Reports

When you log in to Policy Manager and access the Reports tab, you are taken to the Activities page. You can use the Manage Dashboards option to create new reports and view these reports under dashboards. After a dashboard is created, you can generate, edit, share, and connect these reports directly to Boards.

Note

  • If you are a first-time user, your subscription is set to Ninguno and your reports access is set to Sin acceso by default. You do not have access to view the Reports tab.

  • If your subscription is set to Profesional, you can access the Reports tab and have the desired role assigned: Admin del reporte, Redactor del reporte, or Lector del reporte. For more information, refer to the table below.

  • If your subscription is later changed to Ninguno, you still get access to the Reports tab and have the same roles under the Profesional subscription.

  • If you have set your Security Groups to Allow access Reports under Administration in Policy Manager, you can still view the Reports tab in Policy Manager despite setting reports access to Sin acceso, in the Diligent One Platform User management section. You cannot create, delete, and edit reports.

  • You can access the Centro de actividades directly from the Diligent One Platform Inicio de la plataforma and have roles assigned such as Admin del reporte, Redactor del reporte, or Lector del reporte even if:

    • Your subscription is set to Ninguno.

    • The Security Groups are not set to Allow access Reports.

    • The access Reports tab in Policy Manager is set to No.

User typeSubscriptionReports accessAccess Reports in Policy ManagerAccess Activity Center
Administrador del sistemaProfesional

  • Admin del reporte

  • Redactor del reporte

  • Lector del reporte

YesYes
Sin accesoNo

Yes, directly through the Diligent One Platform Inicio de la plataforma > Centro de actividades.

 

NingunoSin accesoYesNo
UsuarioProfesional
  • Admin del reporte
  • Redactor del reporte
  • Lector del reporte
NoYes, directly through the Diligent One Platform Inicio de la plataforma > Centro de actividades.
Sin accesoNoYes, directly through the Diligent One Platform Inicio de la plataforma > Centro de actividades.
NingunoSin accesoNoNo

For more information on creating reports using Centro de actividades, see: