MyFinance Reports for PIs How to run & download project reports: -Monthly Investigator -Research & DTA.

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Presentation transcript:

MyFinance Reports for PIs How to run & download project reports: -Monthly Investigator -Research & DTA

Firefox is the recommended browser. Internet Explorer will be slower. url: Username: uclusers\ucxxxxx Password: ucl password MyFinance Reports url & login Remember to enter ‘uclusers\’ before your ucl username in the ‘username’ field 13/06/20162

Monthly Investigator Report How To Run & Download a Monthly Investigator report 1. Click ‘Monthly Investigator’ under ‘Project Reports’ 2. Project Name field – click in the Project Name field, select project to view by clicking down button and selecting your project or enter project number or name and select your project when it appears 3. Monthly Investigator report appears onscreen 4. To download report into Excel – scroll to the bottom of the page, click the ‘Download’ button. 5. The report will open in Excel. You can save a copy from there. Only the project displayed is downloaded. Monthly Investigator Report purpose -For Grants / Research Services projects only -Shows: -Expenditure against budget for each Task (eg. D-CON) -Total expenditure against total budget -Grant duration & other project admin details 13/06/20163

How To Run & Download a Research & DTA report 1. Click ‘Research & DTA’ under ‘Project Reports’ 2. Project Manager field – click in the Project Manager field, select name to view by clicking down button and selecting your name or start typing name and select your name when it appears 3. Research & DTA report appears onscreen 4. To download report into Excel – scroll to the bottom of the page, click the ‘Download’ button. If Download ALL Pages is ticked, all projects will be downloaded. 5. The report will open in Excel. You can save a copy from there. Research & DTA Report Research & DTA Report purpose -For Grants / Research and Doctoral Training projects only -Shows: -Expenditure against budget for each Task (eg. D-CON) -Total expenditure against total budget -Grant duration & other project admin details -Multiple projects per page 13/06/20164