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Generating Grant List Reports

Emily Yeomans
  • Updated

Use List Reports to display the miscellaneous data that are not available through other report formats. For instance, you can create List reports to display:

  • Total Effort by Principal Investigator,
  • Grant Account Numbers House in Department,
  • Grant List by Department, Division, and Principal Investigator, and
  • Annual Report, among others. 

The List Report Criteria Selection screen provides you with report choices that combine Department Number and various other criteria to display grants on the basis of where they are housed (inside and/or outside the department). The Status field determines whether you have selected grants that are Pending, Active, Terminated, or Rejected. IF left blank, all grants are selected.

Related References

How to Generate a Grant List Report

From the Grants Module, Reports menu, follow these steps to generate a Grant List Report. Descriptions for fields and buttons follow this section.

  1. Select List Reports. The Grant List Reports Criteria Selection screen appears. 

    File_-List_Report.png

    Grant_List_Rpt_Criterial_Selection_Screen.png
  2. Click the desired grant Status checkbox—Pending, Active, Terminated, or Rejected. You can tab through the selections. 
    Note: If left blank, all grants are selected.

    For the remaining criteria, filter by the data you want to populate your report. See Understanding List Report Field and Button Descriptions below for an explanation of how your selection will affect your report output.
  3. Select the desired Report format from the drop-down menu.
  4. Click Print to generate the report. (You can learn more about navigating the report toolbar here.) 
  5. Print or Export the report, as desired. A dialog box appears. Click OK. IF you have selected Export, the system will prompt you to designate a file location for the exported file. You will be able to view and manage your exported report there. 
  6. Click Close to leave the Criteria Selection screen.

Understanding List Report Field and Button Descriptions

List Report Field/Button

List Report Field/Button Description

Status

The desired report can be based on one of four status conditions. At least one of the status conditions must be selected.

Grant Number

Select either proposal # or University # to be displayed on the report.

Effective Date

Key the report date selection criteria desired. This date is usually ‘today’, or the start date of a fiscal year, or the end date of the fiscal year. The report then lists grants that have a budget period start date that is before the effective date and a budget period end date that is after the effective date. This means that the grant is ongoing on the Effective Date.

PI ID

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

Agency Type

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

PI Type

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

Award Type

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

Housed    

Note: If Housed In or Housed Out is selected, the Department, Division, or School field must be activated.

 

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.

Print Options

 

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.

Report

Allows a choice of formats for displaying and printing.

 

 

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