Cognos - Scheduling a Report

You can schedule entries that are stored in IBM® Cognos® Connection, such as reports, queries, and agents so that they run at a time that is convenient for you.


In this exercise, you will learn to:

  • Save a report as a report view 
  • Schedule a report so it runs daily 
  • Use the schedule management tool to view the status of the schedule 

Procedure

  1. Open IBM Cognos Connection:
    1. Start your Web browser.
    2. In the address bar, type the URL supplied by your administrator, and then press Enter. The URL looks something like this: http://servername/cognos
  2. In the IBM Cognos Welcome page, click IBM Cognos content. In the Public Folders tab, click SamplesModelsGO Data Warehouse (analysis), and Query Studio Report Samples.
  3. Locate the Return Quantity by Product Line Chart report. You can also use any one of the IBM Cognos sample reports.
  4. Create a report view for a daily view of the report:
    1. Under Actions, click the Report View icon Report View icon next to the report.
    2. In the Name box, remove the words Report View of from the beginning of the name, type (daily) at the end of the name, and click Finish.
    A new entry appears in IBM Cognos Connection, with the report view icon.
  5. Schedule the report view to run daily:
    1. Click the Schedule icon Schedule icon next to the entry.
    2. Under Frequency, click the By Day tab.
    3. Accept the default time and other defaults.
    4. Click OK.
  6. Check the schedule:
    1. Click My Area Options My Area iconMy Activities, and Schedules.
    2. Click Schedules.
    3. In the Filter pane, select Any status and Any priority, and click Apply.

Results

Your report view appears in the list of scheduled reports.
A screen capture of IBM Cognos Connection showing the report in the list of scheduled reports.

If you have any questions, come by the Help Desk at Hardman & Jacobs Undergraduate Learning Center Room 105, call 646-1840, or email us at help@nmsu.edu.




Keywords:cognos report business management tool   Doc ID:76695
Owner:John B.Group:New Mexico State University
Created:2017-09-20 12:29 MDTUpdated:2018-05-25 08:32 MDT
Sites:New Mexico State University
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