Intelligence reports

[tinamwelch]

Is there a way to schedule a report to run last day of the month and email the report results?

[PoojaKumatkar]

Hi @tinamwelch ,

Please find below support article and refer step #7 and step #9 for how to setup frequency to last day of the month and how to send report result on email. Find attached screenshot.

Article Number	000076279
Title	How to schedule a report (Cognos 11)?
Details	I want to send the report to Concur users when I create a scheduling report in Reporting > Intelligence.
Resolution/Answer	The ability to schedule report runs is only available in Cognos Connection if you have Intelligence reporting. Within Intelligence, you can schedule reports to run on a regular basis, according to schedule. To schedule a standard report, first save it in My Contents folder or within your entity folder under Team Content. You cannot schedule a standard report you must make a copy.  To schedule a report, an employee with the Cognos Business Author or the Cognos Professional Author role can follow these steps: Select Reporting > Intelligence Select Content (top left corner) Select Team Content Locate the desired report and click on the 3 dots (...) next to the report name to view Action menu Click Properties Select the Schedule tab, then click on Create schedule If there's an existing schedule, the "Edit" option will appear instead of "Create" On the Schedule tab, set the frequency, day of week to run, and period start/end times On the Options tab, select the desired Format Select the desired Delivery  To Send report by email: in the Delivery section, select the Send report by email checkbox. Click Edit Details On the details page, enter the appropriate recipient information in the To and Cc fields, enter a Subject, enter a Message, select Attach report output check box to include the report as an attachment, and then select the Back arrow to return to Delivery options On the Prompts tab, select Set Values On the Prompt Page, select the desired prompt values, then click Finish Click Save to save all selections Upon Completion of the scheduled job: If Delivery method was Save report: Click on the ellipsis (...) to the far-right of the report name for More options  Select View versions Click on the appropriate version Click on the format icon to view the report versions If Delivery method was Send report by email, the designated recipient(s)will receive an email with the report output
Cause
Additional Information	Caution: DO NOT schedule reports to run during your maintenance window. This will result in incomplete or faulty data. The maintenance period is from Friday at 9:00 PM until Saturday at 1:00 AM in your selected processing zone.

If this answers your query, then please marks solution as accepted.

[KevinD]

@tinamwelch I need to jump in here. Data in Cognos is on a one day delay. So, if you run a report on the last day of a month, that day's data will not be included in the report. That is why you should schedule reports to run the day after the last day's worth of data you would like to see. 🙂

For example, if I have a report that is built to show one month's worth of data at a time, I would schedule it to run on the first of every month.