The An Admin user is the one that can create reports, modify or delete any report, create and modify shared objects like such as variables, formats, cube calculations and , lists, menu groups, menu items etc. All of this can be done by accessing the CXO - Designer.
To access the CXO-Designer, after the admin user logs in to the CXO-Cockpit application, an administration button will be available next to the log out button profile/user buttons in the upper right corner. By clicking on the "CXO-Designer" Button, the admin user will enter in the CXO-Designer.
Types of Administrator
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The Report Creator role can be powerful for functional users that want to create new reports. Reports can be built using any delivered CXO template, or by creating a Free Format Report. The user can create their own custom objects (linked objects), including lists and formats which can only be referenced in the report that they are creating. Additionally, any shared objects that are created in CXO, can also be leveraged and used by the Report Creator.Please refer to the Linked Objects Concept for additional details regarding linked objects.
Please refer to the Free Format Report for additional details.
Once a report is created, an Administrator will have to assign the report into a menu, and assign security access on the report as required.
Please refer to the Convert Free Format Report to Template for additional details.
The Report Creator can also make a copy of any existing report, which will copy the lists that are being used in that report. These lists are copied over as a linked list, which can then be modified by the Report Creator to personalize the report.
Please refer to the Linked Objects Concept for additional details regarding linked objects.
Please refer to the Free Format Report for additional details.
Please refer to the Convert Free Format Report to Template for additional details.
Full Administrator
The Full Administrator role provides full access to all report creation and administration tasks. This includes the role of being able to create, modify and/or delete any CXO related objects such variables, formats, cube calculations and lists, menu groups, menu items etc. Additionally, the Admin user can also create, modify or delete any report.
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Action in CXO-Cockpit | Administrator | Report Creator | |
|---|---|---|---|
Connect CXO-Cockpit to a source system | X | ||
Setup Security, users, menu groups, menu items, etc. | X | ||
Create and modify public objects like variables, formats, cube calculations and lists | X |
| |
Modify or delete any report | X | ||
Create report | X | X | |
Modify or delete own reports | X | X | |
Publish reports in the menu | X |
| |
Create new private objects from scratch or based on a copy of a public object | X | X | |
Promote private objects to public | X | ||
View reports | X | X |