Creating 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.

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

You can create your own custom reports with the data to which you have access to. This data can be sliced and diced on the custom report canvas.

Tip:An easy way to get started working with custom reports is to start with a duplicate of one of the Technology Intelligence Platform reports. See Duplicating a Technology Intelligence Platform Report for more information.

To create a custom report:

Go to the Dashboards page from one of the following menus:

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Dashboards > Technology Intelligence Reports > Custom Reports

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IT Visibility > Technology Intelligence Reports > Custom Reports

By default, reports are grouped by type, such as Hardware, Software, and Vulnerabilities.

Click Create Report. The Create Report slideout opens.

In the Report Name field, enter the name of the report.

In the Description field, enter the description of the report.

Select the report type that you want to create from the following options:

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Hardware—Enables you to use comprehensive information on deployed hardware in your IT environment to make the management, maintenance, and strategic planning decisions needed to keep your organization operational and streamlined.

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Software—Enables you to use comprehensive information on discovered software in your IT environment to make decisions on compliance, security, risk, redundancy, sprawl, and more.

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Vulnerabilities—Enables you to safeguard your organizations IT infrastructure with trusted data used for identifying vulnerabilities, ensuring continuity, prioritizing remediation, and mitigating risk.

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Cloud License Management—Enables you to generate insights on software spend in the public cloud and create recommendations to optimize pay-as-you-go (PAYG) usage with bring-your-own-license (BYOL) entitlement.

Note:These report types appear depending on the capabilities that an organization has.

Click Create. The <Report> page opens where you can build visualizations with your data.

From the Visualizations pane, select the visualization type by clicking the appropriate icon. For information on visualization types, see Visualization Types.

Some examples on how to create a particular visualization type are as follows:

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To create a bar chart:

Click the Bar Chart icon.

From the Data pane, drag the field (for example, Categories) in the X-axis section and the field (for example, Devices) in the Y-axis section.

Note:To search for the data fields, use the Search box in the Data pane.

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To create a line chart:

Select the Line Chart icon.

From the Data pane, drag the field (for example, Year) in the X-axis section and the field (for example, EOL SW) in the Y-axis section.

In the Filters pane, drag the field (for example, Date) to focus on a specific period, if required.

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To create a pie chart:

Select the Pie Chart icon.

From the Data pane, drag the field (for example, Devices) in the Values section and the field (for example, Calculated Lifecycle Stage Name) in the Legend section.

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To create a slicer:

Select the Slicer icon.

From the Data pane, drag the field (for example, Calculated Lifecycle Stage Name) to be filtered in the Field section.

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To create a map:

Select the Map icon.

From the Data pane, drag the field (for example, Country) in the Location section.

Note:Consider the following:

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You can configure your visualization—axes, legends, tooltips, and more. Depending on the visualization type selected, the fields in the visualization may vary.

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You can format your visuals and add analytics to your visualization by clicking the respective buttons in the Visualizations pane.

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To connect two or more reports that have related content, use the cross-report drill through feature.

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To split a visual into multiple versions of itself, use the Small multiples feature.

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If a visual fails to generate or is not rendered due to exceeding the one-million row limit, check the data fields used to create that visual or filter your search to narrow down the data accordingly. For information, see Working With Measures.

To refine the data your visualization shows, you can add various filters to your visualization. Drag the data fields from the Data pane to the Filters > Add data fields here area.

Note:Consider the following:

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If a filter has a long list of values, you can also use the Search box in the filter to find and select the value.

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Measures can only be used as visual-level filters.

To add multiple pages to a report, click the following icon:

Note:A report can have a single visual or many pages full of visuals. Click the dropdown arrow next to the page. Click Rename to rename the page. Click Delete to delete the page.

10.

Click the Save this report button in the upper-right corner of the report. Hover over the button icon to view the button name.

To view the newly created 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.