Creating Report Schedules in Cognos Analytics

This job aid explains how to set up schedules in Cognos Analytics. Schedules can be set up to send reports as email attachments or links to one or more recipients.

 

Begin by logging into Cognos Analytics.

In Cognos Analytics, it’s recommended to create schedules on a Report View. Here are some advantages you get when using Report Views:

  • This ensures that any updates Reports Authors make will automatically get reflected on the report you are setting schedules for.
  • The ‘original’ report can only be scheduled one time.
  • You can schedule multiple report views of the same report.
  • Each report view can have its own unique schedule, frequency, distribution, and delivery options.

Note: Some of the Reports are already Report Views.

 

Before setting up a schedule, check if the report is a:

  • If it's a Report, see section below Create Report Views to My Content below.
  • If it's a Report View, skip to section called Copy Report View to My Content below.

 

Create Report Views to My Content

Copy Report View to My Content

Setup Schedules

Managing Schedules

Rerunning Schedules Manually

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Article ID: 1711
Created
Thu 5/12/22 12:39 PM
Modified
Fri 11/3/23 9:35 AM