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Cognos BI - Jack Henry Banking is Cognos® BI? It is a user-friendly, enterprise-wide reporting...

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Cognos ® BI Business Intelligence Reporting ©2012 Jack Henry & Associates. All Rights Reserved. 1 Cognos BI Web-Based Enterprise Reporting Solution Tuesday, September 22 nd , 2015 Tracy Almquist Marketing, Webinar Host Trudi Matthews Cognos, Operations Manager Vince C. Racca Product Specialist
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Page 1: Cognos BI - Jack Henry Banking is Cognos® BI? It is a user-friendly, enterprise-wide reporting solution that simplifies the creation, distribution, and modification of reports while

Cognos® BIBusiness Intelligence Reporting

©2012 Jack Henry & Associates. All Rights Reserved.

1

Cognos BIWeb-Based Enterprise Reporting SolutionTuesday, September 22nd, 2015

Tracy Almquist – Marketing, Webinar Host

Trudi Matthews – Cognos, Operations Manager

Vince C. Racca – Product Specialist

Page 2: Cognos BI - Jack Henry Banking is Cognos® BI? It is a user-friendly, enterprise-wide reporting solution that simplifies the creation, distribution, and modification of reports while

What is Cognos® BI?

It is a user-friendly, enterprise-wide reporting

solution that simplifies the creation,

distribution, and modification of reports while

offering a Web-based experience that is

designed to support users of every skill level.

Page 3: Cognos BI - Jack Henry Banking is Cognos® BI? It is a user-friendly, enterprise-wide reporting solution that simplifies the creation, distribution, and modification of reports while

Features

• Enables users to access and analyze the information

they need to improve decision making, gain better insight

and manage the organizations performance.

• Includes business intelligent software for query,

reporting, analysis, and creating executive level

dashboards.

• Software used to gather and organize information from

multiple sources both internal and external.

Page 4: Cognos BI - Jack Henry Banking is Cognos® BI? It is a user-friendly, enterprise-wide reporting solution that simplifies the creation, distribution, and modification of reports while

• Daily Overview includes New

Deposit/Loan Accounts, NSF/OD

Information, and Loans Past Due

• Executive reporting including

Loans by Officer, Deposits/Loans

Weighted Averages, and Deposit

Classifications

• Financial reporting focuses on

General Ledger key ratios such

as: Return on Assets/Equity, Cost

of Funds, and Efficiency Ratio

• Customer Summary reporting

including Loans/CD Maturity, Top

Twenty Loan/Deposit Customers

Dashboards

Page 5: Cognos BI - Jack Henry Banking is Cognos® BI? It is a user-friendly, enterprise-wide reporting solution that simplifies the creation, distribution, and modification of reports while

Workspace

• Drag and Drop selected Widgets

onto Workspace

• Look at information from a

different perspective by swapping

rows and columns in crosstabs

and charts

• Resize widget charts

• Quickly change backgrounds and

borders

• Hide widget toolbars for a cleaner

look and feel

Page 6: Cognos BI - Jack Henry Banking is Cognos® BI? It is a user-friendly, enterprise-wide reporting solution that simplifies the creation, distribution, and modification of reports while

Workspace Advanced

Solution Highlights:

• Intuitive drag-and-drop interface

• Integrated data exploration and

analysis

• Calculations, drill, filter, pivot,

top/bottom count

• Flexible format, layout and

distribution

• Multiple queries, formatting and

charting

Page 7: Cognos BI - Jack Henry Banking is Cognos® BI? It is a user-friendly, enterprise-wide reporting solution that simplifies the creation, distribution, and modification of reports while

External Spreadsheets

7

• Combine external, workgroup and

personal data with corporate sources

resulting in broader perspectives

• Wizard driven mapping to combine

external and internal data

• Filter reports using external data

• Share, reuse and update external

sources

Page 8: Cognos BI - Jack Henry Banking is Cognos® BI? It is a user-friendly, enterprise-wide reporting solution that simplifies the creation, distribution, and modification of reports while

Mobile Devices

8

Native iPad support:

Leverage the iPad multi-touch experience

Instantly access your BI

There’s an App for that!

Additional support for:

BlackBerry Playbook

Android

Page 9: Cognos BI - Jack Henry Banking is Cognos® BI? It is a user-friendly, enterprise-wide reporting solution that simplifies the creation, distribution, and modification of reports while

• Availability – In House

• Core/Complementary for Silverlake & CIF 20/20

– Includes: Netteller, Passport, Vertex, Streamline, OnBoard,

TimeTrack / Payroll, Yellow Hammer, BSA, iTalk, & InTouch

• Synapsys

• Enterprise Workflow

• Synergy

• Argo (Silverlake Only)

• EOM (Rolling 12 Month – Silverlake Outlink only)

• GL Only

9

JHA Models (Data Dictionaries)

Page 10: Cognos BI - Jack Henry Banking is Cognos® BI? It is a user-friendly, enterprise-wide reporting solution that simplifies the creation, distribution, and modification of reports while

• Availability – Hosted for Outlink Customers

• Core/Complementary for Silverlake & CIF 20/20

– Includes: Netteller, Passport, Vertex, Streamline,TimeTrack /

Payroll, Yellow Hammer(iSeries), & InTouch

• Synergy (Express -Available soon)

• EOM (Rolling 12 Month – Silverlake Outlink only)

• GL Only

10

JHA Models - (Data Dictionaries)

Page 11: Cognos BI - Jack Henry Banking is Cognos® BI? It is a user-friendly, enterprise-wide reporting solution that simplifies the creation, distribution, and modification of reports while

• Available to Outlink Customers Only

• Available for Silverlake and CIF 20/20 only

– Hosting Feature Limitations

• Limited Web Administrator license assigned – JHA Cognos

Team will be responsible for User/System Administration via

Support

• Scheduled Report Printing not available

• Saving to a file system not available for scheduling - Must

manually save .pdf to an in-house bank network.

• Mobile Device delivery unavailable at this time

11

Hosting – Need to Know

Page 12: Cognos BI - Jack Henry Banking is Cognos® BI? It is a user-friendly, enterprise-wide reporting solution that simplifies the creation, distribution, and modification of reports while

• In-House Admin:

Server maintenance

Maintain and Manage Cognos update releases

User Setup - Assign User License roles for each tenant

Manage annual model update releases

• Hosted Web Admin:

Manage folder and content security for their tenant

Manage schedule task and jobs for their tenant

Create email contacts and distribution list

12

Administration - In-House/Hosted

Page 13: Cognos BI - Jack Henry Banking is Cognos® BI? It is a user-friendly, enterprise-wide reporting solution that simplifies the creation, distribution, and modification of reports while

Demonstration

Cognos® BI

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Cognos® BI

Vince Racca – [email protected]


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