1. UD Financials Grants Reporting www.udel.edu/financials

2. Grants Data and Queries added to Reporting Database New Grants data and tables will supplement existing reporting capabilities (EZQ’s, etc.) New Grants data and tables will supplement existing reporting capabilities (EZQ’s, etc.) New pre-written queries will give you more reporting choices (GMQ’s and PIQ’s) New pre-written queries will give you more reporting choices (GMQ’s and PIQ’s)

3. Session Objectives For Query Viewers/Managers For Query Viewers/Managers Review Report and Production Databases Review Report and Production Databases Explain Access/Security in the Report Database Explain Access/Security in the Report Database Grants Revenue Recognition and Payments Grants Revenue Recognition and Payments Use the Pre-Written Queries (EZQs, GMQs, PIQs) Use the Pre-Written Queries (EZQs, GMQs, PIQs) Look at BUDDY Look at BUDDY For Query Managers For Query Managers Review Additional Info Needed to Create Queries Review Additional Info Needed to Create Queries Explain Design and Security of the New UOD Grants Tables Explain Design and Security of the New UOD Grants Tables Data Dictionary Data Dictionary

4. The report instance for the Query Viewer/Manager Report database – Grants Reporting ready now Report database – Grants Reporting ready now A copy of the production database A copy of the production database Updated nightly – data is one day older than production Updated nightly – data is one day older than production Example: JV you do today will be there tomorrow Example: JV you do today will be there tomorrow Security is based on Purposes or DeptID (for proposals) Security is based on Purposes or DeptID (for proposals) Security changes/updates also take one day to be reflected in Reporting database Security changes/updates also take one day to be reflected in Reporting database Where can I find the report instance? Where can I find the report instance? www.udel.edu/financials www.udel.edu/financials

5. Production vs. Report Access for the Query Viewer/Manager Proposals entry/review - FIPRD (production database). www.udel.edu/grants Proposals entry/review - FIPRD (production database). www.udel.edu/grantswww.udel.edu/grants Run reports/queries on grants data - FIRPT (report database). www.udel.edu/financials Run reports/queries on grants data - FIRPT (report database). www.udel.edu/financialswww.udel.edu/financials Some tables are secured by Purpose and others by Dept ID, your access will impact query results Some tables are secured by Purpose and others by Dept ID, your access will impact query results Staff who enter proposals will need access to related Dept ID or Purposes in order to query the proposal/award Staff who enter proposals will need access to related Dept ID or Purposes in order to query the proposal/award This is especially important for Grants with multiple projects and departments This is especially important for Grants with multiple projects and departments

6. Viewing your Reporting Access Run these queries to see your current access: UDQ_USERID_DEPT_ACCESS UDQ_USERID_DEPT_ACCESS Enter your user id to see DEPT IDs you have access to view Enter your user id to see DEPT IDs you have access to view UDQ_ROW_BY_ADMIN UDQ_ROW_BY_ADMIN Enter your last name with the % (wildcard) to see the Purposes you have access to view Enter your last name with the % (wildcard) to see the Purposes you have access to view To request new or additional access: e-mail your Dean’s or Director’s Office contact with DeptIDs and/or Purposes. Your contact will forward approval to ovpr-access@udel.edu. e-mail your Dean’s or Director’s Office contact with DeptIDs and/or Purposes. Your contact will forward approval to ovpr-access@udel.edu. ovpr-access@udel.edu

7. Understanding Grants Revenue Recognition In legacy system, grant revenue was recognized when cash was received In legacy system, grant revenue was recognized when cash was received In new Financials System, grant revenue is recognized as expenses are incurred; not when cash is received. In new Financials System, grant revenue is recognized as expenses are incurred; not when cash is received. A GMQ is coming that will show when cash is actually received (GMQ_CASH_RECEIVED_BY_CONTR). A GMQ is coming that will show when cash is actually received (GMQ_CASH_RECEIVED_BY_CONTR).

8. Reports for the Query Viewer/Manager Pre-written reports/queries: EZQ’s provide Purpose fund balances EZQ’s provide Purpose fund balances GMQ’s provide Proposal or Project detail GMQ’s provide Proposal or Project detail PIQ’s provide PI related information PIQ’s provide PI related information See Handout: Grants Reporting Queries See Handout: Grants Reporting Queries BUDDY – Quickly access transactions and add additional information to transactions (“tag data”)

9. And This Report Coming Soon! PI Snapshot – Statement of all projects for a PI, returning the expenses in the major categories and current balance as well as obligations. PI Snapshot – Statement of all projects for a PI, returning the expenses in the major categories and current balance as well as obligations. Will run on-request under the UD Processes menu Will run on-request under the UD Processes menu Will be an Excel spreadsheet Will be an Excel spreadsheet Results will be found in Report Manager (like monthly accounting statements) Results will be found in Report Manager (like monthly accounting statements)

10. BUDDY B ringing U niversity D ata D irectly to Y ou A web based dynamic report using UD People Soft financial data

11. Why would I use BUDDY Instead of UDFinancials Query? BUDDY decreases response time for inquiry BUDDY decreases response time for inquiry For routine inquiries to transactions and balances For routine inquiries to transactions and balances Easy way for PI’s and Chairs to get Purpose balances Easy way for PI’s and Chairs to get Purpose balances Ability to tag/comment on transactions Ability to tag/comment on transactions 3 additional free form userfields (Comments) can be added after transaction is posted to UD Financials. 3 additional free form userfields (Comments) can be added after transaction is posted to UD Financials. UD Chartfield (User Field) is updateable in BUDDY (does not write back to UDFinancials!!!!) UD Chartfield (User Field) is updateable in BUDDY (does not write back to UDFinancials!!!!)

12. When is BUDDY data updated? Daily at 9:00 am from FIRPT. Daily at 9:00 am from FIRPT. Update process can take some time and is completed by noon. Update process can take some time and is completed by noon. A JV you process today will show up in BUDDY tomorrow afternoon. A JV you process today will show up in BUDDY tomorrow afternoon. www.udel.edu/buddy www.udel.edu/buddy Where do I find BUDDY?

13. Summary for the Query Viewer/Manager Know thy Instance – FIPRD vs. FIRPT Know thy Instance – FIPRD vs. FIRPT Know thy EZQ and GMQ and PIQ Know thy EZQ and GMQ and PIQ Know thy BUDDY Know thy BUDDY Know thy Grants Trainer – report problems Know thy Grants Trainer – report problems

14. Writing Reports for the Query Manager How do I make my own queries? How do I make my own queries? Query Manager access needed Query Manager access needed Take Query Class before access granted Take Query Class before access granted Query Training on web (www.udel.edu/UDFS/info (click training tab) Query Training on web (www.udel.edu/UDFS/info (click training tab) Start with existing public query (GMQ) and ‘save as’ your own using your naming convention Start with existing public query (GMQ) and ‘save as’ your own using your naming convention Or start from scratch with ‘create new query’ Or start from scratch with ‘create new query’

15. Create New Query for the Query Manager Data is stored in tables. “UOD Views” were created by combining the most commonly used Grants tables (records). Data is stored in tables. “UOD Views” were created by combining the most commonly used Grants tables (records). The UOD Views have row level security by DeptID or Purpose The UOD Views have row level security by DeptID or Purpose

16. The UOD Views for the Query Manager Five UOD Views in the Report Instance for Grants (See the Data Dictionary at www.udel.edu/UDFS/info) Award Attributes View UOD_AWD_ATRB_VW Award Attributes View UOD_AWD_ATRB_VW Proposal Budget View UOD_PRP_BUD_VW Proposal Budget View UOD_PRP_BUD_VW Proposal Attributes View UOD_PRP_ATRB_VW Proposal Attributes View UOD_PRP_ATRB_VW Project View UOD_PRJ_VW Project View UOD_PRJ_VW Project Resource View UOD_PRJ_RES_VW Project Resource View UOD_PRJ_RES_VW Coming soon… Project Funding View UOD_PROJ_FUND_VW Project Funding View UOD_PROJ_FUND_VW

17. The Grants Data for the Query Manager Learn about the data in the UOD Views www.udel.edu/UDFS/info www.udel.edu/UDFS/info Data dictionary (Data & Terminology tab) Data dictionary (Data & Terminology tab) Defines fields within the Views Defines fields within the Views Provides field format, length and other attributes Provides field format, length and other attributes Best to brush up on data before writing or running queries Best to brush up on data before writing or running queries

18. Important Codes for the Query Manager Analysis Types – see Handout Analysis Types – see Handout Critical to querying on UOD_PRJ_RES_VW Critical to querying on UOD_PRJ_RES_VW Multiple rows created for transactions, duplication and erroneous balances will occur in queries if Analysis Types not considered Multiple rows created for transactions, duplication and erroneous balances will occur in queries if Analysis Types not considered Other Important Codes – see Handout Other Important Codes – see Handout Award Status Award Status Project Status Project Status Proposal Status Proposal Status

19. Let’s Run an EZQ! Query Viewer/Manager Log on to the Report Instance Log on to the Report Instance www.udel.edu/financials www.udel.edu/financials www.udel.edu/financials Select Reporting Tools/Query/Query Viewer Select Reporting Tools/Query/Query Viewer Type in “EZQ” Type in “EZQ” Select EZQ_BAL_PROJ_SUMMARY Select EZQ_BAL_PROJ_SUMMARY Fill in prompts Fill in prompts Returns project-to-date balance summarized by account category Returns project-to-date balance summarized by account category

20. Let’s Run a GMQ! Query Viewer Log on to the Report Instance Log on to the Report Instance www.udel.edu/financials www.udel.edu/financials www.udel.edu/financials Select Reporting/Query/Query Viewer Select Reporting/Query/Query Viewer Type in “GMQ” Type in “GMQ” Follow the handout: “Grants Reporting Queries” Follow the handout: “Grants Reporting Queries” OR OR Select GMQ_PROP_PROJS_BUD Select GMQ_PROP_PROJS_BUD Use a proposal with multiple projects Use a proposal with multiple projects Returns all budget info for Projects in a proposal Returns all budget info for Projects in a proposal