Main Functionality

Login

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In order to login to

CXO

open your internet browser and go to your CXO

URL. If you don't know the URL, please contact your

Administrator. Provide your

Username, Password and Application in which you will choose the desired source and press

Login to enter

the application. Based on the security provider used you will be able to

Change your password. There are

a couple of security providers:

Proprietary Security

• Active Directory Security
• LDAP Security
• /wiki/spaces/CXO/pages/2806775842

Home Report

The first screen the end-user sees after logging into CXO

is a

home page report. This

report can be specifically set for each

User or User Group for all

application.

Other option is to let all users enter at a default Home Page Report. A standard template for the Home Report page can be used and more details can be found in the Home Page article. Alternatively any other style of report could be used for the Home

Report.

Report Centering

CXO

Software will automatically center all reports within the available space determined by the device

on which the user is accessing the application. If the user zooms the display, the application will arrange the display of the objects within the report for optimal viewing by the user.

Reports & Analysis

CXO

Software allows

a user with no or limited knowledge of the source system to take maximum advantage of

an OLAP analysis. Every report has a pre-defined logical analysis flow that guides

the user from high level overviews to detailed analysis. Check the analytical capabilities per report in the CXO-Cockpit Templates article.

Navigation

The user can navigate through CXO

Software reports by browsing

through menu groups. Each report in the menu has a unique name explaining the contents of the report.

Each menu item

is represented by a report preview, which gives a user immediate understanding of how the report looks and which CXO-Cockpit Template has been used to create it. If

the user cannot identify in which menu group the report is stored

, open

any menu

and

by typing the name, or part of the name

of the report

, all reports that match the wildcard search criteria will be shown, regardless of the folder they are in.  

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Another way of navigating through reports is the

Storyboard functionality, find more out about this functionality

in the Storyboard article.

Navigation within

reports is very intuitive.

Options include:

• Changing

• the Point Of View (POV)
• Drill down along dimensions
• Change the

• report Scale and Precision

Storyboards

The

Storyboard is

a powerful

functionality to share CXO

Software information with each other.

Storyboards can be used to prepare management books or

be a guideline for management meetings. Read more about the

Storyboard functionality here.

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Adding Comments to Reports

Valuable additional written information can be communicated and exchanged via a Microsoft Word style-editor within

CXO-Cockpit

by using the POV (

Point of

View),

Subsidiary and

Bookmark comments.

If the

comments area is available on a report, then you can add narratives and/or comments. The comments are attached to the specific report and the current POV. Read more about editing comments in the

Commentary article.

CXO

Software as communication platform

CXO

Software is an interactive platform that allows end-users to communicate with each other about the financial results as shown in the reports. The following functionality is embedded for communication:

• /wiki/spaces/CXO/pages/2806776986,

• sends an email containing the current screen state

• , optionally to include a personal note
• Email Storyboard, send a full

• Storyboard (presentation) to another user
• /wiki/spaces/CXO/pages/2806777048, send

• an Anonymous User Viewer version of the

• Storyboard via an email

• link to someone without assigned access to CXO-

• Cockpit 

Printing & Exporting

Any report in CXO

Software can be printed to PDF

or Microsoft PowerPoint

.  Financial Statement, Multi-Column, Home Page and Free Format templates with Table objects can be exported to Microsoft Excel

. Read more on printing and exporting single

pages in the Print/Export Reports article.

Management books can be created by printing/exporting full

Storyboards. Read more on printing and exporting

Storyboards in the Export Storyboard article.