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HCL Marketing Platform Administrator's Guide
HCL® Marketing Platform provides security, configuration, notification, and dashboard features for HCL® Marketing Software products.
Dashboards are configurable pages that contain information useful to groups of users who fill various roles within your company. The components that make up dashboards are called portlets. Dashboards can contain pre-defined portlets or portlets that you create.
Reports are desirable components to add to dashboards because they add a visual element that makes it easy to scan large amounts of data. However, because reports require additional processing resources, performance can become an issue when many users access dashboards that contain many reports on a regular basis.
To schedule a dashboard report (either a pre-defined or user-created portlet), you must first create a view and schedule it, and then configure the portlet as described here.

Scheduling a dashboard report

To schedule a dashboard report (either a pre-defined or user-created portlet), you must first create a view and schedule it, and then configure the portlet as described here.

About this task

Note: You can schedule only those reports that are not filtered by user.

Procedure

In Cognos®, copy the report and save it under a new name.
In Cognos, open the copied report and save it as a view with the same name as the original report. Save it in the Unica Dashboard/Product folder, where Product is the appropriate product folder
In Cognos, schedule the view.
In HCL® Marketing Software, add the report to the dashboard, if you have not done so already.
Only if the report is one of the pre-defined portlets, do the following in HCL Marketing Software.
- On the Dashboard Administration page, click the Edit portlet icon next to the portlet.
- Select Yes next to Has this report been scheduled?
- Click Save.