To schedule a dashboard report in IBM Cognos
To schedule a dashboard report (either a pre-defined or user-created portlet), you must first create a view and schedule it, and then configure the portlet as described here.
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You can schedule only those reports that are not filtered by user.
1.
In Cognos, copy the report and save it under a new name.
2.
In Cognos, open the copied report and save it as a view with the same name as the original report. Save it in the Unica Dashboard/Product folder, where Product is the appropriate product folder
3.
In Cognos, schedule the view.
4.
In IBM® Unica Marketing, add the report to the dashboard, if you have not done so already.
See To add a pre-defined portlet to a dashboard or To add a user-created portlet to a dashboard.
5.
Only if the report is one of the pre-defined portlets, do the following in IBM® Unica Marketing.
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Click the ellipsis button (...) on the portlet and select Configuration.
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Select Yes under Has this report been scheduled?
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Click Save and then click Return to the Full Page.
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