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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.
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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
InfoEd Cost Sharing
InfoEd Current, Pending, and Completed Support
InfoEd Faculty Group Proposals/Awards
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. |