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RePORTER, NIH RePORT Expenditures and Results Query Tool

RePORTER - User Manual 3.9.0

Table of Contents

1. What is RePORTER?

2. What is the RePORTER Query Form?

2.1 What is a Select Options Window?

2.2 What is a % Wildcard and How is it Used?

3. RePORTER Query Form Categories

3.1 Search Projects Supported by Appropriations from the American Recovery and Reinvestment Act of 2009 (ARRA)

3.2 Search Text

3.3 Search by Project Number

3.4 Search by Principle Investigator / Project Leader

3.5 Search by Organization

3.6 Search by DUNS Number (Data Universal Numbering System)

3.7 Search by Department

3.8 Search by Educational Institution Type

3.9 Search Projects by Geographic Location

3.10 Search projects by Fiscal Year(s)

3.11 Search projects by NIH Spending Category

3.12 Search by Agency/ Institute/ Center

3.13 Search by Funding Mechanism

3.14 Search by Award Type

3.15 Search by Activity Code

3.16 Exclude Subprojects

3.17 Search by Study Section

3.18 Search by FOA

3.19 Search by Public Health Relevance

3.20 Search by Project Start and/or End Date

3.21 Search by Award Notice Date

3.22 Search for Newly Added Projects Only

4. What is a Hit List?

4.1 What are the Publications and Patents Tabs?

4.2 What is the Clinical Studies Tab?

4.3 What is the Data and Visualize Tab?

4.4 What is the Map Tab?

4.5 How to Sort a Hit List of Projects

4.6 How to Export a Hit List of Projects

4.7 How to Export a Hit List of Publications, Patents, or Clinical Studies

4.8 How to Export Charts to PowerPoint from the Data and Visualize Tab

5. Elements of the Project Information Page

5.1 What is the Description Tab?

5.2 What is the Project Details Tab?

5.3 What is the Project Results Tab?

5.4 What is the Project History Tab?

5.5 What is the Subprojects Tab?

Skip Navigation
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5.6 What is the Clinical Studies Tab?

5.7 What is the Similar Projects Tab?

5.8 What is the Links Tab?

5.9 What is the News and More Tab?

5.10 How to Print Project Information

5.11 How to Share a Hit List?

6. What is MyRePORTER?

6.1 How to Create a MyRePORTER account

6.2 How to Login to MyRePORTER?

6.3 How to Recover a Forgotten MyRePORTER password

6.4 How to Change a MyRePORTER email address?

6.5 How to Delete MyRePORTER account?

6.6 How to Change a MyRePORTER Password?

6.7 How to Save, Retrieve, Edit or Delete a query in MyRePORTER

6.8 How to Set a Project or Publications Alert

6.9 What is a Portfolio?

7. The PI/Project Leader Profile Link Feature

7.1 How to View a PI/Project Leader Profile Link

7.2 How to Add a Profile Link?

7.3 How to Remove a Profile Link?

1. What is RePORTER?

The RePORT Expenditures and Results, RePORTER system, is an electronic tool that allows users to search a repository of both intramural and

extramural NIH-funded research projects from the past 25 years and access publications (since 1985) and patents resulting from NIH funding. In addition

to NIH-funded research, the system provides access to research supported by the Centers for Disease Control and Prevention (CDC), the Agency for

Healthcare Research and Quality (AHRQ), the Health Resources and Services Administration (HRSA), the Substance Abuse and Mental Health Services

Administration (SAMHSA), and the U.S. Department of Veterans Affairs (VA). RePORTER retains all of the search capabilities of the former CRISP

system, while providing additional query fields, hit lists that can be sorted and downloaded to Excel, NIH funding expenditures for each project, and the

publications and patents that have resulted from a projects support.

The query form allows the user to generate queries by entering terms or making fielded selections, and the results of the query are returned in a project

listing that includes the project number, subproject identifier project title, contact principal investigator, performing organization, fiscal year of funding, NIH

administering and funding Institutes and Centers (IC), and the fiscal year total costs provided by each funding IC. The project number, subproject id, and

the project title are clickable and linked to more detailed information on several Project Information tabs, including Description, Details, Results, and

Subprojects (for multi-project grants only).

2. What is the RePORTER Query Form?

A color coded System Health Icon indicates current performance conditions; mouse over for details. Green indicates no issues. Yellow, there is a

functionality or performance issue such as slowness due to volume, and Red means a compromise to capability.
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The question mark icon will access a brief explanation about the associated field.

The RePORTER Query Form allows users to generate queries, resulting in project Hit Lists, by searching for keywords appearing in project titles,

abstracts, public health relevance statements, or the scientific terms assigned to each project. Furthermore, any fields that appear on this form may be

used alone or in combination with other fields to create highly specialized queries of the RePORTER database. 

2.1 What is a Select Options Window?

Many filters have select buttons to open windows that offer a list of options from which to choose. Each window contains the following

buttons:

Select the chosen options and close the selection window, 

Reset the options to the previous settings, or 

Cancel the selection and return to the query form.

Once all search terms and filters have been applied:

 Submit Query initiates the query.

 Clear Query resets the query form to default values for all fields.

2.2 What is a % Wildcard and How is it Used?

Some search fields on the query form allow users to insert % wildcards at the beginning and/or end of a search string. The % wildcard can be used in

the Contact PI/Project Leader, Project Number, FOA, and Organization fields when only partial information is known. The use of the % wildcard increases

efficiency and flexibility of the search query.

3. RePORTER Query Form Categories

3.1 Search all projects, or search for projects funded by the American Recovery and Reinvestment Act of 2009 (AARA), narrow ARRA

projects by specific category.
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Click on Check/Uncheck All to select or deselect all projects. 

Click on NIH ARRA-funded projects to select all ARRA projects, or select individual ARRA project categories.

Click on All other projects to select all projects NOT funded through the ARRA.

3.2 Text Search

Boolean logic and operands can be utilized for a Text Search into project abstracts, titles, public health relevance statements, and project terms.

RePORTER can search for specific text in project abstracts, titles, public health relevance statements, and project terms. Alternatively, the filter may be

limited to one or more of the areas; Abstracts, Project Title, and Project Terms.

Searching term Concussion in Projects limiting to Project Terms.

This search will result in a Hit List of projects that contain the word concussion in Project Terms only.

Searching term Concussion in Publications

Search for the term Concussion in Project Abstracts and in the Publications from the years 2009-2010.
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Search for the term Concussion in Project Abstracts and in the Publications from the years 2009-2010.

This search will result in a Hit List of projects that contain the word concussion in their Project Abstracts and the projects that are associated with

Publications from 2009 and 2010 that contain the word concussion in their title, abstract, or keywords (e.g., MeSH headings). 

Boolean logic statements can be built to fine tune filtering criteria and provide more relevant Hit Lists.

When AND logic, the default, is used, only projects that contain all the search terms entered will be selected. The example will return all projects that

contain both the words “juvenile” and “diabetes.”

When OR logic is used, the list of projects returned only need to contain one term or the other, not both. The example will return projects that contain

either “juvenile” or “diabetes”. This will frame the results quite differently and widen the selection criteria. The results of the query will include projects on

juvenile drug abuse for example, in addition to those related to diabetes.

Double quotes can be used to find an exact phrase in its entirety. Only projects in which the exact phrase, “juvenile diabetes,” will appear on the Hit List.

The Advanced logic option provides additional capability to narrow selection criteria more precisely, and evaluate complex entries such as chemical
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references. Here the use of the Boolean operators: AND, OR, NOT, “double quotes”, and (parentheses) to control operational precedence are all

permitted.

The operands can be used together as in the expression: 

Example: (breast and cancer) or tumor

This produces a Hit List of projects containing both of the words breast and cancer together, and any containing the word tumor.

Example: (breast and cancer or “lung cancer”) not tumor

This produces a Hit List of projects containing both words breast and cancer, projects with the words lung cancer together, but no projects where the

word tumor is present without one of the two conditions inside the parenthesis being present also.

For example, (DNAN OR "2,4-Dinitrophenol") AND (mouse OR mice OR Mus OR murine):

3.3 Search by Project Number

Project Numbers are commonly referred to as grant numbers or contract numbers. For grants, project numbers are composed of the type code, activity

code, Institute/Center code, serial number, support year, and/or suffix code; for example: 5R01CA121298-04. Project contract numbers no longer follow

this convention. The % wildcard symbol will be automatically appended at the beginning and end of all project numbers, and can be used if only a portion

of the project number is known. To limit query time, provide the project fiscal year.

Search on more than one project number at a time by clicking on the Enter multiple project numbers link. A text box will open in which to enter a

maximum of 100 project numbers; each must be separated by a comma. Users may cut and paste into this box. When all of the project numbers have

been entered, click the SELECT button to return to the Query Form. 

Search on more than one project number at a time by clicking on the Enter multiple project numbers link. A text box will open in which to enter a

maximum of 100 project numbers; each must be separated by a comma. Users may cut and paste into this box. When all of the project numbers have

been entered, click the SELECT button to return to the Query Form.

Project Numbers are commonly referred to as grant numbers or contract numbers.m For grants, project numbers are composed of the type code, activity

code, Institute/Center code, serial number, support year, and/or suffix code; for example: 5R01CA121298-04. Project contract numbers no longer follow

this convention.

3.4 Search by PI/Project Leader

A PI/Project Leader is an individual designated by the grantee to direct the project or activity supported by the grant. Searches for projects conducted by

a particular individual can either be performed by entering their last name, first name, or both. The % wildcard feature can be used when only partial

information is known.
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To search for more than one PI/Project Leader click on the Enter more PI/Project Leaders link.

A maximum of 100 entries can be made, and each name pair (last name, first name) must be separated by a semi-colon.

Using the % wildcard feature provides a lot of flexibility when searching gets tricky due to details such as middle initials used in one project and not

another, and whether or not a period was used with the initial. If your results do not seem correct, clear the query and enter it again using the wildcard

before or after the names and drop any middle initial input. The resulting hit list will help determine if you have retrieved everyone desired.

3.5 Search by Organization

Organization can be used to search for an educational institution or other entity, including an individual that applies for or receives a NIH grant, contract,

or cooperative agreement. The % wildcard feature may be used at the beginning of an entry, the end, or both if only a portion of the organization’s name

is known.

3.6 Search by DUNS Number

The DUNS number is a unique nine-digit number assigned by Dun and Bradstreet Information Services. It is recognized as the universal standard to

identify and track of businesses worldwide. Users may search for grants associated with a specific DUNS Number.

3.7 Search by Department

 

Opens:

Click inside a box to choose that department; when finished click the SELECT button.

Departments are presented in alphabetical order. The areas selected will be searched for among all domestic institutions of higher education.

3.8 Search by Educational Institution Type

Opens:
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Selections are presented in alphabetical order. Users can search for projects being conducted within a certain type of educational institution, such as a

School of Medicine or School of Dentistry.

3.9 Search Projects by Geographic Location

Search by City name; the % wildcard symbol can be used.

Search by State, Regional Grouping of States and the inclusion/exclusion of U.S. Territories; any combination thereof.
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Search by Country, all or any combination of countries can be selected.

Search by U.S. Congressional District. This menu will work in conjunction with the other selections. The city, state, country and congressional district to

which each grant is assigned is based on the business address of the grantee organization or contractor, not the actual location where the research

being performed.

3.10 Search projects by Fiscal Year(s) 

Unless specified, RePORTER searches only Active Projects, the most recent record of projects that have not yet reached their end date (in the case

of extramural grants and contracts) or for the most recent intramural projects, as specified in the Annual Reports from the NIH Intramural Programs. 

Select a single or multiple fiscal years to produce a Hit List with awards funded in those years only.

Intramural project data is updated in RePORTER at the close of each fiscal year. 

RePORTER contains records for the past 25 fiscal years.

3.11 Search projects by NIH Spending Category
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Beginning with fiscal year 2008 funding, the NIH provides a list of projects that fall into over 200 categories of research. These are the categories reported

to Congress and other Federal agencies. In addition to downloading a list of these projects from the NIH Categorical Spending page, RePORTER users

can select one or several of these categories to combine with other search criteria in order to generate custom lists. Note: The NIH Categorical Spending

page contains the official NIH end-of-year reports on spending by category, whereas RePORTER provides up to date information, including award

revisions. As a result, RePORTER search results may not match the official spending report exactly.

The NIH Spending Category menu will open only when FY 2008 or a later is selected.

3.12 Search by Agency/Institute/Center

Users can search by the agency (NIH, AHRQ, CDC, HRSA, SAMHSA, or VA) and/or NIH component responsible for administering the research grant or

contract (Admin IC) or funding the research (Funding IC). Admin IC is the default. Please note that Funding IC data is available only for NIH-funded

projects awarded in FY 2000 and later. Also, while total funding for subprojects of NIH multi-project grants is available, the specific contribution of

individual ICs to each subproject is not.

3.13 Search by Funding Mechanism 
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Search by the major mechanism categories used in the NIH tables for the President’s budget.

3.14 Search by Award Type

New is Type 1.

Competing Renewal is Types 2, 4, and 9.

Noncompeting is Types 7 and 9.

Revision or Supplement is Type 3.

3.15 Search by Activity Code
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An activity code is a 3-character code applied to various funding mechanisms to order to uniquely identify a specific category of extramural research

activity. The following major groupings of activities and some commonly used activity codes may be selected in RePORTER: Research Grants, Research

Project Grants, R01 Equivalents, SBIR/ STTR, Center Grants, Research Career Awards, Cooperative Agreements, Fellowships, Training Grants, Contracts

(R&D), Intramural, Resources, and Block Grants.

3.16 Exclude Subprojects

Check this box to eliminate the selection of subprojects for a Hit List.

3.17 Search by Study Section

A study section is the group responsible for the review of grant applications in a particular area of science. Users can search for grants within regular

standing, fellowship, and SBIR/ STTR study sections. Descriptions of the study section options available can be found on the NIH Center for Scientific

Review web site at http://www.csr.nih.gov/Committees/rosterindex.asp. 

The Study Section options menu is updated quarterly.

3.18 Search by FOA
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FOA (Funding Opportunity Announcement): RePORTER provides the ability to search for projects originally solicited under a request for applications

(RFA), program announcement (PA), or notice (NOT) issued in the NIH Guide for Grants and Contracts. RFA numbers take the format RFA-IC-fy-nnn,

where IC is the Agency/Institute/Center issuing the RFA, fy is the fiscal year of the solicitation, and nnn is a serial number. PA numbers are formatted as

PA-fy-nnn and notices NOT-IC-fy-nnn.

The %wildcard feature may be used when only partial information is known.

The Funding Opportunities and Notices link opens the FOA of the Office of Extramural Research, http://grants.nih.gov/grants/guide/ in another browser window.

3.19 Search by Public Health Relevance

Search the Public Health Relevance statements for matching text. Submitted as part of a grant application, these statements articulate a project's

potential to improve public health. This information is unavailable for some years and funding mechanisms.

3.20 Search by Project Start and/or End Date

Enter a Project Start Date to pull projects that began on or after the date entered. Enter a Project End Date to pull projects that ended, or are expected to end, on or before that date.

3.21 Search by Award Notice Date

An Award Notice is the legally binding document that notifies the grantee that an award has been made. It contains all the terms and conditions of the

award, and documents the obligation of Federal funds.

Use the drop-down menu to select the > or < sign, in order to search for projects with an Award Notice Date that occurred before (<) or after (>) the date

entered.

3.22 Search for Newly Added Projects Only

Check this box to filter a search to include only the projects added to RePORTER since the last data refresh.

4. What is a Hit List?

A Hit List is another term for search results. 

A successful query will generate a Hit List that contains the projects that satisfied the given search criteria. 

Project number, Subproject number, Project Title, Principal Investigator, Organization, FY, Admin IC, Funding IC (only for projects awarded in FY 2000

and later fiscal years) and FY Total Cost by IC (only for projects awarded in FY 2000 and later fiscal years) are displayed on the Hit List page. Project

Number and Project Title are in link format. Project Title is linked to the Description tab of the Project Information page, which provides information on the

science being conducted. Project Number is linked to the Details tab of the Project Information page, which provides administrative information, such as

the PI name and organization, original solicitation number, and the study section that reviewed the proposal. Projects in the hit list are listed in ascending

order by PI name, Admin IC, and Project Number, and in descending order by Fiscal Year.

Project numbers for NIH R&D contracts no longer follow a standard format like grant numbers, so the word “Contract” is displayed in the hit list in place

of the project number.

4.1 What are the Publications and Patents Tabs?

The Publications tab will provide a list of all reading material available for the associated project. This list may be further filtered by the Year of
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Publication menu. Additionally, Similar Publications to the subject matter and works that this project has been Cited by as reference material can

also be accessed.

The Patents tab will provide a complete list of patents that have resulted from the work performed during the associated project(s). Patent data is

updated from iEdison.

4.2 What is the Clinical Studies Tab?

The Clinical Studies tab will produce a list of http://www.clinicaltrials.gov/ records that have been associated with one or more projects on the hit list

page. The core project number that the study is associated with, clinicaltrials.gov identifier, study name, and study status (recruiting, not yet recruiting,

active but not recruiting, completed, or terminated) are all included in the hit list. The title of the study links to a description of the trial on the

clinicaltrials.gov site.
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The ability to associate clinicaltrials.gov records with specific subprojects of multi-project grants is not available. For these types of awards, a clinical trial

is associated with the parent project and all its subprojects. As a result, for large multi-project grants that support research in a broad range of topics the

hit list of clinical studies will cover a diverse set of conditions or diseases that may be unrelated to an area of research specified in the original project

search criteria.

4.3 What is the Data and Visualize Tab?

Circles, is a user interactive feature that provides a visualization of terms present in the abstracts and title text of the projects contained in the search

results. Each Dot on the chart represents an individual project in the search results; click on it to view project information.

To zoom in and out of a circle group, double click on it.

The Data and Visualize tab provides a summary table of funding data as well as graphical representations of search results. The search results can

be summarized by administering institute or center, fiscal year, funding mechanism, activity code, or organization. The project totals in the summary table

are hyperlinked to a list of the projects in RePORTER. Available displays include column, bar, and pie charts.

Radio button selections allow users to graph either Projects or Project Funding data. 

The Data Tables can be sorted on all columns except sub-project information, and the graph will automatically update to reflect the change.

Export capabilities include moving the data to Excel and the graph to PowerPoint.

The Summary by Funding IC options is only available when the Funding IC option was selected on the RePORTER Query form; the option is labeled
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Agency/Institute/Center: with radio button selections for Admin and Funding. 

The Limit to Top selections will correspond to the total number of items. To display fewer data points, click for a menu in increments of ten.

4.4 What is the Map Tab?

4.5 How to Sort a Hit List of Projects

All columns can be sorted on by clicking the column heading, except for Funding IC and FY Total Cost by IC. The default sort order for a Hit List is

Contact PI/Project Leader, Admin IC, Project Number, and Fiscal Year.

4.6 How to Export a Hit List of Projects

The EXPORT feature provides several alternatives from a drop menu:

All Projects contained in the Hit List.

The Projects listed on the current page; 25, 50, 75 or 100 displayed per page.

The Projects individually selected from the Hit List by a check mark in the first/export column.

Each scenario is as follows:
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Selecting All Projects would yield the entire list of 610 results.

The Current Page would list the 25 on the first page.

The Selection option would result in only 1 project.

Make a selection from the drop down menu.

If Selection is chosen, check/uncheck projects with the click of the mouse in the first/export column.

Click 

The following pop-up will open: Select Basic or ALL

The BASIC option uses a limited set of fields but up to 15,000 projects can be exported.

Check/Uncheck items from the Options menu.

A processing message will appear until complete:

 will open a system File Download window:
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After the File instructions are given, click 

4.7 How to Export a Hit List of Publications, Patents, or Clinical Studies

The feature will create a CSV or Excel file with all the results for associated Publications, Patents, or Clinical Studies.

Select a format:

A processing message displays until export is finished:

opens a system File Download window:
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Give file instructions and 

4.8 How to Export Charts to PowerPoint from the Data and Visualize Tab

To export charts generated using the Visualize capability; click Export to PowerPoint. 

The chart currently visible on the screen will automatically be exported to PowerPoint.

Only one chart may be exported at a time.

5. Elements of the Project Information Page

Selecting a project from the Hit List will open the Project Information page that includes the Project Details, Description, Results, History, and Subproject

information in a tabbed format. Users can go back to the Search Results page or to the Query Form from any of the Project Information tabs by clicking

on the or buttons respectively.

5.1 What is the Project Description Tab?

Click on a Project Title from the Hit List to open the Project’s Description page. This page provides the project’s abstract and scientific terms. When

available it will also contain the project’s public health relevance statement and NIH spending category.

5.2 What is the Project Details Tab?

Click a Project Number from the Project Results page to open the Project Details tab. All of the administrative and budget details about the project

are displayed here.
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5.3 What is the Project Results Tab?

The Project Results tab provides publications and patents that cited support from the project. For publications, the title of the publications, name of

the journal, author, and links to related publications in PubMed and Google Scholar are listed in the form of a table. Titles link to the full-text article in

PubMed Central where available, and the publication citation links to the publication abstract in PubMed. Additionally, Similar Publications to the

subject matter and works that this project has been Cited by as reference material can also be accessed.

5.4 What is the Project History Tab?

The History tab provides all the available past years’ project and funding information. There is no History information for Contracts and Subprojects.

Funding information is displayed for the parent projects in FY 2000 and later.
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5.5 What is the Subprojects Tab?

For multi-project grants, all the component subprojects information is displayed. FY Total Cost is displayed for Fiscal Year 2000 and later subprojects.

5.6 What is the Clinical Studies Tab?

A Clinical Studies tab will appear only when there are records found in the clinicaltrials.gov database associated with the particular project. The title of

the study links to a description of the trial on the clinicaltrials.gov site. Currently the ability to associate clinicaltrials.gov records with specific subprojects

of multi-project grants does not exist. For these types of awards, a clinical trial is associated with the parent project and all its subprojects. As a result,

for large multi-project grants that support research in a broad range of topics, this will lead to a hit list of clinical trials covering a diverse set of conditions

or diseases that may be unrelated to the particular project being viewed.

 5.7 What is the Similar Projects Tab?

Click the Similar Projects icon next to the desired project from a Hit List. The similarities can be subject matter, descriptions, and terms.
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A maximum of 100 similar projects will present at one time. If there are others, a notification will be issued.

5.8 What is the Links Tab?

Links to third-party websites with additional information about NIH-funded research and supported investigators are displayed under this tab. Links include

NIHMaps.Org, and PI Profiles. 

The NIH Topic Maps website provides a database and interface for searching the types of research awarded by the NIH and relationships among

grants awarded in fiscal years 2007 and later. Clusters on the map represent projects that are thematically related to one another.
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If the principal investigator(s) of a selected project has entered one or more links to a profile page, a list of those links will appear in this section. A PI’s

profile links may include an institutional or lab website, a researcher profile, bibliography, or any other URL providing information on the PI or project.

5.9 What is the News and More Tab?

News displays recently published articles related to the selected projects subject matter. The News results can be associated with an entire Hit List or an

individual project. Currently, this feature is available for research projects supported by the National Institute of General Medical Sciences (NIGMS) only.

More displays NIH Recovery Act Investment Reports and Stories associated with the projects hit list. Three categories are presented, click on the +plus

sign to view details and hyperlinks.

5.10 How to Print Project Information?

Produce a printer friendly version of all project information by clicking on PRINT VERSION. The information found on the Description, Details, History,

and Subprojects tabs is reported. The Results, Clinical Studies and Links tabs must be printed separately.

5.11 How to Share Hit List?

This feature enables colleagues and other interested parties to view the Hit List of a RePORTER query.

Send others an email containing the information.

Click the icon:
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This Share Hit List window will open: 

Enter the required fields and any further explanation as to the significance of the report in the Message field. The following message will display:

6. What is MyRePORTER?

The MyRePORTER feature allows users to create an account where project information and query results of special value or interest can be saved.

Important queries can be executed without reentering the criteria every visit.

Features include: Portfolios, Saved Queries, Project and Publication Alerts, along with Email and Share capabilities.

The MyRePORTER Dashboard :
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Login for returning users and Register is for new accounts.

6.1 How to Create a MyRePORTER Account?

Click the Register link to begin the process:

Enter your email address, password, confirm password and click REGISTER.

Note: The email address used to register for an account is used exclusively as an identifier for that MyRePORTER account. The address is encrypted

in the database and cannot be read by the RePORTER system administrators or other users.

An email will be sent to the address entered and contain a confirmation link: 

Once the confirmation is complete, you can login to MyRePORTER.
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6.2 How to Login to MyRePORTER?

Enter email address and password and click LOGIN. The default landing page is the MyRePORTER Dashboard, however, the Query page may be

selected through the Go to menu.

6.3 How to Recover a Forgotten MyRePORTER Password?

From the MyRePORTER Login screen click on Forgot Password?

Enter the email address used originally to register. Enter the desired password, confirm it, enter the verification code, and then SUBMIT. An email will

be sent to confirm the account information is to be reset. As a security measure, you will need to access that email and click on the confirmation link to

complete this process. Upon confirmation, the new password may be used to login.

6.4 How to Change a MyRePORTER Email Address?

Login to MyRePORTER, and click on the Change Email Address link: 

The Change Email Address form will open:

Enter the new email address in both the New and Confirm fields. An email will be sent to the new address confirming the change. As a security
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measure, you will need to access that email and click on the confirmation link to complete the process. Upon confirmation, the new address may be used

to Login.

6.5 How to Delete a MyRePORTER Account?

To close your account, login and click Delete My Account from the Dashboard: 

The following message will appear:

Click OK to delete the account, or Cancel to remain active.

6.6 How to Change a MyRePORTER Password?

Enter the current password, then the new password desired, confirm it and click the SUBMIT button. “Your password has been changed

successfully.” will display.

6.7 How to Save, Retrieve, Edit or Delete a Query in MyRePORTER?

Save the results of a project query or Hit List to a file that will appear on the Dashboard page. This file will be given a title and any descriptive notes for

clarification purposes. A saved query can be executed without reentering the filtering criteria every visit.

A Saved Query contains a Hit List in its entirety. It is a whole collection of the project results, unlike a portfolio which may contain individual projects

from several Hit Lists.

After running a RePORTER query, click 
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If you are not already logged into MyRePORTER, you will be prompted to do so.

Enter a Title for the new query and any descriptive Notes and click 

Check the boxes for New Projects and New Publications Alerts as desired.

 Click the Execute icon in the Action column to run the report.

Click the Edit icon in the Action column to edit a saved query. The query screen will open, populated with the current saved parameters, which

can be changed and run without saving, resaved under the same name, or saved to a new name.

Click the Delete icon in the Action column to remove the query.

6.8 How to Set a Project or Publications Alert?
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Check the box in the Project ALERT column to receive weekly email updates about newly added projects that match your saved search queries. Lists of

up to 25 projects per saved query will be included in the email along with links to the project details and description. If the number of new projects

exceeds 25, there will also be a link to the complete RePORTER Hit List.

Check the box in Publications ALERT column to receive an email containing newly available publications associated with your saved queries. These

messages will contain the new information and links. 

The following message will display after a box is checked to confirm the action: 

A sample Publications Alert email:

A sample of a Projects Alert email:
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MyRePORTER Patents Tab

The Patents tab will provide a complete list of patents that have resulted from the work performed during the associated project(s). Patent data is

updated from iEdison.

MyRePORTER Clinical Studies Tab

A Clinical Studies tab will appear only when there are records found in the clinicaltrials.gov database associated with the particular project. The title

of the study links to a description of the trial on the clinicaltrials.gov site. Currently the ability to associate clinicaltrials.gov records with specific

subprojects of multi-project grants does not exist. For these types of awards, a clinical trial is associated with the parent project and all its subprojects.

As a result, for large multi-project grants that support research in a broad range of topics, this will lead to a hit list of clinical trials covering a diverse set

of conditions or diseases that may be unrelated to the particular project being viewed.

The Data and Visualize tab provides a summary table of funding data as well as graphical representations of search results. The search results can

be summarized by administering institute or center, fiscal year, funding mechanism, activity code, or organization. The project totals in the summary table

are hyperlinked to a list of the projects in RePORTER. Available displays include column, bar, and pie charts.

Radio button selections allow users to graph either Projects or Project Funding data. 

MyRePORTER Data and Visualize Tab

The Data Tables can be sorted on all columns except sub-project information, and the graph will automatically update to reflect the change.

Export capabilities include moving the data to Excel and the graph to PowerPoint. The chart currently visible on the screen will automatically be exported

to PowerPoint. Therefore, only one chart may be exported at a time. 

Circles, is a user interactive feature that provides a visualization of terms present in the abstracts and title text of the projects contained in the search

results. Each Dot on the chart represents an individual project in the search results; click on it to view project information. To zoom in and out of a circle

group, double click on it.

MyRePORTER Links Tab

Links to third-party websites with additional information about NIH-funded research and supported investigators are displayed under this tab. Links may

include NIHMaps.Org, PI Profiles and News Releases. 

The NIH Topic Maps website provides a database and interface for searching the types of research awarded by the NIH and relationships among

grants awarded in fiscal years 2007-2010. Clusters on the map represent projects that are thematically related to one another.

The PI Profiles of a selected project has entered one or more links to a profile page, a list of those links will appear in this section. A PI’s profile links

may include an institutional or lab website, a researcher profile, bibliography, or any other URL providing information on the PI or project. 

The News Releases link displays recently available articles that are related to the subject matter of the projects found from the search criteria.

Note: NIH does not endorse and is not responsible for the information, products, or services found on these third-party websites.

MyRePORTER News and More Tab

News displays recently published articles related to the selected projects subject matter. The News results can be associated with an entire Hit List or an

individual project. Currently, this feature is available for research projects supported by the National Institute of General Medical Sciences (NIGMS) only.

More displays NIH Recovery Act Investment Reports and Stories associated with the projects hit list. Three categories are presented, click on the +plus

sign to view details and hyperlinks.
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 6.9 What is a Portfolio?

A Portfolio is a collection of individual projects that are stored together.

The projects in a portfolio do not need to come from the same Hit List. This is a capability to pick and choose projects of particular importance and save

them to a file that represents a data set of particular interest. Portfolios can also be shared with others via email.

Create A Portfolio

Click on to bring up the MyRePORTER query form.

Enter project selection criteria and click 

There are several options available to add projects from the Search Results screen into a Portfolio.

The option to actually Create a new portfolio will follow the project selection process.

Click on the Add to Portfolio radio button.

Determine the selection method from the drop menu: ALL Projects, Current Page, and Selection.

All Projects would result in 714 entries to be placed in a portfolio:
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The default page size is 25 but can be changed to 50, 75, and 100.

Current Page would result in 25 entries to be placed in a portfolio:

Selection takes only the projects chosen by clicking on the box in the first column.

Pick desired projects with toggled check box.

Selection would result in 1 entry to be placed in a portfolio:

Click and the following screen will open:

Select an existing Portfolio, or Create a New one for the data to be placed inside, and SUBMIT.
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Given the example with Current page projects selected and the existing portfolio, 25 new projects would be added into the Brain Injury Portfolio.

The Create example with Current page projects selected would result in a new Portfolio with 25 projects:

Portfolios may be Viewed, Emailed, Edited, and Deleted.

View the contents

Email the contents 

Edit the contents 
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The Portfolio Name, Description can be changed and individual projects can be selected for removal.

Upon Submit the following window will open:

Delete a Portfolio

7. The PI/Project Leader Profile Link Feature

Principal Investigators whose RePORTER records contain an email address can add and manage hyperlinks. Click on your name wherever it appears in

RePORTER. Any existing profile information will display. A profile website might be an institutional or lab website, a researcher profile, bibliography, or

any other URL providing pertinent information.

 7.1 How to View a PI/Project Leader Profile Link?

The Projects Details page will display one of two icons next to the PI name.

The orange icon indicates no profile yet exists. The blue icon indicates the availability of one or more profile links. 

The Contact/PI name or Icon will bring up a list of any existing profile links:
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Click the profile title to access the information.

7.2 How to Add a Profile Link?

To create your PI/Project Leader Profile List, click on your name wherever it appears in RePORTER

Click on the click here to open the details page:

In the Profile Title column, enter a title description of the profile link. In the Profile Link column enter the hyperlinks to the profiles. You may enter up to

five profile links at a time. Next, enter the verification code and click the Submit Profile button.

The system will validate the URL entered is correct, and will not accepted the entry if it is not.

An email with be sent to the address shown on the Project Details page with instructions to confirm the profile link(s) before they are made available in

RePORTER.

This additional step will provide security against email harvesting programs.

7.3 How to Remove a Profile Link?

Click on your name wherever is appears in RePORTER. Then click here to open the details page:

To delete a profile check the Action box and click Remove checked.
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The submission of removal request sends an email to the PI/Project Leader requesting a confirmation of the action.

Once the PI confirms the actions described in the email are correct, the system records are updated.

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This site is best viewed with Internet Explorer (6.0 or higher) or Mozilla Firefox (2.0).

The RePORTER database is available to all public users at http://exporter.nih.gov/. As the data are available for bulk download, the RePORTER system reserves the right to block

IP addresses that fail to adhere to instructions in the system’s robots.txt files or submit requests at a rate that negatively impacts service delivery to other users. RePORTER

reserves the right to terminate any automated query to the RePORTER application that negatively affects service delivery to other users.

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