Reports - Preconfigured Research 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.  

This table outlines the pre-configured reports that are available in the Reports tab within the Research > 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 section of the Knowledge Base in our support portal.

Pre-Configured Research 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

Additional Admin Level Reports

The below reports require additional provisioning by us to allow access.  These are admin level reports that allow you to see Roles and Permissions in your local Kuali Research and the users assigned to each.  If you would like access to these reports please submit a support ticket.

Category	Report	Business Questions Answered by this Report	Available Filters
Admin	Institution Permissions	Lists all system permissions.	Permission Name, Permission Active
Admin	Institution Role Permissions	Lists all system roles with associated permissions	Role Name, Role Active, Permission Active
Admin	Institution Roles	Lists all system roles.	Role Name, Role Active
Admin	User Permissions	Lists all permissions (with associated roles) assigned to a user.	Role Name, Role Active, User Active, Permission Name, Permission Active, Last Name
Admin	User Roles	Lists all Roles assigned to a user.	Role Name, Role Active, User Active, Last Name