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Wed 15 Feb - Thu 16 Feb 2023
10:00, ...

Venue: Via MS Teams

Provided by: Finance Training


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2023


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Virtual - Cognos Introduction
Updated

Wed 15 Feb - Thu 16 Feb 2023

Description

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.

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.

Target audience
  • 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
Prerequisites

– 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.

Sessions

Number of sessions: 2

# Date Time Venue Trainer
1 Wed 15 Feb   10:00 - 11:30 10:00 - 11:30 Via MS Teams Sarah Perry
2 Thu 16 Feb   10:00 - 11:00 10:00 - 11:00 Via MS Teams Sarah Perry
Objectives

In Session 1

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

In Session 2

  • Report view (Saving your own selection parameters)
  • Schedule reports
Aims
  • To give you the confidence to run reports in Cognos
  • To give you the foundational knowledge for our other Cognos-related courses
Format
  • Initial demo webinar
  • Self-guided work through the manual
  • Q&A webinar to review the material and ask any questions
Theme
Reporting

Booking / availability