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.