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    Access Run Reports

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    Venkateswar Raju H
    The Cognos tool is used to report against data entered into InfoEd, NUFinancials and FAMIS applications. Upon completion of this guide, you should be able to: Login and navigate through Cognos Run a report in Cognos using prompts (filters) select the report you want to run by clicking on the report name.

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    Access Run Reports

    Uploaded by

    Venkateswar Raju H
    37 views11 pages
    The Cognos tool is used to report against data entered into InfoEd, NUFinancials and FAMIS applications. Upon completion of this guide, you should be able to: Login and navigate through Cognos Run a report in Cognos using prompts (filters) select the report you want to run by clicking on the report name.

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    The Cognos tool is used to report against data entered into InfoEd, NUFinancials and FAMIS applications. Upon completion of this guide, you should be able to: Login and navigate through Cognos Run a report in Cognos using prompts (filters) select the report you want to run by clicking on the report name.

    Copyright:

    Attribution Non-Commercial (BY-NC)
    Download as PDF, TXT or read online from Scribd
    Download as pdf or txt
    37 views11 pages

    Access Run Reports

    Uploaded by

    Venkateswar Raju H
    The Cognos tool is used to report against data entered into InfoEd, NUFinancials and FAMIS applications. Upon completion of this guide, you should be able to: Login and navigate through Cognos Run a report in Cognos using prompts (filters) select the report you want to run by clicking on the report name.

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    Attribution Non-Commercial (BY-NC)
    Download as PDF, TXT or read online from Scribd
    Download as pdf or txt
    of 11

    Cognos Reporting FMS111

    Accessing and Running Reports in Cognos


    This is a training guide to step you through accessing Cognos, navigating and running reports.

    Before you begin . . .


    When is this used? The Cognos tool is used to report against data entered into InfoEd, NUFinancials and FAMIS applications. Who has access? Central Offices; Department Administrators; Research Administrators; Business Administrators; Deans Offices / School Administrators Where to get help? For assistance, contact NUIT Support Center at 847-491HELP (4357), or email [email protected]

    Upon completion of this guide, you should be able to:


    Login and navigate through Cognos Run a report in Cognos using prompts (filters) Print, email and change report formats

    Additional Resources For additional training materials visit Project Cafe website at http://cafe.northwestern.edu/training/materials.html

    Accessing and Running Reports in Cognos 4/26/2011

    2011 Northwestern University FMS111

    Cognos Reporting FMS111

    Step 1a: Log in to the NUPortal

    https://nuportal.northwestern.edu

    Step 2a: Cognos Navigation


    Cognos will open in a new window.

    Accessing and Running Reports in Cognos 4/26/2011

    2011 Northwestern University FMS111

    Cognos Reporting FMS111

    Step 2b: Cognos Navigation (continued)


    You will never access the blue folders.

    In the Project Caf Reports folder, you will only see subfolders based on your security.

    In this example we will run the GL005 report.

    Accessing and Running Reports in Cognos 4/26/2011

    2011 Northwestern University FMS111

    Cognos Reporting FMS111

    Step 2c: Cognos Navigation (continued)

    You will only see subfolders based on your security.

    Select the report you want to run by clicking on the report name.

    The report names begin with a two letter prefix: FM (Facilities Management), GL (General Ledger), GM (Grants Management), SC (Supply Chain)

    Accessing and Running Reports in Cognos 4/26/2011

    2011 Northwestern University FMS111

    Cognos Reporting FMS111

    Step 3a: Enter Prompts

    A prompt is used to filter data.

    Some reports have required prompts which are indicated by an *Orange Asterisk next to the prompt.

    Date Options You can also select an accounting period from the following three choices: Current Period: the current calendar month Previous Period: the previous calendar month User Defined Period: specify the Fiscal Year and Accounting Period (useful for prior periods) Note: When there are multiple accounting periods open at the same time, pay close attention to the calendar to know which accounting period data will be retrieved. When in doubt, click the date option link for specific date definitions:

    Accessing and Running Reports in Cognos 4/26/2011

    2011 Northwestern University FMS111

    Cognos Reporting FMS111

    Step 3b: Enter Prompts (continued) Department Tree


    There are two ways to locate the department(s) you want to include in the report; Tree Search and Department Search and Select. Use the tree to drill down to the division, subdivision, department and units you want to include. As you drill through the tree, you will only see departments that you have access to view based on security.

    NOTE: Multi-year reports cannot use multiple trees. Only one tree may be used per report. All years in the report will conform to financial structure used within the selected tree.
    Accessing and Running Reports in Cognos 4/26/2011 2011 Northwestern University FMS111 6

    Cognos Reporting FMS111

    Step 3c: Enter Prompts (continued) Department Search & Select


    Department Search and Select allows you to type in values and search for results. It is recommend that you click the Options link and select contains any. Select the department(s) from the results list to include in the report.

    NOTE: The more prompts selected the more refined the report. For example, if you select a Fund, Dept ID and Project, that Project will be the only thing that appears in the report. If you only select Dept ID, then all funds and projects belonging to that department will appear in the report (based on security). If non-required prompts are left blank, the system will search by all data which could increase processing time.
    Accessing and Running Reports in Cognos 4/26/2011 2011 Northwestern University FMS111 7

    Cognos Reporting FMS111

    Step 3d: Enter Prompts (continued) Manager/Reviewer


    The Manager/Reviewer prompt allows you to run a report for a specific Manager/Reviewer. For example, if Professor Smith has grants across several departments or schools and wants to run a report of all of his chart strings, he (or anyone else) could do so by selecting his NetID in the Manager/Reviewer prompt. It is recommend that you click the Options link and select contains any.

    Note: This prompt ONLY functions if the Manager/Reviewer information has been entered into NUFinancials. For instructions on how to enter a designation of Manager and Reviewers, refer to job aid: http://cafe.northwestern.edu/documents/training/cognosreporting/111/ChartfieldManagers.pdf You must have ChartField Manager Entry security access to enter and update managers, and reviewers (obtainable on the Caf Systems General Security Access Form).

    Accessing and Running Reports in Cognos 4/26/2011

    2011 Northwestern University FMS111

    Cognos Reporting FMS111

    Step 4: Changing the Report Format


    Select the appropriate format option from the drop-down. For most reports HTML is the default.

    HTML PDF XML Excel 2002-2007 Excel 2000 Excel CSV

    Allows you to click on embedded hyperlinks to drill into transaction details in the report. Allows you to easily navigate report pages and print. Select the PDF format for printing. Allows you to upload the report data in other databases and applications. Raw data. Allows you to view each unique chart string in your report on separate tabs in the spreadsheet. Allows you to view each unique chart string in your report on one tab in the spreadsheet. Allows you to view the report data in comma, separated values in a spreadsheet. Raw data.

    Note: Before running a report in Excel, read Setting Security Options for Excel for important pop-up blocker information. http://cafe.northwestern.edu/documents/training/cognosreporting/111/SetSecurityExcel.pdf

    Accessing and Running Reports in Cognos 4/26/2011

    2011 Northwestern University FMS111

    Cognos Reporting FMS111

    Step 5: Email Report (optional)


    The Email Report option only works well with the PDF format. To email other formats (HTML, Excel), save the report to your desktop and send using your Northwestern Email (Outlook, Webmail, etc.)

    Notes: The To field is pre-populated with your name and is linked to your Northwestern email address. You must manually type in additional email addresses in the Cc field. The Subject line is also prepopulated and may be changed as you wish. Make sure Attach is checked and Include is unchecked.

    Accessing and Running Reports in Cognos 4/26/2011

    2011 Northwestern University FMS111

    10

    Cognos Reporting FMS111

    Step 6: Change Prompts (optional)

    Step 7: Exit the Report

    Accessing and Running Reports in Cognos 4/26/2011

    2011 Northwestern University FMS111

    11

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