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 ed 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 System AreaGrant #Fund #Cost Share Fund MainGR000XXXX60XXXX65XXXX AlamoGR00200XX24XXXX25XXXX CarlsbadGR00300XX34XXXX35XXXX Dona AnaGR00400XX44XXXX45XXXX GrantsGR00500XX54XXXX55XXXX PSLGRP00XXXX80XXXX85XXXX Financial AidGRB00XXXXSame as aboveN/A Federal/StateGRF00XXXX GRS00XXXX Same as aboveN/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 #

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Cognos Hands-on

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