HCL Marketing Operations Reports Package
About the HCL® Marketing OperationsReports Package
The HCL Marketing Operations Reports Package delivers an IBM Cognos® model, a set of IBM Cognos reports, and a set of IBM Cognos report portlets.
Specification documents for the provided reports are installed automatically along with the Reports Package, in the ReportsPackMarketingOperations/cognos<version>/docs/ path.
To access the following cross-object reports after the Marketing Operations Reports Package is installed, click Analytics > Operational Analytics:
- Marketing Activity Report
- Overdue Milestone Report
- Program Tasks and Milestones
- Project Health (Monthly)
- Project Health (Trend)
- Project On Time Analysis
- Project Performance Crosstab (Custom)
- Project Performance Summary
- Project Performance Summary (Custom)
- Project Tasks
- Resource Task Load
- Resource Utilization Summary
- System Programs
- System Projects
- System Users
- Task On Time Analysis
- Vendor Spend Summary
- Deny Reason Analysis Report for Workflow Approvals
- Deny Reason Analysis Report for Standalone Approvals
To access single-object reports, click the object name then on the Analysis tab use the Report Type list. The single-object reports available from the Analysis tab are:
For plans:
- Budget Summary by Quarter
For programs:
- Invoice Summary List
- Budget Summary by Quarter
For projects:
- All revisions
- Approval Responses
- Invoice Summary List
- Marketing Object Cross-Reference
- Approval and Compliance Listing
- Budget Summary by Quarter
- Detailed Expense Breakout
For teams:
- Revision History
- Work Assigned to Team
- Work Assigned to Team Member
Administrators can review and enable report portlets by clicking Settings > Dashboard Portlets. Users create dashboards and add report portlets to them on the Dashboard tab.
- My Approval Summary
- My Task Summary
- Budget by Project Type
- Completed Projects by Quarter
- Forecast by Project Type
- Marketing Financial Position
- Projects Requested and Completed
- Spend by Project Type
- Manager Approval Summary
- Projects by Project Type
- Projects by Status
- Manager Task Summary
- My Tasks
- Approvals Awaiting Action
- My Active Projects
- My Requests
- My Alerts
- Projects Over Budget
- Manage My Tasks
- My Project Health
New features and changes
The monthly and trend reports for Project Health, the Deny Reason Analysis Reports for workflow and stand-alone approvals, and the My Project Health report portlet are new in this release.
Known issues
There are no known issues in this release.