Cognos Introduction

Beginners

This course is currently being offered virtually, see https://www.training.cam.ac.uk/fin/course/CogIntro for details

Cognos is a reporting tool that utilises data from CUFS to provide users with additional reports and options. This introductory course is designed for new reporters - covering everything from running a report successfully as well as a number of useful tips and shortcuts.

Note: This course is mandatory in order to attend either of the following two courses below.

• GL Part 2: Reporting in the General Ledger
• Grants Part 2: Grant reports in Cognos

What this introductory course does not do is go through in detail the outputs of each individual report. Report outputs are explained in further detail in the courses above.

• Users of the Grants and/or General Ledger modules in CUFS who would like to access the improved functionality in Cognos

• Users who wish to attend/booked for either:

GL Part 2: Reporting in the General Ledger

Grants Part 2: Grant reports in Cognos

Your booking will remain 'provisional' until the following prerequisites have been completed:

• Completed the online Cognos Access Request form, URL: https://ufs.admin.cam.ac.uk/ufs-and-cognos-user-registration-amendments

You will need to know whether you require access to the Grants, General Ledger folder or both for your department. Please liaise with your department Key Contact/Line Manager to ensure you complete the form correctly. If you require access to more than one department, all the departments within the school, or across schools, this must be clearly indicated on the form. You also need to know whether or not you will need to receive 'burst reports in your school/department. These are reports that are automatically generated and emailed to you regularly. If you are a Principal Investigator (PI), you will need your payroll number. The form also allows you to indicate whether you are a member of ROO or Central Finance.

Your booking will be approved as soon as your Cognos access has been setup.

• 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
• To give you the foundational knowledge for our other Cognos-related courses

Demonstrations and practicals.

2 hours

At least one session will be offered before the GL and Grants reporting courses. (Typically once every two months.)