Using
Reports
This chapter contains the following topics:
- Accessing Reporting Options
- Set Access Permissions for a Report or Other Entry
- Accessing Prebuilt Reports
- Managing Reports
- Saving Reports
- Viewing Reports
- Emailing Report Output
- Scheduling Reports
Accessing Reporting Options
All reporting options are integrated into the Service Catalog menus. The Reporting and Advanced Reporting options appear on a user's drop-down menu, provided that a permission which grants rights to execute these options has been granted to the user. Details on role-based access are given in the Defining Roles to Access Reporting Feature Capabilities.
Reporting options are accessible from the Service Catalog menu:
The Reporting menu option provides the following options:
Set Access Permissions for a Report or Other Entry
Setting access permissions for an entry includes creating new permissions, or updating existing permissions. You can specify access permissions for all entries in Cognos 8. Some examples of such entries are reports, shortcuts, and report views. You can reference entries from different namespaces.
You must log on to the namespaces before you start your task. Otherwise, you will not have full administrative rights for the entries you want to modify.
To administer security, you must have set policy permissions. These are granted as part of the Site Administrator role.
To Set Access Permissions for a Report or Other Entry:
Accessing Prebuilt Reports
Service Catalog reports (available in the top-level public folder Service Performance Reports), and the folder in which each is located, are summarized in the table below.
The Service Authorization and the Service Delivery reports include any ad-hoc tasks that were initiated in the authorization and service delivery moments, respectively. They do not include any tasks that were part of requests that were cancelled, either by the user or by a service team manager cancelling delivery of the request.
Report Title |
Folder |
Description |
---|---|---|
Aging of Requests by Performer |
Daily Request Management |
Effective for investigating or reporting on the number of open and late tasks for an individual |
Aging of Requests by Queue |
Daily Request Management |
Effective for investigating or reporting on the number of open and late tasks for a queue |
Authorization: On-time % by Customer |
Service Authorization Performance |
Effective for investigating or reporting on the authorization on-time performance by a customer (OU) |
Authorization: On-time % by Performer |
Service Authorization Performance |
Effective for investigating or reporting on the authorization on-time performance by individuals |
Authorization: On-time % by Queue |
Service Authorization Performance |
Effective for investigating or reporting on the Authorization on-time performance by queues |
Services by Dictionary |
Service Design Details |
Administrative report for managing the use of dictionaries |
Functional Positions |
People, Roles & Groups |
Administrative report which lists all functional positions |
Groups by Organizational Unit |
People, Roles & Groups |
Administrative report which lists groups and shows their Organizational Unit |
Groups by People |
People, Roles & Groups |
Administrative report which lists People and shows their groups |
Organizational Units by Group |
People, Roles & Groups |
Administrative report on groups and their organizational units |
Organizational Units by People |
People, Roles & Groups |
Administrative report on people and their organizational units |
Organizational Units by Queues |
People, Roles & Groups |
Administrative report on queues and their organizational units |
People by Groups |
People, Roles & Groups |
Administrative report listing people and their groups |
People by Organizational Unit |
People, Roles & Groups |
Administrative report listing people and their organizational units |
Queues by Organizational Unit |
People, Roles & Groups |
Administrative report listing queues by organizational unit |
Service Delivery: On-time % by Performer |
Service Delivery Performance |
Effective for evaluating or comparing the performance of individuals in performing their work |
Service Delivery: On-time % by Queue |
Service Delivery Performance |
Effective for evaluating or comparing the performance of queues in performing their work |
Service Delivery: On-time % by Service |
Service Delivery Performance |
Effective for evaluating the on-time performance for services and their related tasks |
Service Pricing Details |
Service Design Details |
Administrative report for managing the pricing information for services |
Service Volume: Request Activity by Service |
Service Volumes & Activity |
Effective for measuring and monitoring total service request activity within service groups |
Service Volume: Request Activity Details |
Service Volumes & Activity |
Effective for investigating or reporting on the status of individual service delivery transactions |
Service Volume: Request Activity Summary |
Service Volumes & Activity |
Effective for measuring and monitoring total service request activity within specific reporting periods |
Service Volume: Request Trend by Service |
Service Volumes & Activity |
Effective for measuring and monitoring service request activity trends by service group and calendar quarter |
Services by Service Team |
Service Design Details |
Effective for managing expenditures for services against an established budget |
Managing Reports
Report Designer can be used to define and publish a new report, or to modify an existing report and save the changes, using the ReportNet Professional Author tool. This functionality accommodates users who may need to query data within the application that is not covered by the out-of-the-box reports, but allows for the creation of more complex and sophisticated queries than the Ad-Hoc Report function.
The Report Designer is intended for users with some knowledge of report building. See Ad-Hoc Reports if you have no experience with advanced Reporting concepts.
- Building a New Report
- Modifying an Existing Report
- Generating Reports
- Working with Interactive Workspaces and Advanced Data Exploration
Building a New Report
Follow these steps to create a new report:
Step 1 | Choose Advanced Reporting from the Module drop-down menu. |
Step 2 | Click Report Designer. |
Step 3 | Choose which
package to use to create a new report:
|
Step 4 | Cognos Report Studio opens in a new window. Use this application to build your report. |
Modifying an Existing Report
Navigate back to your saved report to make modifications.
Generating Reports
All reports options are available in the “Public Folders” folder. The home page shows the top-level report folder:Service Performance Reports.
The page initially appears in “List” view—only the folder title is shown, with a “More...” link providing access to reporting options. Especially for new users, it might be more useful to display Reporting pages in “Details” view, to see a brief description of each folder or report, and to have handy some of the more common options. To switch the view, simply click the “Details View” icon—the second from the left in the icon bar at the top right of the page. (Viewing and other preferences may be saved, as explained in the section on Preferences.)
Each folder name is presented as a hyperlink; clicking on that link shows the folder contents, which may include both folders and reports themselves. As you click through the folders to find the report of interest, the “bread crumbs” (directly under the “Public Folders” tab) are updated to reflect the navigation path. For example, the “Authorization: On-time % by Customer” report is in the “Service Authorization Performance” folder.
To run reports:
Step 1 | Choose Reporting > Reports. | ||||||||||||||||||||||
Step 2 | Browse to the folder categories to find a report that contains the type of data you wish to view. | ||||||||||||||||||||||
Step 3 | Choose a report. | ||||||||||||||||||||||
Step 4 | Use the Report Viewer Prompt pages to enter your report criteria and date ranges. | ||||||||||||||||||||||
Step 5 | Click Next to continue choosing report criteria or Finish to run your report. | ||||||||||||||||||||||
Step 6 | The report
appears in your browser window. Use the icons in the top right corner to save,
email, or rerun the same report using different parameters. You can also elect
to view or save the report in the following formats: HTML, PDF, Excel, CSV or
XML. You can print the report from your browser or within the application in
which you save the report.
In addition, the following reporting options may be available via the icons directly underneath the report name and the More link.
|
Working with Interactive Workspaces and Advanced Data Exploration
You can now create interactive workspaces and reports as per your requirements and tag them as favorites. You can also view and modify content in the workspaces and email them to intended audience.
To create workspaces:
Step 1 | Choose Reporting > Reports > Launch > Cognos Workspace or Choose Advanced Reporting > Report Designer > Launch > Cognos Workspace. |
Step 2 | For more information about configuring workspaces, see IBM Cognos Business Intelligence Guide. |
Is a report designer tool to author reports and analyze the data. You can now perform advanced data exploration such as:
Generating Advanced Reports
You can also create reports with dimensional or relational datasources that display your data in lists, cross-tabs and charts. To generate advanced reports:
Step 1 | Choose Reporting > Reports > Launch > Cognos Workspace. |
Step 2 | For more information about creating Cognos workspace advanced reports, see IBM Cognos Workspace Advanced version 10.2.1 User Guide. |
Note | To access Cognos Workspace and Cognos Workspace Advanced, you must have the Report Designer capabilities previously defined. |
Saving Reports
A “Report View” is a copy of a report. Customizations can only be applied to a report for which the user has edit permission. By default, only Report Administrators have edit permission to the prebuilt reports. Therefore, a primary reason for creating a report view is to create a private copy of the report to which a user's customizations can be applied. Typical customizations include the ability to save the report filter criteria (parameters) previously entered; to schedule the report, either one time or on a recurring basis; to save previously run versions of the report output; and to change the report properties such as the default output format.
You can share a report with others by saving the report in a location that is accessible to other users, such as in the public folders. Public folders typically contain reports that are of interest to many users.
If you want to share a report that is currently located in your personal folders, you can copy the report, move the report, or create a shortcut to the report and save it in the public folders.
For more information about saving reports, see the Query Studio User Guide or Cognos Report Studio User Guide.
To save a report:
Saving Reports as a Report View
To save the report as a report view:
Step 1 | Choose Advanced Reporting > Public Folders or My Folders, click Run next to the report you want to run. The "Run with options" dialog box appears. |
Step 2 | Click Advanced options. |
Step 3 | Under Delivery, click the button next to "Save the report", "print it", or "send an email". |
Step 4 | Check the check box next to "Save the report as a report view". |
Step 5 | If you want to change the name or destination folder of the report view, click Edit the save as options, make the changes and click OK. |
Step 6 | Click Run. |
Viewing Reports
Reporting opens to a page of Public Folders. These folders contain all the out-of-the-box reports available to system users. The My Folders link provides access to folders and reports that you have already run and saved.
A report displays in a series of pages. Hyperlinks at the bottom of each page allow you to navigate through these pages. The number of rows displayed on a page may be modified by setting the corresponding report property. An icon bar at the top of the report page displays available options:
These options are summarized in the table below and explained in detail in the following sections.
Reporting Option |
Explanation |
---|---|
|
Save the report output, by emailing the report or saving its output, or create a view of the report. |
|
Run the report again.
|
|
Drill down/drill up; these links are not enabled.
|
|
Go to any related links that have been defined for this report. Report administrators or owners may add links; by default, none are defined. |
|
Indicates the current output format for the report and allows you to rerun the report in an alternate format. Default format is HTML; PDF, XML, and Excel formats are also available. |
|
Add a shortcut to this report to your private pages or create a bookmark to the report in your browser. |
|
Allows you to designate that an e-mail alert should be sent to you (the report owner) whenever output for this report is saved; available only if you have previously saved report output. |
|
Return to the Reports home page.
|
|
Return to the page from which you invoked this report.
|
Public Folders |
Description |
Contains |
---|---|---|
People, Roles, and Groups |
Public Folders are grouped into the following categories: Use these reports to gain visibility into the structure of an organization. The results will help to optimize the way an organization is structured. |
Functional Positions Groups by Organizational Unit Groups by People Organizational Unit by Groups Organizational Unit by People Organizational Unit by Queues People by Groups People by Organizational Unit Queues by Organizational Unit |
Service Authorization Performance |
Use these reports to view the percentage of on-time performance for Authorization tasks. The results will help to identify any bottlenecks in the authorization and approval process. |
Authorization: Ontime% by Customer Authorization: Ontime% by Performer Authorization: Ontime% by Queue |
Service Design Details |
Use these reports to gain visibility into the structure of the Service Catalog. The results will help to optimize the design of the Service Catalog for a better user experience. |
Services by Service Team Dictionaries by Service Service Pricing Details |
Request Management |
Use these reports to monitor how Requests and Tasks have progressed over a period of time. The results will help to identify which Tasks and Requests are impacting Service Levels. |
Aging of Requests by Performer Aging of Requests by Queue |
Service Delivery Performance |
Use these reports to view the percentage of on-time service delivery. The results will help to identify any bottlenecks in the service fulfillment process. |
Service Delivery: Ontime% by Customer Service Delivery: Ontime% by Queue Service Delivery: Ontime% by Service |
Service Volumes and Activity |
Use these reports to gain visibility into the transaction volume of Service Requests. The results will help to identify any trends in the Service Request activity across your user base |
Service Volume: Request Activity by Service Service Volume: Request Activity Details Service Volume: Request Activity Summary Service Volume: Request Trend by Service |
To return to the page from which you selected the report, click Return at the top right of the page. To run the report again, click the Run icon.
Tip |
|
Cognos offers two ways of viewing the reports and folders, represented by icons at the top right of each page. The selected view is highlighted.
|
The “Details View” includes a brief description of each report. |
|
The “List View” is the default view. Once you become familiar with the reports, folders, and their contents, you may want to switch to this view, which simply lists the contents of the current folder, as shown below. |
Rather than setting this view manually, the Preferences page allows you to set preferences that are used whenever you use the Reporting module. To set preferences, click the My Area link to the top-right of the menu bar, then My Preferences.
The General tab of the Set Preferences page appears.
Entries at the top of the page allow you to change the default view (List or Details) and to further customize that view.
Entries at the bottom of the page pertain to the user's location/locale. The time zone is used when scheduling reports. The default time zone is the time zone where the reporting server is located. In a distributed implementation, users need to set the time zone to their current location in order to easily schedule reports to be run.
There is no support for rendering of non-English form data or facts table content at this time. The product and content languages should be set to the default language which is English.
Emailing Report Output
Two e-mail delivery options available are:
- Include the report (as an attachment) in the e-mail. This is the default behavior when the report properties are set to “Send the report to me”, so the option is not available.
- Include a link to the report in the e-mail—the recipient must be Service Catalog users with permission to run reports.
There are several ways to e-mail report output to both the person who runs the report and additional participants.
- Click Run with options and choose Send me the report by email. To specify additional recipients, click Advanced options and, under the Delivery options, click edit the options for the “Send the report by e-mail” option.
- Run the report, and click Keep this version > Email this report.
The recipients may either be typed directly, separated by semicolons, or chosen from the list of reporting users. When choosing recipients:
- Check Show users in the list then click on the Service Catalog namespace (directory) in the list of Available entries on the left side of the page.
- A list of roles (which have an associated reporting capability) and individual users (who have been granted one of those roles) appears in the Available entries column. You can browse through that list, choosing the recipients for the e-mail, then click To, Cc, or Bcc to choose those entries as recipients.
- Alternatively, to find a particular user, you can click the Search link at the top right of the page. The “Select recipients (Search)” page appears.
- Leave Name field as the Find text in: option; the other options (including description) do not work with the Service Catalog directory, nor do any of the Advanced options other than the default which is automatically in effect.
- Enter all or part of the person's first name, then click Search. All people matching the criterion specified appear and can be chosen as recipients.
Other Reporting Options
Other reporting options are available, for example, to allow reports to be delivered in other output formats such as PDF, HTML or Excel, or to schedule reports to be run on a regular basis. More information on these options can be obtained from materials on IBM Cognos.
Scheduling Reports
You can schedule reports to run at a time that is convenient for you, such as during off hours when demands on the system are low. You can schedule reports individually or in a group by using a job. You can schedule reports to run by minute, hourly, daily, weekly, monthly, or yearly.
You can also set a personal time zone preference to simplify report scheduling. Otherwise, you will always have to calculate when you need the report and map it to the server time zone. To set a time zone preference, click Preferences in the top right corner and then enter the desired time zone setting in the Use the following time zone field.
Only one schedule can be associated with each report or job. If you require multiple schedules for the same report, you can create report views and then create a schedule for each report view. Jobs have their own schedules, and these schedules are independent from report schedules.
After you create a schedule, the report or job runs at the time and date specified. You can then manage the properties of your schedules.
- Prompts in Scheduled Reports
- Scheduling Multiple Reports at Once
- Scheduling a Report Based on an Event
Prompts in Scheduled Reports
If a report that contains prompts is scheduled, you must save the prompt values or specify default values to ensure that values exist when the report runs according to the schedule.
In a job, you can specify prompt values for job steps. When a report runs as part of a job, the prompt values saved in the job definition are used instead of the values saved with the report. If no values are specified in the job definition, Cognos 10 uses the values saved in the report.
You schedule a report to run it at a later time or at a recurring date and time.
If you no longer need a schedule, you can delete it. You can also disable it without losing any of the scheduling details. You can then enable the schedule at a later time.
Cognos keeps history information and report outputs each time a report runs according to a schedule. You can specify how many occurrences to keep or for how long to keep them. For example, you can keep the history and report outputs for the ten latest occurrences or for schedules that ran in the last two months. Use the report history to see the times at which the reports ran and whether the reports ran successfully.
To schedule a report or report view, you must have read, write, execute, and traverse permissions for it. You also require the following access permissions to any data sources used by the report.
- dataSource Execute and Traverse
- dataSourceConnection Execute and Traverse
- (With only Execute access, you are prompted to log on to the database.)
- dataSourceSignon Execute
To schedule a report or report view:
Step 1 | Choose Reporting > Public Folders or My Folders, click the schedule button for the report you want to schedule. | ||
Step 2 | Under
Frequency,
choose how often you want the schedule to run.
The Frequency section is dynamic and changes with your selection. Wait until the page is updated before choosing the frequency. | ||
Step 3 | Under Start, choose the date and time when you want the schedule to start. | ||
Step 4 | Under
End, choose
when you want the schedule to end.
| ||
Step 5 | Under Formats, choose the format you want for the report output. | ||
Step 6 | Under
Languages,
click
Select the
languages to choose a different or additional language for the report.
| ||
Step 7 | Under
Delivery,
choose to save the report, print the report, or send the report by email.
You must choose at least one delivery method. | ||
Step 8 | If you want to
be prompted when you leave the Schedule page, under Prompt values, check the
Prompt for
values check box.
The values that you specify will be used when the report runs.
| ||
Step 9 | Click
OK.
A schedule is created and the report will run at the next scheduled time. |
Scheduling Multiple Reports at Once
You can set the same schedule for multiple reports by creating a job. A job identifies a collection of reports, report views, and other jobs that are scheduled together and share the same schedule settings. When a scheduled job runs, all the reports in the job run.
Jobs contain job steps, which are references to individual reports, jobs, and report views. You can specify whether to run the steps all at once or in sequence.
When the steps are run all at once, all the steps are submitted at the same time. The job is successful when all the steps run successfully. If a step fails, the other steps in the job are unaffected and still run, and the job has a Failed status.
When the steps are run in sequence, you can specify the order in which the steps run. A step is submitted only after the preceding step runs successfully.
The individual reports, jobs, and report views in steps can also have individual schedules.
To schedule a report or report view, you must have read, write, execute, and traverse permissions for it. You also require the following access permissions to all data sources used by the report.
- dataSource Execute and Traverse
- dataSourceConnection Execute and Traverse
- (With only Execute access, you are prompted to log on to the database.)
- dataSourceSignon Execute
To schedule multiple reports at once:
Step 1 | Choose Reporting > Public Folders or My Folders, click new job. | ||
Step 2 | Type a name
and, if you want, a description and screen tip for the job, choose the
destination folder in which to save the job, and then click
Next.
The "Select the steps" page appears. | ||
Step 3 | If you want to specify run options for all the steps and set them at the job level, under Job Options, click Set. Choose the format, language, and bursting options, and then click OK. | ||
Step 4 | Choose the job steps. | ||
Step 5 | Below the steps list, click Add. | ||
Step 6 | Check the check box next to the reports you want to run. | ||
Step 7 | Click
Add and click
OK.
| ||
Step 8 | If you want to specify run options for the individual steps, under Step options, click Set. Choose the format, language, prompt and burst options and then click OK. | ||
Step 9 | Under
"Submission of steps", choose whether to submit the steps All at once
or In sequence.
If you choose "In sequence", the steps are executed in the order they appear in the Steps list.
| ||
Step 10 | Click Next. | ||
Step 11 | Choose whether
you want to save, print, or send the report by email.
You must choose at least one delivery method. | ||
Step 12 | Click Next. | ||
Step 13 | Under
Frequency, choose how often you want the schedule to run.
The Frequency section is dynamic and changes with your selection. Wait until the page is updated before choosing the frequency. | ||
Step 14 | Under Start, choose the date and time when you want the schedule to start. | ||
Step 15 | Under End,
choose when you want the schedule to end.
| ||
Step 16 | Click
Finish.
A job is created and will run at the next scheduled time. |
Scheduling a Report Based on an Event
You can schedule a report based on an event, such as a database refresh. You specify an event to act as a trigger. When that event occurs the report runs.
The trigger event is specific to your implementation and must already be defined using the Cognos 8 Software Development Kit (SDK). For information about the trigger events defined in your organization, contact your developer.
You can also schedule a report to run at a specific time.
Note | To schedule a report or report view, you must have read, write, execute, and traverse permissions for it. You also require the following access permissions to all data sources used by the report. |
- dataSource Execute and Traverse
- dataSourceConnection Execute and Traverse
- (With only Execute access, you are prompted to log on to the database.)
- dataSourceSignon Execute
To schedule a report based on an event:
Step 1 | Choose Reporting > Public Folders or My Folders, click Set properties next to the report you want to schedule. |
Step 2 | Click Run options. |
Step 3 | Under Formats, choose the format you want for the report output. |
Step 4 | Under Language, specify the language for the report. |
Step 5 | If you want to filter the items, under Prompt values, specify specific values to filter the data that appears in the report. |
Step 6 | Under Run as the owner, choose whether to run the report as yourself or as Anonymous. |
Step 7 | Under Event name, specify the name of the event. |
Step 8 | Under Event description, type a short description of the event. |
Step 9 | Click OK. |