360 likes | 566 Views
FITS COGNOS REPORTING MANUAL . NEW COGNOS LINK http://cognos.yumnet.com/crn/. Public Folders contains the FITS Reports .
E N D
FITS COGNOS REPORTING MANUAL NEW COGNOS LINK http://cognos.yumnet.com/crn/
Public Folders contains the FITS Reports. • My Folders contains user created reports. These reports are only visible to the user. Copies of the reports can be saved here too. More details are provided later in the manual. ReportNet Overview
FITS Reports • Click FITS Reports link • Click FITS Reports link
New Report View Wizard allows you to save a copy of the report to another folder such as • My Folders. • Click on Icon • Name the report • Add a description (optional) • Choose Location • Click Finish Schedule allows you to schedule reports. FITS reports are found in Public Folders. Run report: Click report itself or blue arrow. The following slide will give introduction on the difference between clicking report itself and blue arrow. • . FITS Reports (Con’t) • Notes: • You should always use New Report View Wizard to save all your reports to My Folders, instead of running in public folder directly. The reasons are • It allows you to schedule your own reports • It gives you more choices to manipulate your reports • If you want, you can still run reports in Public Folders directly as described in item 4 below.
Run report in My Folders • Save report to My Folders using New Report View Wizard • Set Report Properties • Run/Schedule Reports • View Reports Notes: The first 2 steps are just one-time actions for the first time you use a particular report.
Specify report Name that you want to be showed in My Folders. The name must be unique. Click Radio Box beside My Folders. New Report View Wizard • Click Finish button to accept the above update and close the wizard • If you want to stop proceeding, You can click Cancel button.
Set Properties of report in My Folders Click Properties button
Set Properties of report in My Folders (Con’t) Specify default report Output Format. You may use PDF or Excel 2000 frequently. But I would suggest using PDF as default. Set default Prompt values and deselect Prompt for values. This allows you to save the specific set of data you would like to see in the report. Click OK to save above selections. Cancel to ignore all the selections and go back to My Folders
Run Report Click Blue Arrow to run report
Select one of the Deliver choices. Click Run to run report based on the selection that you made. Cancel will ignore the selection and go back to My Folders Run Report (Con’t)
Schedule Report Schedule Report
Set Frequency of execution of reports • Set the Start and End date/time for this schedule. End date/time is set as No End • Date as default • Set Delivery Methods • Clicking OK to accept above selection to set up a schedule, Cancel will ignore all • selection and go back to My Folders. • . Schedule Report (Con’t)
View Report View report, This button will not appear until you run report or scheduled report is executed
View Report (Con’t) Click this link to view report
Miscellaneous features in My Folders Different layout of view on web page Create folder in My Folders so that you can organize report by year, bmu,minibmu, country,etc. One of useful functions inside is that you can copy report and give different name
“Project Listing” Reports • These reports contain the detailed milestone forecasts for the projects which are selected • There are separate reports for Openings, Closures, and Remodels • These reports can be used to guide team meetings to discuss project planning
Select BMU(s). • Click Select all to select all BMUs, Click Deselect all to deselect all BMUs that have been selected previously. • If you want to select only several BMUs, You can use Shift+Click or Ctrl+Click. • Click the Next> button to go to next page. • If you want to stop proceeding, You can click Cancel button. Example of Project Listing-Closures Prompts
Select MiniBMU(s). • Click Select all to select all MiniBMUs, Click Deselect all to deselect all MiniBMUs that have been selected previously. • If you want to select only several MiniBMUs, You can use Shift+Click or Ctrl+Click. • Click the Next> button to go to next page. • Click the <Back button to go back the previous page to reselect BMU • If you want to stop proceeding, You can click Cancel button. Example of Project Listing-Closures Prompts (Con’t)
Select Country(s). • Under list box, Click Select all to select all Countries, Click Deselect all to deselect all Countries that have been selected previously. • If you want to select part of Countries, You can use Shift+Click or Ctrl+Click. • Click the Next> button to go to next page. • Click the <Back button to go back the previous page to reselect BMU • If you want to stop proceeding, You can click Cancel button. Example of Project Listing-Closures Prompts (Con’t)
Select Brand(s). • Select Facility Type(s) • Select Development Manager(s) • Select Current MileStone(s) • Select Fiscal Year of the forecasted closure date. • For all above selection, Under list box, Click Select all to select all items, Click Deselect all to deselect all items that have been selected previously. • If you want to select part of listed items, You can use Shift+Click or Ctrl+Click. Example of Project Listing-Closures Prompts (Con’t) • Click Finish button to view the report result • Click the <Back button to go back the previous page to reselect • BMU • If you want to stop proceeding, You can click Cancel button.
Example of Project Listing-Closures Report Results • Send Report by email. • View in PDF format. • View in Excel2000 format • Return to Report List. Save copy of report to local disk Print report Data from Fits as of
Select recipients, This is just limited to your own security group. • Specify email address manually, for example, veronica.wang@yum.com • Specify the title of email • Write email letter • Types of attachments Send report by email Click OK to accept above selection Click Cancel to ignore what you have done
View in PDF format Data from Fits as of
View in Excel2000 format This dialog box is the first screen you will see, make sure you always select open, instead of save
View in Excel2000 format (Con’t) Then you will see this dialog box. Click Yes
View in Excel2000 format (Con’t) Click Save As… to save report to your local disk Click Print… to print the report
“Pipeline Counts” Reports • These reports can be used to provide a snapshot of project counts at each milestone • It uses the “Current Milestone” to categorize the projects in your pipeline • You can compare the movement of your pipeline from month to month • There are separate “Pipeline Counts” reports for Openings, Closures and Remodels
Example of Pipeline Counts-Closures Report Results Data from Fits as of
“Plan, Forecast, Actuals by Period” Reports • These reports can be used to compare the counts of projects for each period from your pipeline of actual projects, your AOP and your “Best Guess” outlook • The counts for the Actual YTD and “Pipeline” are calculated using the individual data in FITS, for all projects with a completion forecast date in that particular period. • The counts for the AOP and “Best Guess” lines are calculated using the data input by the Directors in the AOP Planning screen (not from any individual project data) • You can chart your team’s actual YTD progress and pipeline strength against your targets and judge BOY risk by making on-going comparisons
Example of Country Plan, Fcast, Act Closures by Period Report Results
“YTD Actuals” Reports • These reports provide a pre-formatted report to show actual completed projects • Separate reports are available for Openings, Closures and Remodels
“YTD Actual Summary” Reports • These reports show summary counts for projects completed YTD, shown by BMU and brand • This report can be used for Dallas/Louisville reporting
Example of YTD Closure Summary (BMU) Report Results Data from Fits as of