Creating Reports

Two Options for Generating Reports:

  1. Reporting menu allows for an overall listing of the below. You can download the report as an Excel document and customize:

    1. Generate Award Report – downloads all awards in your unit

    2. Generate Proposal Report – downloads all reports in your unit

  2. Download to CSV is a customizable report so you can select what fields to run. The report will show as an Excel download.

 

Reporting Menu

Select either the award or proposal report.

  1. You can view the report in Cayuse or you can save or export.
  2. You can sort the fields in Cayuse.
  3. Fullscreen option on the far right.

 

Download to CSV

​​​​​​​Sections – You can select “all” but we do not recommend this! Below are the likely items you should include.
 

  1. Amount matched by applicant – Only for internal proposals. This is the dollar amount the individual will provide towards the project.

  2. Budget Project End State – Estimated end date.

  3. Budget Project Start Date – Estimated start date.

  4. College Matching Amt – For internal proposals only. Dollar amount the college will provide towards the project.

  5. Cost sharing Items – For external proposals only. List of items that SFA will cost share. Typical items include salary, use of GIS lab, and equipment purchased by SFA. Chair/dean must review.

  6. Course Load Reduction YN - For external proposals only. Response indicates if any faculty are requesting a course load or other reduction of work load. Chair/dean must review.

  7. Created date – Date individual began the Cayuse record. Useful for monitoring purposes.

  8. Department matching amount – For internal proposals only. Dollar amount the department will provide towards the project.

  9. Internal proposal type – For internal proposals only. Indicates which internal grant the PI is applying for. Each type has different requirements.

  10. PI – Principal Investigator. This field indicates the lead person who will manage the project. One person must be selected as the PI. This field also populates in the dashboard.

  11. Prime sponsor – For external proposals only. Original source of funds. Some grants are passed down from a prime sponsor to a sponsoring entity.

  12. Project # - Cayuse project number initiated by the system.

  13. Project title – Title as included by the person who started the record.

  14. Proposal # - Cayuse generated unique identification number for the individual proposal.

  15. Proposal type – Will indicate if proposal is internal or external.

  16. Sponsor – For internal grants, always “SFA Internal (SFA INTERNAL)”. For external grants, the name of the sponsoring agency.

  17. Sponsor deadline – Date proposal due to sponsor. All SFA approvals must be completed no later than 5 business days prior to sponsor deadline to ensure submission. This deadline may change depending on ORGS staffing, if a new sponsor portal is required, or if other administrative approvals are required. Any proposals received in less than 5 business days from the sponsor deadline will be submitted if time allows.

  18. Status – Current status (in development, under review, etc.).

  19. Submission method – For external proposals only. This is the how SFA submits the proposal. For new sponsors or new portals, ORGS requires additional review time.

  20. Total project cost – Entire cost of project (Grant + SFA).

  21. Total 3rd party CS – Amount of an external entity who commits cost sharing. Additional documents are required.

  22. Total SFA cost share – Total amount SFA commits to the proposal. This commitment is binding.

  23. Total sponsor costs – Total amount requested from the sponsor.

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