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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.

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.