Creating a Private Report Subscription

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.

If you have the Viewer or Editor access level to a custom report, you can create a private subscription to receive either the full report or a specific page within the report via email at a set frequency.

To create a private report subscription:

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 subscribe to.

The selected report opens.

4.

Click the Bell icon in the upper-right corner of the page. The Report Subscriptions slideout opens with the Private Subscriptions tab selected by default.

5.

Click Create a new private subscription.

6.

In the Subscription Name field, enter the name of the subscription.

7.

From the Report Page dropdown list, select the name of the report page that you want to include in the subscription.

Note:You can either select All Pages or a particular page of the report.

8.

From the Frequency dropdown list, select how often you want to receive the email notifications.

9.

If you select the Frequency as Weekly or Monthly, from the Send notifications on dropdown list, select the day of the week or the date of the month when you want to receive the notifications.

10.

From the Scheduled Time dropdown list, select the time at which you want to receive the email notifications.

11.

Click Save. The subscription appears with an Enabled status. You will receive an email with the report attached as a PDF at the scheduled frequency. The email also includes a link to the report. Clicking the View full report link directs you to the custom report in Flexera One.

Note:After your subscription is saved, you can manage it by customizing the email content, muting or unmuting the subscription, updating its details, and deleting it. For more details, see Managing a Private Report Subscription.