Grant Reports

FACR Report by Grant Fund

In this report, FACR (Facilities and Administrative Cost Recoveries) expenditures are shown for the current period (monthly) and fiscal year to date period. In Banner, these expenditures are reported in expenditure account 639997 and represent administrative overhead and other support costs associated with research grants. Other information provided in this report includes Department, Sub-department, Organization Code, Grant ID and Principal Investigator. 

Parameters for the report include options for the fiscal year, fiscal period and hierarchy levels that include University executive level (vice presidential level), senior management level, major budget unit level or department level. Click here for sample report.

Grant Account Scan Report

Grant Scan is a transaction detail report used to identify transactions that may not be allowable on certain grants. Fiscal Administrators should review the output to determine whether the charges are allowable with the terms of the grantor. Grant Scan contains detailed information for each transaction including Document Number, Activity Date, Rule Class and Description, Amount of Transaction, Grant ID, Fund and Organization Code.

Parameters for the report include options for fiscal year, a fiscal period range (starting fiscal period and ending fiscal period) and hierarchy levels that include department, sub-department or simply by organization code. Click here for sample report. Click here for sample report.

Grant Deficit Report

Grant deficit balances by Grant ID and Grant Fund are reported by fiscal year and fiscal period (month). By using the selection parameters, deficit balances can be shown by Fiscal Administrator, Principal Investigator, Grant Accountant, Department, Major Budget Unit or Senior Management Level.

Report fields also provide information for Grant Accountant (Grants & Contracts contact person), Principal Investigator, Fiscal Administrator, Grant End Date and Sponsor. Click here for sample report.

Grant Expenditures Report

Grant Expenditures is a summary report for total expenditures by grant organization code. This report has selection criteria for fiscal year and fiscal period along with hierarchy selection by major budget unit, department and sub-department.

Expenditures are reported as total year to date expenditures for Stimulus and Non-Stimulus awards, total year to date direct cost and total year to date indirect cost. Direct cost does not include FACR (overhead or indirect costs). Indirect cost is the amount of FACR charged to the research grant. Other report fields include Grant ID, Grant and Grant Description. Click here for sample report.

Grant Funds Project Start and End Dates

This report offers project start and end dates by Grant ID. Hierarchy selection is by major budget unit and department. Report fields include Grant ID, Principal Investigator, Fund Code, Fund Description, Fund Status, Start Date, End Date, Sub-department. Click here for sample report.

Grants and Principal Investigators Report

This report identifies the principal investigator associated with a Grant ID. Hierarchy selection is by major budget unit or department. The selection criteria includes results for grants that are active, inactive or both.

The report fields include: Grant Identification Number, Grant title, Department, Fund, Fund Indirect Cost Distribution Code (distribution percentage indicator on grant fund), Principal Investigator, Fund Code, Fund Description, Fund Status. Click here for sample report.

It should be noted that on this report, business users will only see fund codes for Grant IDs assigned to their department or major budget unit. They may not be able to see multi-disciplinary grants.

Grant ID Crosswalk

Grant ID Crosswalk provides information on what funds and organization codes are associated with each Grant ID. The hierarchy selection is by Home Organization (department) or School Organization (major budget unit).

Report fields include Grant ID, Grant Title, Fund, Organization code and Organization Description. Click here for sample report.