone by providing their email. Your contacts are saved for future use!

Beta Email Reports:
  • Unattached EBS Report
  • Unattached ELB Report
Account Profile Options

Navigate to your profile to change settings such as timezone or theme.

Try Dark Theme

Change Time Zones

Customize Landing Page

When changing your default landing page, your options are: dashboards, metrics, inventory, events, policies (alerts), and reports.


Global Settings
Add Users


5. Know Your Resources

Between our support team and help documentation, you’re in good hands. Let’s show you how to use both.

Log a Ticket in Metricly

Getting in touch with support is easy.  Just click Help > Support and fill out the help form that appears.

how to request help in metricly

Click Support and a help form appears in the bottom-right of your screen.

Important Support Links:

Explore Our Help Library 

You can go to or click Help > Online Help in the app to land directly in our user documentation.

Contextual Help: When in Metricly on a particular page, clicking Online Help takes you to a contextually relevant page. For example, if on the AWS Integration card, the Online Help link takes you directly to the integrations page.

Our articles cover:

…and a lot more!

Dive into an eBook

Need a thorough breakdown of what Cloud Monitoring is, and why it’s so important? Metricly’s put together a 12 page eBook for you: Cloud Monitoring as a Service.

Explore the Blog

Here’s just a sample of some content we’ve lined up:

Head over to Metricly’s Blog for more articles.

Reach Out

Don’t hesitate to reach out to your Customer Success Representative if:

  • You have any additional questions
  • Wish to add more licenses to your account
  • You’d like to evaluate our AWS cost savings solution




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