Sharing content from the canvas

You can send Cognos® Analytics content that you are currently viewing in a report or dashboard to your colleagues via Email, Microsoft Teams, or Slack. You can also share visualizations from the Assistant panel that were generated by the Assistant.

For more information, see Sharing visualizations from the Assistant.

Before you begin

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

Procedure

  1. While viewing your Cognos Analytics content in a report, dashboard, or the Assistant panel, click the Share icon share icon.
    Tip: A different Share icon share icon appears in a context menu, after you click the More icon 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 share icon in the application bar.

    The Share panel appears.

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

    • Click Email. Then click Send, and go to step 3.

      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 4.

      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 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.
  3. 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.
  4. If you selected a Microsoft Teams platform in the Share panel, perform these steps:
    1. Enter and select up to 10 channels, group chats, or recipient names.
      Tips:
      • For each recipient, start typing either a Teams channel name (starting with the hashtag symbol (#) or a Teams user name if you want to send a Direct Message in Teams. As you type, the list of possible choices is filtered, until you can select the one you want.
      • If you entered multiple recipients, each one will receive the content in an individual Direct Message.
    2. Enter the message that you want to send.
      Tip: You must include some text in your message.
  5. 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.
  6. 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.
  7. Select Include image if you want to attach an image of your content to your Email or Slack message.
  8. 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.
  9. Click Send.

Results

Your message (and your image, if applicable) is sent to your selected recipients via email, Microsoft Teams, or Slack. You are then notified that the selected recipients received your message successfully. You are also notified of any recipients who do not receive the message.