The goal of the new user interface and hamburger menu is to provide you with a streamlined way to view content and activities pertinent to you. Logging in at https://reporting.northwestern.edu will take you to the Cognos Analytics welcome page.
Main Menu
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Indicated by Letter
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Name
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Description
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A
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Hamburger Menu
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The Hamburger Menu has now replaced the Navigation Panel. You can find all your folders and tools in a more user-friendly way.
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B
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Quick Launch
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Use the Quick Launch menu to quickly upload a data file, create a data module, or exploration. You can also quickly create a dashboard, report, or story.
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C
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Get Started/Recent tabs
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The Get started tab is where you can access sample reports and additional resources. The Recent tab displays the titles representing your most recently modified content.
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Hamburger Menu
On the left side of the UI is the Hamburger Menu. This has replaced the old Navigation Panel from Cognos 11.1. You can create and manage new activities such as creating new content, uploading personal data files, and managing the environment (dependent on User permissions).
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Indicated by Letter
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Name
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Description
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D
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Home
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The Home button appears at the top-left corner of the navigation panel. You can return to this homepage at any time by clicking this button.
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E
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New
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Click on the New button to create a new Report, Dashboard, Story, Data Module, Exploration etc.
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F
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Upload Data
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Click on Upload Data to upload a data file.
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G
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Content
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Access the My Content or Team Content folder by clicking on Content in the hamburger menu. The Team Content folder contains all the published enterprise and shared content that you have permissions to view. The My Content folder provides you with direct access to the content you've saved. This is content owned by you and may only be viewed by you.
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H
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Recent
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The Recent button shows you the most recently used list of content, up to 2 objects (reports, dashboards, data modules, etc.). Objects appear in order based on most recently used. Once an object is viewed, it will move to the top of the list. Click Recent to see what, if any, are the most recently used objects in your environment. Hover your mouse over the icon to the left of each object to identify the type of object. Click outside the Recent panel to close it.
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I
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Manage
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The Manage button will only appear if you are a Cognos Admin. This allows admins to manage accounts, licenses, activity, connections, etc.
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Accessing My Content and Team Content
Access the My Content or Team Content folder by clicking on Content in the hamburger menu.
The Team Content folder contains all the published enterprise and shared content that you have permissions to view. The My Content folder provides you with direct access to the content you've saved. This is content owned by you and may only be viewed by you.
Application Toolbar
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Indicated by Letter
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Name
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Description
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J
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Switcher Menu
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The Switcher menu in the center of the application toolbar provides a drop down button that allows you to easily move between the different objects you've worked with during your current session, without opening additional browser windows. The Switcher menu will display the name of the object currently active in the canvas.
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K
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Search
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The smart Search provides a modernized search engine that uses a smart, intent-driven search algorithm to assist you. Click Search to open the search panel. Type any keywords in the search dialog box. As you type, an auto-fill feature will launch and render search suggestions for related terms. Click outside of the Search panel to close it.
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L
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Northwestern Resources
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Northwestern Resources provides the links to various helpful videos and job aids (Knowledge Base (KB) articles).
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M
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Community
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Directs you to the dedicated Cognos Analytics community directly from the new UI. The community provides forums where you can consult with peers and technical experts as well as find resources, videos, and news. Click Support under Quick Reference, then on Community. A new browser tab will open. Scroll through the page to see the various resources available.
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N
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Notifications
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You can subscribe to Cognos Analytics content and receive notifications when that content has been updated and is ready for review. An indicator is provided to notify you with the number of new notifications. Click the Notifications button to open a listing of all unread notifications.
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O
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Personal Menu
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The Personal Menu allows you to change personal preferences and manage your subscriptions. Click the Personal Menu to see the capabilities available. Click outside the Personal Menu to close it.
From the Personal Menu users can access the following:
- Settings related to you as the user.
- Profile and Settings (See section below for details).
- User's Schedule and Subscription Management UI.
- Sign Out option.
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Profile and Settings
- Click on the Person Icon located on the Application Bar and select Profile and Settings.
- Select the Profile tab to manage your account or renew credentials
- It is advisable to Click the Renew credentials after password changes as a step to troubleshooting schedules that have started to fail.
- Select the Settings tab to hide application banner, show hidden entries, change default report format, and edit language/time zone.
Schedules and Subscriptions
Creating Schedules
Visit Creating Report Schedules in Cognos Analytics for detailed walk through
Creating Subscriptions
Visit Subscribing to reports in Cognos Analytics for detailed walk through