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.

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

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

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

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

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

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

Team content ‎> Finance, Facilities, and Research Administration Reports ‎> School ‎> Monthly Financial‬

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

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

Team content ‎> Finance, Facilities, and Research Administration Reports ‎> Central > Facilities > Budget

Team content ‎> Finance, Facilities, and Research Administration Reports ‎> Central > Accounting Services

Team content ‎> Finance, Facilities, and Research Administration Reports ‎> School ‎> Budget/COA‬

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

Team content ‎> Finance, Facilities, and Research Administration Reports ‎> Central > Facilities > Budget

Team content ‎> Finance, Facilities, and Research Administration Reports ‎> Central > Accounting Services

Team content ‎> Finance, Facilities, and Research Administration Reports ‎> School ‎> Budget/COA‬

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

Team content ‎> Finance, Facilities, and Research Administration Reports ‎> Central > Facilities > Budget

Team content ‎> Finance, Facilities, and Research Administration Reports ‎> Central > Accounting Services

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

Team content ‎> Finance, Facilities, and Research Administration Reports ‎> Central > Facilities > Budget

Team content ‎> Finance, Facilities, and Research Administration Reports ‎> Central > Accounting Services

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

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

Team content ‎> Finance, Facilities, and Research Administration Reports ‎> Central > Voyager

Team content ‎> Finance, Facilities, and Research Administration Reports ‎> Central > Facilities > Budget

Team content ‎> Finance, Facilities, and Research Administration Reports ‎> School ‎> Budget/COA‬

Report

GE002 - Transactional data file: Pre-Encumbrance detail

Team content ‎> Finance, Facilities, and Research Administration Reports ‎> Central > Facilities > Transactional Data Files

Team content ‎> Finance, Facilities, and Research Administration Reports ‎> Central > Voyager

Team content ‎> Finance, Facilities, and Research Administration Reports ‎> Central > Facilities > Budget

Team content ‎> Finance, Facilities, and Research Administration Reports ‎> School ‎> Budget/COA‬

Team content ‎> Finance, Facilities, and Research Administration Reports ‎> School ‎> Monthly Financial‬

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

Team content ‎> Finance, Facilities, and Research Administration Reports ‎> Central > Voyager

Team content ‎> Finance, Facilities, and Research Administration Reports ‎> Central > Facilities > Budget

Team content ‎> Finance, Facilities, and Research Administration Reports ‎> School ‎> Budget/COA‬

Team content ‎> Finance, Facilities, and Research Administration Reports ‎> School ‎> Monthly Financial‬

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

Team content ‎> Finance, Facilities, and Research Administration Reports ‎> Central > Voyager

Team content ‎> Finance, Facilities, and Research Administration Reports ‎> Central > Facilities > Budget

Team content ‎> Finance, Facilities, and Research Administration Reports ‎> School ‎> Budget/COA‬

Team content ‎> Finance, Facilities, and Research Administration Reports ‎> School ‎> Monthly Financial‬

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

Team content ‎> Finance, Facilities, and Research Administration Reports ‎> Central > Voyager

Team content ‎> Finance, Facilities, and Research Administration Reports ‎> Central > Facilities > Budget

Team content ‎> Finance, Facilities, and Research Administration Reports ‎> School ‎> Budget/COA‬

Team content ‎> Finance, Facilities, and Research Administration Reports ‎> School ‎> Monthly Financial‬

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

Team content ‎> Finance, Facilities, and Research Administration Reports ‎> Central > Supply Chain

Team content ‎> Finance, Facilities, and Research Administration Reports ‎> Central > Sponsored Programs Management

Team content ‎> Finance, Facilities, and Research Administration Reports ‎> Central > Facilities > Budget

Team content ‎> Finance, Facilities, and Research Administration Reports ‎> Central > Accounting Services

Team content ‎> Finance, Facilities, and Research Administration Reports ‎> School ‎> Budget/COA‬

Team content ‎> Finance, Facilities, and Research Administration Reports ‎> School ‎> Monthly Financial‬

Report

GE008 - Department Workflow Approval Security Profile

Shows NUFinancials Workflow Approver information for a given department or department values within a node.


Team content ‎> Finance, Facilities, and Research Administration Reports ‎> Central > Supply Chain

Team content ‎> Finance, Facilities, and Research Administration Reports ‎> Central > Sponsored Programs Management

Team content ‎> Finance, Facilities, and Research Administration Reports ‎> Central > Facilities > Budget

Team content ‎> Finance, Facilities, and Research Administration Reports ‎> Central > Accounting Services

Team content ‎> Finance, Facilities, and Research Administration Reports ‎> School ‎> Budget/COA‬

Team content ‎> Finance, Facilities, and Research Administration Reports ‎> School ‎> Monthly Financial‬

Report

GE010 - Department Data Security Profile

Shows NUFinancials Row Level Security information for a given department or department values within a node.


Team content ‎> Finance, Facilities, and Research Administration Reports ‎> Central > Supply Chain

Team content ‎> Finance, Facilities, and Research Administration Reports ‎> Central > Sponsored Programs Management

Team content ‎> Finance, Facilities, and Research Administration Reports ‎> Central > Facilities > Budget

Team content ‎> Finance, Facilities, and Research Administration Reports ‎> Central > Accounting Services

Team content ‎> Finance, Facilities, and Research Administration Reports ‎> School ‎> Budget/COA‬

Team content ‎> Finance, Facilities, and Research Administration Reports ‎> School ‎> Monthly Financial‬

Report

GE011 - Project Workflow Approval Security Profile

Project Workflow Approval Security Profile


Team content ‎> Finance, Facilities, and Research Administration Reports ‎> Central > Supply Chain

Team content ‎> Finance, Facilities, and Research Administration Reports ‎> Central > Sponsored Programs Management

Team content ‎> Finance, Facilities, and Research Administration Reports ‎> Central > Facilities > Budget

Team content ‎> Finance, Facilities, and Research Administration Reports ‎> Central > Accounting Services

Team content ‎> Finance, Facilities, and Research Administration Reports ‎> School ‎> Budget/COA‬

Team content ‎> Finance, Facilities, and Research Administration Reports ‎> School ‎> Monthly Financial‬

Report

GE012 - Project Data Security Profile

Project Data Security Profile


Team content ‎> Finance, Facilities, and Research Administration Reports ‎> Central > Supply Chain

Team content ‎> Finance, Facilities, and Research Administration Reports ‎> Central > Sponsored Programs Management

Team content ‎> Finance, Facilities, and Research Administration Reports ‎> Central > Facilities > Budget

Team content ‎> Finance, Facilities, and Research Administration Reports ‎> Central > Accounting Services

Team content ‎> Finance, Facilities, and Research Administration Reports ‎> School ‎> Budget/COA‬

Team content ‎> Finance, Facilities, and Research Administration Reports ‎> School ‎> Monthly Financial‬

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

Team content ‎> Finance, Facilities, and Research Administration Reports ‎> School ‎> Budget/COA‬

Team content ‎> Finance, Facilities, and Research Administration Reports ‎> School ‎> Monthly Financial‬

Report

GL003 - Off Cycle Budget Changes Report(Year-to-date)

Provides off-cycle changes to the budget/commitment control
ledger. This report also includes information about the recurring/non-recurring nature of the changes.

Team content ‎> Finance, Facilities, and Research Administration Reports ‎> Central > Facilities > Budget

Team content ‎> Finance, Facilities, and Research Administration Reports ‎> School ‎> Budget/COA‬

Report

GL004 - Off Cycle Budget Changes Report(Month-to-date)

Includes off-cycle changes to the budget/commitment control
ledger. This report also includes information about the recurring/non-recurring nature of the changes.

Team content ‎> Finance, Facilities, and Research Administration Reports ‎> Central > Facilities > Budget

Team content ‎> Finance, Facilities, and Research Administration Reports ‎> School ‎> Budget/COA‬

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

Team content ‎> Finance, Facilities, and Research Administration Reports ‎> Central > Voyager

Team content ‎> Finance, Facilities, and Research Administration Reports ‎> Central > Supply Chain

Team content ‎> Finance, Facilities, and Research Administration Reports ‎> Central > Facilities > Budget

Team content ‎> Finance, Facilities, and Research Administration Reports ‎> Central > Accounting Services

Team content ‎> Finance, Facilities, and Research Administration Reports ‎> School ‎> Budget/COA‬

Team content ‎> Finance, Facilities, and Research Administration Reports ‎> School ‎> Monthly Financial‬

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

Team content ‎> Finance, Facilities, and Research Administration ‎Reports > Central > Voyager

Team content ‎> Finance, Facilities, and Research Administration Reports ‎> Central > Facilities > Budget

Team content ‎> Finance, Facilities, and Research Administration Reports ‎> Central > Accounting Services

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

Team content ‎> Finance, Facilities, and Research Administration Reports ‎> Central > Voyager

Team content ‎> Finance, Facilities, and Research Administration Reports ‎> Central > Supply Chain

Team content ‎> Finance, Facilities, and Research Administration Reports ‎> Central > Sponsored Programs Management

Team content ‎> Finance, Facilities, and Research Administration Reports ‎> Central > Facilities > Budget

Team content ‎> Finance, Facilities, and Research Administration Reports ‎> Central > Accounting Services

Team content ‎> Finance, Facilities, and Research Administration Reports ‎> School ‎> Budget/COA‬

Team content ‎> Finance, Facilities, and Research Administration Reports ‎> School ‎> Monthly Financial‬

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

Team content ‎> Finance, Facilities, and Research Administration Reports ‎> School ‎> Budget/COA‬

Team content ‎> Finance, Facilities, and Research Administration Reports ‎> School ‎> Monthly Financial‬

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

Team content ‎> Finance, Facilities, and Research Administration Reports ‎> School ‎> Budget/COA‬

Team content ‎> Finance, Facilities, and Research Administration Reports ‎> School ‎> Monthly Financial‬

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

Team content ‎> Finance, Facilities, and Research Administration Reports ‎> School ‎> Budget/COA‬

Team content ‎> Finance, Facilities, and Research Administration Reports ‎> School ‎> Monthly Financial‬

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

Team content ‎> Finance, Facilities, and Research Administration Reports ‎> Central > Facilities > Budget

Team content ‎> Finance, Facilities, and Research Administration Reports ‎> Central > Accounting Services

Team content ‎> Finance, Facilities, and Research Administration Reports ‎> School ‎> Budget/COA‬

Team content ‎> Finance, Facilities, and Research Administration Reports ‎> School ‎> Monthly Financial‬

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

Team content ‎> Finance, Facilities, and Research Administration Reports ‎> School ‎> Monthly Financial‬

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

Team content ‎> Finance, Facilities, and Research Administration Reports ‎> Central > Accounting Services

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

Team content ‎> Finance, Facilities, and Research Administration Reports ‎> School ‎> Monthly Financial‬

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

Team content ‎> Finance, Facilities, and Research Administration Reports ‎> Central > Facilities > Budget

Team content ‎> Finance, Facilities, and Research Administration Reports ‎> School ‎> Budget/COA‬

Team content ‎> Finance, Facilities, and Research Administration Reports ‎> School ‎> Monthly Financial‬

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

Team content ‎> Finance, Facilities, and Research Administration Reports ‎> Central > Facilities > Budget

Team content ‎> Finance, Facilities, and Research Administration Reports ‎> School ‎> Budget/COA‬

Team content ‎> Finance, Facilities, and Research Administration Reports ‎> School ‎> Monthly Financial‬

Team content ‎> Finance, Facilities, and Research Administration Reports ‎> School ‎> 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.

The report also provides Start and Stop Dates for projects, so that people can validate that the expense that they wish to charge to a chart string falls within the valid period of the project.

Team content ‎> Finance, Facilities, and Research Administration Reports ‎> Central > Facilities > Billing

Team content ‎> Finance, Facilities, and Research Administration Reports ‎> Central > Voyager

Team content ‎> Finance, Facilities, and Research Administration Reports ‎> Central > Facilities > Budget

Team content ‎> Finance, Facilities, and Research Administration Reports ‎> School ‎> Budget/COA‬

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

Team content ‎> Finance, Facilities, and Research Administration Reports ‎> Central > Voyager

Team content ‎> Finance, Facilities, and Research Administration Reports ‎> Central > Supply Chain

Team content ‎> Finance, Facilities, and Research Administration Reports ‎> Central > Sponsored Programs Management

Team content ‎> Finance, Facilities, and Research Administration Reports ‎> Central > Facilities > Budget

Team content ‎> Finance, Facilities, and Research Administration Reports ‎> Central > Accounting Services

Team content ‎> Finance, Facilities, and Research Administration Reports ‎> School ‎> Budget/COA‬

Team content ‎> Finance, Facilities, and Research Administration Reports ‎> School ‎> Monthly Financial‬

Team content ‎> Finance, Facilities, and Research Administration Reports ‎> School ‎> Sponsored Programs Management‬

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

Team content ‎> Finance, Facilities, and Research Administration Reports ‎> Central > Voyager

Team content ‎> Finance, Facilities, and Research Administration Reports ‎> Central > Supply Chain

Team content ‎> Finance, Facilities, and Research Administration Reports ‎> Central > Sponsored Programs Management

Team content ‎> Finance, Facilities, and Research Administration Reports ‎> Central > Facilities > Budget

Team content ‎> Finance, Facilities, and Research Administration Reports ‎> Central > Accounting Services

Team content ‎> Finance, Facilities, and Research Administration Reports ‎> School ‎> Budget/COA‬

Team content ‎> Finance, Facilities, and Research Administration Reports ‎> School ‎> Monthly Financial‬

Team content ‎> Finance, Facilities, and Research Administration Reports ‎> School ‎> Sponsored Programs Management‬

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

Team content ‎> Finance, Facilities, and Research Administration Reports ‎> Central > Voyager

Team content ‎> Finance, Facilities, and Research Administration Reports ‎> Central > Supply Chain

Team content ‎> Finance, Facilities, and Research Administration Reports ‎> Central > Sponsored Programs Management

Team content ‎> Finance, Facilities, and Research Administration Reports ‎> Central > Facilities > Budget

Team content ‎> Finance, Facilities, and Research Administration Reports ‎> Central > Accounting Services

Team content ‎> Finance, Facilities, and Research Administration Reports ‎> School ‎> Budget/COA‬

Team content ‎> Finance, Facilities, and Research Administration Reports ‎> School ‎> Monthly Financial‬

Team content ‎> Finance, Facilities, and Research Administration Reports ‎> School ‎> Sponsored Programs Management‬

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

Team content ‎> Finance, Facilities, and Research Administration Reports ‎> Central > Voyager

Team content ‎> Finance, Facilities, and Research Administration Reports ‎> Central > Supply Chain

Team content ‎> Finance, Facilities, and Research Administration Reports ‎> Central > Sponsored Programs Management

Team content ‎> Finance, Facilities, and Research Administration Reports ‎> Central > Facilities > Budget

Team content ‎> Finance, Facilities, and Research Administration Reports ‎> Central > Accounting Services

Team content ‎> Finance, Facilities, and Research Administration Reports ‎> School ‎> Budget/COA‬

Team content ‎> Finance, Facilities, and Research Administration Reports ‎> School ‎> Monthly Financial‬

Team content ‎> Finance, Facilities, and Research Administration Reports ‎> School ‎> Sponsored Programs Management‬

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

Team content ‎> Finance, Facilities, and Research Administration Reports ‎> Central > Voyager

Team content ‎> Finance, Facilities, and Research Administration Reports ‎> Central > Supply Chain

Team content ‎> Finance, Facilities, and Research Administration Reports ‎> Central > Sponsored Programs Management

Team content ‎> Finance, Facilities, and Research Administration Reports ‎> Central > Facilities > Budget

Team content ‎> Finance, Facilities, and Research Administration Reports ‎> Central > Accounting Services

Team content ‎> Finance, Facilities, and Research Administration Reports ‎> School ‎> Budget/COA‬

Team content ‎> Finance, Facilities, and Research Administration Reports ‎> School ‎> Monthly Financial‬

Team content ‎> Finance, Facilities, and Research Administration Reports ‎> School ‎> Sponsored Programs Management‬

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

Team content ‎> Finance, Facilities, and Research Administration Reports ‎> Central > Voyager

Team content ‎> Finance, Facilities, and Research Administration Reports ‎> Central > Supply Chain

Team content ‎> Finance, Facilities, and Research Administration Reports ‎> Central > Sponsored Programs Management

Team content ‎> Finance, Facilities, and Research Administration Reports ‎> Central > Facilities > Budget

Team content ‎> Finance, Facilities, and Research Administration Reports ‎> Central > Accounting Services

Team content ‎> Finance, Facilities, and Research Administration Reports ‎> School ‎> Budget/COA‬

Team content ‎> Finance, Facilities, and Research Administration Reports ‎> School ‎> Monthly Financial‬

Team content ‎> Finance, Facilities, and Research Administration Reports ‎> School ‎> Sponsored Programs Management‬

Report

GL074 - Financial Summary with Management Level & Project Purpose

Extends the functionality present in the GL068-GL071 range of reports.
- Using the new Management Level attribute, allows you to group your chart strings into classifications consistent with how funds in your area are managed.
- Available Management Level values will be Dean/VP Administration, Department Chair/Unit Head, PI/Faculty, Program/Center, and Other.

Team content ‎> Finance, Facilities, and Research Administration Reports ‎> Central > Facilities > Financial Summaries

Team content ‎> Finance, Facilities, and Research Administration Reports ‎> Central > Voyager

Team content ‎> Finance, Facilities, and Research Administration Reports ‎> Central > Supply Chain

Team content ‎> Finance, Facilities, and Research Administration Reports ‎> Central > Sponsored Programs Management

Team content ‎> Finance, Facilities, and Research Administration Reports ‎> Central > Facilities > Budget

Team content ‎> Finance, Facilities, and Research Administration Reports ‎> Central > Accounting Services

Team content ‎> Finance, Facilities, and Research Administration Reports ‎> School ‎> Budget/COA‬

Team content ‎> Finance, Facilities, and Research Administration Reports ‎> School ‎> Monthly Financial‬

Team content ‎> Finance, Facilities, and Research Administration Reports ‎> School ‎> Sponsored Programs Management‬

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

‪Team content ‎> Finance Facilities and Research Administration ‎> Central ‎> Accounting Services‬

‪Team content ‎> Finance Facilities and Research Administration ‎> School ‎> Monthly Financial‬

‪Team content ‎> Finance Facilities and Research Administration ‎> Central ‎> Budget‬

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.
Please note: The direct costs on this report may vary from the GM045 - Sponsored Project Budget Statement because this report does NOT include budget-checked expenses that have not yet been approved.

Team content ‎> Finance, Facilities, and Research Administration Reports ‎> Central > Sponsored Programs Management

Team content ‎> Finance, Facilities, and Research Administration Reports ‎> School ‎> 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

Team content ‎> Finance, Facilities, and Research Administration Reports ‎> School ‎> 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.

This report will allow GCFAs and management to monitor project budgets that may exceed Awarded amounts and follow-up with the Award PI who is responsible for all expenditures on all projects under a particular award

Team content ‎> Finance, Facilities, and Research Administration Reports ‎> Central > Sponsored Programs Management

Team content ‎> Finance, Facilities, and Research Administration Reports ‎> School ‎> Sponsored Programs Manageme

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

Team content ‎> Finance, Facilities, and Research Administration Reports ‎> School ‎> 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

Team content ‎> Finance, Facilities, and Research Administration Reports ‎> School ‎> 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

Team content ‎> Finance, Facilities, and Research Administration Reports ‎> School ‎> 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.
- The first level report displays balances for active projects including direct and indirect expenditures as well as encumbrances by department and/or principal investigator.
- The second level report drills through into the Budget Overview for a particular project which breaks out the available balance by sponsor and cost share commitments. Each balance is then broken out by budget category (includes expenses and encumbrances).

Team content ‎> Finance, Facilities, and Research Administration Reports ‎> Central > Sponsored Programs Management

Team content ‎> Finance, Facilities, and Research Administration Reports ‎> School ‎> 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

Team content ‎> Finance, Facilities, and Research Administration Reports ‎> School ‎> 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

Team content ‎> Finance, Facilities, and Research Administration Reports ‎> InfoEd Reports > Negotiation Reports - OSR

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

Team content ‎> Finance, Facilities, and Research Administration Reports ‎> School ‎> 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

Team content ‎> Finance, Facilities, and Research Administration Reports ‎> Central > Accounting Services

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

Team content ‎> Finance, Facilities, and Research Administration Reports ‎> School ‎> 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

Team content ‎> Finance, Facilities, and Research Administration Reports ‎> School ‎> 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

Team content ‎> Finance, Facilities, and Research Administration Reports ‎> School ‎> 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

Team content ‎> Finance, Facilities, and Research Administration Reports ‎> School ‎> Sponsored Programs Management‬

Report

GM095 - Clinical Trial Actuals Balance Report

Report Objectives and Benefits
The creation of this report will benefit the University by reducing the amount of time needed to assemble information from various other financial reports. Providing this information in a single report will also reduce the losses sustained by not invoicing clinical sponsors in a timely manner. Additionally, there are time limits for invoicing sponsors of clinical trials and this report will assist in managing invoices within those time limits.

Team content ‎> Finance, Facilities, and Research Administration Reports ‎> Central > Sponsored Programs Management

Team content ‎> Finance, Facilities, and Research Administration Reports ‎> School ‎> Sponsored Programs Management‬

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

Team content ‎> Finance, Facilities, and Research Administration Reports ‎> School ‎> 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.
Helps users understand why encumbrances associated with certain purchase orders are still open. It 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

Team content ‎> Finance, Facilities, and Research Administration Reports ‎> School ‎> Monthly Financial‬

Team content ‎> Finance, Facilities, and Research Administration Reports ‎> School ‎> 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

Team content ‎> Finance, Facilities, and Research Administration Reports ‎> School ‎> 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

Team content ‎> Finance, Facilities, and Research Administration Reports ‎> Central > Accounting Services

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

Team content ‎> Finance, Facilities, and Research Administration Reports ‎> School ‎> Supply Chain‬

Report

SC025 - Vendor Info Query - Expanded Search

Allows users to search for vendors by multiple criteria. Returns results such as:
- Vendor Status
- Classification
- Open for Ordering
- Effective Status

Team content ‎> Finance, Facilities, and Research Administration Reports ‎> Central > Supply Chain

Team content ‎> Finance, Facilities, and Research Administration Reports ‎> School ‎> 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

Team content ‎> Finance, Facilities, and Research Administration Reports ‎> School ‎> 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.
The report displays information about the Voucher and Purchase Order and indicates what the specific Match Exception is between these two transaction types.
It helps users understand the reasons for the Match Exception which they can either act on themselves by entering a receipt, contact PRS if a Change Order is needed or contact AP to follow-up on invoice issues.

Team content ‎> Finance, Facilities, and Research Administration Reports ‎> Central > Supply Chain

Team content ‎> Finance, Facilities, and Research Administration Reports ‎> School ‎> 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
vouchers including voucher status, payment information, and voucher chart string details for help with budget reconciliation.

Report will be most useful for voucher approvers, users, and individuals with budget responsibilities.

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

Team content ‎> Finance, Facilities, and Research Administration Reports ‎> School ‎> 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

Team content ‎> Finance, Facilities, and Research Administration Reports ‎> School ‎> Supply Chain‬

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

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

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

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

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

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

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),
academic year, term, and course

‪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
(includes instructor and course detail, enrolled count, etc.)

‪Team content ‎> SES Reporting ‎> Student Records ‎> Frequently Used Reports ‎> CTEC‬

Report

CTEC003 - CTEC Teaching Assistant Report With Response Averages

CTEC question response averages/rates by academic year, term, subject, and TA
(includes TA and course detail, enrolled count, etc.)

‪Team content ‎> SES Reporting ‎> Student Records ‎> Frequently Used Reports ‎> CTEC‬

Report

SES001 - Academic Progress & Advisement Report by Major

List of all classes/units taken & earned by term with GPA and total units for (program
active) students in a particular major(s) ‐ commonly referred to as an "unofficial
transcript"

Team content ‎> SES Reporting ‎> Student Records ‎>Frequently Used Reports‬

Report

SES002 - Academic Progress & Advisement Report by Student

List of all classes/units taken & earned by term with GPA and total units by individual
student(s) ‐ commonly referred to as an "unofficial transcript"

Team content ‎> SES Reporting ‎> Student Records ‎>Frequently Used Reports‬

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

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

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

Report

SES006 - Class Enrollment Summary (real-time data)

List of classes (by status), grouped by Academic Group and major or subject area.
Provides enrollment detail, instructor, class meeting info, combined sections, and waitlist capacity.
Data is refreshed up-to-the second.

Team content ‎> SES Reporting ‎> Student Records ‎>Frequently Used Reports‬

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

Report

SES008 - Class Lists (real-time data)

Class lists/rosters, by term, section type, subject area, and enrollment status (enrolled,
dropped, etc.) Enrollment status is multi-select. Option to display or hide email.
Report retrieves "live" production data.

Team content ‎> SES Reporting ‎> Student Records ‎>Frequently Used Reports‬

Report

SES009 - Class Lists by Department

Class lists/rosters, by term, section type, subject area, and enrollment status (enrolled,
dropped, etc.) (Contains option to include or exclude SCS classes)

Team content ‎> SES Reporting ‎> Student Records ‎>Frequently Used Reports‬

Report

SES010 - Class Lists by Instructor

Class lists/rosters, by instructor, term, school, course, and enrollment status (enrolled,
dropped, etc.)

Team content ‎> SES Reporting ‎> Student Records ‎>Frequently Used Reports‬

Report

SES011 - Class Schedule by Instructor

All courses/classes taught by instructor(s) by term(s), with meeting and enrollment
information (includes optional prompt for Academic Group)

Team content ‎> SES Reporting ‎> Student Records ‎>Frequently Used Reports‬

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

Report

SES013 - Course Offerings and Teaching Assignments - IR Version

A more simplified "list" version of the "Course Offerings…" report (below) without the
CTEC & Grade Distribution report links, that was designed to be easier to download to
Microsoft Excel

Team content ‎> SES Reporting ‎> Student Records ‎> Frequently Used Reports ‎> Course Offerings and Teaching Assignments‬

Report

SES014 - Course Offerings and Teaching Assignments by Academic Department

Course offerings and teaching assignments by department, course, academic year,
term, and section type (includes instructor(s), course, enrolled count, etc.) This report
also includes links to individual and overall CTEC and Grade Distribution reports

Team content ‎> SES Reporting ‎> Student Records ‎> Frequently Used Reports ‎> Course Offerings and Teaching Assignments‬

Report

SES015 - Faculty Teaching Assignments

Teaching assignments by instructor, course, academic year, term, and section type
(includes course detail, TA's, enrolled count, etc.) This report also includes links to
individual and overall CTEC and Grade Distribution reports

Team content ‎> SES Reporting ‎> Student Records ‎> Frequently Used Reports ‎> Course Offerings and Teaching Assignments‬

Report

SES016 - Grade Distribution Report

Grade distribution by instructor (or course) for a particular course, academic year, and
term. Includes the ability to display results by grade letter or grade points

Team content ‎> SES Reporting ‎> Student Records ‎> Frequently Used Reports ‎> Course Offerings and Teaching Assignments‬

Report

SES017 - Grade Distribution Report by Department

Grade distribution by department for a particular course, academic year, and
term. Includes the ability to display results by grade letter or grade points

Team content ‎> SES Reporting ‎> Student Records ‎> Frequently Used Reports ‎> Course Offerings and Teaching Assignments‬

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

Report

SES023 - Expected Grads by Plan

List of expected graduates, by term and plan (major, minor, etc.) (Driven by Expected
Graduation Term field)

Team content ‎> SES Reporting ‎> Student Records ‎>Frequently Used Reports‬

Report

SES024 - Expected Grads by Program

List of expected graduates, by term and program (Driven by Expected Graduation Term
field)

Team content ‎> SES Reporting ‎> Student Records ‎>Frequently Used Reports‬

Report

SES025 - Holds by Program

List of students by term, career, service indicator (hold) that have service indicators
(holds) applied to their student record (Optional prompts for Exp Grad Term, Program,
& Svc Indicator Reason)

Team content ‎> SES Reporting ‎> Student Records ‎>Frequently Used Reports‬

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

Report

SES027 - Major Address List

List report of students and addresses by term, plan (major, minor, etc.) (Optional
prompt for Career)

Team content ‎> SES Reporting ‎> Student Records ‎>Frequently Used Reports‬

Report

SES028 - Major List - Address Labels

Mailing address labels by term, career, address type (perm or curr), and plan (major,
minor, etc.)

Team content ‎> SES Reporting ‎> Student Records ‎>Frequently Used Reports‬

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

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

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

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

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

Report

SES034 - Program Active Students Not Enrolled

List of students, by term, career, and program who are "Active" in their respective
programs, but are not enrolled in classes

Team content ‎> SES Reporting ‎> Student Records ‎>Frequently Used Reports‬

Report

SES035 - Student Count by Career and Program

Aggregate student counts (Male/Female, FT/PT, etc.), by term, school (academic
group), and program

Team content ‎> SES Reporting ‎> Student Records ‎>Frequently Used Reports‬

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

Report

SES036 - Student List by Program

List of students by term, career, and program with by‐program counts of gender,
citizenship, ethnicity, and degree

Team content ‎> SES Reporting ‎> Student Records ‎>Frequently Used Reports‬

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

Report

SES038 - Student Schedules by Major

List of students and their schedules, by term and major (includes term and cumulative
statistics)

Team content ‎> SES Reporting ‎> Student Records ‎>Frequently Used Reports‬

Report

SES039 - Student Schedules by Program

List of students and their schedules, by term and program (includes term and
cumulative statistics)

Team content ‎> SES Reporting ‎> Student Records ‎>Frequently Used Reports‬

Report

SES040 - Students By GPA

Listing of students by term, career, and program (single or multiple) sorted by either quarter or cumulative
GPA. Optional prompt for academic level.

Team content ‎> SES Reporting ‎> Student Records ‎>Frequently Used Reports‬

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

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

Report

SES043 - Undergraduate Cross-Registrations by School

A summary report (with sub‐report detail) of UGRD students, by term, detailing the
students from which home school are taking classes in the other UGRD schools

Team content ‎> SES Reporting ‎> Student Records ‎>Frequently Used Reports‬

Report

SES044 - Undergraduate Double Major List

List of Undergraduate students who have multiple majors either in a single school or
across multiple schools (optional prompt filter for plan type)

Team content ‎> SES Reporting ‎> Student Records ‎>Frequently Used Reports‬

Report

TGS001 - TGS Masters Students Filed for Graduation

A list of Masters students (by program) for whom TGS has approved the submitted
Application for Degree Form

Team content ‎> SES Reporting ‎> Student Records ‎> Frequently Used Reports ‎> The Graduate School‬

Report

TGS002 - TGS Masters Students Milestone Completion Status

A list of Masters students (by program) for whom TGS has approved the Application for
Degree Form and who have completed all degree requirements (e.g. those slated to
receive the degree).

Team content ‎> SES Reporting ‎> Student Records ‎> Frequently Used Reports ‎> The Graduate School‬

Report

TGS003 - TGS PhD Students Filed for Graduation

A list of PhD students (by program) for whom TGS has approved the submitted
Application for Degree Form

Team content ‎> SES Reporting ‎> Student Records ‎> Frequently Used Reports ‎> The Graduate School‬

Report

TGS004 - TGS PhD Students Milestone Completion Status

A list of PhD students (by program) for whom TGS has approved the submitted
Application for Degree Form and who have completed all degree requirements (e.g.
those slated to receive the degree)

Team content ‎> SES Reporting ‎> Student Records ‎> Frequently Used Reports ‎> The Graduate School‬

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

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

Type Name Description Path(s)

Report

UGRD001 - Student Performance by Course

Team content > SES Reporting ‎>Undergraduate Student Transition

Report

UGRD002 - Student Comparison by Group

Team content > SES Reporting ‎>Undergraduate Student Transition

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.




Keywords:Cognos, Analytics "Self Service" GL GM FM SC AM "Alumni Relations and Development" ARD CUFS Effort Reporting ER Endowment myHR "Asset Management" "Facilities Management" "General Ledger" "Grants Management" "Supply Chain" NUCore PMU "Primary Management Unit" "Student Admissions" "Student Financials" Student Records   Doc ID:82020
Owner:Enterprise Reporting & Analytics .Group:Northwestern
Created:2018-05-01 15:11 CDTUpdated:2019-08-09 08:30 CDT
Sites:Northwestern
Feedback:  5   2