Status

The desired report can be based on one of four status conditions:   Pending, Active, Rejected, Terminated. At least one of the status conditions must be selected.

Date range

Enter the start and end date of the desired data.

Date Period

Choose the Period desired before Date Range is selected. The option ‘Submit.’ refers to the Date Submitted (to the Agency) information listed in the upper right-hand corner of the main Grant Data Entry screen.

Date Type

Any

Any part of a grant (budget or project) must fall between criteria dates. For example, if criteria dates are 7/11/06 – 12/31/06, a grant with period dates of 6/1/06 – 5/31/07 would be included in

report output.

Start

Grant start date must fall between criteria dates.

End

Grant end date must fall between criteria dates.

None

Choosing this means that date criteria is not being used for the report.

Housed               

Note: If Housed In or Housed Out is selected, the department, division, or school field must be populated.

In

Includes placement

Out

Excludes placement

All

None applicable

Dept

Department code for data selected on the report. Leave blank if you want all departments included in the report.

Division

Division code for data selected on the report. Leave blank if you want all divisions included in the report.

School

School code for data selected on the report. Leave blank if you want all schools included in the report.

Allocate $ Dept/Div

Print Options

Amount

Select from the radio buttons which of the following amounts you want reported in Column 1 and Column 2 of the report: Budget Direct; Budget Indirect; Budget Total; Project Direct; Project Indirect; Project Total; In Kind Match; Cash Match; None

Grant Number

Use Proposal # or University # on report.

First Name

Choosing this option will include complete first names on the report.

First Initial

Choosing this option will include just first initials on the report

Print Last Name First

If this option is selected, the last name will be listed first.

Exclude Date from Report

Choosing this option will exclude the date the report is run from printing at the top of the report.

Investigator

PI Type

Select from drop-down menu to report on only one PI Type; leave blank to include all PI Types in the report.

PI ID

Select from drop-down menu to report on only one PI; leave blank to include all PI Types in the report.

Group

Select from drop-down menu to report on only on PI Group; leave blank to include all PI Groups in the report.

Include Post Docs

Choosing Yes or No will include or exclude Post-Doctoral Fellows who are investigators on grants.

Financial Responsibility

Select “Yes” to include only those PI’s who are Financially Responsible on the grant. Select “No” to include only those PI’s who are not Financially Responsible. Select “Both” to include all regardless of Financially Responsible Status.

Dept Faculty

Select “Yes” to include only those PI’s who are indicated as “Dept Faculty” on the grant. Select “No” to include only those PI’s who are not indicated as “Dept Faculty”. Select “Both” to include all regardless of “Dept Faculty” status.

On OS pages

Select “Yes” to include only those PI who are indicated as Other Support on the grant. Select “No” to include only those PI’s who are not indicated as Other Support. Select “Both” to include all regardless of Other Support status.

Prorate Criteria

Note: Starting and Ending dates must be provided if the Prorate $ / Budget Per. button is set to yes.

This option is used in the reporting of grant budget periods for the occurrence of a budget period that does not align with a department’s fiscal year. Typically, the start and end dates are the beginning and end of the fiscal year. This option computes the portion of the grant’s direct and total dollars that fall within the prorate criteria date range. Consider this scenario:

Prorate criteria date range: 7/1/16 – 6/30/17 Grant budget period: 1/1/17 – 12/31/17 Total dollars: $100,000

In this example, since one-half of the grant falls within the prorated period, $50,000 is reported when using the Prorate Criteria option.

Prorate $/Budget Per

If Yes is selected, Prorate Criteria dates are required.

Award Type

Select from drop-down menu to report on only one Award Type; leave blank to include all Award Types in the report.

Fund Agency

Select from drop-down menu to report on only one Funding Agency; leave blank to include all Funding Agencies in the report.

Prop Type

Select from drop down menu to report on only one Proposal Type; leave blank to include all Proposal Types in the report.

Account

Select from drop down menu to report on only one Account Code; leave blank to include all Account Codes in the report.