Create a Shortcut

A shortcut is a pointer to another entry such as a report, report view, folder, job, agent, page, or URL.

You can use shortcuts to organize information that you use regularly. For example, if you frequently use a report in Public Folders, you can create a shortcut in My Folders.

If you want to make a new entry, it might be easier to make a copy of an existing entry and modify it. If you want to run an existing agent or report with some minor changes, create an agent view or a report view . For example, to change the format, language, or delivery method of a report, create a report view.

You cannot update the source entry by clicking the shortcut. Updating the source automatically updates all shortcuts to the entry.

Tip: If the source entry was deleted or moved to another location, the shortcut icon  changes to indicate a broken link.

You can change access permissions for a shortcut entry, but it does not change the access permissions for the source entry.

Steps

1. In Cognos Connection, locate the entry you want to create a shortcut to.

2. Under Actions, click More and then click Create a shortcut to this entry .

3. In the Name box, type the name of the shortcut.

4. If you want, in the Description and in the Screen tip box, you can type a description of the entry.

   The description appears in the portal when you set your preferences to use the details view . The screen tip, which is limited to 100 characters, appears when you pause your pointer over the icon for the entry in the portal.

5. If you do not want to use the target folder shown under Location, choose another location:

   • Click Select another folder, select the target folder, and click OK. If the folder box is empty, go back one folder level using the path at the top of the dialog box.

   • Click Select My Folders as the location.

6. Click Finish.

In the portal, shortcut entries are identified by the shortcut icon .