IN PERSON - Grants Part 2: Grant reports in Cognos

Prerequisites

This is a classroom version of Grants 2 held at Greenwich House - All delegates will need to bring a laptop (docking stations, monitors, external keyboard and mice will be available in the room)

Please note - there is no parking available at Greenwich House. The Madingley Park and Ride is a 15 minute walk and the Universal Bus stops on Madingley Road.

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.

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 - available either as a taught or course .

– Please complete at least three working days before the course starts.

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

• Pass the online introductory Grants Part 1 course: https://www.training.cam.ac.uk/fin/course/fin-grants1

• Attended the Cognos Introduction course either:

Virtual https://www.training.cam.ac.uk/fin/course/fin-virt-cognos-mc Or on-demand online - https://www.vle.cam.ac.uk/course/view.php?id=202191

Number of sessions: 1

• 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

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

• Trainer led demo
• Practical exercises
• Q&A to review the material and ask any questions

One half day session

• Virtual - Grants Part 3: Viewing Grants in CUFS