Cognos Reporting Tools

The following Cognos system reports (login required) are recommended by Accounting Services for Research and Sponsored Programs (ASRSP) for administrators to use when monitoring their unit's sponsor projects.

GM044 - Sponsored Project Portfolio

  • This report displays balances for active projects including totals for direct and indirect expenditures as well as encumbrances by department and/or principal investigator
  • It can run for negative balances only to monitor deficit spending
  • Drill through available by project to the GM045 - Sponsored Project Budget Statement

GM086 - Projects Balances Report

  • Similar to Sponsored Project Portfolio, but with added data fields including ASRSP Grant and Contract Financial Administrator (GCFA) Name, Award ID/Sponsor ID, Start and End dates
  • No drill through capability
  • Recommended by ASRSP: run for current period, all Contract Statuses, Active Projects, and specify either a particular PI for Manager/Reviewer field or select particular department for a detailed view of the current financial status of your constituency. View in Excel 2007 Data file type.

GM045 - Sponsored Project Budget Statement

  • Displays direct and indirect expenditure totals by project against the total budget amount along with project demographic data
  • Dollars are broken out and shown by Current Accounting Period, Fiscal Year to Date, and Inception to Date

GM096 - Grants Transaction History Queries

  • Displays expense and budget transactions on sponsored (grant) chart strings. This report, when downloaded to Excel, can be used in conjunction with ASRSP’s Expense Review Workbook template. The report contains two sections, “Expense Transaction Query” and “Budget Query”. When exported to Excel, the data will appear on separate tabs.
  • This report is used by Principal Investigators, Department Administrators, and ASRSP to review detailed transaction history by contract or project id. It can reduce compliance risk by providing departments with easier access to and greater detail regarding expenses posted to grants.

GL008 - Revenue and Expense Activity Report

  • All transactions affecting the budget for the current period
  • Revenue and expense are displayed by Project and it is possible to drill through to transactional data
  • Recommended by ASRSP: select User Define YTD Period and "998 - Adjustments" for Accounting Period to Date in order to see all transactions on a particular project or range or projects.

SC016 - Open Encumbrances Report

  • Shows open encumbrances and helps users to reconcile budgets and track purchase orders that have not been finalized

GL005 - Summary Budget Status Report

  • Summarizes budget for revenue and expenses for a specific Fund, Dept ID, Project
  • Can be used to track cost sharing commitments and funding received for a project

GL069 - Financial Summary

  • Displays summarized expense and revenue (actuals and budget) financial information by chart string for a DeptID or School/Unit, reflecting the typical Expenses, Revenues, and Ending Balance, as applicable
  • Can be used to track cost-sharing commitments