Sharing assets from Team content via Microsoft Teams or Slack

In Cognos Analytics, you can send Cognos® Analytics report outputs or dashboards in the Team content folder via Microsoft Teams or Slack.

Before you begin

Your administrator must configure a collaboration platform before you can use this feature.

About this task

Cognos Analytics allows you to select share icon Share in an asset's context menu from several access points:
  • the Team content Team content icon folder
  • the Home home iconpage, in the list of recently opened assets
  • the Search results search results icon pane
  • the Recent Recent icon pane
Note: The following task describes accessing the context menu from the Team content folder. However, you can use any of the access points listed above.

Procedure

  1. Save your Cognos Analytics dashboard or report output in the Team content folder.
    Tip: Other users are not authorized to open content in your My content folder.
  2. Navigate to the saved asset in the Team content folder.
  3. Click the More icon More icon for the asset and then, in the context menu, click Share.
    Tip: A different Share icon share icon appears in the application bar at the top of your window when you are viewing content on your canvas:
    • If you are editing a new report or dashboard on your canvas and you click the Share icon share icon in the application bar, the Share panel only allows you to share the content from your current view. Previously saved report output cannot be shared by clicking the Share icon share icon in the application bar.
    • If you are viewing a saved report output PDF and you click the Share icon share icon in the application bar, the Share panel only allows you to share the saved PDF version as a link or an attachment.

    The Share panel appears.

  4. In the Share panel, do one of the following to choose your sharing platform:

    • Click Email. Then click Send, and go to step 5.

      Tip: If Email does not appear as a platform, your administrator did not enable content sharing by email.

    • Click Microsoft_Teams_platform_name. Then click Send, and go to step 6.

      Tip: If a Microsoft Teams platform appears grayed out, your administrator has disabled the platform. If you are not part of a team in Microsoft Teams, you can join it through the pop-up window and then click on the Microsoft_Teams_platform_name again in Cognos Analytics to continue sharing your content.

      If a Microsoft Teams platform doesn't appear, and your administrator had enabled it, your administrator may also need to update an advanced setting.

    • Click Slack_platform_name. Then click Send, and go to step 7.

      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.
  5. 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:
      • For external email accounts, enter the full email 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 Search icon. Find field.

        You can click the Search Method icon Properties icon to find entries that either contain, start with, or are an exact match with the text that you type.

        Click the filter Filter icon 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.
  6. If you selected a Microsoft Teams platform in the Share 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.
  7. If you selected a Slack platform in the Share 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.
  8. 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.
  9. Select Include image if you want to attach an image of your content to your Email or Slack message.
  10. If you selected the Include image option, you can edit the image before you send it: it. At the bottom of the Share with platform_name window, click the image before you send it.
    1. At the bottom of the Share with platform_name window, click the image.
    2. Follow the steps to edit the image before you share it.
  11. Click Send.

Results

Your message is sent to your selected recipients via Slack.