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Cognos 8 - Report Bursting to Email Recipients.docx

Cognos 8 Report Bursting

Burst a Report to Email Recipients Using a Data Item
Task 1. Create a List Report with product sales information.
1. 2. 3. 4. 5. 6. 7. Log in to the Cognos 8 Development environment Click Create Professional Reports. Select the GO Data Warehouse (query) package. Create a new report or template Select List and click OK. Expand the Sales and Marketing (query), then Sales (query). From the Insertable Objects pane, from the Source tab, add the following query items: x Employee by region Employee Name x Product Product line, Product type, Product name x Sales Fact Quantity, Revenue 8. In the work area, Shift+click the Employee name and Product type columns, and then on the toolbar, click Group/Ungroup. 9. Click the Employee name column, on the toolbar, click Headers & Footers, and then click Create Header. 10. With the Employee name column still selected, click Delete to remove the column from the report. 11. Click the Revenue column, on the toolbar, click Aggregate, and then click Total. To include only the data for the three sales reps that need to know what they have sold you will filter the report. 12. On the toolbar, click Filters, and then click Add. 13. On the Source tab, expand the Employee by region query subject, and then doubleclick Last name to add it to the expression. 14. After [Sales (query)].[Employee by region].[Last name], type IN ('Torta','Scott','Sinden'). 15. Click Validate, and then after the expression is validated without any errors, click OK twice. 16. Run the report. The report is filtered to only include sales made by Alessandra Torta, Bart Scott, and John Sinden. The results appear as shown below:

http://www.stthomas.edu/irt/support/enterprise/bi/Cognos%208%20-%20Report%20Bu.... 8/5/2011

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17. Click Page Down to view the other users. 18. Close the Cognos Viewer. You will now create a burst key data item that will let us distribute this report to sales reps using their email addresses.

Task 2. Create a burst key.

You will add the Email Query item to the query to be used as the burst key. 1. On the Explorer bar, point to the Query Explorer, and then click Query1. 2. In the Insertable Objects pane, on the Source tab, expand Employee by region, and then drag Email to the Data Items pane. 3. In the Properties pane, change the Name property to Burst_Key.

Task 3. Set the burst options.

1. From the File menu, click Burst Options. 2. Select the Make report available for bursting check box. 3. In the Burst Groups section, in the Query List, click Query1. You will not enter a value for the Label, because you will use the default label, Employee name. 4. Below Groups, click Edit, and then doubleclick Employee name to add it to the Groups folder. 5. Click OK. 6. In the Burst Recipient section, in the Query list, click Query1, in the Data Item box list click Burst_Key, and then in the Type list, click Email addresses. The results appear as shown below:

http://www.stthomas.edu/irt/support/enterprise/bi/Cognos%208%20-%20Report%20Bu.... 8/5/2011

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With these options, the report will be distributed by email (Type) to the email address specified in Burst Key. The report is grouped by Employee name, and each employee only receives a report with their data. 7. Click OK. 8. From the File menu, click Save, and then in the Save in box, navigate to My Folders. 9. In the Name box, type Distribute Reports Through Bursting, and then click Save.

Task 4. Burst the report and view the results.

1. Open your St. Thomas Outlook. 2. Minimize Report Studio, and then from the Welcome to Cognos 8 page, click Cognos content. 3. From the My Folders tab, find report Distribute Reports Through Bursting. 4. Beside the report, click Run with options options. , and then click Advanced

5. Select Run in the background . 6. Select the Burst the report check box, and then select the Send the report by email check box. 7. Click Run, then click OK. 8. In Cognos Connection, below Actions, click More, and then click View report output version . The output version appear as shown below:

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9. Click Close, minimize Cognos Connection, and then open your Outlook Express. 10. Three burst reports appear in the Inbox. ***Note: The emails will appear as Undeliverable because the three Sales Reps are not part of our system. Each email would contain separate information for each individual sales rep.

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