Reporting

Reporting

ECC provides several reports to assist you in monitoring the confirmation period. Reports are available as several file formats, which will be displayed below the report data; for example, a report can be exported to Excel for further analysis.

Note: Depending on your role, you may not be able to view all reports.

To access reports:

  1. Click the Reports tab from the top navigator.
  2. Click Reporting on the left side of the top sub-navigator.

reports is near the right side of the top menu

  1. In the Category panel in the top left, choose the category of report you’d like to run, which will auto-populate the Reports panel.
  2. In the Reports panel in the top center, choose the specific report you’d like to run.
  3. A Description of that type of report will appear in the top right panel.
  4. Once you’ve chosen the type of report you’d like to run, enter your search Parameters in the bottom panel. All parameters are required.
    • Parameters are how you can refine your search.
    • Depending on the report, you may have some or all of the parameter options available.
  5. When you enter all parameters, if the report doesn’t automatically run, click Run Report in the bottom right.
    • If the Run Report button turns into a spinning ball and seems to stall, be sure you’ve entered all parameters. If you have, press the spinning ball like it’s a Run Report button again

The report screen

  1. You’ll automatically be taken to the Results tab. At the bottom of the Results tab, there are buttons to export the report in different formats.

Export in Excel, PDF, RTF, and XML

 

Parameters are how you can refine your search. Depending on the report, you may have some or all of the parameter options available. This table describes how to use the different parameters.

Button/Field

Function

Arrow Buttons

arrows

Select your parameter, then use the arrow button to move your parameter from left to right to add, or from right to left to remove.

Double Arrow Buttons

double arrows

Move all parameter options from one panel to the other.

Text Search Field

Begin by typing at least three letters of your desired search term. Your results will be displayed as you continue typing.

For some searches you may be able to further refine your search to include sub-parameters, such as sub-departments, by clicking Expand Search.

Check Box
checks

Select multiple parameters or items.

Radio Buttons
radios

Select one item.

Date Picker

Select a date. You can click a date from the picker or type a date in the field.

Informational Button

Click to get more information about any parameter. Click again to close the hover information.

Drop-down Menu

dropdown

Select an option from the list.

Blank Field

If a field entry is not required, the field can be left blank. Leaving the field blank will act as a wild card, which will include all possible results. This can cause reports to be very large and take more time to generate.

The Project Status Report shows a list of all Project Statements that have a specified status at the time the report is run.

  1. Select the Management category.
  2. Select the Project Status Report.
  3. Set your desired report parameters in the Parameters tab.
  4. Select your desired status and move it to the right using the arrow button.
  5. You can specify a principal investigator (PI) by entering the PI's name in the PI field.
  6. You can specify a department or school by entering the department name in the Department field.
  7. Select either to Date By dates, or by Employee Type. If using Employee Type, select Tufts Project Certifier from the dropdown.
  8. The start and end dates will be automatically filled.
  9. Once your parameters are set, click the Run Report button.
  10. You may receive an error indicating that your report contains no data. To resolve this, re-check your parameters or widen your search criteria, then click Run Report again.

Your report is displayed in the Results tab automatically. You can click the status name in the Current Status column to go directly to the project statement.

Project Status Report Example

This report generates a list of all individuals charging a PI's accounts and their monthly effort percentage distributions on every account they are charging. The cost share column will be populated with the word True to indicate that at least one payroll transaction on that sponsored project is cost share.

  1. Select the Payroll/Cost Share category.
  2. Select the PI and Staff Report.
  3. Enter your parameters.
  4. Click Run Report.

example cost share report

 

The SPES Report lists all employees that had payroll and/or cost share charged to a specific project.

  1. Select the Payroll/Cost Share category.
  2. Select the SPES Summary Report.
  3. Enter your parameters; either:
    1. Select a date range OR
    2. Select an Employee Type: either Tufts Payroll Certifier (to view only a list of Faculty and PIs) or Tufts Project Certifier (to view only a list of staff).
  4. Click Run Report.

Note: If the date range selected spans more than one period of performance, an employee may be listed twice. Each row represents a different period of performance.

Sample SPES report

The Payroll Report is a summary payroll report for an individual or department for a given date range. All payroll and payroll marked as cost sharing are included in this report.

This report has two views, which can be toggled above the results table: Pay Period and Account.

  • By default, you’ll be viewing Account view, which will show the 100% total payroll for the employee broken out by project.
  • Pay Period View will switch the report to show the employee’s 100% payroll for the period broken out by pay period.

Note: The Pay Type column will display additional details about the payroll transaction, if any exist.

sample payroll report

Note: There is a second place to generate this same report. When viewing a payroll or project statement directly, there is a $ icon that will generate the payroll report (see the Statement Page Breakdown for instructions on first finding a statement).

Example project statement