Begin by logging into Cognos Analytics.
In Cognos Analytics, it’s recommended to create schedules on a Report View. Here are some advantages you get
when using Report Views:
- This ensures that any updates Reports Authors makes will automatically get reflected on the report you
are setting schedules for.
- The ‘original’ report can only be scheduled one time.
- You can schedule multiple report views of the same report.
- Each report view can have its own unique schedule, frequency, distribution, and delivery options.
Note: Some of the Reports are already Report Views.
Before setting up a schedule, check if the report is a
Report or
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
- Navigate to and hover over the report for which you would like to create a schedule.
- To the right of the report name, click the ellipsis (. . .) to bring up the More
menu.
- Select 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
- To the right of the report view name, click the ellipsis
(. . .) to
bring up the More menu.
- Select Copy or move.
- Select the My Content.
- 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
- To the right of the report view name, click the ellipsis
(. . .) to bring up the More menu.
- Select Properties.
- Select Schedules tab.
- Click Create Schedule button.
Step 2: Choosing frequency and Period
- Select frequency from the drop down menu.
- Select when you want the Schedule to begin from the Period section.
Step 3: Choosing Options (Format and Delivery Method)
- Select the Options tab.
- Select the one or more output formats that you wish to schedule the report for.
- If you wish to setup the schedule to email the output, click on the Send report
by email checkbox.
- Click on the Edit details link to get additional email delevery
options.
- Add additional email addresses in the To, CC or BCC (This step is
Optional).
- Edit Subject (This step is Optional).
- Switch off the Include link option.
- Switch on the Attach report output option.
- Click on the back arrow labelled Send repport by email option.
Step 4: Set Prompt Values
- Select the Prompts tab.
- Select the Set Values buttons which will bring up the report's prompt
page (if the report does not have prompts, you can skip this step).
- Select the Save button to save the schedule.
Managing Schedules
- Choose Person Icon on the Top right corner.
- Choose My Schedules and subscriptions Menu.
- To the right of the schedule, Click the ellipsis
(. . .) to bring up the More menu.
- Choose the Modify this schedule menu.
- Make any changes you wish from the scheduler window.
Tip: There are more option to see history and schedule activities from the
Schedule drop down menu on the top left.
Rerunning Schedules Manually
- Choose Person Icon on the Top right corner.
- Choose My Schedules and subscriptions Menu.
- To the right of the schedule, Click the ellipsis
(. . .) to bring up the More menu.
- Choose the Run Once menu.
- Make any changes you wish from the scheduler window.
Tip: There are more option to see history and schedule activities from the
Schedule drop down menu on the top left.