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CREATING, SAVING, RUNNING REPORTS INTERMEDIATE COGNOS.

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Presentation on theme: "CREATING, SAVING, RUNNING REPORTS INTERMEDIATE COGNOS."— Presentation transcript:

1 CREATING, SAVING, RUNNING REPORTS INTERMEDIATE COGNOS

2 ACCESSING COGNOS Type URL: http://smartt.doemass.org/sides HINT: choose one and bookmark it From the SMARTT Logon Page & within SMARTT

3 LOGON TO COGNOS Uncheck this box

4 GET A COGNOS LOGON Get a Cognos Logon - Instructions for applying to receive a Cognos UserId and temporary password Get a Cognos Logon

5 COGNOS ONLINE HELP MANUAL + Cognos Online Manual https://smartthelp.zendesk.com/ Or, send an email to support@smartthelp.zendesk.com support@smartthelp.zendesk.com

6

7 ACLS HOMEPAGE

8 EASIEST WAY Modify and Existing Report Start with the Favorite Reports Tab

9 WORKSHOPS FOLDERS FOLDERS Path Home

10 THE ATTENDANCE FOLDER

11

12

13 ADD MORE TO COMPARE?

14 SAVING Go to File, Save As Here, it gets a little tricky If you attempt to put it in the wrong folder, you will get an error message, usually (ANS 00003 (or something similar) Make sure you give it a name, and save it in “My Folders”

15 MY FOLDERS

16 FIND YOUR NEW REPORT Click on the My Folders Tab Scroll to find your new folder if you created one, otherwise just find your report

17

18 SAVING A REPORT VIEW You can save a Current View of a Report by following the Steps below: Step 1. Create the report Step 2. File/Save As Step 3. Save In – My Folders – sub folder if you want Step 4. Give it a new name if you'd like Step 5. Save

19 RUN THE REPORT To generate fresh data you must 'Run' the report Step 1. Go into My Folders and find the Report you created Step 2. Go to the right side where you will see an icon that has a finger pointing at a sheet of paper. If you hover over it, it will say Set Properties. Click on the icon

20 SET PROPERTIES

21 RUN THE REPORT Step 3. At the top, Click on the Middle Tab that says Analysis Step 4. Change the Default Action to, Run the Report Step 5. Click Ok

22

23 HERE’S YOUR REPORT

24 CREATING REPORT FROM SCRATCH We are going to create a different report with multiple data Click on the Home Icon From within the Cubes Section, Go to the Students By Site Folder

25 STUDENTS BY SITE CUBE

26 SELECT SITE, RIGHT CLICK, KEEP

27 PICK FISCAL YEARS (CLICK/SHIFT CLICK, RIGHT CLICK/KEEP)

28 INSERTABLE OBJECTS/DRAG

29 ADD GENDER/NEXT TO FISCAL YR/COLUMNS

30 CONTEXT FILTER

31 SWAP COLUMNS AND ROWS

32 ADD A CHART

33 SAVE

34 COUNTRY OF ORIGIN

35 RACE

36 RUN THE REPORT

37 CLICK ON THE FILE NAME

38 ASSIGNMENTS/ACTIVITIES Now it’s time for you to try creating your own report. There are several videos and handouts to help https://smartthelp.zendesk.com/hc/en- us/sections/200653660-Cognos-FAQ https://smartthelp.zendesk.com/hc/en- us/sections/200653660-Cognos-FAQ Assignment Modify an existing report and replace with your data – take a screenshot and submit Create a new report with your data – take a screenshot and submit

39 HAVE FUN, OR NOT


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