Introduction to Business Reporting using IBM Cognos

Sponsored Research Data

Housekeeping

• Cell Phones

• Facilities– Restrooms– Emergency Assembly Area

Business Reporting using Cognos Course Goal

This 1 1/2 hour presentation will introduce Cognos, its functionality and how to run standard reports with an emphasis using Sponsor Research data.

Agenda• Cognos Connection (Web Portal)

• Introduce terms & information

• Introduce navigation options

• Review standard NMSU reports

• Review various save formats

Course Objectives

• Navigate Cognos

• Identify terms

• Run standard NMSU reports

• Save reports

Security

• “Non-Disclosure Statement” Within NMSU, employees are authorized access to

University records only to the extent necessary to perform their official university duties.

• Security Global

Cognos

Cognos a web application tool • Houses NMSU developed reports• Provides tools for working with filtered reports

Cognos Connection – Portal gives access to NMSU developed reports and other tools

Benefits of Cognos

• Run reports on demand• Reports can be emailed• Options to export reports in various formats

Terms

• Portlet – A mechanism for displaying Web content as part of a portal page

• Standard Reports – NMSU developed standard reports for departmental use

• Report View – A reference to another report that has it own properties, such as prompt values and results

Terms cont. • My (Reports) – Filtered to show reports for your

summary organization or primary department• All (Reports) – Ability to select desired Summary

Org. or Dept• Data Fact Sheet – General report information

Sub-tab Definition• LTV- Provides summary reports, dashboards

and high-level analytics relevant to university executives.

• College/Division – Provides listing to BFHR standard reports that can be run for users specific to College/Division. The ability to run reports listed but select another College/ Division.

Sub-tab Definition cont.

• Dept – Provides list of BFHR standard reports that can be run for user’s specific dept. You will also have the ability to run reports listed but select another department.

• PI- Provides a Principle Investigator a list of filtered reports listing information identified by Principle Investigator.

Sub-tab Definition cont.

• Administrative – Provides list of BFHR standard reports filtered options for greater flexibility to address specific needs.

• Banner refers to the restricted accounts as GRANTS (sponsored, excluding gifts & endowments) – Restricted accounts are assigned a grant #– A Grant # can have a:

• one grant to one fund relationship or• one grant to many funds relationship

– The Grant #:• ties to a fund(s) • the fund(s) tie back to an index

Facts

SPA’s Grant Numbering SystemArea Grant # Fund # Cost Share Fund

Main GR000XXXX 60XXXX 65XXXX

Alamo GR00200XX 24XXXX 25XXXX

Carlsbad GR00300XX 34XXXX 35XXXX

Dona Ana GR00400XX 44XXXX 45XXXX

Grants GR00500XX 54XXXX 55XXXX

PSL GRP00XXXX 80XXXX 85XXXX

Financial Aid GRB00XXXX Same as above N/A

Federal/State GRF00XXXX

GRS00XXXX

Same as above N/A

Commonly Used Standard Reports

• RA-SPA-Expiring Funds • RA-SPA-Grant Index Lookup• RA-SPA-Grant Activity by Agency• RA-SPA-Grant Activity by Org

Research

Future Reports

• Aging Report – list of all unpaid invoices by aging category by grant #

Need HELP!

Send an email to cognos_help@nmsu.edu or

Call ICT Help Desk 646-1840

Cognos Hands-on

Questions?

?

?

?

?

?

?

?

?

?

?

?

?

?

?

??

?

??