Creating Report Schedules in Cognos Analytics

This job aid walks you through on how to setup schedules in Cognos Analytics. Schedules can be setup to send reports as email attachments, links by one or more formats to one or more person.

Begin by logging into Cognos Analytics.

In Cognos Analytics, it’s recommended to create schedules on a Report View. This ensures that any updates Reports Authors makes will automatically get reflected on the report you are setting schedules for. Some of the Reports are already Report Views.

Before setting up a schedule, check if the report is a Report Report or Report View Report View.

  • If it's a Report, see section below Create Report Views to My Content below.
  • If it's a Report View, skip to section called Copy Report View to My Content below.

Create Report Views to My Content

  • From the left side navigation bar, click the report folder and sub folder containing the desired report.
  • To the right of the report name, click the ellipsis Three Dots to bring up the More menu.
    Create Report View
  • Click Create report view.
  • Save the report in your My Content. Optionally, if you want to rename the report, you can do so as part of this step.

Copy Report View to My Content

ReportViewCopy01.jpg
ReportViewCopy02.jpg
  1. To the right of the report view name, click the ellipsis Three Dots to bring up the More menu.
  2. Select Copy or move.
  3. Select the My Content.
  4. Click the Copy to button. Optional: To organize your Report Views by Folders, click the + icon on top right of the pop-up menu

Setup schedules

Step 1: Getting to Schedule menu

SetupSchedule01.jpg
  1. To the right of the report view name, click the ellipsis Three Dots to bring up the More menu.
  2. Select Properties.

SetupSchedule02.jpg
  1. Select Schedules tab.
  2. Click (+) New.

Step 2: Choosing frequency and output formats

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  1. Select frequency from the drop down menu.
  2. Select output Format by clicking the Default icon.
    SetupSchedule04.jpg
  1. Select one or more formats you wish to get as part of your schedule.
  2. Click on the Done button to close this fly-out menu.

Step 3: Choosing Delivery Options

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  1. Select Delivery by clicking the > Link to get Fly out Menu.
  2. Choose Send report by email.
  3. Enter one or more email address.

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  1. Scroll down and un-check Include a link to the report.
  2. Click on the Done button to close out the fly-out menu pane.

Step 4: Set Prompt Values

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  1. Set Prompt values by clicking the > Link to get Fly out Menu.
  2. Choose Set.
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  1. Fill in the desired Prompts Values, scroll down and click Finish.
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  1. Click Create to create the schedule.

Managing Schedules

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  1. Choose Person Icon on the Top right corner.
  2. Choose My Schedules and subscriptions Menu.
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  1. To the right of the schedule, Click the ellipsis Three Dots to bring up the More menu.
  2. Choose the desired menu.
Tip: There are more option to see history and schedule activities from the Schedule drop down menu on the top left.

See Also:

For additional assistance please contact the IT Support Center at 847-491-4357 (1-HELP) option 2, or consultant@northwestern.edu.




Keywords:Cognos, Analytics Reporting ERA BI "Data Warehouse" DMA "Data Management & Analytics"   Doc ID:82120
Owner:Enterprise Reporting & Analytics .Group:Northwestern
Created:2018-05-07 14:01 CDTUpdated:2020-05-29 11:01 CDT
Sites:Northwestern
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