Note: Steps in Part A and B are can be set up by Cognos help desk.

A.Create Cognos Query Using Report View

Step 1: Select and Execute Report

Step 2: Select Query Parameters

Step 3: Run Report

Step 4: Save Report as View (in any folder, including My Folders)

B. Set up Saved Query

Step 1: Use properties settings of the view to change query parameters

Step 2: Set Default Action and Parameters for the Saved Query

Click Run to save criteria

Step 3: Review and Save Query

Click Ok to save

C. Run Save Queries

Step 1: Run query

Step 2: Change the Fiscal Month parameter to Jan - 2016

Step 3: Review and run Save queries with new Fiscal Month

D. Same process/steps applied to Pro version of the Query

The parameters in each tab will be saved with the query

The $5, 1-Button Solution

1. Run report, Click button to Save query

2.Select My Folders - Customize Folders/SubFolder if Desired

3.Customize Parameters

4. Access Saved Query from ZotPortal

The $50k, HTML5 GUI Solution (a la UCR)

HTML5 Front-End

Tree Prompt

Type-a-head Search

List/CrossTab

Column Hide/Show

Cognos SDK Backend

Query Parameters saved in DB, KSAMS enabled

JavaScipts Library: $7,575 (https://www.sencha.com/store/)

Design/Development/Test/Deploy: 2-3 months

User Experience: Priceless

Appendix A - Legacy DS Adhoc Report

Main App

GL Adhoc

Appendix B: CAFE

Step 1: Connect to Cognos

Step 2: Select a package

Step 3: Create a Crosstab/List

Step 4: Populate Crosstab

Step 5: Add Filter

Step 6: Filter values

Step 7: Apply Filter

Step 8: Save XLS

Step 9: Open XLS, connect to Cognos....repeat

Bug: Query Subject in folder does not work (Account, Org...cannot be used)

Appendix C: UCR QBE

Query Parameters

Output Field Selection

Output

Save

Additional Actions