Managing a Custom Report

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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.

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

You can manage a report by editing, renaming, duplicating, and deleting it by clicking the Manage button in the report.

To manage a custom 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 manage.
   • The selected report opens.
4. Click Manage in the upper-right corner of the page, and then select one of the following options:
   • Settings —To rename a custom report, see Renaming a Custom Report.
   • Duplicate —To duplicate a custom report, see Duplicating a Custom Report.
   • Delete —To delete a custom report, see Deleting a Custom Report.
   • Edit Mode —To edit a custom report, see Editing a Custom Report.
   • Share —To share a custom report with other Flexera One users, see Sharing a Custom Report.