Kuali Research Quick Start Guide: Reports

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STEP 1:

Click the top ‘Reports’ Menu

STEP 2:

The ‘Award’ and ‘Proposal’ reports are accessed from the left hand menu.

STEP 3: 

To see a list of awards click on the tab ‘USU Awards’ and then ‘Award Actions Report.’

STEP 4:

You will see a list of award details for the previous month.

  • This list can then be filtered to see just the data you need by using the data and date filters on the right.

STEP 5:

To see a list of proposals click on ‘USU Proposals’ and then ‘Proposal Report.’

STEP 6:

You will be shown a list of proposals for the previous month.

  • The list can be filtered to show the data you need by using the data and date filters on the right.
  • Use the scroll bar at the bottom of the report to slide left and right to see all of the data available in the report
  • The filter line at the bottom of the report will show which filters have been selected.
  • The filter labeled ‘Restrict’ shows the date range for the current report results.

STEP 7:

All reports can be exported as an Excel worksheet by clicking the ‘Export’ button at the bottom.

STEP 8:

All reports default to the previous month.

  • Click on the date filter and choose a ‘start and end date’ to show data for any date range going back 5 years.

STEP 9:

To run reports for research centers or departments that are not the academic department of the PI, use the ‘Individual Unit Report.’

STEP 10: 

To see all awards for one individual, whether they were a PI or a CoI, run the ‘Individual Researcher Report’ and choose the person or persons you want to see from the researcher filter on the right.

STEP 11:

Any report that is labeled as a ‘Dashboard’ will show graphs and graphics giving a quick look into summary data.

Download Guide PDF