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
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 | | Financial Statement |
| 03 | | Multi Column |
| 04 | | Waterfall |
| 05 | | Multiple Bar & Line Charts |
| 06 | | Multiple Scenario Analysis |
| 07 | | Components |
| 08 | | Ranking |
| 09 | | Website |
| 10 | | Relative Trend |
| 11 | | Trends |
| 12 | | Value Tree |
| 13 | | Benchmark |
| 14 | | Portfolio |
| 15 | | Compare Trend |
| 16 | | Homepage |
| 17 | | Value Tree Homepage |
| 18 | | Free Format Template |
