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 None and your reports access is set to No Access 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: Report Admin, Report Writer, or Report Reader. For more information, refer to the table below.

  • If your subscription is later changed to None, 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 No Access, in the Diligent One Platform User management section. You cannot create, delete, and edit reports.

  • You can access the Activity Center directly from the Diligent One Platform Launchpad and have roles assigned such as Report Admin, Report Writer, or Report Reader even if:

    • Your subscription is set to None.

    • 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
System Admin Professional

  • Report Admin

  • Report Writer

  • Report Reader

Yes Yes
No Access No

Yes, directly through the Diligent One Platform Launchpad > Activity Center.

 
None No Access Yes No
User Professional
  • Report Admin
  • Report Writer
  • Report Reader
No Yes, directly through the Diligent One Platform Launchpad > Activity Center.
No Access No Yes, directly through the Diligent One Platform Launchpad > Activity Center.
None No Access No No

For more information on creating reports using Activity Center, see: