Import a Diligent Entities Report into Diligent Boards

Note

An organisation must be selected for the Report Service Account in order to generate available reports in Diligent Boards. Reports will automatically update every 24 hours.

To share a Diligent Entities Report with a user of Diligent Boards:

  • (In Diligent Boards) right-click Resource Centre icon and select the Edit Resource Centre option.

The Edit Resource Centre screen displays.

  • Select the Pencil icon (located on the right-hand side of the screen).

The Edit item screen displays.

  • Select Append Document.

A new Item Entry field displays at the bottom of the list.

  • Select OK.

The Edit Item screen closes and the view returns to the Edit Resource screen.

  • Select the down arrow located next to the Upload option and select the Associate with Feed option from the Upload dropown menu.

A list of Diligent Entities Reports, associated with the selected Company, will display.

  • Select the title of the Report to be shared in order to select it.
  • Select OK.

The selected Report will populate the empty item name field.

View the imported report

To view the imported report:

  • (In Diligent Boards) right-click the Resource Centre icon and select the Edit Resource Centre option.
  • The Edit Resource Centre screen displays a list of existing and imported reports.
  • Select the View link against the relevant report to open and view it.