Grants: Part 2 - COGNOS Reporting

PrerequisitesNew

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

Before your booking is approved by the Finance Training Team, you must confiirm by emailing finance.training@admin.cam.ac.uk that you have:

• completed the on-line Introduction to Grants course before you attend this course, link below:

http://www.training.cam.ac.uk/fin/event/1202505

• a Raven Password, if you do not have this then click http://www.ucs.cam.ac.uk/docs/faq/raven/n5 to request one.
• a COGNOS account. If you do not have a http://www.admin-reporting.cam.ac.uk/cam-only/request/ account please click on this link to request one.

Once you have a Raven password and an account with COGNOS, please complete the following to eliminate any problems logging into COGNOS on the day of your training. This must be done at least 4 days prior to you attending a session.

• 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.

If you experience any problems, then please Becky Darlow on 01223 (7)65985

Your booking will not be approved until you have confirmed that you have complete these steps.

• 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