Access Keys:
Skip to content (Access Key - 0)

Navigating Cognos Quick Reference Card

On this page:

Return to Main Page

Run a report

  1. Go to reports.mit.edu .
    You will log in with your Touchstone login.
  2. Choose IBM Cognos content
  3. From Public Folders choose the type of report you need to run such as Departmental Reports.
  4. Select the subfolder if one appears.
  5. Click the link for the report.
  6. If parameters appear, fill in the detail and click Run My Report or Finish depending on the report.

Saving and Emailing Reports

Keep This Version: Save as report view

Use Save as Report View if you have a report with parameters you want to save, for example if you want to always set your Web Hits report to warehouse with a date range of this year.
Note: Saving a report in this way will not bring up the latest version of the report.  You may want to consider saving a shortcut instead.

  1. From the report view, go to Keep this version and choose Save as Report View.
  2. Enter a new name for the report
  3. Choose My folders under another location
  4. Click OK.
  5. To email a report from a report:
    1. From the report view, go to Keep this version and choose Email report.
    2. Enter your To and CC information for the email.
    3. Add a message to the email.
    4. Choose Include a link to send a link to the report. The receiver will need to log in to Cognos and set the report parameters.
  6. To email a report from the Home page:
    1. Go to the report folder and choose Set Properties.
    2. Choose View the search path, ID and URL.
    3. Copy the URL from Default action URL and paste it into an email.

Keep This Version: Email report

  1. To email a report from a report.
    1. From the report view, go to Keep this version and choose Email report.
    2. Enter your To and CC information for the email.
    3. Add a message to the email.
    4. Choose Include a link to send a link to the report.  The receiver will need to login to Cognos and set the report parameters.
  2. To email a report from the Home page:
    1. Go to the report folder and choose Set Properties.
    2. Choose View the search path, ID and URL.
    3. Copy the URL from Default action URL and paste it into an email.

      Click on thumbnails to view full-size images

Add this Report

Add this report can be used to save a shortcut to a report to My Folders when you do not want to
pre-set the parameters.  This tool is used to create a favorites list of reports in Cognos.

  1. From the report view, go to the link Add this report and choose Add to My Folders.
  2. Rename the report and click Finish.
    Note: Renaming the report is an optional step.
  3. Go to the View button and choose View in PDF.
  4. Choose Print button from Adobe Acrobat.
  5. Go to the View button and choose View in Excel Option.
  6. Choose the file type: Excel 2007; Excel 2003 or CSV.
  7. Click OK and save the Excel file.

Printing and downloading Reports

Print a report using PDF

  1. Go to the View button and choose View in PDF.
  2. Choose Print button from Adobe Acrobat.

Download to Excel

  1. Go to the View button and choose View in Excel Option.
  2. Choose the file type: Excel 2007; Excel 2003 or CSV.
  3. Click OK and save the Excel file.

Buttons and Links


Home Returns you to the Public Folders page.
Use the drop down to Set View as Home to change your home location.
Launch Launches other Cognos tools such as Business Insight or Report Studio.
Return Returns you to the Public Folders portal or to My Folders, if you set it as Home.
Logon/off Use drop down to log off.
Help Shows you Cognos help.
Set Properties Defines properties of report or any Cognos object.
More Link Shows more options such as permissions to a particular object or even access to other modules of Cognos.
Run Runs a report.
If currently in a report, will bring you back to prompt screen.
Report Studio Links you to Report Studio to edit existing reports or to build new reports.
Blue underscore Signify values that have drill-through access to reports with more detail.
Previous Report Returns you to the original report after using a drill through link such as returning to a summary report after drilling to a detail report.

Navigation
Arrows used for moving from page to page in the report.


.

Community

Documentation and information provided by the MIT Community


Last Modified:

October 27, 2014

Get Help

Request help
from the Help Desk
Report a security incident
to the Security Team
Labels:
navigating navigating Delete
cognos cognos Delete
report report Delete
data data Delete
warehouse warehouse Delete
data_warehouse data_warehouse Delete
my_folder my_folder Delete
public_folder public_folder Delete
c-cognos c-cognos Delete
Enter labels to add to this page:
Please wait 
Looking for a label? Just start typing.
Feedback
This product/service is:
Easy to use
Average
Difficult to use

This article is:
Helpful
Inaccurate
Obsolete
Adaptavist Theme Builder (4.2.3) Powered by Atlassian Confluence 3.5.13, the Enterprise Wiki