From: Sally Egloff, Assistant Director for Information Systems, ORA
These self-service reports replace information which had made Coeus data available to select users via Warehouse on the Web. There are a few immediate changes you will notice:
- More open access, no need for a specialized WOW account, though campus users will need to log in via VPN and MFA, see details below.
- Add and remove select filters to create just the view you want.
- Data visualization and tabular download available for all reports.
- ORA reports on WOW have been decommissioned as those reports were not pulling from Kuali Research.
- Report and data definitions are linked directly from the report.
To access these reports, which are powered by the Tableau server, you will need to log into the VPN, and select the UMaccess-MFA option. The first password is your directory ID password, and the second password is your MFA password. More information about the VPN and MFA ishere. Then, go toreports.umd.edu and select the Campus Users link. You will be asked to sign in to the Tableau Server, do this with your Directory ID and password. Once logged in, select Research from the Content Area dropdown, and then KR Reports. From here, you may select the report you would like to run.
Currently, there are four reports available:
Award Investigator Report
- Enter in an Investigator’s UID and then enter on your keyboard.
- Filters available: Award ID, Status, Investigator rank, and/or Sponsor.
- Displays: Investigator Name and Rank, Sponsor Award Number, Award ID, KFS Number, Award Title, Sponsor, Account Start and End Dates, and Investigator and Dept dollars based on current credit information for each award.
Award Account Report
- Enter in an Award ID (KR number 000000-00001) and then enter on your keyboard.
- Displays: Obligated and Anticipated dollars for the account, Investigator Names, Ranks & Departments, Award ID, Sponsor Award Number, KFS Number, Award Title, Sponsor, Account Start and End Dates, Ranks, and Investigator and Dept dollars based on current credit information for each account.
- Enter in an Investigator’s UID and then enter on your keyboard.
- Filters available: Proposal number, Status, Investigator rank, and/or Sponsor.
- Displays: Investigator Name and Rank, Proposal Number, Status, Title, Proposed Total Amount, Sponsor, Start and End Dates, Proposal Created Date, and Investigator and Dept dollars based on current credit information for each proposal.
- Enter in a Proposal Number (18030002) and then enter on your keyboard.
- Displays: Proposed Total Amount, Investigator Names, Ranks & Departments, Status, Title, Sponsor, Start and End Dates, Proposal Created Date, and Investigator and Dept dollars based on current credit information for each proposal.
As more reports are developed, they will be added to reports.umd.edu. In the coming weeks, we intend to have Fiscal Year Summary reports for Awards and Proposal activity which users will be able to filter by Department, Sponsor, and/or Investigator.
If you have comments or questions about these reports, please contact oradata@umd.edu. If you have an ad-hoc data need that these reports will not fill, please complete a data request on ORA’s site -https://ora.umd.edu/data-reports/data-requests.
Regards,