How do I add a new report (for deliverables)?

[Jennifer Bliss]

This topic is for SPO admin users only: Per #RESSUP-1643 - "Award Configuration".

SPOs: If you want Jen to add a new report type or edit one that's listed: Add New or Revise a Report (deliverable) in Kuali.

1. System Admin > Awards > Report: click the Create New button and add the new report (Technical/Management report codes ended at 22 at the time of this writing). Jot the report code (Id #) down, you'll need it for the next step.
2. System Admin > Awards > Valid Class Report Frequency: click the Create New button and add a new frequencies for the new report. 
• Common frequency codes we use: 
  
• 1=none
• 2=monthly
• 3=quarterly
• 6=semi-annual
• 7=annual
• 10=30 days after end of award
• 11=60 days after end of award
• 12=90 days after end of award
• 15=30 days prior to end of award
• 16=60 days prior to end of award
• 17=90 days prior to end of award
• 27=30 days after award start date
3. System Admin > Awards > Valid Frequency Base: search for the Frequency codes (above and others if you created frequencies for different codes than the common ones we use above). Create a new one for any missing. 

The last update to reports was made 6/27/16 using this spreadsheet (list).

Related topic: The pick-list of frequencies for the reporting requirements aren't correct, what do I do? 

[Jennifer Bliss]

The most recent update to Report Descriptions, Frequencies, and Bases was made on 7/1/16. A G-Sheet of the current configs is here.

Note that this G-Sheet contains all the reports we NEED active. There are additional reports active from prior configuration that I left active on the off-chance the SPOs used it in a record.