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© 2012 Jenzabar, Inc. Presented by Peggy Mothershead, Registrar Systems Specialist Graceland University Friday, June 1, 201211:15 am – 12:15 pm 483 Bursting.

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Presentation on theme: "© 2012 Jenzabar, Inc. Presented by Peggy Mothershead, Registrar Systems Specialist Graceland University Friday, June 1, 201211:15 am – 12:15 pm 483 Bursting."— Presentation transcript:

1 © 2012 Jenzabar, Inc. Presented by Peggy Mothershead, Registrar Systems Specialist Graceland University Friday, June 1, 201211:15 am – 12:15 pm 483 Bursting the Paper Chain with Electronic Letters from Cognos

2 © 2012 Jenzabar, Inc.  Do you consume large amounts of paper sending letters to students, faculty, academic advisors, and other constituents?  Do you expend large amounts of time with difficult Excel to Word mail merges?

3 © 2012 Jenzabar, Inc. Burst the Paper Chain!  This session will highlight how to use Cognos (version 8 or 10) report writing and bursting tools to send electronic letters, memos, and notices.  Sending electronically via email: Faster and easier Improves communication Eliminates wastefulness of paper Reduces cost

4 © 2012 Jenzabar, Inc. Minimum Requirements  Cognos 8 or 10 Business Intelligence  Report Studio Professional Authoring License  Intermediate and Advanced Level Report Writing Skills  Cognos Package (that works for your institution)  Email Address Database Better Yet….  Reporting Specialist James Mueller Reporting Specialist Graceland University

5 © 2012 Jenzabar, Inc. Examples to Students

6 © 2012 Jenzabar, Inc. Examples to Students

7 © 2012 Jenzabar, Inc. Examples to Advisors

8 © 2012 Jenzabar, Inc. Examples to Faculty and Other Constituents

9 © 2012 Jenzabar, Inc. Bursting Reports  You can burst a report to distribute its contents via email to a selected group of recipients. The recipients will only get the data that is pertinent to them.  To create a burst report, you 1.Launch Report Studio and create a new list report 2.Create a Query and/or queries Defines the recipients and the data they will receive when the report is run. 3.Add Page contents – table, list, text items, data items Important: assign a query to the page 4.Insert a Page Set with same query as above and define grouping and sorting. 5.Set Burst Options to make file available for bursting Steps 4-5 will create the appropriate subsets of data to burst. 6.Avoid embarrassing situations - Simulate the Burst. 7.Enable Bursting Do this when the report is ready to be distributed.

10 © 2012 Jenzabar, Inc. New List Report with Query

11 © 2012 Jenzabar, Inc. Page with Contents

12 © 2012 Jenzabar, Inc. Important! Assign a Query to the Page

13 © 2012 Jenzabar, Inc. Insert a Page Set

14 © 2012 Jenzabar, Inc. Define Grouping and Sorting

15 © 2012 Jenzabar, Inc. Go to File>Burst Options

16 © 2012 Jenzabar, Inc. Burst Simulation  To avoid the embarrassing situations.

17 © 2012 Jenzabar, Inc. Ready to deliver the report - Enable Bursting

18 © 2012 Jenzabar, Inc. Success!

19 © 2012 Jenzabar, Inc. Questions? Contact Information: Peggy Mothershead Registrar Systems Specialist Graceland University peggym@graceland.edu


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