New Finance Reports Available to the Research Community
The Office of Research and the Office of the Comptroller would like to announce the launch of four new Hyperion reports to assist Principal Investigators (PIs) and business managers in the administration of their externally sponsored research funds. These reports were developed by the Finance Competency Center in collaboration with IRT and members of the Research Operations Working Group, a group comprised of college and departmental administrators. The Finance Competency Center will continue to develop additional reports to meet the needs of the community. Highlights of the four new reports are provided below. You will note that although each provides very different information the look and feel of the interface is consistent across the reports.
- Grant Inception-to-Date Balance
This report will display inception-to-date budget, actual and commitment (encumbrance) information on your grant. The data provided is up-to-the-minute for any grant-related funds to which you have access in Banner. There are two views in this report. The first view includes all the relevant details about the grant including: Grant #, Grant Title, Agency, Project Start and End Dates, Budget Start and End Dates, PI Name, and more. The second view summarizes the data by fund and sums by account code so you may analyze activity by account.
Fiscal Year Comparison of Direct and Indirect Costs by Analyst and College
This report will compare your current year’s direct and indirect expenses to the previous two years by fund. The report also provides: Name of Program Administrator, College and Department Name, Fund Code.
Inception-to-Date Grant Fund Balance as of Month and Year
This report will give you historical data on your grant’s fund(s). The report has the capability to allow you to see the available balance of grant funds to which you have access as of last month, last year or even 3 years ago. This is done by choosing the appropriate dates from the drop down menus to see your balance as of a specific month and year. The report details: Grant #, Fund #, Org #, Account #, Account Title, Budget, Actuals, Commitments, and Available Balance.
Grant Deficit Report
The deficit report will allow you to identify any grant-related funds having deficits for which you have access to in Banner. The report will provide up-to-the-minute information. The details included in the report are: Chart, Grant #, Fund #, Fund Title, Org #, Org Title, Project Start and End Dates, Budget, Actual, Commitments, and Available Balance.
- How do I get to the reports?
In order to see these reports, click on the link above, or navigate to the Hyperion website. Log in using the same credentials you would use to log in into DrexelOne portal. Once logged in, navigate to Root\Drexel\Research Community. Double click on the report of your choice to bring up the dashboard and follow the on screen instructions.
I manage a grant, but I don’t get to see that specific grant fund when I log into Hyperion to run these reports. What should I do?
Contact your Post-Award, Program Administrator to assist in troubleshooting the issue. If you do not know who to contact, send an email to Research Accounting Services at firstname.lastname@example.org.
I have Hyperion Access but don’t see the “Research Community Folder.”
Please have your supervisor send a request for this folder access to email@example.com to request Folder access.
I don’t have access to web-based Hyperion.
Please send an email to firstname.lastname@example.org for training and initial account access. Once training is complete, please send an email to Research Accounting Services at email@example.com to request Folder access.
Please do not hesitate to contact the Office of Research at firstname.lastname@example.org or Research Accounting Services at email@example.com with any comments or suggestions on how to improve these reports.