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.
Important: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.
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1.
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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.
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Click the expand icon next to the group type to view the list of reports. |
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Click the name of the report you want to duplicate. |
The selected report opens.
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Click Manage in the upper-right corner of the page, and then select Duplicate. A copy of the selected report is created. |
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Edit the report details as required. |
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Click the Save this report button in the upper-right corner of the report. Hover over the button icon to view the button name. |
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Click Manage in the upper-right corner of the page, and then select Settings. The Manage <Report Name> slideout opens. |
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b.
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In the Name field, enter the new name for the report. |
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In the Description field, enter the updated description for the report. |
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.