Copying reports and dashboards

Reports is an app in Diligent One. You can copy a report or dashboard as a starting point and customize it, as needed.

How it works

Diligent provides a series of templates that demonstrate the types of reports and dashboards you can create, and the data from the Diligent One apps you can include in your reports. You can copy these templates as a starting point for building out your reports and dashboards, and customize them as needed.

You can also copy existing reports and dashboards that you have previously created to re-use and modify, as desired.

List of templates

The Diligent One Templates folder contains sub folders, and the sub folders contain the following templates:

Sub Folder	Template name	Description
Report Templates	Control Effectiveness Pie Chart	This report visualizes control effectiveness based on the number of controls that passed, failed, or are not yet tested. The filter provides the ability to view a subset of control data based on specific projects. Clicking on a portion of the pie chart offers the ability to drill into further detail.
	Control Testing by Project	This report shows the status of control testing across multiple projects. The filter provides the ability to view a subset of control data based on specific projects. Clicking on a portion of a bar provides the ability to drill into further detail.
	Control Testing Details	This report provides detailed control testing information for all projects, including control attributes and effectiveness evaluations. The filters provide the ability to view control testing data from a subset of projects, or based on effectiveness scoring. URL fields link to the project and control test in the Projects app.
	Inherent vs Residual Risk By Process Objective	This report is a risk heatmap that visualizes the aggregated results of operational risk assessments across multiple projects. It communicates a holistic view of risks affecting the organization, and provides the ability to drill into further detail.
	Issue Count By Type and Project	This cross-tab report provides a total count of all open issues across multiple projects, and subtotals the number of issues per project and type. Each subtotaled count is linked to provide the ability to drill into further detail.
	Issue Details	This report provides detailed information for all open issues across multiple projects. The filters provide the ability to view a subset of issue data based on objective SYS ID, issue owner, severity, and/or issue deficiency type. The Issue URL field links to the individual issue details in the Projects app.
	Issues by Owner and Severity Bar Chart	This chart visualizes the number of open issues assigned to each owner, categorized by issue severity. The filter provides the ability to view a subset of issue data based on specific projects. Clicking on a portion of a bar offers the ability to drill into further detail.
	Issues by Status Pie Chart	This report visualizes the percentage of issues that are in different statuses. Clicking on a portion of the pie chart offers the ability to drill into further detail.
	Project Details	This report provides detailed information for all projects, including project dates and aggregated risk and assurance scores. The filter provides the ability to view a subset of projects. The Project URL field links to the individual project in the Projects app.
	Project Status	This report shows a high-level view of all projects, including project dates, conclusions, and aggregate assurance scores, and provides the ability to drill into further detail.
	Results Transactional Data Summary	This report contains transactional data associated with multiple collections. The bar chart visualizes the number of records and their assigned status per owner, and the cross-tab report provides a total count of all records, and subtotals the number of records per status and owner. The filter provides the ability to view a subset of transactional data based on specific collections.
	Risk and Assurance by Project	This report shows a count of risks, overall project rating, and aggregated inherent, residual, and assurance scores for each project.
	Risk Details	This report provides detailed risk information, including risk impact, likelihood, and inherent and residual risk scores. The report is broken into sections, based on the associated objective. The filter provides the opportunity to view a subset of risk data based on objective name. You can also click through to the individual risk details in the Projects app.
	Strategic Risk and Treatment	This report shows strategic risks and their associated treatments. Sorted by the highest risk heat score, it provides the overall rating for each associated project, and aggregated assurance scores.
Dashboard Templates	Controls Monitoring Dashboard	This dashboard contains two reports that visualize control effectiveness (the number of controls that passed, failed, or are not yet tested), and the status of control testing across multiple projects. The filter provides the ability to view a subset of control data based on specific projects. Both reports provide the ability to drill into further detail.
	Issues Monitoring Dashboard	This dashboard contains three reports. The charts visualize issues by severity and owner, and the percentage of issues in an open and closed state. The cross-tab report provides a total count of all identified issues across multiple projects, and subtotals the number of issues per project and type. All reports provide the ability to drill into further detail.
	Risk Monitoring Dashboard	This dashboard contains two reports. The chart is a risk heatmap that visualizes the results of operational risk assessments across multiple projects, with the ability to drill into further detail. The table shows a count of risks, overall project rating, and aggregated inherent, residual, and assurance scores for each project.

Permissions

Report Admins and Report Writers can copy and customize reports and dashboards.

Copy a report

Open the Reports app.
The Browse page opens.
Do one of the following:
- To copy an existing report that you created, filter or search for the appropriate report.
- To copy a template, under By Folder, navigate to the Diligent One Templates folder, and open the Report Templates sub folder.
Right-click the report and select Make a copy.
The report is copied and the Data tab in Report Builder opens. You can now customize the report, as desired.

Copy a dashboard

Open the Reports app.
The Browse page opens.
Do one of the following:
- To copy an existing dashboard that you created, filter or search for the appropriate dashboard.
- To copy a template, under By Folder, navigate to the Diligent One Templates folder, and open the Dashboard Templates sub folder.
Right-click the dashboard and select Make a copy.
The dashboard is copied and opens in edit mode. You can now customize the dashboard, as desired.
Note
Dashboard templates contain multiple report templates. You must replace all of the existing report templates on the dashboard with the copied versions of the reports.

What's next?

Customize a report

Define fields in a report, visualize data in a report, define relationships between reports, format the report, and save the report: Create a new report
Define which data sets are displayed in a report using filters: Configuring filters in reports
Learn about the different formatting options you can use to configure the design of your report: Formatting reports

Customize a dashboard

Add additional reports to a dashboard, define report relationships, configure the layout of the dashboard, and save the dashboard: Creating dashboards
Define relationships between reports on a dashboard to allow Report Readers to filter data across multiple tables and charts: Configuring filters in dashboards