Cognos Report Scheduling
How to schedule a report in Cognos
Locate the report in Team Content, My Content, or another folder.
Click the ellipsis (three dots) next to the report name.
Select "Schedule" from the dropdown menu.
Alternatively, if the report is open, click the More (⋮) menu in the top-right corner and choose "Schedule".
Create or Edit a Schedule
Click Create Schedule (if none exists), or Edit Schedule to modify an existing one.
Configure Schedule Timing
Choose how often the report should run:
Once
Daily
Weekly
Monthly
By Trigger (advanced use)
Start Date & Time
Specify the start date and time.
End Condition
Choose to end after a number of occurrences or on a specific date.
Set Report Output Options
Output Format
Choose one or more formats:
PDF
Excel
CSV
HTML
XML
Output Location
Save to:
My Content
Team Content
Or a specific folder path
Email Delivery (Optional)
Enable "Send report by email"
Add recipients, subject line, and message
Choose whether to send the report as an attachment or a link
Set Prompt Values (if the report uses prompts)
Click the "Prompts" tab.
Fill in the required prompt values to ensure the report runs without manual input.
Save the Schedule
Click Save to activate the schedule.
The report will now execute and deliver based on your configured settings.
Training Video for Scheduling a report in Cognos
