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Financial Reporting Known Issues

12/4/17

ISSUE: Some pre-encumbrances are overstated on Cognos reports for NUFinancials and in Budgets Overview.
AFFECTED SYSTEMS: Cognos Reports for NUFinancials, Budgets Overview, and Research Portal
COMMENTS: 

 EXPECTED RESOLUTION: TBD

  

12/4/17

ISSUE: GL008 - Revenue and Expense Activity Reports may include closed requisitions and offsetting pre-encumbrance entries.
AFFECTED SYSTEM: Cognos Reports for NUFinancials
COMMENTS: 

 EXPECTED RESOLUTION: TBD.

 

11/17/17

ISSUE: Please re-run Cognos InfoEd reports run between Nov 15 and 10:30am on Nov 17. 
AFFECTED REPORTS: See list below
EXPECTED RESOLUTION: Resolved as of 10:30am on Nov. 17
COMMENTS:

Affected Reports
GM030 - Award Amount Expected
GM048 - Sponsor Trends: Proposals
GM048 - Sponsor Trends: Proposals (DT1)
GM048 - Sponsor Trends: Proposals (DT2)
GM049 - Aging Submitted Proposals
GM052 - Faculty Proposal Activity
GM053 - OSR Negotiation Metrics
GM055 - Negotiation Status Report
GM057 - Faculty Award Activity
GM059 - Proposed and Funded Cost Share
GM060 - Active Awards - All Roles
GM063 - Sponsor Trends: Awards
GM063 - Sponsor Trends: Awards (DT1)
GM063 - Sponsor Trends: Awards (DT2)
GM064 - Monthly Award Detail
GM065 - Proposals Summary by Sponsor Type
GM066 - Proposals Summary by Management Area
GM067 - Awards Summary by Management Area
GM068 - Awards Summary by Sponsor Type
GM070 - Awards with Required Cost Sharing
GM071 - Monthly Proposal Detail
GM072 - Award Analysis
GM072 - Award Analysis (DT1)
GM072 - Award Analysis (DT2)
GM073 - Proposal Success Rate
GM074 - Proposal Analysis
GM074 - Proposals Analysis (DT1)
GM074 - Proposals Analysis (DT2)
GM084 - Completed Awards within Three Years - All Roles
GM085 - Pending Proposals - All Roles
GM090 - Award Projection Report

10/2/17

ISSUE: Cognos reports using the “Previous Period” date option returned incorrect results on fiscal year-to-date calculations between 10/1 and 10/3
AFFECTED REPORTS: See list below
EXPECTED RESOLUTION: Resolved Tuesday, Oct. 3 at 10:30am
COMMENTS: 

Affected Reports 

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7/19/17

ISSUE: Cognos reports SC032 (Workflow Metrics) and SC033 (Workflow Metrics Detail) do not return data for transactions approved after June 15, 2017.
AFFECTED SYSTEM: Cognos BI
EXPECTED RESOLUTION: To be determined
COMMENTS: The NUFinancials upgrade in June introduced new workflow, which requires a redesign of the SC032 and SC033.

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UPDATE: 6/27/17

ISSUE: Some reports are returning no data under certain conditions based on the user's security access.
EXPECTED RESOLUTION: Resolved
COMMENTS:

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6/9/17

ISSUE: Scheduled reports will break as a result of the NUFinancials upgrade going live June 19, 2017.
EXPECTED RESOLUTION: User-determined after June 19
COMMENTS: For details about this issue, please see: Reports: NUFinancials Upgrade 2017

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8/5/16

ISSUE: Federal Awards received on or after 6/1/2016 under the new tiered F&A rate agreement display the latest future F&A rate
AFFECTED REPORTS: Cognos BI Grants Reports GM044, GM045, GM023 and GM086; Research Portal
EXPECTED RESOLUTION: TBD
COMMENTS: Northwestern’s latest F&A rate agreement, applied to new awards and competitive renewals received on or after 6/1/2016, includes rates tiered by fiscal year. Reports are displaying the future F&A rate rather than the current one, and calculating F&A encumbrances using that rate.
· On the GM045, this impacts the F&A rate displayed in the activity header, and the calculation of F&A (account 78710) in columns E (Open Requisitions and Encumbrances) and F (Budget Checked not Posted).
· On the GM044, this affects the F&A % displayed, and the F&A Encumbrance column.
· On the GM023, this impacts the total amount of Open Encumbrances.
· On the GM086, this impacts the F&A Encumbrance amount.
· On the Research Portal, this impacts the Encumbered F&A amount.
In all cases, it does not affect the F&A rate applied to posted transactions; the rate currently in effect is used to calculate F&A posted to account 78710.

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ISSUE: The Manager/Reviewer prompt for Grants projects may not return projects in pre-spending
AFFECTED PROCESS: Cognos Grants reports which use the Manager/Reviewer prompt (GL008, GL069, GL073, GM044, GM045, GM086)
EXPECTED RESOLUTION TIMEFRAME: Use workaround at present. Resolution will depend on decisions made during the Financials upgrade.
WORKAROUND: Run the desired report by project id or department rather than Manager (PI) to obtain pre-spending projects.

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ISSUE: Scheduled Cognos BI reports may not run after a NetID password change
AFFECTED PROCESS/AUDIENCE: Scheduled Cognos BI reports
EXPECTED RESOLUTION TIMEFRAME: User determined
WORKAROUND: Log in to Cognos. This should automatically re-set your credentials, allowing your scheduled reports to run at the next scheduled time.
COMMENTS:
If you have not logged into Cognos since changing your NetID password, there is a chance your scheduled reports will not run.
While simply logging in to Cognos BI with the new password should address the issue, you may wish to take additional steps to renew your credentials to ensure that the change is complete prior to your next scheduled report run.

  1. Log into Cognos BI and click the person icon near the upper right of the screen
  2. Select My Preferences from the dropdown.
  3. On the Personal tab, under Credentials, click the "Renew the credentials" link.
  4. Enter your password. This will complete the re-set.

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ISSUE: Users of Cognos BI reports are unable to drill after upgrade to Internet Explorer 10 and 11
AFFECTED PROCESS/AUDIENCE: Cognos BI reports in Internet Explorer 10 and 11
EXPECTED RESOLUTION TIMEFRAME: User determined
WORKAROUND: Use Firefox browser
COMMENTS: To address the issue:

  1. In Internet Explorer 10 (IE 10), navigate to Tools > Compatibility View settings.
  2. Once the little window appears, add the website northwestern.edu and click Add.
    This website should now appear in the lower section.
  3. Click the Close button, and retry running your reports.
If you still have issues, log out of Cognos BI (if you are currently logged in on IE) and log back in. If it is still not working, please contact our Help desk:
consultant@northwestern.edu or 1-HELP, option 2 (847-491-4357).
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ISSUE: Cognos reports run between 10pm and 7am may show inconsistent data
AFFECTED PROCESS/AUDIENCE: Cognos reporting
EXPECTED RESOLUTION TIMEFRAME: 7am daily
COMMENTS: Nightly updates occur during this time period, so we advise waiting until updates are finished to get the most current data.
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ISSUE: The GM045 Sponsored Project Budget Statement does not display F&A calculated on encumbrances until an F&A expense has posted.
AFFECTED PROCESS/AUDIENCE: Research administrators and central users of the budget statement.
EXPECTED RESOLUTION TIMEFRAME: TBD
WORKAROUND (IF ANY): Manually calculate the F&A encumbrance amount based on the F&A rate displayed on the report.
COMMENTS: This issue affects only projects that draw F&A, and which have encumbrances subject to F&A, but which do not yet have F&A expenses posted. The primary impact is at the start of the project period.
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ISSUE: Cognos reports scheduled to run before 8am will run slowly and will interfere with other scheduled reports.
AFFECTED PROCESS/AUDIENCE: Cognos scheduled report users
EXPECTED RESOLUTION TIMEFRAME: N/A
WORKAROUND (IF ANY): Do not schedule Cognos reports to run prior to 8am
COMMENTS: Based on the completion time of automated overnight processes, Cognos reports scheduled to run before 8am will not be able to complete in a timely manner and will significantly slow report delivery for other users.

Last Updated: 8 December 2017

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