Overview
IBM Cognos Disclosure Management (V10.2) is a three-day, instructor-led course designed to teach accounting professionals to create, manage, and administer financial reports and workflows. Through a series of lectures and hands-on exercises, participants will create and generate a report and configure the CDM application. Dashboards, views, and the yearly rollover are also covered.
Public
This course is for individuals working in the Office of Finance, who need to create, manage, and administer financial reports and workflows that are created with Cognos Disclosure Management. To use this guide, you should have a strong background in developing financial reports for regulatory submission.
Prerequisits
You should have:
- Strong understanding of financial accounting concepts
- Experience using the Windows operating system and a Web browser
Objective
Please refer to course overview for description information.
Topics
Introduction to IBM Cognos Disclosure Management
- describe IBM Cognos Disclosure Management (CDM)
- identify the functionality of CDM
- create a CDM report
Create and Edit Objects
- create an object hierarchy
- populate objects with data
- import and export objects
- configure settings from the object tree
- add a shared object
Add Content to Objects
- create data source connections and data source queries
- add content to Microsoft Excel objects
- describe and create variables
- add content to PowerPoint objects
Generate the Report
- generate an entire report
- generate selected objects
- create a snapshot
Perform Additional Configuration
- configure workflow templates
- create custom groups
- create checklists
Use Views
- view reference variables
- describe the progress report
- use the audit trail
- view orphan variables, user workflow assignments, and snapshots
Perform Rollover and Cascade
- roll a report forward
- cascade a report
- push down objects from source reports to cascaded reports
Create Dashboards
- view fixed dashboards
- create custom dashboards
Administer Security
- describe role-based entitlements and group functionality
- add application users and groups
- associate users to groups
- configure application and report permissions
- view object check-in and check-out status
- define an import source and import users and groups
Supplementary Information (Optional)
- additional resources
- object variables in IBM Cognos Disclosure Management
- glossary
