The Catholic University of America
 

How to Run 1Grant Report

Step 1

Who

PI (Principal Investigator) or Designee (with Cardinal Financials Access)

When

At any time necessary

What

Go to: https://cardinalfinancials.cua.edu/psp/fsprd/?cmd=login

Log in with CUA Username (CUA Email Address) and Password

  • If you do not know your username please contact your Department

  • If you do not know or have lost your password you can reset here: https://computing.cua.edu/password/index.cfm

  • If you do not have Cardinal Financials Access contact your Department/Budget Manager

Step 2

What

Under “Menu” towards the bottom of the landing page select “Reporting Tools”

Step 3

What

In the far right box/folder select “Define Scope”

Step 4

What

In the “Report Scope” Field put “1grant”

Step 5

What

Hit the “Search” button

Step 6

What

On this page remove any six digit org/grant numbers already in the field(s) under “select value” then put in the six digit org/grant number you wish to run a report for.

  1. You may run more than one report at a time by using the “+” button to add an additional lines or run only one by using the “-” to remove any access lines

Step 7

What

Hit the “save” button and then the “report request button”

Step 8

What

Hit the “save” button again and then the “run report” button

  1. On this page you may select a different date to run the report as of if you are trying to look at what a org/grant looked like in the past but most of the time “today’s date”, which is the default, is what you want

Step 9

What

Wait a moment or two on this page before hitting the “refresh” button in the top right corner of the page. You may need to hit this button a few time over the next minute or two before the report populates

Step 10

What

Once the report you are looking for populates it will be a blue hyperlink. You can click the org/grant number you ran from the report list and it will automatically download the report.

 

Helpful Hints

  • If an you either can not log into Cardinal Financials, but can log into Cardinal Station, or can log into Cardinal Financials but the grant in question doesn’t appear for you then you may not have the necessary access required to run the report. You should contact your Department/Budget manager and will likely need to submit a  Cardinal Fincials Access Request: http://treasurer.cua.edu/res/docs/Cardinal-Financials-Access-Form.pdf

 

Who to Contact

Dept Contact (Physics)

Patrick Burke

burkepa@cua.edu

202-319-5315

Technology Services

 

techsupport@cua.edu

202-319-4357

Sponsored Accounting

Paul Harrison

harrisop@cua.edu

202-319-6402

 

 

 HOW TO RUN A DRILL DOWN

 

  1. Open default browser, login to Cardinal Station

  1. Save the budget sheet onto the computer.

  2. Open the budget sheet in Excel, select the cross section of Total and Actual Expended Amount for the line you would like to drill down (Travel in this case)

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  1. Select ‘Add-Ins’ at the top of the Excel menu, click ‘nVisionDrill’ and then  ‘Drill’
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  1. A webpage opens→ Set Type to ‘Web’, and click ‘Run Drilldown’ on the first line


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  1. Drill Downs take even longer than budget sheets. Click Refresh until the Drill Down appears. \

 

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