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. When in the Sponsored Projects Dashboard the permission required to enable the Report tab option for a user is 'Run Global Reports' which is a part of the 'Run Global Reports' and 'KC SuperuserOSP' roles by default - but be aware this will give access to all reports within the Reports tab. These reports are only available to hosted customers currently and not to on-premise implementations.
To enable the Reports menu option within just the COI module there are the below COI specific roles within Kuali Groups /groups that give Report access to users (more information on User/Group configuration can be found in the Compliance - User/Group Management article). And information on managing Protocol specific permissions can be found in the Managing COI Permissions article.
- COI Admin - all units and all COI reports
- COI Viewer - all COI reports but limited to the unit(s) they are members of and those units below
- COI Report Viewer - new role, all COI reports limited to the unit(s) they are members of and those units below
If you would like COI Admins to have report access we suggest adding them to the COI Report Viewer role since that's the most straight forward approach currently. Because the COI Administrator role lives in the monolith it would also need to be pushed to /groups if you desire to use this role for report access. This includes some parameter configuration and other sync actions described in the COI - Managing COI Permissions. Long term we will be moving the COI Administrator role out of monolith so management is only handled in /groups.
Please note, adding a user to one of the above roles in /groups will take a day to sync with the nightly report job due to unit provisioning available in compliance reports. So adding a user to one of these roles will not immediately give them access to the Reports - they will need to wait until the next day to have access.
This table outlines the pre-configured reports that are available in the Reports tab within the Research folder. These reports are only available to hosted customers currently and not to on-premise implementations.
Please note that users with the Report Designer designation must be added to one of the above COI roles with report privileges in order to have access to the COI data cubes. More information on using the reporting tool can be found in the Reports section of the Knowledge Base in our support portal. Reports in PRD environment will point to PRD data and reports in STG/SBX environments will point to SBX data.
Pre-Configured COI Report Descriptions
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Category |
Report |
Business Questions Answered by this Report |
Available Filters |
Views in Report |
Conflict of Interest |
Disclosures Volume |
How many disclosures have been submitted to date or over a given time period? How disclosures have been automatically approved? |
Submission date, Approval date, Quarters in Last Action Date |
Disclosure Reviewer Details table, Disclosure Details pivot table, Disclosure Volume per Quarter Line Graph, Disclosure Volume per Month Line Graph, Disclosure by Reviewer bar graph |
Conflict of Interest |
Project Reviewer Dispositions |
What dispositions were recommended by reviewers and assigned to project persons in disclosures? |
Project Title, Project ID, Project Sponsor, Project Type, Project Disposition, Project Reviewer Disposition, Required, Sponsor Hierarchy, Sponsor Code, |
Project Reviewer Disclosure table, Reviewer Disposition Bar graph, Project Dispositions Bar graph |
Conflict of Interest |
Project Volume Report |
What is the volume of projects being submitted in disclosures for a given period of time? |
Disposition, Reviewer Recommended Disposition, Disposition Set At (Default to This and Past 2 Years), Sponsor, Prime Sponsor, Reporter, |
Project Volume Table, Bar Graph: Project Volume By Sponsor Hierarchy and Project Type, Bar Graph: Project Volume By Sponsor Hierarchy and Disposition |
Conflict of Interest |
Review Assignments |
What reviewers are assigned to disclosures and what is the status of those reviews? |
Assigned date, Completed date, Disclosure status |
Review Assignments Pivot Table, Disclosure Status by Reviewer bar chart |
Conflict of Interest |
Disclosure Financial Entities |
What financial entities are included in reporter's disclosures. This dashboard only tracks free text entity names. |
Submitted Date, Approval Date, Approved By, Disclosure Display Name, Disclosure Status, Disposition, Entity Name, Active |
Disclosure Financial Entities Table |
Conflict of Interest |
Disclosure Sponsor Linked Financial Entities |
What financial entities are included in reporter's disclosures. This dashboard tracks sponsor linked entity names and free text entity names. |
Submitted Date, Approval Date, Approved By, Disclosure Display Name, Disclosure Status, Disposition, Sponsor Entity Name, Manual Entity Name, Sponsor Entity Type, Active |
Disclosure Sponsor Linked Financial Entities Table |
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