Getting Started in COGNOS

Beginners

COGNOS is a reporting tool that utilises data from CUFS to provide users with additional reports and options. This master class is designed to get existing CUFS users going with the reporting tool. It covers everything from running a report successfully as well as a number of useful tips and shortcuts.

Note: What it does not do is go through in detail the outputs of each individual report. Less experienced users of the Grants and/or General Ledger modules in CUFS are recommended to attend instead one of the following courses:

• Grants Part 2 COGNOS Reporting
• General Ledger Reporting

These two courses not only cover the mechanics of running the reports but also more advice on how to interpret and use the information as well as discussion about when to use which report.

Experienced users of the Grants and/or General Ledger modules in CUFS who would like to access the improved functionality in COGNOS

Your booking will remain 'provisional' until the following prerequisites have been completed and you have advised finance.training@admin.cam.ac.uk

• Your department key contact/line manager must submit an on-line request form to the Cognos team advising that you need access to Cognos and whether it is to the Grants/General Ledger folder or both for your department. http://www.admin-reporting.cam.ac.uk/cam-only/request/

Once you have COGNOS access, please complete the following 5 working days prior to your training to eliminate any problems logging into COGNOS on the day.

• Log into COGNOS by clicking on COGNOS Login: http://www.admin-reporting.cam.ac.uk/
• Click on 'Log into Cognos'
• Enter your CRSID, raven password and click OK
• Public Folders page will display.
• Click on the folder called 'LIVE'
• Click on the folder for your School
• Click on the folder titled 'Departmental (Shared) Reports'
• Depending on what access your department has requested, you should have either a folder for Grants, General Ledger or both with reports listed in each folder.

Your booking will not be 'approved' until you have confirmed that you have completed these steps. If you experience any problems, then please email finance.training@admin.cam.ac.uk

Number of sessions: 1

• Log in and run a report
• Navigate around the screen using the icons
• Set up various short cuts
• Schedule reports

To give you the confidence to run reports in COGNOS.

Demonstrations and practical’s

1.5 Hours

Every month