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ORIS- SIMS: Dashboard View: Reports Choices

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4.0 - Updated on 01-24-2024 by Wendy Peck (wly2)

3.0 - Updated on 11-21-2023 by April Ripka (alb19)

2.0 - Updated on 10-05-2022 by April Ripka (alb19)

1.0 - Authored on 08-31-2022 by April Ripka (alb19)

Article Intended For

All university faculty, staff, researchers using Penn State Research Information Systems

Introduction

ORIS-SIMS: Dashboard View: Reports Choices

Article Body

Screenshot of Other Reports Menu

The Current & Pending Report, and other reports via a submenu, are accessed by clicking the "Current & Pending" or "Other Reports" options on the top menu.

There are three choices on the Other Reports submenu:  

 

  • Completed Awards
    • Generates and emails to you a Word docx formatted document of your Grants, contracts, and non-financial agreements that are no longer active. This is the same information as presented on the Completed Awards page of myResearchPortal.
  • Not-Funded
    • Generates and emails to you a Word docx formatted document of your proposals that have been marked as Not Funded. This is the same information reported on the Not-Funded Proposals page o myResearchPortal.
  • Summary Report
    • Generates and emails to you a Word docx formatted document of all your current data known to myResearchPortal. This includes Delegations, Financial Accounts, Pending Proposals, Pending Negotiations, Active Awards, Active and Pending Protocols, and Conflict of Interest Disclosures. This does not include Completed Awards or Not-Funded Proposals.

Current & Pending report may be selected as a top-level choice.

This generates and emails to you a Word docx formatted document of your Current and Pending awards. Selecting this choice displays the available choices of formatting for this report:

Screenshot of Current & Pending Report

The information in the returned document is the same regardless of the selected format.

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