How do I generate and customize reports using the off-Platform version?

Cayuse Grants allows you to create custom reports and export different data sets, depending on your needs as an administrator.

Creating a Report

1. In the top right-hand corner, click on the Grants tab.
   
   
2. Click on Filter & Report.
   
   
3. Use the different fields and tabs to fill in the information that you'd like in your custom report. You can fill in information across multiple tabs.
4. Click Report.
   
   

Customizing Your Report

Once you click on reports, you will choose the kind of report you wish to export in a dialogue window.

Clicking on the arrow next to each folder expands that folder to show the available report formats.

Once you choose a report format, report settings and options will populate. Settings and Options do not apply to every report.

Settings:

1. Column 1 and Column 2: Choose the funds that will display on the report.
2. Effort by: Choose whether Key Personnel effort will be displayed by percent, month/year, or both.
3. Budget and Project Prorates: Define the date range to prorate the funds.
4. Allocated by Key Personnel: Determine if funds will allocate according to the percent assigned to each investigator.
5. User Defined Field: Choose from a selection of fields configured by your institution.

Options:

1. Name Formatting: Choose how a name displays within the report, ie: First Name, Last Name.
2. Exclude Date From Reports: Select whether or not you want the date of the report displayed on the report itself. 
3. Number of Org Units: Choose how many org units display on the report, ie: department, or school and department.
4. First Org Unit: Choose whether school or department displays first.
5. Grant Number: Specify if the proposal number or university number shows up on reports

When you are finished, click .