Reporting

URA, in collaboration with IT Services, has developed several reporting resources for faculty and departments to use to manage sponsored awards. These reports are available to users through Business Objects. Many of the sponsored award reports utilize data from AURA Grants, the Financials universe, and the Payroll (PAR) universe but are meant to be used by individual users for ongoing business operations. 

• Business Objects Reporting Tool
  • To login, enter your CNetID + Password
  • VPN is required

Additional access and training information provided by Information Technology Services (ITS):

• Business Objects Reporting Access
• Business Objects Training

The reports listed below were created by URA to assist in AURA and FAS searches and account review and reconciliation. They are available in the AURA Grants and Post Award Reports folder under the Standard UCDW Reports.

For questions about specific accounts or data in the report, please refer to your Post-Award RA. For questions about the report queries, please contact William Jaramillo.

 

URA 103- Admin/Signer Lookup Tool

This report allows users to search by any account number to identify who the Account Administrators are on the account. Departments can use this report to ensure account transactional e-mails and questions are sent to the appropriate parties in other departments. The data available in the report can be seen by all users with Financials data access, regardless of which department they have access to. 

Prompts:

 

URA 104- URA Lookup Report

This reports allows users to search and filter by many proposal, award, and account attributes. The primary use of this report is to identify all accounts associated with a particular Award record.

Prompts:

 

URA 201- Upcoming Closeout Report

This report is to used to identify accounts with Final Report Due Dates in the upcoming month, accounts with award end dates in the next 120 days, and expired accounts that have not yet had a final report filed. 

This report is scheduled to be delivered to department administrators on the first Monday of each month. The report is also available to administrators to run in Business Objects at all times. 

Prompts:

Users only have access to see accounts to which they already have access. For example, if you only have access to department 140, you will only be able to view accounts in that department and associated exec level. Filters can be used if you have access to multiple departments and/or execs. 

 

URA 207- Account Review and Reconciliation Report

This report is used to reconcile account transactions, indirect costs, and to review transactions and payroll that may be questionable under sponsored award policies and practices. 

• Expenses by Category- Identifies high-level account transactions by month and identifies IDC base and rate applied to the account each month. This is used to identify any major variances from the awarded budget and indirect costs. 
• Questionable Transactions and Questionable Payroll- Identify transactions and payroll that may be questionable under general sponsored award guidelines. Refer to the table here to review Uniform Guidance policies and verify expenses are allowable on the award.

Prompts:

Users only have access to see accounts to which they already have access. Additionally, Questionable Payroll data will only appear if the user has access to Payroll data for the department the salaries are charged from.