Grants Part 2: Grant reports in COGNOS

Prerequisites

This course will concentrate on how to use the COGNOS reporting tool to help manage departmental research grants. These reports can be divided into three main categories:

• Summary financial information for Projects
• Detailed expenditure analysis
• Management reports for Grants due to close

In this course we will not access the Grants module in CUFS.

Staff who manage departmental Grants.

Please Note: If you work in the ROO, this course only covers the reports that are available to grant administrators in the depts. It doesn't focus on the central reports that you will run as part of your role as this will be covered internally by the ROO. If you would just like to know how to use Cognos and create some shortcuts, personalised pages then refer to the Getting Started in Cognos course.

Your booking will remain 'provisional' until the following prerequisites have been completed and you have advised finance.training@admin.cam.ac.uk

• Pass the on-line Introduction to Grants course: http://www.training.cam.ac.uk/fin/event/1501976
• Your department key contact/line manager must submit an on-line request form to the Cognos team advising that you need access to Cognos and to the Grants folder for your department. http://www.admin-reporting.cam.ac.uk/cam-only/request/

Once you have COGNOS access, please complete the following 5 working days prior to your training to eliminate any problems logging into COGNOS on the day.

• Log into COGNOS by clicking on COGNOS Login: http://www.admin-reporting.cam.ac.uk/
• Click on 'Log into Cognos'
• Enter your CRSID, raven password and click OK
• Public Folders page will display.
• Click on the folder called 'LIVE'
• Click on the folder for your School
• Click on the folder titled 'Departmental (Shared) Reports
• You should have a Grants Folder with reports listed in the folder.

Your booking will not be 'approved' until you have confirmed that you have completed these steps. If you experience any problems, then please email finance.training@admin.cam.ac.uk

Number of sessions: 1

• Accessing COGNOS to run Grant reports in both PDF and Excel formats
• How to set up short cuts to ‘My Folders’
• How to create personalised pages
• Schedule reports to run in the future and email them to yourself and others
• Identify the various reports available and discuss the data that they show
• To explore what reports are available to PIs

To report and manage Grants efficiently and effectively by utilising COGNOS.

Demonstrations and practicals to consolidate learning

One half day session

Every other month