Report Conversion

The report conversion options for report books are the same as for reports and forms.

For more information, see Run User-Defined Reports and Forms.

Procedure

  1. On the Reports menu, click Run. The Run Reports window opens.
  2. On the Report Books tab, in the Report Books list box, select the report book or report(-s) you want to run. The list is always sorted by report books.
  3. Under Data Selections, enter the actuality, period and forecast actuality you want to run the report book for.
  4. Under Output Selection, select the relevant output option button:
    • Predefined (the output settings defined for each report in Reports/Report Books/Output tab)
    • Printer
    • Preview
    • File enter the file name and path. You can save the file in the following file formats:
      • XLSX Microsoft Excel Workbook
      • HTM Web Page
      • CSV Comma Delimited
    • E-mail: This option is only available if you have selected the Use E-mail check box and selected the E-mail format in the General Configuration, tab General 3.
  5. Select conversion options:
    • Values: Select this if you want to display all results as values and not as formulas.
    • No Conversion: Select this if you do not want any conversion to be done.
    • IBM Controller Link for Microsoft Excel: Select this if you want to the result of the report to be converted into the IBM® Cognos® Controller Link for Microsoft Excel format.
  6. Click Run to run the report book or report(-s).
    Note: If you enter a form in a report book, the appropriate parameters must be entered on the Selections tab for the form.