Cognos Reports Logging In/Navigation

Cognos Reports Logging In/Navigation

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Title: How to Navigate Cognos

Purpose: Reports from Axapta are accessed through use of the Cognos tool. Scope: The Cognos BI application is a web-based solution that can be accessed from any Internet

Explorer browser (Zurn Apps, desktop or laptop, home PC). If you have a desktop or laptop machine, access Cognos 10 using the Internet Explorer browser on that machine. If you are working from a WYSE unit (terminal server) access Cognos from the Internet Explorer browser in Zurn Apps.

Effective Date: 6/6/2013

Note: Depending on your machine setup, the version of the Internet Explorer browser, Internet option settings and other variables your experience getting into the Cognos 10 application may be different than the example here. Guidelines for accessing IBM Cognos BI:

1. Launch the Internet Explorer browser. Insert the following URL into the Internet Explorer

address bar https://cbi.zurn.com/cognos (save this address in FAVORITES on the web browser)

and press Enter. The system will prompt the log on screen.

Note: Your Zurn network account must be enabled to get access to the IBM Cognos BI solution. Once the webpage loads you will be asked to Log on:

2. Enter Zurn User ID and Password

If the “Log on” popup window is redisplayed with a message that the provided credentials are invalid type your network logon name and password again. If you still don’t successfully connect contact Ben Adcock ([email protected]) or Nathan Kimble ([email protected]).

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https://cbi.zurn.com/cognos

mailto:[email protected]

mailto:[email protected]


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Guidelines for navigating in IBM Cognos BI: If you have successfully connected to Cognos you will likely see one of two screens. If you see a screen similar to the screen snapshot below you are on the Cognos Welcome Page. If this screen appears the suggested action is to verify the “Show this page in the future” option is not selected (no check in the box) and click the “My home” option. Continue with the instructions below.

You should now be at the IBM Cognos Connection screen (see sample snapshot below). If you are not at a screen similar to the sample go to the instructions at the end of this section. There may have been several screens that flashed by before the IBM Cognos Connection screen was displayed. This is normal and they can be ignored. Also, there may be blank screens displayed in addition to the desired IBM Cognos Connection screen. If this happens the blank screens can be closed. The snapshot below is an example of the IBM Cognos Connection screen. Click the Rep reports folder.

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The snapshot below is an example of the Rep reports.

Logging Off When you are ready to Log Off the Cognos system, you will need to select the drop-down option to the right of your user name (partial screen snapshot below). That will allow you to select the Log Off option and end your Cognos session.

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Cognos Reports Maintaining Internet Explorer Settings

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Title: How to Maintain Internet Explorer Settings

Purpose: Several issues have been identified in Cognos 10 BI that can be resolved by maintaining the Internet Explorer settings. The following guidelines walk users through steps to maintain Intranet Options for the issues resolved to-date.

Scope: This maintenance can be performed within the Cognos 10 BI application or in any Internet Explorer session. There may be minor differences in the following screen snapshots depending on software version, user preferences and user permissions .


NOTE: At this point in time the only Internet browser supported by Zurn for use with the Cognos 10 BI solution is Microsoft Internet Explorer (any version). The use of any other browser is not supported by Zurn I.T. at this time.

Issues resolved with the following steps include:

The Run / Run Report (Excel any) and Run Report (CSV) options don’t create desired output file.

The Run of a Report only produces a Blank Internet Explorer window.

Internet Options maintenance Guidelines:

First you’ll need to determine which version of the Internet browser you are using and follow the appropriate instructions for that version. If you don’t know which version of the browser you are using you’ll need to locate the Help / About Internet Explorer function. The following snapshots show you how to do this in two versions of the browser. There may be minor differences in the following screen snapshots depending on software version, user preferences and user permissions. If you need assistance please contact the Zurn I.T. department.

The following partial screen snapshot shows the upper right corner of a typical Internet Explorer 7 screen. If your screen doesn’t look like this, go to the next example.

From the toolbar select the “Help” command followed by the “About Internet Explorer” option. In the window that is displayed note the version value and use that value to determine which guidelines you follow below.

If the “Help” command isn’t shown select the double-right-arrow ( ) at the end of the toolbar. A window will open and the “Help” command should be accessible from there.

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The following partial screen snapshot shows the upper right corner of a typical Internet Explorer 9 screen. Again, depending on which display options (menu bar or command bar) you have selected your screen may appear different.

From the toolbar select the “Tools” command (or from the menu bar select the “Help” command) followed by the “About Internet Explorer” option. In the window that is displayed note the version value and use that value to determine which guidelines you follow below.

If the version of the Internet Explorer is 7.x or less use the following guidelines – “Maintaining Internet Explorer 7.x Internet Options”.

If the version of the Internet Explorer is 8 or 9 go to the guidelines for – “Maintaining Internet Explorer 8 and 9 Internet Options”.

If the version of the Internet Explorer is 10 go to the guidelines for – “Maintaining Internet Explorer 10 Internet Options”.

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Internet Explorer 7.x Internet Options:

From the IBM Cognos Connection screen select the dropdown option for Tools and select the Internet Options at the bottom of the list.

The Internet Options screen will be displayed.

First select the Security tab. Second select the Trusted Sites option. Third select the Sites option.

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The following Trusted Sites screen will be displayed. Select the Add option.

NOTE: You may already have other websites listed. Do not remove any other websites from the list. The desired result from this maintenance step is to add https://cbi.zurn.com in the websites list.

The following screen should be displayed. Select the Close option to return to the Internet Options screen.

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https://cbi.zurn.com/


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The following Internet Options screen will be displayed. Select the Custom level… option on the screen.

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The following Security Settings – Trusted Sites Zone screen will be displayed. Scroll down through the settings until you reach the Downloads section. Verify that “Automatic prompting for file downloads”, “File download” and “Font Download” are all set to Enable.

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Continue scrolling through the settings on the Security Settings – Trusted Sites Zone until you reach the User Authentication / Logon sections. Verify that “Automatic logon with current user name and password” is selected.

After completing required changes select the OK button. On the Internet Options screen select the OK button.

Go to the guidelines Completing Maintenance Changes to finish the changes.

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Maintaining Internet Explorer 8 and 9 Internet Options:

From the IBM Cognos Connection screen select the “Tools” ( ) command from the toolbar OR select the “Tools” option from the menu bar. Either approach should open a dropdown window that includes the “Internet Options” at or near the bottom of the list of options. Select the “Internet Options” option.

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The Internet Options screen will be displayed. First select the Security tab. Second select the Trusted Sites option. Third select the Sites option.

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The following Trusted Sites screen will be displayed. Select the Add option.

NOTE: You may already have other websites listed. Do not remove any other websites from the list. The desired result from this maintenance step is to add https://cbi.zurn.com in the websites list.

The following screen should be displayed. Select the Close option to return to the Internet Options screen.

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https://cbi.zurn.com/


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The following Internet Options screen will be displayed. Select the Custom level… option on the screen.

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The following Security Settings – Trusted Sites Zone screen will be displayed. Scroll down through the settings until you reach the Downloads section. Verify that “File download” and “Font Download” are set to Enable.

NOTE: Internet Explorer 8 file download results are stored, viewed and maintained in the View Downloads function. View Downloads function can be accessed from the “Tools” function on the menu bar or the toolbar. You may need to ensure automatic prompting for file downloads is enabled. Do this by going to Tools, Internet Options and the Security tab. Select Trusted Sites and then Custom Level. Next scroll down to “Automatic prompting for file downloads” and be sure it is set to Enabled.

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Continue scrolling through the settings on the Security Settings – Trusted Sites Zone until you reach the User Authentication / Logon sections. Verify that “Automatic logon with current user name and password” is selected.

After completing required changes select the OK button. On the Internet Options screen select the OK button.

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Maintaining Internet Explorer 10 Internet Options:

From the IBM Cognos Connection screen, within Internet Explorer 10 select Tools from the menu bar. If the menu bar is not available, right click on the top toolbar of Internet Explorer and select Menu Bar. Now Tools should be an available menu at the top of your Internet Explorer.

Select Tools and click Compatibility View Settings.

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The following Compatibility View Settings window will be displayed. Put a check in the box for “Display all websites in Compatibility View”.

Select Close to exit.

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Completing Maintenance Changes:

It is suggested that you close your Internet Explorer session and come back in before continuing in the Cognos 10 BI solution.

If you have any problems completing these steps contact the Zurn I.T. department for assistance. If you have suggestions for improving these guidelines please pass that information onto the I.T. department.

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Cognos Reports Run Cognos with Options

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Title: How to Run Cognos with Advanced Options.

Purpose: The BI team is suggesting that anyone running reports that take longer than 5 minutes to

complete should use the Run with options action to run reports.

Scope:


1. In Cognos Connection navigate to the report you want to run.

2. To the far right locate the Run with options icon ( ) and select it.

The Run with options screen is displayed.

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3. In the top right corner of the Run with options screen select the advanced options.

The Run with advanced options screen is displayed. In the Time and mode section at the top of the screen

select the Run in the background option.

The following screen is displayed.

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4. In the Options and Delivery portion of the Run with advanced options screen set the output versions

and the delivery method for the report output.

In the Formats check the PDF and/or the Excel 2007 option(s) depending on what report output formats you want. Uncheck the HTML option unless the format is required.

5. In the Delivery portion uncheck the Save the report option and check the Send the report by email option.

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6. Next, select the Edit the options to set where the report will be emailed to. This option is located to the right of the Send the report by email option. The following screen is displayed. In the To: or Cc: enter the email address of the individual(s) that the report results should be sent to. Separate multiple email address with a semicolon (;). Verify that the Attach the report option is checked. The Subject and Body can be changed as required. Complete the setup by selecting the OK button.

On the Run with advanced options screen in the Prompt values portion check the Prompt for values and select the Run button.

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The prompt screen for the report being run will be displayed. Respond to the prompts and select the Finish or

Run button.

A screen similar to the one below will be displayed. Review the output options and prompt responses. If all

parameters are correct select the OK button to run the report.

If changes are required to the output options or prompt responses select the Cancel button and restart the

process.

You will be returned to the Cognos Connection screen where you started. The results will be returned to

you by email when the report completes.

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Cognos Reports Incomplete Order Report

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Rev061013

Title: How to Run the Incomplete Orders Report

Purpose: This report will provide a copy of the orders that are incomplete in Axapta for your sales group

or warehouse. This is equivalent to an open order report.

Scope: This will allow a quick turnaround for order clean up and should be run as often as possible to

limit the number of orders that make up this list.


1. Access your Cognos network account.

2. The system will display the Cognos home page. Click on the folder titled “Rep Reports”.

3. Click on the Incomplete Orders link.

4. The system will display the prompts (selection criteria or parameters) for the report, as shown below.

These prompts are mandatory. Descriptions of each to follow on the next page.

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Select Location(s): This is the Ship From warehouse.

Highlight location(s) that you want to search by. To search for orders in multiple

warehouses,

hold the CTRL button while you click the locations needed.

Rep security will only allow you to view the lines open in your warehouse/s.

Select Status: This is the status of the sales order line.

Note: Open, PkTkt, OnOrd, PkReg and PhyRes are recommended as these are all considered “open”

in Axapta.

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Select Product Line(s): this is the desired product line/s.

Use Date: This is the desired date.

Requested Ship Date: this is the customer want date

Confirmed Ship Date: this date is based upon delivery lead times by business, service center and REP.

Note: Confirmed Ship date is recommended as this is what Zurn uses to measure delinquency.

Date Filtering Method: Select Choose by Dates

Date Range: this is the desired date range that you’d like to use for the report.

Begin Date: The previous year’s date is recommended.

End Date: The previous day’s date is recommended.

Ex: If you want to filter by confirmed ship date and the date range of 6/3/2012 to 6/2/2012, the

report will return any incomplete orders that have a confirmed ship date within the last year.

Any line with an end date older then day is considered delinquent.

Sort By: Report defaults by date. Use the drop down menu to change the sort by.

5. To view by Sales Group, continue to Step # 6. Select Finish to view what’s open in your warehouse/s.

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Rev061013

Sales Group: You can select to filter the report

by one or more sales groups within your security

permissions. To search for orders in multiple sales

groups, hold the CTRL button while you click the

groups needed.

Rep Security will only allow you

to view what is open for your

Sales Office/s in other locations.

Disregard the other options, these do not affect

the rep users.

6. Select the Finish button at the bottom of the screen. The system will indicate that the report is

running. This step can take a few seconds to several minutes.

7. The report will be displayed as shown on the next page.

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Rev061013

For reports longer than one page, you can scroll through the report using the Page up and Page down

arrows in the bottom left hand portion of the screen.

8. If you want to run the report again using different criteria, you can click the blue arrow in the upper

right hand corner of the screen.

Note - Refer to the following documentation/link to save or print the report:

How to Export a Report to PDF Format

How to Export a Report into Excel

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Cognos Reports Open or Invoiced Lines where Net = List, Net = $0, or List = $0

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Title: How to Run the Open or Invoiced Lines where Net = List, Net = $0, or List = $0 (AX09) [with

delivered status] Report

Purpose: This report will provide a copy of the lines where pricing is potentially wrong (Net = List, Net =

$0, or List = $0).

Scope: Running this report frequently (at least once a day at the end of the day), will reduce pricing

errors that make it through the nightly invoicing run.




3. Click on the Open or Invoiced Lines where Net = List, Net = $0, or List = $0 (AX09) [with delivered status]

link.


5. All of the prompts are mandatory. You must select at least one option for each of the criteria prompts.

Descriptions of each to follow on the next page.

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Sales Rep: you can select to filter the report by one or more sales groups within your security permissions.

Product Line: Choose the Product Lines that you want to view. You may select more than one option if

desired.

List Price Selection: Select the List Price Selection criteria, which will show the lines that meet the

associated filter. You can only select one option each time the report is run.

Net Sales = List Price: This will show lines where the unit price on the line is equal to the list price

of the item on the item master. This should be reviewed in AX and changed as necessary.

List Price = $0: This will show lines where the no list price is found for the line item. This will

occur for MO items or configured items. All other items that show on this list need reviewed

within AX.

Net Price =$0: This will show lines where the unit price on the lines is equal to $0. This should

be reviewed and changed as necessary. If this is supposed to be the price of the item, please

add a note within AX to that line.

Line Status: Choose the Line Status of the lines you’d like to view. You can only choose one option at a

time, so if you need to view multiple statuses, you should choose the option for “All”.

Note: Delivered is recommended as that status will be picked up for invoicing the same day.

Start Date: Choose the Start Date for the lines you want to view on the report.

End Date: Choose the End Date for the lines you want to view on the report.

6. Once you have completed all of the prompts, press the Finish button at the bottom of the screen. The

system will indicate that the report is running. This step can take a few seconds to several minutes.

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7. The report will be displayed as shown below.

For reports longer than one page, you can scroll through the report using the Page up and Page down

arrows in the bottom left hand portion of the screen.



Note - Refer to the following documentation to save or print the report:



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Title: How to Run the Order Visibility Report

Purpose: This report will enable you to view the status of customer sold orders that are

shipping or have shipped from other Zurn locations.

Scope: This procedure will encompassses all Zurn product lines and shipping locations

within the Axapta system.



2. The system will display the Cognos home page. Click on the folder titled “Rep Reports” to open

the Zurn Rep Reports page.

3. Click on the Order Status w Shipment Info link. The system will display the prompts (selection

criteria, or parameters) for the report as shown below.

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4. Here is a listing of the report prompts, and an explanation of how to complete each field.

Select Report Output Page Choose if you’d prefer to view the detailed order with or

without tracking information (without will enhance system performance.).

Warehouse This is a field of WHERE THE ORDER SHIPPED FORM. Choose an individual

warehouse to view or “Select All” to show all warehouses that the order may have

shipped from. * If no selection is desired, this can be left blank.

Product Line Choose a specific product line (210, 220, etc.) to view an individual line or

“Select All” to show multiple lines that may be on an order. * If no selection is desired,

this can be left blank. * Hold down the Control key to select two or more product lines.

Use Ship Date This field defaults to No, meaning that the report will include orders

matching all other selection criteria without regard to ship date. If you want to limit the

beginning date, ending date, or both dates, first check yes. Select the drop down menu

to prompt the calendar menu. This is a mandatory field if yes is selected. * Information

prior to 11/28/11 will not be returned in this report unless the order remains open.

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Optional Prompts

o Sales Order Range This is the Axapta Sales Order Number. Enter the beginning

and ending sales order numbers to be reported, or leave either one of both of

these fields blank.

o Customer Number Range Enter the beginning and ending numbers of the

customers to be reported, or leave either or both of these fields blank.

o Customer PO# If you’re looking for an order number related to a particular

customer PO, enter all of part of the PO number in the Search field; otherwise,

leave the field . *Search can be used for multiple PO numbers.

o Contractor ID If you’re looking for an order related to a particular contractor ID,

enter all or part of the Contractor ID in the Search field; otherwise, leave the

field blank. *Search can be done for multiple Contractor ID’s.

o Order Types [default is all] These are default fields which will show the status

from Axapta. Users have the option to select the Order Type. * Hold down the

Control key to select two or more order types.

o ZPPG Order # If you’re looking for an order related to a particular ZPPG order

number, enter all or part of the value in the Search field; otherwise, leave the

field blank. *Search can be done for multiple ZPPG orders.

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o Line Status [default is all] These are the default fields which will show the line

status from Axapta. Users have the option to select the Line Status. * Hold

down the Control key to select two or more order types.

How to Search by Customer PO#:

5. Enter all or part of the PO number in the Keywords: field.

Note: to narrow your search, select the Options from the drop down menu.

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6. Click Search.

The search will be populated in the Results: field.

7. Click on the desired Customer PO# or Select all to view more then one.

8. Click Insert

Note: Repeat steps eight through 11 to search for multiple PO #’s.

The results will be populated in the Choice: field.

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9. Click Finish at the BOTTOM of the report. The system will indicate that the report is running.

This step can take a few seconds to several minutes.

Note: Repeat Steps One through Five to search by Contractor ID and ZPPG Order #.

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10. The report will be displayed as shown

For reports longer than on page, you can scroll through the report using the Page up and Page Down

arrows in the left hand bottom of the screen.

If you want to run the report again using different criteria, you can click the blue arrow in the upper right hand corner of the screen

Note - Refer to the following link/documentation to save or print the report:



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Cognos Reports Rep Stocked Item Availability

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Title: How to the Rep Stocked Item Availability Report

Purpose: This report will enable you to view the physical inventory and item coverage in Axapta

for your warehousel

Scope: This procedure will encompassses all Zurn product lines and shipping locations within

the Axapta system.





3. Click on the Rep Stocked Item Availabilty link. The system will display the prompts (selection

criteria, or parameters) for the report as shown below.

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Here is a listing of the report prompts, and an explanation of how to complete each field.

Warehouse: This is a mandatory prompt and will default per the user’s warehouse

security.

Product Line: Choose a specific product line (210, 220, etc.) to view , this is a mandatory

field.

Optional Prompts

o Item ID: this can be used to view a single/multiple items

How to Search by Item ID:

1. Enter all or part of the Item in the Keywords: field.

Note: to narrow your search, select the Options from the drop down menu.

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2. Click Search.

The search will be populated in the Results: field.

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3. Click on the desired Item ID or Select all to view more then one.

4. Click Insert

The results will be populated in the Choice: field.



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The report will be displayed as shown

Use the Page up and Page Down arrows in the left hand bottom of the screen to scroll through reports

longer than one page.

Once you’re done working with the report, you can run it again using different criteria. To run the

report again, select the blue arrow in the upper right hand corner as shown below.




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Cognos Reports Stock Transfers Report

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Title: Stock Transfers Report

Purpose: This report will enable Axapta users to see all open stock transfer lines shipping into and out of your location/s as well as open lines that need to received into the user’s warehouse.

Scope: This procedure will encompassses all Zurn product lines and shipping locations within the Axapta system.





3. Click on the Stock Transfers link. The system will display the prompts (selection criteria, or

parameters) for the report as shown below.

4. Here is a listing of the report prompts, and an explanation of how to complete each field.

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Product Line

o This is a mandatory prompt . Hold the Control button down to select more then

one product line

Ship Date Range:

o Select To and From dates from the drop down menu.

o Optional Prompts

Order Status: This is the order status at the header.

o Created: the ship from warehouse has not dropped to the floor yet.

o Shipped: the ship from warehouse has posted the packing slip and the material

is on the way.

o Received: the ship to warehouse has received the material into their

warehouse.

From Warehouse: this is the shipping warehouse.

To Warehouse: this will default to your own unless there is more then one location per

company.

Line Status: This is the order status at the line.

o Created: the ship from warehouse has not dropped to the floor yet.

o Shipped: the ship from warehouse has posted the packing slip and the material

is on the way.

o Received: the ship to warehouse has received the material into their

warehouse.

Qty Status: the status of the line in regards to pick ticket, picked, packed, etc.

Transfer ID: to look up a specific stock transfer. This requires a transfer order number.

Production Group: #N/A

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6. The report will be displayed as shown

Use the Page up and Page Down arrows in the left hand bottom of the screen to scroll through reports

longer than one page.

7. If you want to run the report again using different criteria, you can click the blue arrow in the

upper right hand corner of the screen.

Note - Refer to the following link/documentation to save or print the report:



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Cognos Reports Rep Invoice Copies

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Title: How to Run the Invoice Copies for Reps Report

Purpose: This report will provide a copy of the invoices that are shipped from a specific rep location or for

a specific sales group.

Scope: This will replace that hardcopy invoices that are currently sent from the credit department.




3. Click on the Invoice Copies for Reps link.


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5. The first set of prompts is mandatory. You must fill in a date range for which to see the invoices.

a. If you do not want to fill in any other prompts and would like to view the report, press the finish

button directly under the date range prompt. If other prompts will be used, do not press any

button and continue with Step 6.

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6. The second set of prompts is optional. A description of each prompt is listed below.

Product Lines: Choose the product lines that you

want to see the lines for.

Sales Group: You can choose to only see invoices

for a specific sales group(s) in your security settings.

Exclude Credit Invoice Lines: This prompt allows

you to only see positive line amount that are not

associated with a credit.

Only Show Invoice Amts Greater Than: This will set

a threshold for invoice totals, and will only show

invoices that are greater than this total amount.

Invoice ID(s): If you are looking for a specific invoice

number, enter this and then press search. It will

show up in the Results box, and then you must

highlight it and press the insert button.

Sales Order(s): If you are looking for specific sales

order numbers, enter this and then press search. It

will show up in the Results box, and then you must

highlight it and press the insert button.

Invoice Account(s): If you are looking for specific

customer invoice account numbers, enter this and

then press search. It will show up in the Results

box, and then you must highlight it and press the

insert button.

7. To filter the report by Product Line, highlight the product lines that you want to see the invoices for. To

select more than one product line at a time, hold the CTRL key while clicking the appropriate product

lines. If no product lines are selected, it will automatically search for all product lines.

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8. To filter the report by Sales Group, you should click the sales group you want to see to highlight it. If

you’d like to see more than one sales group, you should press the CTRL key while clicking the sales

groups. If no sales group is specified, the report will run for all of the sales groups that are shown in the

prompt box.

9. To search for a specific Invoice ID, Sales Order, or Invoice Account go to the appropriate prompt screen.

Enter the appropriate search criteria and press the Search button.

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The criteria you entered should populate in the Results portion of the prompt screen. Highlight the

results you want to search for, and press the Insert button.

You will now see your search criteria in the Choice field.

10. Once you have completed all of the optional prompts, press the Finish button at the bottom of the

screen. The system will indicate that the report is running. This step can take a few seconds to several

minutes.

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11. The report will be displayed as shown below.

For reports longer than one page, you can scroll through the report using the Page up and Page down arrows in

the bottom left hand portion of the screen.






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Cognos Reports How to Export a Report into Excel Format

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Title: How to Export a Report into Excel Format

Purpose:

Scope:


At this point, the results will be displayed as shown below.

To export or print the report as an Excel file, select the “GLOBE” icon in the upper right hand corner of the

screen. Select the option to View in Excel Options.

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NOTES ____________________________________________________________________________________________________________________________________________________________________________________

Select the appropriate Excel Format.

The system will ask if you want to open or save the file.

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If you select “Open”, the system will display the file as it would appear in printed form.

If you select “Save,” the system will save file in an “Excel” format.

.

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Cognos Reports How to Export a Report into PDF Format

NOTES ____________________________________________________________________________________________________________________________________________________________________________________

Title: How to Export a Report into PDF Format

Purpose:

Scope:


At this point, the results will be displayed as shown below.

1. To print the report, select the “GLOBE” icon in the upper right hand corner of the screen. Select the

option to View in PDF Format.

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Cognos Reports How to Export a Report into PDF Format

NOTES ____________________________________________________________________________________________________________________________________________________________________________________

2. Again, the system will indicate that the report is running. Once it loads, the report will display as it

would appear in printed form.

If you select “Save,” the system will save file in a “PDF” format.

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