Sending a Report by Email

Users can send instances of reports via email from IBM Cognos Analytics.

  1. Navigate to the report and click the More icon (ellipsis).

  2. Select Run.

  3. Toggle on Run in background.

  4. Expand Advanced to see options.

  5. Click arrow next to Delivery.

  6. Select the Send report by email checkbox.

  7. Add the email addresses, edit subject and add message as required.

    Email/report recipients must be symplr users. Before clicking the link to open the report from the email link, users must be signed into symplr to access the report.

  8. If required, select the Attach the report checkbox.

    Attachment option is best used for reports that do not contain PHI.

  9. Uncheck print report option if printed copy is not required.

  10. Click Done.

    Note

    Please ensure that no Protected Health Information (PHI) is included in any report send via email attachment, because emails and emailed attachments are not encrypted. If PHI is included in your report, we suggest you send a link to the reports via email instead. Refer to section on Creating a Job to send link.

To send report in PDF format with a password

Although attachments are not encrypted, you have the option of sending a report as an attachment in PDF format, to which you are able to add password protection for added security.

  1. From the Create Schedule tab, click Select next to PDF.

  2. From the PDF Options PDF Options tab, the orientation and paper size may be modified. Select the corresponding dropdown arrow to make a selection.

  3. Select the Require a password to open the report checkbox.

  4. Enter a password and then confirm this password.

    In this case, a protected PDF version of the report will be sent from IBM Cognos Analytics. You must send a separate email to the required people with the password.

    An email will be sent at the scheduled date and time with a link to the PDF attachment. The email recipient will double click the PDF attachment to open the report.

A pop-up window will appear to enter the password for the report. Once the previously sent password has been enter, the person will select OK.

The report will open in PDF format. It can be then be shared on your organization’s intranet if necessary.