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Resources

Reports and reporting are central to the grants administration work, and in the design of OneRF, the RFCUNY team worked with our implementation consultants to analyze the reporting capabilities of the system and build the reports that are needed by Grants Officers and PIs.

Reports are accessed and organized through the OneRF Dashboard, which provides a centralized interface for users to run reports and retrieve information based on their assigned roles. The Dashboard consolidates key reports in a single location, enabling users to efficiently access, monitor, and manage grant and business information.

The OneRF Report Dashboard is intended to serve as an evergreen resource and will continue to evolve through the addition of new reports, feature enhancements, and functionality updates aligned with business needs. This page provides an overview of the current reporting capabilities available in OneRF, as well as planned enhancements and upcoming functionality.

We have created instructions on how to pin the Dashboard to your OneRF homepage to assist users in finding these resources as quickly and efficiently as possible.

This page provides an outline of the current and upcoming reporting functionality in OneRF.

Grants Reports

Report Name Status Description Available To
Consolidated (Award) Trial Balance Report Live Combines multiple trial balance reports. Grant Officers; Principal Investigators; Authorized Signatories; Report Viewers
Grants Payroll Actuals – Summary Report Live Provides totals of payroll actuals by employee. Grant Officers; Principal Investigators; Authorized Signatories; Report Viewers
Grants Payroll Obligations – Summary Report Live Provides totals of payroll obligations by employee. Grant Officers; Principal Investigators; Authorized Signatories; Report Viewers
RFCUNY Grant Budget & Expense Report Live Provides the Grant budget, obligations, and expenses for personnel and OTPS costs. Grant Officers; Principal Investigators; Authorized Signatories; Report Viewers
RFCUNY Grant Trial Balance Report Live Adds general ledger data to the Grant Budget & Expense Report; used primarily by RF central office staff but available to others. Grant Officers; Principal Investigators; Authorized Signatories; Report Viewers
PI Project List Live Provides list of PI Grants with available balances by Personnel and OTPS. Principal Investigators; Authorized Signatories
Summary of Sponsored Projects for the PI Live Provides list of Grants with totals for budget, commitment, obligation, actual, and available balance. Principal Investigators; Authorized Signatories
View All My Grants Live Provides list of Grants with attribute values and total budget amount. Principal Investigators; Authorized Signatories
Grant Cumulative Budget & Expense Report Live Identifies budget, obligation, and expense activity for a Grant for a specified period. Grant Officers; Principal Investigators; Authorized Signatories; Report Viewers
Index by College (Cost Center) Under Development List of Grants with attribute fields. Grant Officers; Report Viewers
Index by Sponsor ID (Cost Center) Under Development List of Grants with sponsor ID. Grant Officers; Report Viewers
Summary of Sponsored Projects by College (Cost Center) Live Provides list of Grants with fiscal data. Grant Officers; Report Viewers
Administrative Fee by College (Cost Center) Live Provides data on administrative fee by PI and Grant. Grant Officers; Report Viewers
Deficit Cash Balance by College Under Development Provides list of Grants with deficit cash balance. Grant Officers; Report Viewers
Direct / Facilities & Administrative Cost Live Provides data on Direct and F&A costs by PI and Grant. Grant Officers; Report Viewers
F&A Cost Recovery by College (Cost Center) Live Provides data on F&A cost by Grant. Grant Officers; Report Viewers
Statement of Changes in Recoveries Funds and Interest Distribution Under Development Provides beginning and ending balances on recovery fund and interest accounts. Grants Officers; Report Viewers

Human Resources and Payroll Reports

Report Name Status Description Available To
RFCUNY Timesheet Uncreated Live Lists employees who have not yet created a timesheet in the OneRF system for the applicable pay period; no hours have been entered. Grant Officers; Principal Investigators
RFCUNY Timesheet Pending Approval Live Lists employees who have submitted a timesheet in the OneRF system that is awaiting review and approval by the PI or supervisor before payroll processing. Grant Officers; Principal Investigators
RFCUNY Timesheet Pending Submission Live Lists employees who have created a timesheet in the OneRF system but have not yet submitted it for approval. Grant Officers; Principal Investigators

Procurement Reports

Report Name Status Description Available To
PI Grants Pending Purchase Orders Live Lists PO balances by Grant. Grant Officers; Principal Investigators
Find Purchase Orders – Field Live Allows users to search for specific purchase orders and view full details; useful when the PO number is known and additional information is needed. Grant Officers; Principal Investigators
Find Purchase Order Line and Line Splits for Organization by PI Live Provides detailed line‑level information for purchase orders, including split charges across funding sources; useful for reviewing how costs are distributed across grants, suppliers, or requesters. Grant Officers; Principal Investigators
Find Requisition Lines and Line Splits for Organization – Field Live Displays detailed requisition line items, including how each cost is split across funding sources; useful for reviewing requests before they become purchase orders. Grant Officers; Principal Investigators
Find Supplier Invoice Request Line and Line Splits by Organization Live Shows detailed line items for supplier invoice requests, including how costs are split across funding sources or organizations. Grant Officers; Principal Investigators
Find Expense Report Lines for Organization – Field Live Provides detailed expense report entries for the organization; includes itemized business‑related expenses and excludes personal expenses. Grant Officers; Principal Investigators
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