How to Run the Cumulative Research Report


Overview


Critical Concepts


Steps to Take


1. Go to https://reports.ucsd.edu
2. Select Budget & Finance tab, in Project Portfolio Management section, select Cumulative Research Report
3. Multiple values aren't allowed for single parameters
4. Enter your Report parameters, the only required report parameter is Award/Contract
5. Accounting Period Parameter is Inception to selected accounting period, e.g. if Nov-20 is selected, the report data displayed is for inception thru Nov-20
6. Click Apply

  

7. To Export Your Report to Excel, click on the gear icon and select Export to Excel
8. Select either Export Current Page or Export Entire Dashboard, exporting the Entire Dashboard, won't allow you to pull all pages if the Detail sections have multiple pages

 

If you have questions or need additional assistance, please submit a ticket