Transcript Slide 1
EFS Sponsored Reports / Doug Johnson 02.17.2009 Reports available in either EFS instance: Production(FSUMPRD) or Reporting(FSUMRPT) Sponsored Reports Available: Sponsored Transactional Detail – Expense Proposal Inventory Transactional Detail by Report Number Transactional Detail by Invoice Number Sponsored Project Detail – Summary data at budget level ◦ Sponsored Award Overview ◦ Sponsored Award Summary – 4 report options ◦ ◦ ◦ ◦ ◦ PreAward Reports Available – same formats as Fully activated awards ◦ PreAward Transactional Detail – Expense ◦ PreAward Project Detail – Summary Data at budget level ◦ PreAward Overview ◦ PreAward Summary – 4 reporting options Reports/Details available PDF, XML, etc. Project, from date through date entry options. Can run in Server Name: PSUNX or PSNT. Format, I always use XLS, this will produce XML format that can be opened in Excel or other spreadsheets. This will also run a PDF report. The short report title: “UMFG061”, provides the xml output, click on it. Save the file named: “UMFGM061.XML” to your desktop or any where you normally save. I typically use the project number and save. Go to excel and open your file. Excel will open an action box with default “As an XML list” selected, click Okay. Again, Excel states how it will treat the data, click “Okay” again. Output, if cost-sharing is included can extend to Column AN, 40 columns. Again business unit: UMSPR, Project number End date for the report. Multiple output options, XLS loads into Excel without any intermediate steps. This report provides summary A/R collected, and what is outstanding. NOGA Fully Setup Awards Advance/Preaward Awards Offers 4 different formats for getting summary data: by PI, Department, Sponsor, and College. Good for a quick overview, but I have noticed $$$ irregularities with this report so use with care. Academic Health Center has created ART. To Get access email: Trent Rosby @ [email protected] Why use query viewer/manager. First less steps, you don’t have to save the XML file and open with Excel, and it gives another option for getting data. Also, it will help when staff learn where data is and how to write queries. Available in both EFS Instances. Interactive Reports ◦ PreAward Transactional Detail – Expense ◦ Sponsored Transactional Detail – Expense Available only in EFS Reporting. Query Manager ◦ UMGPCSAP Sponsored PreAward Detail ◦ UMGPCSPD UM Sponsored Project Detail Item Three ◦ UM_FGL_CHARTFIELDS_DEPT ID Chartfields By DEPTID ◦ Public UM_FGL_CHARTFIEL DS_PROJECT Chartfields By Project ◦ UM_FWF_APPR_BY_DEPTID Approvers by DeptID Public UMGPCSAP Sponsored Pre-Award Detail After entering your data, Click on “View Results” data will load and you have the options of file output type. Shows 208 lines of data UMGPCSPD UM Sponsored Project Detail Again, your detail will be ready to download into your preferred format. Shows 5645 of lines UM_FGL_CHARTFIELDS_PROJECT Chartfields By Project – another canned query, report/details different, but this show accounting period. UM_FGL_CHARTFIELDS_DEPTID Chartfields By DEPTID – only pulls one accounting period at a time. UM_FWF_APPR_BY_DEPTID Approvers by DeptID Public – Lists approver levels 1 & 2. I quit using these as the University hasn’t provided enough information on these and I feel they are too cumbersome to use? Am I the only one? One suggestion from OIT is when I have problems to call in and have a ticket created for problems with nVision!