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 Nenhum and your reports access is set to Sem Acesso by default. You do not have access to view the Reports tab.

  • If your subscription is set to Profissional, you can access the Reports tab and have the desired role assigned: Administrador do relatório, Autor do Relatório, or Leitor do Relatório. For more information, refer to the table below.

  • If your subscription is later changed to Nenhum, you still get access to the Reports tab and have the same roles under the Profissional 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 Sem Acesso, in the Plataforma Diligent One User management section. You cannot create, delete, and edit reports.

  • You can access the Centro de Atividades directly from the Plataforma Diligent One Página inicial da plataforma and have roles assigned such as Administrador do relatório, Autor do Relatório, or Leitor do Relatório even if:

    • Your subscription is set to Nenhum.

    • 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
Admin de SistemaProfissional

  • Administrador do relatório

  • Autor do Relatório

  • Leitor do Relatório

YesYes
Sem AcessoNo

Yes, directly through the Plataforma Diligent One Página inicial da plataforma > Centro de Atividades.

 

NenhumSem AcessoYesNo
UsuárioProfissional
  • Administrador do relatório
  • Autor do Relatório
  • Leitor do Relatório
NoYes, directly through the Plataforma Diligent One Página inicial da plataforma > Centro de Atividades.
Sem AcessoNoYes, directly through the Plataforma Diligent One Página inicial da plataforma > Centro de Atividades.
NenhumSem AcessoNoNo

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