BI help, guides and FAQs
Help
If you have any queries about accessing or using the reports, or spot discrepancies in the data, please contact the X5 Helpdesk (01865 (2)80089). Please provide your username, the name of the report you were trying to access and a detailed description of the problem you encountered.
Guides
- BI user guide
Provides a brief overview of how you can interact with the reports, and explains what the report icons mean - Quick guide: in progress reports for departments
Provides a brief overview of the in progress reports from GoPro including general notes relating to the data and the data limitations - Research activity reports from GoPro – completed cases guide
Guide to the research activity reports from GoPro (completed cases) with detailed description of each report tab, including what each tab can be used for and the limitation of the data in each report - X5 BI report guide
Guide to the X5 BI reports with detailed description of each tab on each report, the filters available, what each report can be used for, and any limitation to the data
FAQs
Firstly you will need to complete the BI user access form and seek approval from your head of department, departmental administrator, divisional secretary, assistant registrar (research).
Once your user account has been set up you just need to go to one of the following BI report pages and click on specific report you require under the links section:
- X5 BI reports
- Activity reports from GoPro
- In progress reports from GoPro
- Research income and QR reports
Accessing these reports requires authentication using your single sign-on (SSO).
If not on the University network, you will also need to connect to VPN. Information on setting up VPN can be found on the IT help website.
Your Oxford single sign-on (SSO) is the same authentication details (username and password) you will use for many University systems such as to access internal web pages, Weblearn and Nexus email.
Go to the single sign-on (SSO) webpage and follow the steps under What to do about a forgotten or expired Oxford username or password’.
Go to the single sign-on (SSO) webpage and follow the steps under What to do about a forgotten or expired Oxford username or password’.
Go to the single sign-on (SSO) webpage and follow the steps under What to do about a forgotten or expired Oxford username or password’.
It’s likely that your account has not been set up with the correct permissions. Please contact the helpdesk (01865 (2)80089).
For awards set up prior to FY 13/14 use the Activity reports from Go Pro > Research awards (grants and contracts) > PI details tab and select the funder you are interested in, on the left-hand side of the page. Please see our guide for more information:
For awards set up from FY 13/14 onwards use the X5 BI reports > X5 awards > PI/Co-I details tab and select the sponsor you are interested in from the left-hand side of the page. Please see the X5 BI report guide for more information:
Please see the relevant report guide. These guides explain which fields and filters are contained in each report, plus notes on any data that has been excluded.
- Quick guide: in progress reports for departments
- Research activity reports from GoPro – completed cases guide
- X5 BI report guide
Please complete the BI user access form and provide details of the changes required in the relevant fields.
Feedback
If you have any feedback or suggestions for improvements to reports please email research.services@admin.ox.ac.uk.
