Cayuse Grants allows you to create custom reports and export different data sets, depending on your needs as an administrator.
Creating a Report
- In the top right-hand corner, click on the Grants tab.
- Click on Filter & Report.
- 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.
- 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:
- Column 1 and Column 2: Choose the funds that will display on the report.
- Effort by: Choose whether Key Personnel effort will be displayed by percent, month/year, or both.
- Budget and Project Prorates: Define the date range to prorate the funds.
- Allocated by Key Personnel: Determine if funds will allocate according to the percent assigned to each investigator.
- User Defined Field: Choose from a selection of fields configured by your institution.
Options:
- Name Formatting: Choose how a name displays within the report, ie: First Name, Last Name.
- Exclude Date From Reports: Select whether or not you want the date of the report displayed on the report itself.
- Number of Org Units: Choose how many org units display on the report, ie: department, or school and department.
- First Org Unit: Choose whether school or department displays first.
- Grant Number: Specify if the proposal number or university number shows up on reports
When you are finished, click 
.