Cognos for Consumers
Download Excel (or other format)
- Click the "HTML" text to reveal the options
Navigate Cognos
Interact with the Report
Tip: Read the Prompt Page
Create a Linked Copy aka Report View
Why?
So you can create a folder full of your favorite reports, linked to the original reports so you always get the latest updates.
So you can save the prompt values you use repeatedly.
How:
- Note the name of the report.
- Found in the blue bar across the top of the page.
- If it is a long name, mouse over the blue bar for the full name.
- Search for the Name of the report.
- Click the triple dots on the right of the report name in the search results.
- Select 'Create report view'
- Save as...
- Name in a clear way to remind you of what values you selected for the report.
- Save to your My Content folder.
Personalize Your Report View
Why?
To save yourself time and repeated clicks.
How:
- Navigate to your My Content > Report View Name
- Click on the triple dots to the right of the report name.
- Select 'Properties'
- Select 'Report' then click on 'Set values'
- Current values menu > click 'Set'
- This will bring up the report prompt page.
- Select your prompt page values.
- All possible prompt values will be displayed, even if you didn't make any selections for them.
- Click 'Back'
- Decide: do you want to check the prompts each time?
- Yes: leave the Prompt for values checked, recommended if you need to change dates
- No: uncheck the Prompt for values checked
Check Your Schedules
Why?
Check if your report has run. Applies to schedule and ad hoc run reports.
How:
- Locate the person icon in the upper right corner of the blue bar.
- Select 'My schedules and subscriptions'
- Navigate Schedule, Upcoming, Past or Current