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Wed 25 Mar 2020
14:00 - 16:00

Venue: Finance Division, Greenwich House, Ferrara Room (IT Training Room)

Provided by: Finance Training

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NOTE: Bookings on this event require approval by the event administrator.

You may make a provisional booking using this page, but your place will not be confirmed until the booking has been approved.

Other dates:

January 2020

June 2020

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Booking / availability

Cognos Introduction

Wed 25 Mar 2020


Cognos is a reporting tool that utilises data from CUFS to provide users with additional reports and options. This master class is designed to get existing CUFS users going with the reporting tool. It covers everything from running a report successfully as well as a number of useful tips and shortcuts.

Note: What it does not do is go through in detail the outputs of each individual report. Less experienced users of the Grants and/or General Ledger modules in CUFS are recommended to attend instead one of the following courses:

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

These two courses not only cover the mechanics of running the reports but also more advice on how to interpret and use the information as well as discussion about when to use which report.

Target audience

Experienced users of the Grants and/or General Ledger modules in CUFS who would like to access the improved functionality in Cognos.


Your booking will remain 'provisional' until the following prerequisites have been completed and you have advised thereof:

You will need to know whether you require access to the Grants/General Ledger folder or both for your department. Please liaise with your department key contact/line manager to ensure you complete the form correctly. If you require access to more than one department, all the departments within the school, or across schools, this must be clearly indicated on the form. You also need to know whether or not you will need to receive 'burst reports in your school/department. These are reports that are automatically generated and emailed to you regularly. If you are a PI, you will need your payroll number. The form also allows you to indicate whether you are a member or ROO or Central Finance.

Once you have Cognos access, please complete the following tasks 5 working days prior to your training to eliminate any problems logging into Cognos on the day.

  • Log into Cognos by clicking on Cognos Login:
  • Click on 'Log into Cognos'
  • Enter your CRSID, raven password and click OK
  • Public Folders page will display.
  • Click on the folder called 'LIVE'
  • Click on the folder for your School
  • Click on the folder titled 'Departmental (Shared) Reports'
  • Depending on what access has been requested, you should have a folder for Grants or General Ledger or both with reports listed in each folder.

If you cannot see these reports, it means your access has not been correctly set up or is still in progress. This requires time to resolve so please do not leave to the day before the course.

Your booking will not be approved until you have confirmed that you have completed these steps. If you experience any problems, then please email


Number of sessions: 1

# Date Time Venue Trainer
1 Wed 25 Mar 2020   14:00 - 16:00 14:00 - 16:00 Finance Division, Greenwich House, Ferrara Room (IT Training Room) map Christine Rogerson
  • Log in and run a report
  • Navigate around the screen using the icons
  • Set up various short cuts
  • Schedule reports

To give you the confidence to run reports in Cognos.


Demonstrations and practical’s


1.5 Hours


Once every couple of months

Related courses

Booking / availability