Agresso

View Your Account Details

1.1A Research Project Summary

This report lists:

• Principal Investigator
• Description of the Account
• Start and End date
• Budget Holder
• Personnel Administrator (This is the person who receives a monthly report on this project)
• RAO Contact (This is your support contact person in the Research Accounting Office)
• Funder
• Funders Program
• Vatable Status
• Overheads applied to this account 

Running a Report

The methodology for running a report is the same for every report in Agresso, so simply understanding how to use one report, will allow you to use the rest.

There may be some small differences on the parameter selection page, but essentially, running a report follows the same simple steps.

• Select and Launch a Report
• Select Parameter Options
• Run the Report

In order to find the report you require, you must expand the subfolder to its lowest level to reveal the entire list of reports in that subfolder.

To assist users in finding the most appropriate report for any given purpose, the reports have been named intuitively. To help you find the Report you require, please refer to Appendix I below. Alternatively, you can visit the Agresso help pages on the Research Accounting Website.

Essentially, Agresso Research Reports have been structured under the following main headings:

• 1.1A. Research Project Details: This report gives details of what type of account this is and its attributes.
• 1.2B. General Reports: This lists available reports for general use by all users.
• 1.3C Funder Specific Reports: This lists shows available reports per funder that shows the financial activity on the account
• 1.4D School / Institute Reports: This lists reports for use to determine financial activity by groups (e.g. College, Colleges Institutes).

For example, the most common view is the report which compares Research Budget with the Actual Expenditure.  These are located under 1.3 Funder Specific Reports

Select your funder and expand the folder. Once you have located your report, simply click on its name to launch.

 Select Parameter Options

When you launch a report, a new window will open, in which you are asked to select certain parameters and run the report. The new window has a number of fields:

• 1.       Prompt Bar :this green field gives a general instruction as to what you need to do next

• 2.       Parameter Field Users can define the parameters under which the report is run.

• 3.       Results Field Once the parameter field have been populated, the user can hit search and the result will be shown in this area.

Run the Report

Once all the parameter fields have been filled, to run the report, hit

Viewing a Report

Once a report is run, it will populate the Results Section of the open window.

The Results Section will show a summary level of information for the parameters selected in the parameter section.

It is possible to scroll around the report using the scroll bars at the side of the window.

See Available Balance and Expenditure Details

For a Research Budget Account , search for your funder’s Research Vs Actual Report under 1.3 Funder Specific Reports. Below you can see the Research vs Actual Expenditure Report for SFI (Science Foundation Ireland) funded accounts.

If your funder is not listed you may use the General Research vs Actual Expenditure Report located under General Funder Reports

For a Research Non Budget Account, you can use the Research Non-Budget Balance Table report located in 1.2B General Reports

View Income into Your Account

Run the Research Income Details report located under 1.2B General Reports