Sample Word Report Package

This sample Word Report Package contains eight doclets, one supplemental doclet, and five reference doclets.

Table 8-1 List of all the Sample Doclets, Reference Doclets, and Embedded Content

Doclets / Reference Doclets / Embedded Content	Descriptions
1. Cover Page	Contains date label, which is driven by the PeriodEnded variable.
2.TOC	Contains Word-based table of contents, which is generated by Narrative Reporting when the report package output is generated (for example, Preview, Review Sign-off, Publish, Download, and Distribution).
3. Executive Summary	This stylized Word doclet contains the Exec Sum Donut and the Exec Sum Rev Bar Embedded Contents from the Vision Executive Summary Report reference doclet. There are 5 variables inserted into the doclet: Cost of Sales NetIncome_Value NetRevenue_Value Reporting Entity Total Operating Expenses The Embedded Content and Variables are inserted in the Text boxes to allow proper placement on the doclet.
Finance	Section Header
4. Finance - Revenue Report	Contains embedded content ("Summary Income Statement" Reports grid from Vision Statement reference doclet and the "Income Statement Waterfall" and "Revenue – Bubble Chart" from the Vision Income and Revenue Analysis Report reference doclet. There are 8 variables inserted into the doclet: NetIncome_Above/Below NetIncome_Value NetIncome_Var% NetRevenue_Above/Below NetRevenue_PlanValue NetRevenue_Value NetRevenue_Var Period_Ended
5. Finance - Consol Balancesheet	Contains an Excel reference file attached (Inventory Trend.xlsx); contains embedded content ("Consol_BalSht" from Vision Statement reference doclet and "Inventory" from Inventory Trend.xlsx reference file).
6. Finance - Notes	Contains narrative text only, no embedded content or variables.
Profit by Segment template	Supplemental doclet that contains Smart View ad-hoc query against the Narrative Reporting Sample Application Model.
Metrics	Section Header
7. Metrics - Units	Contains embedded content the Metrics Excel grid from the Vision Statement reference doclet and the "Revenue by Segment - Sunburst" chart from the Vision Income and Revenue Analysis Report reference doclet. There are no variables within the doclet.
8. Metrics - Backlog and delivery	Contains narrative text only, no embedded content or variables.
References	Section Header
Vision Statements Excel	This Excel reference doclet contains Smart View ad-hoc queries against the Narrative Reporting Sample Application and Model. The first four worksheets: Summary Income Statement - Smart View ad-hoc query, which drives some of the reference variable sources in the Rules sheet. Rev & Gross Profit Analysis - Smart View ad-hoc query, chart is inserted as embedded content in the 4. Finance - Revenue Report doclet. Balance Sheet - Smart View ad-hoc query, grid is inserted as embedded content in the 5. Finance - Consol Balancesheet doclet. Metrics - Smart View ad-hoc query, grid is inserted as embedded content in the 7. Metrics – Units doclet. Rules - contains the inserted variable CurrentMonth which is referenced, via cell formulas, by all four query sheets to drive the Fiscal Calendar (time period dimension) selection (default of Dec). It also contains cell formula references to the "Summary Income Statement" sheet values and Excel formulas to calculate variance results and directional words – all of which source the nine reference variables. Note: If the static variable value for CurrentMonth is changed, for example to Dec, the Vision Statement doclets needs to be downloaded, checked out and queries refreshed, and then checked back in, for the reference variable values to be updated in the system.
Vision Management Report	This Reports reference doclet contains a local report against the against the Narrative Reporting Sample Application and Model. Contains one grid and one chart. The report POV for the Fiscal Calendar dimension is driven by the CurrentMonth variable. Changes in the variable refreshes the report, and doclets where its embedded content is inserted, automatically. Summary Income Statement - grid is inserted as embedded content in the 4. Finance - Revenue Report doclet. Revenues by Segment Chart – chart is inserted as an embedded content, but is not used in the Report Package.
Vision Executive Summary Report	This Reports reference doclet contains a link to the Sample Report 0. The report contains two hidden grids that drive a bar and a donut chart, as well as a text box’s text functions which return summarized data points for a few accounts. Static narrative is displayed in a text box as an example, Notes can also be used for this purpose. The report POV for Entities is set to Total Entities. Exec Sum Donut chart is inserted as an embedded content in the 3. Executive Summary doclet. Exec Sum Rev Bar chart is inserted as an embedded content in the 3. Executive Summary doclet.
Vision Income & Revenue Analysis Report	This Reports reference doclet contains a link to the Sample Report 2b (Advanced Charts), which contains waterfall, bubble, treemap and sunburst charts that are driven by hidden grids. Income Statement - Waterfall chart is inserted as an embedded content in the 4. Finance - Revenue Report doclet. Revenue Actual vs Plan – Bubble chart is inserted as an embedded content in the 4. Finance - Revenue Report doclet. Revenue by Segment - Treemap chart is inserted as an embedded content in the 7. Metrics – Units doclet. Revenue by Segment - Sunburst chart is inserted as an embedded content in the 7. Metrics – Units doclet.
Vision Qtrly Balance Sheet Report	This Reports reference doclet contains a link to the Sample Report 10 (Butterfly Report), which contains a grid with Accounts in the rows and Fiscal Calendar in the columns. The Row Headings Before grid property is set to column C, where the Accounts row labels appear between columns B and C, resulting in a Butterfly Report. The Accounts member labels are also center justified for display purposes.