Navigating the Reports app

Reports is an app in Diligent One. You can browse content (reports, dashboards, and presentations) that you have permission to access, manage folders, and perform a variety of individual and bulk actions on content.

How it works

When you open Reports, the Browse page opens.

You can search for content by name or description, and apply filters and sorting options to restrict and organize search results.

Depending on your assigned role in Reports, you can also use the Browse page to manage folders where content is stored, and perform a variety of actions on content.

Browse page overview

The figure below shows the options available on the Browse page using the Thumbnails layout. 

Options

Number

 Option Description
1 Search Content

searches for content you have permission to access by name or description

You can restrict results to certain types of content by clicking .
2 Sort By

sorts results alphabetically by name, or by content you most recently accessed, most recently specified as a favorite, or with the most views or run times

Note

The Sort By > Comments option is not currently supported.
3 Reset resets the Browse page by clearing any search terms or filters that have been applied
4 Layout

displays results using one of the following layouts:

  • Thumbnails displays the names and images of content

    Images are automatically generated for reports, dashboards, and presentations based on their display.

  • List displays detailed information about content in tabular format

    To configure the columns and the order they display, click Columns.
5 Information

displays detailed information associated with a specific content item

Select a piece of content and click .
6 My Content allows you to apply any of the following filters:
  • All displays all content that you have permission to access
  • Draft displays all content that has been saved as a draft and has not been activated
    Note

    This option is only accessible to Report Admins.

  • My Favorites displays all content that you have saved as a favorite, sorted by the content you most recently saved as a favorite
  • Personal Broadcasts displays all reports that you have associated with a broadcast schedule
  • Recent displays all content that you have recently accessed, sorted by the most recently accessed content
  • Hidden displays all reports that have been previously specified to be hidden from the Browse page
    Tip

    If you have been assigned the Report Admin or Report Writer role, you can hide a report from the Browse page if it is a work in progress and you do not want other Reports users to view it. To hide a report from the Browse page, turn off the Browse Page option under Report Settings when you publish a report.

  • Approval Required displays content that requires a specific Reports user's approval before it can be published to a sub folder
7 By Folder

allows you to view content that is stored in a specific folder and sub folder in Reports

My Content Folder and My Content Sub-Folder are the default folders that are automatically created in Reports.

The Diligent One Templates content folder contains two sub folders (Report Templates and Dashboard Templates) that include reports and dashboards that you can copy and customize.

Note

The By Data Source option is not currently supported as Diligent One is the only supported data source.
8 By Tag

displays all content that has been previously associated with a content tag for classification or filtering purposes

To view all reports, dashboards, and presentations that have been associated with the specified content tag, click By Tag, and select the appropriate content tag.

Manage content folders

If you are a Report Admin, you can create, edit, and delete content folders from the Browse page.

Top Level folders can contain one or more sub folders, but do not directly contain content. Sub folders can contain content.

Create a content folder

  1. Open the Reports app.

    The Browse page opens.

  2. Under By Folder, hover your mouse over All or over an existing folder, click , and select New.
  3. Enter the name and description for the folder or sub folder.
  4. Define the folder hierarchy:
    • Top Level creates a new folder
    • Existing content folder creates a new sub folder nested under the existing folder
  5. Click Advanced settings.
  6. Complete the following fields:
    Note

    If you selected Top Level, only the Sort Order field applies.

    FieldDescription
    Sort Order

    defines a sort order for the folder or sub folder

    Specify 0 to sort the folder or sub folder alphabetically.

    Draft Content Default Folder

    specifies that this sub folder will be used to store all draft content initially until the draft content is saved

    You can only have one Draft Content Default Folder in Reports.

    Default View Folder
    Note

    This setting is not supported.

    Version History

    allows historical result sets from KPI reports to be stored for the contents of this folder:

    • Keep Historical Versions restricts the result set by the max size and settings
    • Current Version Only retains current result sets only
  7. Do one of the following:
    • If you selected Top Level, click Submit.
    • If you selected an existing content folder, click the User Access tab, specify how users can access the content in the sub folder, and click Submit:
      • Expert Approval Required to Publish Only specified users can publish content to the sub folder.

        If a user does not have access to publish to the sub folder, an email is sent to the approver to approve the content.

      • Folder Security define the access required to view content in the sub folder
        • Public all users with access to Reports can view content stored in the sub folder, as long as they have access to the individual items
        • Private defines specific people or user groups that can access the sub folder and specifies their level of access:
          AccessDescription
          Editread and edit access to content
          Readread-only access to content
          Delete

          edit and delete access to content

          At least one person must be assigned delete access to the sub folder.

          Note

          The Unsecure option is not supported.

          Note

          Users must be added to Launchpad and must open Reports once before they can work with content in Reports. By default, new users are not assigned access to Reports. For more information about adding users to Launchpad, see Adding and managing users.

Edit or delete a content folder

  1. Open the Reports app.

    The Browse page opens.

  2. Under By Folder, hover your mouse over the appropriate folder or sub folder.
  3. Click , and select Edit or Delete.
    Note

    If a sub folder contains content, you are prompted to move or delete the content in the sub folder before you can delete the folder or sub folder.

Perform actions on content

If you are a Report Admin or a Report Writer, you can perform a variety of actions on reports, dashboards, and presentations. Depending on the content item, the actions you can perform varies, and may include:

  • editing, sharing, or deleting content
  • adding or removing content as a favorite
  • adding content to a dashboard / removing content from a dashboard
  • copying content

To perform actions on content, do any of the following:

  • To perform an action on a single content item, right-click the item, and select the appropriate action.
  • To perform a bulk action on multiple content items, Ctrl+click to select multiple non-adjacent items, or Shift+click to select multiple adjacent items, right-click any selected item, and select the appropriate action.
  • To open a single content item, double-click the item.