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Report Studio Overview


Course Overview
Package
Opening a Report in Report Studio
The Report Studio Windows
Insertable Objects Window
Model Tab
Query Items Tab
Toolbox Tab
Properties Window
Report Window
The Report Studio Toolbar
Explorer Bar

Lesson 1 Report Studio Overview 1


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Course Overview

In this course, you will learn to use Report Studio to create and modify reports. Sorting,
grouping, prompts, saving reports, calculations, filters and basic formatting are covered.

Performance goals
Upon successful completion of this course, students will be able to:

• Create a report in Report Studio


• Add, remove, and rearrange columns
• Sort and group report data
• Apply and remove filters and prompts
• Add calculations to count data
• Format report data, objects, headers and footers
• Create crosstab reports

Lesson 1 Report Studio Overview 3


Packages
A package is the ReportNet connection to the database. It contains a business view of
the data that is used to create reports. When a report is run, ReportNet automatically
opens the correct package and retrieves the data. A package in Cognos Connection is
identified with a yellow folder icon with a blue square.

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Opening a Report in Report Studio

Editing or modifying reports that have already been created saves time by not having to
recreate the same underlying items over and over in each new report. Opening a report
that serves as a “template”, modifying it, and saving under a different name is an efficient
time saver.

GOAL: To open an existing report.

STEPS:

1. From the Cognos Connection Welcome window, click Report Studio.

2. Click the Report Net Training link.

Lesson 1 Report Studio Overview 5


3. The Cognos Report Studio Welcome window opens.

4. Click Open an existing report.

5. Under Public Folders, highlight Report Net Training.

6. Click Open.

7. Highlight the Personal Data report.

8. Click Open.

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8. The report opens.

Lesson 1 Report Studio Overview 7


The Report Studio Windows

Report Studio is comprised of several windows and toolbars that are used to create or
modify the report:

Insertable Objects Window


Model Tab
Query Items Tab
Toolbox Tab
Properties Window
Report Window
Report Studio Toolbar
Explorer Bar

Each of these windows and toolbars is described on the following pages.

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Insertable Objects Window

The Insertable Objects pane is where the building and report modification takes place.
An object is any item in a report, such as text, a picture, list, table, etc. The Insertable
Objects pane consists of three tabs:

• Model tab – Displays all of the query items that are in the model. The query
items can be added to the report.
• Query Items tab – Once an item is added to the report, it is shown on the query
items tab. The tab displays all of the queries that are currently in the report. Use
this tab to quickly find items in your report instead of navigating through the
entire model.
• Toolbox tab – Contains the objects that you can add to your report.

Model Tab

The Model tab displays all of the descriptive query subjects that contain query items that
are in the model. Opening each query subject will display related items that are
contained within.

Lesson 1 Report Studio Overview 9


Query Items Tab

The Query Items tab displays all of the queries that are currently used in the report. Use
this tab to quickly find items used in your report instead of navigating through the entire
model.

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Toolbox Tab

Contains all of the objects you can add to your report. (The screen shot does not show all
the available items. You will need to scroll down to see the remaining items.)

Lesson 1 Report Studio Overview 11


Properties Window

The Properties window allows the user to change the appearance or behavior of items
within the report. For example, you can manipulate the Text Source, Data, Color and
Background, Text, Position, etc. of a Text Item in the report. (All objects in the report,
including the title page and report pages, have properties that can be changed.)

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Report Window

The Report window contains the area in which the report layout is displayed as it is being
created.

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The Report Studio Toolbar

New. Starts a new report.

Open. Opens a previously created report.

Save. Saves a report to Cognos Connection.

Cut. Removes an object from the report and places it on the clipboard (usually to paste it
elsewhere in the report).
Copy. Copies an object (without removing it from its current location). Used in
conjunction with Paste.
Paste. Adds an object to a new location. (Used in conjunction with Cut or Copy).

Delete. Removes an object.

Undo. Goes back to the previous step.

Redo. Goes forward (can only be used after using Undo).

Validate Report. Check that the syntax within a report is correct.

Show Specification. Shows the XML script that comprises the report.

Run Report. Runs the report query and retrieves data.

View Tabular Data. Shows the data from the query that is sent to the database.

Page Design. Shows the report in Page Design view. (This is the default view, showing
the report layout.)
Page Structure. Shows the structure of the report pages, in the form of nested objects
and their parent/child relationships.
Boundary Lines. Shows the boundary lines of tables and blocks in a report.

Unlock. Unlocks objects in a report so that they can be edited.

Lock. Locks objects in a report, preventing editing or deletion.

Filters. Narrows down data in a report according to specified criteria.

Sort. Organize data in either ascending or descending order, or removes the sort.

Aggregate. Totals, counts, or averages grouped data. Other aggregates available are
minimum and maximum.
Group/Ungroup. Places like items together (or remove the like items from a grouping).
Items must be grouped in order to total or perform other aggregate calculations.
Pivot List to Crosstab. Convert a List report to a Crosstab report.

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Toolbar icons continued…

Create Section. Creates a section from a grouped item. A section is identical to a


group, except it is positioned above the list columns.
Swap Rows and Columns. Exchanges the position of the rows and columns
within a crosstab report.
Page Header & Footer. Used to add, edit, or delete a header and footer on a
page.
List Headers & Footers. Used to add, edit, or delete a header and footer on a list.

Create Header. Used to add a header to a list.

Create Footer. Used to add a footer to a list.

Insert Table. Adds a table to a report. Tables are used for positioning multiple
objects on a page.
Merge Cells. Combines cells in a table.

Split Cells. Breaks cells apart into more cells in a table.

Font. Modifies the text type.

Background Color. Modifies the color of the background.

Container Alignment. Changes the alignment of objects within cells in a table or a


block.
Build Prompt Page. Creates a new prompt page.

Data Format. Used to change the format of the selected data item(s).

Drill Through. Used to “go-through” or “to open” another report related to the
selected data.
Help. The location to search for answers.

Lesson 1 Report Studio Overview 15


Explorer Bar

The Report Studio window also contains an Explorer Bar that further allows navigation
and manipulation of reports.

The Explorer Bar allows you to manipulate your report in three different ways:

• Page Explorer – Use this to change between title pages, report pages, and prompt
pages, or to add new pages to the report.
• Query Explorer – Use this to modify the query.
• Condition Explorer – Use this to change the appearance of the report based on
conditions within the data.

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