Documentation for CXO-Cockpit Reporting Suite 4.2, click for CXO-Cockpit Reporting Suite 4.1 Documentation or check the CXO-Cockpit Website.
Free Format Template
From CXO Cockpit Reporting Suite Documentation
Introduction
Contents |
How to create a new Template
You can find the Create New Template button in the Report Administration ribbon.
The Wizard will guide you through the steps to create an empty Template. The Template Settings tab consists of the following fields.
| Name | Manditory | Description |
| New Template Name | Yes | Name of the Template |
| Help Text | No | Additional |
| Also Create a Report | Yes | Automatically create a Report From the Template |
| New Report Name | Yes | Name of the Report (applicable if chosen to create a Report) |
| Select a Source System | Yes | Select a Source System for the Report to get it's data from (applicable if chosen to create a Report) |
The Menu & Authorization tab is only used if you have elected to create a report. In this tab you select the following:
- Select a Menu to contain the report
- Select which User Groups have acces to the Report
Design Mode
Introduction
You can Format a Free Format Template in Design Mode. Design Mode is Turned on by clicking the Edit Layout in the Layout Ribbon.
Add / Edit / Delete Controls
In the Design Mode you can Add, Edit and Delete Controls.
- Add: To add a Control click the desired Control and enter the Basic Parameters. Read more about these parameters in the available Controls Section
- Edit:
- Change Properties: Right click the Control to select Properties... Here you can change the Name, the size and if it shoud Show a Border.
- Move Control: Just drag the control to it's destination.
- Delete: Right click the Control to select Remove
Available Controls
| Control | Description |
| Table | The Table Control allows you to enter a (Multi-Collumn) Table |
| Multiple Bar & Line Charts Control | Bars And Lines Chart |
| Comment | The Comment Control provides the Comments & Narratives Functionallity |
| Bridge | The Bridge shows the positive or negative contribution of a region or any analytical dimension member to the deviation between two categories for an account. |
| Pie Chart | Pie Chart |
| Browser Control | With the use of the Browser Control you can enter a web element. (E.g. Web page, a picture, etc.) |
| Container | A Container "Contains" the Controls used in the template. A container can be used for one control or can hold several controls (All controlls come with their own Container) |
| Label | The Label Control is used to enter any text (Not changable in in the cockpit itself) |
Template / Report Parameter
You can set all Parameters per Control. In order to recognize which parameter belongs to which control, every Template Parameter or Report Parameter is preceded with the name of the control. The name is made up of the type of the control and a number.
Example
See the Create a 'About us' Free Format Template article on how to create your first free format template.
