Marketing Operations HCL Cognos report portlets
This section describes the Marketing Operations dashboard portlets that are available after the Marketing Operations reports package is installed.
| Report | Description |
|---|---|
| Budget by Project Type | An example HCL Cognos report showing a 3-D pie chart of the budget per project type for the current calendar year. This report requires the Financial Management module. |
| Completed Projects by Quarter | An example HCL Cognos report showing a 3-D bar chart of the number of early, on-time, and late projects completed this quarter. |
| Forecast by Project Type | An example HCL Cognos report showing a 3-D pie chart of the forecasted spending per project type for the current calendar year. |
| Manager Approval Summary | An example HCL Cognos report showing data for active and completed approvals for all In Progress projects in the system. |
| Manager Task Summary | An example HCL Cognos report showing data for active and completed tasks for all In Progress projects. |
| Marketing Financial Position | An example HCL Cognos report showing a timeline with Budget, Forecasted, Committed, and Actual amounts for all plans in all states in the current calendar year. This report requires the Financial Management module. |
| My Task Summary | An example HCL Cognos report showing data about all active and completed tasks for the user viewing the report in all In Progress projects. |
| My Approval Summary | An example HCL Cognos report showing data about active and completed approvals for the user viewing the report. |
| Projects by Project Type | An example HCL Cognos report showing a 3-D pie diagram that shows all In Progress projects in the system by template type. |
| Projects by Status | An example HCL Cognos report showing a 3-D bar chart that shows all projects in the system by status: draft, in progress, on hold, canceled, and finished. |
| Projects Requested and Completed | An example HCL Cognos report showing a timeline graph of the number of project requests and number of completed projects per month. This report counts project requests with the following states only: Submitted, Accepted, or Returned. |
| Spend by Project Type | An example HCL Cognos report showing a 3-D pie chart of the actual amount spent per project type in the current calendar year. This report requires the Financial Management module. |