Reports - Preconfigured Reports

Overview

If you are a hosted customer with Kuali Research then system reports are available on the Reports tab to users with the appropriate permissions.  The role required to enable the Report tab in the top header for a user is Run Global Reports - but be aware this will give access to all reports within the Reports tab. 

NOTE:  For those customers not yet utilizing the Dashboard the Reports option can only be viewed in hosted customer environments by setting the KUALI_REPORTS_ENABLED parameter to Y; once enabled you will see the 'Reports' tab option in the top header (and you have the role mentioned above).  

This table outlines the pre-configured reports that are available in the Reports tab within the Classic folder. The data tables for each of these are available in a separate view, stored in the Data folder. These reports are only available to hosted customers currently and not to on-premise implementations. 

More information on using the reporting tool can be found in the Reports - Using Reports article.

Pre-Configured Report Descriptions

Category	Report	Business Questions Answered by this Report	Available Filters
Awards	Amounts	How many awards have been received during a given fiscal period by a given unit or units, and what is the total cumulative obligated amounts of those awards?	Notice Date, Parent Unit, Lead Unit, Fiscal Year
Awards	General	How many awards have been received to date, and what are key data elements for each award? What is the current total cumulative obligated and anticipated amount associated with each award?	Notice Date, Lead Unit, Parent Unit, Grandparent Unit, Award Status, Award Type, Activity Type, Award Transaction Type, Sponsor Name, Sponsor Type, Prime Sponsor Name, Prime Sponsor Type, Years in Date
Awards	Credit Splits	How many awards have been received to date, and what are key data elements for each award? What is the current total cumulative obligated and anticipated amount associated with each award? How do these amounts reflect the investigator and unit credit split percentage specified in the award record?	Lead Unit, Parent Unit, Grandparent Unit, Award Status, Sponsor Name, Sponsor Type,  Prime Sponsor Name, Prime Sponsor Type, Account Number, Activity Type, Award Transaction Type
Awards	Transactions	What transactions have taken place over the selected fiscal period, and what type of transactions were they? What was the date and change amounts associated with each transaction? What type of award, and what sponsors were these transactions associated with?	Award Transaction Notice Fiscal Date, Update Date, Lead Unit, Parent Unit, Grandparent Unit, Award Status, Sponsor Name, Sponsor Type, Prime Sponsor Name, Prime Sponsor Type, Account Number, Award Transaction Type, TNM Transaction Type
Institutional Proposals	General	How many proposals have been submitted over a given fiscal period, and what are key data elements for each proposal?	Deadline Fiscal Date, Lead Unit, Parent Unit, Grandparent Unit, Proposal Type, Proposal Status, Activity Type, Sponsor Name, Sponsor Type, Prime Sponsor Name, Prime Sponsor Type, Proposal Sequence Status, Proposal Log Flag, Principal Investigators, Central Admin Contact, Unit Admin Contact
Institutional Proposals	Credit Splits	How many proposals have been submitted to date, and what are key data elements for each proposal? What is the total proposed amount, for both the initial period and the total project period, associated with a given proposal or proposals? How do these amounts reflect the investigator and unit credit split percentage specified in the institutional proposal record?	Start Date, Lead Unit, Credit Split Parent Unit Name, Credit Split Unit Name, Person Name, Person Role, Proposal Number, Title, Activity Type, Proposal Status, Proposal Type, Prime Sponsor Name, Prime Sponsor Type, Sponsor Name, Sponsor Type, Credit Type
Negotiations	Activity	What activities are associated with a given negotiation, and what is the status, type, and location of each of those activities?	Activity Fiscal Start Date, Activity Fiscal End Date, Status, Association Type, Negotiator, Location, Activity Type
Negotiations	General	What is the status of all negotiations, and what are key data elements associated with each negotiation?	Fiscal Start Date, Fiscal End Date, Status, Negotiator, Agreement Type, Association Type, Lead Unit, Sponsor, Prime Sponsor
Proposal Development	General	What is the status of each proposal development record, and what are key data elements associated with each proposal? When are these proposals due?	Deadline Fiscal Date, Grandparent Unit, Parent Unit, Owned By Unit, Proposal Type, Proposal Status, Activity Type, Sponsor Name, Sponsor Type, Prime Sponsor Name, Prime Sponsor Type, Proposal Log Flag
Proposal Logs	General	How many proposal log records were created during a given fiscal period? What is that status of each proposal log record, and what are key data elements associated with each proposal log?	Deadline Fiscal Date, Proposal Log Status, Proposal Type, Sponsor Name, Proposal Log Flag
Subawards	General	How many outgoing subawards have been issued during a given fiscal period? What awards are they associated with, and what is their status? What are the total obligated and anticipated amounts associated with each outgoing subaward?	Subaward Execution Fiscal Date, Subaward Type, Subaward Status