Cognos BI Jack Henry & Associates. All Rights Reserved.

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1 Cognos BI Business Intelligence Reporting Cognos BI Web-Based Enterprise Reporting Solution Tuesday, September 22 nd, 2015 Tracy Almquist Marketing, Webinar Host Trudi Matthews Cognos, Operations Manager Vince C. Racca Product Specialist Jack Henry & Associates. All Rights Reserved.

2 What is Cognos BI? It is a user-friendly, enterprise-wide reporting solution that simplifies the creation, distribution, and modification of reports while offering a Web-based experience that is designed to support users of every skill level.

3 Features Enables users to access and analyze the information they need to improve decision making, gain better insight and manage the organizations performance. Includes business intelligent software for query, reporting, analysis, and creating executive level dashboards. Software used to gather and organize information from multiple sources both internal and external.

4 Dashboards Daily Overview includes New Deposit/Loan Accounts, NSF/OD Information, and Loans Past Due Executive reporting including Loans by Officer, Deposits/Loans Weighted Averages, and Deposit Classifications Financial reporting focuses on General Ledger key ratios such as: Return on Assets/Equity, Cost of Funds, and Efficiency Ratio Customer Summary reporting including Loans/CD Maturity, Top Twenty Loan/Deposit Customers

5 Workspace Drag and Drop selected Widgets onto Workspace Look at information from a different perspective by swapping rows and columns in crosstabs and charts Resize widget charts Quickly change backgrounds and borders Hide widget toolbars for a cleaner look and feel

6 Workspace Advanced Solution Highlights: Intuitive drag-and-drop interface Integrated data exploration and analysis Calculations, drill, filter, pivot, top/bottom count Flexible format, layout and distribution Multiple queries, formatting and charting

7 External Spreadsheets Combine external, workgroup and personal data with corporate sources resulting in broader perspectives Wizard driven mapping to combine external and internal data Filter reports using external data Share, reuse and update external sources 7

8 Mobile Devices Native ipad support: Leverage the ipad multi-touch experience Instantly access your BI There s an App for that! Additional support for: BlackBerry Playbook Android 8

9 JHA Models (Data Dictionaries) Availability In House Core/Complementary for Silverlake & CIF 20/20 Includes: Netteller, Passport, Vertex, Streamline, OnBoard, TimeTrack / Payroll, Yellow Hammer, BSA, italk, & InTouch Synapsys Enterprise Workflow Synergy Argo (Silverlake Only) EOM (Rolling 12 Month Silverlake Outlink only) GL Only 9

10 JHA Models - (Data Dictionaries) Availability Hosted for Outlink Customers Core/Complementary for Silverlake & CIF 20/20 Includes: Netteller, Passport, Vertex, Streamline,TimeTrack / Payroll, Yellow Hammer(iSeries), & InTouch Synergy (Express -Available soon) EOM (Rolling 12 Month Silverlake Outlink only) GL Only 10

11 Hosting Need to Know Available to Outlink Customers Only Available for Silverlake and CIF 20/20 only Hosting Feature Limitations Limited Web Administrator license assigned JHA Cognos Team will be responsible for User/System Administration via Support Scheduled Report Printing not available Saving to a file system not available for scheduling - Must manually save.pdf to an in-house bank network. Mobile Device delivery unavailable at this time 11

12 Administration - In-House/Hosted In-House Admin: Server maintenance Maintain and Manage Cognos update releases User Setup - Assign User License roles for each tenant Manage annual model update releases Hosted Web Admin: Manage folder and content security for their tenant Manage schedule task and jobs for their tenant Create contacts and distribution list 12

13 Cognos BI Demonstration

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23 Cognos BI Vince Racca