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eData User Manual - Kuali & eData

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1. 42 Generating General Fund Budget Reports 45 Generating Proposal REPOMS uuu uuu u u uuu uuu uu 2 Gua 51 Generating Proposal Status Tracking Reports 54 Generating Proposal Reports by Investigator 57 Generating Award Reporls uuu u u u u ni an 60 Generating Award Reports by Investigator 63 sini nap nn S nus 67 P 70 74 IOWA STATE UNIVERSITY Kr Information Technology Services lt eData Basics IOWA STATE UNIVERSITY Information Technology Services Whats Changed with eData WebFM to eData Job Aid Purpose The purpose of this job aid 1s to help you become more familiar with using eData The tables below list and describe the reports you view in WebFM and compare them to the reports you will view in eData In this job aid you will review e Account Totals e Account Details e Sponsored Programs Financial Reports Account Totals This table shows the Account Totals menu items in WebFM and their eData equivalent Totals Summary Financial Summary Project Project Summary Totals Project Summary Account Summary Class WebFM Account Financial Reporting Financial Summary Reports Totals Class Object Summary by Consolidation Level and Encumbrance Obleci Budget To Tel Encuntra Budget To Actual Tota
2. ISponsored Programs Register Portal 5 Choose the Investigator s name from Activity Detail Reports Activity Summary Reports the drop down menu on the Lm we a soon F e E Proposal EJ AMES LABORATORY Sponsored Programs Register 200400 Herel m COLLEGE OF LIBERAL ARTS amp SCI Portal screen E nd Brenne ton psta re i 1 500 000 quee amp COOPERATIVE EXT f ass E 6 Click Here to enter the Investigator Mos Detail Reports portal 2011 2012 2013 2014 Note This link will appear only after you select an Investigator s name G a Er anata Investigator Detail Reports Investigator AALETI SRIRAM REDDY a Financial Enter Account Number Click Here for Investigator Detail Reports eData Generating Award Reports by Investigator QRG 2 0 Version 2 0 64 IOWA STATE UNIVERSITY Information Technology Services Quick Reference Guide Generating Award Reports by Investigator 7 Click Here on the Awards by Investigator graph Click Here for Award Reports by Investigator 8 Select one Report Title from the Report List in the top left f IOWA STATE Sponsored Programs Investigator Detail Award Reports corner of the Sponsored UNIVERSITY _ Al Awards Programs Investigator Details screen Sponsor Type All Awards All Sponsor Types M 9 Sel R e Current Awards Sponsor Name I elect one or more Report
3. unedbupe ah uis F Filters from the dropdown Summary by Fiscal Year f menus Acct Mngmnt Summary Investigator Activity Type Se AALETI SRIRAM REDDY Al Activity Types 10 Click the yellow Run button to produce a report 11 Click the Excel or PDF buttons to view download or print reports eData Generating Award Reports by Investigator QRG 2 0 Version 2 0 65 IOWA STATE UNIVERSITY Kr Information Technology Services lt Troubleshooting OWA STATE UNIVERSITY Information Technology Services Quick Reference Guide Configuring Your Browser to Open New Tabs in eData Instructions Use the steps below to configure your browser to work in eData Supported Browsers for eData Use one of the following browsers to log into eData nternet Explorer 9 or up Firefox 12 e Safari 6 or up optional for MACs When Using Internet Explorer 1 Click Tools or the settings wheel Print icon File Zoom 10596 2 Click Internet Options Safety Add site to Start menu View downloads Manage add ons F12 developer tools b y 3 On General tab click Tabs General Security Privacy Content Connections Programs Advanced Home page cw To create home page tabs type each address on its own line lt n v n hF F http weevw iastate edu Startup Start with tabs from the last session Start with
4. Always send Do Not Track header 15 Click Apply Block unsecured images with other mixed content Check for publisher s certificate revocation Check for server certificate revocation a em 5 SOSEA Enable DOM Storage Enable Integrated Windows Authentication Enable memory protection to help mitigate online attacks T III b Takes effect after you restart your computer Reset Internet Explorer settings Resets Internet Explorer s settings to their default Reset d eData Exporting eData Reports to Excel Using Internet Explorer QRG 2 0 Version 2 0 IOWA STATE UNIVERSITY Information Technology Services Quick Reference Guide Exporting eData Reports to Excel Using Internet Explorer Add eData to Your Trusted Sites 16 Click the Security tab on the Internet Properties screen 17 Select Trusted Sites then Sites Prompts before downloading potentially unsafe content Unegned Activex controls va not be downloaded Enable Protected Mode requires restarting Internet Explorer Custom level Default ev Reset al zones to defaut level 18 Type in https dw iastate edu then click Add Trusted sites You can add and remove websites from this zone All websites in 19 Type in https itsdw005 its iastate edu this zone will use the zone s security settings then click Add Add this website to the zone 20 Click Close E https itsdwO05 its iast
5. eData Using Internet Explorer with eData QRG 2 0 Version 2 0 13 IOWA STATE UNIVERSITY Information Technology Services Quick Reference Guide Exporting eData Reports to Excel Using Internet Explorer Instructions Use the following steps in Internet Explorer IE to export reports from eData to Excel If you are using Internet Explorer and trying to export a report using Excel you will have to configure your computer to trust content from the ITS website and eData Note Please be sure to update your IE web browser These instructions are designed to help with the latest versions of IE 9 and 10 Other browsers are not affected and can be used instead of IE Disable Pop up Blocker l Open Internet Explorer 2 Click the tool B icon in Internet Explorer Fie 3 Click Internet options Re tev ware e Zoom 130 Safety Search Add site to Start menu View downloads Manage add ons F12 developer tools Go to pinned sites Internet options About Internet Explorer eData Exporting eData Reports to Excel Using Internet Explorer QRG 2 0 Version 2 0 74 IOWA STATE UNIVERSITY Information Technology Services Quick Reference Guide Exporting eData Reports to Excel Using Internet Explorer 4 Click the Security tab 5 Click Internet 6 Click Custom Level except those isted in trusted and restricted zones Security level for this zone Custom Custom settings To change the settings c
6. employees with AccessPlus Human Resources po login credentials es Kuali Acton Ust 0 General e Reports Emergency Plan Faculty Activity Training KFS e Data QA eData Understanding the eData Interface JOB 2 0 Version 2 0 OWA STATE UNIVERSITY Information Technology Services Understanding the eData Interface Job Aid What Type of Data is Available eData is separated into five portals which correspond to five types of data available e Student Enrollment e Employee e Financial e Sponsored Programs Resource Management Model Updates IOWA IBM Cognos Viewer Home The Updates box offers reminders about month end announcements and other Updates Student i July 19 2013 Full This portal contains a variety of Official Census Day enrollment reports for each term important notices about refresh of KPS KC data i S is scheduled for this A Employee eD ata wang Mie g rex This portal contains faculty and staff headcount and full time equivalent FTE reports for each month will be intermittently ilable during thi ee a clum fft Financial This portal contains a collection of financial reports based on KFS data as well as SPA financial reports based on KFS and KC data Data is July 18 2013 N updated nightly Financial reports begin with July 2013 FY14 data Information prior to July 2013 is available in the legacy systems C onfidentiality a in e Data to oo for loads of Object fh
7. 4 Click Sponsored Programs on the IOWA IM Cognos Vener Home blue homepage to enter the Sponsored Programs Register July 19 2013 Full This portal contains a variety of Official Census Day enrollment reports for each term P t l refresh of KFS KC data 0 r a is scheduled for this M Employee svanna anena This portal contains faculty and staff headcount and full time equivalent FTE reports for each month M Student will be intermittently available during this lt dme f Financial This portal contains a collection of financial reports based on KFS data as well as SPA financial reports based on KFS and KC data Data is July 18 2013 No new updated nightly Financial reports begin with July 2013 FY14 data Information prior to July 2013 is available in the legacy systems data in e Data to allow for loads of Object ff Sponsored Programs Codes in KFS is portal contains reports for Proposals and Awards in KC as well as a link to SPA financial reports Data is updated nightly Proposal amp Award information begins with July 2010 FY11 data Proposal amp Award data prior to July 2010 is still available using InfoMaker ff Resource Management Model RMM This portal contains a collection of reports designed specifically to assist RMM managers and decision makers e Data Confidentiality Statement e Data users have access to confidential sensitive and or private information Prior to accessing e Data information all e Data
8. Allows users to enter a date range to search for Proposal details Proposal Reports by Detail Proposal Reports by Investigator Report Choice Activity Summary Displayed in the results section of the Percent Change Over 1 Year Award monthly Reports and Percent Change Over 4 Years reports only allows user to sort by Source or Activity Type eData Using Filters to Generate Reports JOB 2 0 Version 2 0 19 IOWA STATE UNIVERSITY Information Technology Services Using Filters to Generate Reports Job Aid Report Type Activity Detail Proposal and Award Reports Activity Summary Proposal Monthly and Award monthly Sort by Activity Detail Investigator Detail Subaward Sort By Activity Detail Proposal Reports and Award Reports Subaward Investigator Detail Proposal Reports by Investigator and Award Reports by Investigator Sponsor Name Activity Detail Investigator Detail Subaward Sponsor Type Activity Detail Investigator Detail Displayed in the results section of Activity Detail Sponsor Reports users can filter results to View Sponsors and prime sponsors View Flow Through Only View Flow Through and Sponsor Non Federal Sponsors View Flow Through and Sponsor offers an Account Number drill down Available in results section of Awards Reports IDC DC Ratio for reports by Lead Org Unit or Sponsor Type Also displayed in the results section of Proposal Monthly and Award monthly Reports offering
9. Please click on the Continue button to open the e Data application in a new browser window Your AccessPlus session is still active in this window Please remember to logoff and close both browser windows when you are done Continue 4 Click Sponsored Programs on the Iowa IBM Cognos Viewer Home I blue homepage to enter the Data Reporting Portals f f Updates onsore rograms Negister student July 19 2013 Full This portal contains a variety of Official Census Day enrollment reports for each term refresh of KFS KC data P t l is scheduled for this MA Employee evening The system s 0 r a will be intett This portal contains faculty and staff headcount and full time equivalent FTE reports for each month available during this time f Financial This portal contains a collection of financial reports based on KFS data as well as SPA financial reports based on KFS and KC data Data is July 18 2013 No new updated nightly Financial reports begin with July 2013 FY14 data Information prior to July 2013 is available in the legacy systems data in e Data to allow for loads of Object NH Sponsored Programs Codes in KFS is portal contains reports for Proposals and Awards in KC as well as a link to SPA financial reports Data is updated nightly Proposal amp iward information begins with July 2010 FY11 data Proposal amp Award data prior to July 2010 is still available using InfoMaker fe R
10. 2013 H bm Ora Dept All Org Departments eData Generating SPA Financial Reports QRG 2 0 Version 2 0 40 IOWA STATE UNIVERSITY Information Technology Services Quick Reference Guide Generating SPA Financial Reports 9 Click the yellow Runbutnto 77 Cs CW produce a report SPA Object Portal Financial Summary Portal 10 Click the Excel or PDF buttons to Labor Portal Sponsored Programs Portal view download or print reports Browse Lists Custom Reports 11 Click one of the other underlined Blue Links to view detailed information or link to other portals Resource Unit All Account All Transaction Download eData Generating SPA Financial Reports QRG 2 0 Version 2 0 41 IOWA STATE UNIVERSITY Information Technology Services Quick Reference Guide Generating SPA Object Reports Instructions Use the steps below to generate SPA Object Reports in eData For more information about reports in eData refer to the Understanding the eData Interface Job Aid SPA Object Reports include Report Type Radio Buttons Trans by Reports To Level and Shows transactions by object codes that report to other object codes then Object by level and object Account numbers link to more details on the account Trans by Unit Dept and Object Shows transactions by name of resource unit department and object Account numbers link to more details on account IOWA STATE U
11. Fund Group Resource Unit Org Department or Org Unit boxes 7 Select one Report Title from the Report List in the top left OWA STATE Financial Summary Reports corner of the screen UNIVERSITY Account List by Role 8 Select one or more Report Financial Summary Filters from the dropdown Object Summary by Consolidation menus Object Summary by Level Sub Fund Object Summary by Object All Sub Account List by RU RRC CON Account List by Sub Fund Group GEN UN Account List by Department GEN UN Account List by Role Labor and Object Consolidation Summary Year Calendar Type 2012 Fiscal gt jun gt eData Generating Financial Summary Reports QRG 2 0 Version 2 0 24 IOWA STATE UNIVERSITY Information Technology Services Quick Reference Guide Generating Financial Summary Reports produce a report SPA Financial Portal 10 Click the Excel or PDF Object Portal buttons to view download or Sub Acct Portal l i Budget Portal print reports Labor Portal Browse Lists 11 Click one of the other underlined blue links to view detailed information or link to ource Unit other portals 10 Custom Reports Help E Transaction Download eData Generating Financial Summary Reports ORG 2 0 Version 2 0 25 IOWA STATE UNIVERSITY Information Technology Services Quick Reference Guide Generating Sub Account Reports Instructions Use the steps below to
12. e Have an obligation to report security breaches loss of copies of e Data and unauthorized access to confidential sensitive or private information May only access share add or amend data required for university work related purposes within their assigned duties Must exercise care in viewing downloading e Data information Must not use e Data information for personal use or monetary gain or illegal activities or unauthorized purposes Must not use e Data information for academic research purposes Will be appropriately disciplined for unacceptable use of e Data up to and including dismissal e Data Confidentiality Agreement By accessing e Data information I agree to the requirements above and agree to comply with the Information Technology Security Policy the Warehouse e Data Policy and all other applicable university policies such as Student Records Confidentiality Information and federal state privacy laws pertaining to student medical and financial information IT Services Help e Data Financial Portal Employee Portal RMM Portal Sponsored Programs Portal Student Portal Financial Report Portal Fiscal Year 2014 600 000 000 D REVENUE NN WErEnsEs 500 020 020 400 000 000 300 000 000 200 000 000 100 000 000 o 50 000 000 40 000 000 30 000 000 10 000 000 eData Generating SPA Financial Reports QRG 2 0 Version 2 0 Financial Summary Object Summary Revenue g lt a ro e se
13. information May only access share add or amend data required for university work related purposes within their assigned duties Must exercise care in viewing downloading e Data information Must not use e Data information for personal use or monetary gain or illegal activities or unauthorized purposes Must not use e Data information for academic research purposes Will be appropriately disciplined for unacceptable use of e Data up to and including dismissal e Data Confidentiality Agreement By accessing e Data information I agree to the requirements above and agree to comply with the Information Technology Security Policy the Warehouse e Data Policy and all other applicable university policies such as Student Records Confidentiality Information and federal state privacy laws pertaining to student medical and financial information IT Services Help J Click Here for Obj ect Reports on IOWA STATE UNIVERSITY e Data the Obj ect Summary graph i Home Public Folders Financial Portal RMM Portal Sponsored Programs Portal Student Portal Financial Report Portal Fiscal Year 2014 Financial Summary Object Summary 600 000 000 REVENUE 500 000 000 lg EXxPeNses 900 000 000 300 000 000 200 000 000 100 000 000 Revenue Expenses Click Here For Object Reports Labor Summary Budget Summary 50 000 000 I suasc gig sUOTH GUPER 7 GURRC CO SALARIES WAGES BENEFITS 40 000 000 1 28 781 770 38 1 647 750 98 600 000 000 30 0
14. 7041071 KINESIOLOGY GRAD ASSTS GEN UNIV PERSONNEL KIN COURSE FEES ARP KINESIOLOGY 249 575 64 0 08 279 757 97 2 547 063 10 38 41 0 00 19 099 376 075 50 528 1 0 1 WELK DISCRETIONARY 1 018 22 7 1 440 00 1 071 KINESIOLOGY DEPT 23 309 75 7 0 00 222 2901066 V MILLER ART488 CONVERSION 0 00 7 0 00 04 DISCRETIONARY 273 903 60 147841 51 822 4 FEE FOR SERVICE UNITS 2021002 FOOTWEAR TESTING 8 520 59 0 00 7 364 4 SPEEDO 3 239 72 0 00 0 00 441 1 NWRC STORY CO OUTREACH 221 49 0 00 0 00 1 6974 SWINGPRO TRAINING BAT ASSESSME 0 00 0 00 0 00 0 2021075 ANTIBODY RESPONSE TO INFLUENZA 5 655 28 0 00 0 00 1 391 Top Page up Page down and Bottom navigation links provide more information Account List by Department This report is a list of accounts by Org Department Report includes balance forward revenue expense encumbrance a SDec 18 2013 1 i Top Page up Page down X Bottom Drill Downs that appear in your reports allow you to link to Other Reports Resources and or Supporting Documentation For bes results right click Open Link in New Tab E FD Qin 7 Open Link in New Tab JU JOW Open Link in New Private Window 601226 w10123 Bookmark This Link Save Link As Copy Link Location C25265086 Note Refer to the section below called What Other Reports Are Available in eData for a list Inspect Element How to Save or Print Your Data Results The table below lists and
15. Job Title Displayed in the results section Allows users to view employee job titles Use of the Run button is not required for this filter SPA Fi Allows users to search for Proposals and Awards by fiscal year in Principal Account Manager for a sponsored program or a PI Incentive account Investigator Changes to the PI name on accounts must be requested through OSPA but processed through Sponsored Programs Accounting SPA office which will in turn update the Account Manager field Please note that before OSPA or SPA can make changes in KC or KFS sponsors must approve any changes to the PI on a sponsored program award Reports to Object SPA Object Aggregation of object codes that report to other object codes Used in processes and reports to define type of funding Sponsored Programs Register Portal Filters The Sponsored Programs Register Portal contains five main portals which separate detailed and summarized Awards and Proposal reports in eData e Activity Detail Reports e Sub Award Detail Reports e Investigator Detail Reports e Activity Summary Reports e Financial Reports links to SPA Financial Reports portal in eData eData Using Filters to Generate Reports JOB 2 0 Version 2 0 17 IOWA STATE UNIVERSITY Information Technology Services Using Filters to Generate Reports Job Aid Three of the five portals are divided into sub portals e Activity Detail Reports o Proposal Report Proposal Status Tracking R
16. Security Policy the Warehouse e Data Policy and all other applicable university policies such as Student Records Confidentiality Information and federal state privacy laws pertaining to student medical and financial information IT Services Help 42 IOWA STATE UNIVERSITY Information Technology Services Quick Reference Guide Generating SPA Object Reports 5 Click Here for SPA Object Reports Free on the SPA Summary graph b iue crooner Eons Francal oriai mimos Sponsored Programs Portal Student Portal Financial Report Portal Fiscal Year 2014 Financial Summary Object Summary REVENUE GB ErENsES Revenue Expenses Click Here For Object Reports Labor Summary Budget Summary I suasc lg cuo rH suPER T GURRC BENEFITS 28 781 770 38 1 647 750 98 2 177 095 12 15 480 251 09 7 243 105 28 10 040 634 43 5 681 328 53 8 506 935 52 ss aan J i 79 306 612 87 lick Here For SPA Financial Reports Click Here For SPA Object Reports Click Here For Budget Reports 6 Click one of the underlined blue links in the boxes Select by Org Unit Org Department Level Report To IOWA STATE SPA Object Portal UNIVERSITY selection Page AG EXPERIMENT STATION Object or Object on the Selection Page to enter the SPA Object Reports page AMES LABORATORY COLLEGE OF AGRICULTURE amp LIFE SCIENCES COLLEGE OF BUSINESS COLLEGE OF DESIGN COLLEGE OF ENGINEERING COLLEGE OF H
17. Summary Class Encumbrance Multi Year Budget To Actual Account Detail Transaction Detail Dept Commitments P O Encumbrances Payrl Encumbrances Travel Encumbrances User Notes Sponsored Programs Financial Report Account Totals Award Bdgt Browse Award Budgets Award Listing Award Summary Class Tot by Bdgt Cd EASE Summary Indirect Cost Detail RMM IDC Distributn RMM IDC Summary Terms amp Conditions Browse General Sponsored Programs WebFM Sponsored Programs Financial Report WebFM Sponsored Programs Account Totals WebFM Sponsored Programs Award Budget Browse WebFM Sponsored Programs Award Budgets WebFM Sponsored Programs Award summary WebFM Sponsored Programs Class Tot by Bdgt Cd WebFM Sponsored Programs EASE summary WebFM Sponsored Programs Indirect Cost Detail WebFM Sponsored Programs RMM IDC Distribution WebFM Sponsored Programs RMM IDC summary WebFM Sponsored Programs Terms amp Conditions WebFM Browse General eData How Your Job Will Change with eData JOB 2 0 Version 2 0 Financial Reporting SPA Financial Portal SPA Financial Report Financial Reporting SPA Financial Portal Account Totals Since Inception and Account Totals by Month Financial Reporting SPA Financial Portal Budget Browse link WebFM Sponsored Financial Reporting SPA Financial Portal Account Programs Award Listing Listing link Financial Reporting SPA Financial Portal SP
18. Technology Services Quick Reference Guide Generating Financial Summary Reports Instructions Use the steps below to generate Financial Summary Reports in eData For more information about reports in eData refer to the Understanding the eData Interface Job Aid Financial Summary Reports include Financial Summary View summarized revenue expense encumbrance and balance totals Object Summary by View summarized revenue and expense totals broken down by object consolidation Consolidation Object Summary by Level View summarized revenue and expense totals broken down by object level Object Summary by Object View summarized revenue and expense totals broken down by object code encumbrance and balance totals revenue expense encumbrance and balance totals View a list of accounts by Org Department Report includes balance forward revenue expense encumbrance and balance totals Account List by Role View a list of accounts by Account Supervisor Fiscal Officer or Account Manager Labor and Object Consolidation View a list of accounts summarized by object consolidation The personnel object Summary consolidation 1s broken down by object level 1 Loginto AccessPlus and enter your F Ci SES i i Employee uBusiness University ID and Passwo rd Business bd Enter keyword K3 Eo Add Favorite g Contact E Print Help F HideTabs cyBUY SHOPPER a e Data Confidentiality Statement 2 C lick the uBu sin ess tab Student
19. Year Calendar Type Period Month eData Using Filters to Generate Reports JOB 2 0 Version 2 0 16 IOWA STATE UNIVERSITY Information Technology Services Using Filters to Generate Reports Job Aid The table below lists and describes filters unique to specific Financial Report Portals Account Financial View a list of accounts by Account Supervisor Fiscal Officer or Manager s Supervisor Fiscal Summary name These filters are displayed in the results section of the Account List by Officer and Account Role report Account Manager List by Role Sub Account Sub Acct Sub Accounts replace section projects in the legacy system Use this filter to view information about a Sub Account assigned to a specific Account Sub Account drill downs in the results area link to Transaction Details Consolidation Use this filter to look at revenue and expense data by consolidated groups 1 e Labor Tuition and Fees Level Object Allows users to look at revenue and expense data by Level within Labor and consolidated groups i e Tuition Object Code SPA Object Allows users to look at revenue and expense data by Object within the Level and Consolidation 1 e Resident Tuition Available check boxes allow you to select and view multiple objects at once Employee Use this filter to select an employee by name Sort by Displayed in the results section Depending on the report selected sort by Account Employee RU or Pay Base and Job Title
20. and Dept and offers proposal status and other details A direct link to the proposal and award if funded is also available in this report Links within the Proposal Report Data include Proposal Description Visual Cue Number Link Proposal This link takes you to the Proposal Detail screen displaying summary i Proposal Number link to Information such as recommitted totals reguested start and end dates proposed Bumar Proposal direct costs proposal status and awards If there is an award a link will appear i 106253 Detail in the Award section of the Proposal Detail report uo nme e enter sou IOWA STATE UNIVERSITY t gt uBusiness University ID and Password k a ej e Data Confidentiality Statement 2 Click the uBu siness tab Student Employment e Data users have access to confidential sensitive and or private information Prior to WOBEM accessing e Data information all e Data users must read and accept the following e Data users Human Resources Are obligated to keep e Data and password information confidential and secure 3 Click eD ata then C ontinue I Link to HR Have an obligation to report security breaches loss of copies of e Data and unauthorized 9 access to confidential sensitive or private information General May only access share add or amend data required for university work related purposes within their assigned duties Must exercise care in vie
21. and the percentage of funding spent Offers an overview of accounts at a glance Account Listing Available when more than one account is selected Shows the accounts that you have consolidated and allows you to sort the accounts in several ways Note When an account number is selected in the SPA Financial Summary portal the Budget Browse option appears below the Transaction Detail link Budget Browse is a summary of award budgets that the Principal Investigator PI has submitted through the OSPA Budget Form 1 Loginto AccessPlus and enter your 4 CCESS PLUS KA STATE UNEASY f out Logout Employee uBusiness University ID and Password mn E WE TEE TOWEL YU E cyBUY SHOPPER T e Data Confidentiality Statement 2 Cli ck the uBu sin ess tab Student Employment e Data users have access to confidential sensitive and or private information Prior to WEbEM accessing e Data information all e Data users must read and accept the following e Data users Human Resources Are obligated to keep e Data and password information confidential and secure 3 C hek eD ata then 0 ntinue Link to HR Have an obligation to report security breaches loss of copies of e Data and unauthorized 9 access to confidential sensitive or private information General May only access share add or amend data required for university work related purposes within their assigned duties Must exercise care in viewing downloading e Data
22. generate Sub Account Reports in eData For more information about reports in eData refer to the Understanding the eData Interface Job Aid Sub Accounts reports include Report Type Radio Buttons Financial Summary View summarized revenue expense encumbrance and balance totals for accounts and sub accounts Object Summary by Consolidation View summarized revenue and expense totals broken down by object consolidation Object Summary by Level View summarized revenue and expense totals broken down by object level Object Summary by Object View summarized revenue and expense totals broken down by object code Object Summary by Account View summarized revenue and expense totals broken down by object code for each sub account Sub Account Summary View monthly activity statement including balance carried forward at sub account level sorted by sub account Sub Account Summary by Sub Fund View monthly activity statement including balance and uncommitted balance Group carried forward at sub account level sorted by sub fund group Sub Account List View a list of all sub accounts associated with a specific account Miscode Report Transactions that posted to an account with sub accounts that did not have sub accounts assigned These transactions previously posted as the 99 9999 section project They now post to the null which is blank This report summarizes these unassigned transactions for a given period Note Y ou can view a summ
23. graph of results by Month or Fiscal Trend Allows users to select from a list of individuals requesting the award usually the investigator Displayed in the results section in several portals Used to sort by Sponsor Type Activity Type Status Investigator Org Unit and or Lead Org Unit Displayed in the results section of the following reports Proposal Report sort by Proposal Number or Proposal Amount Award Report sort by Award Number Investigator Sponsor Number or Awarded Amount e Sponsor Report sort by Sponsor Name or Sponsor Type e All Proposals and Pending Proposals sort by Proposal Number or Proposal Amount All Awards sort by Award Number Sponsor Number or Awarded Amount Current Awards sort by Award Number or End Date Subaward sort by Sub Award Number Award Number or Sub Award Amount Allows user to limit search by Sponsor Name Listed by Business Name Allows user to limit search by sponsor type i e commodity local state and federal government foreign Higher Ed non profit orgs industry foundation and more Sub Recipient Allows users select from a list of recipients of subawards For more information about eData portals and reports refer to the Understanding the eData Interface Job Aid eData Using Filters to Generate Reports JOB 2 0 Version 2 0 20 IOWA STATE UNIVERSITY Kr Information Technology Services lt Financial Reporting IOWA STATE UNIVERSITY Information
24. home page Tabs Change how webpages are displayed in tabs Browsing history Delete temporary files history cookies saved passwords form information Delete browsing history on exit Delete J Settings Appearance D G G n Cancel Apply eData Configuring Your Browser to Open New Tabs in eData JOB 2 0 Version 2 0 67 IOWA STATE UNIVERSITY Information Technology Services Quick Reference Guide Configuring Your Browser to Open New Tabs in eData 4 Under the Tabbed Browsing Settings and heading When a pop up is encountered check Enable Tabbed Browsing requires restarting Internet Explorer Always open pop ups in a new Warn me when dosing mulliple tabs tab Always switch to new tabs when they are created Show previews for individual tabs in the taskbar 5 Click OK at the bottom of the Enable Quick Tabs Ctrl Q Tabbed Browsing Settings Enable Tab Groups window 4 Open each new tab next to the current tab open only the first home page when Internet Explorer starts When a new tab is opened open When a pop up is encountered Let Internet Explorer decide how pop ups should open 6 Click OK in the Internet Options window a To create home page tabs type each address on its own line http www stat e at 7 Click x to close the settings Startup Start with tabs from the last session Note You should now be able to see sa a
25. information Emergency Plan Must not use e Data information for personal use or monetary gain or illegal activities or Faculty Activity unauthorized purposes i f Must not use e Data information for academic research purposes Training KFS Will be appropriately disciplined for unacceptable use of e Data up to and including dismissal e Reports Data Warehouse e Data e Data User Confidentiality Agreement e Data QA By clicking Continue and accessing e Data information I agree to the requirements above and agree to comply with the Information Technology Security Policy the Data Warehouse e Data Policy and all other applicable university policies such as ISU Student Records Confidentialit Information and federal state privacy laws pertaining to student medical and financial information Please click on the Continue button to open the e Data application in a new browser window Your AccessPlus session is still active in this window Please remember to logoff and close both browser windows when you are done Continue eData Generating SPA Financial Reports QRG 2 0 Version 2 0 38 IOWA STATE UNIVERSITY Information Technology Services Quick Reference Guide Reports 4 Click Financial on the blue homepage to enter the Financial Report Portal Click Here for SPA Financial Reports on the SPA Summary graph gt OWA Updates July 19 2013 Full refresh of KFS KC data is scheduled for
26. information I agree to the requirements above and agree to comply with the Information Technology Security Policy the Data Warehouse e Data Policy and all other applicable university policies such as ISU Student Records Confidentiality Information and federal state privacy laws pertaining to student medical and financial information Please click on the Continue button to open the e Data application in a new browser window Your AccessPlus session is still active in this window Please remember to logoff and close both browser windows when you are done Continue IOWA IBM Cognos Viewer Home 4 Click Financial on the blue homepage to enter the Financial Report Portal f Student eData Generating SPA Object Reports QRG 2 0 Version 2 0 July 19 2013 Full refresh of KFS KC data is scheduled for this evening The system will be intermittently available during this time July 18 20 This portal contains a variety of Official Census Day enrollment reports for each term th Employee This portal contains faculty and staff headcount and full time equivalent FTE reports for each month f Financial This portal contains a collection of financial reports based on KFS data as well as SPA financial reports based on KFS and KC data Data is updated nightly Financial reports begin with July 2013 FY14 data Information prior to July 2013 is available in the legacy systems f Sponsored Programs Th
27. research purposes Training KFS Will be appropriately disciplined for unacceptable use of e Data up to and including dismissal e Reports Data Warehouse e Data e Data User Confidentiality Agreement e Data QA By clicking Continue and accessing e Data information I agree to the requirements above and agree to comply with the Information Technology Security Policy the Data Warehouse e Data Policy and all other applicable university policies such as ISU Student Records Confidentiality Information and federal state privacy laws pertaining to student medical and financial information Please click on the Continue button to open the e Data application in a new browser window Your AccessPlus session is still active in this window Please remember to logoff and close both browser windows when you are done Continue 4 Click Sponsored Programs on the ENNEN blue homepage to enter the Sponsored Programs Register PEIEE July 19 2013 Full This portal contains a variety of Official Census Day enrollment reports for each term P t l refresh of KFS KC data ortal Senna he onum E f Employee will ba intermittently This portal contains faculty and staff headcount and full time equivalent FTE reports for each month available during this lt 2 PSU M Financial This portal contains a collection of financial reports based on KFS data as well as SPA financial reports based on KFS and KC data Data is July 18 2013 No n
28. the Financial Summary Reports page A Select by Account e Enter Account Number and Gesn Stung Summer Portal then click the green Select button Click the Run button which w E s Type one or more keywords separated by spaces AEROSPACE ENGINEERING appears after you click Select Search NES ADMIN CONTROL Options AG amp BIOSYSTEMS ENGINEERING AG 450 FARM AG COMMUNICATIONS B Or Search T s e Enter one or more Account cc ARG ST Numbers or Keywords separated by spaces and then click Search e Click the green Select button to s enter the Financial Summary M AUXILIARY Reports page SL surori SPONSORED FUNDING Results Select all Deselect all Select all Deselect all RU ADMINISTRATIVE SUPPORT ADMINISTRATION AG EXPERIMENT STATION RU AG EXPERIMENT STATION AMES LABORATORY SELES COLLEGE OF AGRICULTURE amp LIFE SCIEI RU BUSIN RU DESIGN RU ENGINEERING COLLEGE OF BUSINESS COLLEGE OF DESIGN GUPER GEN UNIV BLDG REPAIR GUBR GEN UNIV CAPITAL PROJ GUCAP ISU FOUNDATION GIFTS COLLEGE OF ENGINEERING LOAN FUNDS RU EXEC VICE PRESIDENT AND ENDOWMENT FUNDS ADVANCE COMMITMENTS AC PROVOST COLLEGE OF HUMAN SCIENCES 10 Note Y ou can choose your selected MM 9 te mre SOUCSROELMESAA ARTS 04 items from the Results box and click Insert to move them into the Choice box 22598u80E2 28 C Click one of the underlined blue links in the Fund Group Sub
29. this evening The system will be intermittently available during this time July 18 2013 No ni data in e Data to allo for loads of Object Codes in KFS Public Folders IBM Cognos Viewer Home fi Student This portal contains a variety of Official Census Day enrollment reports for each term f Employee This portal contains faculty and staff headcount and full time equivalent FTE reports for each month f Financial This portal contains a collection of financial reports based on KFS data as well as SPA financial reports based on KFS and KC data Data is updated nightly Financial reports begin with July 2013 FY14 data Information prior to July 2013 is available in the legacy systems f Sponsored Programs This portal contains reports for Proposals and Awards in KC as well as a link to SPA financial reports Data is updated nightly Proposal amp Award information begins with July 2010 FY11 data Proposal amp Award data prior to July 2010 is still available using InfoMaker f Resource Management Model RMM This portal contains a collection of reports designed specifically to assist RMM managers and decision makers e Data Confidentiality Statement e Data users have access to confidential sensitive and or private information Prior to accessing e Data information all e Data users must read and accept the following e Data users e Are obligated to keep e Data and password information confidential and secure
30. use or monetary gain or illegal activities or unauthorized purposes Must not use e Data information for academic research purposes Will be appropriately disciplined for unacceptable use of e Data up to and including dismissal e Data Confidentiality Agreement By accessing e Data information I agree to the requirements above and agree to comply with the Information Technology Security Policy the Warehouse e Data Policy and all other applicable university policies such as Student Records Confidentiality Information and federal state privacy laws pertaining to student medical and financial information IT Services Help 5 Click Here for Labor Reports on the IOWA STATE UNIVERSITY e Data Hundy Logorf Ej ANNK NOME TL oe Home Public Folders My Folders Employee Portal Financial Portal RMM Portal Sponsored Programs Portal Student Portal Labor Summary graph Financial Report Portal Fiscal Year 2014 Financial Summary Object Summary REVENUE GB EPENSES 600 000 000 500 000 000 300 000 000 200 000 000 100 000 000 Revenue Expenses Click Here For Object Reports Labor Summary Budget Summary YTD Expenses I cuasc fll suoTHG curer E currc 800 000 000 CO SALARIES WAGES BENEFITS 28 781 770 38 1 647 750 98 600 000 000 2 177 095 12 1548025109 400 000 000 7 243 105 28 200 000 000 10 040 634 43 5 681 328 53 8 506 935 52 252 258 46 200 000 000 Other 79 306 612 87 REVENLE Click Here Fo
31. 0 FY11 data Proposal amp Award data prior to July 2010 is still available using InfoMaker P f Resource Management Model RMM m This portal contains a collection of reports designed specifically to assist RMM managers and decision makers e Data Confidentiality Statement p e Data users have access to confidential sensitive and or private information Prior to accessing e Data information all e Data users p must read and accept the following p e Data users e Are obligated to keep e Data and password information confidential and secure Have an obligation to report security breaches loss of copies of e Data and unauthorized access to confidential sensitive or private information May only access share add or amend data required for university work related purposes within their assigned duties Must exercise care in viewing downloading e Data information Must not use e Data information for personal use or monetary gain or illegal activities or unauthorized purposes Must not use e Data information for academic research purposes Will be appropriately disciplined for unacceptable use of e Data up to and including dismissal e Data Confidentiality Agreement By accessing e Data information I agree to the requirements above and agree to comply with the Information Technology Security Policy the Warehouse e Data Policy and all other applicable university policies such as Student Records Confidentiality Information and federal state pri
32. 00 000 2 177 095 12 MT 15 480 251 09 000 000 L 7 243 105 28 200 000 000 10 040 634 43 10 000 000 5 681 328 53 8 506 935 52 252 258 46 Merit Other 79 306 61287 _ REVENLE Click Here For Labor Reports Click Here For SPA Financial Reports Chic itera Fa T Click Here For SPA Object Reports ick Here For Budget Reports 800 000 000 ACTUALS eData Generating Object Summary Reports QRG 2 0 Version 2 0 31 OWA STATE UNIVERSITY Information Technology Services Quick Reference Guide Generating Object Summary Reports 6 Click one of the underlined blue links on the Selection Page to enter the Object Summary Reports page Note Select by Object allows multiple selections IOWA STATE Object Summary Portal UNIVERSITY selection Page Select by Org Unit ISU Current Org Unit Name ISU Org Unit Code ADMINISTRATION AG EXPERIMENT STATION AMES LABORATORY OF AGRICULTURE amp ACCOUNTING LIFE SCIENCES ACCOUNTS RECEIVABLE COLLEGE OF BUSINESS ADMIN SUPPORT PROGRAMS ASC COLLEGE OF DESIGN ADMISSIONS COLLEGE OF ENGINEERING AEROSPACE ENGINEERING COLLEGE OF HUMAN SCIENCES AES ADMIN CONTROL COLLEGE OF LIBERAL ARTS amp AG amp BIOSYSTEMS ENGINEERING SCIENCES AG 450 FARM ee AG COMMUNICATIONS AG EDUCATION amp STUDIES FACILITIES PLANNING amp MANAGEMENT AGRICULTURE CAREER SERVICES 4 H FOUNDATION ACADEMIC EXCELLENCE FUND Select by Sub Fund Group emm GEN UNIV REVENUE RRC CONTR
33. 13 Full This portal contains a variety of Official Census Day enrollment reports for each term P t refresh of KFS KC data 0 r a is EAEE for e Mr Employee evening A This portal contains faculty and staff headcount and full time equivalent FTE reports for each month will be intermittently available during this 5 time f Financial This portal contains a collection of financial reports based on KFS data as well as SPA financial reports based on KFS and KC data Data is July 18 2013 No new updated nightly Financial reports begin with July 2013 FY14 data Information prior to July 2013 is available in the legacy systems data in e Data to allow for loads of Object f Sponsored Programs Codes in KFS This portal contains reports for Proposals and Awards in KC as well as a link to SPA financial reports Data is updated nightly Proposal amp Award information begins with July 2010 FY11 data Proposal amp Award data prior to July 2010 is still available using InfoMaker ff Resource Management Model RMM This portal contains a collection of reports designed specifically to assist RMM managers and decision makers e Data Confidentiality Statement e Data users have access to confidential sensitive and or private information Prior to accessing e Data information all e Data users must read and accept the following e Data users e Are obligated to keep e Data and password information confidential and secure Have an obligati
34. A Financial Report header info and Account Overview link Financial Reporting SPA Object Portal Transactions Reports To Level and Object No equivalent this report will remain in WebFM A link to this report 1s available in eData Financial Reporting SPA Financial Portal SPA Financial Report in the report header Financial Reporting SPA Financial Portal RMM ICR Distribution Link Financial Reporting SPA Object Portal Select the Indirect Cost Object Financial Reporting SPA Financial Portal SPA Financial Report Account Overview link Browse Lists General Browse IOWA STATE UNIVERSITY Information Technology Services How to Log In and Out of eData Job Aid Purpose The purpose of this job aid is to help you log in and out of eData In this aid you will find information regarding e Supported Browsers for eData How to Log In to eData How to Log Out of eData Supported Browsers for eData Use one of the following browsers to log into eData e Internet Explorer 9 or up Firefox 12 e Safari 6 or up optional for Macs How to Log In to eData Follow the numbered steps to get to the eData screen l Open a recommended browser Internet Explorer Firefox or Safari a 2 Navigate to www accessplus iastate edu About Demo FAQ Contact 3 Enter your University ID and Password to log into AccessPlus Login Method University ID Login Method w Password Forget your pass
35. BORATORY COLLEGE OF AGRICULTURE amp LIFE SCIENCES COLLEGE OF BUSINESS COLLEGE OF DESIGN COLLEGE OF ENGINEERING COLLEGE OF HUMAN SCIENCES 10 COLLEGE OF LIBERAL ARTS amp 04 AEROSPACE ENGINEERING AES ADMIN CONTROL AG amp BIOSYSTEMS ENGINEERING AG 450 FARM AG COMMUNICATIONS Ar Cru iarra 9 ET NTEC Select by Fund Group ance GENERAL UNIVERSITY SPECIAL APPROPRIATIONS FEDERAL APPROPRIATIONS AUXILIARY SELF SUPPORTING SPONSORED FUNDING ISU FOUNDATION GIFTS UNEXPENDED PLANT FUNDS AGENCY FUNDS Select by Sub Fund Group GEN UNIV REVENUE GEN UNIV OTHER GEN UNIV PERSONNEL ADVANCE COMMITMENTS AES STATE APPROPRIATION eData Generating Labor Summary Reports ORG 2 0 Version 2 0 36 IOWA STATE UNIVERSITY Information Technology Services Quick Reference Guide Generating Labor Summary Reports 7 Select one Report Title from the Report List in the top left corner of the screen OWA STATE Labor Summary Reports 8 Select one or more Report UNIVERSITY Labor Ledger Filters from the dropdown menus uel Sub Fund Group C Labor Object Summary All Sub Fund Groups 7 Labor Object Summary by Fund Group RRC CONTROL Labor Budget Summary GEN UNIV OTHER Job Title Summary GEN UNIV PERSONNEL Overtime Summary 9 Click the yellow Run button to produce a report Financial Summary Portal SPA Financial Portal 10 Click the Excel or PDF Object Portal Sub Acct Portal buttons
36. C data is scheduled for this mr Employee evening The system P 0 rtal will be interm ttestly This portal contains faculty and staff headcount and full time equivalent FTE reports for each month e available during this HUE f Financial This portal contains a collection of financial reports based on KFS data as well as SPA financial reports based on KFS and KC data Data is July 18 2013 No new updated nightly Financial reports begin with July 2013 FY14 data Information prior to July 2013 is available in the legacy systems data in e Data to allow for loads of Object f Sponsored Programs Codes in KFS This portal contains reports for Proposals and Awards in KC as well as a link to SPA financial reports Data is updated nightly Proposal amp Fi information begins with July 2010 FY11 data Proposal amp Award data prior to July 2010 is still available using InfoMaker Resource Management Model RMM is portal contains a collection of reports designed specifically to assist RMM managers and decision makers e Data Confidentiality Statement e Data users have access to confidential sensitive and or private information Prior to accessing e Data information all e Data users must read and accept the following e Data users Are obligated to keep e Data and password information confidential and secure Have an obligation to report security breaches loss of copies of e Data and unauthorized access to confidential sensitive or
37. E lt Pd Click Here For Financial Summary Reports Click Here For Sub Account Reports Expenses Click Here For Object Reports Budget Summary 800 000 000 28 781 770 38 1 647 750 98 2 177 095 12 15 480 251 09 7 243 105 28 10 040 634 43 5 681 328 53 8 506 935 52 252 258 46 600 000 000 400 000 000 200 000 000 I suasc fl GuOTHG curer 7 currc BUDGET ACTUALS Merit 79 306 612 87 REVENE Click Here For Labor Reports For SPA Financial Reports Click Here For SPA Object Reports 39 Click Here For Budget Reports IOWA STATE UNIVERSITY Information Technology Services Quick Reference Guide Generating SPA Financial Reports 6 Chooseon the Selection Page how you would like to enter the Sponsored Programs Financial Reports page A Select by Account IOWA STATE Sponsored Programs Financial Portal Enter Account Number and then click the green Select button Click the Run button which EC appears after you click Select B Or Search Enter one or more Account Numbers or Keywords separated by spaces and then ni Select by Sub Fund Select by Control Account li k S h RU Org Department Nbr Sub Fund Group Code Account Account Name C 1C e a r c RU ADMINISTRATIVE SUPPORT 160 ADMINISTRATION 99 AMES LAB INDEPENDENT ALAB 4001711 ICPA ADD1AMEND12 PROGRAMS AG EXPERIMENT STATION AEROSPACE ENGINEERING IOS CAEN RU AG EXPERIMENT STATION RESTRICTED SPONSORED
38. EXT 5 B VICE PRESIDENT FOR STUDENT A 1 000 000 1 E VP FOR RESEARCH amp ECON DEVEL i 400 000 000 500 000 1 Current Fiscal Year Awards Click Here for Activity Detail Reports Click Here for Subaward Detail Reports Click Here for Activity Summary Reports Investigator Detail Reports Investigator Financial Reports Select Investigator Enter Account Number eData Generating Proposal Reports QRG 2 0 Version 2 0 52 IOWA STATE UNIVERSITY Information Technology Services 6 Click Here for Proposal Reports on the Proposals graph Commodity Federal Foreign Federal Government Foreign Higher Education Foreign Industry Corporate Foreign Nonprofit Organization Higher Education Industry Corporate ISU Research Foundation Local Iowa Govt School District Non Iowa State amp Local onprofit Organization de of Iowa Government 7 Select one Report Title from the Report List in the top left corner of 538 188 455 1 951 303 919 612 499 2 927 029 9 598 937 8 170 538 213 650 250 135 814 865 367 624 2 280 661 8 431 553 97 309 819 83 160 820 2 551 816 969 IOWA STATE Proposal Report the Proposal Report screen UNIVERSITY Proposal Report 8 Select one or more Report Filters from the dropdown menus C Org Unit Proposal Report investigator Org Unit All Org Units Lead Org Unit Org Dept Sponsor Report Graphs by Count A Org Depts G
39. Employment e Data users have access to confidential sensitive and or private information Prior to WabEM accessing e Data information all e Data users must read and accept the following e Data users Human Resources I Are obligated to keep e Data and password information confidential and secure i 3 C lick eD ata then C 0 ntinue Link to HR Have an obligation to report security breaches loss of copies of e Data and unauthorized 9 access to confidential sensitive or private information General May only access share add or amend data required for university work related purposes within their assigned duties Must exercise care in viewing downloading e Data information Emergency Plan Must not use e Data information for personal use or monetary gain or illegal activities or unauthorized purposes Must not use e Data information for academic research purposes Training KFS will be appropriately disciplined for unacceptable use of e Data up to and including dismissal e Reports Faculty Activity Data Warehouse e Data e Data User Confidentiality Agreement e Data QA By clicking Continue and accessing e Data information I agree to the requirements above and agree to comply with the Information Technology Security Policy the Data Warehouse e Data Policy and all other applicable university policies such as ISU Student Records Confidentiality Information and federal state privacy laws pertaining to student medical
40. NIVERSITY JCCESSC rs About Logout Student Employee uBusiness Mi Enter keyword LJ l Log into AccessPlus and enter your University ID and Password Business e Data QA HJ Add Favorite Contact EB Print ggHelp F HideTabs cyBUY SHOPPER KFS Student Employment WebFM e Data Confidentiality Statement e Data users have access to confidential sensitive and or private information Prior to accessing e Data information all e Data users must read and accept the following 2 Click the wBusiness tab e Data users Human Resources Link to HR Are obligated to keep e Data and password information confidential and secure Have an obligation to report security breaches loss of copies of e Data and unauthorized access to confidential sensitive or private information May only access share add or amend data required for university work related purposes within their assigned duties Must exercise care in viewing downloading e Data information Must not use e Data information for personal use or monetary gain or illegal activities or unauthorized purposes Must not use e Data information for academic research purposes Will be appropriately disciplined for unacceptable use of e Data up to and including dismissal 3 Click eData then Continue General e Reports Emergency Plan Faculty Activity Training KFS Data Warehouse e Data e Data QA e Data User Confidentiality Agreement By clicking Continue and accessing e Data
41. OL ASC CONTROL GEN UNIV OTHER GEN UNIV PERSONNEL GEN UNIV BLDG REPAIR GEN UNIV CAPITAL PROJ ADVANCE COMMITMENTS AES STATE APPROPRIATION CES STATE APPROPRIATION SPECIAL APPR VDL EXTERNAL SALES amp SERVICES INTRAMURAL INCOME INVESTMENT INCOME INDIRECT COSTS RECOVERY MISC OTHER INCOME GRANTS amp CONTRACTS GIFTS TIN CROSS RU TIN GENERAL TIN INTERNAL SUPPLIES amp SERVICES CAPITAL AND COLLECTIONS GENERAL TRANSFERS IN RMM REVENUE RMM DISTRIBUTIONS GENERAL TRANSFERS IT GENERAL FUND APPROPRIATIONS 0011 TUITION REPLACEMENT 0014 IT AES APPROPRIATIONS 0015 IT EXTENSION APPROPRIATIONS 0016 RESTRICTED APPROPRIATIONS 0017 RESIDENT TUITION 0021 NON RESIDENT TUITION 0022 7 DISTANCE EDUCATION TUITION 0023 OTHER TUITION 0024 7 APPLICATION FEE 0031 COMPUTER FEE 0032 DEFERRED BILLING FEE 0033 GRADUATION FEE 0034 STUDENT HEALTH FEE 0035 STUDENT HEALTH INSURANCE FEE 0036 INTERNATIONAL STUDENT FEE 0037 cnecrai meu ince cec Select all Deselect all 7 Select one Report Title from the Report List in the top left corner of the screen 8 Select one or more Report Filters from the dropdown menus IOWA STATE Object Summary Reports UNIVERSITY Amount by Object Qu Amount by Object Amount by Level Amount by Consolidation Amount by RU Sub Fund Group and Object Amount by Department and Object Consolida
42. Object Level and Object Code View budgeted and actual RMM Revenue by Object Level and Object Code Opening Entries View Opening Entries by Object Level and Object Code Other Transfers In View Other Transfers In by Object Level and Object Code Expenditures View budgeted actual and encumbered expenditures by Object Level and Object Code Allocated Expenses View budgeted and actual allocated expenses by Object Level and Object Code Other Transfers Out View Other Transfers Out by Object Level and Object Code eData Generating General Fund Budget Reports ORG 2 0 Version 2 0 IOWA STATE UNIVERSITY Information Technology Services Quick Reference Guide Generating General Fund Budget Reports l Loginto AccessPlus and enter your PLU W University ID and Password hed Enter keyword J MN LUIS Tec LM LE ML cyBUY SHOPPER KFS 2 C li ck th e uBu sin ess t ab Student Employment e Data users have access to confidential sensitive and or private information Prior to WebFM accessing e Data information all e Data users must read and accept the following e Data Confidentiality Statement e Data users Human Resources A I i Are obligated to keep e Data and password information confidential and secure 1 7 Link to HR Have an obligation to report security breaches loss of copies of e Data and unauthorized 3 C lick eD ata 9 then C 0 ntin u e access to confidential sensitive or private information General Ma
43. Portal d Z RU BUSINESS Sub Acct Portal RU DESIGN Object Portal RU ENGINEERING Labor Portal RU EXEC VICE PRESIDENT AND PROVOST B Lists RU EXTENSION RU FACILITIES SERVICES Custom Reports Help Object Object Code PQERNALSA ES 8 SERVICES ns ae 3 910 35 5 250 00 5 250 00 10 Click the yellow Run button to produce a Budget Summary or Budget Detail report from the selected radio buttons 11 Click the Excel or PDF buttons to view download or print reports 12 Click one of the other underlined blue links to enter other portals eData Generating General Fund Budget Reports ORG 2 0 Version 2 0 Financial Summary Portal SPA Financial Portal Sub Acct Portal Object Portal Labor Portal Browse Lists Custom Reports Help IOWA STATE UNIVERSITY Kr Information Technology Services u ali Sponsored Programs Reporting IOWA STATE UNIVERSITY Information Technology Services Quick Reference Guide Generating Proposal Reports Instructions Use the steps below to generate Proposal Reports from the Sponsored Programs Register Portal in eData For more information about reports in eData refer to Understanding the eData Interface Job Aid Proposal Reports include Report Type Radio Buttons Proposal Report Investigator Org Unit Lead Org Unit Sponsor Report Graphs by Count Graphs by Dollars Description This report generates a list of propo
44. RSF 4001713 AVELLO BIOENERGY BEI MEYER TT m e eaae AMES LABORATORY AES ADMIN CONTROL C l 1 ck the gre en S ele ct butto n RU AGRICULTURE amp LIFE 1 cousse OF AGNCULTAES MER BAGRETEMSONSMETRDE SEN 4001736 ACPA ITRNS CACKLER RU BUSINESS AG EDUCATION amp STUDIES NDING m to enter the Sponsored s patena s RU DESIGN COLLEGE OF DESIGN 7 4002012 ASU PSERC MEMBERSHIP ECPE AJ AIRWORTHINESS ASSURANCE USDA ANIMAL HEALTH VET ANHVET RU ENGINEERING COLLEGE OF ENGINEERING CTR FOR EXCELLNC MED 4002020 PW 2011107 9 ERI CHANDRA Programs Financial Reports uum COULEGE OF SENS 10 MEES LABORATORY usa cos saa cope amwoseraooewameane screen COLLEGE OF LIBERAL ARTS amp 04 ANIMAL SCIENCE USDA EXT EARMARKS EXEARM Note Y ou can choose your selected items from the Results box C Click one of the underlined blue links in the Select by and click Insert to move them Investigator Resource Unit Org Unit Org Department Sub Fund into the Choice box Group or Control Account boxes 7 Select one Report Title from the Report List in the top left corner of OWA STATE Sponsored Programs Financial Reports ERE UNIVERSITY _ spa Financial Report 8 Select one or more Report Filters l from the dropdown menus SPA Financial Report Account Totals Since Inception Account Totals by Month Cash Recap Account Listing Sub Fund Group All Sub Fund Groups 7 Orq Unit Fiscal Year COLLEGE OF BUSINESS
45. STATE UNIVERSITY Information Technology Services Quick Reference Guide Generating General Fund Budget Reports 7 Select one Report Title from the Report List in the top left corner of the screen IOWA STATE General Fund Budget Reports UNIVERSITY Budget Summa Te Budget Summary Resource Unit Departmental Summary IT RU ADMINISTRATIVE Encumbrance Tracking RU AG EXPERIMENT IDC Tracking RU AGRICULTURE amp LI Admin Fee Tracking Z RU BUSINESS Tuition Tracking RU DESIGN RU ENGINEERING Budget Detail reports are available through the Budget Summary report Each link opens a new tab to the General Fund Budget Detail report illustrated in step 9 below 8 Click one of the blue links in the IOWA STATE General Fund Budget Reports report area UNIVERSITY Budge Departmental Summary Encumbrance Tracking IDC Tracking Admin Fee Tracking Tuition Tracking b Fiscal Year Month 2013 Jun 5 000 00 27 743 726 00 0 00 0 00 eData Generating General Fund Budget Reports ORG 2 0 Version 2 0 48 IOWA STATE UNIVERSITY Information Technology Services Quick Reference Guide Generating General Fund Budget Reports 9 Click one of the radio buttons on i the General Fund Budget Detail UNIVERSITY _ Receipts report to show other detailed RU AG EXPERIMENT STATION Financial Summary Portal rep orts n RU AGRICULTURE amp LIFE SCIENCES SPA Financial
46. STATE UNIVERSITY Information Technology Services Understanding the eData Interface Job Aid How eData is Structured Behind each portal is a graphical display of sub portals that further classify the types of data available The sub portal you select will be based on the type of data you would like to view in a report For example the Residency sub portal within the Student portal contains university oo that provide student residency data Student Reports Portal Census Day Enrollment shown below Right Click on these links for more information Term amp Year College Fall 2013 All Colleges A w 9 000 8 000 7 000 Colleges Departments amp Majors 8 284 Click Chart Bar for Specific College Reports Click Here for University Reports by College 19 850 Fall 2013 Click Here for University Reports by College Note Counts exclude Post Docs who are Race Ethnicity and Gender Enrollment Count Click Here for University Reports by College Trends This panel will become active once we have more data 29 000 27 000 UGrad 25 000 TJ Grad 23 000 5 21 000 8 19 000 t 17 000 15 000 g 13 000 E m 00 Fall 2010 Fall 2011 Fall2012 Fall 2013 ISU Fact Book Dashboard Documentation Registrar Enrollment Statistics Undergraduate 7952 Classification 6913 Freshman rime Click Here for University Reports by College Graduate Profe
47. STEMS ENGINEERING ar FUE ba Tr FAs Co ZETT See Note You can choose more than one selection in the Investigator Org Unit and Investigator Org Dept filters 9 Select the correct date range using the Submit Date between filter Submit Date between I Jul 1 2010 Fy n Jun 30 2025 FH 10 Click the yellow Run button to produce a report 11 Click the Excel or PDF buttons to view download or print reports eData Generating Proposal Status Tracking Reports QRG 2 0 Version 2 0 56 IOWA STATE UNIVERSITY Information Technology Services Quick Reference Guide Generating Proposal Reports by Investigator Instructions Use the steps below to generate Proposal Reports by Investigator from the Sponsored Programs Register Portal in eData For more information about reports in eData refer to the Understanding the eData Interface Job Aid Proposal Reports by Investigator include All Proposals This report generates a list of proposals based on the filter selection and provides aggregate information such as proposal amounts counts and indirect and direct costs It also shows proposal title number status start and end dates and Investigator s name and role Pending Proposals This report allows you to view proposals by those pending approval and by proposal also called GoldSheet number The Sort By drop down filter allows user to look up proposal numbers or amounts Also offers sponsor information pr
48. Sponsored Programs The eD ata Confi dentiality Codes in KFS This portal contains reports for Proposals and Awards in KC as well as a link to SPA financial reports Data is updated nightly Proposal amp Award information begins with July 2010 FY11 data Proposal amp Award data prior to July 2010 is still available using InfoMaker Statement at the bottom of fh Resource Management Model RMM This portal contains a collection of reports designed specifically to assist RMM managers and decision makers the screen outlines the e Data Confidentiality Statement sp ecific purpo S e and e Data users have access to confidential sensitive and or private information Prior to accessing e Data information all e Data users m must read and accept the following conditions for eData users o Dath tere e Are obligated to keep e Data and password information confidential and secure e Have an obligation to report security breaches loss of copies of e Data and unauthorized access to confidential sensitive or private information e May only access share add or amend data required for university work related purposes within their assigned duties e Must exercise care in viewing downloading e Data information e Must not use e Data information for personal use or monetary gain or illegal activities or unauthorized purposes e Must not use e Data information for academic research purposes e Will be appropriately disciplined for unacceptable use of e Data up
49. Subaward Detail Reports Click Here for Activity Summary Reports Investigator Detail Reports Investigator Financial Reports Select Investigator Enter Account Number 6 Click Here for Proposal Status Tracking on the Proposals graph Commodity 38 188 455 Federal 1 951 303 919 Foreign Federal Government 612 499 Foreign Higher Education 2 927 029 Foreign Industry Corporate 9 598 937 Foreign Nonprofit Organization 8 170 538 Higher Education 213 650 250 Industry Corporate 135 814 865 ISU Research Foundation 367 624 Local Iowa Govt School District 2 280 661 Non Iowa State amp Local 8 431 553 Government profit Organization 97 309 819 of Iowa Government 83 160 820 2 551 816 968 eData Generating Proposal Status Tracking Reports QRG 2 0 Version 2 0 55 IOWA STATE UNIVERSITY Information Technology Services Quick Reference Guide Generating Proposal Status Tracking Reports 7 Select one Report Title from the IOWA STATE Report List in the top left corner of A i the Proposal Status Tracking Report UNIVERSITY Proposal Status Tracking Report screen Report by Investigator Investigator Org Unit f Report by Lead Org All Org Units 8 Select one or more Report Filters Investigator Org Dept Submit Date between Jul 1 2010 H T and Jun 30 2025 1 from the dropdown menus AEROSPACE ENGINEERING AES ADMIN CONTROL AG amp BIOSY
50. Types 9 Select one or more Report Filters Pending Proposals Sponsor Name from the dropdown menus r ii ne szag All Sponsors Investigators Activity Type AALETI SRIRAM REDDY M All Activity Types A f W 10 Click the yellow Run button to produce a report 11 Click the Excel or PDF buttons to view download or print reports eData Generating Proposal Reports by Investigator QRG 2 0 Version 2 0 59 IOWA STATE UNIVERSITY Information Technology Services Quick Reference Guide Generating Award Reports Instructions Use the steps below to generate Award Reports from the Sponsored Programs Register Portal in eData For more information about reports in eData refer to the Understanding the eData Interface Job Aid Award Reports include Report Type Description Radio Buttons Award Report This report generates a list of awards based on the filter selection and provides aggregate information such as total cost counts and indirect and direct cost Shows activity by Award Register Date and Principal Investigators only Also provides Award Count Award Total Total Direct Cost and Total Indirect Cost summary information Monies may come in at different times during the life of an award Investigator Org This report provides award count summary information by investigator org unit Since an Unit investigator can list a department and a center on page 2 of the GoldSheet it Is possible for an award to sh
51. UMAN SCIENCES COLLEGE OF LIBERAL ARTS amp SCIENCES COLLEGE OF VETERINARY MEDICINE FACILITIES PLANNING amp SERVICES INTRAMURAL INCOME INVESTMENT INCOME INDIRECT COSTS RECOVERY MISC OTHER INCOME GRANTS amp CONTRACTS GIFTS TIN GENERAL T IN DEBT MANAGEMENT eData Generating SPA Object Reports QRG 2 0 Version 2 0 43 AEROSPACE ENGINEERING AES ADMIN CONTROL AG amp BIOSYSTEMS ENGINEERING AG EDUCATION amp STUDIES AGRI Y AIRWORTHINESS ASSURANCE CTR FOR EXCELLNC AMES LABORATORY ANIMAL SCIENCE ANTHROPOLOGY BURDENABLE SUB ROLLUP 0387 COMPUTING ROLLUP 0352 DOMESTIC TRAVEL ROLLUP 0205 EQUIPMENT ROLLUP 0709 0206 SERVICES ROLLUP 0301 0119 0641 LAB RESEARCH SUPPLIES 0437 ROLLUP NONBURDENABLE SUB ROLLUP 0375 OTHER DIRECT EXP ROLLUP 0629 CAPITAL APPROPRIATIONS OTHER TUITION DEFERRED BILLING FEE SPECIAL COURSE FEE OTHER FEES DELIVERY FEE STUDY ABROAD PROGRAM FEE MISC SALES amp SERVICES SALE OF CAPITAL ASSETS ROYALTY INCOME INDIRECT COST MISC OTHER INCOME IOWA STATE UNIVERSITY Information Technology Services Quick Reference Guide Generating SPA Object Reports 7 Select one Report Title from the Report List in the top left corner of IOWA STATE SPA Object Reports the screen IVERSITY Trans by Reports To Level and Object 8 Select one or more Report Filters Quy Level from the dropdown menus 6 Trans by Reports To Level and Objet All Level Cod
52. al Filters The Student Portal contains seven main portals in eData College Departments amp Majors e Race Ethnicity and Gender e Residency e Trends e Undergraduate e Graduate e Professional The first portal College Departments amp Majors 1s divided into three sub portals that include e All College Reports e Single College Reports e Departmental Profile Reports The table below lists and describes filters common to the Student Portal All Colleges Colleges Departments Appears in the report area Allows user to choose a view headcounts amp Majors All Colleges by individual college across student levels Undergraduate Graduate or Professional or a summarized view across levels College All Portals Appears on the top left side of each screen Allows user to select all colleges or a single college from the drop down menu Includes Interdisciplinary Studies and Vet Med Note Single College portal does not include an All Colleges filter Term All Portals Appears on the top left side of each screen Allows user to select a specific term Fall Spring or Summer with year 1 e 2013 eData Using Filters to Generate Reports JOB 2 0 Version 2 0 15 IOWA STATE UNIVERSITY Information Technology Services Using Filters to Generate Reports Job Aid Financial Report Portal Filters The Financial Report Portal contains seven sub portals e Financial Summary Reports e Sub Account Reports e O
53. and financial information Please click on the Continue button to open the e Data application in a new browser window Your AccessPlus session is still active in this window Please remember to logoff and close both browser windows when you are done Continue eData Generating Financial Summary Reports ORG 2 0 Version 2 0 22 OWA STATE UNIVERSITY Information Technology Services Quick Reference Guide Generating Financial Summary Reports 4 Click Financial Reporting on the CWA _ IBM Cognos Viewer Home blue homepage to enter the Financial Report Portal E July 19 2013 Full This portal contains a variety of Official Census Day enrollment reports for each term refresh of KFS KC data is scheduled for this evening The system will be intermittently available during this z DIES f Financial 5 4 This portal contains a collection of financial reports based on KFS data as well as SPA financial reports based on KFS and KC data Data is July 18 20 y updated nightly Financial reports begin with July 2013 FY14 data Information prior to July 2013 is available in the legacy systems f Employee This portal contains faculty and staff headcount and full time equivalent FTE reports for each month f Sponsored Programs P This portal contains reports for Proposals and Awards in KC as well as a link to SPA financial reports Data is updated nightly Proposal amp a Award information begins with July 201
54. artment within the RU s selected This report also includes any Variance Encumbrance and totals for Variance with Encumbrance Encumbrance Tracking View Current Cash Balance Encumbrances Payroll PO Telecom and Travel and Current Free Balance by Org Department and Sub Fund Group ICR Tracking This report is displayed in two tables The top table summarizes revenue and percentage of Indirect Cost Recovery ICR for one or more RUs This is the revenue received in the RRC Control account 711 XX XX The bottom table displays the ICR by Org Department and object code Admin Fee Tracking This report shows the total Admin Overhead income received in the RRC Control account 711 XX X X for each RU It further breaks down income based on the department the generated the income Tuition Tracking View summarized Tuition Budget Revenue and Variance by term Summer Fall and Spring The table sorts Undergraduate Graduate and Professional student levels and breaks down Differential Enrollment and Student Credit Hours tuition General Fund Budget Detail Reports offer revenue and expense details and include All All budgeted and actual revenue Receipts RMM revenue Other Transfers In and expenses Expenditures Allocated Expenses Other Transfers Out This report also shows variance for revenue and expenses encumbrance and variance with encumbrance Report shows Object Level and Object Code detail View budget and actual receipts by
55. ary of all Accounts and Sub Accounts with activity in eData Go to the main page click Public Folders Custom Reports then University Wide and select All Accounts Summary List l Loginto AccessPlus and enter your ACCESSALUS T M out Logout Employee uBusiness University ID and Password ESZ E FEDITCECIUUECYUEDCITECTUS cyBUY SHOPPER s e Data Confidentiality Statement 2 I C lick th e uBu sin ess t ab Student Employment e Data users have access to confidential sensitive and or private information Prior to WEbEM accessing e Data information all e Data users must read and accept the following e Data users Human Resources A a Are obligated to keep e Data and password information confidential and secure 3 C lick eD ata then C 0 ntinue Link to HR Have an obligation to report security breaches loss of copies of e Data and unauthorized 9 access to confidential sensitive or private information General May only access share add or amend data required for university work related purposes within their assigned duties Must exercise care in viewing downloading e Data information Emergency Plan Must not use e Data information for personal use or monetary gain or illegal activities or Faculty Activity unauthorized purposes I I Must not use e Data information for academic research purposes Training KFS Will be appropriately disciplined for unacceptable use of e Data up to and including dism
56. ate edu 21 Click OK on the Internet Properties Wehdiez screen https www dw iastate edu 22 Log into eData from AccessPlus eData Exporting eData Reports to Excel Using Internet Explorer QRG 2 0 Version 2 0 19 IOWA STATE UNIVERSITY Information Technology Services Quick Reference Guide Exporting eData Reports to Excel Using Internet Explorer Note Click Yes if you receive this message when trying to Add the trusted sites in steps 18 and 19 above co sites e The site you specified already exists in the Local intranet zone Would you like to move it to the Trusted sites zone eData Exporting eData Reports to Excel Using Internet Explorer QRG 2 0 Version 2 0 80 This concludes the User Manual For the most updated documentation please go to www kuali 1astate edu training If you have any questions please contact the Kuali Trainer or your Super User www kuali iastate edu support
57. ation Prior to 2 C lick the uBu s n ess tab accessing e Data information all e Data users must read and accept the following WebFM e Data Confidentiality Statement e Data users Human Resources Are obligated to keep e Data and password information confidential and secure e Link to HR Have an obligation to report security breaches loss of copies of e Data and unauthorized 3 lick eD ata then C 0 ntinue access to confidential sensitive or private information General May only access share add or amend data required for university work related purposes within their assigned duties Dal Must exercise care in viewing downloading e Data information Emergency Plan Must not use e Data information for personal use or monetary gain or illegal activities or Faculty Activity unauthorized purposes Must not use e Data information for academic research purposes Training KFS Will be appropriately disciplined for unacceptable use of e Data up to and including dismissal Data Warehouse e Data e Data User Confidentiality Agreement e Data QA By clicking Continue and accessing e Data information I agree to the requirements above and agree to comply with the Information Technology Security Policy the Data Warehouse e Data Policy and all other applicable university policies such as ISU Student Records Confidentiality Information and federal state privacy laws pertaining to student medical and financial information
58. bject Reports e Labor Reports SPA Financial Reports e SPA Object Reports Budget Reports The table below alphabetically lists and describes filters common to Financial Report Portals Account All This 1s the 7 digit account number Use this filter to generate a report for a specific Account The Transaction Detail report is available when a specific account number is selected Fund Group Used to identify major groups of accounts such as General University Funds Use this filter to select and view a Fund Group for a specific Resource Unit Org Unit Org Department and or Account Previously known as the last three digits of the Org Code This filter makes it easier to report by Org Departments that exist in multiple Org Units Previously known as the first two digits of the Org Code Use this filter to select an Org Unit Identifies the budget unit as defined under the Resource Management Model RMM Use this filter to select information by Resource Unit Used to further breakdown Fund Group Used to identify major groups of accounts such as General University Funds which are broken down into General University Other and General University Personnel Use this filter to select and view one or more Sub Fund Groups within a specific Fund Group Displays the data results for a given year type calendar federal fiscal and period Monthly Periodic Quarterly Periodic Month YTD and Quarter YTD or single month Sub Fund Group
59. count lists based on criteria selected summarized by Revenue Expense Type and Consolidation View account lists based on criteria selected summarized by Resource Unit Sub Fund Group and Object View account lists based on criteria selected summarized by Org Department and Object Amount by Object Amount by Level Amount by Consolidation Amount by RU Sub Fund Group and Object Amount by Department and Object l Log into AccessPlus and enter your University ID and Password 2 Click the uBusiness tab 3 Click eData then Continue Lodi e About Logout Business cyBUY SHOPPER KFS Student Employment WebFM Human Resources Link to HR General e Reports Emergency Plan Faculty Activity Training KFS Data Warehouse e Data e Data QA IOWA STATE UNIVERSITY Employee uBusiness Mi Enter keyword LJ H Add Favorite g Contact E Print Help fF HideTabs e Data Confidentiality Statement e Data users have access to confidential sensitive and or private information Prior to accessing e Data information all e Data users must read and accept the following e Data users Are obligated to keep e Data and password information confidential and secure Have an obligation to report security breaches loss of copies of e Data and unauthorized access to confidential sensitive or private information May only access share add or amend data required for university work related purposes within t
60. cta tes cupas iai pop ups in new tabs instead of new Tabe E d Change how webpages are displayed in tabs windows Browsing history Delete temporary files history cookies saved passwords and web form information Delete browsing history on exit Appearance eData Configuring Your Browser to Open New Tabs in eData JOB 2 0 Version 2 0 68 OWA STATE UNIVERSITY Information Technology Services Quick Reference Guide Configuring Your Browser to Open New Tabs in eData When Using FireFox 1 Click Firefox Firefox 7 Y Four Genet Dares 2 Thenclick Options f Bookmarks Start Private Browsing History 3 And Options again Feet Downloads gI Find 4X Add ons Save Page As Options Options Email Link kh Print Menu Bar Navigation Toolbar Web Developer Bookmarks Toolbar Full Screen Add on Bar Ctrl Set Up Sync Toolbar Layout 4 Click the Tabs icon iu fe Content Applications Privacy 5 Check the option Open new windows in a tab a e when opening mult instead 7 Always show the tab bar Z Don t load tabs until selected I When open a link in a new tab switch to it immediately 6 Click OK Show tab previews in the Windows taskbar 7 Click x to close the settings Note Y ou should now be able to see pop ups in new tabs instead of new windows eData Configuring Your Browser to Open New Tabs in eData JOB 2 0 Ver
61. describes the available export options in the eData portals Description Click the Excel button to download the customized report to your desktop This can be useful to further arrange modify or review the data Click the PDF button to download the customized report to your desktop as a PDF This can be helpful when communicating specific report results with others without any change in the data eData Understanding the eData Interface JOB 2 0 Version 2 0 13 IOWA STATE UNIVERSITY Information Technology Services Understanding the eData Interface Job Aid What Other Reports Are Available in eData The table below lists and describes other reports available through links and drill downs in eData Links to the ISU Fact Book prepared by ISU Institutional Research This electronic book contains profiles and comparisons of student faculty and institutional data released on the 10 academic day of each semester This links goes to the General Browse screen which offers a drop down lists of reports 1 e Accounts Fund Group Payments Org Code etc you can generate lists by keyword summary Sub The Controller s Department creates these reports for one or more Account Labor requesting org unit or department for a specific purpose Some reports are Object SPA available University Wide Financial SPA Links directly to the Controller s Department website where contact Object General information and other sup
62. eData User Manual lt E REV 13 12 20 eData Basics Whats Changed with eData Job Aid Quick Reference Guide Understanding the eData Interface Job Aid Using Filters to Generate Reports Job Aid Financial Reporting Quick Reference Guide Quick Reference Guide Quick Reference Guide Quick Reference Guide Quick Reference Guide Quick Reference Guide Quick Reference Guide IOWA STATE UNIVERSITY Information Technology Services eData Reporting User s Guide Table of Contents Sponsored Programs Reporting Quick Reference Guide Quick Reference Guide Quick Reference Guide Quick Reference Guide Quick Reference Guide Troubleshooting Configuring Your Browser to Open Tabs in eData Using Internet Explorer with eData Exporting eData Reports to Excel Using Internet Explorer m l How to Log In and Out of eData 3 6 O T S ES SI 15 Generating Financial Summary Reports 22 Generating Sub Account Repotrts 26 Generating Labor Summary Reports 30 Generating Object Summary Reports 34 Generating SPA Financial Reports 38 Generating SPA Object Reports
63. ederal Foreign Federal Government Foreign Higher Education Foreign Industry Corporate Foreign Nonprofit Organization Higher Education Industry Corporate ISU Research Foundation Local Iowa Govt School District Nonprofit Organization State of Iowa Government 56 546 690 2 768 044 489 400 000 933 324 6 528 117 111 463 97 599 393 178 992 342 2 399 580 3 530 502 200 637 493 260 377 841 Click Here for Award Reports 7 Select one Report Title from the Report List in the top left corner of the Award Report screen 8 Select one or more Report Filters from the dropdown menus Award Report Investigator Org Unit Lead Org Unit Sponsor Report M C IDC DC Ratio Graphs by Count Graphs by Dollars IOWA STATE Award Reports UNIVERSITY Award Report Org Unit All Org Units Org Dept All Org Depts Investigators All Investigators 9 Select the correct date range using the Award Register Date between filter 10 Click the yellow Run button to produce a report 11 Click the Excel or PDF buttons to view download or print reports 12 Click one of the other underlined blue links to view detailed information or link to other portals Award Register Date between Jul 1 2010 E and Jun 30 2025 E Proposal Reports Award Summary Custom eData Generating Award Reports QRG 2 0 Version 2 0 62 IOWA STATE UNIVERSITY Information Technology Services Quick Refe
64. eports Proposal Search Award Reports Award Search O O 0 e Investigator Detail Reports o Proposal Reports by Investigator o Award Reports by Investigator e Activity Summary Reports o Proposal Monthly Reports o Proposal Quarterly Reports o Award monthly Reports The table below alphabetically lists and describes filters common to the Sponsored Programs Register Portals Activity Type Activity Detail Allows user to limit search by activity type including Academic Investigator Detail Support Institutional Support Instruction Operations amp Activity Summary Maintenance Public Service Research Scholarships amp Fellowship Student Financial Aid and Student Services Also displayed in the results section of Percent of Total reports in Proposal Monthly and Award monthly Reports Allows user to limit search by status of award 1 e Active Closed Reports Executed Pending Final or Purged from KFS Award Activity Detail A ward Allows users to enter a date range to search for Awards or Register Date Reports Subaward Subawards using calendar option filters Between Allows user to limit search by award status 1 e Active Executed Reports Pending Purged from KFS or Withdrawn Declined Award Type Activity Detail A ward Allows user to limit search by award type 1 e ISU Gift IPA Grant Reports Investigator Other Cooperative Agreement or Contract Type Detail A ward Reports by Investigator Category Activi
65. es s Trans by Unit Dept and Object Re to Object All Reports To Codes gt Year Calendar Period Et E OF DESIGN 2012 Fiscal Month Periodic ae Org Department All Org Departments 9 Click the yellow Run butonto T Tt produce a report SPA Object Portal Financial Summary Portal Labor Portal 10 Click the Excel or PDF buttons to EREEREER view download or print reports Browse Lists I Custom Reports 11 Click one of the other underlined gt He blue links to view detailed Information or link to other portals El 9 Resource Unit All Account All Transaction Download eData Generating SPA Object Reports QRG 2 0 Version 2 0 44 IOWA STATE UNIVERSITY Information Technology Services Quick Reference Guide Generating General Fund Budget Reports Instructions Use the steps below to generate General Fund Budget Reports and Budget Detail Reports in eData For more information about reports in eData refer to the Understanding the eData Interface Job Aid General Fund Budget Reports include Report Type Radio Buttons Budget Summary Summarizes Budgeted and Actual revenue and expenses for one or more Resource Units RUs This report also includes any Variance Encumbrance and totals for Variance with Encumbrance Departmental Summary Summarizes budgeted and actual revenue and expenses for one or more Resource Units It also shows the Budgeted and actual expense for each Org Dep
66. esource Management Model RMM This portal contains a collection of reports designed specifically to assist RMM managers and decision makers e Data Confidentiality Statement e Data users have access to confidential sensitive and or private information Prior to accessing e Data information all e Data users must read and accept the following e Data users Are obligated to keep e Data and password information confidential and secure Have an obligation to report security breaches loss of copies of e Data and unauthorized access to confidential sensitive or private information May only access share add or amend data required for university work related purposes within their assigned duties Must exercise care in viewing downloading e Data information e Must not use e Data information for personal use or monetary gain or illegal activities or unauthorized purposes Must not use e Data information for academic research purposes Will be appropriately disciplined for unacceptable use of e Data up to and including dismissal e Data Confidentiality Agreement By accessing e Data information I agree to the requirements above and agree to comply with the Information Technology Security Policy the Warehouse e Data Policy and all other applicable university policies such as Student Records Confidentiality Information and federal state privacy laws pertaining to student medical and financial information IT Services Help
67. ew updated nightly Financial reports begin with July 2013 FY14 data Information prior to July 2013 is available in the legacy systems data in e Data to allow for loads of Object ff Sponsored Programs Codes in KFS This portal contains reports for Proposals and Awards in KC as well as a link to SPA financial reports Data is updated nightly Proposal amp Award information begins with July 2010 FY11 data Proposal amp Award data prior to July 2010 is still available using InfoMaker f Resource Management Model RMM This portal contains a collection of reports designed specifically to assist RMM managers and decision makers e Data Confidentiality Statement e Data users have access to confidential sensitive and or private information Prior to accessing e Data information all e Data users must read and accept the following e Data users e Are obligated to keep e Data and password information confidential and secure Have an obligation to report security breaches loss of copies of e Data and unauthorized access to confidential sensitive or private information May only access share add or amend data required for university work related purposes within their assigned duties Must exercise care in viewing downloading e Data information Must not use e Data information for personal use or monetary gain or illegal activities or unauthorized purposes Must not use e Data information for academic research purposes Will be appropriately disc
68. f KFS KC data is scheduled for this evening The system will be intermittently available during this tws a f Financial This portal contains a collection of financial reports based on KFS data as well as SPA financial reports based on KFS and KC data Data is July 18 2013 No ni updated nightly Financial reports begin with July 2013 FY14 data Information prior to July 2013 is available in the legacy systems data in e Data to allow for loads of Objeg ff Sponsored Programs p This portal contains reports for Proposals and Awards in KC as well as a link to SPA financial reports Data is updated nightly Proposal amp Award information begins with July 2010 FY11 data Proposal amp Award data prior to July 2010 is still available using InfoMaker f Employee This portal contains faculty and staff headcount and full time equivalent FTE reports for each month f Resource Management Model RMM This portal contains a collection of reports designed specifically to assist RMM managers and decision makers e Data Confidentiality Statement e Data users have access to confidential sensitive and or private information Prior to accessing e Data information all e Data users must read and accept the following e Data users e Are obligated to keep e Data and password information confidential and secure e Have an obligation to report security breaches loss of copies of e Data and unauthorized access to confidential sensitive or private
69. formation May only access share add or amend data required for university work related purposes within their assigned duties Must exercise care in viewing downloading e Data information Must not use e Data information for personal use or monetary gain or illegal activities or unauthorized purposes Must not use e Data information for academic research purposes Will be appropriately disciplined for unacceptable use of e Data up to and including dismissal e Data Confidentiality Agreement By accessing e Data information I agree to the requirements above and agree to comply with the Information Technology Security Policy the Warehouse e Data Policy and all other applicable university policies such as Student Records Confidentiality Information and federal state privacy laws pertaining to student medical and financial information IT Services Help eData Generating General Fund Budget Reports ORG 2 0 Version 2 0 46 IOWA STATE UNIVERSITY Information Technology Services Quick Reference Guide Generating General Fund Budget Reports IOWA STATE UNIVERSITY e Data Click Here for Budget Reports under the Budget Summary graph Gy Home Public Folders My Folders Employee Portal Financial Portal RMM Portal Financial Report Portal 4 Fiscal Year 201 Financial Summary Object Summary REVENUE lg enses d ps o T Click Here For Financial Summary Reports Click Here For Sub Account Re
70. get Browse SPA Financial A summary of award budgets that the PI has submitted through the OSPA Budget Form This option appears below the Transaction Detail link when RMM ICR Distribution a specific account number is selected EASE Summary Shows the Indirect Cost Recovery ICR distribution in percentage Links to the current Employee Activity Summary of Effort EASE report in WebFM Support Forms Sponsored Links to completed Current and Pending or Just in Time support Programs forms required by the National Science Foundation NSF US Investigator Department of Agriculture USDA and National Institute of Health Detail Reports NIH eData Understanding the eData Interface JOB 2 0 Version 2 0 ISU Fact Book Student Portal Dashboard Statistics Portals Financial Custom Reports 14 IOWA STATE UNIVERSITY Information Technology Services Using Filters to Generate Reports Job Aid Purpose The purpose of this job aid is to help you use filters to generate reports in eData Some portals in eData share a set of common filters that allow you to produce reports to fit your reporting needs Other filters are unique to specific portals Note Use of the Run button 1s not required for filters displayed in the report area In this job aid you will learn about e Student Enrollment Portal Filters e Financial Report Portal Filters e Sponsored Programs Register Portal Filters Student Enrollment Port
71. h corresponding amounts based on the total dollars to be generated Also allows you to view graph by Sponsor Type Activity Type Proposal Status and Lead Org Unit Links within the Proposal Report Data include Proposal Description Visual Cue Number Link Proposal This link takes you to the Proposal Detail screen displaying summary Number link to information such as recommitted totals requested start and end dates proposed bea Ave Proposal direct costs proposal status and awards If there 1s an award a link will appear Detail in the Award section of the Proposal Detail report 106253 eData Generating Proposal Reports QRG 2 0 Version 2 0 51 IOWA STATE UNIVERSITY Information Technology Services uick Reference Guide Generating Proposal Reports l Log into AccessPlus and enter your Accessi out Logout University ID and Password Business e Data QA bad Enter keyword CAGI JM Add Favorite Contact B Print ggHelp fF HideTabs cyBUY SHOPPER KFS 2 C lick th e uBu sin ess t ab Student Employment e Data users have access to confidential sensitive and or private information Prior to WebFM accessing e Data information all e Data users must read and accept the following e Data Confidentiality Statement e Data users Human Resources N k i Are obligated to keep e Data and password information confidential and secure 3 C hek eD ata then C 0 ntinue Link to HR Have an obligation to rep
72. heir assigned duties Must exercise care in viewing downloading e Data information Must not use e Data information for personal use or monetary gain or illegal activities or unauthorized purposes Must not use e Data information for academic research purposes will be appropriately disciplined for unacceptable use of e Data up to and including dismissal e Data User Confidentiality Agreement By clicking Continue and accessing e Data information I agree to the requirements above and agree to comply with the Information Technology Security Policy the Data Warehouse e Data Policy and all other applicable university policies such as ISU Student Records Confidentiality Information and federal state privacy laws pertaining to student medical and financial information Please click on the Continue button to open the e Data application in a new browser window Your AccessPlus session is still active in this window Please remember to logoff and close both browser windows when you are done Continue eData Generating Object Summary Reports QRG 2 0 Version 2 0 30 OWA STATE UNIVERSITY Information Technology Services Quick Reference Guide Generating Object Summary Reports 4 Click Financial on the blue IOWA _ IBM Cognos Viewer Home homepage to enter the Financial Report Portal dau July 19 2013 Full This portal contains a variety of Official Census Day enrollment reports for each term refresh o
73. ick Custom level To use the recommended settings dick Default level V Enable Protected Mode requires restarting Internet Explorer Defoultievel 7 Scroll down in the Settings box to Miscellaneous then click Disable under Use Pop up Blocker 9 Disable Enable Submit non encrypted form data Disable Enable Use Pop up Blocker Brie Use SmartScreen Filter Disable Enable Userdata persistence Disable Enable hd Wabcitac in lace mrivilanad wah rantent sane ran navinata in 4 Takes effect after you restart your computer Reset custom settings iin L X J ce eData Exporting eData Reports to Excel Using Internet Explorer QRG 2 0 Version 2 0 15 IOWA STATE UNIVERSITY Information Technology Services Quick Reference Guide Exporting eData Reports to Excel Using Internet Explorer Allow File Downloads 8 Scroll to Downloads and click Enable to allow automatic prompting for downloads 5 Prompt att Enable NET Framework setup Disable Enable 9 Scroll to Miscellaneous and click Enable to allow META FRESH _ Allow dragging of content between domains into separate wi a Disable Enable a _ Allow dragging of content between domains into the same wi a Disable Enable hu Allow META REFRESH Disable _ Allow scripting of Microsoft web browser control m Miceshle m Takes effect af
74. inal The fa Employee i oe ee This portal contains faculty and staff headcount and full time equivalent FTE reports for each month Student im Financial This portal contains a collection of financial reports based on KFS data as well as SPA financial reports based on KFS and KC data Data is updated nightly e E l Financial reports begin with July 2013 FY14 data Information prior to July 2013 is available in the legacy systems mployee im Sponsored Programs Financial This portal contains reports for Proposals and Awards in KC as well as a link to SPA financial reports Data is updated nightly Proposal amp Award information begins with July 2010 FY11 data Proposal amp Award data prior to July 2010 is still available using InfoMaker e Sponsored Programs e Resource Management Model fi Resource Management Model RMM This portal contains a collection of reports designed specifically to assist RMM managers and decision makers eData How To Log In and Out of eData JOB 2 0 Version 2 0 IOWA STATE UNIVERSITY Information Technology Services How to Log In and Out of eData Job Aid How to Log Out of eData Tabs in AccessPlus will remain open while you work in eData When you are done working on reports follow the numbered steps to safely log out of the eData and AccessPlus 1 Close all open eData tabs 2 Click Log off in the red area on the top right of the eData screens 3 Logout of AccessPlus 4 Clo
75. iplined for unacceptable use of e Data up to and including dismissal e Data Confidentiality Agreement By accessing e Data information I agree to the requirements above and agree to comply with the Information Technology Security Policy the Warehouse e Data Policy and all other applicable university policies such as Student Records Confidentiality Information and federal state privacy laws pertaining to student medical and financial information IT Services Help Sponsored Programs Register Portal A 5 Activity Detail Reports Activity Summary Reports 5 Click Here on the Activity Detail Von no ws 250000 Fr STA B Proposal E AMES LABORATORY Re 0 rts T a h B COLLEGE OF ENGINEERING 800 000 000 2 000 000 E COLLEGE OF HUMAN SCIENCES fB COLLEGE OF LIBERAL ARTS amp SCI E COLLEGE OF VETERINARY MEDICINE E INSTITUTE FOR PHYSICAL RESEA CI LIBRARY EJ UNIVERSITY amp COOPERATIVE EXT B VICE PRESIDENT FOR STUDENT A 400 000 000 BJ VP FOR RESEARCH amp ECON DEVEL 600 000 000 200 008 Current Fiscal Year Awards Click Here for Activity Detail Reports Click Here for Subaward Detail Reports Click Here for Activity Summary Reports I Investigator inancial Select Investigator Enter Account Number eData Generating Award Reports QRG 2 0 Version 2 0 61 OWA STATE UNIVERSITY Information Technology Services 6 Click Here for Award Reports on the Awards graph Commodity F
76. is portal contains reports for Proposals and Awards in KC as well as a link to SPA financial reports Data is updated nightly Proposal amp Award information begins with July 2010 FY11 data Proposal amp Award data prior to July 2010 is still available using InfoMaker f Resource Management Model RMM This portal contains a collection of reports designed specifically to assist RMM managers and decision makers e Data Confidentiality Statement e Data users have access to confidential sensitive and or private information Prior to accessing e Data information all e Data users must read and accept the following e Data users e Are obligated to keep e Data and password information confidential and secure Have an obligation to report security breaches loss of copies of e Data and unauthorized access to confidential sensitive or private information May only access share add or amend data required for university work related purposes within their assigned duties Must exercise care in viewing downloading e Data information Must not use e Data information for personal use or monetary gain or illegal activities or unauthorized purposes Must not use e Data information for academic research purposes Will be appropriately disciplined for unacceptable use of e Data up to and including dismissal e Data Confidentiality Agreement By accessing e Data information I agree to the requirements above and agree to comply with the Information Technology
77. is scheduled for this evening The system will be intermittently available during this times f Financial This portal contains a collection of financial reports based on KFS data as well as SPA financial reports based on KFS and KC data Data is July 18 2013 No new updated nightly Financial reports begin with July 2013 FY14 data Information prior to July 2013 is available in the legacy systems data in e Data to allow for loads of Object Sponsored Programs Codes in KFS This portal contains reports for Proposals and Awards in KC as well as a link to SPA financial reports Data is updated nightly Proposal amp ah Award information begins with July 2010 FY11 data Proposal amp Award data prior to July 2010 is still available using InfoMaker f Employee This portal contains faculty and staff headcount and full time equivalent FTE reports for each month f Resource Management Model RMM This portal contains a collection of reports designed specifically to assist RMM managers and decision makers e Data Confidentiality Statement e Data users have access to confidential sensitive and or private information Prior to accessing e Data information all e Data users must read and accept the following e Data users e Are obligated to keep e Data and password information confidential and secure Have an obligation to report security breaches loss of copies of e Data and unauthorized access to confidential sensitive or private in
78. issal e Reports Data Warehouse e Data e Data User Confidentiality Agreement e Data QA By clicking Continue and accessing e Data information I agree to the requirements above and agree to comply with the Information Technology Security Policy the Data Warehouse e Data Policy and all other applicable university policies such as ISU Student Records Confidentiality Information and federal state privacy laws pertaining to student medical and financial information Please click on the Continue button to open the e Data application in a new browser window Your AccessPlus session is still active in this window Please remember to logoff and close both browser windows when you are done Continue eData Generating Sub Account Reports QRG 2 0 Version 2 0 26 IOWA STATE UNIVERSITY Information Technology Services Quick Reference Guide Generating Sub Account Reports 4 Click Financial on the blue IOWA _ TBM Cognos Viewer Home homepage to enter the Financial Report Portal ue July 19 2013 Full This portal contains a variety of Official Census Day enrollment reports for each term refresh of KFS KC data is scheduled for this evening The system will be intermittently available during this tws i f Financial This portal contains a collection of financial reports based on KFS data as well as SPA financial reports based on KFS and KC data Data is July 18 2013 No updated nightly Financial reports begin
79. jeuiung p fqo e yalqo Aq Ajeuiung p fqo e 12491 Aq Aieuiung algo e uonepi osuo Aq Auewwins p lqo e Aieujuing jenueuly e junooo2y qng Asewwns uonepijosuo p fqo pue 1oqe e e oy Aq 1sr 1uno55V e juawyedaq Aq 1sr quno22y e dnoJo puny qns Aq jst 3uno22 y e ny Aq jst 1uno0929y e yalqo Aq Ajeuiung p lqo e 12491 Aq Aueuiung D9 g0 e uonepi osuo Aq Ajeuiung p lqo e Aieujuing JeroueurJ e A1eujung jeloueul4 juapnis eData Interface JOB 2 0 g the eData Understandin Version 2 0 10 OWA STATE UNIVERSITY P E Information Technology Services ual P Understanding the eData Interface Job Aid Sponsored Programs Portal This map illustrates the Sponsored Programs Portal corresponding sub portals and available reports eData Understanding the eData Interface JOB 2 0 Version 2 0 OWA STATE UNIVERSITY Information Technology Services Understanding the eData Interface Job Aid How You Want to View Your Data Once you enter a sub portal in eData you can choose how you want to view your data using report and filter options Each screen displays a Sub portal Title and Report Type at the top OWA STATE Employee Counts By Unit in bold UNIVERSITY Active Employees Home Unit 8 Count Type A menu of Reports to choose from a 3 or All Units gt Headcount gt Run Excel PDF is available on the left side of the screen e Full Part Time Empl
80. lable on this detail screen Additionally if an associated account s 1s listed an account link will also be available eData Generating Award Reports QRG 2 0 Version 2 0 60 IOWA STATE UNIVERSITY Information Technology Services uick Reference Guide Generating Award Reports l Log into AccessPlus and enter your Accessi out Logout University ID and Password Business e Data QA bad Enter keyword CAGI JM Add Favorite Contact B Print ggHelp fF HideTabs cyBUY SHOPPER KFS 2 C lick th e uBu sin ess t ab Student Employment e Data users have access to confidential sensitive and or private information Prior to WebFM accessing e Data information all e Data users must read and accept the following e Data Confidentiality Statement e Data users Human Resources N k i Are obligated to keep e Data and password information confidential and secure 3 C hek eD ata then C 0 ntinue Link to HR Have an obligation to report security breaches loss of copies of e Data and unauthorized access to confidential sensitive or private information General May only access share add or amend data required for university work related purposes within their assigned duties Must exercise care in viewing downloading e Data information Emergency Plan Must not use e Data information for personal use or monetary gain or illegal activities or Faculty Activity unauthorized purposes Must not use e Data information for academic
81. lick Here For SPA Object Reports BUDGET Click Here For Budget Reports eData Generating Sub Account Reports QRG 2 0 Version 2 0 27 IOWA STATE UNIVERSITY Information Technology Services Quick Reference Guide Generating Sub Account Reports 6 Choose on the Selection Page how you would like to enter the Sub Accounts Reports page A Select by Account e Enter an Account Number f e Click the green Select button s 010001 SALARIES AND BENEFTS 010003 TRAVEL e Click Run which appears after 010006 PHONE 010008 PRINTING you click Select mum CREDIT CARO FEES 010051 MARKET FARM TUITION 999999 PROJECT SUSPENSE IOWA STATE Sub Account Portal UNIVERSITY selection Page B Or Search Enter one or more Account Numbers or Keywords separated by spaces Click Search then Run 5 DSM AREA PROGRAM INCOME Note Y ou can choose your selected items from the Results box and click Insert to move them into I 7 z the Choice box t Ifthe account has one or more sub accounts they will appear in the Select by Sub Account box C Click one of the underlined blue links in the Resource Unit Org e Select one or more Sub Accounts Unit or Org Department boxes to enter the Sub Account Reports page rcc 7 Select one Report Title from the s iid N the top left corner OW A GT ATE Ta k zi Reports NIVERSITY Financial Summary 8 Select one or more Rep
82. ls Encumbrance Encumbrance Detail WebFM Account N A for FY 14 Will be available for FY 15 LECCE Tol Budget to Totals Budget to Actual Account Details This table shows the Account Detail menu items in WebFM and their eData equivalent WebFM Menu WebFM Report eData Portal Name eData Account Detail WebFM Account Financial Reporting Financial Financial Reporting Financial Summary Reports Reports Transaction Detail Detail Transaction Financial Reporting Financial Summary Reports Detail Transaction Detail Dept Commitments WebFM Account Financial Reporting Financial Summary Reports P O Encumbrances Detail Dept Pre Encumbrance Detail Commitments T IE b WebFM Account Financial Reporting Financial Summary Reports rave CNCUMOrances Detail P O Encumbrance Detail User Notes Encumbrances WebFM Account Detail Payrl Encumbrances WebFM Account Detail Travel Encumbrances WebFM Account Financial Reporting Financial Summary Reports Detail User Notes Account Overview Notes eData How Your Job Will Change with eData JOB 2 0 Version 2 0 Payrl Encumbrances OWA STATE UNIVERSITY Information Technology Services Whats Changed with eData WebFM to eData Job Aid Sponsored Programs Financial Reports This table shows the Sponsored Programs menu items in WebFM and their eData equivalent WebFM Menu WebFM Document eData Report or Attribute Account Totals Summary Project
83. m S e gis e r 800 000 000 4 rot E COLLEGE OF HUMAN SCIENCES B COLLEGE OF LIBERAL ARTS amp SCI Portal screen E Ex c i i 1 500 000 penam amp COOPERATIVE EXT 5 r HI VICE PRESIDENT FOR STUDENT A 400 000 000 B VP FOR RESEARCH amp ECON DEVEL 1 000 000 6 Click Here to enter the Investigator 200 000 000 4 500 000 Detail Reports portal 2011 2012 2013 2014 Fiscal Year Current Fiscal Year Awards Note This link will appear only after you select an Investigator s name Click Here for Activity Detail Reports Click Here for Subaward Detail Reports Click Here for Activity Summary Reports Investigator Detail Reports Investigator AALETI SRIRAM REDDY Financial rts Enter Account Number Click Here for Investigator Detail Reports 7 Click Here on the Proposals by Investigator graph 99 858 1 020 000 1 119 858 Click Here for Proposal Reports by Investigator eData Generating Proposal Reports by Investigator QRG 2 0 Version 2 0 58 IOWA STATE UNIVERSITY Information Technology Services Quick Reference Guide Generating Proposal Reports by Investigator 8 Select one Report Title from the Report List in the top left corner of IOWA STATE Sponsored Programs Investigator Detail Proposal Reports the Sponsored Programs UNIVERSITY _ All Proposals Investigator Detail screen Sponsor Type Bs All Proposals All Sponsor
84. n for academic research purposes Will be appropriately disciplined for unacceptable use of e Data up to and including dismissal e Data Confidentiality Agreement By accessing e Data information I agree to the requirements above and agree to comply with the Information Technology Security Policy the Warehouse e Data Policy and all other applicable university policies such as Student Records Confidentiality Information and federal state privacy laws pertaining to student medical and financial information IT Services Help 5 Click Here for Sub Account Reports on the Financial IOWA STATE UNIVERSITY e Data Hundy oof i i Home Public Folders My Folders Employee Portal Financial Portal RMM Portal Sponsored Programs Portal Student Portal Summary graph Financial Report Portal Sear Yedi Financial Summary Object Summary REVENUE WErEnsEs 600 000 000 500 020 000 400 000 000 300 000 000 200 000 000 100 000 000 Revenue Expenses Click Here For Object Reports abor Summary Budget Summary 50 000 000 i p Jsuasc gig suorr GUPER 7 GURRC CO SALARIES WAGES BENEFITS E 40 000 000 28 781 770 38 1 647 750 98 600 000 000 30 000 000 2 177 095 12 pum 15 480 251 09 000 000 i 7 243 105 28 200 000 000 10 040 634 43 10 000 000 5 681 328 53 800 000 000 8 506 935 52 252 258 46 Merit Other 79 306 612 87 REVENLE Click Here For Labor Reports Click Here For SPA Financial Reports C
85. n of Acct Mngmnt Summary report Award Reports by only allows users to filter details by Fund Group or by Contracts amp Investigator Grants Only Lead Org Dept Activity Detail Proposal Allows users to select by Org Dept in charge Status Tracking Reports Lead Org Unit Activity Detail Proposal Allows users to select by Org Unit in charge Status Tracking Reports Activity Summary Org Dept Activity Detail Previously known as the last three digits of the Org Code This filter makes it easier to report by Org Departments that exist in multiple Org Units Percent Spent Investigator Detail Award Reports by only allows users to filter results by percent spent for All Accounts Investigator those Spent 90 99 9 Spent 100 or Overspent Allows user to limit search by status of proposal 1 e Funded Reports Rejected Pending or Withdrawn Submit Date Reports and Proposal using calendar option filters Also available in the Proposal Reports Between Status Tracking Reports by Investigator Investigator Contribution report Investigator Detail Investigator Proposal Type Activity Detail Proposal Allows user to limit search by proposal type 1 e New Reports Investigator Continuation Renewal and Supplement Proposal Types Previously known as the first two digits of the Org Code Use this filter to select an Org Unit Displayed in the results section of Acct Mngmnt Summary report Proposal Activity Detail Proposal
86. n to report security breaches loss of copies of e Data and unauthorized access to confidential sensitive or private information May only access share add or amend data required for university work related purposes within their assigned duties Must exercise care in viewing downloading e Data information Must not use e Data information for personal use or monetary gain or illegal activities or unauthorized purposes Must not use e Data information for academic research purposes Will be appropriately disciplined for unacceptable use of e Data up to and including dismissal e Data User Confidentiality Agreement By clicking Continue and accessing e Data information I agree to the requirements above and agree to comply with the Information Technology Security Policy the Data Warehouse e Data Policy and all other applicable university policies such as ISU Student Records Confidentiality Information and federal state privacy laws pertaining to student medical and financial information Please click on the Continue button to open the e Data application in a new browser window Your AccessP ession is still active in this window Please remember to logoff and close both browser windows when you are done Continue eData Generating Proposal Reports by Investigator QRG 2 0 Version 2 0 57 OWA STATE UNIVERSITY Information Technology Services Quick Reference Guide Generating Proposal Reports by Investigator
87. ncial reports based on KFS data as well as SPA financial reports based on KFS and KC data Data is updated nightly Financial reports begin with July 2013 FY14 data Information prior to July 2013 is available in the legacy systems fh Employee This portal contains faculty and staff headcount and full time equivalent FTE reports for each month fe Sponsored Programs This portal contains reports for Proposals and Awards in KC as well as a link to SPA financial reports Data is updated nightly Proposal amp Award information begins with July 2010 FY11 data Proposal amp Award data prior to July 2010 is still available using InfoMaker f Resource Management Model RMM This portal contains a collection of reports designed specifically to assist RMM managers and decision makers e Data Confidentiality Statement e Data users have access to confidential sensitive and or private information Prior to accessing e Data information all e Data users must read and accept the following e Data users Are obligated to keep e Data and password information confidential and secure Have an obligation to report security breaches loss of copies of e Data and unauthorized access to confidential sensitive or private information May only access share add or amend data required for university work related purposes within their assigned duties Must exercise care in viewing downloading e Data information Must not use e Data information for personal
88. on to report security breaches loss of copies of e Data and unauthorized access to confidential sensitive or private information May only access share add or amend data required for university work related purposes within their assigned duties Must exercise care in viewing downloading e Data information Must not use e Data information for personal use or monetary gain or illegal activities or unauthorized purposes Must not use e Data information for academic research purposes Will be appropriately disciplined for unacceptable use of e Data up to and including dismissal e Data Confidentiality Agreement By accessing e Data information I agree to the requirements above and agree to comply with the Information Technology Security Policy the Warehouse e Data Policy and all other applicable university policies such as Student Records Confidentiality Information and federal state privacy laws pertaining to student medical and financial information IT Services Help 5 Click Here on the Activity Detail Sponsored Programs Register Portal Activity Detail R Activity 5 a Rep 0 rts grap h 1 000 000 000 Type 2 500 000 4 Largest Units Bl Award E AG EXPERIMENT STATION E Proposal GAMES LABORATORY E COLLEGE OF ENGINEERING 800 000 000 2 000 000 4 E COLLEGE OF HUMAN SCIENCES B COLLEGE OF LIBERAL ARTS amp SCI E COLLEGE OF VETERINARY MEDICINE lt GB INSTITUTE FOR PHYSICAL RESEA 2 LIBRARY E UNIVERSITY amp COOPERATIVE
89. oposed direct and indirect cost and proposed start and end dates Note Only the PI is listed on this report This report shows all investigators on the proposal and their intended contributions and percentage amounts for the proposal This report shows a summary of indirect direct and total proposal amounts by fiscal year The role of the investigator is also included in this report Number Link Proposal This link takes you to the Proposal Detail screen displaying summary i i Proposal Number link to information such as recommitted totals requested start and end dates dip n Proposal Detail proposed direct costs proposal status and awards If there is an award a link 106253 will appear in the Award section of the Proposal Detail report 1 Loginto AccessPlus and enter your EERSTE CANES Jl uBusiness University ID and Password m re SUPERO EUHSIDEO PER gi e Data Confidentiality Statement 2 i Click the uBu siness tab Student Employment e Data users have access to confidential sensitive and or private information Prior to yanu accessing e Data information all e Data users must read and accept the following e Data users 3 Click eData then Continue Human Resources Link to HR General e Reports Emergency Plan Faculty Activity Training KFS Data Warehouse e Data e Data QA Are obligated to keep e Data and password information confidential and secure Have an obligatio
90. orer 9 or 10 with eData 5 Click the Tool e Icon Print File Zoom 130 Safety Search Add site to Start menu View downloads Manage add ons Fl2 developer tools Go to pinned sites 6 Click Internet options RSTUVWX YZ Di Internet options About Internet Explorer 7 Click the Local intranet icon on the Security tab f UT an C 5 X nternet L fL ad General SeCurty Privacy Content Connecsons Programs Advanced 8 Click Sites Select a zone to view or change security settings 9 Click Advanced on the Local intranet screen Use the settings below to define which websites are included in the local intranet zone Automatically detect intranet network Include all local intranet sites not listed in other zones Indude all sites that bypass the proxy server Include all network paths UNCs What are intranet settings eData Using Internet Explorer with eData ORG 2 0 Version 2 0 71 OWA STATE UNIVERSITY Information Technology Services Quick Reference Guide Using Internet Explorer 9 or 10 with eData 10 Type in https dw iastate edu then click Add You can add and remove websites from this zone Al websites in 11 Type ia this zone wil use the zone s security settings https Atsdw005 its 1astate edu then click Add https itsdw00S ts iastate edu 12 Click Close Websites https dw iastate edu Note Click Yes 1f yo
91. ort Filters from the dropdown menus Financial Summary Object Summary by Consolidation Object Summary by Level Object Summary by Object Y C Object Summary by Account TC Sub Account Summary Sub Account Summary by Sub Fund Group Sub Account List Miscode Report eData Generating Sub Account Reports QRG 2 0 Version 2 0 28 IOWA STATE UNIVERSITY Information Technology Services Quick Reference Guide Generating Sub Account Reports dicen Gub j produce a report SPA Financial Portal 10 Click the Excel or PDF buttons to aree ice view download or print reports Budoet Portal Labor Portal 11 Click one of the other underlined blue links to view detailed 7 Slom Reper s information or link to other portals ource Unit eData Generating Sub Account Reports QRG 2 0 Version 2 0 29 IOWA STATE UNIVERSITY Information Technology Services Quick Reference Guide Generating Object Summary Reports Instructions Use the steps below to generate Object Summary Reports in eData For more information about reports in eData refer to the Understanding the eData Interface Job Aid Object Summary Reports include Report Type Radio Buttons View account lists based on criteria selected summarized by Revenue Expense Type Consolidation Level and Object Code View account lists based on criteria selected summarized by Revenue Expense Type Consolidation and Level View ac
92. ort security breaches loss of copies of e Data and unauthorized access to confidential sensitive or private information General May only access share add or amend data required for university work related purposes within their assigned duties Must exercise care in viewing downloading e Data information Emergency Plan Must not use e Data information for personal use or monetary gain or illegal activities or Faculty Activity unauthorized purposes I f Must not use e Data information for academic research purposes Training KFS Will be appropriately disciplined for unacceptable use of e Data up to and including dismissal e Reports Data Warehouse e Data e Data User Confidentiality Agreement e Data QA By clicking Continue and accessing e Data information I agree to the requirements above and agree to comply with the Information Technology Security Policy the Data Warehouse e Data Policy and all other applicable university policies such as ISU Student Records Confidentiality Information and federal state privacy laws pertaining to student medical and financial information Please click on the Continue button to open the e Data application in a new browser window Your AccessPlus session is still active in this window Please remember to logoff and close both browser windows when you are done Continue 4 Click Sponsored Programs on the ENNS blue homepage to enter the Sponsored Programs Register rM July 19 20
93. ot use e Data information for academic research purposes Training KFS will be appropriately disciplined for unacceptable use of e Data up to and including dismissal e Reports Data Warehouse e Data e Data User Confidentiality Agreement e Data QA By clicking Continue and accessing e Data information I agree to the requirements above and agree to comply with the Information Technology Security Policy the Data Warehouse e Data Policy and all other applicable university policies such as ISU Student Records Confidentiality Information and federal state privacy laws pertaining to student medical and financial information Please click on the Continue button to open the e Data application in a new browser window Your AccessPlus session is still active in this window Please remember to logoff and close both browser windows when you are done Continue eData Generating Labor Summary Reports ORG 2 0 Version 2 0 34 OWA STATE UNIVERSITY Information Technology Services Quick Reference Guide Generating Labor Summary Reports 4 Click Financial on the blue IOWA IBM Cognos Viewer Home homepage to enter the Financial Report Portal a IT July 19 2013 Full This portal contains a variety of Official Census Day enrollment reports for each term refresh of KFS KC data is scheduled for this evening The system will be intermittently available during this nu ig ff Financial This portal contains a collection of fina
94. ow up twice on this list Lead Org Unit This report displays the list of awards by the lead org unit listed on the Goldsheet including the PI and COI Also provides Award Amounts Direct Cost and Indirect Cost information per award and award numbers that link to details Sponsor Report This report allows you to view sponsor by name and type To distinguish awards from sub awards the Report Type drop down in the report area allows you to View Flow Through Only or View Flow Through and Sponsors to report information about the Prime Sponsor primary source of funds and Sponsor secondary source of funds This report provides a simplified non modified ratio in a summary format of indirect cost direct costs and award amounts Also allows you to view awards by Report Type Graphs by Count This report allows you to view awards by pie chart and table with corresponding amounts based on the total counts generated Sort by Sponsor Type Award Count and Award Amount Graphs by Dollars This report allows you to view awards by pie chart and table with corresponding amounts based on the total counts generated by Sponsor Type Award Count and Award Amount Links within the Proposal Report Data include Award Number link to Award This link takes you to the Award Detail screen displaying summary Detail information such as start dates direct costs etc If the award 1s connected to a proposal links to the Proposal Detail report are also avai
95. oyee Group Report Filters allow you to further Employee Group By Full Part Time narrow your search to produce Employee Group By Age Range Headcount ONLY Employee Group By Race Ethnicity Headcount ONLY report details that meet your Pay Base specific needs P amp S Pay Grade Merit Group To generate a report C Full Part Time By Age Range Headcount ONLY Gender By Full Part Time Gender By Employee Group Headcount ONLY 1 Click a Report from the menu 2 Select your Filters 3 Click Run eData Understanding the eData Interface JOB 2 0 Version 2 0 12 IOWA STATE UNIVERSITY Information Technology Services Understanding the eData Interface Job Aid What Your Data Results Will Look Like Data results for your Report can be displayed in table or graph form Consolidated Accounts Org Unit Fund Group COLLEGE OF HUMAN SCIENCES All Org Department Sub Fund Group KINESIOLOGY All Headers in your Report provide a summary of the Report Filters you selected to generate the report Transaction Download Fiscal 2014 YTD thru Period 02 Sub Fund Group Account Account Name GEN UNIV OTHER KINESIOLOGY 216 125 40 15 105 KIN GRAD TUITION SCHOLARSHIP I I 0 00 60 822 GEN UNIV OTHER 21612540 75 9274 GEN UNIV PERSONNEL KINESIOLOGY 2 267 305 13 356 975 Fiscal Balance Forward Receipts YTD TransferIn YTD Expenditures The Footer provides a summary of the data results available in the Report
96. port is available Account Overview Fund Budget This link appears when a specific account from the account filter drop down has been selected Provides an overview for one account and its associated attributes Transaction Download This link appears when no specific account from the account filter drop down has been selected It opens a calendar that prompts users to select days within or across a month and or fiscal year Once a calendar selection is made the report is downloaded directly into an Excel spreadsheet Transaction Detail This link appears when a specific account from the account filter drop down has been selected Provides details 1 e Tran Date Description Object Doc Type Sub Accounts etc of the transactions for the selected Account Encumbrance Detail This link appears when a specific account from the account filter drop down has been selected Report displaying details about earmarked funds ISU Encumbrances are Purchase Orders PO Payroll Encumbrances PE Travel Encumbrances and Telecommunications Encumbrances TE Pre Encumbrance This link appears when a specific account from the account filter drop Detail down has been selected Summarizes the manually created commitments of unpaid amounts created by the user Intramural Cash Report This link appears when a specific account with intramural income from the account filter drop down has been selected Displays intramural revenue for University service providers Bud
97. ports SPA Summa Budget Summary es Q0 YTD Expenses CI cuasc fll uorH curer 7 currc 3 40 000 000 1 30 000 000 4 20 000 000 J 10 000 000 4 0 Merit er Click Here For Labor Reports Click Here For SPA Object Regprts Click Here For Budget Reports 5 Choose one or more Resource Units on the Selection Page IOWA STATE General Fund Budget Portal UNIVERSITY selection Page Select by Resource Unit RU ADMINISTRATIVE SUPPORT PROGRAMS RU AG EXPERIMENT STATION RU AGRICULTURE amp LIFE SCIENCES Z RU BUSINESS RU DESIGN RU ENGINEERING 6 Click Select then Run Note The yellow Run button will appear once you click the green Select button 7 RU EXEC VICE PRESIDENT AND PROVOST RU EXTENSION RU FACILITIES SERVICES RU HUMAN SCIENCES RU INFORMATION TECHNOLOGY SERVICES RU INSTITUTIONAL EXCELLENCE FUND RU LIBERAL ARTS amp SCIENCES RU LIBRARY RU PRESIDENT RU SENIOR VP AND PROVOST RU STUDENT FINANCIAL AID SCHOLARSHIPS RU SUSPENSE RU UNIVERSITY LEADERSHIP RU VETERINARY MEDICINE RU VP FOR BUSINESS amp FINANCE ASC RU VP FOR BUSINESS amp FINANCE RRC RU VP FOR RESEARCH amp ECONOMIC DEVELOP 7 RU VP FOR RESEARCH amp ECONOMIC DEVELP TT RU VP FOR STUDENT AFFAIRS ASC TT RU VP FOR STUDENT AFFAIRS RRC Select all Deselect all eData Generating General Fund Budget Reports ORG 2 0 Version 2 0 47 IOWA
98. private information May only access share add or amend data required for university work related purposes within their assigned duties Must exercise care in viewing downloading e Data information Must not use e Data information for personal use or monetary gain or illegal activities or unauthorized purposes Must not use e Data information for academic research purposes Will be appropriately disciplined for unacceptable use of e Data up to and including dismissal e Data Confidentiality Agreement By accessing e Data information I agree to the requirements above and agree to comply with the Information Technology Security Policy the Warehouse e Data Policy and all other applicable university policies such as Student Records Confidentiality Information and federal state privacy laws pertaining to student medical and financial information IT Services Help 5 Click Here on the Activity Detail Reports graph IST SERE Type 2 500 000 Largest Units E Award E AG EXPERIMENT STATION E Proposal GAMES LABORATORY gj COLLEGE OF ENGINEERING 2 000 000 B COLLEGE OF HUMAN SCIENCES gj COLLEGE OF LIBERAL ARTS amp SCI E COLLEGE OF VETERINARY MEDICINE I INSTITUTE FOR PHYSICAL RESEA M LIBRARY E UNIVERSITY amp COOPERATIVE EXT VICE PRESIDENT FOR STUDENT A E VP FOR RESEARCH amp ECON DEVEL 500 000 Current Fiscal Year Awards Click Here for Activity Detail Reports Mick Here for
99. r Labor Reports Click Here For SPA Financial Reports Click Here Fa h Click Here For SPA Object Reports ick Here For Budget Reports 6 Choose on the Selection Page how you would like to enter the Labor Summary Reports page eData Generating Labor Summary Reports ORG 2 0 Version 2 0 35 IOWA STATE UNIVERSITY Information Technology Services Quick Reference Guide Generating Labor Summary Reports A Click Account Search or Employee Search tab Enter an Account Number or Employee Name or University ID Click green Select then Run button which appears after you click Select B Or Search Enter one or more Keywords or characters separated by spaces and then click Search Click the green Select button to enter the Labor Summary Reports page Note Choose your selected items from the Results box and click Insert to move them into the Choice box C Click one of the underlined blue links in the Fund Group Sub Fund Group Resource Unit Org Department or Org Unit boxes IOWA STATE Labor Portal UNIVERSITY selection Page Account Search Select by Resource Unit RU ADMINISTRATIVE SUPPORT PROGRAMS RU AG EXPERIMENT STATION RU AGRICULTURE amp LIFE SCIENCES RU BUSINESS RU DESIGN RU ENGINEERING RU EXTENSION RU FACILITIES SERVICES Keywords Type one or more keywords separated by spaces Search gl Select all Deselect all AG EXPERIMENT STATION AMES LA
100. raphs by Dollars By Investigators All Investigators 9 Select the correct date range using the Submit Date Between filter Submit Date between Award Reports Jul 1 2010 Ef Proposal Summary nd Custom Reports 10 Click the yellow Run button to produce a report 11 Click the Excel or PDF buttons to view download or print reports Jun 30 2025 FR 12 Click one of the other underlined J m ME blue links to view detailed information or link to other portals eData Generating Proposal Reports QRG 2 0 Version 2 0 53 IOWA STATE UNIVERSITY Information Technology Services Quick Reference Guide Generating Proposal Status Tracking Reports Instructions Use the steps below to generate Proposal Status Tracking Reports from the Sponsored Programs Register Portal in eData For more information about reports in eData refer to the Understanding the eData Interface Job Aid Proposal Status Tracking Reports include Report Type Description Radio Buttons Report by This report generates a list of proposals based on the filter selection and provides Investigator information by Investigator the Investigator Org Unit and Dept Lead Org Unit and Dept and proposal status and other details A direct link to the proposal and award if funded is also available in this report Report by Lead Org This report generates a list of proposals based on the filter selection provides information by Lead Org Unit
101. rence Guide Generating Award Reports by Investigator Instructions Use the steps below to generate Award Reports by Investigator from the Sponsored Programs Register Portal in eData For more information about reports in eData refer to the Understanding the eData Interface Job Aid Award Reports by Investigator include Report Type Description Radio Buttons All Awards This report generates a list of awards based on the filter selection and provides aggregate information such as award count amount direct and indirect costs Shows Principal Investigators only Current Awards This report generates a list of active awards by award number assigned by Kuali Coeus and based on filter selection It also provides information such as the award count amount direct and indirect costs Investigator This report shows all investigators on the award and their contributions and percentage Contribution amounts for the award summary by Fiscal This report generates a list of awards by Investigator then by Fiscal Year then by Role It Year also provides Investigator Fiscal Year Role Incremental Award Count Investigator Amount Direct Amount Indirect Amount and Award Amount Note For this report Incremental Award Count is the number of actions that can be attributed to a particular investigator in a specific fiscal year for a specific role PI or COI Awards can have multiple actions during their life span including additional monies e
102. sals based on the filter selection and provides aggregate information such as proposal amounts counts and proposed indirect and direct cost Shows Principal Investigators only This reports sorts information by Investigator Org Unit and Investigator Org Dept The filters labeled Org Unit and Org Dept will filter the Investigator Org Unit and Investigator Org Dept fields as opposed to the other reports where those filters are applied to Lead Org Unit and Lead Org Dept fields Note Since an investigator can list a department and a center on page 2 of the GoldSheet it is possible for the proposal to be listed twice on this list This report displays the list of proposals based on filters selected and by lead org unit and department listed on the Goldsheet The report includes PIs and COIs This report sorts proposals by primary sponsor and lists PIs only Also allows you to view information by Report Type where you can View Flow Through Only or View Flow Through and Sponsor This report allows you to view proposals by pie chart and table with corresponding amounts based on the total counts to be generated Also allows you to view graph by Sponsor Type Activity Type Proposal Status and Lead Org Unit An export to Excel will export the pie chart and the table but not the Total line After exporting the data you can create a Total line in Excel using the SUM function This report allows you to view proposals by pie chart and table wit
103. se the tab and browser eData How To Log In and Out of eData JOB 2 0 Version 2 0 IOWA STATE UNIVERSITY Information Technology Services Understanding the eData Interface Job Aid Purpose This job aid will help you understand the eData interface and generate reports from University data In this job aid you will learn about Where University Data is Stored e What Type of Data is Available How eData is Structured How You Want to View Your Data What Your Data Results Will Look Like How to Save or Print Your Data Results What Other Reports Are Available in eData Where University Data is Stored University data is stored in an online central repository called eData The eData warehouse is made up of portals and sub portals containing current and historical data gathered from a variety of University sources eData is accessible through the uBusiness tab in AccessPlus About Logout under Data Warehouse IOWA STATE UNIVERSITY uBusiness uBusiness Med Enter keyword M M LUIS ED a IL eData is used for business ebay By accessing Iowa State University administrative information systems I am agreeing uA ES to fulfill my responsibility to maintain the privacy and security of the information I purposes only and limited to Student Employment access and to use it solely for university business purposes consistent with university Iowa State University Ne policies and all applicable federal and state laws
104. sion 2 0 2 Z lt D lt o o E ES ta o o i o c lt E F G E E E o uim E Understanding the eData Interface Job Ai Financial Portal lable reports i and ava ing sub portals Portal correspond inancia llustrates the Fi is map 1 Th fqo pue d q uun g sued e 01 suoday Aq suej e yalqo vds J jnQ sJ9JsueJ 19410 e sasuadx peje o V e s niipu dxj e u s19JsueJ 19U1O e soujuj3 Suiuad Q e anuanay WY e s diavay e Sunsr 1uno325V e desay use e quo Aq sje30 1uno22y e uondeou aouls s e10 JUNODY e uoday jernueuij VdS e JEIsueuly Vds Ajeuiung jaspng Surydes uonin e Surpe1 997 utupy e Suppe JAI e Suppe1 e xue1quin2uj e Asewwins jeyueunugede e Ajeuiung 1 5png e SUJEJSOJd peJosuodg AJEWWNS aulnJeA e Asewwns aj qof e Aieuiuing 3egpng 10qe e dnouo puny Aq Ajeuiung p fqo 10qe e Asewwns p lqo 10q2 e Jogpo 10qe e 39Vd NOIL2313S yespng I I spun eJ u 5S AA aldo o du13 jelnueul4 e1340d Bsulyodsay yalqo pue Juowyedag Aq unowy e yalqo pue dnojo puny qns ny g 1unouy e uonepijosuo q yunowy e 17491 q 1unouy e p fqo Aq 1unouy e ejeqe sn dss 33V Jex40g Sulliod ul jenueul de u eyega uod y PoSIN e ysl 3uno22y qn e dnoJo puny qns Aq Ajeuiung junoooy qng e Asewwns 1uno99y qns e 1un02Jy Aq A
105. sion 2 0 69 OWA STATE UNIVERSITY Information Technology Services Quick Reference Guide Using Internet Explorer 9 or 10 with eData Instructions Use the following steps to enable your browser to trust content from eData These steps will help you to configure Internet Explorer IE 10 to log into eData through the local intranet Note Please be sure to update your IE web browser These instructions are designed to help with the latest versions of IE 9 and 10 Other browsers are not affected and can be used instead of IE l OpenInternet Explorer IE 2 Click the Tool ie Icon Print I F 3 Click About Internet Explorer RSTUVWXYZ Di ile to view your version of Internet Zoom 130 Explorer Safety Search Add site to Start menu View downloads Manage add ons F12 developer tools Go to pinned sites Internet options About Internet Explorer Note If you are not using Internet Explorer version 9 or 10 please contact the Solution Center to help update your browser Internet Explorer10 Version 10 0 9200 16540 Update Versions 10 0 4 KB2817183 Product ID 00150 20000 00003 AA459 4 Click Close to return to your home screen By Install new versions automatically 2012 Microsoft Corporation All rights reserved eData Using Internet Explorer with eData QRG 2 0 Version 2 0 70 IOWA STATE UNIVERSITY Information Technology Services Quick Reference Guide Using Internet Expl
106. smissal Data Warehouse e Data e Data User Confidentiality Agreement e Data QA By clicking Continue and accessing e Data information I agree to the requirements above and agree to comply with the Information Technology Security Policy the Data Warehouse e Data Policy and all other applicable university policies such as ISU Student Records Confidentiality Information and federal state privacy laws pertaining to student medical and financial information e Data Confidentiality Statement Please click on the Continue button to open the e Data application in a new browser window Your AccessPlus session is still active in this window Please remember to logoff and close both browser windows when you are done Continue 6a If you receive this prompt enter your ISU Email Address and Password then click OK to enter the eData Reporting Portals screen Connecting to itsdw005 its iastate edu netID giastate edu Domain iastate edu Remember my credentials IOWA STATE UNIVERSITY e Data lundy Loaof i Gi 9 Ez 7 Click the appropriate Public Folders My Folders Employee Portal Financial Portal RMM Portal Sponsored Programs Portal Student Portal Reporting Portal to begin viewing reports in eData f Student Portals written 1n blue October 8 2013 This portal contains a variety of Official Census Day enrollment reports for each term September financial inc lude 3 balances are f
107. ssional 150 142 146 147 N Click Here for University Reports by College The maps below illustrate the portals sub portals and reports currently available in eData eData Understanding the eData Interface JOB 2 0 Version 2 0 2 Z lt D lt o o 2 ES ta o o gt i c F G E o um E Understanding the eData Interface Job Ai Student Enrollment Portal This map illustrates the Student Portal corresponding sub portals and available reports 1u2nos 331399 Aq 3323 0 pue d q sole soley peg e 1udnos 32182Q Aq soley pels pue 1d d soley 332110 e Japuas Aq 8 llo2 pue 1u3nos 33133q e Aouapisay Aq 1u8nos 331330 pue 332110 e 19pu39 Aq 1u3nos 18 d pue 333110 e weid0Jq 24S2JG2N INN NSI e pa jeuo IN 19A ISS JO1d Jouspisay pue sea e JOPUS5 pu JPA e EI 2321 09 Aq sole e awl ued ung Aq sole pue 333110 e 3uim yed Jina Aq 1d q pue 333110 e Jopua5 Aq 333110 pue uone ulsse e louspisay Aq uone yisse pue 333110 e aui ued in4 Aq uoneoyisse pue 233110 e Jopua5 Aq uoneoyisse pue 232110 e suoday Iv 310440 jejusunjedaq e Sjuapnis M N Japuay pue AjDIuu13 uonp uisse jofejw e Sjuapnis IIV 3 pu 9 pue AjDIuu13 uoneouisse JOL e 2 2 pue soley e Japua5 pue uone ursse PAN OLN e Aduaptsay pue 243 soley e Japuad pue 3 2 QDIUu13 e Japua5 pue O
108. ter you restart your computer eData Exporting eData Reports to Excel Using Internet Explorer QRG 2 0 Version 2 0 76 OWA STATE UNIVERSITY Information Technology Services Quick Reference Guide Exporting eData Reports to Excel Using Internet Explorer 10 Scroll to Scripting and click Disable under Enable XSS filter cross site scripting UTS 7 11 Click OK Active scripting Disable Q9 Enable Prompt Allow Programmatic clipboard access Enable XSS filter Enable Scripting of Java applets Disable Enable Prompt S User Authentication 82 Logon Anonymous logon A Auitamstic lanan nanlu in Tetr3nat sans 4 III Takes effect after you restart your computer Reset custom settings Ca eee Note Click Yes if you receive this warning box eData Exporting eData Reports to Excel Using Internet Explorer QRG 2 0 Version 2 0 f IOWA STATE UNIVERSITY Information Technology Services Quick Reference Guide Exporting eData Reports to Excel Using Internet Explorer Allow Encrypted Pages To Be Saved 12 Click the Advanced tab on the OU w Internet Properties screen 13 Scroll to the Security section A Security 14 Deselect Do not save encrypted Allow active content from CDs to run on My Computer disk Allow active content to run in files on My Computer pages to disk Allow software to run or install even if the signature is inv
109. tion All Consolida Org Unit Year Calendar Type Period 2011 Fiscal gt Month Periodic gt COLLEGE O eData Generating Object Summary Reports QRG 2 0 Version 2 0 32 Org Departme All Org Depa IOWA STATE UNIVERSITY Information Technology Services Quick Reference Guide Generating Object Summary Reports 9 Click the yellow Run button to produce a report 10 Click the Excel or PDF buttons to view download or print reports 11 Click one of the other underlined blue links to link to other portals Financial Summary Portal ect Code SPA Financial Portal All Object Codes Sub Acct Portal Budget Portal Labor Portal Browse Lists Resource Unit Custom Reports A Resource Units Heb z mm Excel EDE eData Generating Object Summary Reports QRG 2 0 Version 2 0 33 IOWA STATE UNIVERSITY Information Technology Services Quick Reference Guide Generating Labor Summary Reports Instructions Use the steps below to generate Labor Summary Reports in eData For more information about reports in eData refer to the Understanding the eData Interface Job Aid Labor Summary Reports include Report Type Radio Buttons Labor Ledger View summarized salary wages benefits and encumbrances by employee name account Resource Unit or Pay Base Labor Object Summary View summarized labor expenses by account and pay base as well as by object code Labor Object Summary by Fund View s
110. to and including dismissal e Data Confidentiality Agreement By accessing e Data information I agree to the requirements above and agree to comply with the Information Technology Security Policy the Warehouse e Data Policy and all other applicable university policies such as Student Records Confidentiality Information and federal state privacy laws pertaining to student medical and financial information 12 IT Services Help The table below lists and describes the portals available in eData Portals This portal contains Official Census Day Student Enrollment reports Employee This portal contains faculty and staff headcount and full time equivalent FTE reports for each month Financial This portal contains seven sub portals that provide financial reports based on KFS and KC data Data is updated nightly Financial reports begin with July 2013 FY 14 data Information prior to July 2013 is available in legacy systems Sponsored Programs This portal contains reports of Proposals and Awards in KC as well as a link to SPA financial reports Data is updated nightly Proposal amp Award information begins with July 2010 FY11 data Proposal amp Award data prior to July 2010 is still available using InfoMaker Resource Management This portal contains a collection of reports designed specifically to assist RMM Model RMM managers and decision makers eData Understanding the eData Interface JOB 2 0 Version 2 0 IOWA
111. to view download or Budget Portal print repotts eem Custom Reports 11 Click one of the other Help underlined blue links to view detailed information or link to other portals Transaction Download Benefit Rate by Month eData Generating Labor Summary Reports ORG 2 0 Version 2 0 37 IOWA STATE UNIVERSITY Information Technology Services Quick Reference Guide Generating SPA Financial Reports Instructions Use the steps below to generate SPA Financial Reports in eData For more information about reports in eData refer to the Understanding the eData Interface Job Aid SPA Financial Reports include Report Type Radio Buttons SPA Financial Report View reports with information about Sponsored Programs accounts inception to date expenses and balances in each budget category Especially useful if an award has re budget requirements Account Totals Since Inception Shows inception to date expenses in each budget category as well as cumulative total revenue or expenses based on selected dates Account Totals by Month Shows monthly totals in each budget category as well as monthly total expenses or monthly total revenue A zero 0 in the field means total transactions net to 0 A blank field means that there are no transactions for that budget category Cash Recap Represents the bottom line of the report Shows the totals from inception to current date for expenses and receipts the current cash balance
112. ty Summary Displayed in the results section of Summary by Source reports only Proposal Monthly Reports allows users to limit search by federal or non federal data and Award monthly Reports Graph Activity Detail Proposal Displayed in the results section of the Graph reports only allows Reports and Award users to view graphs by Sponsor Type Activity Type Reports Proposal A ward Status or Lead Org Unit eData Using Filters to Generate Reports JOB 2 0 Version 2 0 18 IOWA STATE UNIVERSITY Information Technology Services Using Filters to Generate Reports Job Aid Investigators Activity Detail Allows user to limit search by Investigator PI or COI assigned to Investigator Detail the Account Listed by Last Name First Name and Middle Initial optional Also displayed on the Investigator Detail Selection page A filter in the results section of the Investigator Detail Investigator Contribution report in both Proposals and Awards allows the user to Show Selected Investigators Only or Show All Available under Report by Investigator report Allows user to limit Dept Status Tracking Reports search by Org Dept to which investigator 1s assigned Available under Report by Investigator report allows user to limit Unit Status Tracking Reports search by Org Unit to which investigator is assigned Allows users to search for Proposals and Awards by fiscal year Fund Group Investigator Detail Displayed in the results sectio
113. u receive this message when trying to Add the trusted sites in steps 10 and 11 above The site you specified already exists in the Trusted sites zone Would you like to move it to the Local intranet 13 Click OK on the Local intranet screen _ Use the settings below to define which websites are included in the local intranet zone Automatically detect intranet network Indude all local intranet sites not listed in other zones Indude all sites that bypass the proxy server _ Indude all network paths UNCs What are intranet settings eData Using Internet Explorer with eData QRG 2 0 Version 2 0 12 IOWA STATE UNIVERSITY Information Technology Services Quick Reference Guide Using Internet Explorer 9 or 10 with eData 14 Click OK on the Internet Properties screen Seantty Select a zone to view or change security settings 15 Log into eData from AccessPlus Q Internet Localintranet Trusted sites Restricted sites Local intranet This zone is for all websites that are found on your intranet Security level for this zone Allowed levels for this zone All Medium low Appropriate for websites on your local network intranet Most content will be run without prompting you Unsigned ActiveX controls will not be downloaded Same as Medium level without prompts Enable Protected Mode requires restarting Internet Explorer Reset all zones to default level
114. uapisat e Aduaptsay pue uoreoursser 12431 e AQuapisay pue 3 3 e 1J pu 9 pue uoneoursser 124271 e AQuapisoy pue soley e J pu 9 pue 3 3 soley e 1J pu 9 pue 13421 Aq 232j0 ouaptsat e 18437 Aq 3321109 AduapIsay e 1 pu 9 Aq 2321 0 Aduapisay e 19pua pue 13437 Aq ouapisau 233 0 e 134271 Aq ouapisau 2331 0 e 19pu39 Aq Aouapisau 23310 e Aduapisay e J pu 9 pue 3 g 333j05 A101uu13 e 19pu39 Aq 3321109 UDIUU13 e 2421 Aq 2333j05 A101uu13 e J pu 5 pue 18A37 g UJUU13 2332110 e 1J pu 9 Aq uxtuu13 33 llo2 e 4J9pU39 pue 2 2 e Japua 59 A uoluu13 2eu J 1yu uu oju 1enpe1381 pun J om pa1osuodg ejeqe sn gssa oy 2 3 pue soley e J pu 9 pue uonpuisser j2 3 OLN e Japuad pue 243 AjDiuu 3 e J pu 9 pue Aduapisay e Jouapisat pue uonPouisse PAI e louapisay pue 243 e J pu 9S pue uoneoyisse PAIT e 983 0 8u s 31uepnis J 9 JO1d jequawyedsg juauu ou3 1u pn1s Japua5 pue 3 3 QDIUU13 e 19pu39 pue Ouapisat e louspisay pue uoneursse 17431 e AQuapisay pue 3431 e Japua pue uone ursse 17431 e 1J pu 5 pue 343 e Kou pis ti e J pu 9 e 13431 e juaui jo1u3 1u pn1s 239110 IV sole 9 sidag s 8 o2 J Ig11od suipoday Kou pis t e jeuiod 1u2uro1u3 1u pnis dew ezeg eData Interface JOB 2 0 g the eData Understandin Ver
115. ummarized labor by object and pay base within fund groups Group Labor Budget Summary View summarized labor expenses by account with budget displayed Job Title Summary View employees by job title and pay base with monthly YTD encumbrances and original encumbrance Overtime Summary View monthly or YTD overtime pay by employee or account 1 4 IOWA STATE UNIVERSITY 1 Loginto AccessPlus and enter your Ee A 7 ID d P About Logout Employee uBusiness University and Password PE Er YT Tm cyBUY SHOPPER e Data Confidentiality Statement Student E t e Data users have access to confidential sensitive and or private information Prior to 2 k Click the uBusiness tab Nx aee accessing e Data information all e Data users must read and accept the following e Data users Human Resources e Are obligated to keep e Data and password information confidential and secure 3 C lick eD ata then C 0 ntinue Link to HR Have an obligation to report security breaches loss of copies of e Data and unauthorized access to confidential sensitive or private information General May only access share add or amend data required for university work related purposes within their assigned duties Must exercise care in viewing downloading e Data information Emergency Plan Must not use e Data information for personal use or monetary gain or illegal activities or Faculty Activity unauthorized purposes Must n
116. users must read and accept the following e Data users Are obligated to keep e Data and password information confidential and secure e Have an obligation to report security breaches loss of copies of e Data and unauthorized access to confidential sensitive or private information e May only access share add or amend data required for university work related purposes within their assigned duties e Must exercise care in viewing downloading e Data information e Must not use e Data information for personal use or monetary gain or illegal activities or unauthorized purposes e Must not use e Data information for academic research purposes e Will be appropriately disciplined for unacceptable use of e Data up to and including dismissal e Data Confidentiality Agreement By accessing e Data information I agree to the requirements above and agree to comply with the Information Technology Security Policy the Warehouse e Data Policy and all other applicable university policies such as Student Records Confidentiality Information and federal state privacy laws pertaining to student medical and financial information IT Services Help iSponsored Programs Register Portal 5 Choose the Investigator s name from h d d h Activity Detail Reports Activity Summary Reports t e rop own menu on t e ome Uem itae AG DGERIMENT STATION S d P R 3 t m dud 2 500 000 EE uec p 0 n S 0 r e r 0 g r a
117. vacy laws pertaining to student medical and financial information IT Services Help 5 Click Here for Financial Summary E STATE UNIVERSITY e Data lundy Logoff fj NL ny Home Public Folders My Folders Employee Portal Financial Portal RMM Portal Sponsored Programs Portal Student Portal Reports on the Financial Summary graph Financial Report Portal Fiscal Year 2014 Financial Summary Object Summary I REVENUE GB EXPeNses 600 000 000 500 000 000 400 000 000 300 000 000 200 000 000 100 000 000 lt a 9 d gn e Revenue Expenses Click Here For Financial Summary Reports Click Here For Object Reports Click Here For Sub Account Reports Budget Summary 50 000 000 J SALARIES WAGES I Guasc fig sUOTHG GUPER 7 GURRC BENEFITS 800 000 000 40 000 000 E 28 781 770 38 1 647 750 98 600 000 000 30 000 000 l 2 177 095 12 ic 15 480 251 09 kabi 7 243 105 28 200 000 000 10 040 634 43 10 000 000 j 5 681 328 53 8 506 935 52 252 258 46 Merit Other 79 306 612 87 REVENLE Click Here For Labor Reports Click Here For SPA Financial Reports Click Here For SPA Object Reports BUDGET Click Here For Budget Reports eData Generating Financial Summary Reports ORG 2 0 Version 2 0 23 IOWA STATE UNIVERSITY Information Technology Services Quick Reference Guide Generating Financial Summary Reports 6 Choose on the Selection Page how you would like to enter
118. wing downloading e Data information Emergency Plan Must not use e Data information for personal use or monetary gain or illegal activities or unauthorized purposes Must not use e Data information for academic research purposes e Reports Faculty Activity Training KFS will be appropriately disciplined for unacceptable use of e Data up to and including dismissal Data Warehouse e Data e Data User Confidentiality Agreement e Data QA B elei i i A i i n i y clicking Continue and accessing e Data information I agree to the requirements above and agree to comply with the Information Technology Security Policy the Data Warehouse e Data Policy and all other applicable university policies such as ISU Student Records Confidentiality Information and federal state privacy laws pertaining to student medical and financial information Please dick on the Continue button to open the e Data application in a new browser window Your AccessPlus session is still active in this window Please remember to logoff and close both browser windows when you are done Continue eData Generating Proposal Status Tracking Reports QRG 2 0 Version 2 0 54 IOWA STATE UNIVERSITY Information Technology Services Quick Reference Guide Generating Proposal Status Tracking Reports 4 Click Sponsored Programs on the pw ee eae blue homepage to enter the Sponsored Programs Register o oO ey ezeken z vts tment refresh of KFS K
119. with July 2013 FY14 data Information prior to July 2013 is available in the legacy systems data in e Data to alla for loads of Ob f Sponsored Programs This portal contains reports for Proposals and Awards in KC as well as a link to SPA financial reports Data is updated nightly Proposal amp Award information begins with July 2010 FY11 data Proposal amp Award data prior to July 2010 is still available using InfoMaker f Employee This portal contains faculty and staff headcount and full time equivalent FTE reports for each month f Resource Management Model RMM This portal contains a collection of reports designed specifically to assist RMM managers and decision makers p e Data Confidentiality Statement e Data users have access to confidential sensitive and or private information Prior to accessing e Data information all e Data users must read and accept the following e Data users e Are obligated to keep e Data and password information confidential and secure Have an obligation to report security breaches loss of copies of e Data and unauthorized access to confidential sensitive or private information May only access share add or amend data required for university work related purposes within their assigned duties Must exercise care in viewing downloading e Data information Must not use e Data information for personal use or monetary gain or illegal activities or unauthorized purposes Must not use e Data informatio
120. word Login 4 Click on the uBusiness tab UNIVERSE on the far right of this Student Employee aie 3 RENI KN J Add Favorite Contact B Print Hep 4 HideTabs eData How To Log In and Out of eData JOB 2 0 Version 2 0 OWA STATE UNIVERSITY Information Technology Services How to Log In and Out of eData Job Aid ACCESS IS 5 Click eData under the Data About Logout Business beg Enter keyword E Warehouse menu item on the left cyBUY SHOPPER Student Employment e Data users have access to confidential sensitive and or private information Prior to iru accessing e Data information all e Data users must read and accept the following 6 Click Continue uu torem Are obligated to keep e Data and password information confidential and secure Link to HR Have an obligation to report security breaches loss of copies of e Data and unauthorized access to confidential sensitive or private information General May only access share add or amend data required for university work related purposes within their assigned duties Must exercise care in viewing downloading e Data information Emergency Plan Must not use e Data information for personal use or monetary gain or illegal activities or Faculty Activity unauthorized purposes I I Must not use e Data information for academic research purposes Training KFS Will be appropriately disciplined for unacceptable use of e Data up to and including di
121. xtensions of time or reductions of funding Acct Mngmnt This report displays the list of accounts and account number assigned to a particular Summary investigator account manager Note For more detailed information use the account number blue links to navigate to SPA Financial reports Links within the Proposal Report Data include Award Number link to Award Provides details of a specific award in one location If the award 15 connected Detail to a proposal the specific proposal number will be an underlined blue link that takes you to the Proposal Detail report Additionally if an associated account s is listed clicking on the account number s blue link will take you to the SPA Financial report for that account Note As a Principal Investigator PI you can view account numbers and balances associated for your award using the Financial Reports sub portal on the Sponsored Programs Register portal page Refer to View SPA Financial Reports instructions at the end of this document eData Generating Award Reports by Investigator QRG 2 0 Version 2 0 63 IOWA STATE UNIVERSITY Information Technology Services Quick Reference Guide Generating Award Reports by Investigator 1 Loginto AccessPlus and enter your Access A About I Logout Employee uBusiness University ID and Password TlEITTTETUETIEETET KFS Student Employment e Data users have access to confidential sensitive and or private inform
122. y only access share add or amend data required for university work related purposes within their assigned duties Must exercise care in viewing downloading e Data information Emergency Plan Must not use e Data information for personal use or monetary gain or illegal activities or Faculty Activity unauthorized purposes Must not use e Data information for academic research purposes Training KFS Will be appropriately disciplined for unacceptable use of e Data up to and including dismissal e Reports Data Warehouse e Data e Data User Confidentiality Agreement e Data QA By clicking Continue and accessing e Data information I agree to the requirements above and agree to comply with the Information Technology Security Policy the Data Warehouse e Data Policy and all other applicable university policies such as ISU Student Records Confidentiality Information and federal state privacy laws pertaining to student medical and financial information Please click on the Continue button to open the e Data application in a new browser window Your AccessPlus session is still active in this window Please remember to logoff and close both browser windows when you are done Continue 4 Click Financial on the blue IOWA IBM Cognos Viewer Home homepage to enter the Financial Reporting Portal rpm July 19 2013 Full This portal contains a variety of Official Census Day enrollment reports for each term refresh of KFS KC data

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