Documentation for CXO-Cockpit Reporting Suite 5.0, click for CXO-Cockpit Reporting Suite 4.3 Documentation or check the CXO-Cockpit Website.

CXO-Cockpit

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CXO-Cockpit
CXOCockpit Example Report.png
Details
Productname CXO-Cockpit
Current Version 5.0
Technology Web technology, IE compatible

Introduction

Welcome to the documentation portal of CXO-Cockpit. Use this Wiki style portal to find out how the CXO-Cockpit features should be used. Find answers to your questions using the search functionality, tips and tricks section or read the FAQ.

Main Functionality

Login  

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In order to login to the CXO-Cockpit open your internet browser and go to your CXO-Cockpit URL. If you don't know the URL contact your CXO-Cockpit Captain. Provide your username, password, source and press login to enter CXO-Cockpit. Based on the security provider used you will be able to change your password. There are two security providers:





Home Report  

The first screen the end-user sees after logging into CXO-Cockpit is a Home Report Page. This home report can be specifically set for each user for all applications. It is the first Report that the user will see when logging into the CXO Application.   A standard template for the Home page can be used and more details can be found in Home Page article. Alternatively any other style of report could be used for the Home Page Report.

Report Centering

CXO-Cockpit will automatically center all reports within the available space determined by the device that the user is accessing the application. If the user zooms the display the application will arrange the display of the objects within the report for optimal viewing by the user.

Reports & Analysis

CXO-Cockpit allows you with no or limited knowledge of the source system to take maximum advantage of the OLAP analysis. Every report has a pre-defined logical analysis flow that guides you from high level overviews to detailed analysis. Check the analytical capabilities per report in the CXO-Cockpit Templates article.

Navigation

Report Menus.png
You can navigate through CXO-Cockpit reports by browsing the menu. Each report in the menu has a unique name explaining the contents of the report. The icon of the menu item represents the report preview, which gives a user immediate understanding of how the report looks and which CXO-Cockpit Template has been used to create it. If you do not know in which menu the report is stored you can open the menu on any place and start typing the name, or part of the name, of the report. All reports that match the search criteria will be shown, regardless of the folder they are in.

Another way of navigating through reports is the StoryBoard functionality, find more out about this functionality at the StoryBoard article.

Navigation within Reports is very intuitive. Possibilities are:

  • Changing The POV (Point Of View)
  • Drill down along dimensions
  • Change the reports Scale and Precision

StoryBoards 

The StoryBoard is an extremely powerful tool to share CXO-Cockpit information with each other. StoryBoards can be used to prepare management books or can be a guideline for management meetings. Read more about the StoryBoard functionality here.


Create storyboard shortcut.png
Instrument Panel Storyboards2.png


Adding Comments to Reports

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Valuable additional written information can be communicated and exchanged via a Microsoft Word style-editor within the CXO-Cockpit itself by using the POV (point of view), Bookmark and Subsidiary comments.

When the comment area is available on a report then you can add narratives/comments. The comments are attached to the specific report and the current POV. Read more about editing comments in the Comments and Narratives article.


 CXO-Cockpit as communication platform

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 CXO-Cockpit is an interactive platform that allows end-users to communicate with each other about the financial results as shown in the reports. The following functionality is embedded for communication:
  • Email Bookmark, send an email containing the current screen state and include a personal note
  • Email StoryBoard, send a full StoryBoard (presentation) to another user
  • CXO-Viewer, send a viewer version of the StoryBoard via an email link to a user outside the CXO-Cockpit user community

Printing & Exporting

Print reports 1.png
Any report in CXO-Cockpit can be printed to PDF and Microsoft PowerPoint, all reports containing data grids can be exported to Microsoft Excel as well. Read more on printing and exporting single pages in the Print/Export Reports article.

You create management books by printing/exporting full StoryBoards. Read more on printing and exporting StoryBoards in the Export StoryBoard article.

Help & Support

Additional Help & Support options:

External links