Enterprise Edition:Reporting

Report Cockpit

The Report Cockpit ribbon helps you to analyse your data. The analyses are based on Microsoft Reporting Services. The following options are available:

• Monthly reporting

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Enterprise Edition, Ribbon: Monatsreporting

• Annual reporting

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Enterprise Edition, Ribbon: Annual reporting

• Detailed analysis

Enterprise Edition, Ribbon: Detailed analysis

• Comparison reports

Enterprise Edition, Ribbon: Comparison reports

Monthly reporting

Monthly reporting offers several analyses that focus on the current plan year by default. Monthly reporting always displays a full year broken down into months. The available filters are “Plan”, “Company”, “Cost centre”, and “Period”. Additionally, you can display the values cumulatively.

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Enterprise Edition, Reporting: Monthly reporting

Management Cockpit

The Management Cockpit provides a quick overview over the main benchmark figures. You can use the buttons in the lower portion of this analysis to access additional analyses. By clicking on the “Return to main report” button ( ), you can return to the previous analysis. Additionally, you can jump to the corresponding detail by clicking directly in the analysis. The available options in the centre of the analysis are “Sales revenue”, “Cost of material and other production services”, “Personnel expenses”, and “Other operating expenses”. You can also access an overview over the sales details and the materials expenses from the graphic in the upper left-hand corner. To do so, click on the corresponding bar in the graphic.

Other analyses

In addition to the Management Cockpit, you can use the following analyses in the “Monthly reporting” group:

• Profit and loss
• Financial budget – direct method
• Financial budget – indirect method
• Balance sheet
• Cost centres
• Expense distribution sheet
• Income statement

Structure of the evaluations

The structure of all the reports is identical and will be explained using the profit and loss statement as an example.

The line axis displays the period. By default, the current year is displayed and broken down into months.

Hinweis  Subsets of dimensions are used to represent the vertical axis. Only those items are shown in the report that also appear in the underlying subset. If you cannot see items that you require in the analysis, please consult your PowerUser and review the corresponding subset.

The cost centre report differs from all the other reports in this group in that the horizontal axis shows the PC/CC dimension. The period is available as a filter.

Annual reporting

Annual reporting offers several analyses that focus by default on the current plan year and all subsequent years. Additionally, the first column always displays the last actual year. The number of plan years that are displayed depends on the definition of the individual plan. You can define this in the Scenario Manager. The available filters are “Plan”, “Company”, and “Cost centre”. Additionally, you can display the values cumulatively.

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Enterprise Edition, Reporting: Annual reporting

Management Cockpit

The Management Cockpit provides a quick overview over the main benchmark figures for all plan years.

Other analyses

In addition to the Management Cockpit, you can use the following analyses in the “Annual reporting” group:

• Profit and loss
• Financial budget – indirect method
• Balance sheet

Structure of the evaluations

The structure of all the reports is identical and will be explained using the profit and loss statement as an example. The line axis displays the period. By default, these reports begin with the last actual year followed by the plan years. The number of plan years that are displayed depends on the definition of the individual plan. You can define this in the Scenario Manager.

Hint  Subsets of dimensions are used to represent the vertical axis. Only those items are shown in the report that also appear in the underlying subset. If you cannot see items that you require in the analysis, please consult your PowerUser and review the corresponding subset.

Detailed analysis

Detailed analysis offers several analyses that focus by default on the current plan year and all subsequent years. Additionally, the current actual value and the forecast until the end of the year are also displayed here. The values are shown for the selected month and cumulatively for the period preceding the selected month. The available filters are “Plan”, “Company”, and “Cost centre”.

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Enterprise Edition, Reporting: Detailed analysis

Management Cockpit

The Management Cockpit provides a quick overview over the main benchmark figures. You can use the buttons in the right-hand portion of this analysis to access additional analyses. By clicking on the “Return to main report” button ( ), you can return to the previous analysis.

Other analyses

In addition to the Management Cockpit, you can use the following analyses in the “Detailed analysis” group:

• Profit and loss
• Financial budget – indirect method
• Balance sheet
• Hit list
• Financial budget charts
• Cost structure charts
• Income structure charts

Structure of the analyses

Profit and loss statement, financial budget – indirect method, balance sheet

The structure of the profit and loss statement, the indirect financial budget, and the balance sheet is identical. The profit and loss statement will be explained here as an example.

The line axis displays the period. The first block displays the current month. The second block supplies the cumulative values for the period preceding the current month, while the third block displays the forecast up to the end of the current year. Additionally, each block calculates the variance in absolute terms and as a percentage value and is graphically visualised by means of arrow symbols.

Hint  Subsets of dimensions are used to represent the vertical axis. Only those items are shown in the report that also appear in the underlying subset. If you cannot see items that you require in the analysis, please consult your PowerUser and review the corresponding subset.

The hit list

The hit list visualises individual products in descending order according to actual sales. Additionally, the corresponding plan value is displayed.

You can view product details by clicking on the chart for that product.

By clicking on the “Return to main report” button, you can return to the previous analysis.

The charts

A few example charts are shown here. In addition to the financial plan chart, you will also find a cost centre structure chart and an income structure chart.

Comparison reports

The comparison reports contain several analyses that display the current month as a single period and a cumulative value. Additionally, the variance is displayed in absolute terms and as a percentage value. The variance is visualised by colour-coded arrows. The available filters are “Plan”, “Company”, and “Cost centre”.

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Enterprise Edition, Reporting: Comparison reports

Other analyses

The “Comparison reports” group contains the following analyses:

• Profit and loss
• Financial budget – indirect method
• Balance sheet
• Expense distribution sheet
• Income statement

Structure of the evaluations

The structure of all the reports is identical and will be explained using the profit and loss statement as an example. The line axis displays the period. The current month is displayed in the first block, while the second block shows the cumulative values in the period prior to the current month. Additionally, each block calculates the variance in absolute terms and as a percentage value and is graphically visualised by means of arrow symbols.

Hint  Subsets of dimensions are used to represent the vertical axis. Only those items are shown in the report that also appear in the underlying subset. If you cannot see items that you require in the analysis, please consult your PowerUser and review the corresponding subset.

Toolbar elements and their functions

CoPlanner Reporting toolbar

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Enterprise Edition, CoPlanner Reporting toolbar

The following commands are available:

'	'
File:Bericht aktualisieren16.jpg	Refresh report.
File:Bericht automatisch aktualisieren19.jpg	Automatically refresh report. When this function is active, the report is automatically refreshed after each filter change.
	Mail merge wizard, see p. 163ff.
File:Berichtsentwurf.jpg	Draft report.

Microsoft Reporting Services toolbar

Enterprise Edition,Microsoft Reporting Services toolbar

The following commands are available:

Schaltfläche	Aktion
	Show/hide document structure. A document structure is a navigation area that is added to the left side of the report display area.
	Show/hide parameter structure
	First page
	Previous page
	Current page
	Next page
	Last page
	Return to parent report
	Stop rendering
	Refresh
	Print
	Page layout
	Page setup
	Export
	Zoom
	Find text
	Find
	Find again

Mail Merge Wizard

The Mail Merge Wizard helps you to generate your reports. The Mail Merge Wizard allows you to create Microsoft Reporting Services reports according to your specifications and to save them in various output formats. The various steps of the Mail Merge Wizard will not be available unless the settings in the previous section are valid. In other words, the “Next” button will not be active until you have entered the correct settings. The wizard consists of three stages. To launch the wizard, please click on the “Mail Merge Wizard” icon in the CoPlanner reporting toolbar.

Mail Merge wizard. Step 1: Define mail merge

In the first step you can either define a new mail merge or select a previously defined and saved mail merge. If no mail merge was previously created, the option to select a saved mail merge will not be available.

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Enterprise Edition, Mail Merge Wizard: Define batch

Input  Confirm your selection by clicking “Next”.

The second step of the Wizard will now be launched.

Mail Merge Wizard. Step 2: Select filter

In the second step, you select the filter for your batch and define the elements to be included in the mail merge.

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Enterprise Edition, Mail Merge Wizard: Select filter

Click the “Save definition” icon to name your definition.

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Enterprise Edition, Mail merge Wizard: Save definition

The definition will now be available for future use. In the left-hand section of the pane, double-click on the elements you wish to select for inclusion in your report.

Hint  You can delete an element from the left-hand pane by selecting the element and pressing the “Del” key.

Input  Confirm your selection by clicking “Next”.

The third step of the Wizard will now be launched.

Mail Merge Wizard. Step 3: Output

In Step 3 you can choose the output type.

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Enterprise Edition, Mail Merge Wizard: Output

The “Export to file” option supports the following formats:

• XML file with report data
• CSV (comma-separated file)
• TIFF file
• Acrobat file (PDF)
• Web archive
• Excel

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Enterprise Edition, Mail Merge Wizard: File formats

Input  Confirm your selection by clicking “Finish”.

The mail merge process will now be started and the reports will be created according to your specifications.