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Generating Grant Tickler Reports

Emily Yeomans
  • Updated

Use Grant Tickler Reports to identify grants with an upcoming due date, so that PIs can be alerted to start the report submission process. Tickler Reports print in a portrait orientation.

Two types of Tickler Reports are available:

  • User Defined Dates, which helps sort grants where the user entered dates on the Other Years/Info tab, or for when a final report was last received
  • Communication, which is a report based on information entered in the Communication tab

Related References

How to Generate a Grant Tickler Report

From the Grants Module, Reports menu, follow these steps to generate Grant Tickler Reports. Descriptions for fields and buttons for both Criteria Selection screens follow this section.

User Defined Dates Tickler Report

  1. Select Reports/Tickler Reports/User Defined Dates. The Grant Tickler Reports Criteria Selection screen appears. 

    User_Defined_Tickler_Report_menu.png

    Grant_Tickler_Reports_Criteria_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 Tickler 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.

Communication Tickler Report

  1. Select Reports/Tickler Reports/Communication. The Communication Reports Criteria Selection screen appears. 

    Tickler_Report_Communication.png

    Communication_Reports_Criteria_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 Tickler Report Field and Button Descriptions below for an explanation of how your selection will affect your report output.
  3. Click the desired Communication Type from the drop-down menu, such as Progress Report.
  4. Select the desired Report format from the drop-down menu.
  5. Click Print to generate the report. (You can learn more about navigating the report toolbar here.) 
  6. 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. 
  7. Click Close to leave the Criteria Selection screen.

Understanding Tickler Report Field and Button Descriptions

Following are descriptions for the fields and buttons that appear in the Criteria Selection screen for the User Defined Dates and Communication Tickler Reports. 

 

Tickler Reports Field/Button

Tickler Reports Field/Button Description

Status

The desired report can be based on one of four status conditions. Select at least one of the status conditions.

Grant Number

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

Start Date

Enter the start date of the desired data.

End Date

Enter the start date of the desired data.

Month

 

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.

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.

Comm Type

Select preferred Communication Type from drop-down menu.

Housed

Note: If Housed In or 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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