Cognos Analytics 11.1 - Princeton University

Cognos Analytics 11.1.7For Report Viewers

Center for Data, Analytics and Reporting (CeDAR)Authored by: Leah TargonUpdated 4-2021

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1) Accessing the University Environment

from an Off Campus Location:

VPN and Browsers

2) Accessing the Information Warehouse

3) University Financials Prime Portal to

Team Content Area

4) Welcome Page and Report Tiles

5) Navigating to Your Reports:

Team Contents, HR Reports and

Student Record Reports

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6) The Search Feature:

Search for a Report, Save a Search,

Filter a Search

7) Running a Report, Saving a Report:

Run from Report Title, “Run As” button,

selecting Report Formats

8) Reports and Report Views

(saved to My Content area)

9) Scheduling a Report View to run on a

recurring basis

10)QRC for Scheduling a Report

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When working remotely you must VPN into

the Princeton University environment to

access the Cognos environment.

Your VPN Options

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Global Protect and SonicWall are preferred VPN tools.

We recommend that you have Global Protect installed

onto your laptop, vs. using the browser application.

Contact the SOC ([email protected]) to install

these tools onto your computer.

• Chrome

• Firefox ESR

• Internet Explorer

• Safari

• Microsoft Edge

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How Do You Enter the IW?

External Links

PeopleSoft

STRIPES

PRIME Financials Reporting Tile

CeDAR Website

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You may also enter the IW Production environment via the

CeDAR Website: https://cedar.princeton.edu

We recommend that you bookmark this url in your browser.

There is a link at the top in the middle of the page to

Enter the Warehouse.

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Report consumers who work

with financial reports may

access the Information

Warehouse via the

Reporting tile at:

https://prime.princeton.edu

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The Reporting tile can

be found in the bottom

half of the Prime Portal

window.

We recommend that

you bookmark this url in

your browser.

When you click on a link to enter

the IW you will be directed to the Princeton Central Authentication

Service portal.

Enter your NetID and Password.

Login

You will be prompted to

receive a Duo request, via

mobile, phone or email.

When you approve the request

you will be sent into the IW.

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When you enter the IW via the Prime Financial portal

there are links to Labor Accounting reports.

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The left gray

navigation bar

contains buttons

for the IW.

The House icon

takes you to the

IW Welcome

Page.

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Cognos Analytics, v11.1.7

The first time you enter the environment the

Welcome page greets you with no Recent content.

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Objects will populate the Welcome page as you open them,

appearing under the Recent heading.

The object icons and pills indicate if the object is a report, report view,

visualization, or dashboard.

The last modified date and time is also indicated at the bottom of each tile.

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The gray navigation toolbar buttons contain fly-out panels.

The Home icon and the pull-down menu in the center of the Orange toolbar take you to your Welcome page.

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The Search feature allows you to search for packages,

folders, reports, and visualizations.

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The Search button opens the Search field window.

As you begin typing any objects that meet the criteria will begin to

populate the window.

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You can select an object from the pull-down menu or hit

the Enter key to return all related objects.

Note: Icons next to objects indicate if they are packages/

data sets, folders, reports/report views, or other objects.

Report icon.

Report view icon

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The Save and Filter buttons are in the top right of the Search window.

The Save button allows you to Save searches that you may use often.

When you Save a search the next time you return to the Search

window your Saved searches will appear under the Search field.

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Best Practice: Search Feature for Reports Run Occasionally

You can use the Saved searches feature to quickly find those reports that you

need to access/run occasionally, i.e. monthly, quarterly, yearly. Using the

Report Name as a saved search is an easy way to find and retrieve reports

used less often.

Note: Of course, you have to

remember that you have

created a saved search for

these reports which you may

run less often.

Note: If the report writer has

renamed or movd the report,

your saved search will not

work. Reach out to your

package custodian if you

cannot access your report.

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Cognos Analytics 11.1.7

Enhanced Run as window

You can run your report

immediately or schedule to run it at

some future time.

You may email the report output to

yourself or others who have access

to the data.

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Running a Report

Navigate to a report via the Team content or My content

button. A fly-out window appears showing reports that you may access.

When you click on the More (…) button next to the report

name a pull-down menu opens. When you select the Run as

button next to a report name, the Run as window opens.

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You can:

1) Choose when to run the report: now or later.

The default setting is run now.

Select your report Format, including HTML, PDF, Excel,

Excel Data, CSV, XML.

2) Click the Run button to accept your choices and run

the report.

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1) When you run the report to PDF or Excel formats you may

save the report output to your desktop.

2) A Save as window opens. You may use the default name

or modify it.

3) You can also select where to store your report output on

your desktop.

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Run in background: Later

When you select run Later, a calendar and time window

appear. You can select the Run date and time for the

report, at some date and time in the future.

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Run in background: Prompt me

If there is a prompt(s) in your report you will be prompted

to select prompt value(s) prior to running the report.

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Run in background: Prompt me

After you select your Run as option and run the report you

will be directed to your prompt(s) before the report runs.

Below is a sample prompt.

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Run in background: Later

Delivery method: scroll down to view this window.

1) You may Save report or Save as a report view.

2) Send report by email.

3) Disabled: Send report to mobile device and Print.

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Delivery: Send report by email

1) Click on Send report by email.

2) Click on Edit details to open the Edit details window.

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Delivery: Send report by email

1) Your user ID will auto load into the To field. Delete this netID.

Enter the entire email address(‘) you want to receive this

report.

2) A default subject with the report name auto-fills the field.

You can modify this.

Note: Only those users

who have access to

view the data will see

the data within the

report.

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Delivery: Send report by email

1) Below the message body window are additional report options.

You may include a link to the report.

You may attach the report output.

2) Select Run when

ready. Your report will

be delivered to your

“Inbox.”

Note: Only those

consumers who have

access to view the data

will see the data within the report.

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After running your report you may return to the

Welcome window via the orange toolbar

pull-down menu.

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After running your report it will now appear in the

Recent area as the first tile listing the report name,

and last modified date and time.

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Cognos Analytics 11.1.7

1) Subscriptions – report emailed to

you only- can schedule only only

one or more days per week.

2) Scheduling Report Views – Create

and schedule a report view

3) Frequency: When you need it, daily,

weekly, monthly, yearly, etc.

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Subscriptions allow users to schedule a personal copy of the report to be saved

or emailed to them, on a daily or weekly basis.

1) You must Run the report before you can subscribe to it.

2) After you run the report go to the More pull-down menu in the orange toolbar,

top right. Select Subscribe.

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The Subscribe window opens.

Here you can select the run day(s), time, format and delivery

mode for your report. Click Create when done.

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Frequency: You can select one or more days of the week to run your report.

Time: When you click on the time a window opens allowing you to set the report run time.

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Format: When you click on the

format button a new window

opens.

Here you can select one or more formats for your report

output.

Select Done when ready, to

accept your selections.

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Delivery Options

Select the Save icon next to

Delivery to open the Delivery

options window.

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Email Delivery Options

You may Send report by

email and Save report.

When you select Send

report by email you are given the option to

Attach the report to the

email, or Include a link to

the report.

After you have made

your selections select

Done to accept your

choices.

Disabled: Print report and

Save to cloud

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To verify that your Subscriptionhas been created go to the Person icon pull-down menu in the orange toolbar, top right.

Select My schedules and subscriptions.

Note: The Subscription has to run at least once to create report output that will show your subscription.

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The Schedule window opens. Enabled

and Disabled objects are listed in the bar chart. Other objects are listed below:

1) Name: Object name

2) Modified: Last modified date & time

3) Type: Icon indicating a schedule (calendar) or subscription (report

page with person icon)

3) Scheduled by: NetID indicating who scheduled the object

5) Status (Enabled, Disabled)

6) Priority: Numeric level, 3 is the default.(Only report writers can change the

priority setting.

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The Schedule window opens.

Enabled and Disabled objects

are listed in the bar chart. Other

objects are listed below:

1) Name: Object name

3) Modified: Last modified date &

time

4) Scheduled by: NetID indicating

who scheduled the object

5) Status (Enabled, Disabled)

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If you click on the More (…) button, rightmost on the object line, a

drop-down function window opens.

From here you can:

3) View versions: The Versions tab allows you to view the reports that

have run.

The Archives tab is disabled.

4) Disable this subscription: This is a

toggle button, so you can Disable

and Enable the subscription here.

5) Remove this subscription: If you no longer need or want this subscription

it can be removed here.

1) Run once: Run your report, report view, visualization once.

2) Modify this subscription: The Subscribewindow opens and you can modify

the Days run, Time run, Format and

Delivery of the Subscription.

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1) Under the More pull-down menu select View versions.

2) The Versions tab opens showing the most recent run of the

report.

3) To view earlier runs of the report select the Show all history box.

View Versions of Your Scheduled Report

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1) By default the last 5 versions

of report output are saved,

with only the last successful report output run being

viewable. Report authors may

modify this setting.

2) When you click on the report

date and time the detail

window will open.

Note: Earlier versions by

default setting are not

accessible. The report writer

can modify this default setting.

View Versions of Your Scheduled Report

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1) The report format is shown on the right (HTM).

If you click the format icon you will be taken to the

report output of this version.

2) You can also Delete this version here.

Report Version Detail Window

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1) The report output appears in the same browser tab.

2) To return to the Schedule window use the blue

return button.

View Version of Report Output

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1) A red circle with an

exclamation point

indicates that the report

did not run successfully.

2) When you click on the

blue details button a

new window will open.

Report Run Issues

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1) In the top right of the window

it indicates that the report run

has failed.

2) The Messages window below

gives you details regarding

the cause of the run failure.

3) The Run time window gives

details about the report run

Request time, Start time, and

End time.

View Run History Details

Note: If a report run fails on a regular

basis please contact the Help Desk to

create a SN@P ticket. Include a

screen shot of this message details

window with your ticket.

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After a schedule runs you

will notice a new

notification in the top

orange toolbar.

When you click on the

bell button the

Notifications window

opens indicating that a

new version of a report is

now available.

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Cognos Analytics 11.1.7

1) Subscriptions: Report output emailed to

only you.

Frequency: One or more days per week.

2) Scheduling Report Views: The report

output may be emailed to you and

others.

Frequency: When you need it, daily,

weekly, monthly, yearly, etc.

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Best Practice:

The original report can be modified and moved by the report author.

When you save the Report as a Report View to your My Content area you are

creating a version of the Report that is yours alone. If any changes are made

to the original report, your report view will automatically incorporate the

changes.

Note: The Report View icon includes an eye.

The Report icon looks like a bar chart.

Report

Report view

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Navigate to the report via the gray navigation bar and

the fly-out windows. To the right of the report name

click on the More (…) button to open the pull-down

menu. Select Create Report View.

Create and Schedule a Report View

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Navigate to the My Content area where you would like to save

your report view.

Note: You may create a new folder by clicking on the folder icon

in the top right of the window. Name the new folder. Click the

Enter button on your keyboard to create the new folder.

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Navigate to the report view in your My Content area

via the gray Nav bar. Open the More (…) button pull-

down menu and select the Properties button.

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When the new window opens select the Schedule tab.

A new windows opens. Click on the Create schedule

button.

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The window opens to the Schedule tab.

Here you can select the Frequency of running the report.

Frequency Type

Daily

Weekly

Monthly

Yearly

Based upon the Type

selected you can select

how often the report run

repeats, and on what

days you repeat running

the report.

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The Options tab includes Format and Delivery options.

You may select one or more Format options.

HTML

PDF

Excel

Excel Data

CSV

XML

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Delivery options include Save report and

Send report by email.

Note: The Send report to mobile device and Print

options are disabled.

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When you select Send report by email the Edit details

button appears. Click it to define your email options.

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In this window you select your email recipients and

create the subject and message for your report.

The To line auto-loads the

netID you are using.

Remove this netID. All

netIDs need the suffix

@Princeton.edu .

Subject: You may use the

default Subject or write

your own.

Message: You may write

your own message.

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Below the message window are 2 radio buttons. You may

include a link to the report in your email, or attach the

report output. Include link is the default selection.

Note: Any recipients you

select must have access

to the report data or the

link will not take them to

the report output, nor will

report output attached to

the email contain any

content.

Remember to select Save

when you have finished

making your choices.

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If your report contains one or more prompts you

need to set your Prompt values to run the report on

a recurring basis.

When you select the

Prompt tab click on the

Set values button.

You will be taken to the

prompts where you

select your values.

Select Run after

selecting your value(s).

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After running you will return to the Prompt window.

Here you can check that the Parameter name and

Parameter values you have selected are correct.

Remember to select

Save when ready.

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You are taken back to the Schedule tab.

Note that under the Summary there is a description of

the report scheduling options you have selected.

If you want to modify your selection use the Edit button

to return to the Schedule, Options and Prompts tabs.

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HELPFUL LINKS & RESOURCES

We in CeDAR are here to answer any questions you may have. In

addition, we have provided a few links that should prove to be useful.

Resource Link/email

CeDAR Website https://cedar.princeton.edu

OIT Support and Operations (SOC) [email protected]

Prime Portal https://prime.princeton.edu

Financial Service Center (FSC) [email protected]

Employee Learning Center www.princeton.edu/training

Information Warehouse (Production) Will be updated on 12/4/2020

IBM Knowledge Center https://www.ibm.com/support/knowledgecenter/

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