CXO-Cockpit Report Types

CXO-Cockpit Templates are the base for every CXO-Cockpit report.

This article will elaborate on the different standard templates which are available in the CXO-Cockpit template library. Based on every one of these templates you can easily create multiple reports to populate and create your very own version of CXO-Cockpit.

It is important to realize that all the example reports and dashboards that are described in this article can be built within only a couple of minutes per dashboard. By re-using the standard reporting templates in combination with re-using row and column lists (building blocks), you can create new reports within a couple of mouse clicks.

Icon	Template	Description
	Financial Statement	This template is the most widely used and appreciated template in the CXO-Cockpit. It is mostly used for classic statements such as a profit and loss and balance sheet, with drill-down to the underlying detail. Upon selection of a line, the right top pane shows the trend for the last 6 months. Upon the selection of a column (month) in the trend, the pane below provides the detail for that period with drill down to any dimension available.
	Multi-Column	If you want to create a dashboard with a flexible number of columns and rows than, we recommend using the Multi-Column template. It is a great and very flexible way of building up a report that will look exactly the way you want it to look.
	Waterfall	The waterfall graph is a very popular graph, used to analyze the difference between actual and budget (or any other reference category). By selecting a bar, the right top pane shows the trend of that specific member. Alternatively, you can drill down in the member structure. You can filter the value tree through another dimension and the view automatically zooms to the relevant part of the movement.
	Multiple Bar & Line Charts	This is the ideal template to show trends for different accounts (and / or members from other dimensions). You can mix line-charts and bar-charts and you can display up to 6 axis-frames into one report.
	Multiple Scenario Analysis	With this template you can combine several scenario-trends in one axis-frame. It is possible to show the Actuals through the current period and the Forecast for the rest of the year.
	Components	This graph has proven to be particularly useful for the analysis of trends and the components these trends are made up of. Typically this one is used for working capital, where the assets are a positive and the liabilities show up as negative elements of the total working capital. The right top pane gives a more precise overview of the components in the last period. Each of those components in turn can be analyzed for the last 6-month trend.
	Ranking	This ranking dashboard gives you a quick overview of the best and worse performers, based on the account groups defined for your organization. The ranking can be done on absolute values (of actuals or any other reference category) or on the better/worse variance. By showing both the top and bottom performers, you instantly see the companies/products/markets etc. that require specific attention.
	Website	With this Template we can either connect to the internet (enter a url) or display a page stored on the web-server.
	Relative Trend	The ratio analysis is often used to detect odd movements in certain revenues or costs. By analyzing costs types as a percentage of the total costs or total revenues, high volatility in the graph signals a strange movement in the costs. By switching to the absolute values, users can quickly analyze if the movement is a notable event. Drilling down to lower level entities gives users even more flexibility to analyze the numbers.
	Trends	The trend graph gives an easy to use overview of a selected group of accounts. Normally a related group of accounts is available in the account selection. In the right top pane, the numbers of these accounts can be analyzed across the dimensions. By clicking on a member of these dimensions, a drill-down is available. Absolute value and differences between actual and budget (or any other reference category) are visible.
	Value Tree	A value tree gives a break down of the results or ratio's. The benefit of this graph is that it gives an instant cause-and-effect overview with color codings to indicate the better/worse variance. Although the content can be exactly the same as the content of a profit and loss or other financial statement (as in template 1), executive members usually prefer this presentation more. The value tree is best used for high level ratio's such as ROCE and EVA.
	Benchmark	The benchmark report is used to benchmark the results of the selected company with other groups of companies in the organization. A company can define multiple benchmark groups. Different benchmark reports can be set-up for different accounts. Often, these reports are used to benchmark profitability ratio's or receivable days. The benchmark reports are authorized to view other companies' data (as an exception to the standard rule).
	Portfolio	The portfolio graph is a special graph that shows the dependency between 3 related variables. When carefully selected, this graph can give excellent insight in for example the relation between price, volume and revenues or receivables, payables and working capital. Drill-downs and 6-month trends are available for all bubbles.
	Compare Trend	This graph is a request from community members that want to analyze two related accounts in one graph. Typically this graph is used to analyze receivables and receivable days, or prices and volume. In the right top pane, the numbers are broken down into the underlying entities. Clicking on these entities, gives the user the ability to analyze the numbers broken down into their underlying entities.
	Home Page	This can be used as a Home Page for all applications. It shows the main KPI's and a seperate drillable section allowing the user to drill by alternate dimensions that are applicable for the KPI. On the right side, it shows the latest news items.
	/wiki/spaces/CXO/pages/5505136	In addition to the set of standard templates there is also the capability to create your own free format templates. Free format templates are created and formatted in Design Studio by the CXO-Cockpit Captain.