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Viewers

In version 6.3.2. a new functionality is introduced which gives the possibility to use viewers. Viewers cannot access reports through the report menu but only through storyboards and conversations (shared content) and can only partially change and access the POV.

Access of the viewer

The viewer can login to CXO whereupon the page "My Storyboards" will open with a list of storyboards that have been shared with the viewer. Access to individual reports via the the report menu is restricted for the viewer, as they can can only play shared storyboards or participate in conversations. For the viewer all the POV dimensions are frozen apart from Year and Period. The viewer has the option to edit POV Comments in a storyboard.


The viewer can have access to multiple entities set by the admin in POV Filters, however the entity dimension cannot be adjusted in the POV when playing a storyboard. See below different scenarios of how the storyboard works based on a viewer's Entity POV Filter:

Entity POV Filter Access of viewer How the Storyboard works
One entity

The storyboard will play the reports for this specific entity. Only the Year and the Period dimensions in the POV can be adjusted by the viewer.

One or multiple entities with all its descendants The storyboard will try to play the report for the entity that was selected when the report was added to the storyboard. In case the viewer has no POV filter access to the selected entity in the storyboard, then the storyboard will play with the first entity the viewer does have access to in the POV filter.  Only the Year and the Period dimensions can be adjusted by the viewer.
No entity access The storyboard will play the report for the entity that was selected when the report was added to the storyboard.

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