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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 #
Cognos Hands-on
Questions?
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