Several reporting tools are available to allow the University community to consume financial data. The available tools are listed below.
Data Warehouse login
The Data Warehouse is a collection of data which can be used to support the University's operational and decision making processes. These data are organized by subject area, e.g. Financial, Payroll, and updated periodically from the U's operational information systems.
The DWEF subject area represents the financial data from the EFS reporting instance that is accessible for ad hoc querying via the data warehouse. People with the access, skills, and tools to write SQL (structured query language) can get at financial data to write queries specific to the data they need for reporting in their units that may not be needed elsewhere or that is needed in a slightly different format than that provided by other tools/reports.
EFS Reporting Instance (FSUMRPT)
The PeopleSoft Query tool allows end users to extract the precise information they desire using visual representations of portions of the PeopleSoft database. With Query Viewer, users can view existing queries and export information into tables or Excel documents. They can also run existing reports, including parameterized reports. In addition to viewing existing queries, those with access to the Query Manager tool will be able to create their own queries using PeopleSoft Query Manager.
Have an idea or suggestion for financial reporting?
Tell us by filling out this form to provide your ideas, needs, or suggestions. Business process owners review submissions regularly. This link is only for feedback related to Financial Reporting within the University of Minnesota.
Excel nVision Plug-in
PeopleSoft nVision allows end users to retrieve information from the PeopleSoft database using ledgers, trees, and queries and to place it into an Excel spreadsheet. PS nVision works within spreadsheets to create templates for data retrieval. Once a report layout is created, it can be used to format data automatically.
Information on legacy data is published on the Controller’s Office web page, "Looking for legacy system data?" The web page provides information on legacy systems and provides people with SQL to execute in the data warehouse where they may then export results to Excel for further analysis.
Principal Investigator (PI) Reports
PI Reports are an excellent resource for PIs wishing to monitor the activity on their sponsored project chart strings. By default, a PI has the ability to run reports in the suite of PI Reports for any sponsored project where they are the assigned PI in PeopleSoft Financials (EFS). Some of the PI Reports can also be run for non-sponsored chart strings. These chart strings must be manually mapped to a PI.
The manual mapping process applies to active PIs, but can also be used to associate a non-sponsored OR sponsored chart string to the internet ID of any active University employee. See instructions for setting up this manual mapping here.
Training Reporting Materials
Financial Management Course Materials and Job Aids
UM Analytics login
UM Analytics allows users to create standard reports, ad hoc reports, saved analyses, schedule alerts. An important feature new to the University of Minnesota is the tool's ability to incorporated forecasting in a report or analysis.
In the coming years much of our current UM Reports finance content will be transitioned to UM Analytics content. Heavily used finance reports will be rebuilt in UM Analytics first, while the reports with lower usage will be transitioned last. Additionally, three types of financial dashboards are planned. They are:
- PI-specific financial
- Accountant/Departmental Administrator
The vision for these dashboards is to include simple charts and graphs in an analysis that display important financial priorities for specific target audiences. They will also provide links to the BI Publisher version of many of the UM Reports as they are transitioned to UM Analytics..
UM Reports login
Many finance reports are availabe in UM Reports. UM Reports is a system that was built by the University of Minnesota.
When Finance, HRMS, and Student launch their upgraded systems in spring 2015, users will access their UM Reports using the new Reporting Center, which will be available through the myU portal.
The Reporting Center will centralize reports people need to do their job. It won’t be the only place to find reports but it will provide a place that consolidates access to University reports from multiple reporting tools, including UM Reports, UM Analytics, and PeopleSoft (PS).
The Reporting Center will:
- categorize reports based on their function (i.e. finance, human resources, student)
- include search functionality
- allow users to bookmark their favorite reports
- offer a ‘Need Assistance’ feature to get help
More details, if you are interested
What is an "instance" or an "environment" of the enterprise financial system (EFS) and why do I care?
Large enterprise systems, like PeopleSoft Financials, are complex. It is a common practice to create one spot for people to enter, approve, and process transactions and a different spot for reporting activities to occur. For EFS (PeopleSoft Financials), we have a production environment, a reporting environment, and various other reporting tools.
FSUMPRD is production EFS where people enter, approve, and process financial transactions (also called the production environment or production instance of EFS/PeopleSoft Financials).
FSUMRPT is for reporting (also called the reporting environment or reporting instance of EFS/PeopleSoft Financials). This instance of EFS looks a lot like production EFS and has similar navigation and paths to the various reports and other information that can be viewed. The two biggest differences many people will see are that transactions cannot be entered or approved in this instance (the pages aren’t even available), and the acronym "FSUMRPT" appears at the top of the screen instead of "FSUMPRD" (as in production).