Data Management and Analytics Catalog
Reports for Northwestern's administrative systems are available via the Data Management & Analytics system (Cognos Analytics).
Access the reporting system at Cognos Analytics. Reports and Adhoc Reporting Inventories along with their descriptions are listed below. Note: You may need to request access to some of them.
Alumni Relations and Development (ARD)
| Type | Name | Description | Path(s) |
|---|---|---|---|
|
Analysis |
Giving Analysis |
Same as OARD Cube |
Team content > OARD Reporting |
|
Analysis |
OARD CUBE |
Used for high level analysis of giving |
Team content > OARD CUBE |
|
Query |
Entity Query |
Same as OARD Entity Query |
Team content > OARD Reporting |
|
Query |
Giving Query |
Same as OARD Giving Query |
Team content > OARD Reporting |
|
Query |
OARD Entity Query |
Query package used for reporting on entity counts and attributes. |
Team content > OARD Entity Query |
|
Query |
OARD Giving Query |
Query package used for reporting on giving transactions. |
Team content > OARD Giving Query |
|
Query |
OARD Proposal Query |
Query package used for reporting on proposals. |
Team content > OARD Proposal Query |
|
Query |
Proposal Query |
Same as OARD Proposal Query |
Team content > OARD Reporting |
|
Report |
Active Pledges with Misallocated Payments |
List of active pledges with payments that have gone to allocations that were not on the original pledge record. |
Team content > OARD Reporting |
|
Report |
Ad Hoc Sandbox |
Folder containing saved reports created by ARD-BI system users. |
Team content > OARD Reporting > Ad Hoc Sandbox |
|
Report |
Address at Time of Gift |
Shows historic address of donor if the address at the time of the gift is different than the current address. |
Team content > OARD Reporting |
|
Report |
Approved Ad Hoc |
Folder containing read-only, approved, saved reports and queries. |
Team content > OARD Reporting > Approved Ad Hoc |
|
Report |
Campaign Giving and Proposals by ID |
Gives campaign giving and proposal information for a specific set of entity IDs. |
Team content > OARD Reporting |
|
Report |
Campaign Prospect Pyramid Report |
Standardized view of campaign activity by school/unit and overall. |
Team content > OARD Reporting |
|
Report |
Cash by Giving Source |
Cash giving by Giving Source Donor category for the prior and current FYTD for the selected fiscal year and month. |
Team content > OARD Reporting |
|
Report |
Giving by Allocation |
Giving totals for selected allocations for specified fiscal years. |
Team content > OARD Reporting |
|
Report |
Major Gift Commitments Dashboard |
Counts and totals for major gift commitments ($100K+) by Reporting Area with multiple options for filtering and display format. |
Team content > OARD Reporting |
|
Report |
Pledge and Payment Summary by Allocation |
Summary of pledges and payments for selected allocations showing counts and totals for matched and mismatched payments. |
Team content > OARD Reporting |
|
Report |
Proposal Details Report |
View of proposal details based on a number of selectable filters. |
Team content > OARD Reporting |
|
Report |
Proposal Pipeline Report |
Proposal data grouped by Current FY closed proposals, current FY open proposals and open proposals beyond current FY |
Team content > OARD Reporting |
|
Report |
Trustee Campaign Giving and Proposals |
Campaign Giving and Ask information for univeristy trustees. |
Team content > OARD Reporting |
|
Report |
YTD Cash and New Gifts & Commitments by Reporting Area |
Cash and New Gifts & Commitments totals by Reporting Area for prior and current FYTD for the selected fiscal year and month. |
Team content > OARD Reporting |
|
Report |
YTD Giving by Purpose Matrix |
Giving totals for selected fiscal year, month, and Reporting Area(s) by Tier 1 and Tier 2 Purpose. |
Team content > OARD Reporting |
|
Report |
YTD Giving by Purpose Rollup |
Giving totals for selected fiscal year, month, and Reporting Area(s) broken down separately by Tier 1 and then Tier 2 Purpose. |
Team content > OARD Reporting |
|
Report |
YTD Giving by Reporting Area |
Giving totals by Reporting Area for prior and current FYTD for the selected fiscal year and month. |
Team content > OARD Reporting |
College and University Financial Systems (CUFS)
| Type | Name | Description | Path(s) |
|---|---|---|---|
|
Report |
CUFS Financial Summary (Excluding Agency and Multi-Year Funds) for BFY |
|
Team content > CUFS Historical Reporting > CUFS Historical Reports |
|
Report |
CUFS Financial Summary (Excluding Agency and Multi-Year Funds) for FY |
|
Team content > CUFS Historical Reporting > CUFS Historical Reports |
|
Report |
CUFS Historical Bal Sheet Trans Detail (for excel or csv) |
|
Team content > CUFS Historical Reporting > CUFS Historical Reports |
|
Report |
CUFS Historical Transaction Detail (for excel or csv) |
|
Team content > CUFS Historical Reporting > CUFS Historical Reports |
|
Report |
Detail Report of Revenue, Expense and Budget (Historical) |
|
Team content > CUFS Historical Reporting > CUFS Historical Reports |
|
Report |
Sponsored and Plant Projects by Area |
|
Team content > CUFS Historical Reporting > CUFS Historical Reports |
|
Report |
Summary Budget Status Report(Historical) |
|
Team content > CUFS Historical Reporting > CUFS Historical Reports |
Effort Reporting (ER)
| Type | Name | Description | Path(s) |
|---|---|---|---|
|
Report |
ER001 - Committed and Certified Effort |
The report shows committed effort information from InfoEd and certified effort information from the Effort Reporting System (ERS) |
Team content > Finance Facilities and Research Administration > Central > Effort Reporting Team content > Finance Facilities and Research Administration > School > Effort Reporting |
Endowment
| Type | Name | Description | Path(s) |
|---|---|---|---|
|
Query |
Endowment Beneficiary Query |
The Endowment Beneficiary Query Package contains all endowment projects, detailed beneficiary information from FY2010 on, and summarized stewardee information from CATracks. It also includes financial information from Fundriver and NU Financials. This package can be used to produce ad hoc list reports. |
Team content > Endowment Reporting > Stewardship Reporting |
|
Query |
Endowment Stewardee Query |
The Endowment Stewardee Query Package contains all endowment projects, detailed stewardee information, and summarized beneficiary information from CATracks. It also includes financial information from Fundriver and NU Financials. This package can be used to produce ad hoc list reports. |
Team content > Endowment Reporting > Stewardship Reporting |
|
Report |
Account Level Spending |
Provides a summary of spending by account for an endowment project. It includes data from both NUFin and CATracks and can be run for multiple criteria including Stewardship Writer, Stewardship Manager, Project ID. |
Team content > Endowment Reporting > Stewardship Reporting |
|
Report |
Direct Spending and Transfers by Department and Project |
This report provides information about the amount of direct spending vs transfer expenses for endowment projects. |
Team content > Endowment Reporting >Monitoring Reports |
|
Report |
Direct Spending and Transfers by School and Unit |
This reports provides school and unit level totals for direct spending and transfer expenses for endowment projects. |
Team content > Endowment Reporting >Monitoring Reports >Central Monitoring Reports |
|
Report |
Endowment Spending Balances |
This report can be used to identify endowment projects with unspent balances. |
Team content > Endowment Reporting >Monitoring Reports |
|
Report |
Endowment Spending Balances by School and Unit |
This report provides school and unit level totals for endowment spending balances. |
Team content > Endowment Reporting >Monitoring Reports >Central Monitoring Reports |
|
Report |
Faculty Staff and Students Paid from Endowment Projects |
This report provides a list of employees paid form endowment projects. It does not contain any salary information. |
Team content > Endowment Reporting > Stewardship Reporting |
|
Report |
Financial Summary |
A summary of endowment performance and spending at the project level. This report includes
data from CATracks, Fundriver and NUFinancials. It can be run for multiple criteria
including Stewardship Writer, Stewardship Manager and Project ID.
|
Team content > Endowment Reporting > Stewardship Reporting |
|
Report |
Student Beneficiaries |
|
Team content > Endowment Reporting > Stewardship Reporting |
myHR (HR)
| Type | Name | Description | Path(s) |
|---|---|---|---|
|
Report |
HR003 - PED by Chart of Accounts - History |
This report offers enterprise reporting on payroll expense related data for a fiscal month/year combination by school or by chartstring fields. When the report is run by school, either admin unit or PMU can be selected. When it is run by chartstrings, different combinations of fund, department, project and account can be specified. The report also provides a drill-down from the results into the History report. |
Team content > myHR Reporting > Payroll Expense Distribution |
|
Report |
HR002 - PED by Chart of Accounts - Summary |
This report offers enterprise reporting on payroll expense related data for the fiscal year to date by schools or by chartstring fields. When the report is run by school, either admin unit or PMU can be selected. When it is run by chartstrings, different combinations of fund, department, project and account can be specified.The report can also be accessed via a drill-down from the Summary report results. |
Team content > myHR Reporting > Payroll Expense Distribution |
|
Report |
HR005 - PED by HR Department or Employee - History |
This report offers enterprise reporting on payroll expense related data for the fiscal year to date by departments or by employees. There are is a filter that can be used to include/exclude graduate students. It can also be accessed via a drill-down from the Summary report results. |
Team content > myHR Reporting > Payroll Expense Distribution |
|
Report |
HR004 - PED by HR Department or Employee - Summary |
This report offers enterprise reporting on payroll expense related data for a fiscal month/year combination by departments or by employees. There is also a filter that can be used to include/exclude graduate students. It also provides a drill-down from the results into the History report. |
Team content > myHR Reporting > Payroll Expense Distribution |
|
Reprt |
HR001 - Employee Search |
The Employee Search report offers enterprise reporting on human resources data. An Advanced Search option allows users to employee(s) based on multiple filters and criteria. The Employee Search option allows users to select employee(s) by name or Employee ID. |
Team content > myHR Reporting |
|
Reprt |
HR008 - Transfer Department |
The Transfer Department Report is used to identify when employees move from one department to another so that the appropriate security updates can be made. Employees will be shown in the report when there is a job change where 1) the action is XFR (Transfer), PRO (Promotion), DEM (Demotion), 2) parent department changes and 3) job change happened within the specified time window. |
Team content > myHR Reporting > Transfer Department |
|
Report |
HR006 - Position Listing by HR Department |
This report is one of the Position Management reports. It presents a HR Department centric view of filled, vacant, or inactive position data by either fiscal year or by fiscal month. Search options allows users to run the report for selected HR Departments, Position Status, Paygroups and/or Position Type and Categories. |
Team content > myHR Reporting > Position Management |
|
Report |
HR007 - Position/Employee Detail by HR Department |
This report offers enterprise reporting on payroll expenses for filled and vacant positions within a HR Department, and includes reporting on budgeted salary, title, grade, incumbents, annual salary, termination payout and much more. This report can be used to facilitate monitoring of positions, incumbents, and payroll expenses including salary variance and vacancy/breakage savings. |
Team content > myHR Reporting > Position Management |
Finance, Facilities, and Research Administration Reports (FFRA)
Asset Management (AM)
| Type | Name | Description | Path(s) |
|---|---|---|---|
|
Report |
AM001 - Asset Tagging Report |
Asset Tagging Report |
Team content > Finance, Facilities, and Research Administration Reports > Central > Accounting Services |
|
Report |
AM002 - Asset Inventory Report |
Asset Inventory Report |
Team content > Finance, Facilities, and Research Administration Reports >
Central > Accounting Services
|
|
Report |
AM003 - Active Capital Equipment |
Active Capital Equipment |
Team content > Finance, Facilities, and Research Administration Reports > Central > Accounting Services |
|
Report |
AM004 - Retired Capital Equipment |
Retired Capital Equipment |
Team content > Finance, Facilities, and Research Administration Reports > Central > Accounting Services |
|
Report |
AM006 - Active Capital Assets, Summarized |
Active Capital Assets, Summarized |
Team content > Finance, Facilities, and Research Administration Reports > Central > Accounting Services |
|
Report |
AM007 - Detail Financial All/Category |
Detail Financial All/Category |
Team content > Finance, Facilities, and Research Administration Reports > Central > Accounting Services |
|
Report |
AM009 - Variance Report |
Variance Report |
Team content > Finance, Facilities, and Research Administration Reports > Central > Accounting Services |
|
Report |
AM010 - Asset by Type |
Asset by Type |
Team content > Finance, Facilities, and Research Administration Reports > Central > Accounting Services |
|
Report |
AM011 - Asset Report by Category Type |
Asset Report by Category Type |
Team content > Finance, Facilities, and Research Administration Reports > Central > Accounting Services |
|
Report |
AM012 - Asset Gain/Loss Report |
Asset Gain/Loss Report |
Team content > Finance, Facilities, and Research Administration Reports > Central > Accounting Services |
|
Report |
AM013 - Active Capital Equipment (Single page) |
Active Capital Equipment (Single page) |
Team content > Finance, Facilities, and Research Administration Reports > Central > Accounting Services |
|
Report |
AM014 - Asset Change Detail |
Support reconciliations of asset changes |
Team content > Finance, Facilities, and Research Administration Reports > Central > Accounting Services |
Facilities Management (FM)
| Type | Name | Description | Path(s) |
|---|---|---|---|
|
Report |
FAMIS Ad hoc |
The FAMIS ad hoc environment contains information for creating reports regarding Work Orders, Inventory, Purchase Orders, Receipts, Job Cost, Invoices, Labor, Materials, Miscellaneous Costs or Cost recovery |
Team content |
|
Report |
FM001 - Top 5 Trouble Areas/Locations |
Top 5 Trouble Areas/Locations |
Team content > Finance, Facilities, and Research Administration Reports > Central > Facilities |
|
Report |
FM003 - Capital Project Financial Position - Summary |
Used for summary analysis of project activity against a planned budget by chart string. |
Team content > Finance, Facilities, and Research Administration Reports >
Central > Facilities > Financial Summaries
|
|
Report |
FM004 - Capital Project Financial Position - Detail |
Used for detail analysis of project activity against a planned budget by chart string. |
Team content > Finance, Facilities, and Research Administration Reports >
Central > Facilities > Financial Summaries
|
|
Report |
FM005 - Materials Usage report |
Materials Usage report |
Team content > Finance, Facilities, and Research Administration Reports > Central > Facilities > Warehouse and Inventory |
|
Report |
FM006 - Service Request Audit Report |
Service Request Audit Report |
Team content > Finance, Facilities, and Research Administration Reports > Central > Facilities |
|
Report |
FM013 - Job Cost Journal Posting |
Job Cost Journal Posting |
Team content > Finance, Facilities, and Research Administration Reports >
Central > Facilities > Billing
|
|
Report |
FM014 - Maintenance Spending Report |
Maintenance Spending Report |
Team content > Finance, Facilities, and Research Administration Reports > Central > Facilities |
|
Report |
FM015 - FAMIS/PS PO Reconciliation Report |
FAMIS/PS PO Reconciliation Report |
Team content > Finance, Facilities, and Research Administration Reports > Central > Facilities > Warehouse and Inventory |
|
Report |
FM017 - Parts Alias Lookup Report |
Parts Alias Lookup Report |
Team content > Finance, Facilities, and Research Administration Reports > Central > Facilities |
|
Report |
FM020 - FAMIS Journal Export Report |
FAMIS Journal Export Report |
Team content > Finance, Facilities, and Research Administration Reports >
Central > Facilities > Billing
|
|
Report |
FM027 - Physical Inventory Report |
Physical Inventory Report |
Team content > Finance, Facilities, and Research Administration Reports > Central > Facilities > Warehouse and Inventory |
|
Report |
FM029 - Inventory Adjustment Report |
Inventory Adjustment Report |
Team content > Finance, Facilities, and Research Administration Reports > Central > Facilities > Warehouse and Inventory |
|
Report |
FM030 - Job Cost Export Error Report |
Job Cost Export Error Report |
Team content > Finance, Facilities, and Research Administration Reports > Central > Facilities > Billing |
|
Report |
FM031 - Job Cost FAMIS Billing Summary and Detail Report |
|
Team content > Finance Facilities and Research Administration > Central > Facilities > Jobcost Reports |
|
Report |
FM032 - Job Cost FAMIS Billing Summary and Detail Report |
|
Team content > Finance Facilities and Research Administration > School > Budget/COA |
|
Report |
FM033 - Inventory Adjustment Detail Report |
This report will be used to see inventory adjustments to stock parts in Facilities Management’s six physical part warehouses. |
Team content > Finance Facilities and Research Administration > Central > Facilities > Warehouse and Inventory |
|
Report |
FM034 - Work Order Audit Report |
The Work Order Audit Report will provide Facilities Management (FM) a real time report that they can use to verify and correct billing issues on recently created work orders |
Team content > Finance Facilities and Research Administration > Central > Facilities |
|
Report |
FM035 - Project Work Order Audit Report |
The Project Work Order Audit Report will provide Facilities Management (FM) with a real time report that they can use to verify and correct billing issues on recently created Project work orders. |
Team content > Finance Facilities and Research Administration > Central > Facilities |
|
Report |
FM036 - Part Reorder Report |
Allows FM users to find which Parts need to be reordered to meet maintenance demands. |
Team content > Finance Facilities and Research Administration > Central > Facilities |
|
Report |
FM038 - Daily Work Orders Report |
The Daily Work Orders Report will provide Facilities Management with a real-time report that can be used to |
|
General (GE)
| Type | Name | Description | Path(s) |
|---|---|---|---|
|
Report |
GE001 - Publish Chartfield Data for Consumption by Other Systems |
Team content > Finance, Facilities, and Research Administration Reports >
Central > Facilities > Billing
|
|
|
Report |
GE002 - Transactional data file: Pre-Encumbrance detail |
Team content > Finance, Facilities, and Research Administration Reports >
Central > Facilities > Transactional Data Files
|
|
|
Report |
GE004 - Transactional data file: Encumbrance detail |
Shows all transactional detail from Purchase Orders (encumbrances) in a CSV format. |
Team content > Finance, Facilities, and Research Administration Reports >
Central > Facilities > Transactional Data Files
|
|
Report |
GE005 - Transactional data file: Expense detail |
Shows all transactional detail from all Expense transactions (Actuals) in a CSV format. |
Team content > Finance, Facilities, and Research Administration Reports >
Central > Facilities > Transactional Data Files
|
|
Report |
GE006 - Transactional data file: Revenue detail |
Shows all transactional detail from all Revenue transactions (Actuals) in a CSV format. |
Team content > Finance, Facilities, and Research Administration Reports >
Central > Facilities > Transactional Data Files
|
|
Report |
GE007 - User Security Profile |
Determine a user's security access. Operator ID is the same as Net ID. |
Team content > Finance, Facilities, and Research Administration Reports >
Central > Facilities
|
|
Report |
GE008 - Department Workflow Approval Security Profile |
Shows NUFinancials Workflow Approver information for a given department or department values within a node. |
|
|
Report |
GE010 - Department Data Security Profile |
Shows NUFinancials Row Level Security information for a given department or department values within a node. |
|
|
Report |
GE011 - Project Workflow Approval Security Profile |
Project Workflow Approval Security Profile |
|
|
Report |
GE012 - Project Data Security Profile |
Project Data Security Profile |
|
General Ledger (GL)
| Type | Name | Description | Path(s) |
|---|---|---|---|
|
Query |
PS EPM Ad hoc |
The PS EPM ad hoc environment contains information for creating reports regarding the general ledger at a detail or summary level |
Team content |
|
Report |
GL002 - Gift Summary Report |
Provides a snapshot of the equity position of each of a user's gifts as well as totals for all gifts as of a given date. |
Team content > Finance, Facilities, and Research Administration Reports >
Central > Facilities > Budget
|
|
Report |
GL003 - Off Cycle Budget Changes Report(Year-to-date) |
Provides off-cycle changes to the budget/commitment control
|
Team content > Finance, Facilities, and Research Administration Reports >
Central > Facilities > Budget
|
|
Report |
GL004 - Off Cycle Budget Changes Report(Month-to-date) |
Includes off-cycle changes to the budget/commitment control
|
Team content > Finance, Facilities, and Research Administration Reports >
Central > Facilities > Budget
|
|
Report |
GL005 - Summary Budget Status Report |
Summarizes budget to actuals for revenue and expenses for a specific Fund, Dept ID, Project. |
Team content > Finance, Facilities, and Research Administration Reports >
Central > Facilities > Financial Summaries
|
|
Report |
GL007 - CUFS to PS Department Budget Conversion for Revenue and Expenses |
CUFS to PS Department Budget Conversion for Revenue and Expenses |
Team content > Finance, Facilities, and Research Administration Reports >
Central > Facilities > Billing
|
|
Report |
GL008 - Revenue and Expense Activity Report |
All transactions affecting the budget for the current period. |
Team content > Finance, Facilities, and Research Administration Reports >
Central > Facilities > Financial Summaries
|
|
Report |
GL009 - Expense/Revenue Budget |
Provides current expense and revenue budget information for all non-grant operating chart strings. |
Team content > Finance, Facilities, and Research Administration Reports >
Central > Facilities > Budget
|
|
Report |
GL010 - Operating Budget Report |
Provides current expense and revenue budget information and actual expense and revenue activity for all non-grant chart strings. |
Team content > Finance, Facilities, and Research Administration Reports >
Central > Facilities > Budget
|
|
Report |
GL011 - Historical Budget Performance |
Historical Budget Performance |
Team content > Finance, Facilities, and Research Administration Reports > Central > Facilities > Budget |
|
Report |
GL012 - Project by Attribute/Activity Non-Designated Funds |
Provides the ability to search for designated projects that have a given attribute. |
Team content > Finance, Facilities, and Research Administration Reports >
Central > Facilities > Budget
|
|
Report |
GL013 - Year End Performance Review Report |
Used by management to gauge actual to budget for revenue and expenses. |
Team content > Finance, Facilities, and Research Administration Reports >
Central > Facilities
|
|
Report |
GL018 - Summary of Project Cash Balances |
Snapshot of balances on the Summary and gives more information on the individual Agency Project on the Detail reports. |
Team content > Finance, Facilities, and Research Administration Reports >
Central > Accounting Services
|
|
Report |
GL019 - Plant Fund Open Accounts Balance and Cash Summary |
Plant Fund Open Accounts Balance and Cash Summary |
Team content > Finance, Facilities, and Research Administration Reports >
Central > Facilities > Financial Summaries
|
|
Report |
GL025 - Faculty Start-up Attribute Summary (Faculty/PI) |
Used by central offices to review faculty start up funds. |
Team content > Finance, Facilities, and Research Administration Reports > School > Monthly Financial |
|
Report |
GL026 - Faculty Start-up Attribute Summary |
Used by schools to review faculty start up funds. |
Team content > Finance, Facilities, and Research Administration Reports > School > Monthly Financial |
|
Report |
GL061 - Agency Project Detail |
Gives agency account managers a detail of cash balances |
Team content > Finance, Facilities, and Research Administration Reports >
Central > Accounting Services
|
|
Report |
GL062 - Gift/Endowment Project Detail |
The detail report gives detail of a particular Project ID, including budgeted and actual Revenue, budgeted expenses, pre-encumbrances, encumbrances, and expenses, as well as amounts available to spend for the particular Gift and Endowment Projects. For Endowments, it gives specific detail for both the Principal and the Spending portions. |
Team content > Finance, Facilities, and Research Administration Reports >
Central > Facilities
|
|
Report |
GL064 - Project by Attribute/Activity Non Designated Funds |
Provides the ability to search for non-designated projects that have a given attribute. |
Team content > Finance, Facilities, and Research Administration Reports >
Central > Sponsored Programs Management
|
|
Report |
GL067 - Valid Chartstrings |
Designed for recharge groups to provide information about valid chart strings (chart
strings with budget). Note that it does not indicate AVAILABLE budget.
|
Team content > Finance, Facilities, and Research Administration Reports >
Central > Facilities > Billing
|
|
Report |
GL068 - Financial Summary (Excluding Agency and Multi-Year Funds) |
Provides summarized financial information by chart string, for a DeptID or for a School/Unit, reflecting the typical Beginning Balance, Expenses, Revenues, and Ending Balance for both Budget and Actuals, as applicable; also provides sub-totals by Fund type and DeptID. This report does not show project-level detail for Fund 110. For indirect cost recovery details, see GL072. |
Team content > Finance, Facilities, and Research Administration Reports >
Central > Facilities > Financial Summaries
|
|
Report |
GL069 - Financial Summary (Including Multi-Year Funds And Excluding Agency Funds) |
Displays summarized expense and revenue (actuals and budget) financial information by chart string for a DeptID or School/Unit, reflecting the typical Expenses, Revenues, and Ending Balance, as applicable. This report shows information for all chart strings except those that use agency funds (starts with a 7). This report does not show project-level detail for Fund 110. For indirect cost recovery details, see GL073. |
Team content > Finance, Facilities, and Research Administration Reports >
Central > Facilities > Financial Summaries
|
|
Report |
GL070 - Financial Summary with Project Purpose (Excluding Agency and Multi-Year Funds) |
Provides summarized financial information by chart string, for a DeptID or for a School/Unit, reflecting the typical Beginning Balance, Expenses, Revenues, and Ending Balance for both Budget and Actuals, as applicable; also provides sub-totals by Fund type and DeptID. The GL070 report has the additional benefit of reporting and sub-totaling by Project Attributes, as assigned. |
Team content > Finance, Facilities, and Research Administration Reports >
Central > Facilities > Financial Summaries
|
|
Report |
GL071 - Financial Summary - Historical Comparison (Excluding Agency and Multi-Year Funds) |
Allows comparison of fiscal year data by accounting period. Answers the question: “How were we doing this time last year?” |
Team content > Finance, Facilities, and Research Administration Reports >
Central > Facilities > Financial Summaries
|
|
Report |
GL072 - Financial Summary w/Detail ICR (Excluding Agency and Multi-Year Funds) |
Provides summarized financial information by chart string, for a DeptID or for a School/Unit, reflecting the typical Beginning Balance, Expenses, Revenues, and Ending Balance for both Budget and Actuals, as applicable; also provides sub-totals by Fund type and DeptID. Shows Project (6xxxxxxx) details for departments that booked indirect cost recovery on Fund 110 and Account 4085. |
Team content > Finance, Facilities, and Research Administration Reports >
Central > Facilities > Financial Summaries
|
|
Report |
GL073 - Financial Summary w/Detail ICR (Including Multi-Year Funds and Excluding Agency Funds) |
Displays summarized expense and revenue (actuals and budget) financial information by chart string for a DeptID or School/Unit, reflecting the typical Expenses, Revenues, and Ending Balance, as applicable. This report shows information for all chart strings except those that use agency funds (starts with a 7). Displays Fund 110 amounts on separate lines within department. Shows Project (6xxxxxxx) details for departments that booked indirect cost recovery on Fund 110 and Account 40856. |
Team content > Finance, Facilities, and Research Administration Reports >
Central > Facilities > Financial Summaries
|
|
Report |
GL074 - Financial Summary with Management Level & Project Purpose |
Extends the functionality present in the GL068-GL071 range of reports.
|
Team content > Finance, Facilities, and Research Administration Reports >
Central > Facilities > Financial Summaries
|
|
Report |
GL077 - School Income Statement |
Depicts revenues and expenses in an income statement format for purposes of school/unit financial management. |
Team content > Finance Facilities and Research Administration > School >
Budget/COA
|
Grants Management (GM)
| Type | Name | Description | Path(s) |
|---|---|---|---|
|
Query |
InfoEd Ad hoc |
The InfoEd ad hoc environment contains information for creating reports regarding Awards (detail, effort, or summary) or Request (detail, effort, or summary) Additionally, reports can be created using agreement or E Forms data |
Team content |
|
Report |
GM002 - Pre-Billing Status Report for Cost Reimbursable |
Pre-Billing Status Report for Cost Reimbursable |
Team content > Finance, Facilities, and Research Administration Reports > Central > Sponsored Programs Management |
|
Report |
GM004 - Salary Detail Report |
GM004 queries payroll data (including earned payroll, adjusting journals and fringe benefits) for specific projects and contracts. |
Team content > Finance Facilities and Research Administration > Central > Sponsored Programs Management-Restricted |
|
Report |
GM006 - Billing Parameter Exception Query |
Billing Parameter Exception Query |
Team content > Finance, Facilities, and Research Administration Reports > Central > Sponsored Programs Management |
|
Report |
GM007 - Pre-Billing Letter of Credit Summary Report |
Pre-Billing Letter of Credit Summary Report |
Team content > Finance, Facilities, and Research Administration Reports > Central > Sponsored Programs Management |
|
Report |
GM008 - Revenue recognition Report |
Revenue recognition Report |
Team content > Finance, Facilities, and Research Administration Reports > Central > Sponsored Programs Management |
|
Report |
GM009 - Unapplied Deposits Report |
Unapplied Deposits Report |
Team content > Finance, Facilities, and Research Administration Reports > Central > Sponsored Programs Management |
|
Report |
GM011 - Sponsored Research Expenditures Report |
Returns Direct Costs, F&A, and Total Costs by project ID. It can be run for a
specific date range by school, department, PI, or Project type. As of Sept. 2010,
this report also shows fiscal year-to-date information when reviewing current period
charges.
|
Team content > Finance, Facilities, and Research Administration Reports >
Central > Sponsored Programs Management
|
|
Report |
GM014 - F&A Revenue Offset Setup Report |
Contains the current demographic data to validate the correct recovery department and percentage has been setup. |
Team content > Finance, Facilities, and Research Administration Reports >
Central > Sponsored Programs Management
|
|
Report |
GM019 - Milestone (Deliverable) Status Report |
Milestone (Deliverable) Status Report |
Team content > Finance, Facilities, and Research Administration Reports > Central > Sponsored Programs Management |
|
Report |
GM020 - No automatic Carry Forward |
No automatic Carry Forward |
Team content > Finance, Facilities, and Research Administration Reports > Central > Sponsored Programs Management |
|
Report |
GM023 - Multi-Project Summary |
This report presents summary award and project data in order to facilitate budgetary
and expenditure oversight at the award level for multi-project grants and confirm
that the sum of the project budgets is equal to the awarded amount.
|
Team content > Finance, Facilities, and Research Administration Reports >
Central > Sponsored Programs Management
|
|
Report |
GM024 - Pre-Spending Project Monitoring |
Pre-Spending Project Monitoring |
Team content > Finance, Facilities, and Research Administration Reports > Central > Sponsored Programs Management |
|
Report |
GM026 - Project Information Lookup Report |
Gives departments the ability to look up active Projects by department ID or project ID. Specifically, Recharge Centers can determine whether expenses can be charged. Report returns basic demographic data on a project such as Department, Title, PI, Begin/End Dates. |
Team content > Finance, Facilities, and Research Administration Reports >
Central > Sponsored Programs Management
|
|
Report |
GM028 - Project Close Out Notification Report |
Project Close Out Notification Report |
Team content > Finance, Facilities, and Research Administration Reports > Central > Sponsored Programs Management |
|
Report |
GM030 - Award Amount Expected |
Analysis of awarded proposals that are active during a selected time period by breaking down dollars by funding received, funding by anticipated out years, and funding by option years. |
Team content > Finance, Facilities, and Research Administration Reports > InfoEd Reports > Projected Proposal/Award Trends |
|
Report |
GM032 - Subcontract Analysis |
Subcontract Analysis |
Team content > Finance, Facilities, and Research Administration Reports > Central > Sponsored Programs Management |
|
Report |
GM033 - Project Account Summary |
Distributed by the central offices to notify PI’s and Business Managers that the Award and Project have been set up in PeopleSoft and spending can begin on the project as well as notifying them of key changes to existing projects. Basic demographic data about the Award and Project is displayed along with the posted budget amounts broken out by Account and Activity. |
Team content > Finance, Facilities, and Research Administration Reports >
Central > Sponsored Programs Management
|
|
Report |
GM035 - Industry Clinical Trial Activity Report |
Shows clinical trial activity by Fiscal Year, Sponsor, Department and PI. The activity displayed compares the Total Maximum Award Amount to the Cumulative Expenses to the Total Cash Received. |
Team content > Finance, Facilities, and Research Administration Reports >
Central > Sponsored Programs Management
|
|
Report |
GM038 - BI Limit Budget Exception |
BI Limit Budget Exception |
Team content > Finance, Facilities, and Research Administration Reports > Central > Sponsored Programs Management |
|
Report |
GM041 - Budget Category Query |
Budget Category Query |
Team content > Finance, Facilities, and Research Administration Reports > Central > Sponsored Programs Management |
|
Report |
GM044 - Sponsored Project Portfolio |
Used by PI’s, Department Administrators, and ASRSP to view budget balances by project
and by project/budget category.
|
Team content > Finance, Facilities, and Research Administration Reports >
Central > Sponsored Programs Management
|
|
Report |
GM045 - Sponsored Project Budget Statement |
Used by PI's, Dept. Admins, and ASRSP to review the status of direct and indirect expenditures against the total budget amount along with project demographic data. The dollars are broken out and shown by Current Accounting Period, Fiscal Year to Date, and Inception to Date. |
Team content > Finance, Facilities, and Research Administration Reports >
Central > Sponsored Programs Management
|
|
Report |
GM047 - Milestone (Deliverable) Report |
Used by department administrators and PIs in tracking upcoming deliverable due dates to assist in meeting sponsor and institutional requirements. |
Team content > Finance, Facilities, and Research Administration Reports > School > Sponsored Programs Management |
|
Report |
GM049 - Aging Submitted Proposals |
Analysis of the proposals that are pending for a PI, school, or department. Sorted by the number of days since submitted, the report gives the ability to see a list of proposals which may not have been funded. |
Team content > Finance, Facilities, and Research Administration Reports > InfoEd Reports > Proposal Aging |
|
Report |
GM052 - Faculty Proposal Activity |
Proposal activity for a specified group of faculty. |
Team content > Finance, Facilities, and Research Administration Reports > InfoEd Reports > Faculty Group Proposals / Awards |
|
Report |
GM053 - OSR Negotiation Metrics |
OSR Negotiation Metrics |
Team content > Finance, Facilities, and Research Administration Reports > InfoEd Reports > Negotiation Reports - OSR |
|
Report |
GM055 - Negotiation Status Report |
List of proposals with all associated contract negotiations along with the most recent status, comment and comment date. |
Team content > Finance, Facilities, and Research Administration Reports >
InfoEd Reports > Negotiation Reports
|
|
Report |
GM057 - Faculty Award Activity |
Award activity for a specified group of faculty. |
Team content > Finance, Facilities, and Research Administration Reports > InfoEd Reports > Faculty Group Proposals / Awards |
|
Report |
GM059 - Proposed and Funded Cost Share |
Proposals with requested and funded cost sharing. |
Team content > Finance, Facilities, and Research Administration Reports > InfoEd Reports > Cost Sharing |
|
Report |
GM060 - Active Awards - All Roles |
Part of the Current, Pending and Completed Support package. All awards for a chosen researcher (any role) that are active during a chosen budget period. The total direct costs, total costs, and effort for the award are displayed along with the total funded for the project. |
Team content > Finance, Facilities, and Research Administration Reports > InfoEd Reports > Current, Pending, and Completed Support |
|
Report |
GM063 - Sponsor Trends: Awards |
Analysis of the awards by Parent Sponsor Type by showing the number of awards and total awarded. Drill throughs to Parent Sponsor and Funding Mechanism give the ability to get a further breakdown of sponsor funding. |
Team content > Finance, Facilities, and Research Administration Reports > InfoEd Reports > Proposal/Award Trends |
|
Report |
GM064 - Monthly Award Detail |
Comprehensive list of all grants and contracts awarded over a time period |
Team content > Finance, Facilities, and Research Administration Reports > InfoEd Reports > Annual/Monthly Reports |
|
Report |
GM065 - Proposals Summary by Sponsor Type |
Comparison of the count and dollar total of proposals submitted in a selected month, by sponsor type, as well as a year to month comparison for three fiscal years. |
Team content > Finance, Facilities, and Research Administration Reports > InfoEd Reports > Annual/Monthly Reports |
|
Report |
GM066 - Proposals Summary by Management Area |
Comparison of the count and dollar total of proposals submitted in a selected month, by department, as well as a year to month comparison for three fiscal years |
Team content > Finance, Facilities, and Research Administration Reports > InfoEd Reports > Annual/Monthly Reports |
|
Report |
GM067 - Awards Summary by Management Area |
Comparison of the count and dollar total of awards received in a selected month, by management area, as well as a year to month comparison for three fiscal years |
Team content > Finance, Facilities, and Research Administration Reports > InfoEd Reports > Annual/Monthly Reports |
|
Report |
GM068 - Awards Summary by Sponsor Type |
Comparison of the count and dollar total of awards received in a selected month, by sponsor type, as well as a year to month comparison for three fiscal year. |
Team content > Finance, Facilities, and Research Administration Reports > InfoEd Reports > Annual/Monthly Reports |
|
Report |
GM070 - Awards with Required Cost Sharing |
Awards from US sponsors with required cost sharing. |
Team content > Finance, Facilities, and Research Administration Reports > InfoEd Reports > Cost Sharing |
|
Report |
GM071 - Monthly Proposal Detail |
Comprehensive list of all proposals submitted over a time period. |
Team content > Finance, Facilities, and Research Administration Reports > InfoEd Reports > Annual/Monthly Reports |
|
Report |
GM072 - Award Analysis |
Total number of awards and total awarded by school. The first drill throughs provide the ability to see the total number of awards and total awarded by department. The second drill through gives the detailed award information related to the query. A broad range of prompts allow for specific or wide ranging queries. |
Team content > Finance, Facilities, and Research Administration Reports > InfoEd Reports > Proposal/Award Trends |
|
Report |
GM073 - Proposal Success Rate |
Proposal success rate, measured by the percentage of proposals funded divided by the number of proposals submitted to sponsors over a specified time period. |
Team content > Finance, Facilities, and Research Administration Reports > InfoEd Reports > Proposal/Award Trends |
|
Report |
GM074 - Proposal Analysis |
Total number of proposals and total proposed by school. The first drill throughs provide the ability to see the total number of proposals and total proposed by department. The second drill through gives the detailed proposal information related to the query. A broad range of prompts allow for specific or wide ranging queries. |
Team content > Finance, Facilities, and Research Administration Reports > InfoEd Reports > Proposal/Award Trends |
|
Report |
GM084 - Completed Awards within Three Years - All Roles |
Part of the Current, Pending and Completed Support package. All awards that have been completed within the past there years from a chosen date for a research are displayed. |
Team content > Finance, Facilities, and Research Administration Reports > InfoEd Reports > Current, Pending, and Completed Support |
|
Report |
GM085 - Pending Proposals - All Roles |
Part of the Current, Pending and Completed Support package. All proposals that are still pending for a research are displayed along with the year 1 requested effort and total proposed dollars. |
Team content > Finance, Facilities, and Research Administration Reports > InfoEd Reports > Current, Pending, and Completed Support |
|
Report |
GM086 - Project Balances Report |
Project Balances Report |
Team content > Finance, Facilities, and Research Administration Reports >
Central > Sponsored Programs Management
|
|
Report |
GM089 - Internal Recharge Center Query |
Internal Recharge Center Query |
Team content > Finance, Facilities, and Research Administration Reports >
Central > Sponsored Programs Management
|
|
Report |
GM090 - Award Projection Report |
The GM090 report displays budgeted award amounts from InfoEd in a fiscal year representation. |
Team content > Finance, Facilities, and Research Administration Reports > InfoEd Reports > Projected Proposal/Award Trends |
|
Report |
GM091 - Sponsor Payments Received Report |
Presents details of payments received by contract, with a breakout by project. Payment activity includes all forms of payments as well as a subset of write-offs and other maintenance items. Note: For converted non-clinical awards, payment data prior to December 2008 is not available. |
Team content > Finance, Facilities, and Research Administration Reports >
Central > Sponsored Programs Management
|
|
Report |
GM091 - Sponsor Payments Received Report |
Presents details of payments received by contract, with a breakout by project. Payment activity includes all forms of payments as well as a subset of write-offs and other maintenance items. Note: For converted non-clinical awards, payment data prior to December 2008 is not available. |
Team content > Finance, Facilities, and Research Administration Reports >
Central > Sponsored Programs Management
|
|
Report |
GM092 - Subcontract Monitoring Report |
This report presents a summary of executed subcontract amounts and subcontract expenditures per award, project, and subcontract. It will combine data from InfoEd and NUFinancials. |
Team content > Finance, Facilities, and Research Administration Reports > Central > Sponsored Programs Management |
|
Report |
GM093 - Cost Share Commitment Status |
The GM093 (Cost Share Commitment Status) report presents revenue and expense data from NUFinancials Commitment Control for sponsored projects with cost sharing. It grants users a multi-year view of budget, revenue and expense on cost share funds, which elsewhere is available only on a single fiscal year basis. It also provides a comprehensive view of all departments committing cost share funds to a given sponsored project. |
Team content > Finance, Facilities, and Research Administration Reports >
Central > Sponsored Programs Management
|
|
Report |
GM094 - Cost Share Journal Details |
The GM094 (Cost Share Journal Details) report presents a detailed list of revenue transfers made to support cost share expenditures, as well as budget journals used to establish revenue budgets for departments contributing funds to support the cost sharing. It may be run independently or via a drill on project id from the GM093. |
Team content > Finance, Facilities, and Research Administration Reports >
Central > Sponsored Programs Management
|
|
Report |
GM095 - Clinical Trial Actuals Balance Report |
Report Objectives and Benefits
|
Team content > Finance, Facilities, and Research Administration Reports >
Central > Sponsored Programs Management
|
Supply Chain (SC)
| Type | Name | Description | Path(s) |
|---|---|---|---|
|
Report |
SC001 - Cancelled & Stopped Checks |
Cancelled & Stopped Checks |
Team content > Finance, Facilities, and Research Administration Reports > Central > Supply Chain |
|
Report |
SC002 - Voucher Errors |
Retired |
Not used |
|
Report |
SC003 - Voucher Activity Report |
Voucher Activity Report |
Team content > Finance, Facilities, and Research Administration Reports > Central > Supply Chain |
|
Report |
SC004 - Grant pCard Transaction Query |
Grant pCard Transaction Query |
Team content > Finance, Facilities, and Research Administration Reports > Central > Sponsored Programs Management |
|
Report |
SC005 - Vendor Transaction Listing |
Vendor Transaction Listing |
Team content > Finance, Facilities, and Research Administration Reports > Central > Supply Chain |
|
Report |
SC008 - Voyager to PeopleSoft Successful Transaction Reconciliation Report |
Voyager to PeopleSoft Successful Transaction Reconciliation Report |
Team content > Finance, Facilities, and Research Administration Reports > Central > Voyager |
|
Report |
SC009 - Voucher Errors by Origin |
Voucher Errors by Origin |
Team content > Finance, Facilities, and Research Administration Reports > Central > Voyager |
|
Report |
SC015 - Reporting by Category - Post Audit |
Helps track the purchases of specific product category types that are regulated and reported to the government. |
Team content > Finance, Facilities, and Research Administration Reports >
Central > Supply Chain
|
|
Report |
SC016 - Open Encumbrance Report |
Shows open encumbrances and helps users to reconcile budgets and track purchase
orders that have not been finalized.
|
Team content > Finance, Facilities, and Research Administration Reports >
Central > Supply Chain
|
|
Report |
SC017 - New Purchased Equipment ~ Capital Equipment |
New Purchased Equipment ~ Capital Equipment |
Team content > Finance, Facilities, and Research Administration Reports > Central > Accounting Services |
|
Report |
SC019 - Vender Info Query |
Provides general vendor attributes |
Team content > Finance Facilities and Research Administration > Central > Vendor Maintenance |
|
Report |
SC020 - Delivery Report |
Provides central receiving with detailed information about orders not fully received in order to help facilitate desktop delivery. |
Team content > Finance, Facilities, and Research Administration Reports >
Central > Supply Chain
|
|
Report |
SC021 - New Purchased Equipment ~ Non-Capital Equipment |
New Purchased Equipment ~ Non-Capital Equipment |
Team content > Finance, Facilities, and Research Administration Reports > Central > Accounting Services |
|
Report |
SC022 - New Purchased Equipment ~ Fabricated Equipment |
New Purchased Equipment ~ Fabricated Equipment |
Team content > Finance, Facilities, and Research Administration Reports >
Central > Sponsored Programs Management
|
|
Report |
SC024 - PO Change Order History |
Tracks PO Change Order history by reporting specific field changes per Change Order Revision. |
Team content > Finance, Facilities, and Research Administration Reports >
Central > Supply Chain
|
|
Report |
SC025 - Vendor Info Query - Expanded Search |
Allows users to search for vendors by multiple criteria. Returns results such as:
|
Team content > Finance, Facilities, and Research Administration Reports >
Central > Supply Chain
|
|
Report |
SC026 - Expenses by Submission & Workflow Status |
Provides a view of Expense Reports that have not been paid for a given department or tree node. |
Team content > Finance, Facilities, and Research Administration Reports >
Central > Supply Chain
|
|
Report |
SC027 - Match Exceptions Report by Department |
Helps users monitor, understand, and resolve vouchers that are currently in Match
Exception. Users can initially run the report by Department ID, and for further
granularity, they can also enter an Invoice Number, Vendor ID or Requester ID if
desired.
|
Team content > Finance, Facilities, and Research Administration Reports >
Central > Supply Chain
|
|
Report |
SC028 - Online Voucher Activity by DeptID |
Provides an easy method to track vouchers by department or tree node. The report
provides detailed information about
|
Team content > Finance, Facilities, and Research Administration Reports > School > Supply Chain |
|
Report |
SC029 - Open encumbrance Report (FM) |
Open encumbrance Report (FM) |
Team content > Finance, Facilities, and Research Administration Reports > Central > Facilities |
|
Report |
SC031 - Expense Report Approval Summary |
Used to view paid employee expense reports. This report includes relevant details about the expense report, including which supervisors it routed to and who applied the Supervisor approval. It does not display departmental chart string approvals for unpaid expense reports, which are visible in the SC026 - Expenses by Submission and Workflow Status |
Team content > Finance, Facilities, and Research Administration Reports > School > Supply Chain |
|
Report |
SC032 - Workflow Metrics Report |
The SC032 Workflow Metrics Report is used to review the total number of submitted and approved transactions along with the average approval time for Expense Reports, Requisitions, and Online Vouchers |
Team content > Finance, Facilities, and Research Administration Reports > School > Supply Chain |
|
Report |
SC034 - P-Card Activity Report |
SC034 is P-card transaction activity report or unreconciled and reconciled transactions by cardholder. |
Team content > Finance, Facilities, and Research Administration Reports >
Central > Supply Chain
|
|
Report |
SC035 - P-Card Summary Aging Report |
SC035 is a summary aging reporting providing a count of unreconciled and reconciled transactions separated by age of transaction < 30, between 30-60, 60-90 and over 90 and grouped by cardholder |
Team content > Finance, Facilities, and Research Administration Reports >
Central > Supply Chain
|
Granite
| Type | Name | Description | Path(s) |
|---|---|---|---|
|
Analysis |
Granite AdHoc Reports -- Neeraj to check |
Folder to store any ad-hoc reports created by ORIS team |
Team content > Granite Reporting > Granite Ad Hoc Reports |
|
Analysis |
Granite OLAP |
Analysis tool focused on analyzing Census data |
Team content > Granite OLAP |
|
Report |
Census: By Room - On Request |
Cage count, PI count for the species in the room |
Team content > Granite Reporting > Granite Reports |
|
Report |
Census: By Room - Scheduled |
Cage count, PI count for the species in the room |
Team content > Granite Reporting > Granite Reports |
|
Report |
Census: Cage Cards within Rooms |
Cage numbers by campus, room and species for a given date |
Team content > Granite Reporting > Granite Reports |
|
Report |
Census: Cages Scanned Out On Request |
Report for all the cages that are scanned out by special request |
Team content > Granite Reporting > Granite Reports |
|
Report |
Census: Cages Scanned Out Yesterday |
Report for all the cages that are scanned out yesterday |
Team content > Granite Reporting > Granite Reports |
|
Report |
Census: Campus |
Weekly report for all the cages that are scanned out for a given date |
Team content > Granite Reporting > Granite Reports |
|
Report |
Census: Campus (As of Prior Day) |
Weekly report for all the cages that are scanned out for the prior day |
Team content > Granite Reporting > Granite Reports |
|
Report |
Census: Campus with Drilldown to Rooms |
Cage count by campus, species with drill down capability by room and cage card |
Team content > Granite Reporting > Granite Reports |
|
Report |
Census: Detailed Monthly Care Day Count |
Monthly care day count for each PI |
Team content > Granite Reporting > Granite Reports |
|
Report |
Census: Detailed Monthly Care Day Count with Species |
Monthly care day count for each PI with species added to the output |
Team content > Granite Reporting > Granite Reports |
|
Report |
Census: Mice By Location For Capacity Reporting |
Mouse census of actual occupancy vs. practical capacity. Figures are used to report census numbers over time in a report to management used for planning purposes. Report is based on census from prior day. |
Team content > Granite Reporting > Granite Reports |
|
Report |
Census: Rooms with Drilldown to Cage Cards |
Cage count by species with drill down capabilities by cage card |
Team content > Granite Reporting > Granite Reports |
|
Report |
Data: PerDiem Snapshot in Cognos |
Snapshot of cage card counts and associated PI, cost center, cage card details for a given month |
Team content > Granite Reporting > Granite Reports |
|
Report |
Error Report: Combined Species Housing Mismatch Cage Card List - Request |
List mismatches between species and housing |
Team content > Granite Reporting > Granite Reports |
|
Report |
Error Report: Combined Species Housing Mismatch Cage Cards Weekly |
List mismatches between species and housing |
Team content > Granite Reporting > Granite Reports |
|
Report |
Protocols: Approved Addenda |
All addenda to the protocol approved for the selected time period |
Team content > Granite Reporting > Granite Reports |
|
Report |
Protocols: Approved Protocols on Request |
All protocols approved within the selected time period |
Team content > Granite Reporting > Granite Reports |
|
Report |
Protocols: Approved Protocols Weekly |
All protocols approved within the selected time period |
Team content > Granite Reporting > Granite Reports |
|
Report |
Protocols: Cage Cards for Protocols |
List of cage cards assigned to a Protocol and associated PI, location and chartstring |
Team content > Granite Reporting > Granite Reports |
|
Report |
Protocols: Current Active Protocol Counts by Department |
Current Active Protocol Counts by Department |
Team content > Granite Reporting > Granite Reports |
|
Report |
Protocols: Current Active Protocol PIs by Department |
Current Active Protocol PIs by Department |
Team content > Granite Reporting > Granite Reports |
|
Report |
Protocols: Current Active Protocols List |
Current Active Protocols List |
Team content > Granite Reporting > Granite Reports |
|
Report |
Protocols: Expired Protocols On Request |
List of Expired Protocols |
Team content > Granite Reporting > Granite Reports |
|
Report |
Protocols: Expired Protocols Weekly |
List of Expired Protocols |
Team content > Granite Reporting > Granite Reports |
|
Report |
Protocols: Inactivated Protocols On Request |
List of Inactivated Protocols |
Team content > Granite Reporting > Granite Reports |
|
Report |
Protocols: Inactivated Protocols Weekly |
List of Inactivated Protocols |
Team content > Granite Reporting > Granite Reports |
|
Report |
Protocols: Renewed Protocols On Request |
List of Renewed Protocols |
Team content > Granite Reporting > Granite Reports |
|
Report |
Protocols: Renewed Protocols Weekly |
List of Renewed Protocols |
Team content > Granite Reporting > Granite Reports |
|
Report |
Protocols: Renewed Protocols with link to cage cards |
List of cage cards linked to an old protocol that has been renewed |
Team content > Granite Reporting > Granite Reports |
|
Report |
Protocols: Rooms for Protocols |
List of rooms for the selected protocol |
Team content > Granite Reporting > Granite Reports |
|
Report |
Room Occupancy: PI cage counts within rooms as of yesterday |
Cage counts with housing information assigned to PI by rooms in the building / floor as of yesterday |
Team content > Granite Reporting > Granite Reports |
NUCore (NCR)
| Type | Name | Description | Path(s) |
|---|---|---|---|
|
Analysis |
NuCore Analysis |
Analysis tool focused on analyzing order details by CORE facility |
Team content > NUCore Analysis |
|
Report |
Revenue By Account Owner |
|
Team content > NUCore |
|
Report |
Revenue By Chartstring |
|
Team content > NUCore |
|
Report |
Services Summary |
|
Team content > NUCore |
Parking (PK)
| Type | Name | Description | Path(s) |
|---|---|---|---|
|
Report |
Citations with Amount Owed & Multiple Persons |
List of amount owed by citation with mulitple persons record. |
Team content > Parking |
|
Report |
Outstanding Permits With Broken Links |
List of permits of no valid person. |
Team content > Parking |
|
Report |
Permits issued to Multiple Persons |
List of permits witn multiple person assigned to it. |
Team content > Parking |
|
Report |
Owed Permits with No ID or Status |
List of permits with person without employee ID and/or status. |
Team content > Parking |
|
Report |
Unpaid Citations for Students |
List of unplaid citations of students. |
Team content > Parking |
|
Report |
Unpaid Permits for Employees |
List of unpaid permits by employees. |
Team content > Parking |
|
Report |
Unpaid Permits for Employees with non exporting status |
List of employees that has not paid for their permits. |
Team content > Parking |
|
Report |
Unpaid Permits for Students |
List of students that has not paid for their permit. |
Team content > Parking |
|
Report |
Wrong Number (Multiple) Persons for One Permit |
List of permits that is assigned to multiple persons. |
Team content > Parking |
|
Report |
Wrong Permits issued to Non-Salaried with Amount Due |
List of permits issued to non-employee with amount due. |
Team content > Parking |
|
Report |
Citations (Multiple) Active Faculty/Staff & Students |
List of mulitiple citations of active faculty, staff and students. |
Team content > Parking |
|
Report |
Permits (Multiple) Active Faculty/Staff & Students |
List of multiple permits of active faculty, staff and students. |
Team content > Parking |
|
Report |
Missing Permit Number |
List of missing sequence permits. |
Team content > Parking |
|
Report |
Unidentified Violators |
List of unidetifeid violators. |
Team content > Parking |
|
Report |
Returned NU Parking Permits |
List of permits returned. |
Team content > Parking |
Primary Management Unit (PMU)
| Type | Name | Description | Path(s) |
|---|---|---|---|
|
Report |
Lookup PMU |
Search for the PMU, Fasis Department, NU Financials Department or Academic Org to find PMU mappings |
Team contents > PMU |
|
Report |
PMU List by Area |
Look-up PMU information by Area |
Team contents > PMU |
|
Report |
PMU Organizational Data |
A complete listing of all PMU listings |
Team contents > PMU |
Student Admissions
| Type | Name | Description | Path(s) |
|---|---|---|---|
|
Query |
UGRD Admissions Application |
An ad hoc reporting tool that allows users to create reports combining various attributes of applicants who have applied to an undergraduate program at NU and their applications. |
Team content > SES Reporting > Undergraduate Admissions Reporting |
|
Query |
UGRD Student by Term Integrated Query |
An ad hoc reporting tool that allows users to create reports combining application attributes and student records information by term for students who are currently enrolled in an undergraduate program at NU. |
Team content > SES Reporting > Undergraduate Admissions Reporting |
|
Query |
UGRD Student Lifecycle Query |
An ad hoc reporting tool that allows users to create reports combining application attributes and student records information for students who have graduated from the undergraduate career. |
Team content > SES Reporting > Undergraduate Admissions Reporting |
Student Financials
| Type | Name | Description | Path(s) |
|---|---|---|---|
|
Report |
Accounting Summary Report |
Provides financial activity by chart fields / chart string(s) and program for a given date range. |
Team content > SES Reporting > Student Financials |
|
Report |
Financial Activity by Student |
All financial transactions for selected student(s) by term. |
Team content > SES Reporting > Student Financials |
Student Records
| Type | Name | Description | Path(s) |
|---|---|---|---|
|
Report |
CTEC001 - CTEC Report Responses By Course/Faculty |
CTEC question and responses by individual faculty member(s) (instructors & TA's),
|
Team content > SES Reporting > Student Records > Frequently Used Reports > CTEC |
|
Report |
CTEC002 - CTEC Report With Response Averages |
CTEC question response averages/rates by academic year, term, subject, and instructor
|
Team content > SES Reporting > Student Records > Frequently Used Reports > CTEC |
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Report |
CTEC003 - CTEC Teaching Assistant Report With Response Averages |
CTEC question response averages/rates by academic year, term, subject, and TA
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Team content > SES Reporting > Student Records > Frequently Used Reports > CTEC |
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Report |
SES001 - Academic Progress & Advisement Report by Major |
List of all classes/units taken & earned by term with GPA and total units for (program
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Team content > SES Reporting > Student Records >Frequently Used Reports |
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Report |
SES002 - Academic Progress & Advisement Report by Student |
List of all classes/units taken & earned by term with GPA and total units by individual
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Team content > SES Reporting > Student Records >Frequently Used Reports |
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Report |
SES003 - Class Enrollment Summary |
List of classes (by status), grouped by Academic Group and major or subject area. Option to specify enrollment threshold. Provides Enrollment detail, instructor, waitlist capacity, and class meeting info. |
Team content > SES Reporting > Student Records >Frequently Used Reports |
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Report |
SES004 - Class Enrollment Summary - Multi Terms by Class Section |
Summary of enrollment totals by school and subject for multiple terms. Enrollment totals display by course and section. |
Team content > SES Reporting > Student Records >Frequently Used Reports |
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Report |
SES005 - Class Enrollment Summary - Multi Terms by Course |
Summary of enrollment totals by school and subject for multiple terms. Enrollment totals display by course. |
Team content > SES Reporting > Student Records >Frequently Used Reports |
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Report |
SES006 - Class Enrollment Summary (real-time data) |
List of classes (by status), grouped by Academic Group and major or subject area.
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Team content > SES Reporting > Student Records >Frequently Used Reports |
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Report |
SES007 - Class Enrollment Summary by Student Career |
Summary of enrollment totals by school and term, with academic subject, catalog number, class section, and instructor. The enrollment totals are displayed in columnns by academic years. |
Team content > SES Reporting > Student Records >Frequently Used Reports |
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Report |
SES008 - Class Lists (real-time data) |
Class lists/rosters, by term, section type, subject area, and enrollment status (enrolled,
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Team content > SES Reporting > Student Records >Frequently Used Reports |
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Report |
SES009 - Class Lists by Department |
Class lists/rosters, by term, section type, subject area, and enrollment status (enrolled,
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Team content > SES Reporting > Student Records >Frequently Used Reports |
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Report |
SES010 - Class Lists by Instructor |
Class lists/rosters, by instructor, term, school, course, and enrollment status (enrolled,
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Team content > SES Reporting > Student Records >Frequently Used Reports |
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Report |
SES011 - Class Schedule by Instructor |
All courses/classes taught by instructor(s) by term(s), with meeting and enrollment
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Team content > SES Reporting > Student Records >Frequently Used Reports |
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Report |
SES012 - Combined Class Sections |
List of combined class sections by term and school, sorted by section combined ID; includes course ID, subject, catalog number, class section, course description, class number, and enrollment totals. |
Team content > SES Reporting > Student Records >Frequently Used Reports |
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Report |
SES013 - Course Offerings and Teaching Assignments - IR Version |
A more simplified "list" version of the "Course Offerings…" report (below) without the
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Team content > SES Reporting > Student Records > Frequently Used Reports > Course Offerings and Teaching Assignments |
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Report |
SES014 - Course Offerings and Teaching Assignments by Academic Department |
Course offerings and teaching assignments by department, course, academic year,
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Team content > SES Reporting > Student Records > Frequently Used Reports > Course Offerings and Teaching Assignments |
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Report |
SES015 - Faculty Teaching Assignments |
Teaching assignments by instructor, course, academic year, term, and section type
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Team content > SES Reporting > Student Records > Frequently Used Reports > Course Offerings and Teaching Assignments |
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Report |
SES016 - Grade Distribution Report |
Grade distribution by instructor (or course) for a particular course, academic year, and
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Team content > SES Reporting > Student Records > Frequently Used Reports > Course Offerings and Teaching Assignments |
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Report |
SES017 - Grade Distribution Report by Department |
Grade distribution by department for a particular course, academic year, and
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Team content > SES Reporting > Student Records > Frequently Used Reports > Course Offerings and Teaching Assignments |
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Report |
SES022 - Degrees Awarded by Plan |
List of degrees awarded in a given period of time. Optional prompts to include GPA and degree description in the report output. |
Team content > SES Reporting > Student Records >Frequently Used Reports |
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Report |
SES023 - Expected Grads by Plan |
List of expected graduates, by term and plan (major, minor, etc.) (Driven by Expected
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Team content > SES Reporting > Student Records >Frequently Used Reports |
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Report |
SES024 - Expected Grads by Program |
List of expected graduates, by term and program (Driven by Expected Graduation Term
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Team content > SES Reporting > Student Records >Frequently Used Reports |
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Report |
SES025 - Holds by Program |
List of students by term, career, service indicator (hold) that have service indicators
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Team content > SES Reporting > Student Records >Frequently Used Reports |
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Report |
SES026 - Incomplete Grades by Program |
List of students with incomplete grades, by term, career, and academic program. Run for one or more grades: K, No Grade, NR, X, or Y. The report does include non-graded sections. |
Team content > SES Reporting > Student Records > Frequently Used Reports > Course Offerings and Teaching Assignments |
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Report |
SES027 - Major Address List |
List report of students and addresses by term, plan (major, minor, etc.) (Optional
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Team content > SES Reporting > Student Records >Frequently Used Reports |
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Report |
SES028 - Major List - Address Labels |
Mailing address labels by term, career, address type (perm or curr), and plan (major,
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Team content > SES Reporting > Student Records >Frequently Used Reports |
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Report |
SES029 - Majors List by Program |
Inlcudes a summary table and detail lists of student majors by program and term. Optional prompts for career, academic load, program status, and whether or not to display GPA. Summary table is a count of students in each major. Subsequent pages provide student emplid, netid, name, email address, gender, level, career, program, plan, program status, expected grad term, cumulative credits, cumulative GPA, and academic load. |
Team content > SES Reporting > Student Records >Frequently Used Reports |
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Report |
SES030 - Majors List with Sub-Plan (real-time data) |
List of students by term and academic career, with plan and sub-plan information. Optional prompts to choose particular plans and sub-plans. Report displays emplid, netid, email, gender, level, career, program plan (including double majors, minors, and certificates), expected grad term, cumulative credits, cumulative GPA, and academic load. Data is refreshed up-to-the second. |
Team content > SES Reporting > Student Records >Frequently Used Reports |
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Report |
SES031 - Majors/Minors List by Plan |
List of students by term and academic plan(s) (major, minor, etc.) Optional prompt for career and program. Report output includes declare date |
Team content > SES Reporting > Student Records >Frequently Used Reports |
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Report |
SES032 - Majors/Minors List with Sub-Plan |
List of students by term and academic plan(s) (major, minor, etc.) by Plan and Sub-Plan. |
Team content > SES Reporting > Student Records >Frequently Used Reports |
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Report |
SES033 - Permission Numbers (real-time data) |
List of enrollment permission numbers by term, career, academic subject/department or class. Includes the emplid and name of each student who uses a permission number. Data is refreshed up-to-the second. |
Team content > SES Reporting > Student Records >Frequently Used Reports |
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Report |
SES034 - Program Active Students Not Enrolled |
List of students, by term, career, and program who are "Active" in their respective
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Team content > SES Reporting > Student Records >Frequently Used Reports |
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Report |
SES035 - Student Count by Career and Program |
Aggregate student counts (Male/Female, FT/PT, etc.), by term, school (academic
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Team content > SES Reporting > Student Records >Frequently Used Reports |
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Report |
Student Group Listing |
List of students by student group attribute, with emplid, netid, name, career, program, admit term, and expected grad term |
Team content > SES Reporting > Student Records >Frequently Used Reports |
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Report |
SES036 - Student List by Program |
List of students by term, career, and program with by‐program counts of gender,
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Team content > SES Reporting > Student Records >Frequently Used Reports |
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Report |
SES037 - Student Schedules (real-time data) |
List of students and their schedules, by term, career, and program (inlcudes term and cumulative statistics). Option to filter report by academic level. Data is refreshed up-to-the second. |
Team content > SES Reporting > Student Records >Frequently Used Reports |
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Report |
SES038 - Student Schedules by Major |
List of students and their schedules, by term and major (includes term and cumulative
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Team content > SES Reporting > Student Records >Frequently Used Reports |
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Report |
SES039 - Student Schedules by Program |
List of students and their schedules, by term and program (includes term and
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Team content > SES Reporting > Student Records >Frequently Used Reports |
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Report |
SES040 - Students By GPA |
Listing of students by term, career, and program (single or multiple) sorted by either
quarter or cumulative
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Team content > SES Reporting > Student Records >Frequently Used Reports |
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Report |
SES041 - Test Credit Summary |
A summary report for Test Credits for all the undergraduate students by program and test type for the selected ACAD years / terms |
Team content > SES Reporting > Student Records >Frequently Used Reports |
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Report |
SES042 - Transfer Credit Summary |
A summary report for Transfer Credits for the students by program for the selected ACAD years / terms |
Team content > SES Reporting > Student Records >Frequently Used Reports |
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Report |
SES043 - Undergraduate Cross-Registrations by School |
A summary report (with sub‐report detail) of UGRD students, by term, detailing the
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Team content > SES Reporting > Student Records >Frequently Used Reports |
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Report |
SES044 - Undergraduate Double Major List |
List of Undergraduate students who have multiple majors either in a single school or
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Team content > SES Reporting > Student Records >Frequently Used Reports |
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Report |
TGS001 - TGS Masters Students Filed for Graduation |
A list of Masters students (by program) for whom TGS has approved the submitted
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Team content > SES Reporting > Student Records > Frequently Used Reports > The Graduate School |
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Report |
TGS002 - TGS Masters Students Milestone Completion Status |
A list of Masters students (by program) for whom TGS has approved the Application for
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Team content > SES Reporting > Student Records > Frequently Used Reports > The Graduate School |
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Report |
TGS003 - TGS PhD Students Filed for Graduation |
A list of PhD students (by program) for whom TGS has approved the submitted
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Team content > SES Reporting > Student Records > Frequently Used Reports > The Graduate School |
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Report |
TGS004 - TGS PhD Students Milestone Completion Status |
A list of PhD students (by program) for whom TGS has approved the submitted
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Team content > SES Reporting > Student Records > Frequently Used Reports > The Graduate School |
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Report |
TGS005 - TGS Prospectus Report |
This report would allow the contact for each TGS program to see the status of all of their active students in their program. |
Team content > SES Reporting > Student Records > Frequently Used Reports > The Graduate School |
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Report |
TGS006 - TGS Qualifying Exam Report |
This report would allow the contact for each TGS program to see the status of all of their active students in their program. |
Team content > SES Reporting > Student Records > Frequently Used Reports > The Graduate School |
Undergraduate Student Transition
| Type | Name | Description | Path(s) |
|---|---|---|---|
|
Report |
UGRD001 - Student Performance by Course |
Team content > SES Reporting >Undergraduate Student Transition |
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Report |
UGRD002 - Student Comparison by Group |
Team content > SES Reporting >Undergraduate Student Transition |
|
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Report |
UGRD003 - Academic Year Study Group |
Team content > SES Reporting >Undergraduate Student Transition |
See Also:
For additional assistance please contact the IT Support Center at 847-491-4357 (1-HELP) option 2, or consultant@northwestern.edu.