Bursting Cognos Reports

Example - Burst a Report

You are a report author at The Great Outdoors Company, which sells sporting equipment. You are requested to create a report that lists product sales for each sales representative. The report is to be emailed to each sales representative, but they only need to see the data that pertains to them. You create a list report that you burst to each sales representative.

Steps

1.    Open Report Studio with the GO Data Warehouse (query) package.

2.    In the Welcome dialog box, click Create a new report or template.

3.    In the New dialog box, click List and click OK.

4.    In the Insertable Objects pane, on the Source tab  , expand Sales and marketing (query) and Sales (query). Add the following data items:

·         Expand Employee by organization and add Employee name.

·         Expand Product and add Product line, Product type, and Product name.

·         Expand Sales fact and add Quantity and Revenue.

5.    Group the Employee name, Product line, and Product type columns.

6.    Click the Employee name column, click the headers and footers button  , and then click Create Header.

Employee name appears as a header in the list. You no longer need to keep the data item as a list column.

7.    In the list, click Employee name and click the delete button  .

8.    Click Revenue, and then click the aggregate button  and click Total.

9.    Pause the pointer over the query explorer button  and click Query1.

10. In the Insertable Objects pane, on the Source tab, drag Email from the Employee by organization folder to the Data Items pane.

11. From the File menu, click Burst Options.

12. Select the Make report available for bursting check box.

13. Under Burst Groups, in the Query box, click Query1.

14. In the Label box, click Employee name.

15. Click the edit button  .

16. In the Data Items box, drag Employee name to the Groups folder and click OK.

17. Under Burst Recipient, in the Query box, click Query1.

18. In the Data Item box, click Email.

19. In the Type box, click Email addresses.

20. Save the report.

21. Locate the report in IBM Cognos Connection.

22. Under Actions, click Run with options  .

23. Click advanced options on the right of the screen.

24. Under Time and mode, click Run in the background.

25. Select the Burst the report check box.

26. Select the Send the report by email check box.

27. Run the report.

When sales representatives access their email accounts, they will see reports with only the data that is meant for them.