The Entités app ReportIt Portal

All licensed users can access the ReportIt features.

To access the portal:

  • Navigate to the relevant section as configured by the Administrator, for example Reports > ReportIt.

Note

The Diligent Entities ReportIt Portal may look different if configured differently by the Diligent Entities Administrator.

To view reports within the Diligent Entities ReportIt Report Portal:

  • Select the required Report Type by selecting the relevant icon. For this example, we'll select the Company Profile.

Note

The first icon in the list will preview by default.

  • Select the required Company from the dropdown list (or enter the required Company Quick reference into the Company (Code) field, depending on how the report is configured).
  • (if available) Enter an as at date to view the report data for a specified date.
  • Select View report.

Content in the preview pane changes to reflect the parameters selected.

  • To print the report, select Print in the Viewer tool bar.

To save and export the report:

  • Select Save As (located in the Viewer tool bar).

The Save As dropdown menu displays.

  • Select one of the available file type options to save and export the report.