Setting advanced report options for the current run

You can specify advanced run options for a report for the current run.

The advanced run options for a report include the following:

The report runs in the background if you run the report later. For this type of run select multiple report formats or languages, select to save, print or email the report, send the report to your mobile device, or burst the report. If you set your preferences to show a summary of the run options Personalize the Portal, the summary appears whenever the report is not run interactively. When done, the output versions button appears next to the report on the Actions toolbar.

Tip: Click the output versions button Output versions icon to view the selected formats. For more information, see Viewing report output versions.

Default options are set by the report author. You can change default run options for reports Set Default Report Options.

If you choose to save, print, or send the report by email, you can choose multiple formats. If you choose to run the report later, the delivery option is automatically changed to save. For more information on saving report output, see Save Report Output.

You must have execute permissions for the report you are attempting to run. You must have read and traverse permissions for the folder that contains the report. You need the appropriate permissions to set advanced run options.

To run reports in the delimited text (CSV), PDF, Microsoft Excel spreadsheet (XLS), or XML output formats, you require the generate output capability for the specific format. For more information, see Report formats.

Procedure

  1. In IBM Cognos Connection, for the report that you want to run, click the Run with options button Run with options icon on the Actions toolbar.
  2. Click Advanced options.
  3. Under Time and mode, click Run in the background, and then click Now or Later. If you specify Later, set a date and time for the report to run.
  4. Under Format, click the formats you want for the report output.
  5. Under Accessibility, select Enable accessibility support to create accessible report output.
  6. If you want to select a different or additional languages for the report, under Languages, click Select the languages and use the arrow keys to move the available languages to the Selected languages box and click OK.
    Tip: To select multiple languages, use the Ctrl key or use the Shift key.
  7. Under Delivery, choose the delivery method that you want:
    • If you schedule a report for a future time, select multiple formats or languages, or burst the report. You cannot view the report now. Select one of the other delivery methods.
    • If you choose to print, click Select a printer. Click the button next to the printer you want to use and click OK. Or, if the printer is not listed, you can type the printer information.
    • If you choose to save using report view, you can change the name or destination folder of the report view. Click Edit the save as options, make the changes and click OK.
    • If you choose to email the report, proceed to the next step.
    • If you choose to send the report to your mobile device, enter your Mobile device ID.
  8. If you select Send the report by email, click Edit the email options and set the following options:
    • To display the blind copy field, click Show Bcc.
    • To choose IBM Cognos Business Intelligence recipients, click Select the recipients. Select the check box for the names you want to include, and click To, Cc (copy), or Bcc (blind copy). The entries that you select are listed under Selected entries.
      Tip: To remove names from Selected entries, select the check box for a name and click Remove. To select all entries in the list, select the check box for the list.To search, click Search. In the Search string box, type the phrase you want to search for. For advanced search features, click Edit. For more information, see Searching for entries using name, description, and name or description.

      When you are done, click OK.

    • To send the email to other recipients, in the To:, Cc, or Bcc boxes, type the email addresses separated by semicolons (;).
      Tip: If you logged on, your name automatically appears in the To list box.
    • Under Subject, type the subject of the email.
    • Under Body, type a message to be included in the email.

      By default, the body of the email is in HTML format, which provides advanced editing features such as font type and size, text color, text formatting and justification, numbers and bullets, indentation, and tables. To use plain text, click Change to plain text.

      Important: To insert HTML format from an external source, you must view the text in a Web browser, and then copy and paste the rendered HTML into the e-mail body. If HTML text is manually typed in the body of the e-mail, the markup is treated as plain text. For security reasons, the email options dialog box accepts a limited set of HTML elements and attributes. If your pasted HTML is not accepted by the validation schema you might receive the following error message: The "VALIDATE" transform instruction could not validate the given XML content.
    • To include a hyperlink to the report, select the Include a link to the report check box. To include the report as an attachment, select the Attach the report check box.
    • Click OK.
  9. Under Bursting, select the Burst the report check box to specify whether the report should be bursted. This option is available only if the report author defined burst options for the report in IBM Cognos Report Studio.

    If needed, you can change any of the following options that control the internal execution of burst reports on the server.

    • Run in parallel

      The burst reports are broken into segments and the different report segments are executed in a series of parallel processes. This type of processing uses a larger percentage of the system capacity and the burst report outputs are produced much faster. By default, this way of bursting reports is enabled and represented by the value of Default. If you set this property to Disabled, burst reports run sequentially in one process, which takes more time.

    • Use query prefetching

      This option applies to dynamic query mode only. When this option is enabled, the dynamic query mode packages can prefetch burst report queries when the burst report outputs are rendered. As a result, the burst report outputs are produced much faster because the queries run in parallel with the report rendering. By default, this way of bursting reports is disabled and represented by the value of Default.

    • Maximum key limit

      Represents a positive integer that specifies the maximum number of burst keys for each distributed report segment. Depending on the data source type, it might be necessary to set this limit so that complex SQL clauses cannot be generated. The default is 1000. The value of 0 allows for unlimited number of keys. This option is used only when the Run in parallel option is enabled.

    Tip: If a burst report contains a drill-through link to another report and the report is distributed by email, select the Include a link to the report check box in step 8. Otherwise, if you include the report in the body of the email, the drill-through links in the burst report will not work.
  10. If you want to be prompted for values to filter the data in the report, under Prompt Values, select the Prompt for values check box.

    If you run the report later, the prompt values you provide are saved and used when the report runs.

    Tip: You are prompted for values only if the report specification or model includes prompts or if you have access to multiple data source connections or signons, even if the Prompt for values check box is selected.
  11. Click Run.
Parent topic: Reports and Cubes