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

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Firstly you will need to complete a BI user request form and seek approval from your head of department, departmental administrator, divisional secretary, assistant registrar (research).

Send the completed form to either research.services@admin.ox.ac.uk if you are requesting access to the research activity data or to both research activity and research income data) or to research.accounts@admin.ox.ac.uk if you are requesting access to the research income data only.

Once your user account has been set up you just need to go to one of the following BI report pages and and click on specific report you require under the links section:

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.

MORE INFORMATION ON SSO
 

 

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, in 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.

 

 

Please complete the BI user request 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.