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Introduction
Accessing Open the website https://catalog.cxosoftware.com/ to acces the CXO Catalog. On this website the admin of CXO can create a user account to login to the content of the Catalog. On this website The CXO Catalog gives access to different types of reports can be foundand content. Next to this the admins from different companies can interact with each other to discuss content, rate the reports and explain to each other why a certain report is so useful.
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If there is a report that might be of your interest you can open it.
Download report to own CXO application
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After opening the report lots of information can be found. What type of report, a preview, where it is used for. Please leave your own comments in this report as well and rate the report after using it.
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Enable the Privacy Policy and press the 'add to CXO' button to open the wizard (if you are not logged into your application it first demands you to log into your CXO application).
The Wizard
This navigates your via a number of steps to get the report working. Often the source system and a list needs to be selected to be able to create the report. Follow the instructions until the wizard (on the right side of your screen) is finished.
When the last step of the wizard is finished click the 'Create my report' button
The report is created and added to your own CXO application. The report can be used as an normal report now. You can change the lists, remove, adjust, add objects. All normal report admin tasks can be done on this new added report.
Important NOTE: Make sure to set the correct POV applicable to the report. This will not be guided via the Wizard.
