Main Functionality

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.

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.

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.

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.

Documentation

Regular Users