Viewing and interacting with reports

You search and find an IBM® Cognos® Analytics report in the Team content or My content folder, and then you can open it or run it.

The report opens in a viewer. You now have different options, such as subscribe, save as a report view, edit in reporting, and more. The available options depend on the type of report that you view. When a report runs in the interactive viewer, you also have options to see different data in the report by filtering, drilling up and down, and more.

Choose the options that best suit your needs for viewing frequency and personalization. If you want to see a report on a regular basis, subscribe to it. If it's really important, you can set it as your home page. If you entered prompt and parameter values and you want to save those so you don't have to enter them every time, save the report as a report view. If you choose to edit, the report opens in Reporting with all the tools you need. For more information, see The user interface.

Depending on the report type, the appropriate actions are available in the viewer:
  • Subscribe icon Subscribe. Delivers reports with your prompt values and options.
  • Save as report view. Saves your prompt values and options in a view.
  • Set as home.
  • Edit icon Edit. Opens Reporting.
  • Run as. Choose the output format.
  • Save and Save as.

If you view saved report output, and you want to be alerted when there's a new version of the report, tap Notify me.

You can find entries in Team content by searching, and by viewing the Recent items list. But you can also save and organize your items in My content, which is useful for saving report views with your custom prompts or for saving report output versions.

When a report runs in the interactive viewer, the following options are available in the toolbar that appears when you select a report object:

  • Sort data sort icon.
  • In lists, group data group/ungroup icon.
  • Summarize data aggregate icon.
  • Convert a list or crosstab to a chart, or change a chart to a different chart type Change chart type icon.
  • In crosstabs and charts, suppress columns or rows suppress icon or swap columns and rows swap rows and columns icon.
  • Drill through to another report.
  • Add calculated members insert calculation icon.
  • Drill up, drill down, and perform dimensional operations, such as top/bottom filtering Explore icon.
  • Run the report as Excel or CSV output.
  • Select and interact with the elements of a chart, such as the bars in a bar chart.
  • View lineage information for a data item Explore icon.
  • Access a business glossary, such as the IBM InfoSphere® Information Governance Catalog, for a data item Explore icon.
  • Create, edit or remove filters filter icon.
  • Share or embed report output, preserving the context of the current view of the report, such as prompt values.

    To share or embed report output, click the Share icon Share icon in the application bar.

  • Run a report as the report owner or with the capabilities granted to the owner.

    In the Cognos Analytics portal, access the Properties slideout of the report, click the Report tab, and then open the Advanced section.