Cognos Reports
A variety of research-related reports are useful for award management. More information on available Cognos reports related to sponsored project management is available on the NUIT InfoEd Report Inventory website and the NUIT Cognos Resources page.
Award Set-Up
GM033 Project Account Summary (PAS)
Navigation: School > Sponsored Programs Management
- Prepared and distributed by OSR to notify PIs and Administrators that a new award has been set up in NUFinancials. The PAS notifies PIs that spending can begin on the project. The PAS is also used to notify PIs of key changes to existing projects. Basic demographic data is displayed along with the posted budget amounts broken out by account and activity. The Appropriation Notes provide a summary of key terms and conditions. This report is sent to the PI/department at award set-up but can be run at any time by the department.
Effort
ER001 - Committed and Certified Effort
Navigation: Finance Facilities and Research Administration > School > Effort Reporting > ER001 - Committed and Certified Effort
- Shows both committed and certified effort. This report includes effort data for anyone at the University and may be run for a set of employees, projects, or departments. Includes data from Fiscal Year 2014 and later.
Reconciliation
GM044 Sponsored Project Portfolio
Navigation: School > Sponsored Programs Management
- View budget balances by project with drill down to balances by budget category. The report displays balances for active projects including direct and indirect expenditures and encumbrances. The report can be run by department or PI.
GM045 Sponsored Project Budget Statement
Navigation: School > Sponsored Programs Management
- View the status of direct and indirect expenditures against the total budget amount along with project demographic data. Amounts are summarized by account code and broken out by Current Accounting Period, Fiscal Year to Date, and Inception to Date.
GL008 Revenue and Expense Activity
Navigation: School > Sponsored Programs Management
- This report shows all transactions on a project for a budget period. The report is run in conjunction with the GM045 during the monthly budget reconciliation process.
Payroll Expense Distribution (PED)
Navigation: myHR Reporting > Payroll Expense Distribution > PED by Chart of Accounts-Summary
- This report shows payroll data organized by chartstring. Can be filtered for month, fiscal year, fund, department, project, account. Reveals fiscal YTD, encumbrances and totals.
Planning/Projections
GM030 Award Amount Expected
Navigation: InfoEd_Reports > Projected Proposal/Award Trends
- This report gives an 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. This report provides a forecast of expected funding based solely on currently awarded grants.
GM090 Award Projection Report
Navigation: InfoEd_Reports > Projected Proposal/Award Trends
- This report contains InfoEd awarded direct and indirect budgets prorated to a fiscal year value based on the award period start and end dates. The amounts are then totaled for the fiscal year time frame. This report will not include clinical trials or actual NU Financial expenses. This report provides a Fiscal Year view of an award based on award start and end dates. This report could be used to help with indirect cost recovery and administrative planning.
GM048 Sponsor Trends: Proposals
Navigation: InfoEd Reports > Proposal/Award Trends > GM048 - Sponsor Trends: Proposals
- This report provides an analysis of proposals by Originating Sponsor Type by showing the number of proposals and the total amount proposed. Drill-through to Originating Sponsor and Funding Mechanism to see a further breakdown of the mechanisms for which researchers are writing proposals.
GM064 Monthly Award Detail
Navigation: InfoEd_Reports > Annual/Monthly Reports
- Comprehensive list of all grants and contracts awarded over a time period. The report can be run by school or department.
GM068 Award Summary by Sponsor Type
Navigation: InfoEd_Reports > Annual/Monthly Reports
- 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 years.
GM071 Monthly Proposal Detail
Navigation: InfoEd_Reports > Annual/Monthly Reports
- Comprehensive list of all proposals submitted over a time period.
Subcontracts
GM055 Negotiation Status Report
Navigation: InfoEd_Reports > Negotiation Notes
- A list of proposals with all associated contract negotiations along with the most recent status, comment, and comment date. Faculty and Administrators can view a comprehensive listing of the ongoing contract negotiations in their department.
GM092 - Subcontract Monitoring Report
Navigation: Navigation: School > Sponsored Programs Management
- Displays a complete list of fully-executed subcontracts, with current status for funding, disbursement, and burn rates (percent disbursed).
Proposal Preparation: Current and Pending
GM060 Active Awards - All Roles
Navigation: InfoEd_Reports > Current, Pending, and Completed Support
- Part of the Current, Pending and Completed Support package. The report displays 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. The report is run by PI for a specified date range.
GM085 Pending Proposals - All Roles
Navigation: InfoEd_Reports > Current, Pending, and Completed Support
- Part of the Current, Pending and Completed Support package. All proposals that are still pending for a researcher are displayed along with the Year 1 requested effort and total proposed dollars. The report is run by PI.