Group Reporting in WVU+kc

Overview

The Group Reporting functionality in WVU+kc allows users, particularly grant administrators, to run reports for a group of different investigators. This functionality is especially useful for administrators who are working for a research center that may have multiple individuals affiliating their research with the center but the center is not the official financial entity of the research project (i.e., the lead unit/department of the award).

Create a group:

  1. From the main WVU+kc dashboard page, open the Awards drop-down menu, select Group Management, then select Group Reporting Setup.

  2. Enter the name of the group you want to create in the Group Name field.

  3. Search for the individual investigators/personnel you want to add to the group by clicking the search icon in the Member Name field. 

    • Enter the person's name in the search field,

    • Click the Return Value link to select the person

    • Click the Add button to add the selected person to the group.

  4. Repeat step 3 to add individuals to the group until all members have been added.

  5. Once all individuals have been added to the group, click the Save button at the bottom of the page to save the group you have created.

Grant view-only permission:

You have the ability to grant view-only access to your group via the WVU Group Report Shared Users section. This functionality allows the view-only person to run award reports for your group but does not give that person the ability to add/delete individuals from the group.

  1. Open the WVU Group Report Shared Users section for your group by clicking the Show button in the section header.

  2. Search for the individual(s) to whom you want to grant view-only access to your group by clicking the search icon in the Member Name field.

    • Enter the person's name in the search field,

    • Click the Return Value link to select the person

    • Click the Add button to add the selected person to the view-only permission list.

  3. Repeat step 2 until all desired individuals have been granted view access to this group.

  4. Click the Save button at the bottom of the page to save the changes to your report.

Edit or copy an existing group:

  1. To edit or copy a reporting group in WVU+kc, click on the Edit Group Reporting Setup link located in the Group Management section under the Awards menu on the dashboard home page.

  2. Enter the name of the group you want to edit or copy in the Groups Name field, and click Search.

    • You can also leave the field blank, and click the Search button to return all groups that you have created.

  3. Select the group you want to Edit by clicking the open link.

    • Make edits to a group by adding/deleting individuals. Click Save at bottom of the page to save changes.

  4. Select the group you want to Copy by clicking the copy link.

    • Enter a new group name in the Group Name field, and click Save at the bottom of the page to save your new group.

    • All group names must be unique; the system will not allow multiple groups to have the same name.

Award Activity by Group report:

Once your groups have been made, you can run a report to see the award activity associated with those individuals. This report will only pull the activity if the person in the group is either the PI or Co-I on an award.

  1. From the main WVU+kc dashboard, click the Awards menu, select the Reports section, then click Award Activity by Group.
  2. Enter the Award Notice Start and End Dates of the time period for which you want to see associated award activity.
  3. Select the group from the drop-down menu in the Group Name field. (Only groups that you have created or been granted access to will appear).
  4. The report results can be exported to PDF, Word, Excel, CSV, or other formats by clicking on the Export button in the upper right corner of the report screen.

Details

Article ID: 72575
Created
Mon 2/25/19 3:17 PM
Modified
Thu 3/26/20 3:51 PM