Scheduling a dashboard report

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.

About this task

Note: You can schedule only those reports that are not filtered by user.

Procedure

  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 HCL® Marketing Software, add the report to the dashboard, if you have not done so already.
  5. Only if the report is one of the pre-defined portlets, do the following in HCL Marketing Software.
    • On the Dashboard Administration page, click the Edit portlet icon next to the portlet.
    • Select Yes next to Has this report been scheduled?
    • Click Save.