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Schedule an Entry

You schedule an entry to run it at a later time or at a recurring date and time. For example, you can schedule a report or an agent.

If you no longer need a schedule, you can delete it. You can also disable it without losing any of the scheduling details. You can then enable the schedule at a later time. For more information, see Activities Management.

You can schedule an entry to run on the last day of each month or as part of a job . You can schedule reports based on trigger occurrences .

To use this functionality, you must have the required permissions for the Scheduling secured function in IBM Cognos Administration.

To schedule an entry, you need the permissions that are required to run the entry. For example, to schedule a report or report view, you must have read, write, execute, and traverse permissions for it. To schedule a child report view, you must have execute permissions on the parent report. You also require the following access permissions for any data sources used by the report:

If you want, you can change the current schedule owner by changing the credentials for a scheduled entry. For more information, see Example - Change the Credentials for a Schedule.

Steps
  1. In IBM® Cognos® Connection, click the schedule button for the entry you want to schedule Schedule icon.

  2. Set the priority for the scheduled entry.

    Select a lower number for higher priority. The default is 3.

  3. Under Frequency, select how often you want the schedule to run.

    The Frequency section is dynamic and changes with your selection. Wait until the page is updated before selecting the frequency.

    If you specify intraday scheduling in the Frequency section, you can also select a daily frequency for your scheduled entries. Proceed to step 4.

    If you did not specify intraday scheduling, proceed to step 5.

  4. Under Daily frequency, select how often you want the schedule to run each day. You can choose to schedule an entry either by the minute or by the hour.

    When you specify a daily frequency, you also have the option to select a time period when you want the entry to run during the day, for example, between 9:00 am and 5:00 pm. This way, you can restrict the running of entries to periods during the day when updates are required.

  5. Under Start, select the date when you want the schedule to start.

  6. Under End, select when you want the schedule to end.

    Tip: If you want to create the schedule but not apply it right away, select the Disable the schedule check box. To later enable the schedule, clear the check box.

  7. If additional options are available on the Schedule page, specify what you want.

    For example, for reports, you can select formats, languages, delivery method (including how to save report output files), and prompt values.

  8. Click OK.

A schedule is created and the report runs at the next scheduled time.

Example - Schedule an Entry on the Last Day of the Month

You want to schedule a financial report to run automatically on the last day of each month for the next year.

Steps
  1. In IBM® Cognos® Connection, click the schedule button for the entry you want to schedule Schedule icon.

  2. Under Frequency, select By Month, and then select Day.

  3. Enter Day 31 of every 1 month(s).

    Entering 31 as the day ensures that the entry runs on the last day of the month, regardless of how many days are in the month.

  4. Under Start, select the last day of the current month as the day you want the monthly schedule to start.

  5. Under End, click End by and select the last day of the same month next year as the day you want the monthly schedule to end.

  6. Click OK.

Example - Change the Credentials for a Schedule

You want to change the credentials for a schedule to identify you as the current schedule owner.

Steps
  1. Log on to IBM® Cognos® Connection using your user ID and password.

  2. In the Cognos Connection portal, click the schedule button Schedule icon for the entry for which you want to change the credentials.

    Under Credentials, the name of the current schedule owner appears.

  3. Click the Use my credentials link to make you the schedule owner. Save your changes.

    The next time that you open the schedule, your credentials identify you as the schedule owner of the schedule, for example, Sam Carter (scarter).

    Note: If you are logged on as an anonymous user, information about the current schedule owner is not available.