Overview of the Reports app

Roles specify the level of access each user has across the Reports app. There are three roles in Reports: Report Admin, Report Writer, and Report Reader.

Reports app permissions

Content folders are used to organize and store content (reports, dashboards, and presentations), and define who can access content. You need to create at least one content folder and one content sub folder to provide Reports users with access to your organization’s content.

Creating content folders in Reports

Diligent One is the single data source that provides connectivity to the Diligent One data repository for your organization. 

Views are components that define the categories and fields from Diligent One that you can use to build a report. Fields are specific columns of data and categories are logical groupings of fields within a View.

Defining report data with Views

A report is a collection of fields presented in tabular format. The reports you can build depend on the data associated with a given Diligent One View. You visualize report data in multiple charts.

Creating reports

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.

A dashboard is a communication platform that allows you to display multiple reports and charts on a single page. Dashboards are normally organized by subject and type. A typical dashboard is designed with high level reports, with the ability to drill down to more detail, when required.

A presentation is a communication platform that displays multiple reports, charts, and rich content in a single presentation. Before creating a presentation, you must create at least one report or chart to include in the presentation.