Downloading pre-built and custom reports
Download reports to easily extract information from the Projects app, review project progress and sign-offs, and send information to external stakeholders.
Types of reports
There are different types of reports you can download:
- Pre-built reports Default one-click reports that evolve automatically as the project progresses.
- Custom issues reports Customizable reports that allow you to report on issues across all projects in the Diligent One instance.
- Impact reports A subscription-based service that allows you to define a one-click report template, tailored to your needs.
Note
Reports display all entered data, regardless of whether a field or tab is enabled or disabled in the user interface.
Uses across industries
Audit | Compliance | Information Technology | Risk Management | Accounting and Finance | Public Sector |
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Pre-built reports
Download pre-built reports from any of the fieldwork pages or quickly download all project-specific reports by selecting the Results tab, and then selecting Fieldwork Reports.
Permissions
Pre-built reports are only accessible to users assigned the Professional Manager, Professional User, Oversight Executive, or Oversight Reviewer role.
Available reports
To quickly generate reports and provide optimal performance, some reports open immediately in a new tab, while others are offered first as a download.
Note
- Interface terms are customizable, and fields and tabs are configurable. In your instance of Diligent One, some terms, fields, and tabs may be different.
- If a required field is left blank, you will see a warning message: This field is required. Some custom fields may have default values.
Report name | Description | File format(s) | Steps to locate report |
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OrganizationName Project Report |
provides summary information for the project as a whole Note
The following limitations apply:
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Narratives (project) |
provides all narratives associated with a specified objective in the project, and sign-off information and related controls for each narrative |
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Narratives (framework) | provides all narratives associated with a specified objective in the framework, and sign-off information and related controls for each narrative |
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Risk Control Matrix (project or framework) |
provides risk and control information associated with a specified objective in the project or framework |
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To generate a Risk Control Matrix report that displays a single objective:
To generate a Risk Control Matrix report that displays all objectives:
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Walkthroughs |
provides walkthrough information associated with a specified objective in the project and sign-off information for each walkthrough |
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To generate a report that displays walkthroughs within a single objective:
To generate a report that displays walkthroughs within all objectives:
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Test Plan (project) |
provides test plan information associated with a specified objective in the project and sign-off information for each test plan |
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Test Plan (framework) | provides test plan information associated with a specific objective in a framework and sign-off information for each test plan |
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TestingRound Project Testing Results |
provides test information associated with a specified objective in the project and sign-off information for each test |
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To generate a TestingRound Project Testing Results report that displays a single objective:
To generate a TestingRound Project Testing Results report that displays all objectives:
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Complete Issue Report |
provides a full issue report from a single project |
Microsoft Excel (.xls) |
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Issue Summary |
summarizes information for all issues from a single project |
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Issue Details |
provides information about all issues in detail from a single project |
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Consolidated Issues Spreadsheet |
lists the details of each issue across multiple projects on a separate row |
Microsoft Excel (.xls) |
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Consolidated Issues Summary |
lists summary information for each issue across multiple projects on a separate row |
Microsoft Excel (.xls) | |
Consolidated Details Issues Report |
lists detailed information for each issue across multiple projects |
Microsoft Excel (.xls) | |
OrganizationName Consolidated Report |
lists detailed information for each issue across multiple projects in a formatted report |
Microsoft Excel (.xls) | |
Issue Actions |
provides information about all actions associated with issues from a project |
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Progress |
provides progress summary information in four different charts:
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Adobe Acrobat (.pdf) |
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Project Planning |
provides all project dates associated with a specific project, including:
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Microsoft Excel (.xlsx) |
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Request list open items |
provides information about all open request items in a project |
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Time Entries | provides the ability to report on time usage in a single project |
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Time Reporting | provides the ability to report on time usage across all projects in the Diligent One instance |
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My to-do Log |
provides a to-do item tracking log that shows to-dos assigned to you and those assigned by you in the project or framework |
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Activity Log |
provides a detailed listing of all logged items and the field-level changes associated with each item |
Microsoft Excel (.xlsx) |
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Compliance Summary Report | provides summary information about requirements, including mapped controls and open issues | Microsoft Excel (.xlsx) |
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Assurance Plan Report |
provides summary information about the scope of assurance activities, the areas of coverage, and the availability of resources |
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Custom issues reports
Create a custom issues report to report on issues across all projects in the Diligent One instance.
Permissions
Only Professional Managers and Professional Users can create custom reports.
Create a custom issues report
- Open the Issue Tracker app.
- Use the Issue Report Builder to search or filter issues.
Only Professional Managers or Professional Users can filter by issue state. Published issues are displayed by default. Users assigned the Oversight Executive, Oversight Reviewer, Contributor Tester, or Contributor User role can only view published issues.
NoteFilters are based on AND (not OR) operators. For example, if you add two conditions (Status = Open AND Severity = High), the issues displayed include those that have a status of "Open" and a severity rating of "High."
- Optional. To remove an applied filter, click the "x" next to the appropriate filter.
- Optional. Sort issues using the options next to Sort by.
- Enter a name for the report.
- Click Save this report.
Result The report displays under All Issues in the Saved Reports panel.