Robust custom report sharing in IT Visibility with Technology Intelligence Platform

Note:This feature is available with IT Visibility.

IT Visibility customers who have been upgraded to Technology Intelligence Platform now have expanded abilities to share their custom reports. With the new sharing features, you can share your custom reports with other Flexera One users and, when doing so, decide whether the people you are sharing with will have view-only access or full-edit capabilities in the report you share.

Note:IT Visibility is being upgraded with the introduction of Technology Intelligence Platform beginning in September 2024. Flexera will contact you directly regarding the timeframe of your upgrade.

Custom report sharing features are available when you are viewing or editing a custom report as well as from the All Reports page (Dashboards > All Reports or IT Visibility > Reports). You click Add User to designate users or groups with whom you want to share the custom report and also set the recipients’ access level: View or Edit.

With this release, the former View custom reports role has been deprecated. It’s functionality is replaced by the View/Edit access-level setting applied when a custom report is shared. So, while some users will have visibility into custom reports at the organizational level, by virtue of the Manage custom reports role, users without this role will gain either View or Edit access to custom reports that are shared with them.

For more information about sharing custom reports, see Sharing a Custom Report in the Flexera One Help.