About Reports on NAVEX One

It is essential to consider the role and system permissions assigned to each user in the PolicyTech, COI Disclosures, and Ethics & Compliance Training applications for accessing reports. Additionally, it is important to know that each report can vary in scope and presentation, thereby limiting the ability to save certain reports as either System Saved Reports or My Saved Reports and also restricting the use of certain reports in a Dashboard Widget.

The below tables list the role and system permissions required to access each report and indicates whether the report can be added as a System Saved Report, My Saved Reports, or used in a Dashboard Widget.

Administrative reports

Report Name	Roles with Access	System Permissions with Access	Can be added to System Saved Reports	Can be added to My Saved Reports	Can be added to Dashboard Widget
Failed Logins Due to Insufficient Licenses	none	Administrator IT Settings	No	No	No
Users Currently Logged In	none	Administrator IT Settings	No	No	No
Dedicated Licenses	none	Administrator	No	No	No
Training License Pool Usage	none	Administrator IT Settings	No	No	No

Assessment reports

Report Name	Roles with Access	System Permissions with Access	Can be added to System Saved Reports	Can be added to My Saved Reports	Can be added to Dashboard Widget
Assessment Results by Content	Document Owner Assessment Owner	Administrator Report Manager	Yes	Yes	No
Assessment Results by User	Manager	Administrator Report Manager	Yes	Yes	No
Assessment Statistics	Document Owner Assessment Owner	Administrator Report Manager	Yes	Yes	No

Report Name

Roles with Access

System Permissions with Access

Can be added to System Saved Reports

Can be added to My Saved Reports

Can be added to Dashboard Widget

Assessment Results by Content

Document Owner

Assessment Owner

Administrator

Report Manager

Yes

Assessment Results by User

Manager

Administrator

Report Manager

Yes

Assessment Statistics

Document Owner

Assessment Owner

Administrator

Report Manager

Yes

Campaign reports

Report Name	Roles with Access	System Permissions with Access	Can be added to System Saved Reports	Can be added to My Saved Reports	Can be added to Dashboard Widget
Tasks by Campaign - Current	Campaign Owner	Administrator Report Manager	Yes	Yes	No
Tasks by Campaign - All	Campaign Owner	Administrator Report Manager	Yes	Yes	No
Campaign Statistics	Campaign Owner	Administrator Report Manager	Yes	Yes	No

Report Name

Roles with Access

System Permissions with Access

Can be added to System Saved Reports

Can be added to My Saved Reports

Can be added to Dashboard Widget

Tasks by Campaign - Current

Campaign Owner

Administrator

Report Manager

Yes

Tasks by Campaign - All

Campaign Owner

Administrator

Report Manager

Yes

Campaign Statistics

Campaign Owner

Administrator

Report Manager

Yes

Content reports

Report Name	Roles with Access	System Permissions with Access	Can be added to System Saved Reports	Can be added to My Saved Reports	Can be added to Dashboard Widget
Content Workflow Assignments by Title	Document Owner Assessment Owner Campaign Owner Proxy Author	Administrator Report Manager	Yes	Yes	No
Content Item Count by Owner	Document Owner Assessment Owner Campaign Owner Proxy Author	Administrator Report Manager	No	Yes	No
Content Accessed	Document Owner Assessment Owner Campaign Owner Proxy Author	Administrator Report Manager	Yes	Yes	Yes
Content Duration in Workflow	Document Owner Assessment Owner Campaign Owner Proxy Author	Administrator Report Manager	No	Yes	No
Linked Content	Document Owner Assessment Owner Proxy Author	Administrator Report Manager	No	Yes	No
Content within Date Range	Document Owner Assessment Owner Campaign Owner Proxy Author	Administrator Report Manager	No	Yes	No
Content Approved as of a Specific Date	Document Owner Assessment Owner Campaign Owner Proxy Author	Administrator Report Manager	No	Yes	No
Change Summary	Document Owner Assessment Owner Campaign Owner Proxy Author	Administrator Report Manager	No	Yes	No
Print Multiple Documents	Document Owner	Administrator Report Manager	No	No	No
Content Details	Document Owner	Administrator Report Manager	Yes	Yes	No

Exception reports

Report Name	Roles with Access	System Permissions with Access	Can be added to System Saved Reports	Can be added to My Saved Reports	Can be added to Dashboard Widget
Exceptions by Content	Document Owner	Administrator Report Manager	No	Yes	No

Report Name

Roles with Access

System Permissions with Access

Can be added to System Saved Reports

Can be added to My Saved Reports

Can be added to Dashboard Widget

Exceptions by Content

Document Owner

Administrator

Report Manager

Yes

My Tasks & Assessments reports

Report Name	Roles with Access	System Permissions with Access	Can be added to System Saved Reports	Can be added to My Saved Reports	Can be added to Dashboard Widget
Assessment Results	All	All	No	No	No
Assessment Certificates	All	All	No	No	No
Owner - Periodic Review Tasks	Document Owner Assessment Owner Campaign Owner	None	No	No	No
My Tasks	All	All	No	No	No

Tasks by Content reports

Report Name	Roles with Access	System Permissions with Access	Can be added to System Saved Reports	Can be added to My Saved Reports	Can be added to Dashboard Widget
Tasks by Content - Current	Document Owner Assessment Owner Campaign Owner Proxy Author	Administrator Report Manager	Yes	Yes	Yes
Tasks by Content - All Tasks	Document Owner Assessment Owner Campaign Owner Proxy Author	Administrator Report Manager	Yes	Yes	Yes
Content Due for Periodic Review	Document Owner Assessment Owner Campaign Owner Proxy Author	Administrator Report Manager	Yes	Yes	Yes
Content with Links to Update	Document Owner Proxy Author	Administrator Report Manager	Yes	Yes	No

Tasks by Group reports

Report Name	Roles with Access	System Permissions with Access	Can be added to System Saved Reports	Can be added to My Saved Reports	Can be added to Dashboard Widget
Writer Groups	Manager	Administrator Report Manager	Yes	Yes	Yes
Reviewer Groups	Manager	Administrator Report Manager	Yes	Yes	Yes
Approver Groups	Manager	Administrator Report Manager	Yes	Yes	Yes
Assignee Groups	Manager	Administrator Report Manager	Yes	Yes	Yes

Tasks by User reports

Report Name	Roles with Access	System Permissions with Access	Can be added to System Saved Reports	Can be added to My Saved Reports	Can be added to Dashboard Widget
Tasks by User - Current	Manager	Administrator Report Manager	Yes	Yes	Yes
Tasks by User - All Tasks	Manager	Administrator Report Manager	Yes	Yes	Yes
Owner - Periodic Review Tasks (by User)	Manager	Administrator Report Manager	Yes	Yes	Yes
Owner - Links to Update Tasks	Manager	Administrator Report Manager	Yes	Yes	No

User reports

Report Name	Roles with Access	System Permissions with Access	Can be added to System Saved Reports	Can be added to My Saved Reports	Can be added to Dashboard Widget
Content Assignments by User	Manager	Administrator Report Manager	Yes	Yes	No
Content Accessed by User	Manager	Administrator Report Manager	Yes	Yes	Yes
Users Canceled Mark as Read	Manager	Administrator Report Manager	No	No	No
User Permissions	None	Administrator Company / User Report Manager	Yes	Yes	No