Managing 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 custom reports role is required to manage your shared report subscription. With this role, you can not only manage your own subscriptions but also shared subscriptions created by other users. Therefore, it is recommended to limit the number of users with the Manage custom reports role in your organization. For complete descriptions of each role available in Flexera One, see Flexera One Roles.

You can effectively manage the shared report subscription by customizing the email content, including the subject line and message body. You also have the option to enable or disable a subscription. When you disable a subscription, you turn off email notifications for all recipients. However, you can enable the subscription at any time to start sending email notifications.

Additionally, you can update the details of the shared report subscription, including the name of the subscription, list of recipients, frequency of report delivery, scheduled time to send the subscription, and report pages that you want to include in the email. If you no longer want to send the email notifications, you can delete the subscription. Deleting the subscription permanently removes it.

To manage your shared report subscription:

1.

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.

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 manage the subscription for.

The selected report opens, displaying the visualizations.

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

6.

To edit the email content and enable or disable the subscription, click the Manage Subscription button next to the report subscription. Hover over the button icon to view the button name. Select one of the following options:

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Edit email—You can customize the email message by updating the details such as Subject and Message, and then clicking Save.

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Disable Subscription—The Disable Subscription dialog box appears, asking you to confirm whether you want to turn off notifications for all recipients. Click Disable. The subscription appears with a Disabled status.

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Enable Subscription—By enabling a subscription, you once again start sending email notifications with the report scheduled. The subscription appears with an Enabled status.

7.

To update the details of the subscription or delete it, click the expand icon next to the report subscription, the details of the subscription display.

Do either of the following:

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Update the details and click Update.

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Click Delete subscription. The Delete Subscription dialog box appears, asking you to confirm whether you want to delete the subscription. Click Delete.