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Build Basic Cognos Reports

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Create a list report

  1. Determine the fields you need to build your report.
  2. From the Cognos Home page choose Manage Advanced Reports.
  3. Choose the package for your reports.
  4. Select Create New.
  5. Click List and then OK.
  6. Expand the package and its elements.
  7. Double click the field names to add the fields to the report in the order you want them to appear on the report.
  8. Click the Run button to run the report.

Edit an existing report

  1. Go to IBM Cognos Connection.
  2. Find the report to be edited.
  3. Choose the Design button to open Report Studio.
    The design button is the 3rd button from the right under the Actions column.

Add a field

  1. Open the report in Report Studio.
  2. Double click the field to add it to the report.
  3. Move the field if necessary.

Move an existing column

  1. Open the report in Report Studio.
  2. Select the column to move.
  3. Click and drag the column until the dark bar appears for the new column location and then release your mouse button.

Delete an existing column

  1. Open the report in Report Studio.
  2. Select the column to be deleted
  3. Click the Delete button.

Edit report title

  1. Open the report in Report Studio.
  2. Select the Title Area.
  3. Edit the text or change formatting using formatting options below.
    Formatting options bar

Edit report items with Properties

  1. Open the report in Report Studio.
  2. Select the report item i.e. footer object or report column.
  3. Edit using the Properties pane.
    The Properties pane is on the left below the package list.

Sort a report

  1. Open the report in Report Studio.
  2. Select the column to sort.
  3. Click the Sort button drop down list and choose Ascending or Descending.

Group

  1. Open the report in Report Studio.
  2. Select the column to group.
  3. Click the Group/ Ungroup button.

Summarize

  1. Open the report in Report Studio.
  2. Select the column to summarize..
  3. Click the Summarize button drop down list and choose how to summarize.

Filter

  1. Open the report in Report Studio.
  2. Select the column to filter by.
  3. Click the drop down list from the Filter button and choose Create Custom Filter.
  4. Set the following criteria:
    • Conditions to either Show all the following values: or Do NOT show the following values.
    • Select the item to include or exclude in the report and click the Add button.
      Note: To remove items from the list use the Remove button.
    • Continue steps 1-4 until all the items are included and click OK.

Toolbar Buttons

Button Name Description
Design button Design Opens report studio in new window to edit existing reports.
Run button Run Runs report. Defaults to HTML version, but choosing drop down list will allow different formats.
Delete button Delete Deletes fields from a report in Report Studio.
Sort button Sort Sorts columns in Ascending or Descending order.
Group button Group Groups rows by a selected column.
Filter button Filter Creates filter for a report.
Summarize button Summarize Summarizes a report by columns using calculations.  

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Documentation and information provided by the MIT Community


Last Modified:

February 05, 2013

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