Brian Petersen

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Articles

Recent activity by Brian Petersen Recent activity Votes

  • How to View the Run History for a Report

    1. Reporting
    2. Running Reports

    OverviewA report can be run many times and the user may want to go into a previous report run earlier in the day to view the report. The Report window for a report enables the user to see all the r...

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  • How to Remove a User

    1. Administration
    2. User Management

    Overview There are times where a user should no longer have access to the Cosmos Portal and needs to be removed. This article will discuss how to remove a user from the Cosmos Portal.     Details ...

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  • How to Create a New Report

    1. Reporting
    2. Managing Reports

    OverviewCosmos users that have been assigned the Report Editor role can create new reports. This article covers the easy process of adding new reports to the Cosmos Portal.  DetailsTo create a new ...

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  • Working with Range List Regions

    1. Reporting
    2. Creating Reports

    Overview Understanding how Range List regions work is a foundational concept for building reports with Cosmos. Range Lists are dynamic ways to create lists of information going down rows or across ...

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  • How to Run a Scheduled Report On Demand

    1. Reporting
    2. Scheduling Reports

    Overview There may be times where you have a scheduled report set up to run and distribute to people, but you want to kick it off on demand without waiting for the scheduled day/time or without hav...

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  • Configuring Incremental Loading for a Table

    1. Data Management
    2. Data Model

    OverviewIncremental loading is the process of loading all data from the data source the first time that a table is run, and then only needing to bring in records that have been added or modified si...

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  • Training Video: Formatting Reports (3 Minutes)

    1. Training Videos
    2. Report Editor Training

    Overview This training video covers how to apply Excel formatting to your report to improve the look and feel of the final product.   Video   Related Articles How to Format Reports  

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  • Quick Start Video: Editing a Report (4 Minutes)

    1. Training Videos
    2. Quick Start Guide

    OverviewThis training video covers how to check a report out for editing, how to make changes to the report, and how to then check it back in so that the latest version is available to business use...

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  • How to Assign Roles to a User

    1. Administration
    2. User Management

    Overview User roles in the Cosmos Portal control what a user can do and what they have access to within the Cosmos product suite.   This article will discuss how to assign and change the roles for ...

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  • How to Edit and Check-In a Report

    1. Reporting
    2. Managing Reports

    OverviewA Report Editor will sometimes want to make changes to reports that have already been checked in. To keep the currently report available for end-users, the Report Editor can open a report, ...

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