Resource filter panel. Qualifications. Resource Status. Resource Availability Area. PANEL FILTER PANELS. PDF. FILTER REPORT Select two catalog items. Click on Resource panel title. ST-08-ROSSR-HO Display drop-down list contents. Display drop-down list contents. Display drop-down list contents. Click View Report button. Cognos Viewer. Return to Admin folder. Click Resource Item Detail For Equipment report link.
Save as Report View. A ‘Report View’ allows a user to maintain a customized view of another report, rather than creating a copy. A Report View shares the same specifications (e.g., queries, prompts, layouts, styles) as its ‘source’ report. The properties (e.g., prompt values, schedules, delivery methods, run options, output formats) of a Report View can be customized without affecting the properties of the source report. Run – Returns you to filter panels for the report. Down – Not currently applicable. Up – Not currently applicable. Go To – Related to drill down report - not currently applicable. ‘View in PDF/HTML/etc.’ Format. PDF – Best option for printing. HTML – One benefit is can scroll through report, whereas PDF is page-to-page. SAVING CREATING Select Save as Report View. Click Cancel. ‘View…’ button and display drop-down list. Select View in HTML.
Set Preferences – Portal Tabs tab – Can use a tab to reports sharing common settings or attributes. Links: Add portal tabs. Remove this portal tab. Modify the sequence – Set order of tabs using Up, Down, To top, and To bottom links IV – VI Click on Portal Tabs tab. Click ‘Add portal tabs’ link. Click Cancel. Click ‘Modify the sequence’ link. Click Cancel. Click Cancel.
RUNNING WITH OPTIONS Run with Options button. Format. Delivery. View the report now. Save the report. If just select ‘Save the report’ radio button, saves a new report in the same folder as the selected report. If select ‘Save the report’ radio button and click ‘Advanced Options’ link, can save as a Report View. On Public Folders tab, Admin reports folder link. For ‘Catalog Item Listing’ report, click ‘Run with options’ Action button. ST-21-ROSSR-HO Display drop-down list. set to PDF.
Print the report – Cannot be used since impossible to identify all possible printers; instead must save the report and then print. Prompt Values. Advanced Options. Time and Mode. ‘View the report now’ radio button. ‘Run in the background’ radio button. Delivery – Save, and send report results. ‘Save’ box. ‘Save the report’ radio button. ‘Save the report as a report view’ radio button. Select ‘Save the report’ radio button. Click Advanced Options link. In ‘Time and mode’ section, leave ‘Run in the background’ radio button selected. Click ‘Save the report as a report view’ radio button.
‘Edit the options’ link > ‘Save as report view’ screen. ‘Print the report’ check box – Not operational. ‘Send the report and a link to the report by check box. ‘Edit the options’ link > ‘Set the email options’ screen. Run and Cancel buttons. A REPORT VIEW AND SETTING REPORT PROPERTIES ONLY ADMINISTRATORS – Click ‘Edit the options’ link. Click Cancel. Click ‘Edit the options’ link. Click Cancel. Cancel. Return to ROSS Public Folders screen. Open Status reports folder. For ‘Resource Status Summary By Dispatch Center’ report, click ‘Create a report view of this report’ Action button. ST-23-ROSSR-HO Click ‘Select My Folders’ link. Click Finish (i.e., create the Report View).
‘Set properties – [report name]’ button – Displays Set Properties screen. General tab (of Set properties screen). General information. ‘Set the contact’ link – Individual responsible for the Report View. ‘Select the contact’ – Not operational. ‘Enter an email address’ – Can enter an email address. ‘Disable this check box – Blocks users without write permission from accessing the report. ‘Hide this entry’ check box – Blocks all other users from accessing and making changes to the report. ‘View the search path, ID, and URL’ link. Back on main Cognos page, select ‘My Folders’ tab For the report view that was just created (Resource Status Summary By Dispatch Center), click ‘Set properties’ button. ST-24-ROSSR-HO Click ‘Set the contact’ link and display drop-down. Select ‘Enter an email address’. Click Cancel.
Report options. If checked – Custom options applied. If unchecked – Default options applied (as set in Personal Preferences). PDF options. PDF Prompt values – If enter prompt values (i.e., filter criteria), will not be prompted to enter values when report runs. Scheduled Reports: Run will fail if prompt values not entered beforehand. Always ensure every report in a batch job has prompt values. Initially displays ‘No values saved’. To set prompts: Click ‘Set…’ link. Applicable filter panels display. ‘SET Select ‘Run the report’. Leave ‘Override the default values’ checkbox checked. Display Format drop-down list. PDF Options, click ‘Set…’ link. Click Cancel. Under Prompt values, click ‘Set…’ link.
‘Disable the schedule’ box – Check to suspend execution of schedule. Frequency Tabs (By Day, By Week, etc.) By Trigger tab – Not in use. Example trigger: Server job such as a data warehouse refresh. 5 Options. For the ‘Resource Status Summary By Dispatch Center’ report view, click ‘Schedule’ Action button. Click each tab in succession. Select By Day tab. Set Frequency to ‘Every 1 minute(s)’. Set the date and time to present. Select the ‘End by’ radio button. Leave today’s date selected. Set the time to 5 minutes from now.
Report options and Prompt values –Previously discussed. Submission of steps. All at once – If step fails, others unaffected, but job ‘fails’. In sequence – Can choose to continue job if step fails (‘Continue on error’). Default for all – Used to set default values for all steps in job. Set link. Report options. Run history details level. Used to indicate whether to save complete history details when job executes successfully. If job run fails, complete history details are saved. On ‘Select the report options – New Job’ screen, display ‘Run the Report To’ list. Click ‘Override the default values’ checkbox (in Report Options section). Click OK. Leave ‘All at once’ selected. Click ‘Set…’ link. Click ‘Report options’ link. Click ‘Specify default values for all the reports of this job’ check box. Click Cancel.
Third screen (of New Job) – ‘Select an action’. Save (the job) and run once – ‘Run with options’ screen displays. Save and schedule – ‘Schedule’ screen displays. Save only. Cached Prompt Data. The report prompts are refreshed each time a scheduled run occurs (i.e., the latest set of prompts, which may have changed since the last run, are applied). For reports that do not run on a schedule, a job can be created to refresh the prompts at set intervals. Select ‘Refresh the report cache’ option under ‘Run the report to’ drop-down list. New Page button – Used to create a custom view containing content of your choice. ‘Specify a name and description’ screen. Display ‘Run history details level’ list. Click Next button. Select Save and Schedule radio button. Click Finish button. On Schedule screen, click OK.
Cut, Copy, and Delete buttons. button. Used to set order of folders or reports (i.e., entries). Entries not to ‘Shown First’ display in default order at end of list. ‘More…’ Action column link. For folders. ‘Set properties’. Select Cognos Viewer and move it to the second column. Select Cognos Search and move it to the third column. OK. Click the new page’s link to display the page. Cognos Navigator, click My Folders link. Under Cognos Search, click ‘Name field’ link and display drop-down list. Click Advanced link. Click on each drop-down list to display contents. Click Return button in Cognos toolbar to return to My Folders. Click Order toolbar button. Cancel.
General tab. Layout and Content tab. Page Style tab. Permissions tab. ‘View this page’. ‘Add to my portal tabs’. ‘Move…’. ‘Copy…’. Create a shortcut to this ‘Add to bookmarks’. ‘Delete’. For reports. ‘View most recent report in HTML’. ‘Modify the schedule’. ‘Remove the schedule’. For new folder created earlier, named with your initials, click ‘More…’ link in Action column. ST-45-ROSSR-HO Click ‘Set properties’ link. Click Cancel. Click ‘More…’ link.