What is Cognos 8.2 ReportNet

1. What is Cognos 8.2 ReportNet • Cognos 8.2 ReportNet is a eSchool-integrated reporting tool. • Functionality is similar: • Pre-defined reports • Web-based report access to real-time information. • Customizable interface for users to select prompt values. • Multiple report output formats including PDF and Excel

2. 3. Cognos Report Viewer • Getting Started • Logon to eSchoolPlus+. • Click on (Located on the left side under the eSchoolPlus+ folders). • When you see the below screen, logon to ReportNet using the same user name and password as you use in eSchoolPlus+.

3. Cognos Connection Default View • Successful login brings you to the screen above • Public folders: Those folders that all users with permissions may access • My Folders: Your personal workspace • You will see only the folders to which you have access • View can be toggled to detail or list view using the tools in the upper right corner of your screen • All districts and users can access the Standard DOE Public Reports Folder. Security and report templates are maintained by the DOE • Each district has its own Reports folder in which customized reports specific to the district created by either DOE or district staff. Security for this folder is controlled by you.

4. Standard DOE Reports Folder • IWR Reports have been converted to ReportNet templates and are organized by report area: • Standard DOE Reports are currently being validated. If you find errors with report templates, please submit a techfix.

5. Navigating Folders in Cognos Connection • Folders can be navigated just as they are in Windows Explorer. Simply click through each folder to access sub-folders. Folders are indicated with the yellow folder icon appearing to the left of the folder name: • Report files are indicated with a report icon appearing to the left of the report name:

6. Using the Toolbar • The Toolbar is located in the upper right corner of your screen. Depending on your access to the folder you are in, you will see some or all of the icons shown below: Create New Job Refresh Current Screen Create New Folder Delete Create New Page Copy Cut Toggle Between List View and Detail View Order Paste Create New URL Link (Not Configured Yet) Set Properties

7. Home Button: • Located at the upper right corner of the Cognos Connection screen, the “home” button will take you to the initial screen you see when you login. • Click the down arrow and you can set any screen as your home screen.

8. Running Reports Interactively • To Access Report Directories, navigate through folders as you would in Windows Explorer. Folders are indicated with the yellow folder icon appearing to the left of the folder name: Report files are indicated with a report icon appearing to the left of the report name: Home Button Report Actions Toolbar Current Navigation Location

9. Running Reports InteractivelyExecuting Reports • Option 1: Click Directly on Report Name This will execute the report and display it your default format based on your preferences. You will be prompted for any parameters the report has in its template. • Option 2: Run with Options This option will allow you to choose formats: HTML, PDF, Excel, Comma Delimited, and XML. You may also select the language and delivery method. For delivery method, please choose “View the Report Now”. You will have the option to save reports from your screen. Choosing “Save the Report” saves a version to the ReportNet server, not your directory.

10. Running Reports Interactively:Entering Prompt Information • As with Cognos Impromtu, ReportNet enables customization of reports giving users the ability to filter reports by entering pre-defined prompt values such as: Current Building, Grade, or various date fields. Some prompts may be required, others are optional. • Required prompts are indicated by an asterisk. Optional is indicated by the word “Optional” • Users may have the option to select more than one option depending on the prompt. • Prompts may be entered on various pages. Users will click through a navigation bar at the bottom of the page to access pages. The navigation buttons are Cancel, Back, Next, and Finish. Upon completion of the prompt pages, the report will execute and deliver in the format selected.

11. Customizing Your Preferences • At the upper most right-hand portion of your screen, you should see an option directly to the left of “launch” with a down-arrow to the right of it. Choose the down –arrow and select “My Preferences”.

12. Customizing Your Preferences • You will arrive at a page enabling you to customize you personal settings as shown to the right. • Notice the default number of entries in list view is set to 15. Make it 99. • Most of these options can probably left unmodified, but you may consider changing your report format to pdf. You will still have the option to generate reports in other formats such as Excel or PDF, but this will be the default setting.

13. Report Viewer ExampleRunning a Homeroom Listing Report • Step 2: Navigate to Public Folders>Standard DOE Public Reports>Student Information Reports • Step 3: Click the “Run with Options” button to the right of the Homeroom Listing Report: • Step 4: Make sure your options appear as below: • Choose “Run”

14. Report Viewer ExampleRunning a Homeroom Listing Report • Step 5: Complete Prompt Page 1 and Select “Next”

15. Report Viewer ExampleRunning a Homeroom Listing Report • Step 6: Complete Prompt Page 2 and Select “Next”

16. Report Viewer ExampleRunning a Homeroom Listing Report • Step 7: Complete Prompt Page 3 and Select “Finish”. The report will then execute and open in pdf format.

17. Sample Report PageTo save you report, choose File>Save As and place it in the directory of your choosing.

18. Questions/Answers for Report Viewer ??????