m-Fin How-to: Creating Report Views in CU-Data

Do you regularly run reports for the same SpeedTypes? Saving pre-set prompt values for your Cognos reports can save you time and effort.

Watch the video

Read the procedures

1. First - run the report that you want to save.
2. When the report displays, click the Save drop-down arrow in the top left of your screen – it's next to the Report Output icon.
3. Select Save report as report view from the drop down. A popup window will appear. If you like you can change the default name of this Report View.
4. In any case, choose Select My Folders as the location.
5. Then click OK. Your report view is saved. It may take a few moments to save to your My content.
6. When you want to revisit your Report View, click Open menu > Content > My content.
7. Clicking directly on the Report View name in this folder will re-display the report with all the same parameters you entered when you first saved it. Clicking on the Run As icon in the report will re-prompt for a new period or other change …

Would you rather always land on the prompt page for your Report View?

You can take a few simple steps now to ensure you always land on the prompt page.

1. While in My content, instead of clicking on the Report View name, click on the Action menu - three dots to the right of the heart icon.
2. Then, select View Versions.
3. Click on the date and EN-US will appear just below.
4. Now, click on the Delete report version link and then click OK on the Confirm Delete popup. 
5. This will delete the report output version that had previously saved.
6. And now … when you click the Report View from the My content tab … you’ll go straight to your saved prompt page!

Do you want to update the default format of your Report View - or, change your m-Fin report PDF to portrait orientation?

First, complete the steps above to save a Report View of the m-Fin report. Then, you can change the default format for that Report View.