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Watch Rules in Saved Reports

Watch rules are defined in Cognos Viewer by report users so that they can monitor events of interest to them in saved reports. Creating watch rules does not require access to Event Studio.

Tip: Users can view and edit watch rules in a single location from the My Watch Items area in IBM Cognos Connection.

Watch rules are based on event conditions that are evaluated when the report is saved, not when the report runs interactively. When the event condition is satisfied, the report user is alerted by email or news item.

The event conditions are created using a numeric measure and can be specified only in saved HTML reports. You can define an unlimited number of conditions for a report. The locale for the conditional report output is the same as the locale for the report that contains the event condition.

Before a user can create watch rules and receive alerts, the report owner must enable watch rules for the report .

To create watch rules, the report user must have read and traverse permissions to the report output.

Enable Watch Rules for a Report

Enabling watch rules lets the report user specify conditions in saved HTML report output and receive alerts based on these conditions. Whenever the report is run and report output is saved and the conditions are satisfied, the report user is alerted by email or news item.

For information about creating a watch rule, see Create a Watch Rule for a Report.

To allow watch rules for a report, you must have write permission for the report.

Steps
  1. In IBM Cognos Connection, click the set properties button next to the report.

  2. On the Report tab for Report Studio reports, the Query tab for Query Studio reports, or the Analysis tab for Analysis Studio reports, under Advanced options, select the Enable selection-based interactivity in HTML reports and Enable enhanced user features in saved output versions check boxes.

    Selecting these options specifies that additional context information is saved with the report output.

  3. Click OK.

After selecting the advanced options, you must run the report and save the report output in HTML format before users can create watch rules.

Create a Watch Rule for a Report

Use watch rules to monitor user-defined events in saved HTML reports. When the report is saved and the watch rule is satisfied, you are alerted by email or news item.

You can view or edit the watch rules you create for reports by using the My Watch Items area of the portal. For more information, see My Watch Items.

Watch rules can be created only in saved HTML reports. For example, you cannot create watch rules in PDF report output.

You must have read and traverse permissions to the report output.

Steps
  1. In the IBM Cognos Connection portal, go to the saved HTML report and open it in Cognos Viewer.

  2. In the report, click a numeric data item, right-click, and then click Alert Using New Watch Rule.

  3. In the Specify the rule - Alert Using New Watch Rule page, in the conditional expression that appears, click the down arrow, click the expression you want for the watch rule, for example, >= (greater than or equal), and specify a value in the box.

  4. Under For the selected context, click the report items to which the rule applies.

  5. Click Next.

  6. In the Specify the alert type page, specify how you want to be alerted when the rule is satisfied:

  7. Click Next.

  8. In the Specify a name and description - Alert Using New Watch Rule page, specify a name, description, and location for the watch rule.

    You can organize watch rules in folders on the Rules tab of the My Watch Items area of the portal.

  9. Click Finish.

Modify or Delete a Watch Rule in Cognos Viewer

Watch rules you create in saved HTML reports can be edited and deleted in Cognos Viewer.

For information about creating a watch rule, see Create a Watch Rule for a Report.

You can also delete and edit watch rules from the My Watch Items area of the portal. For more information, see My Watch Items.

To modify or delete a watch rule, you must have write access to the rule.

Steps
  1. Open the saved report output in Cognos Viewer.

  2. On the toolbar, click Watch New Versions and, while hovering over the watch rule, from the submenu,

  3. Click the General tab to change properties, such as the language, name, and description of the watch rule.

  4. Click the Rules tab to edit the rules properties, such as the conditional expression for the rule, the items to which the rule applies, and the alert type.

Note that the changes you make to a watch rule in Cognos Viewer are made also in the My Watch Items area of the portal.