CXO Viewer

Owned by Migration
Last updated: May 06, 2016 by Former user (Deleted)
3 min read

Introduction

 

CXO-Viewer is the integral part of CXO-Cockpit that allows users to use the Cockpit without logging in. The CXO-Viewer is a simplified presentation mode within CXO-Cockpit that is distributed via a secured URL. CXO-Viewer is ideal to distribute your month-end, quarter-end or flash results to a larger audience. Anonymous users don't require prior training and don't have to worry about menu navigation or Point Of View (POV) selections, because all relevant financial key information is presented in a simple format.

CONTENT

Main Functionality

Analysis

CXO-Cockpit allows users with no or limited knowledge on the source system to take maximum advantage of the 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.

Creating a View

The view is created by a user from the Storyboards dialog, available from the shortcuts panel (top right of the page).

A more detailed description of the Create View process is included in the Create CXO-View article.

Navigation

The CXO-Viewer has an easy to use navigation with page forward and page backward buttons.

The CXO-Viewer that is based on the CXO-Cockpit Storyboard technology has the following (see image) navigation options:

  1. Drop-down with all reports (pages) in this specific View
  2. Move to the beginning page (first page)
  3. One page back
  4. One page forward
  5. Logout from the viewer
  6. The Point Of View bar (inactive) showing the dimension values for the current report
  7. Print the whole view as a book or print a single view page

Note: The CXO-Cockpit menu bar is not visible and the CXO-Cockpit Point of View bar is not active

Printing & Exporting

Any report in the CXO-Viewer can be printed to PDF and Microsoft PowerPoint. Financial Statements, 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.

CXO-Views can be exported/printed as multi page documents. Use the print button to select the format:

  • PDF
  • PowerPoint
  • Excel (only Excel enabled templates will be exported)

The exporting/printing is done asynchronously by the CXO Export Service. You can wait for the job to finish or you can continue analyzing reports and press the Check Export Jobs button later.

CXO-Viewer Security Concept

CXO-Views are easy to create and to email to anybody within the organization. The security profile of the sender is used for the receiver of the View, so the recipient can see the View in the same way as the sender. This could raise questions about a lack of security, but it is not really true. Sending a View is just a (better) alternative for sending out exported or printed documents. Take a look at the following arguments:

  • CXO-Views are fixed for the Point Of View and contain a fixed number of reports, this static behaviour is similar to printed/exported documents
  • CXO-Views can only be opened when you know the unique GUID, this key can not be guessed
  • CXO-Cockpit users decide to whom they want to send out the View and take their own responsibility for this
  • CXO-Views can not be accessed from outside your own network, this is even more secure than exporting/printing where these documents can easilly be brought outside the company