Reports app settings
Reports is an app in Diligent One. No extensive setup and configuration for Reports is required, but there are some basic tasks that must be completed before your organization can use the app.
Task | Description | Information |
---|---|---|
Create default Reports sub-folder | Create a location where Reports can store all draft reports. | Enable report creation in Reports by assigning a default sub-folder |
Assign roles to users in Reports | Grant users access to Reports. | Reports app permissions |
Create user groups |
Specify the level of access specific groups of people have to reports and dashboards. |
Creating user groups in Reports |
Create content folders | Organize and store reports, and define who can access content within the folders. | Creating content folders in Reports |
Optional settings
Report Admins can customize content tags in Reports. Configuring these settings is optional.
Setting | Description | Information |
---|---|---|
Content tags | Create content tags to classify reports, dashboards, and presentations and easily filter for content on the Browse page. | Creating content tags in Reports |