Reporting Cockpit (Review) 

Use

This reporting cockpit is located in the portfolio management context. It displays charts and tables for the items or initiatives associated with the current review.

You navigate to this Reporting Cockpit, by choosing Portfolio Management. Click Reviews, select one review, then click the Reporting Cockpit link. This opens the Reporting Cockpit screen.

Prerequisites

You have specified the cockpit pattern under Administration ® Custom Configuration, by choosing Cockpit Pattern in the Pattern field and ReviewAnalytics in the View/Edit Configuration field. Then you clicked Load.

Features

Tray Navigation:

·         To expand all trays, click the overlapping triangles icon pointing down, at the top right.

·         To collapse all trays, click the overlapping triangles icon pointing up, at the top right.

·         To expand/collapse individual trays, click the icon at the top right of respective tray.

For any graph or chart, you can do the following:

·         Use the magnifying glass icon with a plus sign to magnify the graph/chart.

·         Use the magnifying glass icon with a minus sign to reduce the graph/chart.

 

In a table, you can do the following

Action	Steps
Search for an item or initiative	Sort	Sort the item or initiative list by columns. Click the heading of the column to sort in ascending order. Click again to sort in descending order.
	Filter	The first row is for filtering the item list. Enter a string of characters to filter the items or initiatives containing the string. Enter search strings in multiple columns to narrow the search results. Special characters are not permitted.
View/Edit item or initiative settings	Click the name of the item or initiative to open the item and see Item Overview or Initiative Overview.
Navigate	Scroll	The triangles at the bottom of the displayed list facilitate scrolling. The three triangles pointing down help scroll down one row at a time, one page at a time and to the last page, respectively. The three triangles pointing up perform the same function for scrolling upwards. These triangles are inactive if all items or initiatives fit within a page.
Export to Excel	Export to Microsoft Excel, (right top corner above the list)	Here you can export list of select reviews to Microsoft Excel. ...        1.      Select the items or initiatives from the list        2.      Click Export to Microsoft Excel to access the Export view.        3.      Click TableData.xls.

Select the Items or Initiatives

The first column of each row has a checkbox which is used for selecting the item or initiative in that row.

·        To select a single item or initiative from a list, click the corresponding checkbox.

·        To select multiple items or initiatives, hold down the CTRL key and click the checkboxes corresponding to the items or initiatives.

·        To select a block of items or initiatives, hold down the SHIFT key and check the first and last item or initiative of the block.