Creating a Shared 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.

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

You can create a shared report subscription for a Technology Intelligence Platform report when you want to share the report with multiple users or groups via email at a set frequency. You can only add users with the View IT Visibility role to the report as recipients.

To create a shared report subscription:

1.

Go to one of the following menus:

•

Dashboards > Technology Intelligence Reports > report type

•

IT Visibility > Technology Intelligence Reports > report type

where report type is one of the following: Hardware, Software, Governance & Risk, Procurement, Security, Custom Reports, and All TI Reports. The Dashboards page opens, displaying the reports grouped by type under their respective tabs.

Note:If an organization has the Cloud License Management (CLM) capability, the Spend & Cost report type also appears when the reports are accessed from the Dashboards menu.

2.

Click the Go to report link next to the report you want to create a shared subscription for.

The selected report opens.

3.

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.

4.

Click the Shared Subscriptions tab. A list of shared report subscriptions appears.

5.

Click Create a new shared 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 Recipients dropdown list, select the user or the group you want to add as recipient of this report.

Note:Only users with the View IT Visibility role can be added as recipients.

9.

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

10.

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 send the notifications.

11.

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

12.

Click Save. The subscription appears with an Enabled status. Users 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 them to the Technology Intelligence Platform report in Flexera One.

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