Introduction to Business Reporting Using IBM Cognos

1. Introduction to Business Reporting Using IBM Cognos

2. Cell Phones Facilities Restrooms Emergency Assembly Area Housekeeping

3. Business Reporting using Cognos Course Goal This 1 1/2 hour presentation will introduce Cognos, its functionality, how to run NMSU standard reports in Cognos.

4. Cognos Connection (Web Portal) Introduce terms & information Introduce navigation options Review standard NMSU reports Review options available to save standard reports Agenda

5. Navigate Cognos Identify terms Run standard NMSU reports Save reports Course Objectives

6. Portlet – A mechanism for displaying Web content as part of a portal page StandardReports – NMSU developed standard reports for departmental use Report View – A reference to another report that has it own properties, such as prompt values and results Terms

7. My (Reports) – Filtered to show reports for your summary organization or primary department All (Reports) – Ability to select desired Summary Org. or Dept Data Fact Sheet – General report information Terms cont.

8. Sub-tab Definition • LTV- Provides summary reports, dashboards and high-level analytics relevant to university executives. • College/Division – Provides listing to BFHR standard reports that can be run for users specific to College/Division. The ability to run reports listed but select another College/ Division.

9. Sub-tab Definition cont. • Dept - Provides list of BFHR standard reports that can be run for user’s specific dept. You will also have the ability to run reports listed but select another department. • PI- Provides a Principle Investigator a list of filtered reports listing information identified by Principle Investigator.

10. Sub-tab Definition cont. • Administrative - Provides list of BFHR standard reports filtered options for greater flexibility to address specific needs.

11. “Non-Disclosure Statement” Within NMSU, employees are authorized access to University records only to the extent necessary to perform their official university duties. Security Global Security

12. Cognos a web application tool Houses NMSU developed reports Provides tools for working with filtered reports Cognos Connection – Portal gives access to NMSU developed reports and other tools Cognos

13. FI-COA-Index List FI-DET-Transaction Report by Month FI-SUM-Fund Balance-Month End Commonly Used Standard Reports Finance Reports

14. BU-POS-149-Bgt & Job LD Fill/Vacant BU-POS-249-Vacancy & EHIR Status BU-YTD-Unrestricted Fund Detail BU-SCH-List by Course Dept. Commonly Used Standard Reports cont. Budget Reports

15. HR-LD-287B-Labor Expense Detail HR-EMP-285-Leave Balances Exempt HR-EMP-325-Employee Job History Summary Commonly Used Standard Reports cont. HR Reports

16. Send an email to cognos_help@nmsu.edu or Call ICT Help Desk 646-1840 Need HELP!

17. Cognos Hands-on

18. Questions? ? ? ? ? ? ? ? ? ? ? ? ? ? ? ? ? ? ? ?