myFunds Reports

myFunds reports are customizable reporting options available to researchers (PI, co-PIs, and myFunds delegates) and staff for external grants and internal funding. The myFunds tile to access the researcher’s financial portfolio is located in the myFunds group on the launchpad. The myFunds tile for staff access is located in the “GM Master Data Display and Reporting – RPT" group.

• SIMBA: myFunds 2.0 Report Resource Guide Links to an external site. (PSU resource) provides information about the myFunds 2.0 Report tile on the launchpad in SIMBA including navigation, header detail, drilling down for details, and additional report information. Access to myFunds 2.0 is to PI, Co-PI, and myFunds Delegate
• SIMBA: myFunds 2.0 Report (Staff Access) Resource Guide Links to an external site. (PSU resource) provides information regarding the myFunds 2.0 Report (Staff Access) tile on the launchpad in SIMBA including navigation, header detail, drilling down for details, and additional report information.
• SIMBA: myFunds Reports – Definitions and Roles Links to an external site. (PSU resource) provides information regarding definitions and roles for myFunds related elements in SIMBA.
• SIMBA: Non-grant Reporting in myFunds Links to an external site. (PSU resource) provides information on security for non-grant reporting in SIMBA.
• SIMBA Reporting myFunds Faculty Reports Links to an external site. (video 16m 42s) provides information on the reports available for faculty members for Grants Management.

Another option available to PIs and co-PIs is receiving a myFunds bursting report.

• SIMBA: myFunds Bursting (1.5) Report Guide Links to an external site. (PSU resource) provides information on the myFunds Bursting reports including navigation, an overview, and overall report information.

NOTE: Bursted reports are sent on Monday mornings and only to PIs and co-PIs. myFunds Delegates will NOT receive Bursted reports.

 

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