Documentation for CXO-Cockpit Reporting Suite 4.2, click for CXO-Cockpit Reporting Suite 4.1 Documentation or check the CXO-Cockpit Website.

Reports

From CXO Cockpit Reporting Suite Documentation

Jump to: navigation, search

Contents

Introduction

CXO Cockpit reports define the main interface for the CXO-Cockpit. Reports are based on templates that allow you to quickly rollout the CXO-Cockpit functionality.

Create a new Report

Create a new Report using the Create New Report wizard

The Create New Report Wizard can be accessed in two ways:

  • By Right clicking a Template from the Report by Template Tree
  • By Selecting the Create New Report button in the Report Administration Ribbon.


The wizard will guide you through the Process. Read more about it in the Create New Report Wizard article.

Create a new Report using the Reports button

In the Maintain Reports Maintenance Screen you can Add, Copy or Delete a Report.
The report object has the  following Attributes:

Name Description
Name Name of the Report
Template Name of the Template on which the Report is based
Source System Name of the Source System
Narrative Template Predefined template for Narrative Tamplates
Master Narratives Report Name of the Master Report


Narrative Template

A Narrative Template is a pre defined format to help users input their comments. Thy are created and maintained in the Narratives section in the Report Administration Ribbon. They are edited using HTML.

View Narrative Template Examples to get an impression.

The Narrative Template can be linked to a Report in the Narrative Template Column, in the Maintain Reports screen, found in the Report Administration Ribbon.


Master Report Functionallitty

A Report can inherrit it's POV Comments from another report. This feature can be Set up in Reports in the Report Administration Ribbon. Here you can set the Master Narratives Report. The Report inherrits it's POV Comments from the Master Narratives Report. The comments can both be edited in the Slave Report and in the Master Report.

Report Template

CXO-Cockpit Templates are the base for every CXO-Cockpit report.

In this article it is explained how the Reports generated for each Template can be configured to show the desired content. Click the link in the Template column.

# Icon Template
01 Image:TemplateIcon Template01.gif Financial Statement
03 Image:TemplateIcon Template03.gif Multi Column
04 Image:TemplateIcon Waterfall02.gif Waterfall
05 Image:TemplateIcon Multichart.gif Multiple Bar & Line Charts
06 Image:TemplateIcon Multiscenarioanalysis.gif Multiple Scenario Analysis
07 Image:TemplateIcon Componentsanaly.gif Components
08 Image:TemplateIcon Ranking02.gif Ranking
09 Image:TemplateIcon Browsertemplate.gif Website
10 Image:TemplateIcon Relativetrend01.gif Relative Trend
11 Image:TemplateIcon Variance02.gif Trends
12 Image:TemplateIcon Valuetree01.gif Value Tree
13 Image:TemplateIcon Benchmark01.gif Benchmark
14 Image:TemplateIcon Portfolio01.gif Portfolio
15 Image:TemplateIcon Accounttrend01.gif Compare Trend
16 Image:TemplateIcon Home.gif Homepage
17 Image:TemplateIcon Home.gif Value Tree Homepage
18 Image:Generic.gif Free Format Template
Personal tools