This guide provides a brief overview of each of the Oracle reports focused on central Grants Research Administration. These reports are only available for members of University Research Administration.

Common to most of the reports is an export feature. It is found at the center of the report results page at the bottom of the data grid. There are options to export results to both formatted and unformatted file types.

Award Details Report

The UChicago Award Details including Projects Report is a comprehensive document that presents multiple aspects of awards and projects, including demographic and date details, along with summarized financial information. This report serves as a vital tool for managing, tracking, and analyzing the array of projects undertaken by the University of Chicago across different disciplines and funding sources.

Reviewing Sponsored Programs Dashboard Reference Guide

• What is the total funding allocated for projects outlined in the UChicago Award Details report?
• What awards and projects have upcoming end or finish dates?
• How does the distribution of awarded projects vary across different departments or disciplines?
• What is the average duration of projects outlined in the report, and are there any notable trends in project duration?

Business Unit

Award Number

Project Number

Principal Investigator

Award Type

Award Purpose

Award on Billing Hold Report

The UChicago Award on Billing Hold lists all Awards/Contracts with Bill Plans on Hold, along with associated Contract Notes.

Grants Reporting Dashboard: [Link will be inserted after implementation in July 2024]

• Which contract bill plans are on hold for which Bill to Customers?
• Do Contract Notes explain the reason(s) for the Holds?

Award Number

Award Name

Bill to Customer Name

Bill to Customer Name

Award Reference Details Report

The UChicago Award Reference Details Report provides a list of references associated with sponsored awards received by the University of Chicago, along with other high-level award attributes. The references include AURA/ARTEMIS Award IDs, IRB IDs, and Protocol IDs.

Grants Reporting Dashboard: [Link will be inserted after implementation in July 2024]

• What is the AURA or ARTEMIS ID associated with an award?
• What is the Protocol or IRB Number associated with an award?

Business Unit

Award Number

Cost Reimbursable Pre Bill Report

The UChicago Cost Reimbursable Pre Bill Report displays transaction details for cost reimbursable contracts that have not been invoiced, or which are partially invoiced.

Grants Reporting Dashboard: [Link will be inserted after implementation in July 2024]

• What is the total amount of uninvoiced transactions for a given Contract or Project?
• What project organization is associated with the transaction?
• What is the invoice status?
• What high-dollar transactions have not been invoiced?
• What transactions are associated with projects ending in the current year?

Contract Name

Contract Number

Project Name

Project Number

Project Organization Name

Bill Plan

Project Start Date Range

Project End Date Range

Uninvoiced Amount Range

Invoice Status

Customer and CRO Relationships Report

The UChicago Customer and CRO Relationships Report provides insights into the relationships between Sponsors and their CROs.

Grants Reporting Dashboard: [Link will be inserted after implementation in July 2024]

• What are the key findings regarding UChicago's customer-CRO relationships in the latest report?
• How are funding sources distributed among the various CRO relationships outlined in the report?
• What strategies are recommended for strengthening customer relationships based on the insights from the report?
• Are there any notable trends or patterns in the communication dynamics between UChicago and its CROs highlighted in the report?
• How can the insights from the Customer and CRO Relationships Report inform decision-making regarding future collaborations and funding allocations?

Funding Source Number

Funding Source Name

Account Related Number

Account Related Name

Fixed Price Pre Bill Report

The UChicago Fixed Price Pre Bill Report display invoice and event details for Awards/Contracts with Amount-based Bill Plans – i.e. contracts that are not invoiced based on expenses incurred.

Grants Reporting Dashboard: [Link will be inserted after implementation in July 2024]

• What is the total uninvoiced amount for a specified contract?
• Which events have not been invoiced?

Contract Name

Contract Number

Project Name

Project Number

Project Org

Project Start Date Range

Event Completion Date Range

Recognized Revenue Range

Contract Amount Range

Uninvoiced Amount Range

Event Invoice Status

GATA Report

The UChicago GATA report is designed to assist in the preparation of a report of expenditures of State of Illinois Grant funds. It is a requirement of the Grant Accountability and Transparency Act (GATA).

Grants Reporting Dashboard: [Link will be inserted after implementation in July 2024]

• What are the total expenditures by CSFA (Catalog of State Financial Assistance) Number, Award and Project for a given fiscal year?

Fiscal Year

Project Organization

Funding Source (Sponsor)

Interest Bearing Awards Report

The UChicago Interest Bearing Awards Report was designed as a tool to assist in the calculation of interest earned on awards where sponsors make advance payments. Unapplied balances, together with interest rates provided by the Treasury department, are used in conjunction to calculate interest amounts. The interest earned is then credited to a corresponding award project or returned to the sponsor, depending on the award’s terms.

Grants Reporting Dashboard: [Link will be inserted after implementation in July 2024]

• What Receipts (sponsor payments) are unapplied for Awards marked as Interest Bearing per the sponsor’s terms?

Award Number       

Award Name

Interest Bearing Award     

Sponsor Number    

Sponsor Name

LOC Invoices and Draw Amounts Report

The UChicago LOC Invoices and Draw Amounts report provides a comprehensive list of all contracts associated with a sponsor Letter of Credit, as well as the history of draws (invoices) on those contracts.

Grants Reporting Dashboard: [Link will be inserted after implementation in July 2024]

• What are all the Active Contracts on a given sponsor’s Letter of Credit?
• Which LOC Contracts are currently being amended?
• What is the LOC draw history for a particular Contract?
• What LOC Contracts have end dates in the near future or recent past?
• What is the total draw amount and list of invoices created for the most recent draw for a given sponsor?

Contract Status

Contract Number

LOC ID

LOC Document ID

Last Invoice Date Range

Invoice Status

Contract Amount Range

Previously Invoiced [Date] Range

Allowable Draw [Date] Range

Project Budget Versions Report

The UChicago Project Budget Versions Report serves as a tool for tracking and managing budgetary aspects of projects within the organization. This report provides insights into various budget versions associated with specific projects, enabling stakeholders to make informed decisions and effectively manage resources.

Grants Reporting Dashboard: [Link will be inserted after implementation in July 2024]

• What are the key differences between current and previous budget versions for our projects?

Business Unit                               Award Number                            Project Number

Project Events Report

The UChicago Project Events Report provides a detailed overview of Project Billing Events, Invoiced Receivables and Recognized Revenue status.

Grants Reporting Dashboard: [Link will be inserted after implementation in July 2024]

• What is the current status of Billing Events for a given Contract?
• How are Invoiced Receivables progressing in relation to the project's milestones?
• What trends are emerging in Recognized Revenue based on the UChicago Project Events Report?
• Are there any notable discrepancies between billed Events and Recognized Revenue in the report?

Business Unit Name

Contract Number

Project Team Members Report

The UChicago Project Team Members Report provides a list of all personnel listed as project team members for all award projects. It lists name, email, project role and dates, as well as the project number, project name, project status, and owning organization.

Grants Reporting Dashboard: [Link will be inserted after implementation in July 2024]

• Which faculty and staff are listed as Team Members on Sponsored Projects?
• Identify all active Projects where a given individual is listed as the Project Manager, to facilitate mass update/replacement with a new individual.

Project Business Unit

Project Number

Project Transaction Details Report

The UChicago Project Transactions Cost Detail Report provides a comprehensive breakdown of project expenditures, detailing numerous aspects of each expense transaction. This report is essential for contract administrators, financial analysts, and other stakeholders to monitor, analyze, and track the financial performance of projects, ensuring transparency, accuracy, and adherence to budgetary constraints.

Grants Reporting Dashboard: [Link will be inserted after implementation in July 2024]

• What is the total expenditure incurred within specified award projects during the reporting

period?

• How do the project expenditures align with budgetary constraints and financial projections?
• Are there any significant variances between projected and actual costs for specific project

activities?

• What are the primary categories of expenditure within the UChicago Project Transactions Cost

Detail Report?

• Can we identify any trends or patterns in cost transactions that may inform future budgeting

and resource allocation decisions?

Project Business Unit

Transaction Source

Expenditure Batch

Award Number

Project Number

SEFA Report

The UChicago SEFA report is designed to assist in the preparation of the annual Schedule of Expenditures of Federal Awards (SEFA). The Single Audit Act establishes requirements for audits of institutions that expend greater than a threshold amount in Federal awards during a given fiscal year. An audited SEFA report in part meets the requirement of the Act.

Grants Reporting Dashboard: [Link will be inserted after implementation in July 2024]

• What are the total expenditures by Assistance Number (formerly CFDA), Award and Project for a given fiscal year?

Fiscal Year

Project Organization

Funding Source (Sponsor)

Sponsored Billable Details Report

The UChicago Sponsored Billable Report is a comprehensive document designed to provide detailed insights into billable activities and receipt financial transactions associated with sponsored projects managed by the University of Chicago. This report serves as a vital tool for monitoring invoicing, receivables, receipts and revenue recognition related to sponsored programs.

Grants Reporting Dashboard: [Link will be inserted after implementation in July 2024]

• What is the total invoiced amount for sponsored projects in the current reporting period?
• How does the open receivable amount compare to the invoiced amount for each sponsored project?
• Can we identify any patterns or trends in receipt amounts across different sponsored programs?
• What is the proportion of recognized revenue compared to the invoiced amount for sponsored projects?
• Are there any discrepancies or outstanding receivables that need immediate attention in the sponsored billable report?

Award Organization

Award Number

Business Unit

Sponsored Programs Invoice vs Revenue Report

The UChicago Sponsored Programs Invoice vs Revenue Report provides insights into the financial performance, receivables, invoices, and revenue generation of sponsored programs managed by the University of Chicago. This report aids in tracking invoicing activities, revenue recognition, and assessing the overall financial health of sponsored projects.

Grants Reporting Dashboard: [Link will be inserted after implementation in July 2024]

• What is the current trend in invoiced amounts compared to recognized revenue within sponsored programs?
• How does the ratio of invoiced receivables to recognized revenue vary across different funding sources?
• Are there significant discrepancies between invoiced amounts and revenue recognized for specific sponsored projects?
• For which contracts is invoicing significantly lagging or outpacing costs incurred?
• Can we identify any patterns or outliers in the relationship between invoicing activities and revenue generation across different time periods?

Business Unit Name

Principal Investigator Name

Award Owning Organization

Award Number

Sponsor

Unprocessed Project Costs Report

The UChicago Unprocessed Projects Cost Transaction Detail Report offers a comprehensive overview of unprocessed expenditure transactions associated with projects managed by the University of Chicago. This report serves as a crucial tool for identifying, tracking, and resolving issues related to project costs and transactions.

Grants Reporting Dashboard: [Link will be inserted after implementation in July 2024]

• What costs are unprocessed?
• What prevented a given cost transaction from being imported into Project Costs?
• What is the related transaction information, for example, the transaction source?
• What is the related PPM information?

Project Manager

Organization