Skip to main content

Duplicating a Custom Report

note

If you have already been upgraded to Technology Intelligence Platform, information in this section is applicable to you. With Technology Intelligence Platform, out-of-the-box IT Visibility dashboards are being replaced with new, enhanced IT Visibility Technology Intelligence Platform reports.

info

The Manage custom reports role is required to duplicate a custom report. For complete descriptions of each role available in Flexera One, see Flexera One Roles.

You can duplicate an existing custom report by saving it as a new report.

  1. Go to the Dashboards page from one of the following menus:
    • Dashboards > Technology Intelligence Reports > Custom Reports
    • IT Visibility > Technology Intelligence Reports > Custom Reports
    • By default, reports are grouped by type, such as Hardware , Software , and Vulnerabilities .
  2. Click the expand icon next to the group type to view the list of reports.
  3. Click the name of the report you want to duplicate.
    • The selected report opens.
  4. Click Manage in the upper-right corner of the page, and then select Duplicate . A copy of the selected report is created.
  5. Edit the report details as required.
  6. Click the Save this report button in the upper-right corner of the report. Hover over the button icon to view the button name.
  7. To rename the report:
  8. Click Manage in the upper-right corner of the page, and then select Settings . The Manage <Report Name> slideout opens.
  9. In the Name field, enter the new name for the report.
  10. In the Description field, enter the updated description for the report.
  11. Click Save .

To view the cloned report, in the upper-left corner of the page, click the Custom Reports link in the breadcrumb. The Dashboards page opens, listing the newly created report under the Custom Reports tab.