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Wake Forest University

Steps to save a report to Cognos, Google Drive, or Network Share Drive (Windows)

Modified on: Thu, Jun 10, 2021 at 2:33 PM


If you have lost the ability for Internet Explorer to download files in Cognos, it may be because Internet Explorer updated. Once updated, the setting may be erased. To avoid this from happening, visit this article to adjust your settings.

Cognos

1. Click the three dots to the right of your report to open the report options and select "Run as".

screenshot of three dots

2. Click the "Run in the background" option. This gives your the option to use Classic View for advanced saving options. 


Google Drive

1. Run steps 1 - 2 above to get to Classic View in Cognos.

2. Select the Delivery Option to Save the Report.

3. Click on the advanced options link. NOTE: you must click on the "Save the report" Delivery option prior to clicking on this advanced options link to see all of the required options to save report output.


screenshot of delivery options and advanced options.

4. Uncheck "Save" so the report is not saved to Cognos. 

5. Check the "Save to the file system" box.

6. Click on the "Edit the options..." link.



Screenshot of Classic View

7. Check the "Use the report name button" if you want to use the existing Report Name as the new file name or choose a name your prefer in "Specify a file name". 

8. Click on the drop down arrow and locate the location that begins with google_drive in the name. IF you do not see a location beginning with google_drive, you do not have permission to write to a Google Drive location. Contact the Data team for assistance setting this up. 

Do not use the bottom 2 "Conflict resolution" that begin with "Make the file names unique..." as these options currently do not work. 

9. Select OK

screenshot of class view when naming and savings files

10. Notice the report name you provided and the google_drive location YYYMMDD will be replaced with timestamp.Click Run.

After the report completes running in Cognos, a job runs every 15 minutes that moves this report output to the WFU Google drive location you specified. This job runs in 15 minute increments starting at the top of the hour.  

screenshot of report in Google Drive

Network Share Drive (Windows)

1. Run steps 1 - 2 above to get to Classic View in Cognos.

2. Select the Delivery Option to Save the report. 

3. Click on the advanced options link. NOTE: you must click on the "Save the report" Delivery option prior to clicking on this advanced options link to see all of the required options to save report output.

4. Uncheck "Save" so the report is not saved to Cognos. 

5. Check the "Save to the file system" box.

6. Click on the "Edit the options..." link.

 Screenshot of Classic View

7. Check the "Use the report name button" if you want to use the existing Report Name as the new file name or choose a name your prefer in "Specify a file name". 

8. Click on the drop down arrow and locate the authorized windows share drive location you want this output to be saved. If you do not see any locations, you do not have permission. Contact the Data team for assistance setting this up. 

9.Do not use the bottom 2 "Conflict resolution" that begin with "Make the file names unique..." as these options currently do not work. 

10. Select OK

screenshot of classic view, naming and selecting file output location

11. Notice the report name you have provided and the windows share drive location. Click "Run".

screenshot of confirming share drive location and selecting run

After the report finishes in Cognos, there is a job running on the Cognos server that moves the report output to the specified windows share drive location. This process runs every 15 minutes after the top of the hour.

This sample report output was written to \\admin2\Cognos\DEVL\Audit\Banner_Audit_Reports. The sample report output file is named Report_Errors-en-us.mht on the windows share drive. 

The output format requested by this run was to HTML format. This file has a suffix of 'mht' which can be opened in your browser. Alternatively the report output could have been saved to PDF or Excel format.




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