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Cognos Reports - Northwestern University

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Cognos Reports December 4, 2014 WCAS Research Administration
Transcript

Cognos Reports

December 4, 2014WCAS Research Administration

Cognos

• Is part of Finance, Facilities and Research Administration (FFRA) (Formerly Project Café)

• Sometimes referred to as Cognos BI (Cognos Business Intelligence)

• Creates  financial reports from NUFinancials, InfoEd, and FAMIS

• Secure system—has different levels of access

Useful Cognos Reports for Sponsored Research Management

In: Public Folders > Finance Facilities and Research Administration >School>Sponsored Programs Management

• GM044 – Sponsored Project Portfolio• GM045 – Sponsored Project Budget Statement• GL008 – Revenue and Expense Activity Report• GM033 – Project Account Summary

The GMO45 & GL008 are sent as part of monthly reconciliations

Getting there via NUPortal

How do you run a sponsored project report?

GM044 – Sponsored Project Portfolio

GM045 – Sponsored Project Budget Statement

The Search Page, Part 1

Don’t forget to select report period

Search by PI

Search by department

The Search Page, Part 2

Search by project number(600XXXXX)

Search by Project Number

Type in project number from chartstring

Result shows up here

But not done yet!

Select Project

Select Project

Now you are done.

Search by Name step 1

Type in name

Search by Name Step 2

Select this radio button

Search by Name Step 3

Click on “search”

Results pop up here

Search by Name

Select and click “insert”

Search by Department

GM044 Project Portfolio

This is a link to the GM045 report HTML format

GMO45 Sponsored Project Budget Statement 

Account codes opened

Column headings hiding up here

GMO45 

Project end date

GMO45 

ASRSP contact

GMO45 Budget Statement

Link takes you to GL008

GL008 Activity Report

GL008, Page 2

Click to drill down

Who got paid?

Doesn’t always work

Take Home Message..

If there’s a link in the report, click on it

WCAS Help Page

FFRA Training Curriculum Page

Questions?


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