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