Pre-Award

1. Award and Proposal Contacts by Departments
2. Award Budgets vs Actuals with Earnings by Person
3. Award Cost Sharing Commitments
4. Expense Monitoring
5. FOT Reports (Salary Cap)
6. PFG Metrics
7. Proposal U Check
8. Proposals – All
9. Proposals Submitted
10. RID and IIA Dashboard

Post-Award

1. Active Grants Ending Soonest
   This report allows a user to search by grant hierarchy and see a list of grants with end dates >= the day the report is run.
2. Budget to Actuals - Grant
   Use this report to run a budget to actual report for Grants.
3. Budget to Actuals - Grant - Ledger Detail - Repeat By
   Use this report to view a budget to actual Grant report  with repeating column groups by Grant.
4. Expenditure Monitoring - Allowability Review
   This report is built for the central sponsored office to allow for deeper reporting and review of sponsored expenditures for allowability.
5. Expenditure Monitoring - Cost Transfer Volume
   This report shows the number of journal lines that are cost transfers (both payroll and non-payroll) by cost center on sponsored projects. F&A and ERE are excluded from these totals.
6. Expenditure Monitoring - Expenditure Volume
   This report shows the number of sponsored expenditure journal lines by cost center on sponsored projects. F&A and ERE are excluded from these totals. This can be useful for benchmarking reviews and comparing against cost transfer activity.
7. Grant Detail
   View Grant tags and their hierarchy chains with an optional prompt for Grant, Hierarchies, and Grant Manager
8. Grant Hierarchy Maintenance Report
   This report shows all levels associated with selected grant hierarchies.
9. Grant List
   View Grant tags and their hierarchy chains with an optional prompt for Grant, Hierarchies, Grant Manager, Award Management Lead, Grant PCard Allocator, and Peoplesoft Grant Manager.
10. Grant Responsible Program
    This report identifies the RID cost center/program account that is responsible for grants. This is where position lines that are mapped on a grant past its end date will be re-mapped to. 
11. Grant Roles & Hierarchy
    View Grant tags and their hierarchy chains with an optional prompt for Grant, Hierarchies, and Grant Manager
12. Grants Salary, ERE, and Tuition Expenses Reconciliation Report
    Provides a summary for Salary, ERE, and Tuition expenses charged to a grant for department reconciliation.
13. My Awards and Grants Reference Report
    This report displays the information associated with your grant(s) for which you are the Lead Principal Investigator for including the grant start and end date, the F&A rate, and a detailed look at the expiration statuses of your grant(s).
14. Payroll Detail
    Use this report to view payroll journal line detail.
15. Principal Investigator Account List
    Use this report to identify all Grants, Awards, Gifts, and Programs for a PI.
16. RA Department - Grant Payroll Summary
    Summarizes payroll expenses and encumbrances on account by worker with optional drill-ins.
17. Sales and Expenditure Activity by Program
    This report is intended
18. Sponsored Cost Share - Commitment Details
    This report pulls data from award custom object "cost share" which stores local cost share data and can be optionally used for other cost share data. ORSPA staff has access to edit.
19. Sponsored Cost Share - Local Funding Details
    This report pulls revenue associated with funding local cost share grant accounts.
20. Sponsored Grant, Gifts, and Programs Reconciliation Report
    This report allows the user to view detailed posted transactions for grant, program, and gift accounts for reconciliation purposes.  You may need to adjust the filters for Program and Gifts to get the correct output.  Search criteria has been defaulted based on "best practices" for grant expense reconciliation
21. Sponsored Review - Award Activation Report
    This report provides a flexible way to review award and grant details related to an activation/modification from ERA.
22. Sponsored Review - F&A Reconciliation Data
    This report is to pull grant expenditures by budget date to facilitate F&A reconciliation since F&A rates are applied based on budget date, not accounting date.
23. SubAward Supplier Invoice Tracking
    This report is for Sponsored SubAward Grants.  It allows the user to confirm the approver as well as other supplier invoice information attached to sponsored grants.  The report will also reflect supplier invoices that are still in progress and the person(s) who need to process an approval task.

1. Agreements
2. Agreements - Process Times

1. Accounts Receivable
2. Accounts Receivable by Worktags - Grants
   This report provides details on sponsored account receivables.
3. Audit Review - Grant Purchase Order Lines
   This report will provide purchase order details at the line level for grants via a specific date range for all lines not in a canceled, denied, draft, or In Progress status for audit/review purposes.
4. Audit Review - Grant Supplier Contract Lines
   This report will allow review of Supplier Contract Lines associated with Grants that are not in a Canceled status for audit purposes.
5. Award Billing Customer Number Crosswalk
   This report shows both the Customer Invoice Number and the Award Billing Sequence number to help CMT find invoices associated with payments.
6. Award Cost Sharing Commitments
7. Award Detail
   This report allows the user to view various Award-level details such as the lead PI, status, sponsor and Award amounts.
   This report will be used similar to Data Warehouse information to easily find, review, and export Award-related details.
8. Billing Installments Pending Invoices
   This report identifies past-due billing installments that have not yet been invoiced.
9. Budget by Worktags - Award
   This report allows the user to locate and review all budget transactions recorded in the FMS associated with one to many awards and their associated grant accounts.
10. Budget to Actuals - Grant
    Use this report to run a budget to actual report for Grants.
11. Budget to Actuals - Grant - Ledger Detail - Repeat By
    Use this report to view a budget to actual Grant report  with repeating column groups by Grant.
12. Budget to Actuals - Grant - Payroll Redistribution
    This report is a simplified budget to actuals for grants to assist with payroll redistribution reviews.
13. Cost Reimbursable Grant Balance
    This report helps identify cost reimbursable grants with revenue recognition discrepancies.
14. ERA Conversion - Award Budget Analysis
    Data report for WD Grant Adminstrator. Returns all budget increase/decrease activity for selected awards.
15. ERA Exception Report - Award Line/Grant Worktag Mismatch
    Exception report for WD Grant Administrator. Identifies grants and their award lines where worktags do not match.
16. ERA Integration - Award Line Audit
    Data report for WD grant administrator. Returns all award lines in system with details for integration reviews.
17. ERA to Workday Integration
18. Expenditure Monitoring - Allowability Review
    This report is built for the central sponsored office to allow for deeper reporting and review of sponsored expenditures for allowability.
19. Expenditure Monitoring - Benford's Law Test
    This report allows the end user to test transactions for a specific fund, ledger account type, and cost center to determine its alignment with Benford's law. Can be helpful to determine anomalies in expenditure patterns. While built specifically for sponsored project expenditure review, this report can be utilized to review non-sponsored transactions as well.
20. Expenditure Monitoring - Cost Transfer Volume
    This report shows the number of journal lines that are cost transfers (both payroll and non-payroll) by cost center on sponsored projects. F&A and ERE are excluded from these totals.
21. Expenditure Monitoring - Expenditure Volume
    This report shows the number of sponsored expenditure journal lines by cost center on sponsored projects. F&A and ERE are excluded from these totals. This can be useful for benchmarking reviews and comparing against cost transfer activity.
22. F & A Analysis
    This report shows Job data (Code and Title) along with payroll data (Account, Cost Center, Spend Category Reference ID and Earnings) by Fiscal Year.
23. Financial Services Year End Revenue Classification: Grant Details
    This report provides key grant details needed to determine what, if any, revenue reclassifications are needed for fiscal year reporting. Audience is Financial Services.
24. Financial Services Year End Revenue Classification: Grant Revenue and Expense Totals
    This report provides expenditure and recognized revenue totals by grant for fiscal year end to determine needed revenue adjustments. Audience is Financial Services.
25. Fiscal Oversight Expense Monitoring
26. Fiscal Oversight Reports
27. Grant CRB Journal Lines Missing Award Cost Processing
    This report identifies cost reimbursable transactions where award cost processing has not occurred, which impacts billing, sponsored reporting and F&A.
28. Grant Hierarchy Maintenance Report
    This report shows all levels associated with selected grant hierarchies.
29. Grants Conversion Customer Invoice Details for Adjustment
    This report provides details for customer invoice conversion actions. Primarily used during 2018.
30. Grants Journals Missing Budget Date
    This report identifies grant account transactions that are missing a budget date. This prevents the transaction from being billable on a cost reimbursable award line.
31. Grants Supplier Invoice Discounts
    This report identifies supplier invoice discounts related to grants to assist with journals to transfer those discounts to the related grants.
32. PMS Quarterly Reporting - SF425 Details
    This report is for use in the quarterly preparation of PMS Quarterly SF-425s by agency.
33. Remaining Award Balance
    This report summarizes what has been billed and unbilled.
34. Revenue and Spend for Grants
    This report is primarily intended for revenue recognition reviews and corrections; contains summary converted data.
35. Revenue Expense for Grants
    This report shows total revenue recognition and expenses on each grant associated with the identified prompts. Assists in identifying potential revenue recognition issues.
36. SEFA Report
37. SEFA - Schedule of Expenditures of Federal Awards
    This report provides transaction detail for the annual SEFA report.
38. Sponsor Detail
    View Sponsors with optional prompts for Sponsor, ID, Name, Type, and Payment Type/Terms. Output includes Tax ID, Payment Type/Terms, and Customer Invoice Documents for Sponsor
39. Sponsored Billings Productivity
    This report renders a graph of Workday invoicing and deposit activity, by day, over the period selected. Helps to assess lows and highs of workload activity.
40. Sponsored Cost Share - Commitment Details
    This report pulls data from award custom object "cost share" which stores local cost share data and can be optionally used for other cost share data. ORSPA staff has access to edit.
41. Sponsored Cost Share - Local Cost Share Budget
    This report identifies local cost share grant accounts and budget total. Audience is ORSPA - Cash Management.
42. Sponsored Cost Share - Local Funding Details
    This report pulls revenue associated with funding local cost share grant accounts.
43. Sponsored Grant, Gifts, and Programs Reconciliation Report
    This report allows the user to view detailed posted transactions for grant, program, and gift accounts for reconciliation purposes.  You may need to adjust the filters for Program and Gifts to get the correct output.  Search criteria has been defaulted based on "best practices" for grant expense reconciliation
44. Sponsored Invoicing - CRB Invoice Template Review
    This report helps identify if there is an issue with how the customer invoice template is rendering for CRB awards.
45. Sponsored Invoicing - CRB Line Total by Object Class
    Use this report to review summary direct cost and F&A associated with the invoices of an award. Can expand to view object-class level detail. This report can also reveal differences in invoice totals and lines associated with the bill.
46. Sponsored Invoicing - Electronic Submission Details
    This report, while built to facilitate electronic invoice submissions, can be used to pull extra details on any sponsored invoice type such as attachments and notes.
47. Sponsored Invoicing - Unbilled Expenses for Finals
    This report is for ORSPA's use in identifying unbilled cost reimbursable expenditures on awards that have ended.
48. Sponsored Invoicing - Unbilled Totals by Award
    This report is intended for ORSPA's use in monitoring and managing unbilled receivables. A large unbilled balance could indicate that invoicing is behind.
49. Sponsored Journal Lines with Object Class Errors
    This report provides a list of grant transactions that either have no object class or a mismatched object class which can result in F&A and invoicing issues.
50. Sponsored Payments and Expense Summary
    This report will provide the total amount of Sponsor Payments applied to an invoice, payments applied directly to the associated grant(s), all pending expenses (encumbrances, pre-encumbrances, and reserves), available budget, refunds issue, write-off information, accounts receivable and available cash balances.
51. Sponsored Revenue - Customer Payment Details by Award
    This report shows all customer payment applications by award (does not include write-offs, which are not sponsor payments). Please note that it does not include any manually applied payments on the award (such as journals or ad-hoc).
52. Sponsored Revenue Review - Invoices Available for Payment
    This report allows for various sponsored invoice searches, especially to assist in revenue cleanup projects.
53. Sponsored Revenue Review - Payments Assigned Directly to Grant
    This report shows all of the manual payment activity recorded on a grant with details to assist in reviewing and making corrections as needed.
54. Sponsored Review - Award Activation Report
    This report provides a flexible way to review award and grant details related to an activation/modification from ERA.
55. Sponsored Review - Award Billing Schedules
    View a list of all award lines and their associated billing schedules, if any
56. Sponsored Review - Monthly Grant Expenditures
    This report is intended for ORSPA's use in identifying sponsored expenditure trends, which can be especially helpful in determining the reasonability of unbilled receivables.
57. Sponsored Review - Worker Summary
    This report identifies workers paid at least partially on grants and summarizes personal and/or ERE data (according to prompt selected).
58. Summary of Grant Salary and ERE Expenditures
    This report summarizes Salary/Wages and ERE by worker by accounting date. Useful for testing ERE percent charges and additional documentation for sponsored reporting.
59. Troubleshooting CRB Billing Status Discrepancies
    This report helps troubleshoot why certain CRB transactions are not being billed as expected.

1. Conflict of Interest Certification Summary
2. Financial Interests Summary
3. IRB Submissions
4. Responsible Conduct in Research Training

1. Award Deliverables - On Time Summary and Backlog of Open Deliverables
2. Award Activation Metrics - Graph and Detail of Activation Process Times
3. Award Cost Sharing Commitments
4. Award Dashboard
5. Award Expenditure Total Report
   Primary use is for internal backup to complete sponsored financial reports. Use in concert with the "Award Financial Report Information Worksheet".
6. Award Financial Report Information Worksheet
   Use to fill out header information for sponsored financial reports. Use the Award Expenditure Total Report for the financial details.
7. Award Lines Without Billing Schedules
   View all award lines without billing schedules. Columns include award, award contract owner, award line grant, line current amount, revenue category, and billing schedule.
8. Billing Installments Pending Invoices
   This report identifies past-due billing installments that have not yet been invoiced.
9. Billing Schedule Milestones Review
   Incomplete customer milestones that are holding up billing or whose estimated completion date is in the past.
10. Budget to Actuals - Grant
    Use this report to run a budget to actual report for Grants.
11. Budget to Actuals - Grant - Ledger Detail - Repeat By
    Use this report to view a budget to actual Grant report  with repeating column groups by Grant.
12. Grant CRB Journal Lines Missing Award Cost Processing
    This report identifies cost reimbursable transactions where award cost processing has not occurred, which impacts billing, sponsored reporting and F&A.
13. Grant Hierarchy Maintenance Report
    This report shows all levels associated with selected grant hierarchies.
14. Grant Role Error - Lead PI Missing
    Use this report to identify grants that are missing assigned lead PIs. The optional report prompt "Grant End Date is Greater than"  allows the report to limit the grants returned to current ones. Grants that will no longer be used on transactions do not need a PI role added.
15. Non-Federal Awards with CFDA Number
    This report identifies awards that are not federally funded but have a CFDA number identified.
16. Payroll Detail
    Use this report to view payroll journal line detail.
17. Remaining Award Balance
    This report summarizes what has been billed and unbilled.
18. Sponsor Detail
    View Sponsors with optional prompts for Sponsor, ID, Name, Type, and Payment Type/Terms. Output includes Tax ID, Payment Type/Terms, and Customer Invoice Documents for Sponsor
19. Sponsored Billings Productivity
    This report renders a graph of Workday invoicing and deposit activity, by day, over the period selected. Helps to assess lows and highs of workload activity.
20. Sponsored Cost Share - Commitment Details
    This report pulls data from award custom object "cost share" which stores local cost share data and can be optionally used for other cost share data. ORSPA staff has access to edit.
21. Sponsored Cost Share - Local Funding Details
    This report pulls revenue associated with funding local cost share grant accounts.
22. Sponsored Financial Report - Direct Cost Detail
    View direct-cost expenses associated with a grant or related cost share account. This report is specifically formatted with minimal columns for use in sponsor backup.
23. Sponsored Financial Reporting - Payroll Detail
    View payroll details associated with a grant or related cost share account. This report is specifically formatted with minimal columns for use in sponsor backup.
24. Sponsored Invoicing - CRB Invoice Template Review
    This report helps identify if there is an issue with how the customer invoice template is rendering for CRB awards.
25. Sponsored Invoicing - CRB Line Total by Object Class
    Use this report to review summary direct cost and F&A associated with the invoices of an award. Can expand to view object-class level detail. This report can also reveal differences in invoice totals and lines associated with the bill.
26. Sponsored Invoicing - Detailed Invoicing View for Review
    This report is intended to be used by ORSPA staff to review the expenses that have been included with a specific sponsor invoice.
27. Sponsored Invoicing - Direct Cost Backup
    This report is intended to be used by ORSPA staff to review the expenses that have been included with a specific sponsor invoice.
28. Sponsored Invoicing - Direct Costs and F&A Backup
    This report is intended to be used by ORSPA staff to review the expenses (Direct Costs and F&A) that have been included with a specific sponsor invoice.
29. Sponsored Invoicing - Electronic Submission Details
    This report, while built to facilitate electronic invoice submissions, can be used to pull extra details on any sponsored invoice type such as attachments and notes.
30. Sponsored Invoicing - Unbilled Expenses for Finals
    This report is for ORSPA's use in identifying unbilled cost reimbursable expenditures on awards that have ended.
31. Sponsored Invoicing - Unbilled Totals by Award
    This report is intended for ORSPA's use in monitoring and managing unbilled receivables. A large unbilled balance could indicate that invoicing is behind.
32. Sponsored Journal Lines with Object Class Errors
    This report provides a list of grant transactions that either have no object class or a mismatched object class which can result in F&A and invoicing issues.
33. Sponsored Payments and Expense Summary
    This report will provide the total amount of Sponsor Payments applied to an invoice, payments applied directly to the associated grant(s), all pending expenses (encumbrances, pre-encumbrances, and reserves), available budget, refunds issue, write-off information, accounts receivable and available cash balances.
34. Sponsored Revenue Review - Payments Assigned Directly to Grant
    This report shows all of the manual payment activity recorded on a grant with details to assist in reviewing and making corrections as needed.
35. Sponsored Review - Award Activation Report
    This report provides a flexible way to review award and grant details related to an activation/modification from ERA.
36. Sponsored Review - Award Billing Schedules
    View a list of all award lines and their associated billing schedules, if any
37. Sponsored Review - Award/Grant Bill To Sponsor Details
    This report provides a crosswalk between award, grant and bill-to sponsor.
38. Sponsored Review - F&A Reconciliation Data
    This report is to pull grant expenditures by budget date to facilitate F&A reconciliation since F&A rates are applied based on budget date, not accounting date.
39. SubAward Supplier Invoice Tracking
    This report is for Sponsored SubAward Grants.  It allows the user to confirm the approver as well as other supplier invoice information attached to sponsored grants.  The report will also reflect supplier invoices that are still in progress and the person(s) who need to process an approval task.
40. Troubleshooting CRB Billing Status Discrepancies
    This report helps troubleshoot why certain CRB transactions are not being billed as expected.

1. Agreements
2. PFG Metrics
3. PNT Subawards - Supplier IDs
   This report is primarily for PNT to manage supplier data between ERA and Workday.
4. Proposals Submitted
5. Small Business Subcontracting/Procurement

1. Biodesign Analytics
2. Biodesign Awards Expiring Within 365 Days
3. Biodesign Center Staff Directory
4. Biodesign Mid Year Analysis
5. HIPAA Compliance

1. Core Facilities Usage on Proposals
2. Core Facilities User Survey Results
3. Core Facilities Financial Reports
4. Research Computing Reports
5. Core Facilities Agreements
6. Core Facilities Sponsored Project Support

1. Sponsored Review - Monthly Grant Expenditures
   This report is intended for ORSPA's use in identifying sponsored expenditure trends, which can be especially helpful in determining the reasonability of unbilled receivables.
2. Sponsored Review - Worker Summary
   This report identifies workers paid at least partially on grants and summarizes personal and/or ERE data (according to prompt selected).
3. RID and IIA for KE Finance
   Shows the detail of allocations against expenditures and calculates RID and IIA amounts by program. Also shows summary amounts and missing data such as no program assigned to the department or investigator or if the recovery type is missing. KE Finance uses 3 different tabs to create monthly journal entries.

1. ASU Comparables Salary by Jobcode
   Audience: KE HR Recruitment Team
   Retrieve range, averages, and median salary information prior to posting a competitive job.
2. ASU Research Advancement Employees
   Audience: ORSPA Leadership
   List of all RA employees at ASU with Job Data. Also used to identify ASU employees new to the Research Advancement (RA) job family to target training and workshop communication.
3. KE- Active Departments
   Audience: KE HR
   List of KE active departments including College of Global Futures.
4. KE- Affiliates
   Audience: KE HR
   List of all courtesy and sub-affiliations in KE and CGF departments.
5. KE- DTA Reports To
   Audience: KE HR Payroll Team
   Verify employees assigned to supervisors for time approval. Can also be used to identify employees reporting to vacancies.
6. KE- Education and Licensure
   Audience: KE HR Recruitment Team
   List of employees' education and/or licensure details as reported by HR in PeopleSoft Person Profiles (not self-reported data).
7. KE- Employee Salary Comps
   Audience: KE HR Recruitment Team
   Previously called "HR Department Detail"- displays employees with range and averages information.
8. KE- Flexible Work Arrangements Tracking
   Audience: KE HR
   Dashboard showing alternative schedule list, remote work list, maps of in-region and out-of-region remote workers, and data check lists.
9. KE- HR Partner Assignments
   Audience: KE HR
   List of KE HR Partners and their department assignments including employee and affiliate headcount.
10. KE- Job Data
    Audience: KE HR
    List of active employees in KE and CGF.
11. KE- Onboarding
    Audience: KE HR
    List of employees by year for onboarding activities; excludes SWs, GRAs, summer Faculty appointments, and Academic Associates.
12. KE- ORSPA Employees
    Audience: ORSPA Leadership
    List of all active ORSPA employees including anniversaries and birthdays.
13. KE- Out of State Employees
    Audience: KE HR
    List of employees whose main address state is not Arizona; for purposes of OOS approval form renewal.
14. KE- Recruitment Dashboard
    Audience: KE HR Recruitment Team
    Previously additional tabs in "HR Department Detail"- competitive and waiver of recruitment tracking and metrics
15. KE- Work Permit Visa Expiration
    Audience: KE HR Recruitment Team
    List of active employees on Visa with effective and expiration dates.
16. KE- Workforce Demographics
    Audience: KE HR Recruitment Team
    Previously called "KE Employee Information"- demographic comparison of workforce to Phoenix metro, map of employee citizenship, retention, promotion, and waivers by ethnicity.