Duplicating a Technology Intelligence Platform 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.

You can duplicate a Technology Intelligence Platform report by saving it as a new report.

Tip:Duplicating a report is an easy way to begin creating a custom report. For more information about custom reports, see Working With Custom Reports.

To duplicate a Technology Intelligence Platform report:

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 duplicate.

The selected report opens.

3. Click Manage in the upper-right corner of the page, and then select Duplicate. A copy of the selected report is created.
4. Edit the report details as required.
5. Click the Save this report button in the upper-right corner of the report. Hover over the button icon to view the button name.
6. To rename the report:
a. Click Manage in the upper-right corner of the page, and then select Settings. The Manage <Report Name> slideout opens.
b. In the Name field, enter the new name for the report.
c. In the Description field, enter the updated description for the report.
d. Click Save.

To view the duplicated report, in the upper-left corner of the page, click the Custom Reports link in the breadcrumb. The Dashboards page opens, listing the cloned report under the Custom Reports tab.