Impromptu Web Reporting User Training

laurelsandwichSoftware and s/w Development

Nov 25, 2013 (3 years and 6 months ago)

73 views


Impromptu Web Reporting User Training




1.

Open Web Browser to
http://er
-
2k
-
cognos/cognos



Type in
your
network ID and
password.

(If access is denied contact help desk
and they
will set you up
.)











2.

Upfront page will load as shown
below.



Layou
t is similar to My Computer or Windows
Explorer with Folders on Left side and contents of
folders on right. Under Table of Contents are
folders containing reports. These are called
NewsBoxes. You will only see the NewsBoxes that
you have permission to see.

Click on Budget Prep
NewsBox to open.














Impromptu Web Reporting User Training

3.

Contents of Budget Prep Reports folder


Four reports displayed in right pane.
Click on report name to run.






Answer prompts and click Finish




You can click on Save the report
as a new entry and a

static COPY
of the report will be saved in your
Personal NewsBox. Same result
as
Save As

option described on
next page.













Impromptu Web Reporting User Training


Report is display as PDF
document by default.


Notice Blue Title and Menu bar.
Click on Return to return to
Budget Prep F
older. Click on
Save As

to save a copy of this
particular report in your own
Newsbox. (See next screen
sample.)


Note icons at bottom of
window. If report has other
options for output, first three
icons will allow you to select
the display format. Icon
s
represent the following output
formats.
is PDF format.
is Excel format.
is Delimited (csv) format. The 4
th

icon,
will run the report again.







Change name of report and
enter a description if
desired. Click on OK. Can
save to other than defaul
t
Newsbox if have
permission by clicking on
Other NewsBox link.


Impromptu Web Reporting User Training

4.

Your Personal NewsBox.



Open your personal
NewBox by clicking on the
link in the folder list







Then click on NewsBox
Properties.




Change Name of NewsBox
and add description, click
OK.



















Impromptu Web Reporting User Training


Adding links to your Personal NewsBox


Adding a report shortcut:

Click
on NewsBox where report is
located. Click on
Actions

located
under report title.


In next window, Click on
Create
Shortcut
.




Customize report Name and add
des
cription if you like. Click OK.
Shortcut is created in your
Personal NewsBox.



To create a COPY of a report in
your Personal NewsBox
, click on
Actions

again and select
Create a
custom view of this report
.

You will
again be allowed to customized
the repo
rt name and add (or
modify, if one already exists) a
description. Click Next and you
will be given an opportunity to
Schedule the report if you wish.


Choices are Never, Once, Hourly,
Daily, Weekly, Monthly. Click
Next to continue. Then you will
be given

an opportunity to
enter any prompts if required by
the report. Click on
Set prompt
answers.

Enter your prompts. Click
on Finish. Report link will be
stored in your Personal NewsBox

Impromptu Web Reporting User Training

and when you click on it, it will always run with those prompts.


Word
of CAUTION for Custom Views.

When running a Custom View
report, DO NOT click on link to
SAVE the report. There are two
places this can be done. The first
is while the report is running as
shown at left.




The second is when the report
displays in the bl
ue Title bar as
shown at left. If you click on one
of these save options, your
Custom View, which is a dynamic
report, will be overwritten by the
static version you just created.













For a in
-
depth look at Cognos IWR, click on the link below.

http://docs.co.nevada.ca.us/dscgi/ds.py/Get/File
-
120310