Creating your first report

Reports is an app in Diligent One. This quick start illustrates how to create a report in the Reports app, using a report template as a starting point.

Before you start

Reports setup

An administrator must do the following:

  • Assign you the Report Admin or Report Writer role
  • Create content folders and sub folders to store reports

Projects setup

You need to add issues using Projects.

Workflow

1. Copy a report template

  1. From the Launchpad home page (www.highbond.com), select the Reports app to open it.

    If you are already in Diligent One, you can use the left-hand navigation menu to switch to the Reports app.

  2. From the Browse page, under By Folder, open the Diligent One Templates folder and open the Report Templates sub folder.
  3. Right-click the Issues by Owner and Severity Bar Chart, and select Make a copy.

    Result The report opens.

2. Customize the report

  1. Next to Columns, hover your mouse over the following fields, select , and select Delete:
    • Issue Owner
    • Number of Issues
    • Issue Severity
  2. Expand the Issues folder.
  3. Drag in the Issue Title field into the Columns field.
  4. Click the down arrow  next to Issue Title, and select Aggregation > Count.

    Result You have defined the fields in the report.

3. Visualize the data with a chart

  1. Click Charts in the navigation menu.
  2. Click Auto Chart > Select Chart Type.
  3. Select the Pie chart.
  4. Drag Severity into the Color field and drag Count Issue Title into the Size field.

    Result You have visualized the data as a pie chart.

4. Save the report

  1. Click Publish.
  2. Call the report Issues by Severity, and provide a new description, if desired.
  3. Specify the appropriate content folder and sub folder to define where the report will be saved.

  4. Under Report Access, select Public.

    All users that have access to the content sub folder the report is stored in will be able to view the report.

  5. Click the Distribution and Report Settings tabs to define how the report can be distributed, and if the report can be displayed in certain areas in Reports.
  6. Click Save > Activate.

    Result The report is now available to users with the appropriate access.

What to do next