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Data Management & Business Intelligence Division - Reporting Unit Revised 09/09/19 Internet Reports Quick Reference Guide for DMH Contractors

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Page 1: Internet Reports - Los Angeles County, Californiafile.lacounty.gov/SDSInter/dmh/1061460_CA11Quick... · Data Management & Business Intelligence Division - Reporting Unit Revised 09/09/19

Data Management & Business Intelligence Division - Reporting Unit

Revised 09/09/19

Internet Reports Quick Reference Guide for DMH Contractors

Page 2: Internet Reports - Los Angeles County, Californiafile.lacounty.gov/SDSInter/dmh/1061460_CA11Quick... · Data Management & Business Intelligence Division - Reporting Unit Revised 09/09/19

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Contents Purpose ................................................................................................................................................................................... 2

Operating System and Browser Compatibility ...................................................................................................................... 2

Los Angeles County Mental Health SSLVPN – DMH Contractor Login .................................................................................. 2

Windows Secure Application Manager ................................................................................................................................. 3

IBM Cognos Analytics – DMH Contractor Login .................................................................................................................... 5

How to run a Report ............................................................................................................................................................... 6

How to use “Reset prompts and run” and “Refresh” ............................................................................................................ 7

How to Run PDF, Excel, Excel data, CSV Report .................................................................................................................... 8

Report Formats ....................................................................................................................................................................... 9

How to Print a Report............................................................................................................................................................. 9

How to Close a Report .......................................................................................................................................................... 10

Appendix I: SSL VPN Troubleshooting ................................................................................................................................. 11

Revision Summary ................................................................................................................................................................ 14

Page 3: Internet Reports - Los Angeles County, Californiafile.lacounty.gov/SDSInter/dmh/1061460_CA11Quick... · Data Management & Business Intelligence Division - Reporting Unit Revised 09/09/19

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Purpose

To provide guidance and instructions to users on how to access Internet Reports using the updated version of Cognos Analytics. It has a new user interface requiring users to follow new user login protocol. In addition, the user interface has been restructured including new menu, navigation bars, and reporting folder structures.

Operating System and Browser Compatibility Windows Operating System and Internet Explorer 11 are required to start Windows Secure Application Manager (WSAM) to run Internet Reports – FFS.

Los Angeles County Mental Health SSLVPN – DMH Contractor Login To access the SSLVPN DMH Contactor Login page, navigate to DMH Contractor page:

https://dmh.era.lacounty.gov/dmh/contractor

USERNAME: c+ContractorID Example: c111111 PASSWORD: Hosted Password

For password reset, please contact ISD Service Desk at 562-940-3305.

Page 4: Internet Reports - Los Angeles County, Californiafile.lacounty.gov/SDSInter/dmh/1061460_CA11Quick... · Data Management & Business Intelligence Division - Reporting Unit Revised 09/09/19

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Windows Secure Application Manager

Users must start Windows Secure Application Manager (WSAM) in order to run Internet Reports.

First time users will need to follow the prompts to complete installation.

3rd Prompt

1st Prompt

2nd Prompt

Page 5: Internet Reports - Los Angeles County, Californiafile.lacounty.gov/SDSInter/dmh/1061460_CA11Quick... · Data Management & Business Intelligence Division - Reporting Unit Revised 09/09/19

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Returning users must start WSAM and allow Secure Application Manager Proxy before clicking the link to Internet Reports.

After WSAM starts, click on Internet Reports link specific to your line of business (i.e. FFS or NGA or OMA).

Page 6: Internet Reports - Los Angeles County, Californiafile.lacounty.gov/SDSInter/dmh/1061460_CA11Quick... · Data Management & Business Intelligence Division - Reporting Unit Revised 09/09/19

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IBM Cognos Analytics – DMH Contractor Login

Clicking on the Internet Reports will direct users to IBM Cognos Analytics Login page.

USERNAME: c+ContractorID Example: c111111 PASSWORD: Hosted Password

For password reset, please contact ISD Service Desk at 562-940-3305.

Page 7: Internet Reports - Los Angeles County, Californiafile.lacounty.gov/SDSInter/dmh/1061460_CA11Quick... · Data Management & Business Intelligence Division - Reporting Unit Revised 09/09/19

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How to run a Report

After logging in, users will be directed to either FFS Table of Contents, NGA Table of Contents, or OMA Table of Contents page. Click on a report name to specify and select the search filters.

Page 8: Internet Reports - Los Angeles County, Californiafile.lacounty.gov/SDSInter/dmh/1061460_CA11Quick... · Data Management & Business Intelligence Division - Reporting Unit Revised 09/09/19

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Make sure to specify all the required data in order to enable the Finish button.

The example below shows the prompt page for FFS IS704 Report. Prompt page varies with the report selected.

How to use “Reset prompts and run” and “Refresh”

To allow the user to rerun the report view and choose different prompt values, click on the Report Run button and select "Reset prompts and run".

To refresh the report, click on the Refresh icon. This icon appears when you run a report.

Page 9: Internet Reports - Los Angeles County, Californiafile.lacounty.gov/SDSInter/dmh/1061460_CA11Quick... · Data Management & Business Intelligence Division - Reporting Unit Revised 09/09/19

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How to Run PDF, Excel, Excel data, CSV Report

There are two ways to extract and display the report as PDF, Excel, Excel Data, or CSV:

1) When the report is run for the first time, a drop down arrow appears next to the Report Run button. Click on it and select which format to run.

2) When the report is run multiple times, click on the Report Run button and select the preferred format.

Page 10: Internet Reports - Los Angeles County, Californiafile.lacounty.gov/SDSInter/dmh/1061460_CA11Quick... · Data Management & Business Intelligence Division - Reporting Unit Revised 09/09/19

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Report Formats

Users can generate reports in various formats. Each format has unique sets of properties as listed below.

Properties Report Formats

HTML PDF Excel fully

formatted

Excel Data minimal format

CSV delimited text

Conditional Style Yes Yes Yes No No

Heading Yes Yes Yes No No

Row Title(s) Yes Yes Yes Yes Yes

Filter Yes/No2 No Yes1 Yes1 Yes1

Sorting Yes/No2 No Yes3 Yes Yes

Group/Ungroup Yes/No2 No Yes Yes Yes

Current Date No No No No No

Report with Summarized Data

Is the summary format supported?

Yes Yes Yes No No

1 Requires user to turn on filters in Excel. 2 Ability to filter, sort, and group data depends on the report design. 3 Requires user to remove merged cells to have the ability to sort.

How to Print a Report

Run the report onto a printable format (e.g. PDF, Excel, Excel data or CSV) to print.

Page 11: Internet Reports - Los Angeles County, Californiafile.lacounty.gov/SDSInter/dmh/1061460_CA11Quick... · Data Management & Business Intelligence Division - Reporting Unit Revised 09/09/19

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How to Close a Report

Click on the drop down arrow beside the Title Name, and click “x” to close or exit out of the report.

Page 12: Internet Reports - Los Angeles County, Californiafile.lacounty.gov/SDSInter/dmh/1061460_CA11Quick... · Data Management & Business Intelligence Division - Reporting Unit Revised 09/09/19

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Appendix I: SSL VPN Troubleshooting

How to allow WSAM on Windows 10?

Disable IPv6 stack on Wi-Fi adapter:

Open Run (Winkey + R) and type “ncpa.cpl” (without quotes)

Find the wireless network adapter (Intel® Dual Band Wireless-AC) if connected via Wireless connection

OR

Find the Ethernet Intel® Ethernet Connection if connected via wired connection

Page 13: Internet Reports - Los Angeles County, Californiafile.lacounty.gov/SDSInter/dmh/1061460_CA11Quick... · Data Management & Business Intelligence Division - Reporting Unit Revised 09/09/19

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Double click on Wi-Fi or Ethernet

Right click on properties

Page 14: Internet Reports - Los Angeles County, Californiafile.lacounty.gov/SDSInter/dmh/1061460_CA11Quick... · Data Management & Business Intelligence Division - Reporting Unit Revised 09/09/19

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Uncheck the box for Internet Protocol Version (TCP/IPv6) and then click OK

Refresh DMH SSL VPN Login connection and follow WSAM instruction as stated in the QRG.

Page 15: Internet Reports - Los Angeles County, Californiafile.lacounty.gov/SDSInter/dmh/1061460_CA11Quick... · Data Management & Business Intelligence Division - Reporting Unit Revised 09/09/19

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Revision Summary

Date Revision History Comments

07/20/2018 1 Created Quick Reference Guide for DMH Contractors

08/06/2018 2 Removed ‘Web Browsers Compatibility’ and ‘ActiveX Control Installation’

Added ‘Operating System and Browser Compatibility’

Added ‘Windows Secure Application Manager’

09/12/2018 3 Included ‘Internet Reports – NGA’

01/29/2019 4 Included ‘Internet Reports – OMA’

09/09/2019 5 Updated logo on front page

Updated SSL VPN Link: https://dmh.era.lacounty.gov/dmh/contractor

Updated screenshots for login and report contents

Added troubleshooting steps to the Appendix