Roles and Permissions
A user can have rights to Read, Edit, Lock and Unlock comments. Read more about User Permissions Regarding Commentsbe given access to read, edit, lock, and unlock comments by the admin. Refer User Permissions for more details.
Narrative Key
The Narrative Key is set in the Settings Panel and defines Dimension defines the dimension(s) used to store the POV comments and is set in the Settings Panel. Usually, the Narrative Key value is set to Yes for every dimension included in the POV. If the Entity, Period and Year dimensions are set to Yes, this means that then the comments can be saved for every Entity, Period and Year combination. Normally you set the Narrative Key value to Yes for every Dimension included in the POVall combinations of these dimensions. An exception could be the Currency/Value Dimension dimension which can be part of the POV but does not require specific comments for every different currency. Additionally Additionally, for dimensions such as Entity, you can select whether the dimension should have a Subsidiary Comments Rollup to the Parent by selecting the option RollUp for one dimension, typically the Entity dimension.
RollUp option.
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Edit / Add Comments
The POV comments are related to the current report and the selected Point of View. These comments can be read by anybody that has access rights to CXO-Cockpit and the specific Point of View.
Possible actions with Comments menu: (Availability depends on user rights, read more about this in the User Roles Regarding Comments section)
- Edit: With this action the user can open the Comments Editor and edit the comment.
- Manage Attachments: With this action the user can attach and manage attachments.
- Copy Children to POV Comments: With this action the user can copy the Comments entered for the Child members (child Entities) to the current level.
- Copy Base to POV Comments: With this action the user can copy the Comments entered for the Base members to the current level.
- Copy from Previous Period: With this action the user can copy the Comments entered in the previous period to the currently selected period.
- Clear: With this action the user can Clear all comments and resets Narrative Template if available.
- View History: When this option is selected, the View & Compare Comments selection screen is opened where every change of the comments is listed.
The Subsidiary Comments are comments that have been entered for the subsidiaries (child values) on the same report for the same Point of View. Any dimension in the POV can be set to have Subsidiary Comments by selecting a Narrative Key value of RollUp in the Report Settings. Only 1 dimension in each report can have the Narrative Key value of RollUp.
Possible actions With Comments menu: (Availability depends on user rights, read more about this in the User Roles Regarding Comments section)
- Copy Children to POV Comments: With this action the user can copy the Comments entered for the Child members (child Entities) to the Parent level.
- Copy Base to POV Comments: With this action the user can copy the Comments entered for the Base members to the Parent level.
- Switch to Base members: With this action the user can switch the view to the comments for the Base level members of the chosen hierarchy
- Copy Children to Bookmark Comments: With this action the user can copy the Subsidiary Comments to the Bookmark Comments
- Copy Base to Bookmark Comments: With this action the user can copy the Base level Comments to the Bookmark Comments
Bookmark Comments
Bookmark comments are related to a bookmark and not to the point of view. Bookmark comments are displayed in Storyboards, CXO Views and reports that were opened from a Bookmark email.
Possible actions with Comments menu: (Availability depends on user rights, read more about this in the User Roles Regarding Comments section)
- Edit: With this action the user can Open the Comments Editor and edit the comment
- Clear: With this action the user can Clear all comments and resets Narrative Template if available
Sharing Narratives & Comments between Reports
Some reports use the comments & narratives of another report. To warn you that you are editing a comment belonging to another report the message 'You are editing the narrative of "XXXXX" report' appears. Your Administrator can set up this functionality.
Line Item Comments
In Multi-Column reports, columns can be added allowing detailed comments at the level of individual line-items within a report. There is not a limit on how many characters can be typed.
The Item Type set in Content Panel determines if a dimension is used to store the Line item comments. Item Type should be set as comment so that Item could be Line Item comment.
To add or edit comments and narratives click the 
icon on the top right of the report page.
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To view the history of the comments:
- Click the down arrow of the
icon from top right of the screen. - Select View and compare changes.
- Select General comments.
- Click View to open the comment.
You can also compare two comments from a list:
- Select the two comments you want to compare.
2. Click Compare.
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To lock comments in a report:
- Click the down arrow of the
icon from top right of the screen.
Choose from the following options:
Option
Description
Lock comments
Lock the comments for the current POV selection
Lock descendants
Lock the comments for the current POV and all its descendants
Unlock descendants
Unlock the comments for the current POV and all its descendants
To unlock comments, click the down arrow of the 
icon from top right of the screen and select Unlock comments.
