Report Distribution Set-up Steps

The report distribution tool enables you to define groups and associate account keys with those groups so reports may be delivered via email with a pre-defined set of selection criteria.  The basic steps for setting all of this up are:

1. Specify Default Folder for Group folders to be placed. This is the location on the Cognos BI folder where your groups' report views will be placed.

2. Define groups:

  •      Assign people to groups
  •      Assign report selection critera to groups (e.g. Account Keys)

3. Creat Jobs:

  •     Assign Groups to Jobs
  •     Assign reports to Jobs