Getting started: Report author

The report author creates and customizes reports and dashboards for the organization. These steps can you get you started as a report author.
About this task
  1. Understand Rational® Insight sample reports and dashboards
    1. Run and view sample reports and dashboards
  2. Customize sample reports
    1. Copy sample reports
    2. Modify sample reports
    3. Validate and save the new report
    4. Share the new report
  3. Customize sample dashboards
    1. Copy sample dashboard
    2. Add or delete reports in the dashboard
    3. Validate and save the new dashboard
    4. Add alerts
    5. Share the new dashboard
  4. Create and manage reports and dashboards
    1. Create reports
    2. Create or customize report templates
    3. Create drill up and drill down reports
    4. Create dashboards
    5. Export reports and dashboards
    6. Set up workspace and create folders
  5. Create dashboards
    1. Create reports
    2. Create or customize report templates
    3. Validate and save a report
What to do next
Cognos® components that will help you complete these tasks:

To complete these tasks successfully you need to work with the data modeler to understand what the model elements represent and request any changes in the model.

Note: The links to the Cognos documents will not resolve if you are viewing them outside of Rational Insight such as on the ibm.com® site.

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