Integrated Data and Reporting (IDR)

Information Services

How to Schedule a Report in Cognos Analytics 11

Step 1: Create a Report View and save it to My Content

 From the left side navigation bar, single-click a report folder and then subfolder containing the desired
report
 To the right of the report name, select the three dots
to bring up the More menu
 Select 'Create report view'
 Save the report in your My Content area and update
the name, in this example I want to schedule the Budget Status report to send monthly to Dr. Jones so I
changed the name to 'Budget Status for Dr. Jones'.

Step 2: Create the Schedule

 Navigate to your My Content area and find the Report View you just created.
 To the right of the report view name, select the three dots to bring up the More menu.

 Select Properties
 Click on Schedule

 Click on new

In the 'Create schedule' menu, you will see options to set start and end dates, frequency, format output
type, delivery options, and prompt values.

 Change the schedule to monthly

 Set the start and end dates
 Set the start time to be after 8:00 am
 Change the settings to send the report on day 1 of
every 1 month

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 Integrated Data and Reporting (IDR)
Information Services

 Format:
 Change the format to send the scheduled
report as PDF and Excel
 Remove HTML
 Delivery:
 Select 'Send report by email'

 Select 'Attach the report'

 Add the email addresses of the report recipients

(Important: Only use @uoregon.edu email addresses
to keep the data on UO servers.)

 Add an email Subject and Message

 Remove 'Include a link to the report'

 Remove 'Save Report'

 Click Done

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 Integrated Data and Reporting (IDR)
Information Services

 Prompts:
 Click 'Set Values'
 Click 'Set' and the report prompt
page will appear

 Enter the desired prompts

Note: For finance reports be
sure to utilize the Current Fiscal
Year and Most Recently Closed
FP so the prompts do not need
to be updated annually.

 Click Finish on the prompt page

 Select Create at the bottom of the Create Schedule menu

The schedule has been created. The reports will be emailed like clockwork until the end date, or you change
or disable the schedule.

Report Output Sharing

Report output can be shared by hard copy or email but the expectation is that information sharing will be
limited to UO business purposes. Electronic data and reports need to be kept on university servers. You are
constrained in your use and sharing of data by the agreement you signed when hired and when you gained a
Cognos account.

Support
If you have questions, contact the IDR team through the UO Service Portal. A quick link to the UO Service
Portal is available within the Cognos Analytics Portal.

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