Point of View (POV) and Subsidiary Comments

Point of View Comments

To make your reports more effective, you can use POV comments to display more details related to the current report and the selected POV. These comments are visible to everyone that have access rights to CXO and to the selected POV. There are no character limitations for POV comments.

Open

Depending on the Type of User the following options can be used for the POV comments:

• Add/Edit comments

  • Manage attachments

• Subsidiary Comments

  • Copy from children

  • Copy from base

  • Copy from previous period

Add/Edit Comments

To add a POV comment:

1. Click the editor icon.
   
   

   Open

   

2. Add or edit your comments and click Save.

Users can also insert attachment(s) to the POV Comments, which can be the illustration to the main POV comments (i.e. additional charts and substantial pieces of text).

Click the (…) icon from the comments box to see these options:

Manage attachments

With this option the user can attach and manage attachments.

Attachment features and requirements:

• Attachments should be of the types, .txt, .doc, .xls, .ppt, or .pdf and should not exceed 20MB in size.

• Every action with an attachment is tracked and visible in the View history window. The possible actions are Attachment added and Attachment deleted.

• The attachments functionality follows the same security policy as for the regular narratives:

  • Reader can only view attachment; Editor, Locker and Unlocker can add and delete attachments etc.

• Attachments are displayed at the bottom of the POV comments box. The name and size of the attachment are shown with an appropriate icon representing the file type.

• If there are no POV comments, then they should be created at the time of adding the first attachment.

• If the user exports the report, then the attachments are not shown at the bottom of the POV comments box.

• If the report uses master narratives report functionality, then the same rules are applied as for the regular POV comments.

To attach a file to the comment:

1. Click Manage attachments.

2. Click Upload a file.

If a comment already has other attached files, the user can see the list from here, along with the options to upload or delete a file.

Subsidiary Comments

Subsidiary Comments are comments that have been entered for the subsidiaries (child values) on the same report for the same POV. 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 Subsidiary comments menu (availability depends on User Roles):

Copy from children:

With this action the user can copy the comments entered for the child members (child Entities) to the parent level.

Copy from base: 

With this action the user can copy the comments entered for the base members to the parent level.

Copy from previous period:

With this action the user can copy the comments entered in the previous period to the currently selected period.

Please note that all copies add to the POV comments and do not overwrite what has already been written.

Difference between subsidiary and regular POV comments

• Copy from previous period copies only POV comments and not attachments.

• Subsidiary Comments do not display the child entity attachments.

• Copy Subsidiary Comments copies only the Subsidiary Comments and not any child entity attachments.