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Example - Create a Statement-Style Report

Use Report Studio Express authoring mode for financial report authoring, such as creating and maintaining statement-style reports. Financial authoring requires many but not all of the features that already exist in Report Studio, combined with a more intuitive user experience, and interaction with live data.

The user interactions in Report Studio have been streamlined, which simplifies the process of creating statement-style reports. Only features essential to statement authoring are exposed in the Report Studio Express authoring mode. The Report Studio Express authoring mode does not expose the query interface or property page, and the toolbox contains a simplified set of items. A template featuring an appropriate starting point for financial report creation is included with the product.

In this exercise, you will learn how to create a statement-style report.

You are a report author in the finance department of the Great Outdoors Company. You create a balance sheet that shows the assets, liabilities, and equity for the company over the last few years.

To perform this exercise, you must have the appropriate licensing and security permissions for this functionality.

Things to Notice

When you use the Report Studio Express authoring mode, data is live. You do not have to run a report to see the data. From the View menu, you can switch between the Page Design and Page Preview views to see the live data and the design of your report.

Steps
  1. Open IBM Cognos Connection:

  2. In the IBM Cognos 8 Welcome page, click Create professional reports.

  3. Click the GO Data Warehouse (analysis) package.

  4. Click Create a new report, click Financial, and click OK.

    Tip: If you are in Report Studio Professional, switch to Report Studio Express for this example. From the View menu, click Authoring Mode, and click Express.

  5. Insert data in the crosstab zones:

  6. Expand the rows to view the company’s breakdown of assets, liabilities, and equity:

  7. Change the title of the report to reflect the contents of the balance sheet:

  8. Change the currency format of the balance sheet:

  9. Use the pick up style button  to repeat the previous step for the column under 2006:

  10. Change text formatting to reflect a standard balance sheet:

  11. From the Run menu, click Run Report - HTML.

For More Information

For information about using Report Studio Express, see the Report Studio Express Authoring User Guide.