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Enterprise Reporting and Analytics Reports

A collection of datasets from different transactional systems (myHR, NUFinance etc.) that resides in one data warehouse to provide users with a unified view.

Frequently Used Reports

Category Report Name Description
Administration GL008
Revenue and Expense Activity Report
View all transactions affecting the budget for the current period.
Finance Facilities and Research Administration GM045
Sponsored Project Budget Statement
Used by PI’s, Department Administrators, and ASRSP to review the status of direct and indirect expenditures against the total budget amount along with project demographic data. The dollars will broken out and shown by Current Accounting Period, Fiscal Year to Date, and Inception to Date.
Finance Facilities and Research Administration GL005
Summary Budget Status Report
Summarizes budget to actuals for revenue and expenses for a specific Fund, DeptID, Project.
Finance Facilities and Research Administration GL068
Financial Summary (Excluding Agency and Multi-Year Funds)
Provides summarized financial information by chart string, for a DeptID or for a School/Unit, reflecting the typical Beginning Balance, Expenses, Revenues, and Ending Balance for both Budget and Actuals, as applicable; also providse sub-totals by Fund type and DeptID.
Finance Facilities and Research Administration GM033
Project Account Summary
Distributed by the central offices to notify PI’s and Business Managers that the Award and Project have been set up in PeopleSoft and spending can begin on the project as well as notifying them of key changes to existing projects. Basic demographic data about the Award and Project is displayed along with the posted budget amounts broken out by Account and Activity.
Finance Facilities and Research Administration GM091
Sponsor Payments Received Report
Presents details of payments received by contract, with a breakout by project. Payment activity includes all forms of payments as well as a subset of write-offs and other maintenance items. Note: For converted non-clinical awards, payment data prior to December 2008 is not available.
Finance Facilities and Research Administration GM060
Active Awards All Roles
Part of the Current, Pending and Completed Support package. All awards for a chosen researcher (any role) that are active during a chosen budget period. The total direct costs, total costs, and effort for the award are displayed along with the total funded for the project.
Finance Facilities and Research Administration GE007
User Security Profile
Determine a user's security access. Operator ID is the same as Net ID.
Finance Facilities and Research Administration GM044
Sponsored Project Portfolio
Used by PI’s, Department Administrators, and ASRSP to view budget balances by project and by project/budget category.
  • The first level report displays balances for active projects including direct and indirect expenditures as well as encumbrances by department and/or principal investigator.
  • The second level report drills through into the Budget Overview for a particular project which breaks out the available balance by sponsor and cost share commitments. Each balance is then broken out by budget category (includes expenses and encumbrances).
Finance Facilities and Research Administration SC016
Open Encumbrance Report
Helps users understand why encumbrances associated with certain purchase orders are still open. It helps users to reconcile budgets and track purchase orders that have not been finalized.
Finance Facilities and Research Administration GM085
Pending Proposals All Roles
Part of the Current, Pending and Completed Support package. All proposals that are still pending for a research are displayed along with the year 1 requested effort and total proposed dollars.
Finance Facilities and Research Administration SC027
Match Exceptions Report by Department
Helps users monitor, understand, and resolve vouchers that are currently in Match Exception. Users can initially run the report by Department ID, and for further granularity, they can also enter an Invoice Number, Vendor ID or Requester ID if desired.

The report displays information about the Voucher and Purchase Order and indicates what the specific Match Exception is between these two transaction types.

It helps users understand the reasons for the Match Exception which they can either act on themselves by entering a receipt, contact PPS if a Change Order is needed or contact AP to follow-up on invoice issues.

Finance Facilities and Research Administration SC025
Vendor Info Query Expanded Search
Allows users to search for vendors by multiple criteria. Returns results such as:
  • Vendor Status
  • Classification
  • Open for Ordering
  • Effective Status
Finance Facilities and Research Administration GL069
Financial Summary (Including Multi-Year Funds And Excluding Agency Funds)
Displays summarized expense and revenue (actuals and budget) financial information by chart string for a DeptID or School/Unit, reflecting the typical Expenses, Revenues, and Ending Balance, as applicable. This report shows information for all chart strings except those that use agency funds (starts with a 7). This report does not show project-level detail for Fund 110. For indirect cost recovery details, see GL073.
Finance Facilities and Research Administration FM031
Job Cost FAMIS Billing Summary and Detail Report
Job Cost FAMIS Billing Summary and Detail Report
myHR PED by Chart of Accounts Summary Shows payroll expense related data for a fiscal month and year by school or by chartstring fields. The report can be run by admin unit or by different chartstring combinations. It also provides a drill-through to the PED by Chart of Accounts - History report.
Student - SES Academic Progress & Advisement Report by Student Shows all classes/units grouped by term taken by individual students with GPA and total units. Commonly referred to as an "unofficial transcript".

Enterprise System Reports

Tools that enable you to query, analyze and produce both simple tabular and visually dynamic reports and dashboards for use in your unit. Get started with self-service reporting and analysis.

Alumni Systems

CATracks

Endowment management software program that allows the University to more effectively and efficiently manage our endowment.

Fundriver

The Department Module allows departments across the University access to their endowment projects that are invested in the Long-Term Balance Pool.

Alumni System Report Inventory

Financial Management System

NUFinancials
  • NUFinancials is used to procure supplies and services, to reimburse employee travel and expenditure, and to support the accounting and budgeting functions that feed the University's general ledger
  • The primary audience is all individuals with any financial role, from procurement to the highest levels of oversight

Financial Management System Report Inventory

Human Resource Systems

myHR

Human Resources system that manages and stores employee data and profiles, performance and goal-setting, career development, benefits and payroll.

Kronos Timekeeping

The Kronos Timekeeping system is used by Northwestern employees and managers to:

  • Enter time worked (biweekly-paid regular and temporary employees)
  • Enter time taken off (all regular staff employees and faculty librarians)
  • Approve work/off time for your employees
myHR Reporting Database

The myHR Reporting Dashboard provides one place for easy access to reports previously housed in VISTA Plus, Payroll Expense Distribution (PED) reports, and some common public queries.

Research Administration Systems

Effort Reporting System (ERS)
  • ERS is used to certify effort
  • The primary audiences are researchers and research administrators
InfoEd (Pre-Award)
  • InfoEd is used to develop, approve, submit, and track research proposals to external sponsors
  • The primary audiences are researchers and research administrators, dean’s offices, and central pre- and post-award offices
NUFinancials (Post-Award)
  • For research awards, NUFinancials is used to track sponsored and cost-shared expenditures, generate F&A, and to create invoices and record payments from sponsors
  • The primary audiences are researchers and research administrators, dean’s offices, and central pre- and post-award offices

Student System

CAESAR
  • CAESAR is Northwestern’s system of record for student data
  • The primary audience is students, faculty, advisers, parents, guardians, and staff to manage classes and grades, pay bills, view financial aid, process admissions, and maintain demographic data

Student System Report Inventory

Last Updated: 17 July 2018

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