SeRA Searches, Reports, and Training
SeRA Reports
SeRA Reports Available to All SeRA Users
Projects & Agreements
Anyone with an active SU Net ID can access SeRA to run this report. This report returns sponsored projects and research related agreements which match the selected search criteria. Results only include information from completed proposals, awards, and RRA transactions. Proposals that were rejected or withdrawn are not included in this report. If you need to view those use the Extended SPO Search.
Submitted Proposals
Updated effective 5/27/25. Formerly titled Department Proposal Submissions. Anyone with an active SU Net ID can access SeRA to run this report. This report returns all submitted proposals which satisfy the selected search criteria. Data is based on the latest completed transaction in the proposal.
All transactions within a proposal (e.g. Proposal - New, Correct Proposal, Reject Proposal) are consolidated into one record. Clicking on the Proposal ID will navigate to the Proposal Summary page which displays all consolidated records. If the first transaction in the proposal is a “Proposal - Resubmission”, an indicator will be shown as part of the Proposal Type column. Data from Proposal Intake Forms (PIFs) are not shown since the proposal is not submitted yet when a PIF is completed (data will be shown once the corresponding proposal transaction is completed). Data for this report is updated every two hours.
Disclosures Report /Current & Pending Support
Anyone with an active SU Net ID can access SeRA to run this report for any Stanford investigator.
Department Pipeline
Anyone with an active SU Net ID can access SeRA to run this report. This report displays all in-progress SeRA transactions for a specified department(s)/org code(s) including:
- To whom each in-progress transaction is currently assigned
- The start date of each transaction
- How many days the transaction has been assigned to the current assignee
- Total number of days the transaction has been opened
SeRA Interactive Reporting Functionality
Enables SeRA users to customize reports. Users can alter the layout of report data by selecting columns, applying filters, highlighting, and sorting. Users can also define breaks, aggregations, charts, group bys, and add their own computations.
SeRA Reports Available to only SeRA Users with SeRA Department Administrator authority
- The SeRA Enterprise Data Warehouse (EDW) reports replace the historical SeRA BI User reports.
- The SeRA EDW reports return results which satisfy the selected search criteria and where you have SeRA department administrator authority.
- For example, if you have SeRA department administrator authority for Dept A and only Dept A, any SeRA EDW reports you run will return SeRA record results only within Dept A that satisfy the selected search criteria you entered.
- SPO records owned by departments outside your SeRA department administrator authority are not returned in SeRA EDW report results even if you have SPO level access to those SPOs.
EDW Awards Report
This report returns all awards which satisfy the selected search criteria and where you have SeRA department administrator authority. SPOs outside of your SeRA department administrator authority are not returned in the results (even if you have SPO level access to those SPOs). Award corrections are consolidated with the award they are correcting. Results are updated every two hours. Only completed transactions are included in these results.
EDW Projects Report
This report returns all projects which satisfy the selected search criteria and where you have SeRA department administrator authority. SPOs outside of your SeRA department administrator authority are not returned in the results (even if you have SPO level access to those SPOs). Results are updated every two hours. Only completed transactions are included in these results.
SeRA Training Webinars
No registration or prerequisites required.
Introduction to SeRA
Proposal Development Routing Form (PDRF)
- SeRA Proposal Development Routing Form (PDRF) recording
- SeRA Proposal Development Routing Form (PDRF) slides
- SeRA Proposal Routing User Guides
University Research Award PDRF
Used when faculty receive internal to Stanford research awards
New Account Setup
My Projects, My Investigators and Reports
Central Office Request Forms
- SeRA Central Office Request forms for Sponsored Project Management recording
- SeRA Central Office Request forms for Sponsored Project Management slides
- SeRA Central Office Request forms User Guides
For the complete ORA webinar series schedule and on-demand content please visit ORA Webinars
Need further SeRA assistance? Have questions, feedback, or experiencing other issues? Please submit a help ticket and the SeRA Support will contact you shortly.