COSMOS 4.0: Reports Generation Storyboard

Welcome to this module on reports generation.

COSMOS 4.0 presents you with a variety of reports that are based on projected and actual data provided in the model. Some of the reports generated by COSMOS 4.0 include details on Contract Margin Reviews, forecasting, event details, repairs and replacement of parts.

In this module, you will learn how to generate reports.

The Generate Report feature of COSMOS 4.0 enables you to view data, based on some specific requirements, in a report form. Using COSMOS 4.0, you can generate a variety of reports. The different types of reports are Contract reports, Comparison reports, Count reports, Catalog reports, and Norm reports.

In this chapter, you will learn what these reports represent and how they are generated.

At the end of this chapter, you will be able to:

• Identify the different types of reports that can be generated using COSMOS 4.0.
• Perform the steps to generate relevant reports.

Comparison Reports: Introduction

The Comparison report is used to:

•  Evaluate the profitability of the CSA, MMP, and Aero Energy contracts
•  Analyze the financial background and inspection schedule details of a customer’s contract

The Comparison report is also known as the Contract Review Report. It serves as the output for the Contract Margin Review process, which compares the actual operational and financial data with the forecasted data. This is used to evaluate the past and projected profitability of each contract, which is important for the success of Contractual Services. The Contract Margin Review must happen before this report is generated.

The various types of Comparison reports that can be generated are: 

• Margin Review CSA
• Margin Review MMP
• Margin Review Aero Energy
• Budget Comparison
• Activity Comparison

The Generate Report menu on the COSMOS home page is used to display Comparison reports. To display Comparison reports, under the Generate Report menu, select the Comparison Report sub-menu, and then select the required report. This displays the relevant report details page that enables selection of the prior and current model versions for a particular client under the Details section. In this section, select the prior and the current estimated billing streams, and the quarter and year for which the report is required. Once the appropriate selections are made, click Show Report to view the report or click Cancel to return to the COSMOS home page.

Click Show Report, to display various sub-reports for the chosen quarter and year. For Margin Review reports, the sub-reports displayed are: MR Model Assumptions, Financial Summary, Margin Adjustment, Contract Variance, Project Payment Schedule, Actual Payments, Current Forecasts, Cost Comparison, Sales Comparison, Operational Summary, and MR Comments.

For Budget Comparison reports, the various sub-reports that can be viewed are: Projected Analysis, Impact to Parts, Impact to I&FS, Impact to Unplan, CSA Impact Summary, Impact to I&RS, Impact to GECS, Impact to Others, and Comments.

Click Save Report to save the contents of the report. Click Print to print the report.

Click the links under the sub-reports listed on the page to view the required report. Each link opens a separate page that displays the report under the Report Preview tab.

The Comments tab on the same page helps in providing comments on the displayed report. To close the displayed report, click Close.

Comparison Reports: Activity

Case Study

You are currently working on the Contract Margin Review version of the Duke Energy contract for the first quarter of 2006. This version is named USER10-TCS-USER14-07062005. The earlier model version was USER10-TCS28July2005 Copy of User12. The current estimate of the billing stream is Billing Stream 2 and the prior estimate of the billing stream is Billing Stream 2. Generate a report to view the operational summary of the model.

To view a Comparison report displaying the operational summary of a model, you need to perform the following steps:

1. On the COSMOS home page, click the Generate Report menu.
2. Under the Generate Report menu, select the Comparison Report sub-menu, and click the Margin Review CSA link.
3. On the Margin Review- CSA page, from the Prior Model Version list, select USER10-TCS28July2005 Copy of User12 and from the Current Model Version list, select USER10-TCS-USER14-07062005.
4. On the Margin Review-CSA page, from the Billing Stream list, select Billing Stream 1 as the prior estimate and select Billing Stream 2 as the current estimate.
5. From the For Quarter list, select Q1 and from the For Year list, select 2006.
6. To view the report, click Show Report.
7. On, Margin Review-CSA- Qtr2,2000 page, click the Operational Summary link.
8. On the Margin Review-High Value- Qtr2,2000 - Operational Summary page, click the Comments tab.

Pop-up text: Enter your comments on the displayed report here.