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IBM Cognos To Schedule Any Report

This document provides instructions for scheduling a report in IBM Cognos 8.4 and sending it via email. It describes creating a report view folder, then using a wizard to schedule the report by selecting a frequency, end date, output format, and enabling email delivery. It notes to not run reports more than once per day. The instructions also cover overriding default prompt values, setting parameter options, and finishing the schedule setup.
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0% found this document useful (0 votes)
70 views4 pages

IBM Cognos To Schedule Any Report

This document provides instructions for scheduling a report in IBM Cognos 8.4 and sending it via email. It describes creating a report view folder, then using a wizard to schedule the report by selecting a frequency, end date, output format, and enabling email delivery. It notes to not run reports more than once per day. The instructions also cover overriding default prompt values, setting parameter options, and finishing the schedule setup.
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as PDF, TXT or read online on Scribd
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IBMCognos8.

4
Howtoscheduleareportandsendviaemail

Toscheduleanyreport,youmustfirstcreateaReportView
DistrictFolderorMyFolders.

ofthereportandplaceitinyour

Youarethenbroughtthroughawizardtodothefollowing:
Editthename,screentipandchoosethelocationfortheReportView.

ClickFinishandtheReportViewhasbeencreated!

Next,navigatetothelocationofyournewlycreatedReportView.
UndertheActionscolumnforthereportthatyouputinyourMyFoldersorDistrictfolder,click
onthescheduleicon tobringuptheSchedulewizard:

IBMCognos8.4
Howtoscheduleareportandsendviaemail

Youneedtoselectyourfrequency(howoftenyouwantthereporttorun)andyourenddate
first.(***Important***thereportshouldNOTberunmorethanonceperday!!!)

Next,youneedtochoosewhatoutputformat(s)youwantforthereport(.pdf,.xls)
ClickontheOverridethedefaultvaluescheckboxundertheOptionssection

IBMCognos8.4
Howtoscheduleareportandsendviaemail

ThenyouneedtochecktheSendalinktothereportbyemailoption,thenclickontheEdit
theoptionslink:

ClickOKwhenyouhavefinishedtheemailoptions.

Next,youneedtosetyourreportparameters.Firstyouneedtoclickon
ClickontheOverridethedefaultvaluescheckboxunderthePromptvaluessection

ThenclickontheSetlinktosetoptions.YouwillbebroughttotheParameterpage
forthereportandchooseallapplicableoptionsandthenclickFinish

IBMCognos8.4
Howtoscheduleareportandsendviaemail

YouwillbebroughtbacktotheScheduleoptionspage
LastsettingistoclickOK

Yourreportisscheduledandwillrunperyourschedule!

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