Generating IPEDS Reports

This topic provides information on the IPEDS reports that can be generated in Anthology Finance & HCM.

Prerequisites

Ensure the IPEDS prerequisites are configured. For more information, refer to Configurations for IPEDS Reports.

Roles and Privileges

CMC: IPEDS administrator / System administrator

Notes:

  • Users must have the CMC: IPEDS administrator role to generate the IPEDS reports.

  • Users will be able to generate the IPEDS reports if, in addition to the CMC: IPEDS administrator role, they have any or a combination of the following roles:

    • Human resource assistant
    • Human resource manager
    • Compensation and benefits manager
    • Payroll administrator
    • Payroll manager
    • Employee
    • Manager
    • CMC: Payroll chief supervisor

Access Method

Navigate to Modules > Human resources > IPEDS > <Report name>.

IPEDS Reports

The following IPEDS reports can be generated in Anthology Finance & HCM to view specific IPEDS data:

This report displays the number of full-time instructional staff at the institution from the academic rank (e.g., professor, associate professor, etc), gender, and race/ethnicity standpoints filtered by the faculty status and contract status. Instructional staff refers to individuals whose primary occupation includes instruction at the institution.

The following table lists the filters used to build the report.

Field Description
As of date Select or enter a date to display information about staff with active positions on the date you specify.
Faculty status Select a Faculty status to filter the records to be displayed on the report. It has the following values:
  • Tenured
  • On Tenure Track
  • Not on tenure track/NoTenure system
  • Without Faculty Status
Contract status Select a Contract status to filter the records to be displayed on the report.

Note: This field is available for selection only when the user selects the Not on tenure track/NoTenure system option in the Faculty status field.

It has the following values, which are linked with the Faculty status of Not on tenure track/NoTenure system :

  • Multi-Year or Continuing or At-Will contract
  • Annual Contract
  • Less than Annual Contract
  • Without Faculty Status

 

Show Details		 Select the Show details drop-down to view two options:

  • Summary - Select this option to view the consolidated data in the report.

  • Details - Select this option to view the breakdown for each category.

This report displays the total number of staff at the institution from the gender and race/ethnicity standpoints, filtered by the employment status and the instructional status.

The following table lists the filters used to build the report.

Field Description
As of date Select or enter a date to display information about staff with active positions on the date you specify.
Employment status Select whether data from part-time staff or full-time staff will be displayed on the report.
Instructional status Select whether data from instructional staff, non-instructional staff, or both will be displayed in the report.
Show Details Select the Show details drop-down to view two options:

  • Summary - Select this option to view the consolidated totals for each race/ethnicity. This is the default option.

  • Details - Select this option to view the breakdown for each race/ethnicity.

This report displays the number of staff at the institution from the occupational category and the faculty status standpoints, and filtered by the employment status, instructional status, and medical school status. Information displayed in the report can be grouped by the medical school status.

The following table lists the filters used to build the report.

Field Description
As of date Select or enter a date to display information about staff with active positions on the date you specify.
Employment status Select whether data from part-time staff or full-time staff will be displayed on the report.
Instructional status Select whether data from instructional staff, non-instructional staff, or both will be displayed on the report.
Medical school status Select whether data from medical school staff, non-medical school staff, or both will be displayed on the report.
Group by medical school status Select whether the information that is displayed in the report will be grouped by the medical school status.
Show Details Select the Show details drop-down to view two options:

  • Summary - Select this option to view the consolidated totals for staff ​by tenure status and occupational category/subcategory. This is the default option.

  • Details - Select this option to view the breakdown for staff by tenure status and occupational category/subcategory.

This report displays the number of staff at the institution from the occupational category and the faculty status standpoints filtered by the employment status.

The following table lists the filters used to build the report.

Field Description
As of date Select or enter a date to display information about staff with active positions on the date you specify.
Employment status Select whether data from part-time staff or full-time staff will be displayed on the report.
Show Details Select the Show details drop-down to view two options:

  • Summary - Select this option to view the aggregate total count for each function/occupational activity. This is the default option.

  • Details - Select this option to view the breakdown for each function/occupational activity.

This report displays the total number of staff at the institution from the occupational category and the employment status standpoints.

The following table lists the filters used to build the report.

Field Description
As of date Select or enter a date to display information about staff with active positions on the date you specify.
Show Details Select the Show details drop-down to view two options:

  • Summary - Select this option to view the aggregate total count for each function/occupational activity. This is the default option.

  • Details - Select this option to view the breakdown for each function/occupational activity.

This report displays the number of staff for the calculation of the total number of months (Contract length) filtered by the employment status and the instructional status.

The following table lists the filters used to build the report.

Field Description
Date Select or enter a date to display information about staff with active positions on the date you specify.
Instructional staff filter Select whether data from instructional staff, non-instructional staff, or both will be displayed on the report.
Employment status Select whether data from part-time staff or full-time staff will be displayed on the report.

 

Show Details		 Select the Show details drop-down to view two options:

  • Summary - Select this option to view the consolidated data in the report. This is the default option.

  • Details - Select this option to view the breakdown for each category.

This report displays the number of staff for the calculation of the total number of months (Contract length) filtered by the employment status and the instructional status.

The following table lists the filters used to build the report.

Field Description
Date Select or enter a date to display information about staff with active positions on the date you specify.
Instructional staff filter Select whether data from instructional staff, non-instructional staff, or both will be displayed in the report.
Employment status Select whether data from part-time staff or full-time staff will be displayed in the report.
Show Details Select the Show details drop-down to view two options:

  • Summary - Select this option to view the consolidated data in the report.

  • Details - Select this option to view the breakdown for each category.

Note: The report includes compensation only for the position marked as Include on the worker side. Positions marked as Exclude are no longer considered in the total, ensuring each worker is counted once in the IPEDS report.

This report displays salary outlays for staff at the institution from the academic rank standpoint, filtered by the employment status and the instructional status.

Note: The employee compensation fixed plan(base pay) is used to generate the Salary outlays report.

The following table lists the filters used to build the report.

Field Description
Date Select or enter a date to display information about staff with active positions on the date you specify.
Instructional staff filter Select whether data from instructional staff, non-instructional staff, or both will be displayed in the report.
Employment status Select whether data from part-time staff or full-time staff will be displayed in the report.
Show Details Select the Show details drop-down to view two options:

  • Summary - Select this option to view the aggregate total count for each salary outlay by gender and academic rank. This is the default option.

  • Details - Select this option to view the breakdown for specific details attributing to that aggregate total.

This report displays salary outlays for staff at the institution from the occupational category standpoint, filtered by employment status and instructional status.

Note: The employee compensation fixed plan (base pay) is used to generate the Salary outlays report.

The following table lists the filters used to build the report.

Field Description
Date Select or enter a date to display information about staff with active positions on the date you specify.
Instructional staff filter Select whether data from instructional staff, non-instructional staff, or both will be displayed in the report.
Employment status Select whether data from part-time staff or full-time staff will be displayed in the report.
Show Details Select the Show details drop-down to view two options:

  • Summary - Select this option to view the aggregate total count for each salary outlay by occupational category. This is the default option.

  • Details - Select this option to view the breakdown for specific details attributing to that aggregate total.