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DOC-12978: document Export Monthly CSV and Export Daily CSV invoice options#23193

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doc-12978-daily-csv-export
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DOC-12978: document Export Monthly CSV and Export Daily CSV invoice options#23193
mikeCRL wants to merge 2 commits intomainfrom
doc-12978-daily-csv-export

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@mikeCRL mikeCRL commented Apr 17, 2026

Summary

Updates the Export invoices section of cockroachcloud/billing-management.md to document the new daily CSV export option added in managed-service#23674.

Changes

  • Splits the old single "Export CSV" option into two distinct options, matching the updated UI labels:
    • Export Monthly CSV — same behavior as the previous "Export CSV" (one row per line item for the billing period)
    • Export Daily CSV — new option: usage broken down by day, cluster, and charge type; includes Locality (for multi-region breakdowns) and Description (charge name) fields; adjustment rows (e.g., premium support, credits) are appended at the end
  • Adds a callout_info caveat that Export Daily CSV is not available for invoices posted in 2025 or earlier
  • Renames "Export PDF" → Export Invoice PDF to match the updated UI label

Jira

DOC-12978

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Diagram Anchor Check: Passed

All sql-grammar.html#anchor references in SQL diagram files resolve correctly against stmt_block.html.

@mikeCRL mikeCRL marked this pull request as draft April 17, 2026 19:11
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@mikeCRL mikeCRL marked this pull request as ready for review April 17, 2026 19:43
@mikeCRL mikeCRL requested a review from rahulcrl April 20, 2026 16:09
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LGTM!

- **Export Daily CSV**: Contains the same columns and structure as the Monthly CSV, but usage rows are broken down by individual day rather than aggregated across the full billing period. Two additional columns are included: **Usage date** (the date each usage row covers) and **Locality** (for multi-region charge breakdowns). Adjustments are appended in the same way as in the Monthly CSV.

{{site.data.alerts.callout_info}}
**Export Daily CSV** is not available for invoices posted in 2025 or earlier.
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nit:
Shall we instead say: Export Daily CSV is only available for invoices from 2026?

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