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Renaming a Custom Report

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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.

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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.

  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 .
  2. Click the expand icon next to the group type to view the list of reports.
  3. To rename a report, do one of the following:
    • 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 .
    • Locate the report and click the report name. Click Manage in the upper-right corner of the page, and then select Settings .
    • Click the three-dot menu button in the report row, and select Details .
    • The Manage <Report Name> slideout opens.
  4. In the Name field, enter the new name for the report.
  5. In the Description field, enter the updated description for the report.
  6. Click Save .

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.