IBM® Operações de Marketing report and folder names in Cognos®

Cognos® Connection presents reports in a directory structure, the top level of which is named Public Folders. After the IBM® Operações de Marketing reports package is installed in Cognos®, Public Folders contains the following sub-folders for Operações de Marketing.

Affinium Plan, which contains the multiple-object reports that appear on the Analysis page in IBM® Operações de Marketing. If you create new mutiple-object reports in Report Studio, save them to this folder. If necessary, you can create sub-folders within this folder to organize the reports into a hierarchy.

Affinium Plan - Object Specific Reports, which contains the single-object reports that appear on the Analysis tabs of individual IBM® Operações de Marketing objects. This folder contains sub-folders for plans, programs, projects, and teams. If you create new single-object reports, you save them to the appropriate sub-folder.

As a best practice, you should not rename the folders. If you do, note the following.

Edit the properties named reportsAnalysisSectionHome and reportsAnalysisTabHome under Settings > Configuration > Operações de Marketing > umoConfiguration > reports so they match the names of the folders.

Do not use special characters (such as quotes, or ‘<’) in the folder names. Use only alphanumeric characters, and the space and dash (‘-’) characters if you rename the default report folders.

If you rename the Affinium Plan - Object Specific Reports folder, you must edit the Project Budget Summary by Quarter report in Report Studio. This report contains a URL that links to the Detailed Expense Breakout report, and it is hard-coded to the report folder name. If the folder name changes, you must edit the links to refer to the new folder name.

Do not rename the subfolders in the Affinium Plan - Object Specific Reports folder.