Reporting
Grants reporting at Emory is made up of various reports and queries found across multiple systems. Most reports can be found in the Emory Business Intelligence (EBI) tool. If you do not yet have access to EBI, you will need to take the online Business Intelligence Navigation course in Emory Learning Management (eLMS). To help you determine which report will provide the needed date, click on a report in the links below or refer to our Reporting Guide in the table below the links for more information.
Key Grants Reports in EBI
- Award Analysis Report (PDF)
- Budget Transaction Detail Report (PDF)
- Budgeted Position Summary & Detail Report (PDF)
- Encumbrance Transaction Detail Report (PDF)
- Revenue & Expense Transaction Detail Report (PDF)
- Sponsored Projects Financial Trend Report (PDF)
- Sponsored Research Financial Summary Report (PDF)
Other Reports
- Grants Quick View Pages
- Grant Queries
- Contract Workbench
| Data Needed | Report Name | Report Type |
|---|---|---|
| Budget Available | Budget Transaction Detail Report (PDF) | EBI |
| Transaction Details | Revenue & Expense Transaction Detail Report (PDF) | EBI |
| Cash Received | EU_GM_CASH_FOR_A_CONTRACT | Query |
| Cash Balance | Sponsored Research Financial Summary Report | EBI |
| Employee Paid From Projects | Labor Transaction Detail Report | EBI |
| Award Data for a PI | Award Analysis Report (Award Tab) (PDF) | EBI |
| Expense Data for a PI | Award Analysis Report (Expenses Tab) (PDF) | EBI |
| PI Committed Effort | Quick View PI Page | Quick View |
| Burn Rate | Quick View Project Page | Quick View |
| Project Trend/Forecasting Data | Sponsored Projects Financial Trend (PDF) | EBI |
| Award Dollar Variances for Dept/School | Award Analysis Report (Award Tab) (PDF) | EBI |
| Expense Variances for Dept/School | Award Analysis Report (Expenses Tab) (PDF) | EBI |
| All Awards from a Given Sponsor | Award Analysis Report (Award Tab) (PDF) | EBI |
| List of Clinical Trials | Award Analysis Report (Choose Purpose Prompt of TRIAL)(PDF) | EBI |
| Encumbrance Balances | Encumbrance Transaction Detail Report (PDF) | EBI |
| Deficits | Sponsored Research Financial Summary (PDF) | EBI |
| FSR Financial Milestones | EU_GM_FSR_MILESTONE_FRC_FRA_A | Query |
| Award/Contract Budget by Type | EU_GM_BUD_AMT_BY_ENTRY_TYPE | Query |
| Award/Contract Closeout Milestones | EU_GM_BUD_AMT_BY_ENTRY_TYPE | Query |
| Invoice Milestones | EU_GM_INV_MILESTONE_STATUS_RPT | Query |
Budget, Limit, Processed Expenses By Contract | EU_GM_BUD_LMT_PRC_REM_BY_CONT | Query |
| Possible CAS Charges | EU_GM_CAS_POSSIBLE_EXP | Query |
| Possible CAS Charges | EU_GM_CAS_POSSIBLE_EXP2 | Query |
| Projects Subject To Salary Cap | EU_GM_SALARY_CAP_PROJECTS | Query |
| AR Aging Report | EU_GM_AR_AGING_RAS | Query |
| Awards Ending in a Given Date Range | EU_GM_90Day_AWD_END_DATE_LST | Query |
| Percentage of Effort | Effort Analysis Report | EBI |
| Status of Effort Certification | Effort Status Report | EBI |
| (Sponsored) AR Aging Report | Sponsored Research Accountants Receivable Aging Report | EBI |
| Effort NIH Salary Cap | Effort Salary Cap Report | EBI |