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Welcome of the training video “Introduction to the Federal Financial Report in GrantSolutions
for Grantees.” During this tutorial, students may pause, advance, or rewind the training
session at any time.
Grantees are able to view, manage, and electronically submit Federal Financial Reports, or FFRs,
through GrantSolutions.
The topics covered during this video are Accessing the FFR, and Starting and Submitting the FFR.
FFRs are submitted on a quarterly, semi-annual, or annual basis, as directed by the Federal
agency. A final FFR is submitted at the completion
of the award agreement. The report is cumulative unless otherwise stated by the Grants Office.
Quarterly and semi-annual reports are submitted no later than 30 days after the end of each
reporting period. Annual reports are submitted no later than
90 days after the end of each reporting period. Final reports are submitted no later than
90 days after the project or grant period end date.
Grantees with the roles Administrative Official, Principle Investigator/Program Director (if
assigned to the grant), or Financial Officer may submit the report.
The Financial Support Staff, if assigned to the grant, may enter information for the report
but cannot submit. Other users have read only rights.
To access the FFR, login to GrantSolutions with your existing username and password.
The “My Grants List” screen displays. From the menu bar, select Reports
Federal Financial Report. The “Federal Financial Reports List” screen
appears. All active grants that required FFR submission are visible on the page.
Click the Plus Sign to the left of the grant program to expand the list of reporting periods.
A table appears containing a list of past, current and future report periods.
Report Types such as quarterly, semi-annual and annual may be available depending on grant
program requirements. The column headers are: Report Period, Due
Date, Type, Status, Workflow Status, and Action. Report types include Quarterly, Semi-Annual,
Annual, and Final. Report statuses are:
Pending: meaning the report period has not ended and the report is not yet due
Due: meaning the report period end date has passed. The report is due
Past Due: meaning the report was submitted, or has not yet been submitted, after the due
date but before the next reporting period end date
Not Reported: meaning the reporting period is closed.
The Workflow Status column reflects the status of a FFR during a reporting cycle. The workflow
statuses are: Report not Started: meaning work has not begun
on the report Work in Progress: meaning the report is saved
but not yet submitted Enter the Closed Caption Text
Submitted: meaning the report submitted to the Federal grantor
In Review: meaning the report is under review by the grantor
Accepted: meaning the report is accepted by the grantor
Returned: meaning the report is returned by the grantor for edits
Cancelled: meaning the report is cancelled by the reporter (i.e. Grantee)
The selections in the Action column change depending on the FFR submission status. Pre-submission
actions are: Start: meaning begin working on the FFR
Edit: meaning if the report has not been submitted, the user (i.e. Grantee) can continue working
on the FFR View PDF: meaning a PDF version of the FFR
Print: meaning an HTML version of the FFR Cancel: meaning delete the saved but not submitted
report Re-start: meaning once cancelled, begin the
report submission process again by re-entering the FFR
Post-submission actions are: View Submission: meaning view a read-only
version of the FFR View PDF: meaning a PDF version of the FFR
Withdraw – meaning if the report has not been brought under review or accepted by the
grantor, the user has the ability to withdraw. The withdrawn report appears on the 'withdrawn'
and 'returned' list of reports. A report may be entered and submitted when
it has the Due or Past Due status. The FFR cannot be drafted until the Report
Period end date has passed. When a report is not submitted by the due date, the status
appears as Past Due. In some cases, you may still enter and submit
a past due report. Please contact the Federal Grant Office for guidance. If the report is
not submitted in the required timeframe, it is marked as Not Reported and locked down.
No further changes can be made to the FFR. To begin the report from the “Federal Financial
Reports List” screen, scroll to the desired reporting cycle row and click the Start link.
The “Federal Financial Report” screen displays. The electronic report contains both
pre-filled read-only fields and open fields to enter dollar amounts. You do not need to
enter commas or dollar signs in the open fields. Enter all information and save frequently
to make sure no data entry is lost. Click the Save button.
The Save Successful message appears. The form is still open for edits and the status is
Work in Progress. Upon completion of the report, scroll to the
bottom of the screen and click the checkbox to certify the report is correct to the best
of your knowledge. Once the checkbox is selected, the Submit
button is enabled. When ready to send the FFR to the Federal office, click the Submit
button. The Report Submitted message appears on the
FFR screen. The fields are now read-only. Click the Close button.
The Federal Financial Reports List appears. When a FFR is submitted, it remains in the
submitted status until it is brought under review, Accepted, or Returned by Federal staff.
It does not disappear from the screen. This concludes the training “Introduction
to the Federal Financial Report in GrantSolutions”. Other FFR training videos available are “Modify
Submitted Federal Financial Reports in GrantSolutions” and “View Federal Financial Reports in GrantSolutions”.