Video 3: Navigating to FAST Finance Reporting

and Filtering Data

In this video, you’ll learn the steps to navigate to ‘Finance Reporting’ and ways that you can filter project funds within specific date periods using FAST Research reports.

Video Instructions

Click the play icon to watch the video.
Watch in full screen by clicking the full screen icon on the bottom right corner of the video.
Use the chapters in the video to help you quickly find what you are looking for.
Use the content below, which summarizes the information in the video, for quick reference.

View time stamps and topics covered in the video.

0:00 Video Start

00:06 What You’ll Learn

0:33 Only PIs can access Finance Reporting

1:05 Navigating to Finance Reporting: Step-by-Step

2:34 Two Details about Navigation Process

2:43 a. No Need to Memorize your Fund Number & Example

3:22 b. Available Balance Number Color Coding

4:14 Filtering Dates: Step-by-Step Walkthrough

4:38 a. Default: Funds Show from Project Start Date

5:02 b. Using ‘Date Range’ to Filter Dates & Example

6:56 c. Using ‘Period’ and ‘To’ Menus to Filter Dates & Examples

7:57 Tip: Best Way to Go Back a Step in FAST

8:23 Video End: Now You Know

Part I: Steps to Navigate to Finance Reporting

Select ‘Research Administration’ on menu to left of your FAST screen.
Select ‘My Research’ at the top menu on the far left.
From this ‘My Research’ menu, select ‘Grant Details’.
Using the drop-down menu in the Grant Details screen, select the down arrow to the left.
Find and select your project fund number in the drop-down list.
Select the green button on the right side of the screen ('Execute report') to execute the report.

Part II: Details about Steps to FAST Finance Reporting

To get to your project fund balances in FAST Finance Reporting, you don’t need to memorize your project fund number.

The 'Available Balance' number in the Grant Details menu can have three different colors that denote changes in your project:

- - Green = default color in FAST
  - Orange = you are close to your total grant amount
  - Red = you are over your total grant amount (*in rare instances*)

Part III: Filtering Data by Changing Dates for Reports in FAST Finance Reporting

To change the date range for the project funds you are seeing in FAST Finance Reporting:

In first drop-down menu to left, select the down arrow. Then, in this menu, find and double click on ‘Date Range’.
In the 'Date Range' screen, select the magnifying glass icon next to the ‘Fiscal Period From’ menu and select the start date you want for your report.
Now, select the magnifying glass icon next to the ‘Fiscal Period To’ menu and select the end date you want for your report.
Once you have a date value selected in both 'Fiscal Period From' and 'Fiscal Period To' fields, click the green button on the right side of the screen ('Execute report') to execute the report.

Once you’ve executed a report in the ‘Date Range’ screen, you can now change the periods in the Finance Reporting screen directly by adjusting the 'Period' and 'To' drop-down menus.

Watch the video to learn more - it walks through examples of filtering data by changing dates on the report in both ways.

If you want to go back a previous step in FAST Research to a specific report you ran, a good tip to is to select ‘Return to document details’ or 'Return to Report' (in the top left of the FAST Finance Reporting screen) and not use backspace.

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