Viewing 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 generally required to view custom reports. Users without this role do not have access to custom reports by default; however, they can be granted access to specific reports through the custom report sharing process. For more details, see Sharing a Custom Report. For complete descriptions of each role available in Flexera One, see Flexera One Roles.

You can view your own custom reports that appear in the Custom Reports tab.

To view a custom report:

1. Go to the Dashboards page from one of the following menus:
• Dashboards > Technology Intelligence Reports > Custom Reports
• IT Visibility > Technology Intelligence Reports > Custom Reports

By default, reports are grouped by type, such as Hardware, Software, and Vulnerabilities. To disable grouping, click the Close button on the Report Type box. To enable grouping again, drag the Report Type column header into the Group by (Drag here) area.

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 view.

The selected report opens.

Note:To view the Data Last Updated and Report Last Updated dates of the report, click the following icon next to the report name:

• Data Last Updated—Displays the date and time when the data in the report was last refreshed.
• Report Last Updated—Displays the date and time when new features were added or modifications were made to the report and it was last published.

After the report opens, you can perform a number of interactions to work with the report charts and data in many ways:

• To zoom in on the report, click the Zoom In button, and to zoom out of the report, click the Zoom Out button in the upper-right corner of the report. Hover over the button icon to view the button name.
• To zoom in on only a visualization or to enlarge a visualization, click the Focus mode button on the individual visual. Hover over the button icon to view the button name. The visual opens and fills the entire report canvas.

Note:To go back to the report, click the Back to report button in the upper-left corner of the visualization.

• To refine the data your visualization shows, you can add various filters to your visualization by clicking Show Filters. You can filter and analyze the data by category, subcategory, manufacturer, product, and so on. Click the small arrow next to each criterion and set the filter.

Note:Consider the following:

• The filters that you set apply to all the visuals on the report page.
• To remove all the filters that are applied, click Clear Filters.
• To hide the filters, click Hide Filters.
• To view the filters and slicers that apply to a single visual, click the Filter button on the individual visual. Hover over the button icon to view the button name.
• To explore in-depth details about your data, use the drill down, drill up, and expand icons on your visual.
• To drill through a report, right-click in a visual and click Drill through and then select the report page. This page shows information about the data-point you right-clicked on.
• To perform other actions such as exporting data, viewing textual representation of the data, drawing attention to a specific visual on a report page, getting insights, and sorting a visual, click the More options button. Hover over the button icon to view the button name. Select the appropriate option.
• To view different pages in a report, click the page names in the upper-left corner of the report.