Document

Report
Overview of the New
UM Reports:
PI Financial Reports
ONRS Nursing Research Seminar Series
November 10, 2011
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Financial Reports Improvements
Initiative
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Seven New Financial Reports
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Sponsored/Non Sponsored Summary - Overall
Non Sponsored Activity by Fiscal Year
Sponsored Project Summary by Budget Period
Sponsored Project Activity by Budget Period
Sponsored Project Activity by Project Period
Payroll Detail
Transaction Detail
Viewing
Reports
Report Overview
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Sponsored/Non Sponsored Summary – Overall
 This report will return data for sponsored projects,
non-sponsored projects, and non-sponsored ChartField
string activity. It provides summary data for budget,
resources, encumbrances, expenses and balance
remaining for each project or ChartField string. From
here, drill to Sponsored Project Summary by Budget
Period, Sponsored Project Activity by Budget Period,
Sponsored Project Activity by Project Period, or Non
Sponsored Activity by Fiscal Year. Further drill to
Payroll Detail information and Transaction Detail
information is available.
Viewing
Reports
Report Overview
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Non Sponsored Activity by Fiscal Year
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This report will return data for non-sponsored
ChartField string fiscal activity. It summarizes month
and fiscal year to date data (budget, resource,
encumbrance, and expense) through a specified
calendar month and year. The report includes subtotals
for payroll/fringe and non-payroll totals. Data is
summarized at budget account level.
Report Overview
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Sponsored Project Summary by Budget Period
 This report will return data for sponsored project
budget period fiscal activity. It provides a list of
sponsored projects with summary data for budget,
encumbrance, expenses and balance remaining by
Budget Period. Expense and encumbrance data are
reflected based on dates of the transactions. From here,
drill to Sponsored Project Activity by Budget Period or
Sponsored Project Activity by Project Period. Further
drill to Payroll Budget Period summary reports and
Budget Period Transaction Detail Information is
available.
Report Overview
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Sponsored Project Activity by Budget Period
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This report will return data for sponsored project
“budget period” fiscal activity. It summarizes budget
period data (budget, encumbrance, and expense) at the
budget account level. The report includes subtotals for
direct and indirect costs.
Report Overview
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Sponsored Project Activity by Project Period
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This report will return data for sponsored project
“project period” fiscal activity. It summarizes current
month and inception to date data (budget, encumbrance
and expense) at the budget account level through a
specified calendar month and year. The report includes
subtotals for direct and indirect costs.
Report Overview
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Payroll Detail
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This report will return financial data for sponsored
projects, non-sponsored projects, and non-sponsored
activity. It provides salary and fringe expense and
encumbrance detail by employee for a selected
ChartField string or by sponsored project and time
period.
Report Overview
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Transaction Detail
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This report will return data for sponsored projects,
non-sponsored projects, and non-sponsored ChartField
string activity. It provides non-salary expense and
encumbrance detail for a selected ChartField string or
by sponsored project and time period
Viewing Reports
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Getting Started…How to access PI Reports
Select multiple ways to display data – summarized or
detailed by budget period, fiscal year, or project period
Starting from the top and drilling down - a sample
report
Using icons to download data, create bookmarks and
create a pdf
Reference the information icon to interpret the report
structure and source of the data
Creating links and bookmarks on your UM Reports
Home Page
A quick link option to connect to PI Reports
Set up access to view reports
Additional information about PI Reports
Access PI Reports
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Sign on to UM Reports with your X.500
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http://www.umreports.umn.edu/
Click
User
Login
Button
Click
Search
Reports
Use the
category drop
down box to
select
“Principal
Investigator
(PI)
Access PI Reports
Access PI Reports
View both your
Sponsored &
Non-Sponsored
Reports
View
Sponsored
Only
More Options
More Options
Access PI Reports
Access PI Reports
View both your
Sponsored &
Non-Sponsored
Reports
Access PI Reports
Tip: After you click on the
drop down arrow, start typing
in the last name into the text
box to quickly locate the PI
Access PI Reports
Access PI Reports
Note the icons in the right hand corner. You can download to Excel, create a .pdf
image, bookmark this page, add this report to your reports home page, or view
detailed information about this report.
View summary of all projects by budget period
Drill to Activity by Project Period
View summary for a single project by budget period
All PI’s Sponsored Projects Summary by Budget Period
PI Reports
Summary View with Chartstrings
To display the chartstrings for non-sponsored budgets, click the “Include
Chartstring” link.
View summary of all projects by budget period
Same view with chartstrings
Drill to Activity by Project Period
View summary for a single project by budget period
View Including Chartstring
Click the “Exclude Chartstring” link to remove the chartsrings.
Access PI Reports
Note the icons in the right hand corner. You can download to Excel, create a .pdf
image, bookmark this page, add this report to your reports home page, or view
detailed information about this report.
Drill to Activity by Project Period
Sponsored Project Activity by Project Period
Summary Detail for the project period by individual
Transaction detail by account code inception to date
Multiple Ways to View Reports
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Start with the summary view and drill down
Run one report for multiple budgets at the same time
Go directly to a specific report
Non-Salary
Summary
Budget
Period
Transactions
Project Period
Expense
Accounting
Period
Payroll
Fiscal Yr
UM Reports Home Page
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Add PI Reports to my UM Reports Home Page
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From the Home Page click on the link to Search Reports
On the Report Search Page, click “Advanced Search.”
UM Reports Home Page
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Add PI Reports to my UM Reports Home Page
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From the Advanced Report Search Page, enter “PI” in the “Look for” field.
Check mark the “Category” box
Uncheck the “Show Report Descriptions” box
Click on the “Search” Button at the bottom of the page
UM Reports Home Page
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Add PI Reports to my UM Reports Home Page
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Seven PI Reports are now displayed
Check a box in the “Include on my Home Page” column
Click the “Include” link at the bottom of the column
UM Reports Home Page
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Add PI Reports to my UM Reports Home Page
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The Report Search page will display again
Click the “Home” link on the left
UM Reports Home Page
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Add PI Reports to my UM Reports Home Page
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Confirm the category “Principal Investigator (PI)” is listed
Click the “Principal Investigator (PI)” link
The two PI Reports links selected now display on the Home Page
UM Reports Home Page
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Insert a Bookmark to your favorite report
 Select a report you want to directly link to
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An example would be to view who was (or is) on payroll in a given month
Once you see the bookmark icon in the upper right hand corner, click on it
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The bookmark will now appear on your UM Reports Home Page
Note: If you are looking at a current
month report that has not closed out, the
information is as of the previous day
UM Reports Home Page
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Insert a Bookmark to your favorite report
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The bookmark will be on your Reports Home Page
and you can modify the report information after you
link to it (for instance, change the month)
Shortcut
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Shortcut to PI Reports from the “UM
Reports: Known Issues and FAQ” handout
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The link below will take you directly to the Sponsored/Non
Sponsored Summary – Overall Report
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https://www.umreports.umn.edu/framework/prompt.aspx?reportid=503
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Shortcut details are discussed at the bottom of the FAQ
handout
(Click Here to Link to Handout)
Where to Get More Information
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Financial Reporting Initiative
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http://www.finsys.umn.edu/reporting/PIrpts.pdf
UM Reports: Known Issues and FAQ
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Job Aid for PIs :
http://www.finsys.umn.edu/reporting/msg/
Add Report access for Co-I’s or Project Staff
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Request a non-sponsored budget to be added, or grant
access to a Co-I or project staff to your sponsored project
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[email protected]
Job Aid for Staff with EFS access
http://www.finsys.umn.edu/reporting/CFmapping.pdf
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(Staff: as a courtesy, please check with PI’s before granting access
to others to PI’s sponsored project reports)
PI Reports
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