Hi Cognos experts!

I'm not sure how to solve the requirement I have in Cognos 11.1.7 : user requests report based on their filters from the dashboard, but report is not to be displayed or shown to them on screen - it must be written to a file system instead.

I have read about bursting a report to a file system, and looked at event studio with triggers etc. What is best solution to allow the user to confirm their report request, and then just create report at either a later time, or send to file system. 

It's the 3rd step below I need recommended method/approach:
1. I created a dashboard that drills down to a report that contains all the parameters that the user selected in dashboard. This is a 'request report'.
2. user confirms that this is the data they are interested in
3. The report is to be created but not displayed back to the user. The report should be created on a file system, preferably a csv, so I can later remove any duplicate results from other users.





------------------------------
Mary Kemp
------------------------------

#CognosAnalyticswithWatson

Hi Mary,
first you need (your admin) to set up export locations in Cognos Administration so the report can be saved there. The root folder is set up in Cognos Configuration which has to be done by the system admin as well.

Afterwards when running a report you can choose the file location in Cognos directly.


I assume your environment is on-premise and not in the cloud, right? Depending on how you'd like the report to be run there can be more ways in achieving your requirement.

------------------------------
Robert Dostal
Team Leader BI
GEMÜ
Ingelfingen
------------------------------

Original Message:
Sent: Thu January 13, 2022 10:05 AM
From: Mary Kemp
Subject: How to Run report and write report to file system, but not display on screen

Hi Cognos experts!

I'm not sure how to solve the requirement I have in Cognos 11.1.7 : user requests report based on their filters from the dashboard, but report is not to be displayed or shown to them on screen - it must be written to a file system instead.

I have read about bursting a report to a file system, and looked at event studio with triggers etc. What is best solution to allow the user to confirm their report request, and then just create report at either a later time, or send to file system. 

It's the 3rd step below I need recommended method/approach:
1. I created a dashboard that drills down to a report that contains all the parameters that the user selected in dashboard. This is a 'request report'.
2. user confirms that this is the data they are interested in
3. The report is to be created but not displayed back to the user. The report should be created on a file system, preferably a csv, so I can later remove any duplicate results from other users.





------------------------------
Mary Kemp
------------------------------

#CognosAnalyticswithWatson

Hi Robert, 

Thank you for your detailed response. You are correct that it is premise, and not cloud.
I have put in a request to set up export locations, and hopefully I can try this approach.

The most important part is for the user to request on the dashboard the 'referral report' based on their filtered criteria, and for the report to be generated and sent to a file location daily. The user cannot see their report on-screen, merely a request. This is a security measure. We will drop them the report file at a secure location, daily.

'Depending on how you'd like the report to be run there can be more ways in achieving your requirement.' Can you elaborate on other methods?



Thanks again for this help.

------------------------------
Mary Kemp
------------------------------

Original Message:
Sent: Thu January 13, 2022 10:51 AM
From: Robert Dostal
Subject: How to Run report and write report to file system, but not display on screen

Hi Mary,
first you need (your admin) to set up export locations in Cognos Administration so the report can be saved there. The root folder is set up in Cognos Configuration which has to be done by the system admin as well.

Afterwards when running a report you can choose the file location in Cognos directly.


I assume your environment is on-premise and not in the cloud, right? Depending on how you'd like the report to be run there can be more ways in achieving your requirement.

------------------------------
Robert Dostal
Team Leader BI
GEMÜ
Ingelfingen

Original Message:
Sent: Thu January 13, 2022 10:05 AM
From: Mary Kemp
Subject: How to Run report and write report to file system, but not display on screen

Hi Cognos experts!

I'm not sure how to solve the requirement I have in Cognos 11.1.7 : user requests report based on their filters from the dashboard, but report is not to be displayed or shown to them on screen - it must be written to a file system instead.

I have read about bursting a report to a file system, and looked at event studio with triggers etc. What is best solution to allow the user to confirm their report request, and then just create report at either a later time, or send to file system. 

It's the 3rd step below I need recommended method/approach:
1. I created a dashboard that drills down to a report that contains all the parameters that the user selected in dashboard. This is a 'request report'.
2. user confirms that this is the data they are interested in
3. The report is to be created but not displayed back to the user. The report should be created on a file system, preferably a csv, so I can later remove any duplicate results from other users.





------------------------------
Mary Kemp
------------------------------
#CognosAnalyticswithWatson

Hi Mary,

I wrote it that way as I don't know any out-of-the-box solution for your requirement. If you setup a drill-through from a dashboard to a report the target report will be executed immediately. The parameters will not be stored for later execution. Maybe an expert for the Cognos REST-api can write code that creates a new report view with the parameter values and later someone has to run the report manually into the file system?

My solution would be a stored procedure in the underlying database that is used by a report. This request report will get the parameter values from the source (dashboard) and shows them the user for confirmation. Then the user can push a button and this one will trigger the STP to write those values into a control table in the database. Later, a (bursting) report takes that table information to run the export report and stores it on the file system as desired.

Is that something that could help you?

------------------------------
Robert Dostal
Team Leader BI
GEMÜ
Ingelfingen
------------------------------

Original Message:
Sent: Fri January 14, 2022 10:50 AM
From: Mary Kemp
Subject: How to Run report and write report to file system, but not display on screen

Hi Robert, 

Thank you for your detailed response. You are correct that it is premise, and not cloud.
I have put in a request to set up export locations, and hopefully I can try this approach.

The most important part is for the user to request on the dashboard the 'referral report' based on their filtered criteria, and for the report to be generated and sent to a file location daily. The user cannot see their report on-screen, merely a request. This is a security measure. We will drop them the report file at a secure location, daily.

'Depending on how you'd like the report to be run there can be more ways in achieving your requirement.' Can you elaborate on other methods?



Thanks again for this help.

------------------------------
Mary Kemp

Original Message:
Sent: Thu January 13, 2022 10:51 AM
From: Robert Dostal
Subject: How to Run report and write report to file system, but not display on screen

Hi Mary,
first you need (your admin) to set up export locations in Cognos Administration so the report can be saved there. The root folder is set up in Cognos Configuration which has to be done by the system admin as well.

Afterwards when running a report you can choose the file location in Cognos directly.


I assume your environment is on-premise and not in the cloud, right? Depending on how you'd like the report to be run there can be more ways in achieving your requirement.

------------------------------
Robert Dostal
Team Leader BI
GEMÜ
Ingelfingen

Original Message:
Sent: Thu January 13, 2022 10:05 AM
From: Mary Kemp
Subject: How to Run report and write report to file system, but not display on screen

Hi Cognos experts!

I'm not sure how to solve the requirement I have in Cognos 11.1.7 : user requests report based on their filters from the dashboard, but report is not to be displayed or shown to them on screen - it must be written to a file system instead.

I have read about bursting a report to a file system, and looked at event studio with triggers etc. What is best solution to allow the user to confirm their report request, and then just create report at either a later time, or send to file system. 

It's the 3rd step below I need recommended method/approach:
1. I created a dashboard that drills down to a report that contains all the parameters that the user selected in dashboard. This is a 'request report'.
2. user confirms that this is the data they are interested in
3. The report is to be created but not displayed back to the user. The report should be created on a file system, preferably a csv, so I can later remove any duplicate results from other users.





------------------------------
Mary Kemp
------------------------------
#CognosAnalyticswithWatson

Thanks Robert, 

This definitely helps. The stored procedure design seems to be the available option for this requirement.


------------------------------
Mary Kemp
------------------------------

Original Message:
Sent: Mon January 17, 2022 08:39 AM
From: Robert Dostal
Subject: How to Run report and write report to file system, but not display on screen

Hi Mary,

I wrote it that way as I don't know any out-of-the-box solution for your requirement. If you setup a drill-through from a dashboard to a report the target report will be executed immediately. The parameters will not be stored for later execution. Maybe an expert for the Cognos REST-api can write code that creates a new report view with the parameter values and later someone has to run the report manually into the file system?

My solution would be a stored procedure in the underlying database that is used by a report. This request report will get the parameter values from the source (dashboard) and shows them the user for confirmation. Then the user can push a button and this one will trigger the STP to write those values into a control table in the database. Later, a (bursting) report takes that table information to run the export report and stores it on the file system as desired.

Is that something that could help you?

------------------------------
Robert Dostal
Team Leader BI
GEMÜ
Ingelfingen

Original Message:
Sent: Fri January 14, 2022 10:50 AM
From: Mary Kemp
Subject: How to Run report and write report to file system, but not display on screen

Hi Robert, 

Thank you for your detailed response. You are correct that it is premise, and not cloud.
I have put in a request to set up export locations, and hopefully I can try this approach.

The most important part is for the user to request on the dashboard the 'referral report' based on their filtered criteria, and for the report to be generated and sent to a file location daily. The user cannot see their report on-screen, merely a request. This is a security measure. We will drop them the report file at a secure location, daily.

'Depending on how you'd like the report to be run there can be more ways in achieving your requirement.' Can you elaborate on other methods?



Thanks again for this help.

------------------------------
Mary Kemp

Original Message:
Sent: Thu January 13, 2022 10:51 AM
From: Robert Dostal
Subject: How to Run report and write report to file system, but not display on screen

Hi Mary,
first you need (your admin) to set up export locations in Cognos Administration so the report can be saved there. The root folder is set up in Cognos Configuration which has to be done by the system admin as well.

Afterwards when running a report you can choose the file location in Cognos directly.


I assume your environment is on-premise and not in the cloud, right? Depending on how you'd like the report to be run there can be more ways in achieving your requirement.

------------------------------
Robert Dostal
Team Leader BI
GEMÜ
Ingelfingen

Original Message:
Sent: Thu January 13, 2022 10:05 AM
From: Mary Kemp
Subject: How to Run report and write report to file system, but not display on screen

Hi Cognos experts!

I'm not sure how to solve the requirement I have in Cognos 11.1.7 : user requests report based on their filters from the dashboard, but report is not to be displayed or shown to them on screen - it must be written to a file system instead.

I have read about bursting a report to a file system, and looked at event studio with triggers etc. What is best solution to allow the user to confirm their report request, and then just create report at either a later time, or send to file system. 

It's the 3rd step below I need recommended method/approach:
1. I created a dashboard that drills down to a report that contains all the parameters that the user selected in dashboard. This is a 'request report'.
2. user confirms that this is the data they are interested in
3. The report is to be created but not displayed back to the user. The report should be created on a file system, preferably a csv, so I can later remove any duplicate results from other users.





------------------------------
Mary Kemp
------------------------------
#CognosAnalyticswithWatson