Grant Budget Reports provide information according to major expenditure categories (Object Codes). Information in these reports can be listed by Grant, as well as by groups of funding categories, such as the Grant itself or matching funds.
Related References
How to Generate a Grant Budget Report
From the Grant Module, Reports menu, follow these steps to generate a Grant Budget Report. Descriptions for fields and buttons for the Criteria Selection screen follows this section.
- Select Reports/Budget Reports. The Grant Budget Reports Criteria Selection screen appears.
- 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 Budget Report Field and Button Descriptions below for an explanation of how your selection will affect your report output. - Select the desired Report format from the drop-down menu.
- Click Print to generate the report. (You can learn more about navigating the report toolbar here.)
- 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.
- Click Close to leave the Criteria Selection screen.
Understanding Budget Report Field and Button Descriptions
Following are descriptions for the fields and buttons that appear in the Criteria Selection screen for the Grant Budget Report.
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Budget Reports Field/Button |
Budget Reports Field/Button Description |
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Status |
The desired report can be based on one of four status conditions. Select at least one of the status conditions. If you do not, all will display in the report. |
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Grant Number |
Select either proposal # or University # to be displayed on the report. |
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Start Date |
Enter the start date of the desired data in MM/DD/YYYY format. |
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End Date |
Enter the start date of the desired data in MM/DD/YYYY format. |
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Prorate Amounts |
Select Yes or No to indicate if Prorate Amounts desired. |
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PI ID |
Select from drop down menu to report on only one PI; leave blank to include all PI Types in the report. |
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Agency Type |
Select from drop down menu to report on only one Agency Type; leave blank to include all Agency Types in the report. |
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Fund Agency |
Select from drop down menu to report on only one Funding Agency; leave blank to include all Funding Agencies in the report. |
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Award Type |
Select from drop down menu to report on only one Award Type; leave blank to include all Award Types in the report. |
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Prop Type |
Select from drop down menu to report on only one Proposal Type; leave blank to include all Proposal Types in the report. |
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Object Set |
Select from the drop-down menu the desired Object Set from the organizational codes. |
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Housed Note: If Housed In or Out is selected, the Department, Division, or School field must be activated. |
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In |
Includes placement. |
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Out |
Excludes placement. |
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All |
None applicable. |
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Dept |
Department code for data selected on the report. Leave blank if you want all departments included in the report. |
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Division |
Division code for data selected on the report. Leave blank if you want all divisions included in the report. |
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School |
School code for data selected on the report. Leave blank if you want all schools included in the report. |
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Print Options |
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First Name |
Choosing this option will include complete first names on the report. |
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First Initial |
Choosing this option will include just first initials on the report |
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Print Last Name First |
If this option is selected, the last name will be listed first. |
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Exclude Date from Report |
Choosing this option will exclude the date the report is run from printing at the top of the report. |
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Report |
Allows a choice of formats for displaying and printing. |
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