| What to do |
How to do it |
| 1 |
Create a new profile in MyFunds. |
- Go to MyFunds.
- Select Manage My Report Profiles.
- Select Create New Profile.
- Select Create a Report Profile for a Specific Principal Investigator.
|
| 2 |
Select the PI. |
- Click the name of the PI.
Note: Only PIs assigned to projects for which you are the fund manager will show up on this list.
|
| 3 |
Select projects to report on. |
- Select the projects you want to include from the list. (Use the ctrl key to select non-adjacent projects.)
- Click Choose Selected Projects to continue.
Note: Only projects for which you are the fund manager and that belong to the selected PI appear on this list.
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| 4 |
Define the report profile options. |
- Profile Name: Enter a profile name. This will be the title of the report.
- Report Time Frame: Choose a time frame for the report profile.
- Report View: Choose a view to define how data is displayed and summarized.
- Report Options: Click the check boxes to select report options that change what data is displayed on the report.
- Report Notes: Enter a profile note. This will show at the top of the report. (This step is optional.)
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| 5 |
Preview and save the report. |
- Click Preview Report to see what the report will look like.
- Click Save Current Settings to save the report profile.
- A confirmation screen appears.
- Click Previous to make changes to this report.
- Click Edit Another Profile to return to the profile selection screen.
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