Creating a report page

To create a new report, you create a new report page based on a copy of an existing page template.

Procedure

  1. Click Open Administration menu Administration menu > System Configuration > Pages and Templates.
  2. Navigate through the folder structure to the folder where you want the report page to be created.

    For example, a report page for a new Cognos® report in the U.S. English locale would be placed in the Reporting/SOX/OpenPages Platform Reports folder.

    Optionally, create a category folder for grouping the reports under the appropriate /SOX folder. For example, to create a new report grouping titled My Custom Reports on the Reporting menu for the U.S. English locale, you could create a folder with the path Reporting/SOX/My Custom Reports. Any report pages placed in the folder will appear under that grouping in a dashboard reports panel in OpenPages®.

  3. Select the folder with a check mark.
  4. Click New Page.
  5. Enter a Name for the report.
    Note: You will not be able to change the name of a report after it is created.
  6. In Template, choose the page template that you want to use to create the report.
    • For Cognos reports that you want to run from the Home Page, use the CommandCenter Report Redirect page template.
    • For Cognos reports that you want to run by clicking on a URL launcher field in a view, use the CommandCenter Report Redirect for Cognos Reports page template.
  7. Enter a Description for the report.
  8. Click Save.
    The window expands to show more fields. The fields that are displayed vary depending on the template you choose. Click in each field to add a value or click Edit Mode to tab through the fields.
  9. If this is a JSP report, skip to Step 11. Otherwise, for a Cognos report based on the CommandCenter Report Redirect or CommandCenter Report Redirect for Cognos Report page template, do the following.
    1. Select a value for each of the following fields:
      Table 1. Cognos report fields
      Field Name Description
      Report Format The display format for the report.
      Show prompt page Determines whether a prompt page is always displayed for a report.
      If the value is set to:
      • Yes or true - a prompt page is always displayed even if the report has no required prompts.
      • No or false - a prompt page only displays if it is required by the report design. This value is set by default.
      Report Folder This field is optional. The report folders must be syntactically correct and separated by forward slashes. The Team content folder is assumed, and does not need to be included in the Report Folder field. For example, the report folder could be Vision 2026/Planning.
      Report Name Type the report name that you want users to see in IBM® Cognos Analytics.
    2. If you're using the CommandCenter Report Redirect template, complete the following additional fields:
      Table 2. CommandCenter Report Redirect fields
      Field Name Description
      Report Type Use report.
      Open with The method for opening the report.
      Select one of the following values:
      • CognosViewer - opens the report in view-only mode, this is the default value.
      • ReportStudio - opens the report in IBM Cognos Analytics so it can be modified.
    3. If you're using the CommandCenter Report Redirect for Cognos Report template, complete the following additional fields:
      Table 3. CommandCenter Report Redirect for Cognos Report fields
      Field Name Description
      resourceid The ID of the object for the report.
      reportingPeriodId The reporting period to use for the report.
    4. Skip to Step 12.
  10. For a report based on the CommandCenter Dashboard Redirect page template, do the following:
    1. Click the Action arrow and select view oredit.
    2. Click the Mode arrow and select dashboard or story.
    3. Skip to Step 12.
  11. For a JSP report, enter the sorting and filtering information for the report.
  12. Enter values for all required fields (required fields have a red asterisk *) including key field information as follows:
    Table 4. Report Page Key Fields
    Key Field Format Description
    Report Name Key report.name.<user-defined>

    Example

    report.name.control.analysis

    		A key that references an application text string for localizing the title of the report.
    Report Description Key report.description.<user-defined>

    Example

    report.description.control.analysis

    		A key that references an application text string for localizing a description of the report.
    Note: You can use the values in the Report Name Key and Report Description Key fields on the report page to manually create custom application text keys to localize the name and description of a report after it is created. For details, see The Custom folder.
  13. Click Save.

Results

When you log on to OpenPages, the new dashboard or story should be visible in dashboard reports panels.

What to do next

If you used the CommandCenter Report Redirect or CommandCenter Report Redirect for Cognos Report template and you want to pass in report parameters from OpenPages, see Configuring parameters for Cognos reports.