1. Sponsored Programs at Penn
Reports for ORG and Award Management

2. Org and Award Management
By utilizing BEN and Data Warehouse reports you can manage not only a specific award but all awards under your ORG
While there are many listed above we will highlight some of the more useful reporting tools in this presentation…

3. Org Summary Report
Business Objects Report for reviewing all funds within an ORG
Tabs will group funds by PI or by possible issues such as deficits, receivable, end date, etc.

4. Grant Monitor Report
Business Object Report similar to the Org Summary in layout but with different tabs
Sections show PBIL/Budget issues, unallowable expenses, funds due to freeze, when budget periods are ending

5. 133 Report – Funds Due to Close
BEN Report that should be run on a monthly basis.
Will show a list of funds for your Org that will be ending in the next 90 days.
Will help you coordinate with the PI and ORS on closeouts or possible extensions

6. 301 BEN Report
BEN Report that will help you monitor your award budgets
Shows Project, Direct, Indirect, and total Budgeted amounts
Last column will show any variances between Total Budgeted and Project Budget

7. Receivables Information
Fund Summary
Award Amount
Expense Totals
Revenue Totals PI
Title
Dates
Receivables Information
Expense Detail
Business Objects Report that can be run daily to monitor expenses on a fund
Summarized information on first page with tabbed breakdown
Has tabs with award history, line item expenses, and payroll information

8. Fund Summary - Expense Detail
Expense detail tab on the fund summary shows line item expenses
Filters can be used to drill down to find specific information by any data elements (object code, vendor, date, accounting period, etc)

9. Grant Reports
Business Objects Report that be used during monthly PI meetings to compare expenditure rates for all his or her accounts
Shows expense summaries for all funding sources for a PI regardless if it is sponsored or non-sponsored account

10. 115 BEN Report
BEN report that can be run daily to show summary of expenses.
Functions much like the top section of the Business Objects Fund Summary report

11. Cost Transfer Report
Business Objects Report that can be used search for costs transfers by date range and by category, batch name, fund, or BEN username.
Helpful report to run in preparation for quarterly meetings with ORS.