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Presentation Title. EFS Sponsored Reports / Doug Johnson 02.17.2009. Sponsored Reporting in EFS. Reports available in either EFS instance: Production(FSUMPRD) or Reporting(FSUMRPT) Sponsored Reports Available: Sponsored Transactional Detail – Expense Proposal Inventory

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  1. Presentation Title EFS Sponsored Reports / Doug Johnson 02.17.2009

  2. Sponsored Reporting in EFS • 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

  3. PreAward Spons. Reporting in EFS • 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.

  4. Path to Sponsored Reports

  5. UM Spons Trans Detail-Expense Project, from date through date entry options.

  6. UM Spons Trans Detail-Expense Reporting output 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.

  7. Opening Transaction Detail Report. The short report title: “UMFG061”, provides the xml output, click on it.

  8. Steps to opening XML files. 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.

  9. Transaction detail 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.

  10. Selected portion of output – Transactional Expense Detail. Output, if cost-sharing is included can extend to Column AN, 40 columns.

  11. UM Sponsored Project Detail Again business unit: UMSPR, Project number End date for the report. Multiple output options, XLS loads into Excel without any intermediate steps.

  12. Sponsored Project Detail output

  13. Sponsor Award Overview, need the CON # to generate this report. • This report provides summary A/R collected, and what is outstanding.

  14. NOGA Fully Setup Awards • Advance/Preaward Awards

  15. Sponsored Award Summary 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.

  16. Project Award Summary by PI.

  17. Other Tools for Getting Data Academic Health Center has created ART. To Get access email: Trent Rosby @ trent@umn.edu

  18. 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 only in EFS Reporting. • Query Manager • UMGPCSAP Sponsored Pre-Award Detail • UMGPCSPD UM Sponsored Project Detail Item Three • UM_FGL_CHARTFIELDS_DEPTID Chartfields By DEPTID • Public   UM_FGL_CHARTFIELDS_PROJECT Chartfields By Project • UM_FWF_APPR_BY_DEPTID Approvers by DeptID Public • Available in both EFS Instances. • Interactive Reports • PreAward Transactional Detail – Expense • Sponsored Transactional Detail – Expense

  19. Reports Through Query Viewer 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. UMGPCSAP Sponsored Pre-Award Detail Shows 5645 of lines

  20. Additional queries. 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.

  21. nVision reports, Templates formats provided by Marlan from OIT 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!

  22. Questions?

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