Data Management and Analytics Catalog

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Reports for Northwestern's administrative systems are available via the Data Management & Analytics system (Cognos Analytics).

Access the reporting system at Cognos Analytics. Reports and Adhoc Reporting Inventories along with their descriptions are listed below. Note: You may need to request access to some of them.

Alumni Relations and Development (ARD)

Type	Name	Description	Path(s)
Folder	Scratch	The purpose of this folder is for ARD Self Service users to save reports they are working on that they may need to collaborate with other users. Note: Users have full ‘write’ access where they can organize their objects by creating sub-folders.	Team content > ARD Reporting > Self Service
Folder	Shared Reports	The purpose of this folder is for ARD Self Service users to save reports here that are ready to be consumed by their colleagues/departments frequently. Note: Users have full ‘write’ access where they can organize their objects by creating sub-folders.	Team content > ARD Reporting > Self Service
Folder	Starter Reports	The purpose of this folder is for ARD Self-Service users to use a centrally created report as a starting point for their report creation. Note: Users will not be able to ‘over-write’ these reports but will be able to do a ‘save-as’ to any location they have access to.	Team content > ARD Reporting > Self Service
Folder	Archive	This folder contains all reports created prior to the CORE go-live project in May 2025 to replace the CATracks application. Data in these reports will no longer be updated from May 3, 2025.	Team content > ARD Reporting
Package	ARD Self Service	Use this model/package to build custom reporting solutions that may not be met by the NUIT delivered reports.	Team content > ARD Reporting > Self Service
Report	ARD001 - Major Gift Commitments Dashboard	Counts and totals for major gift commitments ($100K+) by Academic Organization with multiple options for filtering and display format.	Team content ‎> ARD Reporting‬
Report	ARD002 - YTD Cash and New Gifts and Commitments by Academic Organization	Cash and New Gifts & Commitments totals by Academic Organization for prior and current FYTD for the selected fiscal year and month.	Team content > ARD Reporting
Report	ARD003 - Campaign Prospect Pyramid Report	The campaign prospect pyramid report shows a standardized view of campaign activity at Northwestern University.	Team content ‎> ARD Reporting‬

College and University Financial Systems (CUFS)

Type	Name	Path(s)
Report	CUFS Financial Summary (Excluding Agency and Multi-Year Funds) for BFY	Team content ‎> CUFS Historical Reporting ‎> CUFS Historical Reports‬
Report	CUFS Financial Summary (Excluding Agency and Multi-Year Funds) for FY	Team content ‎> CUFS Historical Reporting ‎> CUFS Historical Reports‬
Report	CUFS Historical Bal Sheet Trans Detail (for excel or csv)	Team content ‎> CUFS Historical Reporting ‎> CUFS Historical Reports‬
Report	CUFS Historical Transaction Detail (for excel or csv)	Team content ‎> CUFS Historical Reporting ‎> CUFS Historical Reports‬
Report	Detail Report of Revenue, Expense and Budget (Historical)	Team content ‎> CUFS Historical Reporting ‎> CUFS Historical Reports‬
Report	Sponsored and Plant Projects by Area	Team content ‎> CUFS Historical Reporting ‎> CUFS Historical Reports‬
Report	Summary Budget Status Report(Historical)	Team content ‎> CUFS Historical Reporting ‎> CUFS Historical Reports‬

Effort Reporting (ER)

Type	Name	Description	Path(s)
Report	ER001 – Payroll, Committed and Certified Effort	The Cognos report includes committed and certified effort for fiscal year 2014 and later and may be run for a set of employees, projects, or departments. With the addition of payroll data into the report, a security model has been introduced to ensure that only users who have the requisite access can view the data.	Team content > Finance Facilities and Research Administration > Central > Effort Reporting Team content > Finance Facilities and Research Administration > School > Effort Reporting
Report	ER002 – Certified Effort Payroll Details	This report shows salary details pertaining to certified effort so users can see salary data at a monthly payroll grain. ER002 can be invoked as a drill-down from ER001 or as an independent standalone report. The Cognos report includes the monthly effort payroll amount from earnings (ERN) and journals (JRN) by reporting period, project, fund code, financial department, and account code for fiscal year 2014 and later. As a standalone report, it may be run for a set of employees, projects, or departments.	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)

Report

ER001 – Payroll, Committed and Certified Effort

The Cognos report includes committed and certified effort for fiscal year 2014 and later and may be run for a set of employees, projects, or departments.

With the addition of payroll data into the report, a security model has been introduced to ensure that only users who have the requisite access can view the data.

Team content > Finance Facilities and Research Administration > Central > Effort Reporting

Team content > Finance Facilities and Research Administration > School > Effort Reporting

Report

ER002 – Certified Effort Payroll Details

This report shows salary details pertaining to certified effort so users can see salary data at a monthly payroll grain. ER002 can be invoked as a drill-down from ER001 or as an independent standalone report. The Cognos report includes the monthly effort payroll amount from earnings (ERN) and journals (JRN) by reporting period, project, fund code, financial department, and account code for fiscal year 2014 and later.
As a standalone report, it may be run for a set of employees, projects, or departments.

Team content > Finance Facilities and Research Administration > Central > Effort Reporting

Team content > Finance Facilities and Research Administration > School > Effort Reporting

Beneficiary and Stewardee (BAS)

Type	Name	Description	Path(s)
Folder	Scratch	The purpose of this folder is for Beneficiary and Stewardee Self Service users to save reports they are working on that they may need to collaborate with other users. Note: Users have full ‘write’ access where they can organize their objects by creating sub-folders.	Team content > Beneficiary and Stewardee > Self Service
Folder	Shared Reports	The purpose of this folder is for Beneficiary and Stewardee Self Service users to save reports here that are ready to be consumed by their colleagues/departments frequently. Note: Users have full ‘write’ access where they can organize their objects by creating sub-folders.	Team content > Beneficiary and Stewardee > Self Service
Folder	Starter Reports	The purpose of this folder is for Beneficiary and Stewardee Self-Service users to use a centrally created report as a starting point for their report creation. Note: Users will not be able to ‘over-write’ these reports but will be able to do a ‘save-as’ to any location they have access to.	Team content > Beneficiary and Stewardee > Self Service
Folder	Archive	This folder contains all reports created prior to the CORE go-live project in May 2025 to replace the CATracks application. Data in these reports will no longer be updated from May 3, 2025.	Team content > Beneficiary and Stewardee
Package	Beneficiary and Stewardee Self Service	Use this model/package to build custom reporting solutions that may not be met by the NUIT delivered reports.	Team content > Beneficiary and Stewardee > Self Service
Report	BAS001 - Direct Spending and Transfers	This report provides information about the amount of direct spending vs transfer expenses for endowment projects and expendable funds.	Team content > Beneficiary and Stewardee
Report	BAS002 - Endowment Spending Balance	This report can be used to identify endowment projects with unspent balances.	Team content > Beneficiary and Stewardee
Report	BAS003 - Project Level Spending	Provides a summary of spending on an endowment or expendable fund project for a particular fiscal year. It includes data from both NUFinancials and CatConnect and can be run for multiple criteria including Stewarding Unit, Project Purpose, Fund Type, and Project ID. (Drills to GL062 - Detail Drills)	Team content > Beneficiary and Stewardee
Report	BAS004 - Financial Summary	A summary of endowment performance and spending at the project level. This report includes data from CatConnect, Fundriver and NUFinancials. It can be run for multiple criteria including Stewarding Unit, Project Purpose, Reportable Projects, and Project ID.	Team content > Beneficiary and Stewardee

myHR (HR)

Type	Name	Description	Path(s)
Report	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
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	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	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
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	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
Report	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	HR010 – Graduate Workers BU Eligibility Report (Unofficial)	This report integrates real-time HR and Student data and provides an unofficial determination of whether or not each graduate student is eligible for the bargaining unit. The report displays degree-seeking students who are active or on a leave of absence.	Team content ‎> myHR Reporting ‎> Graduate Workers BU Eligibility

Finance, Facilities, and Research Administration Reports (FFRA)

Asset Management (AM)

Type	Name	Description	Path(s)
Report	AM001 - Asset Tagging Report	Asset Tagging Report	Team content ‎> Finance, Facilities, and Research Administration Reports ‎> Central > Accounting Services
Report	AM002 - Asset Inventory Report	Asset Inventory Report	Team content ‎> Finance, Facilities, and Research Administration Reports ‎> Central > Accounting Services 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

Facilities Management (FM)

Type	Name	Description	Path(s)
Report	FAMIS Ad hoc	The FAMIS ad hoc environment contains information for creating reports regarding Work Orders, Inventory, Purchase Orders, Receipts, Job Cost, Invoices, Labor, Materials, Miscellaneous Costs or Cost recovery	Team content
Report	FM001 - Top 5 Trouble Areas/Locations	Top 5 Trouble Areas/Locations	Team content ‎> Finance, Facilities, and Research Administration Reports ‎> Central > Facilities
Report	FM003 - Capital Project Financial Position - Summary	Used for summary analysis of project activity against a planned budget by chart string.	Team content ‎> Finance, Facilities, and Research Administration Reports ‎> Central > Facilities > Financial Summaries 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

General (GE)

Type	Name	Description	Path(s)
Report	GE001 - Publish Chartfield Data for Consumption by Other Systems		Team content ‎> Finance, Facilities, and Research Administration Reports ‎> Central > Facilities > Billing 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

General Ledger (GL)

Type	Name	Description	Path(s)
Query	PS EPM Ad hoc	The PS EPM ad hoc environment contains information for creating reports regarding the general ledger at a detail or summary level	Team content
Report	GL002 - Gift Summary Report	Provides a snapshot of the equity position of each of a user's gifts as well as totals for all gifts as of a given date.	Team content ‎> Finance, Facilities, and Research Administration Reports ‎> Central > Facilities > Budget 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 - Income Statement Report	Depicts revenues and expenses in an income statement format for purposes of financial management and reporting.	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
Report	GL081 - Operating Results Report	Depicts revenues and expenses in an operating results format for purposes of financial management and reporting.	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

Grants Management (GM) & Grants Agreements (GA)

Type	Name	Description	Path(s)
Query	Grants and Agreements Self Service	The Grants and Agreements Self Service environment contains information for creating reports regarding Awards (detail, financial accounts, allocations, or award investigators), Proposals (details, budget details, or proposal investigators), Agreements, Transaction Workflow (detail or summary), or Effort (proposed or committed).	Team Content > Grants and Agreements
Report	GA101 - Proposal Detail	This report provides a detailed list of proposals selected by user specified proposal submit date and other criteria. Continuations are not included in the report. It can be run as a standalone report and is also available as a drill-down from the Proposal Summary reports.	Team Content > Grants and Agreements
Report	GA102 - Proposal Summary by Department	This report provides a summary of proposals by financial department selected by user specified proposal submit date and other criteria. Continuations are not included in the report. It also provides a drill through to the GA101 - Proposal Detail report.	Team Content > Grants and Agreements
Report	GA103 - Proposal Summary by PI	This report provides a summary of proposals by PI, financial department and prime sponsor selected by user specified proposal submit date and other criteria. Continuations are not included in the report. It also provides a drill-through to the GA101 - Proposal Detail report.	Team Content > Grants and Agreements
Report	GA104 - Proposal Summary by Sponsor	This report provides a summary of proposals by prime sponsor selected by user specified proposal submit date and other criteria. Continuations are not included in the report. It also provides a drill-through to the GA101 - Proposal Detail report.	Team Content > Grants and Agreements
Report	GA201 - Award Allocation Detail	This report provides a detailed list of authorized, non cost-share award allocations selected by user specified allocation reporting date and other criteria. It can be run as a stand-alone report and is also available as a drill-down from the Award Summary reports.	Team Content > Grants and Agreements
Report	GA202 - Award Allocation by Department	This report provides a summary of authorized, non cost-share award allocations by financial department selected by user specified allocation reporting date and other criteria. It also provides a drill-through to the GA201 - Award Allocation Detail report.	Team Content > Grants and Agreements
Report	GA203 - Award Allocation by PI	This report provides a summary of authorized, non cost-share award allocations by PI, financial department and prime sponsor selected by user specified allocation reporting date and other criteria. It also provides a drill-through to the GA201 - Award Allocation Detail report.	Team Content > Grants and Agreements
Report	GA204 - Award Allocation by Sponsor	This report provides a summary of authorized, non cost-share award allocations by prime sponsor selected by user specified allocation reporting date and other criteria. It also provides a drill-through to the GA201 – Award Allocation Detail report.	Team Content > Grants and Agreements
Report	GA301 - Agreement Detail	This report provides a detailed list of agreements and amendments selected by user specified criteria. Report can be run by a variety of criteria including dates, states, PI, negotiator/owner, primary contact etc. It can be run as a stand-alone report and is also available as a drill-down from the Agreement Summary reports.	Team Content > Grants and Agreements
Report	GA302 - Agreement Summary by Department	This report provides a summary by financial department of agreements and amendments selected by user specified criteria. Report can be run by a variety of criteria including dates, states, PI, negotiator/owner, primary contact etc. It also provides a drill-through to the GA301 - Agreement Detail report.	Team Content > Grants and Agreements
Report	GA303 - Agreement Summary by PI	This report provides a summary by PI, negotiator, primary contact and financial department of agreements and amendments selected by user specified criteria. Report can be run by a variety of criteria including dates, states, PI, negotiator/owner, primary contact etc. It also provides a drill through to the GA301 - Agreement Detail report.	Team Content > Grants and Agreements
Report	GA304 - Agreement Summary by Agreement Type	This report provides a summary by agreement type, negotiator and primary contact of agreements and amendments selected by user specified criteria. Report can be run by a variety of criteria including dates, states, PI, negotiator/owner, primary contact etc. It also provides a drill-through to the GA301 - Agreement Detail report.	Team Content > Grants and Agreements
Report	GA401 - Current Awards - All Roles	This report provides a list of all active awards (where the user selected date falls within the Award Start Date and Award End Date) for the specified investigator(s) and includes their committed effort and role data. Investigators who do not have any committed effort on an award are also included in the report (with blank effort data).	Team Content > Grants and Agreements
Report	GA402 - Pending Proposals - All Roles	This report provides a list of all pending proposals (whose Start Date is greater than or equal to the specified date) for the specified investigator(s) and includes their proposed effort and role data. Investigators who do not have any proposed effort on a proposal are also included in the report (with blank effort data). Proposals of type Letter of Intent, Preliminary and Continuations are not included in the report.	Team Content > Grants and Agreements
Report	GA403 - Completed Roles - All Roles	This report provides a list of all completed awards (whose Award End Date falls within the specified date range) for the specified investigator(s) and includes their role(s) on the awards. Report includes only awards that are in Active, Completed, Transferred Out and Terminated states.	Team Content > Grants and Agreements
Report	GA501 - RA Workload Detail	This report provides a list of all Research Administrator workload items across 6 different CERES Project Types by user specified criteria. Report can be run for a set of Research Administrators, Principal Investigators, and/or departments. Report can be run for current “In Process” items or for past "Completed" items based on date range options.	Team Content > Grants and Agreements
Report	GA502 - RA Workload Summary	This report provides a summary by Research Administrator and month of workload details across 6 different CERES Project Types by user specified criteria. Report can be run for a set of Research Administrators, Principal Investigators, and/or departments. Report can be run for current “In Process” items or for past "Completed" items based on date range options.	Team Content > Grants and Agreements
Report	GA503 - SR Specialist Workload Detail	This report provides a list of all SR Specialist workload items across 7 different CERES Project Types by user specified criteria. Report can be run for a set of SR Specialist, Principal Investigators, and/or departments. Report can be run for current “In Process” items or for past "Completed" items based on date range options.	Team Content > Grants and Agreements
Report	GA504 - SR Specialist Workload Summary	This report provides a summary by SR Specialist and month of workload details across 7 different CERES Project Types by user specified criteria. Report can be run for a set of SR Specialist, Principal Investigators, and/or departments. Report can be run for current “In Process” items or for past "Completed" items based on date range options.	Team Content > Grants and Agreements
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	The GM092 includes a complete list of fully-executed subcontracts, with current status for funding, disbursement, and burn rates (percent disbursed).	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

Supply Chain (SC)

Type	Name	Description	Path(s)
Report	SC001 - Cancelled & Stopped Checks	Cancelled & Stopped Checks	Team content ‎> Finance, Facilities, and Research Administration Reports ‎> Central > Supply Chain
Report	SC002 - Voucher Errors	Retired	Not used
Report	SC003 - Voucher Activity Report	Voucher Activity Report	Team content ‎> Finance, Facilities, and Research Administration Reports ‎> Central > Supply Chain
Report	SC004 - Grant pCard Transaction Query	Grant pCard Transaction Query	Team content ‎> Finance, Facilities, and Research Administration Reports ‎> Central > Sponsored Programs Management
Report	SC005 - Vendor Transaction Listing	Vendor Transaction Listing	Team content ‎> Finance, Facilities, and Research Administration Reports ‎> Central > Supply Chain
Report	SC008 - Voyager to PeopleSoft Successful Transaction Reconciliation Report	Voyager to PeopleSoft Successful Transaction Reconciliation Report	Team content ‎> Finance, Facilities, and Research Administration Reports ‎> Central > Voyager
Report	SC009 - Voucher Errors by Origin	Voucher Errors by Origin	Team content ‎> Finance, Facilities, and Research Administration Reports ‎> Central > Voyager
Report	SC015 - Reporting by Category - Post Audit	Helps track the purchases of specific product category types that are regulated and reported to the government.	Team content ‎> Finance, Facilities, and Research Administration Reports ‎> Central > Supply Chain 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

Granite

Type	Name	Description	Path(s)
Analysis	Granite AdHoc Reports -- Neeraj to check	Folder to store any ad-hoc reports created by ORIS team	Team content ‎> Granite Reporting ‎> Granite Ad Hoc Reports‬
Analysis	Granite OLAP	Analysis tool focused on analyzing Census data	Team content ‎> Granite‬ OLAP
Report	Census: By Room - On Request	Cage count, PI count for the species in the room	Team content ‎> Granite Reporting ‎> Granite Reports‬
Report	Census: By Room - Scheduled	Cage count, PI count for the species in the room	Team content ‎> Granite Reporting ‎> Granite Reports‬
Report	Census: Cage Cards within Rooms	Cage numbers by campus, room and species for a given date	Team content ‎> Granite Reporting ‎> Granite Reports‬
Report	Census: Cages Scanned Out On Request	Report for all the cages that are scanned out by special request	Team content ‎> Granite Reporting ‎> Granite Reports‬
Report	Census: Cages Scanned Out Yesterday	Report for all the cages that are scanned out yesterday	Team content ‎> Granite Reporting ‎> Granite Reports‬
Report	Census: Campus	Weekly report for all the cages that are scanned out for a given date	Team content ‎> Granite Reporting ‎> Granite Reports‬
Report	Census: Campus (As of Prior Day)	Weekly report for all the cages that are scanned out for the prior day	Team content ‎> Granite Reporting ‎> Granite Reports‬
Report	Census: Campus with Drilldown to Rooms	Cage count by campus, species with drill down capability by room and cage card	Team content ‎> Granite Reporting ‎> Granite Reports‬
Report	Census: Detailed Monthly Care Day Count	Monthly care day count for each PI	Team content ‎> Granite Reporting ‎> Granite Reports‬
Report	Census: Detailed Monthly Care Day Count with Species	Monthly care day count for each PI with species added to the output	Team content ‎> Granite Reporting ‎> Granite Reports‬
Report	Census: Mice By Location For Capacity Reporting	Mouse census of actual occupancy vs. practical capacity. Figures are used to report census numbers over time in a report to management used for planning purposes. Report is based on census from prior day.	Team content ‎> Granite Reporting ‎> Granite Reports‬
Report	Census: Rooms with Drilldown to Cage Cards	Cage count by species with drill down capabilities by cage card	Team content ‎> Granite Reporting ‎> Granite Reports‬
Report	Data: PerDiem Snapshot in Cognos	Snapshot of cage card counts and associated PI, cost center, cage card details for a given month	Team content ‎> Granite Reporting ‎> Granite Reports‬
Report	Error Report: Combined Species Housing Mismatch Cage Card List - Request	List mismatches between species and housing	Team content ‎> Granite Reporting ‎> Granite Reports‬
Report	Error Report: Combined Species Housing Mismatch Cage Cards Weekly	List mismatches between species and housing	Team content ‎> Granite Reporting ‎> Granite Reports‬
Report	Protocols: Approved Addenda	All addenda to the protocol approved for the selected time period	Team content ‎> Granite Reporting ‎> Granite Reports‬
Report	Protocols: Approved Protocols on Request	All protocols approved within the selected time period	Team content ‎> Granite Reporting ‎> Granite Reports‬
Report	Protocols: Approved Protocols Weekly	All protocols approved within the selected time period	Team content ‎> Granite Reporting ‎> Granite Reports‬
Report	Protocols: Cage Cards for Protocols	List of cage cards assigned to a Protocol and associated PI, location and chartstring	Team content ‎> Granite Reporting ‎> Granite Reports‬
Report	Protocols: Current Active Protocol Counts by Department	Current Active Protocol Counts by Department	Team content ‎> Granite Reporting ‎> Granite Reports‬
Report	Protocols: Current Active Protocol PIs by Department	Current Active Protocol PIs by Department	Team content ‎> Granite Reporting ‎> Granite Reports‬
Report	Protocols: Current Active Protocols List	Current Active Protocols List	Team content ‎> Granite Reporting ‎> Granite Reports‬
Report	Protocols: Expired Protocols On Request	List of Expired Protocols	Team content ‎> Granite Reporting ‎> Granite Reports‬
Report	Protocols: Expired Protocols Weekly	List of Expired Protocols	Team content ‎> Granite Reporting ‎> Granite Reports‬
Report	Protocols: Inactivated Protocols On Request	List of Inactivated Protocols	Team content ‎> Granite Reporting ‎> Granite Reports‬
Report	Protocols: Inactivated Protocols Weekly	List of Inactivated Protocols	Team content ‎> Granite Reporting ‎> Granite Reports‬
Report	Protocols: Renewed Protocols On Request	List of Renewed Protocols	Team content ‎> Granite Reporting ‎> Granite Reports‬
Report	Protocols: Renewed Protocols Weekly	List of Renewed Protocols	Team content ‎> Granite Reporting ‎> Granite Reports‬
Report	Protocols: Renewed Protocols with link to cage cards	List of cage cards linked to an old protocol that has been renewed	Team content ‎> Granite Reporting ‎> Granite Reports‬
Report	Protocols: Rooms for Protocols	List of rooms for the selected protocol	Team content ‎> Granite Reporting ‎> Granite Reports‬
Report	Room Occupancy: PI cage counts within rooms as of yesterday	Cage counts with housing information assigned to PI by rooms in the building / floor as of yesterday	Team content ‎> Granite Reporting ‎> Granite Reports‬

NUCore (NCR)

Type	Name	Description	Path(s)
Analysis	NuCore Analysis	Analysis tool focused on analyzing order details by CORE facility	Team content ‎> NUCore Analysis‬
Report	Revenue By Account Owner		Team content ‎> NUCore‬
Report	Revenue By Chartstring		Team content ‎> NUCore‬
Report	Services Summary		Team content ‎> NUCore‬

Parking (PK)

Type	Name	Description	Path(s)
Report	Citations with Amount Owed & Multiple Persons	List of amount owed by citation with mulitple persons record.	Team content > Parking
Report	Outstanding Permits With Broken Links	List of permits of no valid person.	Team content > Parking
Report	Permits issued to Multiple Persons	List of permits witn multiple person assigned to it.	Team content > Parking
Report	Owed Permits with No ID or Status	List of permits with person without employee ID and/or status.	Team content > Parking
Report	Unpaid Citations for Students	List of unplaid citations of students.	Team content > Parking
Report	Unpaid Permits for Employees	List of unpaid permits by employees.	Team content > Parking
Report	Unpaid Permits for Employees with non exporting status	List of employees that has not paid for their permits.	Team content > Parking
Report	Unpaid Permits for Students	List of students that has not paid for their permit.	Team content > Parking
Report	Wrong Number (Multiple) Persons for One Permit	List of permits that is assigned to multiple persons.	Team content > Parking
Report	Wrong Permits issued to Non-Salaried with Amount Due	List of permits issued to non-employee with amount due.	Team content > Parking
Report	Citations (Multiple) Active Faculty/Staff & Students	List of mulitiple citations of active faculty, staff and students.	Team content > Parking
Report	Permits (Multiple) Active Faculty/Staff & Students	List of multiple permits of active faculty, staff and students.	Team content > Parking
Report	Missing Permit Number	List of missing sequence permits.	Team content > Parking
Report	Unidentified Violators	List of unidetifeid violators.	Team content > Parking
Report	Returned NU Parking Permits	List of permits returned.	Team content > Parking

Primary Management Unit (PMU)

Type	Name	Description	Path(s)
Report	Lookup PMU	Search for the PMU, Fasis Department, NU Financials Department or Academic Org to find PMU mappings	Team contents > PMU
Report	PMU List by Area	Look-up PMU information by Area	Team contents > PMU
Report	PMU Organizational Data	A complete listing of all PMU listings	Team contents > PMU

Student Admissions

Type	Name	Description	Path(s)
Query	UGRD Admissions Application	An ad hoc reporting tool that allows users to create reports combining various attributes of applicants who have applied to an undergraduate program at NU and their applications.	Team content > SES Reporting > Undergraduate Admissions Reporting
Query	UGRD Student by Term Integrated Query	An ad hoc reporting tool that allows users to create reports combining application attributes and student records information by term for students who are currently enrolled in an undergraduate program at NU.	Team content > SES Reporting > Undergraduate Admissions Reporting
Query	UGRD Student Lifecycle Query	An ad hoc reporting tool that allows users to create reports combining application attributes and student records information for students who have graduated from the undergraduate career.	Team content > SES Reporting > Undergraduate Admissions Reporting

Student Financials

Type	Name	Description	Path(s)
Report	Accounting Summary Report	Provides financial activity by chart fields / chart string(s) and program for a given date range.	Team content ‎> SES Reporting ‎> Student Financials‬
Report	Financial Activity by Student	All financial transactions for selected student(s) by term.	Team content ‎> SES Reporting ‎> Student Financials‬

Student Records

Type	Name	Description	Path(s)
Report	CTEC001 - CTEC Report Responses By Course/Faculty	CTEC question and responses by individual faculty member(s) (instructors & TA's), 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	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

Undergraduate Student Transition

Type	Name	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

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