Report Types
CXO Templates are the uderlying base for every CXO report.
This article elaborates on the different standard templates available within the CXO Template library. Using these templates you can easily create multiple reports to populate and create your very own version of CXO.
It is important to realize that each example report and dashboard described in this article can be built in only a couple minutes. By re-using the standard reporting templates in combination with re-using row and column lists (building blocks), you can create new reports in a couple mouse clicks.
| Icon | Template | Description |
|---|---|---|
| Home Page | This can be used as a Home Page for all applications. It shows the main KPI's and a separate drill down section allowing the user to drill by alternate dimensions that are applicable for the KPI. On the right side, it shows the latest News items. | |
| Financial Statement | This template is the most widely used and appreciated template in the CXO. It is mostly used for classic statements such as a Profit & Loss and Balance Sheet, with drill-down to the underlying detail. Upon selection of a line, the right top pane shows the trend for the last 6 months. Upon the selection of a column (month) in the trend, the pane below provides the detail for that Period with drill down to any dimension available. | |
| If you want to create a report with a flexible number of columns and rows, we recommend using the Multi-Column template. It is a great and flexible way of representing a report that will look exactly the way you want it to look. | ||
| The Waterfall graph is a very popular graph, used to analyze the difference between Actual and Budget (or any other Reference Category). By selecting a bar, the right top pane shows the trend for that specific member. Alternatively, you can drill down in the member hierarchy of the bars. You can filter the value tree through another dimension and the view automatically zooms to the relevant part of the movement. | ||
| This is the ideal template to show trends for different Accounts (and / or members from other dimensions). You can mix line-charts and bar-charts and you can display up to 6 axis-frames into one report. | ||
| With this template you can combine several scenario-trends in one axis-frame. It is possible to show the Actual values through the current period and the Forecast values for the rest of the year. | ||
| This graph has proven to be particularly useful for the analysis of trends and the components these trends are made up of. This is typically used for Working Capital, where the Assets are positive and the Liabilities show up as negative elements of the Total Working Capital. The right top pane gives a more precise overview of the components in the last period. Each of those components in turn can be analyzed for the last 6-month trend. | ||
| The Trends graph gives an easy to use overview of a selected list of Accounts. In the top right pane, the values of these Accounts can be analyzed across the dimensions. By clicking on a member of these dimensions, a drill-down may be available. Absolute value and differences between Actual and Budget (or another Reference Category) are visible. | ||
| Data Entry | The Data Entry report gives the possibility to load external data. The loaded data can be combined with EPM data in multi-source reports. This report has a slightly different look and feel than the most CXO reports. It has an lay-out that is comparable with Excel. | |
| Free Format Template | In addition to the set of standard templates there is also the capability to create your own Free Format templates. Free Format templates are created and formatted in the Design Studio by the Administrator. |