This page lists research reporting and resources available to the Temple community. Click on the menu below to view each section.

Public Information

Temple’s Institutional Research and Assessment division produces annual publications that outline statistical information about Temple. View the most current publications or view prior publications of each.

Pre Award, Technology Transfer, or Compliance Ad-hoc Research Report Requests

Reports and dashboards that cannot be found from the resources below can be requested by a School/College Dean/Associate Dean by emailing ovpr@temple.edu with a cc to era@temple.edu.

The following items should be included in your email request:

• Was this a previously provided report?  If so, please provide the name and date of the last report run.  What changes need to be incorporated in the current run of the report? Date report is needed by?
• If this is a new report, what is the purpose, the details (data fields) needed, the date range, any other data requirements? Date report is needed by?

Post Award and Banner Grant Data Ad-hoc Research Report Requests

Cognos reports and dashboards that cannot be found from the resources below can be requested by a School/College/Department Dean or Business Administrator by emailing [click-for-email].

Cognos Research Reporting

Cognos Reports have been developed over the years to support reporting from the Banner system for Post Award reporting. Those reports can be found here or more directly via the Researcher Intranet, which can be found on TUportal under the My Offices tab.

Tableau Research Activity Dashboards

The Research Strategic Data Dashboard summarizes and visualizes information about proposals submitted, awards received, awards categorized by funding sources, and expenditures broken down by school/college and department.

Click to access to Strategic Data Research Activity Dashboard

This data can be used for informational purposes, but should not be used as an ‘official’ report.  Do not share this data outside Temple University without OVPR approval.  All reports go through an audit process to account for outliers and inconsistencies, then they are validated for data accuracy.

If you have any questions, please contact the ERA team at [click-for-email].

How to Access Tableau

You must have a valid AccessNet account to login to Tableau.

First time users must be provisioned for Tableau Access.  For data downloads, you will also need a Tableau Explorer License.  Both of which are free by contacting [click-for-email]

You must have an elevated role (DA, DAII, DAIII, or DH) at the school/college level in ERA. This means your access is assigned at the three-digit node in the organization hierarchy AND you have a role in ERA that allows you to access all proposals in all departments under your school/college.

• DA Role: View/Edit access to all proposals.
• DAII Role: View-only access to all proposals.
• DAIII Role: View/Edit access to all proposals.
• DH Role: View-only access to all proposals.

You must be have a valid AccessNet account to login to Tableau. Faculty and Staff are typically already provisioned for Tableau Viewer License. If you find you don’t have access to Tableau, contact [click-for-email]. For data downloads, you will also need a Tableau Explorer License. Both Licenses are free by contacting [click-for-email].

Click here for Tools, Tips and Troubleshooting Research Data on Tableau.

On a Mac? Set the following option: Apple menu > System Preferences > General > Show Scroll Bars > Always

Data Sources: 

• Proposal and Award data originates from ERA. 
• Expenditure data originates from Banner.
• Proposals are categorized by the primary associated department and contact PI on the record in ERA. Co-PIs are not included.
• Dollar amounts and counts only include new submissions and supplements.
• Non-Competing Continuations and No Cost Extensions are NOT included.
• The dashboard is updated monthly after the data is validated and finalized. 
• Available data goes back five years from the current fiscal year.

Summary Tab:

• If you apply data filters on the Fiscal Year in the Summary page, they will not propagate to the Proposal, Award, and Expenditures tabs. You will need to re-select the filters on those tabs.

Proposals Tab:

• Proposal amounts and counts are only for new submissions and supplements.
• Submissions are reported on the months based on the ‘Submitted’ date field on the Proposal Tracking summary page.
• Caveats:
  • Sometimes a submitted date entered is historic and not from the current reporting month. In that case, the proposal submission month will be the month when the submitted date was entered in ERA and not the actual submitted date month.
  • If the status of the proposal was updated to ‘Pending’ in a month later than the month of the submitted date, the proposal submission month will be the month of the status change.

Awards Tab:

• Proposals are categorized by the primary associated department and contact PI on the record in ERA at the time of reporting. 
• Dollar amounts are only for new awards and supplements.
• Awards are reported on the months when they were added to ERA and not the actual Notice of Award (NOA) award month. The date field that determines the reporting month is on the Awarded Increment page and is called the ‘Processed Date’. In most cases the month should be the same.
• Caveats:
  • Sometimes an award increment is entered in ERA a few months after the actual Notice of Award date.
  • If the status of the proposal was not updated to a Funded-related status, then the award will not be reported in that month.

Funding Sources - Awards Tab:

• Funding sources are determined by the Prime sponsor types as categorized in ERA.
• Federal Pass-Through category = Prime sponsor is NOT Federal, but the Originating sponsor type is Federal. As an example:
  • If Temple is a sub awardee with Harvard as the prime sponsor and NSF as the originating sponsor, the award is recorded as a Federal Pass Through.

Expenditures Tab:

• Expenditures are categorized by the FOAPAL in Banner.