Cognos Reporting Guide: Scholar Manuscripts
Cognos Reporting Guide: Scholar Manuscripts
The Table of Contents is interactive, so you may click on the title of the section you wish to visit, and
youll be taken to that page within this document.
Use Get Help Now & FAQs. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .3
System Requirements . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .3
Accessing Reports . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .4
Standard Reports . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .5
Build Your Own Reports . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .6
Publication Folders, My Folders, Custom Reports and Role Reports. . . . . . . . . . . . . . . . . . . . . .6
The Cognos Interface . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6
My Preferences . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .6
Public Folders and My Folders . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .8
Accessing Custom Reports . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .8
Running Reports in Cognos. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9
Standard Reports . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9
Build Your Own Reports. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .11
Selecting A Delivery Method. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .11
Navigating through Reports Results . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .13
Using Query Studio to Build Your Own Reports. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 14
The Data Tree . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 15
Inserting Fields into a Report. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .16
Creating New Reports. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .17
Opening Reports. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .17
Saving Reports . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .18
Formatting Options. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 18
Moving and Deleting Columns. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .19
Filtering Results. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .19
This guide contains instructions for basic users of Cognos Reporting on ScholarOne Manuscripts
sites. For more training materials, please visit ScholarOnes Get Help Now site.
SCHOLARONE MANUSCRIPTS
COGNOS REPORTING GUIDE
SCHOLARONE MANUSCRIPTS COGNOS REPORTING GUIDE
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CONTENTS
Sorting Results . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .24
Adding a Calculated Field . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .24
Grouping and Ungrouping Columns . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .27
Collapsing and Expanding Groups . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .27
Summarizing Results . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .28
Pivoting to Create a Crosstab Report . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .29
Swapping Rows and Columns . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .30
Creating Sections . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .30
Creating Charts and Graphs . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .31
Adding Conditional Styles . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .33
Formatting Date Columns . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .35
Exporting Report Results . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 37
Exporting from a Standard Report . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .37
Exporting from a Build Your Own Report. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .37
Scheduling Reports . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 38
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SYSTEM REQUIREMENTS
At this time, Cognos supports the following web browser and operating system combinations:
Microsoft Internet Explorer 9: Windows
Microsoft Internet Explorer 8: Windows
Microsoft Internet Explorer 7: Windows
Microsoft Internet Explorer 6 SP1: Windows 2000 / 2003
Microsoft Internet Explorer 6 SP2: Windows XP
Firefox 3.6 (Fix Pack 1+): Windows / Mac / UNIX / Linux
Firefox 3.5: Windows / Mac / UNIX / Linux
Firefox 3.0: Windows / Mac / UNIX / Linux
Firefox 2.0: Windows / Mac / UNIX
Firefox 1.5: Windows / Mac
Firefox 1.5.02: Linux / UNIX
USE GET HELP NOW & FAQS
As a ScholarOne Manuscripts Admin, one of your greatest help tools is ScholarOnes Frequently Asked
Questions tab on our help site, Get Help Now. Our FAQs provide immediate answers to common user
questions.
In addition, Get Help Now offers downloadable guides (such as this one), video tutorials, an online
user guide, and the ability to Create A Case to get assistance from our support group. We recommend
that you bookmark our help site and consult often.
You can access the Cognos Reporting FAQs here.
Use our Get Help
Now portal to access
training guides and
videos, nd answers
to your questions, and
contact support.
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ACCESSING REPORTS
The Reports area of the dashboard, located towards the bottom of the page beneath the Admin Center
Tools, has links to all reporting options: Standard Reports; Build Your Own reporting packages; Publica-
tion Folders, My Folders, Custom Reports and Role Reports; At-A-Glance Statistics; Legacy Reports; and
Legacy Data Search (if confgured).
Clicking on the plus sign next to any reporting category will expand the menu to display all of the Standard
and Build Your Own reporting options for that category. NOTE: The specifc Standard Reports and Build Your
Own reporting packages are confgurable and may vary based on the role and site youre logged in to.
Best Practice: If you do
not wish to see all avail-
able Standard Reports and
Build Your Own Reports
packages on your Admin
Dashboard, contact Schol-
arOne. Client Solutions
can remove unwanted
links from this section.
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STANDARD REPORTS
When a reporting category is expanded, you will see a listing of Standard Reports available for that
category. Clicking on the help icon ( ) to the left of any Standard Report name will give you a brief
description of the report and a link to view a sample report. Clicking the name of any Standard Report
will take you directly to the prompt page of the report in the Cognos reporting system.
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BUILd YOUR OWN REPORTS
Each reporting package has a unique set of felds and flters available that are tailored to the specifc
type of report being built. We strongly advise that the individual reporting packages be used to build
the types of reports suggested. Clicking on the help icon ( ) to the left of any Build Your Own Reports
package name will give you a brief description of what you will be able to create.
A complete listing of felds available in the Cognos reporting system is available here.
The reporting packages available are:
Manuscript Status & Summary Reports. Use this package to build your own report on manuscripts,
their status, submission statistics, and other details. This is the most basic of manuscript packages
available, and is suitable for novice users or for those building simple manuscript-centric reports. It
provides rolled-up data that applies to all versions of a manuscript.
Production Reports. Use this package to build your own report on manuscripts, volumes and issues,
export information, and other production details.
File Storage Reports. Use this package to build your own report on fle storage.
Peer Review Details Reports. Use this package to build your own report on manuscript details, deci-
sions, turnaround times, and other peer review information. The Peer Review Details package is the
most complex of all reporting packages, and has the most comprehensive list of felds and flters.
User Account Reports. Use this package to build your own report on users and their contact informa-
tion, roles, keywords, and other account details.
Reviewer Performance Reports. Use this package to build your own report on reviewers and their
performance.
Editor, EIC & Admin Performance Reports. Use this package to build your own report on editors,
EICs and Admins and their performance.
Invited Author Performance Reports. Use this package to build your own report on invited authors and
their performance.
PUBLICATION FOLdERS, MY FOLdERS, CUSTOM REPORTS, ANd
ROLE REPORTS
Clicking the Publication Folders, My Folders, Custom Reports, and Role Reports link will open a new
window containing the Cognos interface on the Publication Folders page. From this page, you can
navigate to:
Any reports you have built and saved for yourself on the My Folders tab.
Any custom reports that may have been built for your site.
Any reports that have been created for specifc roles on your site.
THE COGNOS INTERFACE
MY PREFERENCES
Before navigating through Cognos, it is recommended to check your preferences. To access My Prefer-
ences, click the Publication Folders, My Folders, Custom Reports and Role Reports link. In the pop-up
window, click the person icon and then select My Preferences.
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Important Preferences to check:
Number of entries in list view: This option allows you to designate how many reports you see on a
single page in the Cognos folders.
Report format: This is the default report format when you run any report. It is recommended that you
leave this as HTML, as setting it to another format will not show real-time data, but will show the data
the frst time you ran the report.
Default View: If changed to Details, reports will display as icons instead of links in the Cognos folders.
Product Language: This changes all of the icon names and action items in Cognos. The default lan-
guage is English.
Time zone: If you have ScholarOne Manuscripts set up to a different time zone other than EST, then we
recommend you update the option here to select the confgured time zone, so that it matches your site.
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PUBLIC FOLdERS ANd MY FOLdERS
Each user will have two tabs at the top of the Cognos reporting interface: Public Folders and My Fold-
ers. The Public Folders tab contains role-based folders for the specifc journal you are accessing and
content that is accessible to a large group of users. The My Folders tab is where personal reports can
be stored if you do not want them to be accessible to other users. The My Folders area is specifc to you
anything stored in My Folders cannot be seen by other users.
Clicking the Publication Folders and then the folder containing the current publication name will show
sub-folders for each role of type Editor and above. Administrator users will have access to Administra-
tor, Editor-in-Chief, and Editor folders, Editors-in-Chief will have access to Editor-in-Chief and Editor
folders, and Editors will only have access to Editor folders. By copying or saving a report into the role
folders, ScholarOne Manuscripts users have the ability to create new reports and make them available
to their end users. Copying or saving a report into the publication folder makes the report available to
all roles.
ACCESSING CUSTOM REPORTS
To access custom reports that have been built for your site, click on the Admin-related role folder.
ScholarOne places a link for each custom report directly into the role folder(s).
Best Practice: If
you have access to
more than one role of
Admin role type, you
will have more than
one My Folders. We
recommend that you
pick a single role and
save all your reports
in one role.
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RUNNING REPORTS IN COGNOS
STANDARD REPORTS
To run a standard report, select a standard report from the direct links on your dashboard.
NOTE: These reports have been designed to replicate the functionality, formatting, and output avail-
able in the legacy Crystal reports and they cannot be altered or expanded upon.
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Upon clicking the link, you will be taken to the Select Search Criteria, or prompt, page. Make your
selections for what data you would like to include and click Finish.
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BUILd YOUR OWN REPORTS
To access the Build Your Own Reports package from the dashboard, simply click the name of the pack-
age youd like to use to create your report.
Clicking a link for a Build Your Own reporting package will open a new window with the Cognos Query
Studio interface. The Query Studio tool allows you to start from scratch and create a report on your
own. You can select the data, formatting, and grouping/sorting requirements and then save the report
to your My Reports folder.
SELECTING A dELIvERY METHOd
When selecting a report (Standard, Build Your Own or Custom) to run and answering the prompts, you
may see a message reading, Your report is running. Instead of waiting, you can select a delivery
method to run the report in the background.
Best Practice: If your
report is expected to
contain a large amount
of data, we recommend
clicking the Select a
Delivery Method link
and emailing the report
to send once it is nished
running.
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Clicking the Select a Delivery Method link allows you to save the report, save the report as a report
view (a copy of the report at the time you ran it), or e-mail the report.
If you choose to save the report as a Report View, we suggest that you name the report descriptively
and save it to your My Folders.
For instructions on how to email a report, go to the Scheduling Reports section.
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NAvIGATING THROUGH REPORTS RESULTS
Click the Top, Page up, Page down, or Bottom button at the bottom of the screen to move between
pages of report results.
NOTE: Standard Report results can only be saved to a different folder, emailed, or exported; they can-
not be re-sorted or manipulated in any way.
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USING QUERY STUDIO TO BUILD YOUR OWN
REPORTS
To build your own report from scratch, frst determine the type of report you want to build. Its often
helpful to make a list of the reports criteria youll be using and use it to select the Build Your Own
reporting package youd like to use to create your report.
Once you have selected the reporting package youd like to use, you will be taken to Query Studio.
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THE DATA TREE
In order to start building a new report, use the Insert Data menu item in the menu bar on the left.
Expand the folders in the data tree (felds list) to view the felds that can be used. The folder tree is
organized into logical groupings of felds. depending on the reporting package youre using, the folders
and felds will be different and tailored to the exact type of report youre trying to create. Each section
can be expanded and collapsed to fnd the felds you are looking for.
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Clicking the up arrows to the right of the Information text at the bottom of the Insert Data section will
show you a defnition of the selected feld along with any formatting notes. You can also hover your
mouse over the feld name to view the defnition and formatting notes.
INSERTING FIELdS INTO A REPORT
To insert felds from the folder tree into a report, either double-click the feld or drag and drop it into
the correct place in the report. NOTE: The drag and drop option only works in Internet Explorer.
Upon inserting felds into a report, the system will display your selected felds in the format you re-
quested with sample data inserted in the place of actual submission data. To run the report with your
user or submission data, click the Run once with all data link in the bottom right corner of the window.
NOTE: Although you have the capability to insert many felds into a report, you may fnd that the more
felds you insert, the longer it takes to return your report results. If this is the case, you may want to try
fltering the data to reduce the size of the results coming back.
Best Practice: We
recommend that you
only click the Run once
with all data link to get
a snap-shot of your data
as you build your report.
Once you make an ad-
ditional change to the
report, the report will
revert to sample data.
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CREATING NEW REPORTS
Click the New button to create a new Build Your Own report from within Query Studio. Alternatively,
you can go to the orange menu on the left-hand side and click on Manage File to access the same link.
OPENING REPORTS
Click the Open button to open an existing user-built report within Query Studio. Alternatively, you can
go to the orange menu on the left-hand side and click on Manage File to access the same link.
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SAvING REPORTS
Click the Save button to save the report, or click the Save As button to save the report under a new
name or in a new folder. NOTE: If you save the report to My Folders, please note that it will only be
available as long as the Admin role in ScholarOne Manuscript is active and unexpired. Please view this
FAQ for more information on when Admins are changed on a site.
FORMATTING OPTIONS
The look of report results can be altered by using the formatting tools located in the top toolbar. Use
the toolbar buttons to change border styles, alignment, and font styles, sizes, weights, and color.
You can also change the name of any reporting column. Double-click on the column header and type in
the desired name of the column. Click OK.
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MOvING ANd dELETING COLUMNS
Click a column heading and use the Cut, Paste, and Delete buttons to move a column of data to a new
location within the table or to remove it from the report entirely. If you make a mistake, use the Undo
or Redo button. NOTE: It is possible to delete a column and retain flters or calculations based on that
column. If you delete a column with a flter, you will be prompted to either delete or retain the flter
prior to the column being completely deleted.
To move a column, Cut the column you would like to move and left click on the column to the right of
the new location of the column, then click Paste.
FILTERING REPORT RESULTS
Report results can be fltered so that only the data you need is visible.
To flter, click the column heading you would like to place a flter on, and then click the Filter button.
Select the values you would like to include in or exclude from the report results.
There are three options that can be applied to any flter:
1. Show only the following or Do NOT show the following
2. Show or leave out missing values (blanks)
3. Prompt every time the report runs
(This option will allow you to defne the fltering every time you run the report with data.)
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There are 5 available fltering options:
1. Search for Values
This option allows you to search for existing values in a feld, instead of having to select from a list.
There are several options that you can search on by clicking Options:
- Starts with any of these keywords
- Starts with the frst keyword and contains all of the remaining keywords
- Contains any of these keywords
- Contains all of these keywords
Additionally, you can designate if your search string is case sensitive.
Simply Search for values you would like to flter on and click Insert from the Results box.
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2. Type in Values
You can type values in directly to be fltered on. You can select an operation of Exact Matches, Starts
with, Ends with, or Contains.
Type directly into the left box, with values separated by line. Click insert to flter on each value.
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3. Pick Values from a List
You can select values via a check box from the list of all existing flterable values.
4. date flters (applies to date felds only - e.g. Submission Date)
If you add a date feld and flter, these options are available:
- Date Range
- Last number of days
(This option allows you to create a rolling flter. See also this FAQ).
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5. Combination Filters
Once you have added more than one flter, you can combine flters and apply fltering logic. You can
select a flter or flters and apply one of these options:
- Group
- Ungroup
- Apply NOT
- Remove NOT
In addition to creating a custom flter, we have several pre-defned flters for selection under the Edit
data Menu at the bottom. In the FILTERS ANd CALCULATEd FIELdS folder, you will fnd several pre-
defned flters that allow you to flter on Manuscript Status, Manuscript Type, Submission and decision
dates, Revision/Resubmission due dates and other items.
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SORTING REPORT RESULTS
Report results can be sorted so that the data are displayed in the order you need. To sort, click the col-
umn heading that you would like to sort on, and then click the Sort button.
You can change the sort from ascending to descending by left-clicking the underlined sort. In the
example below, you would right-click the Manuscript Type: Ascending order link). Then click the Edit
link, and select the appropriate sort option.
AddING A CALCULATEd FIELd
You can add a column containing calculated data to report results. To create a calculated feld, control-
click the column headings to be used in the calculation and click the Calculate button. You can create a
calculation on a single feld or between more than one feld.
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When you click Calculate, you are presented with various Operations for use. Based on the type of feld
you are using to calculate, different Operations will appear. There are three common types of felds:
date felds (e.g. Submission Date)
Count felds (e.g. # Reviews Submitted)
Text felds (e.g. Manuscript Title)
date felds have the following Operations (between one or more felds):
difference, difference in days, Months and Years
Adding days, Months or Years
Earliest
Latest
Showing Year, Month, Month (number), Week, day, Hour, Minute, Second
Count felds have the following Operations (between one or more felds):
Operation Type Arithmetic
Sum
difference
Multiplication
division (of another feld or a particular value)
Operation Type Percentage
Percentage (feld as percentage or another feld or a particular value)
Percentage of Total
Percentage of Footer
Text felds have the following Operations (between multiple felds only):
Concatenation
After selecting the desired Operation, check the Expression section before inserting the calculation.
This will tell you exactly what will be defned in the resulting column. Once you have verifed the calcu-
lation, click Insert.
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Best Practice: In order
to eliminate the need to
re-name the calculated
column after inserting
the calculation, you can
add a New item name in
the Calculate pane. This
will be the name of the
new column, after click-
ing Insert.
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GROUPING ANd UNGROUPING COLUMNS
If a column in a report contains multiple instances of the same value, you may wish to group these
identical values together. Grouping reorders the rows of a selected report so that identical values ap-
pear together and suppresses the display of duplicates. To group or ungroup data, click the column
heading for the data you would like to group, and then click the Group or Ungroup button.
The image above has the results without grouping applied (left) and with grouping applied (right).
COLLAPSING ANd EXPANdING GROUPS
You can view only the details you want by expanding and collapsing a report. Collapsing a report tem-
porarily removes progressive levels of detail, making it easier to fnd and compare high-level summa-
ries. Expanding a report restores the collapsed levels. To expand or collapse a report, click the Collapse
Group or Expand Group button.
The image above has the results before/expanded (left) and after/collapsed (right). NOTE: Collapsing
and Expanding only works if you have a count (or summary) feld contained in the report. We recom-
mend if you would like to use this feature to add the # of Manuscripts feld to your report.
Best Practice: Col-
lapsing and Expanding
only works if you have a
count (or summary) eld
contained in the report.
We recommend if you
would like to use this
feature to add the # of
Manuscripts eld to your
report.
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SUMMARIZING REPORT RESULTS
The Summarize feature allows you to summarize groups of data. To summarize based on a particu-
lar feld, click the desired column heading and click the Summarize button. You can change the way
in which the data is summarized by right-clicking on the column and selecting a new summarization
method.
The following options are available when you summarize. The summary row will display one of the fol-
lowing:
Count (This is the number of rows with populated data in the grouping)
Count distinct (This is the number distinct of rows in the grouping)
Total
Average
Maximum
Minimum
Median
Standard deviation
variance
Calculated or Automatic (This is the default summary, based on the type of feld that is being sum-
marized)
The image above has the results before summarizing using the total option (left), and after (right).
Best Practice: Sum-
marizing will only work
successfully if you apply
Grouping to at least
one eld rst. NOTE: If
you have more than one
group, you will have a
summary line per group-
ing.
SCHOLARONE MANUSCRIPTS COGNOS REPORTING GUIDE
Page 29 June 2012
PIvOTING TO CREATE A CROSSTAB REPORT
Crosstab reports are useful for more concisely summarizing or grouping like information. To create a
crosstab report, open the report that you would like to use, click the column header that you would like
to use for the top row in the crosstab, and then click the Pivot button.
The image above has the results before creating a crosstab report (left) and after (right).
Best Practice: Creat-
ing a Crosstab report
only works if you have a
count (or summary) eld
contained in the report.
We recommend if you
would like to use this
feature to add the # of
Manuscripts eld to your
report.
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Page 30 June 2012
SWAPPING ROWS ANd COLUMNS
You can swap rows and columns in crosstab (pivot) reports. To swap rows and columns, click the Swap
Rows and Columns button.
The image above has the same table as before, with the Swap Rows and Columns option applied.
CREATING SECTIONS
Sectioning a report allows you to display the value of a selected report item as the heading of a section.
To create sections, click the column heading that you would like to use as the section header, and then
click the Create Sections button.
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Page 31 June 2012
CREATING CHARTS AND GRAPHS
The Cognos interface supports pie charts, line graphs, bar charts, and many other types of charts and
graphs. To create a chart, run the report that you would like to use and click the Chart button. You have
the option to display the Chart and table, or the Chart only. You can also designate if you would like to
see the values in the chart.
Best Practice: Creating
a chart only works if you
have a count (or sum-
mary) eld contained in
the report.
SCHOLARONE MANUSCRIPTS COGNOS REPORTING GUIDE
Page 32 June 2012
This is the result when the chart and table option are selected and inserted into a report.
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Page 33 June 2012
AddING CONdITIONAL STYLES
Conditional formatting enables you to format cells based on the values within them. To set up condi-
tional formatting, frst select the column you want to format. Then, under the Change Layout menu on
the left side of the screen, select Dene Conditional Styles.
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Page 34 June 2012
To defne the display of certain values, enter the threshold before and after which the values on the
report will be displayed in different styles into the New value text box and click the Insert button.
Next, select the style in which youd like to display the results that fall above or below the value you
entered. This is done by clicking the pencil icon within the value range. You can enter multiple time
intervals and styles, and then click OK to apply these changes to the report.
SCHOLARONE MANUSCRIPTS COGNOS REPORTING GUIDE
Page 35 June 2012
FORMATTING dATE COLUMNS
There are times when the dates displayed in reports do not match the format you would like to use.
For example, the Submission Date column may use the month, day, year, and time of submission. To
change this so the column only lists the month, day and year of submission, right-click on the Submis-
sion Date column and select the Format Data option. You can then select the format that you would
like the data to be displayed in and click OK.
SCHOLARONE MANUSCRIPTS COGNOS REPORTING GUIDE
Page 36 June 2012
The image above has the results before formatting the Submission date (left) and after (right). NOTE:
This can also be applied to calculated columns and columns that display numbers.
SCHOLARONE MANUSCRIPTS COGNOS REPORTING GUIDE
Page 37 June 2012
EXPORTING REPORT RESULTS
The Cognos reporting tool supports a variety of export formats, including PdF, Excel, CSv, and XML.
The steps for exporting report results are different for Standard and Build Your Own Reports.
EXPORTING REPORT RESULTS FROM A STANdARd REPORT
From the Standard Report results screen, click the View button ( ) to view or save the report results
as HTML, PdF, XML, or Excel fles.
EXPORTING REPORT RESULTS FROM A BUILd YOUR OWN
REPORT
From Build Your Own Report results, export the results by clicking the Run Report menu item on the
left side of the screen. From that menu, click the viewing option you would like, and the system will
prompt you to open or save the fle in the specifed format.
SCHOLARONE MANUSCRIPTS COGNOS REPORTING GUIDE
Page 38 June 2012
SCHEDULING REPORTS
Any report you have saved in your My Folders can be scheduled to be delivered to you and to other
people in your organization. Locate the scheduling icon in the actions section of your list of reports.
Click the Schedule icon beside the report you would like to schedule.
The frst thing you can set is the Frequency of how often you would like the report to be delivered. You
can choose from daily, weekly, monthly or yearly options. Next, by checking the Override the Default
Values check box, you can select the Format and Delivery of your report. Be sure that you uncheck any
options you do not want.
NOTE: The Print the report option does not apply to ScholarOne Manuscripts.
SCHOLARONE MANUSCRIPTS COGNOS REPORTING GUIDE
Page 39 June 2012
When setting up the report to be sent by email, check the box beside the Send a link to the report by
email option. Then to designate how the email will look, click the Edit the options... link.
There are several options to choose from:
Include a link to the report The recipient will need to log into ScholarOne Manuscripts with their User
ID and Password to access the report via the emailed link. Because of this authentication, the user will
only see data that they have permissions to see (Editors will only see data related to submissions they
are assigned to).
Attach the report When you attach the report as a fle, the recipient(s) will see exactly what you see.
This means an Editor would be able to see information about all submission and not just the one they
are assigned to.
When setting up the report to be sent by email, check the box beside the Send a link to the report by
email option. Then to designate how the email will look, click the Edit the options... link.
There are several options to choose from:
Include a link to the report The recipient will need to log into ScholarOne Manuscripts with their
User ID and Password to access the report via the emailed link. Because of this authentication, the user
will only see data that they have permissions to see (Editors will only see data related to submissions
they are assigned to).
Attach the report When you attach the report as a fle, the user will see exactly what you see. This
means an Editor would be able to see information about all submission and not just the one they are
assigned to.
Best Practice: If you
include a link to the
report, we recommend
adding instructions in
the email body on how
to access the report by
logging into Scholar-
One Manuscripts.
SCHOLARONE MANUSCRIPTS COGNOS REPORTING GUIDE
Page 40
SCHOLARONE
ScholarOne, a Thomson Reuters Business, provides comprehensive workow management systems for
scholarly journals, books, and conferences. Its web-based applications enable publishers to manage the
submission, peer review, production, and publication processes more efciently, increasing their prole
among authors, decreasing time-to-market for critical scientic data, and lowering infrastructure costs.
ScholarOne offers workow solutions for the submission and review of manuscripts, abstracts, proceed-
ings, books, grants & awards, and production. Supporting over 365 societies and publishers, over 3,400
books and journals, and 13 million users, ScholarOne is the industry leader.
FIND OUT MORE ABOUT SCHOLARONE MANUSCRIPTS
To learn more, visit www.scholarone.com or contact the ofce nearest you.
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