Sharing content from the canvas

In Cognos Analytics, you can send Cognos® Analytics content that you are currently viewing on your Reporting or Dashboard canvas to your colleagues via email icon Email or Slack icon Slack.

For more information, see the Blog post Increased Collaboration with Slack Integration in IBM Cognos Analytics 11.1!

Before you begin

Your administrator must configure a mail server and/or a collaboration platform before you can use this feature.

Procedure

While viewing your Cognos Analytics content in the Reporting or Dashboard component, click the Share icon in the application bar that appears at the top of your Cognos Analytics window.

Tip: A different Share icon appears in a context menu, after you click the More icon for a content folder or on the Welcome page. However, the Share panel that you invoke from a context menu only allows you to share saved report outputs or dashboards. To share an image of an asset that is open and that you are currently viewing, you must click the Share icon in the application bar.
In the Share panel, click the Send tab.

Tip: If the Send tab does not appear, the administrator did not configure a mail server and did not configure a collaboration platform.
Click one of these platforms:
- Email - go to step 4.
  
  Tip: If Email does not appear as a platform, your administrator did not enable content sharing by email.
- Slack_platform_name - go to step 5.
  
  Tip: If a Slack platform appears grayed out, your administrator has disabled the platform. If you are not part of a slack workspace, you can join it through the pop-up window and then click on the workspace again in Cognos Analytics to continue sharing your content.
If you selected Email, in the Share with email panel, perform these steps:
1. Search for a recipient name, group, role, distribution list, or contact and then click Search directory. Repeat this step as necessary.
  Tips:
  - To add an external email address, enter the full address and then press Enter.
  - If you start typing someone's name that you emailed recently, the full name quickly appears and you can select it.
  - You can narrow the search results and speed up retrieval time by typing more characters in the recipient fields.
  - Search results appear for all namespaces that you are logged into. You may need to scroll to see results for a different namespace.
  - You can also browse for a recipient, by clicking Directory > namespace.
    
    To quickly find an entry:
    
    Type text in the Find field.
    
    You can click the Search Method icon to find entries that either contain, start with, or are an exact match with the text that you type.
    
    Click the filter icon to narrow the view of entries.
2. Enter the email subject.
3. Enter the message that you want to send.
  
  Tip: To format your message, use the Styles and Format buttons.
If you selected Slack_platform_name, in the Share with Slack: platform_name panel, perform these steps:
1. Enter a channel or recipient name.
  
  Tip: Start typing either a Slack channel name (starting with the hashtag symbol (#) or a Slack user name if you want to send a Direct Message in Slack. As you type, the list of possible choices is filtered, until you can select the one you want.
2. Enter the message that you want to send.
  
  Tip: You must include some text in your message.
Select Include link if you want your recipient to click a link to your content.

Tip: Include link appears only if your content is located in the Team content folder. Other users cannot link to content located in My content.
Select Include image if you want to attach an image of your content to your Email or Slack message.
If you selected the Include image option, you can go to the Modify your image (optional) pane on the left and edit the image before you send it.
Click Send.

Results

Your message (and your image, if applicable) is sent to your selected recipients via email or Slack.