Renaming 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 rename a custom report. For complete descriptions of each role available in Flexera One, see Flexera One Roles.
You can rename a custom report.
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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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To rename a report, do one of the following: |
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Use the filter controls to search for the report. Click the report name to open the report. Click Manage in the upper-right corner of the page, and then select Settings. |
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Locate the report and click the report name. Click Manage in the upper-right corner of the page, and then select Settings. |
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Click the three-dot menu button in the report row, and select Details. |
The Manage <Report Name> slideout opens.
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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 renamed 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.