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 なし and your reports access is set to アクセス権なし by default. You do not have access to view the Reports tab.
If your subscription is set to Professional, you can access the Reports tab and have the desired role assigned: レポート管理者, レポート作成者, or レポート閲覧者. For more information, refer to the table below.
If your subscription is later changed to なし, you still get access to the Reports tab and have the same roles under the Professional 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 アクセス権なし, in the Diligent Oneプラットフォーム User management section. You cannot create, delete, and edit reports.
You can access the アクティビティー センター directly from the Diligent Oneプラットフォーム プラットフォームホーム and have roles assigned such as レポート管理者, レポート作成者, or レポート閲覧者 even if:
Your subscription is set to なし.
The Security Groups are not set to Allow access Reports.
The access Reports tab in Policy Manager is set to No.
| User type | Subscription | Reports access | Access Reports in Policy Manager | Access Activity Center |
|---|---|---|---|---|
| システム管理者 | Professional |
| Yes | Yes |
| アクセス権なし | No | Yes, directly through the Diligent Oneプラットフォーム プラットフォームホーム > アクティビティー センター.
| ||
| なし | アクセス権なし | Yes | No | |
| ユーザー | Professional |
| No | Yes, directly through the Diligent Oneプラットフォーム プラットフォームホーム > アクティビティー センター. |
| アクセス権なし | No | Yes, directly through the Diligent Oneプラットフォーム プラットフォームホーム > アクティビティー センター. | ||
| なし | アクセス権なし | No | No |
For more information on creating reports using アクティビティー センター, see:
