How to Create Excel Report & Email

Summary

The article describes the process of creating and emailing an excel report in Cognos

Body

Identify report 

Navigate within Cognos to identify the report you would like to run as an Excel file. 

  

Run as feature ​

Once you hover on a report name an ellipsis icon (…) will appear, click on it 

 

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Select Run as  

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Creating Excel file 

  • Select Run in background 
  • Check Excel  
  • Deselect HT​ML 
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Emailing report 

Cognos can email the report once it’s completed.  

  1. On the Delivery section of the Run as window, there is a Send report by email
  2. Select this option
  3. Once you've checked this box, a new option (Edit details) on the right will appear 
  4. Select Edit details to modify the report recipient list if you'd like. By default, you're the only recipient of the report

 

 

Click on Run

 

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Details

Details

Article ID: 143696
Created
Mon 1/9/23 8:44 PM
Modified
Mon 1/8/24 6:34 PM