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Tue 15 Jun - Wed 16 Jun 2021
10:00 - 11:30

Venue: Finance Division, At Participant's Desk

Provided by: Finance Training


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Booking / availability

Virtual - Grants Part 2: Grant reports in Cognos
Prerequisites

Tue 15 Jun - Wed 16 Jun 2021

Description

This course will concentrate on how to use the Cognos reporting tool to help manage departmental research grants. These reports can be divided into three main categories:

  • Summary financial information for Projects
  • Detailed expenditure analysis
  • Management reports for Grants due to close

In this course we will not access the Grants module in CUFS.

The course material will be split across 2 webinars on consecutive days

Target audience

Staff who manage departmental Grants.

Please Note: If you work in the ROO, this course only covers the reports that are available to grant administrators in the depts. It doesn't focus on the central reports that you will run as part of your role as this will be covered internally by the ROO. If you would just like to know how to use Cognos and create some shortcuts, personalised pages then refer to the Cognos Introduction course.

Prerequisites

Your booking will remain 'provisional' until the following prerequisites have been completed;

  • Attended the Cognos Introduction course either:

Classroom https://www.training.cam.ac.uk/fin/course/fin-cognos-mc Virtual https://training.cam.ac.uk/fin/course/fin-virt-cognos-mc

Sessions

Number of sessions: 2

# Date Time Venue Trainer
1 Tue 15 Jun   10:00 - 11:30 10:00 - 11:30 Finance Division, At Participant's Desk Christine Rogerson
2 Wed 16 Jun   10:00 - 11:30 10:00 - 11:30 Finance Division, At Participant's Desk Christine Rogerson
Objectives
  • Accessing Cognos to run Grant reports in both PDF and Excel formats
  • How to set up short cuts to ‘My Folders’
  • How to create personalised pages
  • Schedule reports to run in the future and email them to yourself and others
  • Identify the various reports available and discuss the data that they show
  • To explore what reports are available to PIs
Aims

To report and manage Grants efficiently and effectively by utilising Cognos.

Format

Demonstrations and practicals to consolidate learning

Duration

2 webinars on consecutive days

Theme
Best Practice

Booking / availability