FITS COGNOS REPORTING MANUAL
NEW COGNOS LINK
http://cognos.yumnet.com/crn/
ReportNet Overview
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.
FITS Reports
Click FITS Reports link
Click FITS Reports link
A list of FITS Reports
Reports Description
Country Plan, Fcast,Act Closures by Period Used to compare Closure pipeline, AOP and “Best Guess” outlook
Country Plan, Fcast,Act Gross Openings by Period Used to compare Gross Opening pipeline, AOP and “Best Guess” outlook
Country Plan, Fcast,Act Relocations by Period Used to compare Relocation pipeline, AOP and “Best Guess” Outlook
Country Plan, Fcast,Act Remodels by Period Used to compare Remodel pipeline, AOP and “Best Guess” outlook
Pipeline Counts–Closures Used to view the count of projects at each milestone for Closures
Pipeline Counts–New Builds & Relocations Used to view the count of projects at each milestone for New and Relocation projects
Pipeline Counts–Remodels Used to view the count of project at each milestone for Remodel projects
Project Listing-Closures Used to view the milestone forecast information for Closure projects
Project Listing-Openings Used to view the milestone forecast information for Opening projects
Project Listing-Remodels Used to view the milestone forecast information for Remodel projects
YTD Closures sorted by Period Used to view a listing of Actual Closures YTD
YTD Gross Openings sorted by Period Used to view a listing of Gross Openings YTD
YTD Closures Summary (BMU) Used to view a summary of Closure counts for each BMU
YTD Gross Openings Summary (BMU) Used to view a summary of Gross Openings counts for each BMU
FITS Reports (Con’t)
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.
.
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.
• 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.
Run report in My Folders
Click Finish button to accept the above update and close the wizard
If you want to stop proceeding, You can click Cancel button.
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
Set Properties of report in My Folders
Click Properties button
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
Set Properties of report in My Folders (Con’t)
Run Report
Click Blue Arrow to run report
Run Report (Con’t)
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
Schedule Report
Schedule Report
Schedule Report (Con’t)
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.
.
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
• 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
“Project Listing” Reports
Example of Project Listing-Closures Prompts
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 (Con’t)
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)
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.
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 Report Results
Save copy of report to local disk
Print report
Data from Fits as of
Send Report by email.
View in PDF format.
View in Excel2000 format
Return to Report List.
Send report by email
Select recipients, This is just limited to your own security group.
Specify email address manually, for example, [email protected]
Specify the title of email
Write email letter
Types of attachments
Click OK to accept above selectionClick 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
Click return to go back to report list (see below)
• 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
“Pipeline Counts” Reports
Example of Pipeline Counts-Closures Report Results
Data from Fits as of
• 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
“Plan, Forecast, Actuals by Period” Reports
Example of Country Plan, Fcast, Act Closures by Period Report Results
• These reports provide a pre-formatted report to show actual completed projects– Separate reports are available for
Openings, Closures and Remodels
“YTD Actuals” Reports
Example of YTD Closures sorted by Period Report Results
• These reports show summary counts for projects completed YTD, shown by BMU and brand– This report can be used for
Dallas/Louisville reporting
“YTD Actual Summary” Reports
Example of YTD Closure Summary (BMU) Report Results
Data from Fits as of
