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Report Replication

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  1. Flexera One Blog — HArumugasamy_E (Flexera Software)

    IT Visibility: TI reporting Updates

    Report Replication Across Organizations - Live Now!

     

    Feature Overview

    The TI Platform now supports Report Replication Across Organizations, enabling authorized users to efficiently replicate custom and out-of-the-box reports from one organization to multiple destination organizations. This capability reduces manual effort, improves reporting consistency, and accelerates report deployment at scale.

     

    What's New

    Replicate Reports Across Multiple Organizations

    Users can now clone an existing report and distribute it to one or more destination organizations through a guided replication workflow.

     

    Comprehensive Report Structure Replication

    The replication process preserves the complete report design and configuration, including:

    • Report visuals (charts, KPIs, tables, and other report elements)
    • Report layout and visual positioning
    • Filters and slicers
    • Report-level configurations and settings
    • Report metadata, including source organization and creator information

    This ensures a consistent reporting experience across organizations without requiring manual recreation.

     

    Permissions & Access

    The Report Replication capability is available to users with Manage Custom Reports permissions, helping to ensure that report replication activities are performed only by authorized users.

     

    Replication Workflow

    • Navigate to Reports and select a Custom Report or Out-of-the-Box Report.
    • Choose the Replicate option.
    • Select one or more destination organizations.
    • Define replication handling preferences:
      • Overwrite Existing Report
      • Create New Copy
      • Skip Existing Report
    • Submit the replication request.
    • Monitor replication progress and status for each destination organization.

     

    Dependency Handling

    Report Replication transfers the report structure and configuration only. The following are not replicated:

    • Underlying datasets
    • Data sources
    • Organizational data

    If the destination organization contains the required datasets and dependencies, the replicated report will function as expected.

    If dependencies are unavailable, the report structure will still be imported successfully. Users will receive warnings or error messages identifying unresolved datasets, mappings, or configuration dependencies, allowing remediation after replication.

     

    Enhanced Status Visibility

    To improve troubleshooting and operational efficiency:

    • Replication status is available for each destination organization.
    • Hovering over a Failed or Error status displays detailed failure information.
    • Error details help users quickly identify issues such as:
      • Missing permissions
      • Configuration conflicts
      • Missing datasets or dependencies
      • Replication processing errors

     

    Benefits

    • Reduces manual report creation and maintenance effort
    • Improves consistency across organizations
    • Accelerates report onboarding and deployment
    • Supports scalable report governance and administration
    • Provides greater transparency into replication outcomes and failures

     

    Important Notes

    • Report Replication copies report structure, configurations, and metadata only.
    • Organizational data and datasets are not transferred during replication.
    • Destination organizations must have the necessary data sources and dependencies available for full report functionality.
    • Reports can be replicated to multiple organizations in a single operation, simplifying large-scale report rollouts.

     

    Release Date: 06/29/2026

    Product Documentation: https://docs.flexera.com/flexera-one/it-visibility/it-visibility-with-tip-reports/working-with-custom-reports/replicating-reports-across-organizations/  

     

    Release Notes: https://docs.flexera.com/flexera-one/feature-list/new-features-in-2026/june-2026#replicate-custom-reports-across-organizations

     

    

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