Major Release UBI 7.0 (August 2017)

UBI 7.0 is the 7th and newest major release for the UBI reporting environment. Three new modules make their debut in UBI 7.0; SIS_UGRAD_Admission, Conflict of Interest, and GL_Balances. A highlight for this UBI release is the Conflict of Interest module, which allows Administrators to determine which Principal Investigators need to update their compliance training or submit a new disclosure. The module is easy to search by Org and will be a convenient means of staying within NIH requirements as well.

Enhancements to current modules are aplenty in UBI 7.0, with improvements to 12 modules in all, including 7 GA modules and 2 GL modules. Data sources for UBI 7.0 are the Operational Data Store (ODS), Enterprise Data Warehouse (EDW), and the CSRPT Reporting Database.

There are two known sorting issue instances in this release we wish to make users aware. The first being in the Fiscal Period filed in the GL Balances module; and a sorting issue in the GL_Details_All_Years and GL_Details_Current modules, which will be addressed in a future UBI release.

The UBI 7.0 Release Notes (with full module update details), QRG, and trainings are available in the UBI Community. As we welcome more UBI users and UBI Community participants onboard, we offer our continued appreciation for those users and participants who have assisted with feedback and input for the continuous development of UBI and the Community throughout implementation. With feedback and improvements in mind, as well as the pending Discoverer sunsets, the UBI Team focused on improving module functionality with UBI 7.0 - delivering the most module enhancements to date for the reporting tool.

See below for a full listing of new modules and current module enhancements found in UBI 7.0:


SIS (Student Information System)

  • SIS_UGRAD_Admission


  • Conflict of Interest


  • GL_Balances



  • GA_Reference
  • GA_Analysis_Actuals
  • GA_Analysis_Actuals_FY01-FY05
  • GA_Analysis_Actuals_FY06-FY10
  • GA_Analysis_Actuals_FY11-FY15
  • GA_Summary_BBA
  • GA_Summary_BBA - Annual Budget
  • GL_Reference
  • GL_Details_Recon
  • LD_Schedules_Salaries
  • Work_Study_Module


  • Discoverer GA, GL, LD reporting - August 31, 2017
  • Discoverer SIS reporting - December 31, 2017

Already a UBI User?  

Get more information (Trainings, Tutorials, Quick Reference Guides, and friendly UBI support from Users and the UBI Team) in the UBI Community.

New to UBI? Get Access and Training

New users will need to sign up for an Intro to UBI training course (GA, GL, or SIS  focus) in order to gain access to UBI. Go to the UBI Training page to register for an available training session.

Additionally, it is suggested but not required, that you request ESHARP access prior to attending training. View the Get Started page to learn more.