InfoEd & CERES Report Inventory

CERES CERES-Reports

All reports are available via Cognos BI Reporting.

Access Cognos BI through the NUPortal or at https://reporting.northwestern.edu.

For more information about these reports, see the Grants Management (GM) Report Catalog.

CERES Proposal Reports

Report Number	Report Name	Description
GA101	GA101 - Proposal Detail	This report provides a detailed list of proposals selected by user specified proposal submit date and other criteria. Continuations, Preliminary proposals and Letter of Intent proposals 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.
GA102	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, Preliminary proposals and Letter of Intent proposals are not included in the report. It also provides a drill through to the GA101 - Proposal Detail report.
GA103	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, Preliminary proposals and Letter of Intent proposals are not included in the report. It also provides a drill-through to the GA101 - Proposal Detail report.
GA104	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, Preliminary proposals and Letter of Intent proposals are not included in the report. It also provides a drill-through to the GA101 - Proposal Detail report.

CERES Award Reports

Report Number	Report Name	Description
GA201	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.
GA202	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.
GA203	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.
GA204	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.

CERES Agreement Reports

Report Number	Report Name	Description
GA301	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.
GA302	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.
GA303	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.
GA304	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.

CERES Current, Pending, and Completed Support

Report Number	Report Name	Description
GA401	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).
GA402	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.
GA403	GA403 - Completed Awards - 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.

CERES Subcontracts & Effort

Report Number	Report Name	Description
GM092	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).
ER001	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.
ER002	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.

Report Number

Report Name

Description

GM092

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).

ER001

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.

ER002

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.

CERES Workload Reports

Report Number	Report Name	Description
GA501	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.
GA502	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.
GA503	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 Specialists, Principal Investigators, and/or departments. Report can be run for current “In Process” items or for past "Completed" items based on date range options.
GA504	GA503 - 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 Specialists, Principal Investigators, and/or departments. Report can be run for current “In Process” items or for past "Completed" items based on date range options.

InfoEd Annual/Monthly Reports

Report Number	Report Name	Description
GM064	GM064 - Monthly Award Detail	Comprehensive list of all grants and contracts awarded over a time period
GM065	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.
GM066	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
GM067	GM067 - Award 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
GM068	GM068 - Award 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.
GM071	GM071 - Monthly Proposal Detail	Comprehensive list of all proposals submitted over a time period.

InfoEd Cost Sharing

Report Number	Report Name	Description
GM059	GM059 - Proposed and Funded Cost Share	Proposals with requested and funded cost sharing.
GM070	GM070 - Awards with Required Cost Sharing	Awards from US sponsors with required cost sharing.

InfoEd Current, Pending, and Completed Support

Report Number	Report Name	Description
GM060	GM060 - Current, Pending and Completed: 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.
GM084	GM084 - Current, Pending and Completed: Completed Awards w/in 3 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.
GM085	GM085 - Current, Pending and Completed: Pending Proposals	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.

InfoEd Faculty Group Proposals/Awards

Report Number	Report Name	Description
GM052	GM052 - Faculty Proposal Activity	Proposal activity for a specified group of faculty.
GM057	GM057 - Faculty Award Activity	Award activity for a specified group of faculty.

InfoEd Negotiation Notes

Report Number	Report Name	Description
GM055	GM055 - Negotiation Status Report	List of proposals with all associated contract negotiations along with the most recent status, comment and comment date.

InfoEd Projected Proposal/Award Trends

Report Number	Report Name	Description
GM030	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.
GM090	GM090 - Award Projection Report	The GM090 report displays budgeted award amounts from InfoEd in a fiscal year representation.

InfoEd Proposal Aging

Report Number	Report Name	Description
GM049	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.

InfoEd Proposal/Award Trends

Report Number	Report Name	Description
GM063	GM063 - Sponsor Trends: Awards	Analysis of the awards by Parent Sponsor Type by showing the number of awards and total awarded. Drill through to Parent Sponsor and Funding Mechanism give the ability to get a further breakdown of sponsor funding.
GM072	GM072 - Awards 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.
GM073	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.
GM074	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.

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