Virtual - Cognos Introduction

Updated

Cognos is a reporting tool that utilises data from CUFS to provide users with additional reports and options. This introductory course is designed for new reporters - covering everything from running a report successfully as well as a number of useful tips and shortcuts.

Note: This course is mandatory in order to attend either of the following two courses below.

• GL Part 2: Reporting in the General Ledger
• Grants Part 2: Grant reports in Cognos

What this introductory course does not do is go through in detail the outputs of each individual report. Report outputs are explained in further detail in the courses above.

Cannot make any dates? See the on-demand online version of the course. Completion of this course will count as Cognos attendance for the purpose of acceptance onto the above courses. You should ask your Key Contact to request Cognos access for you, prior to working through the on-demand material.

• Users of the Grants and/or General Ledger modules in CUFS who would like to access the improved functionality in Cognos

• Users who wish to attend either:

• GL Part 2: Reporting in the General Ledger

• Grants Part 2: Grant reports in Cognos

– at least a week prior to the course starting the below needs to be completed.

Your booking will remain 'provisional' until your Cognos access has been granted. Cognos access must be requested via your Departmental Key Contact. A list of Key Contacts can be found here; https://ufs.admin.cam.ac.uk/files/key_contacts.pdf

Cognos access typically takes 3 working days to fully process, so it is best advised to speak to your Key Contact as soon as possible.

Number of sessions: 2

In Session 1

• Log in and run a report
• Navigate around the screen using the icons
• Set up various short cuts

Session 1 will be approximately 1 hour of taught material with the rest of the time available for completion of an individual practice exercise which will be reviewed in session 2

In Session 2

• Report view (Saving your own selection parameters)
• Schedule reports

• To give you the confidence to run reports in Cognos
• To give you the foundational knowledge for our other Cognos-related courses

• Initial demo webinar
• Self-guided work through the manual
• Q&A webinar to review the material and ask any questions