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Cognos Connection - Weill Medical College - Cornell University

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Table of Contents<br />

<strong>Cognos</strong> 8 - <strong>Cognos</strong> <strong>Connection</strong> Overview……………………………………………………….……………..1<br />

<strong>Cognos</strong> Welcome Page…………………………………………………………………………………………2<br />

<strong>Cognos</strong> <strong>Connection</strong> Navigator Screen………………………………………………………….………………3<br />

Tabs and Folders……………………………………………………………………….………………3<br />

Public Folders………………………………………………………………………….………………4<br />

My Folders…………………………………………………………………..…………………………4<br />

Folder Levels……………………………………………………………………..……….…………....4<br />

Sorting……………..……………………………………………………………..………….…………5<br />

Document Count and Scroll Navigator……………………………………………..……..……………5<br />

<strong>Cognos</strong> <strong>Connection</strong> Search and Preference Bar…………………………………………..……………….……6<br />

Search Bar……………………………………………………………………….…..…………………6<br />

Advanced Search…………………………………………………………..……………….………..…7<br />

Home - Setting and Viewing the <strong>Cognos</strong> Homepage ……………………………….……...…..………8<br />

Set up My Area Preferences…………………………………………………..……………...…………8<br />

My Watch Items………………………………………………………………………..………………8<br />

My Preferences……………………………………………………………..………....……….……..…9<br />

General Preferences…………………………………………………...…...…..………..………..…9<br />

Personal Preferences……………………………………………..……....……………..…………10<br />

Portal Tab Preferences……………………………………………………………………………10<br />

My Activities and Schedules………………………………..……………………....………………….11<br />

Launch Menu……………………………………………………………………...………………….11<br />

Help Menu………………………………………………………………………...………….………11<br />

<strong>Cognos</strong> <strong>Connection</strong> Toolbar (View, copy, order, sort, etc…)…………………………………………………12<br />

Set Properties(folders)……………………………………………………………...…………………12<br />

Cut, Copy and Pasting a Report………………………………………..……………….…..…………13<br />

Sort Order of folders and reports…………………………………………………………………..…13<br />

To change the sequence of a folder or report………………………..……………………………13<br />

Reports: Formats, Distribution and Scheduling………………………………………………...…………..…15<br />

Report Formats……………………………………………………………………….………………15<br />

Report Action Items……………………………………………………………….…………….……16<br />

Set Properties (reports)….……………………………………….………………………………..18<br />

Saving a Report in Different Formats…………………………………..…………………..…………23<br />

Distributing Reports………………………………………………………………………..…………24<br />

Emailing to oneself……………………………………………………………………..…..…………24<br />

Emailing a report to others………………………………………………..………….…….…………25<br />

Scheduling…………………………………………………………….………………………………27<br />

Automating and Scheduling a Single Report………………………………………………………27<br />

Automating and Scheduling Multiple Reports………………………..……………………………28<br />

Managing Schedules………………………………....…………………….……..……………………29

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