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ERAP's Research Administration Reports

See a list of all reports developed by the ERAP Reporting Team.

Research Administration Reports

If you have questions about the following reports or would like to request access please contact the ERAP Help Desk at eraphelp@ucsd.edu.

Note: these reports are best viewed in the following browsers: Internet Explorer, Firefox, and Chrome.

Fund Manager Reports

Active Awards & Pending Support - Fund Manager Report (Basic Search)

This report allows fund managers and other authorized administrators to see data about active awards, whose overall end date is greater than or equal to today's date, within the contract and grant system's award module for one or more investigators.

The information contained in this report, specifically for effort purposes reflects what was originally awarded at the time of agreement/amendments with the sponsor.

This report aims to answer the following business questions

  • What is investigator X's active portfolio of awards?
  • What was the originally awarded effort amount for investigator X on any given active award?
  • What is the current (i.e., active) portfolio of awards for all of the investigators I serve as fund manager?
  • Which of unit Y's investigators are currently listed in awards running through any lead unit?

Note: To view this report, you must hold one of the following ALTNG roles: Department Approver, Department Manager, Department Assistant, Sponsored Projects Office (SPO) Proposal Analyst, SPO Awards Analyst, SPO Viewer or OPAFS Award Analyst. To learn more about these roles or how to request access, please visit the EPD Requesting Access & Appropriate Use page.

Active Awards Report Suite

Active Awards Report - Selected PIs (Advanced Search)

This report allows fund managers and other authorized administrators to see data about active awards, whose overall end date is greater than or equal to today's date, within the contract and grant system's award module for one or more investigators.

The information contained in this report reflects what was originally awarded by the sponsor.

This report aims to answer the following business questions:
  • What is investigator X's active portfolio of awards?  
  • What was the originally awarded effort amount for investigator X on any given active award?
  • What is the current (i.e., active) portfolio of awards for all of the investigators I serve as Fund Manager?
  • Which of Unit Y’s investigators are listed in awards running through any lead unit, as listed at the time of award?

Note: To view this report, you must hold one of the following ALTNG roles: Department Approver, Department Manager, Department Assistant, Sponsored Projects Office (SPO) Proposal Analyst, SPO Awards Analyst, SPO Viewer or OPAFS Award Analyst. To learn more about these roles or how to request access, please visit the EPD Requesting Access & Appropriate Use page.

Read the instructions/ documentation guide (PDF) for details on this report's features.

Sample Report Output

Sample Report Output

Active Awards Report - Selected Units (Advanced Search)

This report allows fund managers and other authorized administrators to see data about active awards, whose overall end date is greater than or equal to today's date, within the contract and grant system's award module to understand the portfolio of one or more units.

The information contained in this report reflects what was originally awarded by the sponsor.

This report aims to answer the following business questions:
  • What is Unit X's current (i.e., active) portfolio of awards that involve Unit X as the lead unit?
  • What is Unit X's current (i.e., active) portfolio of awards that involve Unit X as a participating unit?
  • What is the status of all active awards for Unit X?

Note: To view this report, you must hold one of the following ALTNG roles: Department Approver, Department Manager, Department Assistant, Sponsored Projects Office (SPO) Proposal Analyst, SPO Awards Analyst, SPO Viewer or OPAFS Award Analyst. To learn more about these roles or how to request access, please visit the EPD Requesting Access & Appropriate Use page.

Read the instructions/ documentation guide (PDF) for details on this report's features.

Sample Report Output

Sample Report Output

My Active Awards (Investigator Report)

The primary business objective of this report is to aid investigators in providing information about all active awards as a condition for funding consideration. The report shows the logged-in investigator all active awards where he or she has been formally named as a Principal Investigator or an Investigator.

The information contained in this report reflects what was originally awarded by the sponsor.

This report aims to answer the following business questions:
  • What is my portfolio of active awards?
  • What are the statuses of all of my active awards?

Read the instructions/ documentation guide (PDF) for details on this report's features.

Sample Report Output

Sample Report Output

Pending Support Report Suite

Pending Support - Selected PIs

This report allows fund managers and other authorized administrators to see basic data about pending proposals within the ePD system for one or more investigators. 

This report aims to answer the following business questions:
  • What is investigator X's portfolio of pending proposals?  
  • What is the portfolio of pending proposals for all investigators I serve as Fund Manager?
  • Which of Unit Y’s investigators are currently listed in proposals running through any lead unit?

Note: To view this report, you must hold one of the following ALTNG roles: Department Approver, Department Manager, Department Assistant, Sponsored Projects Office (SPO) Proposal Analyst, SPO Awards Analyst, SPO Viewer or OPAFS Award Analyst. To learn more about these roles or how to request access, please visit the EPD Requesting Access & Appropriate Use page.

Read the instructions/ documentation guide (PDF) for details on this report's features.

Sample Report Output

Sample Report Output

Pending Support - Selected Units

This report allows unit heads and other authorized administrators to see basic data about pending proposals within the ePD system for one or more units. 
 
This report aims to answer the following business questions:
  • What is Unit X’s current portfolio of proposals that involve Unit X as the lead unit?
  • What is Unit X’s current portfolio of proposals that involve Unit X as a participating unit?
  • What is the status of all current proposals for Unit X?
  • What is the current portfolio of proposals for Units X, Y, and Z?

Note: To view this report, you must hold one of the following ALTNG roles: Department Approver, Department Manager, Department Assistant, Sponsored Projects Office (SPO) Proposal Analyst, SPO Awards Analyst, SPO Viewer or OPAFS Award Analyst. To learn more about these roles or how to request access, please visit the EPD Requesting Access & Appropriate Use page.

Visit the instructions/ documentation guide (PDF) for details on this report's features.

Sample Report Output

Sample Report Output

Pending Support – My Proposals

This report shows an individual basic data about the pending proposals within the ePD system on which they are formally named as a Principal Investigator or an Investigator.

This report aims to answer the following business questions:
  • What records comprise my pending portfolio of proposals?
  • What is the status of all of my pending proposals?

Read the instructions/ documentation guide (PDF) for details on this report's features.

Sample Report Output

Sample Report Output

Proposal and Award Lookup Tool

Proposal and Award Lookup Tool

This report allows users to find all linking identifier numbers (plus high level details) for proposal and award records throughout the Coeus modules.  A user will be able to search for an EPD number, Institute Proposal number or UCSD Award number and find matching identifiers for the other systems, if they exist. 

Note: To view this report, you must hold one of the following ALTNG roles: Department Approver, Department Manager, Department Assistant, Sponsored Projects Office (SPO) Proposal Analyst, SPO Awards Analyst, SPO Viewer or OPAFS Award Analyst. To learn more about these roles or how to request access, please visit the EPD Requesting Access & Appropriate Use page.Awards Analyst.

Read the instructions/ documentation guide (PDF) for details on the report's features.

Proposal and Awards Lookup - Sample Output

Proposal and Awards Lookup - Sample Output

Sponsor Finder Report

Sponsor Finder Report

This report shows the sponsor name, code, acronym and categories of all sponsor records that match your search criteria.  You can also search for sponsors by UCSD Sponsor Type or Sponsor Category and see a list of which sponsors belong to a given category/type.

The report helps answer the following business questions:

  • What sponsor does this code belong to?
  • What type of sponsor is this?
  • What category of sponsor is this?
  • What is the acronym for this sponsor?
  • What sponsors belong to a specific category?
  • What sponsors belong to a specific type?

If you have a question about sponsors, find an error in the sponsor list or wish to report a problem with one or more sponsor entries, please contact your sponsored projects office.

Sample Report (all DHHS Sponsors)

Sample Report (all DHHS Sponsors)