e-Data University Wide Custom Reports · 20/04/2016 · filters of the Grantsmanship Report will...

IOWA STATE UNIVERSITY

e-Data University Wide Custom Reports

e-Data Users Group

Mike Ulm, Alicia Duncan, Neena Bentley

4/20/2016

Table of Contents

KC Sponsored Programs .......................................................................................................................................................... 3

Award Child Report ............................................................................................................................................................. 3

Award Closeout Checklist ................................................................................................................................................... 3

Equipment Activity .............................................................................................................................................................. 5

Foreign Sponsors Register Report ....................................................................................................................................... 6

Grantsmanship Report ........................................................................................................................................................ 6

Investigator Org Unit Multiple Counted Report ................................................................................................................. 7

Proposal Counts by Dept ..................................................................................................................................................... 8

Terms And Conditions – FAR Clauses .................................................................................................................................. 9

Grad Assistantships ................................................................................................................................................................. 9

Grads’ Count Dept Selected By Employing Unit ................................................................................................................. 9

Grad’s Employing Dept Selected By Count College .......................................................................................................... 10

KFS Financial .......................................................................................................................................................................... 11

Account Delegate Report .................................................................................................................................................. 11

Account Manager – PI Faculty Report .............................................................................................................................. 12

All Accounts Summary List ................................................................................................................................................ 13

Annual Departmental Statements for Accounts ............................................................................................................... 13

Annual Departmental Statements for Sub Accts .............................................................................................................. 14

Budget Book Salary Report ............................................................................................................................................... 14

CAC Allocation and Expenditure Summary ....................................................................................................................... 15

CAC Revenues and Expenses Report ................................................................................................................................. 16

Close to Report ................................................................................................................................................................. 16

Continuation Account Numbers ....................................................................................................................................... 17

Departmental Statements for Accounts ........................................................................................................................... 17

Departmental Statements for Sub Accounts .................................................................................................................... 17

EASE Information .............................................................................................................................................................. 18

Field Trial/Membership/Cash Match Awards ................................................................................................................... 18

Financial Summary & Object Combo ................................................................................................................................ 19

Fund Group Financial Report ............................................................................................................................................ 20

Grant and Cost Share Report ............................................................................................................................................ 21

ICR Revenue Distribution Summary .................................................................................................................................. 23

ICR Summary by Account .................................................................................................................................................. 23

ICR Transfer Distribution Summary .................................................................................................................................. 24

Import File – GEC .............................................................................................................................................................. 25

Intramural Feeder Summary (Non-KFS initiated) ............................................................................................................. 26

Labor Expenses by Month ................................................................................................................................................. 27

Labor Object by Account Report ....................................................................................................................................... 28

Miscode Summary ............................................................................................................................................................ 29

Object by Account Report ................................................................................................................................................. 30

Projected Spending End Date ........................................................................................................................................... 31

Reconciliation Report ........................................................................................................................................................ 32

Research Expenditures ...................................................................................................................................................... 33

Research Expenditures by Source ..................................................................................................................................... 34

Sponsored Funding Account Summary ............................................................................................................................. 35

Sub Account Close to Report ............................................................................................................................................ 35

Sub Account Search .......................................................................................................................................................... 36

KC Sponsored Programs

Award Child Report Awards can be split into multiple accounts called child accounts. This report shows information about all the children of an account.

Award Closeout Checklist This is a check list created by the Grants Hub to help investigators ensure that awards are closed out in an efficient manner and that important deadlines and steps are not overlooked as an award comes to an end.

Equipment Activity The equipment activity report shows information about awards where the equipment budget has changed in the selected month or where the award has received a sponsor obligation in the selected month.

Foreign Sponsors Register Report The Foreign Sponsors register report shows award information about awards that have a sponsor located in a foreign country and have received an obligation in the given month.

Grantsmanship Report The Grantsmanship Report begins with the total monthly award transaction amount and then applies the Investigator Contribution percentage from the GoldSheet. Then a further apportionment to the Investigator’s Organizational Unit(s) & Department(s) is applied using the October payroll split from the same fiscal year as the award transaction. Monthly filters of the Grantsmanship Report will utilize this formula following the October payroll each fiscal year. If an investigator has no payroll in October, the GoldSheet org unit/org dept is applied as the pay split. Insignificant differences between the total award amount and summary of total award splits may occur due to rounding.

Investigator Org Unit Multiple Counted Report This report shows register counts and award amount across fiscal year by department. The multiple counted comes in when a department crosses colleges; the count and amount are repeated for each college.

Proposal Counts by Dept This report shows proposals by status (Funded, Pending, Rejected or Withdrawn) by fiscal year by department, and can be filtered by Sponsor Type (Federal, Commodity, Foreign, etc).

Terms And Conditions – FAR Clauses This report makes it easy to identify Federal Contracts and Federal Flow-Through awards that are primarily focused on purchasing or leasing goods and services by contract. These awards are subject to the Federal Acquisition Regulations (FAR) clauses. These clauses can add more restrictions on anything from competitive bidding and competition, displaying hotline posters, patent right, to additional security requirements.

Grad Assistantships

Grads’ Count Dept Selected By Employing Unit This report shows appointment and fund FTEs and monthly pay by account number for the user selected Employing Unit. It answers the question, What grad students am I paying and what department are they being counted in.

Grad’s Employing Dept Selected By Count College This report shows appointment and Fund FTEs and monthly pay by account number for the user selected Count College. It answers the question, What grad students are being counted in my department and who is paying them.

KFS Financial

Account Delegate Report The account delegate report shows manager, supervisor, fiscal officer and delegate for a chosen set of accounts.

Account Manager – PI Faculty Report The Account Manager report has four reports ,Account Listing, Transaction Detail, Encumbrance Detail and SPA Financial for a given account manager or fiscal officer.

All Accounts Summary List The All Accounts Summary List shows the financial summary information for a given set of accounts.

Annual Departmental Statements for Accounts This reports shows an annual departmental statement of transactions for a given account or department.

Annual Departmental Statements for Sub Accts This reports shows an annual departmental statement of transactions for sub accounts in a given account.

Budget Book Salary Report This report is a resource for grant coordinators that can help them determine the GoldSheet routing tree for PIs by identifying employees who are associated with more than one department/institute/Center/Extension.

CAC Allocation and Expenditure Summary CAC Allocation and Expenditure Summary: This report is a summary of activity for computer fee accounts (sub fund group Computer Fees).

CONT’D

CAC Revenues and Expenses Report CAC Revenues and Expenses Report: This report is a summary of activity by revenue and expense object codes for computer fee accounts (sub fund group Computer Fees).

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Close to Report The Close to Report shows account numbers and their corresponding close to account and sub account numbers.

Continuation Account Numbers This report shows expiration date and continuation account number for a given set of accounts.

Departmental Statements for Accounts Departmental statements show transactions for a given account or department.

Departmental Statements for Sub Accounts Departmental statements show transactions for a given account or department.

EASE Information This report is a resource for grant coordinators that can help them determine the funding sources that paid an employee during a specific EASE period by showing all funding sources instead of just the federal and state funding that is pre-populated on the printed EASE form.

Field Trial/Membership/Cash Match Awards This report shows award information for all prime sponsors related to ISU

Financial Summary & Object Combo Financial Summary & Object Combo: The top report summarizes revenue, expense, encumbrance and balance totals and the bottom report summarizes revenue and expense totals broken down by object code by month.

Fund Group Financial Report This report shows financial information including monthly expenses by account and subaccount for a given unit or department. The report renders in Excel and each tab is a different fund group.

CONT’D

Grant and Cost Share Report This report shows an overall project total that includes the grant account and the match account(s) but does NOT include EASE information.

ICR Revenue Distribution Summary This report shows the generating and receiving units for all ICR revenue (object code 0062). The generating unit is derived from the transaction description.

ICR Summary by Account This report shows transfers in (object codes 0R74 and 0R75) for ICR charges.

ICR Transfer Distribution Summary This report show the generating and receiving units for object level T IN: IDC DISTRIBUTIONS . The generating unit is derived from the transaction description.

Import File – GEC This report generates a spreadsheet containing possible debit and credit corrections that can be imported into KFS.

Intramural Feeder Summary (Non-KFS initiated) This report shows the total expenses and transfer out amounts on a given intramural document (doc numbers that start with 10) and drills to the individual transactions.

Labor Expenses by Month This report shows salary and benefit expenses by employee across months for a given department.

Labor Object by Account Report This report shows salaries and benefits across given accounts. This report shows the expenses at the object level or the object code level.

Miscode Summary This report shows potential miscodes by reporting all null sub accounts that have a free balance.

Clicking on an account then shows all transactions for that account. An Excel GEC spreadsheet can be generated to create corrections to import into KFS.

Object by Account Report This report shows expenses across given accounts. Reports can be created at the object level, object code, or sub object code.

Projected Spending End Date This report graphs monthly expenses, then averages those expenses to project the date the award will be 100% spent. (This date is the last date of the graph.) Compare the projected date to the actual end date of the award to see if the account is being over- or under-spent.

Reconciliation Report This report shows transaction details for each account (accounts are on separate tabs). An Excel macro has been provided to name the tabs. Accounts can be reconciled with notes on the spreadsheet. The spreadsheet must be kept by the department since the notes cannot be written back to the database.

Research Expenditures This report shows all expenditures (no transfers) on all accounts in the fund group Contracts & Grants by unit, department, or PI.

Research Expenditures by Source This report shows all expenditures (no transfers) on all accounts in the fund group Contracts & Grants by soruce.

Sponsored Funding Account Summary This report shows KFS and KC information for every Contracts and Grants accounts.

Sub Account Close to Report This report shows account information including information about the close to account number.

Sub Account Search This report shows the financial summary for a given set of sub accounts.

e-Data University Wide Custom Reports · 20/04/2016 · filters of the Grantsmanship Report will...

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