Cognos

Reporting
Save & Schedule Reports for Delivery Job Aid

This job aid documents a process you can follow when you want to save prompts and
schedule automatic email delivery of frequently run reports.
Step 1: Access Cognos
1. Log in to NUPortal* https://nuportal.northwestern.edu
2. Click appropriate tab Staff or Faculty
3. Login to Cognos can be found under the Finance & Budgeting and Purchasing &
Payments tabs under Common Links.
4. Click on My Home.
*If you cannot access NUPortal or appropriate tab, go to http://cafe.northwestern.edu/gateway
Step 1: Setting up Folders (Optional)
• Click the My Folders tab.

Step 2: Enter Name and Description information for new folder.

• Repeat Steps 1 & 2 to create additional folders.

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 Cognos
Reporting
Save & Schedule Reports for Delivery Job Aid

Step 3: Copying Reports from Public Folders to My Folders

Step 4: Paste Report in My Folders and Click Set Properties

Step 5a: Set Properties – General tab

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 Cognos
Reporting
Save & Schedule Reports for Delivery Job Aid

Step 5b: Set Properties - Report view tab

Note: You must select PDF from

the Format menu if you plan to
have the report emailed.

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 Cognos
Reporting
Save & Schedule Reports for Delivery Job Aid

Step 5c: Set Prompt Values

• Select all prompt values desired for this report.

• 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)
Click the date option link for specific date definitions.
*Default for currently scheduled reports
• The Manager/Reviewer prompt allows you to run a report for a specific Manager/
Reviewer.
This prompt ONLY functions if the Manager/Reviewer information has been entered into
NUFinancials. Refer to the ChartField Managers Job Aid.
You must have ChartField Manager Entry security access to enter and update managers,
and reviewers (obtainable on the Café Systems General Security Access Form)
• Click Finish (at the bottom of prompt page) when all prompts are entered.
This will save the prompts but not run the report.

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 Cognos
Reporting
Save & Schedule Reports for Delivery Job Aid

Step 6: Set Properties - Report View Tab

Step 7: Run the Report on demand (Optional)

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 Cognos
Reporting
Save & Schedule Reports for Delivery Job Aid

Step 8: Scheduling a Report

You can schedule reports that you have saved in My Folders for automatic email delivery.

Step 8a: Set Schedule details

• You must have PDF selected from the Format menu if you plan to have the report
emailed.

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 Cognos
Reporting
Save & Schedule Reports for Delivery Job Aid

Step 8b: Set Email Recipients

• Clicking OK will return you to the Schedule page.

Step 8c: Exit Scheduler

• Clicking OK will return you to My Folders.

NEED HELP?
Contact the Help Desk at 847-491-HELP (4357) or email consultant@northwestern.edu

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