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 无 and your reports access is set to 禁止访问 by default. You do not have access to view the Reports tab.
If your subscription is set to 专业, you can access the Reports tab and have the desired role assigned: 报告管理员, 报告撰写者, or 报告阅读者. For more information, refer to the table below.
If your subscription is later changed to 无, you still get access to the Reports tab and have the same roles under the 专业 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 禁止访问, in the Diligent One 平台 User management section. You cannot create, delete, and edit reports.
You can access the 活动中心 directly from the Diligent One 平台 平台主页 and have roles assigned such as 报告管理员, 报告撰写者, or 报告阅读者 even if:
Your subscription is set to 无.
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 |
|---|---|---|---|---|
| 系统管理员 | 专业 |
| Yes | Yes |
| 禁止访问 | No | Yes, directly through the Diligent One 平台 平台主页 > 活动中心.
| ||
| 无 | 禁止访问 | Yes | No | |
| 用户 | 专业 |
| No | Yes, directly through the Diligent One 平台 平台主页 > 活动中心. |
| 禁止访问 | No | Yes, directly through the Diligent One 平台 平台主页 > 活动中心. | ||
| 无 | 禁止访问 | No | No |
For more information on creating reports using 活动中心, see:
