The following financial reports/dashboards are provided for the campus users responsible to monitor their grants activities.
It’s important to use grant-specific reports to monitor external funding because not all grants follow a July 1 – June 30 fiscal year.
The dashboards below have several filter options to focus report to a specific fiscal year, organization, account, employee, index code, and others. The following information is provided by the reports:
- Grant and Contracts information
- Payroll processing for a specific fiscal year and payroll number ranges
- Information about wages and benefits expenses by employee, index code, fund, account, and by organization hierarchy
What is needed to run Grants reports?
To run Grants reports, you will need to have Banner Finance Access, Reporting database access, Oracle username and password, and Tableau access (see FAQs for more details).
Dashboards
General Grants Reporting
- Grant Summary Inception to Date (FRIGITD) -View budget amounts and current remaining balances by expense type.
Specialty
- Transaction in a Single Fiscal Period
- Wage & Benefit Summary Data
Grant Executive Level Dashboards
- Grant & Contracts Overview – Summary of all active external funding within your fiscal access privileges.
- Grant Proposal Status – Summary of all funding, not funded, and pending proposals within your fiscal access privileges.
Resources
Please see Office of Grant and Research Development department for more information.
