Action knowledge information data Financials Unit Liaison Meeting March 19, 2008.

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Financials Unit Liaison Meeting

March 19, 2008

Agenda

M-Reports Vision

Internal Controls – Employment Content

M-Reports Security Approach

Sponsored Research Content

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M-Reports Vision

M-Reports provides an accessible and easy to use reporting method that University executive officers, deans, directors, chairs, faculty, managers, and administrators can use to view and analyze management data.

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Application Specific

Reporting (e.g. PeopleSoft)

M-ReportsBusiness Objects

Reporting

Operational (~5,000 Users)

Power Reporting (~3,000 Users)

Leadership, Faculty & Managers (~10,000 Users)

M-Reports Vision M-Reports enhances a unit’s business intelligence by

delivering management reports in a customizable user interface. This system will provide:

Guided analysis on specific reporting topics with links that drill-down to associated detail.

Alerts, metrics, and personalized reports based on individual user ‘s profile, preferences, and role-based security.

Report data sourced from the appropriate database (e.g., M-Pathways Production and ODS, UM Data Warehouse, unit systems).

Content developed and published by MAIS CPUs and University units.

An intuitive interface that requires no training.

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Why Use M-Reports Today? Internal Control Reports - Employment

Approximately 80% of University expenditures are salary and benefit related.

M-Reports provides “at a glance” and guided analysis of operational, strategic, financial, and compliance data for your unit(s).

This information can help financial certifiers to:

Identify employment trends and exceptions.

Compare actuals to expectations. Minimize risks. Enable data-driven decisions (i.e.,

business intelligence). 5

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Why Use M-Reports Today? Internal Control Reports - Employment

M-Reports displays the Internal Controls – Employment reports in a customizable interface that allows financial certifiers to:

Easily view and analyze faculty, staff, and temporary pay. Identify appropriate supplemental pay (e.g., overtime). Compare compensation data by percentage or dollar amount for

multiple Fiscal Years. Certify that compensation and supplemental pay amounts are

reasonable for your unit(s). Certify that employment controls are appropriate for your unit(s).

Internal Controls – Employment Reports

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Criteria Bar allows you to set, modify, and save report parameters.

High Level Metrics provide quick information.

Click a link to drill down to detail information.

Select a time period to display data in the Graphical View.

Internal Controls – Employment Reports

The Criteria Bar identifies the data displayed in the reports.

Available from the My M-REPORTS tab and in the reports.

Add, edit, save, and delete report criteria as appropriate.

Click the magnifying glass icon to display a list of values from which to select for that parameter.

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M-Reports Security Approach M-Reports access granted automatically based on user’s

attributes. For example, M-Pathways role Jobcode

Departmental security may apply to M-Reports content. Internal Controls – Employment: Dept. security based on the user’s

primary appointing department and the department group roll-up.• Currently roll-up based on the UM_ORG_GROUP tree.• In the future, roll-up will be based on the UM_DEPT_REPTG tree.• Changes to a user’s primary appointing department automatically

removes M-Reports Internal Controls – Employment access. Research: No Dept. security

Request additions/exceptions to a user’s default access with an online access request in OARS. Requests to reinstate access must be done through OARS. 9

Why Use M-Reports?Coming Soon: Research

Joint charge to MAIS from the Provost, Executive Vice President/Chief Financial Officer and the Vice President for Research:

Provide faculty with ready access to timely information about the budget/fiscal status of their research

projects

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Why Use M-Reports?Coming Soon: Research

Initial content includes: Summary of Sponsored Projects by PI/SAPOC Project Grant Budget Status Report (“PBSR”)

Roll-out approach: gradually add content, features, and users. Pilot users receive initial content Add drills to detail reports for budget, expenditures, PO/REQ

encumbrances, estimates, and unit-defined commitments. Roll out to campus PIs and SAPOCs

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Why Use M-Reports?Coming Soon: Research

Campus Research Administrators recommendations:

Keep it simple• Display key information in only a few columns

• Expand the page to see more information, when desired

• Round dollar amounts

Timing• Show the P/G balance as of the last month closed (Official

Balance) and the projected current balance (Projected Balance)

• Include Req/PO encumbrances in the Projected Balance

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Research Reports:Summary of Projects (SAPOC)

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The initial view of the Summary report displays the Official and Projected Balances for each Sponsored Project/Grant.

Click Show/Hide Balance Details to expand this view.

Click the link to go to the PBSR.

Research Reports:Summary of Projects (SAPOC)

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The initial view of the Summary report displays the Official and Projected Balances for each Sponsored Project/Grant.

Click Show/Hide Balance Details to expand this view.

Click the link to go to the PBSR.

Research Reports:Project/Grant Budget Status (PBSR)

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The initial view of the PBSR displays the Official and Projected Balances for the Sponsored Project/Grant.

Click Show/Hide Balance Details to expand this view.

Research Reports:Project/Grant Budget Status (PBSR)

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The detail view of the PBSR shows the data that makes up the Official, Adjusted, and Projected Balances for the Sponsored Project/Grant.

Drill to Expense Journal detail

Questions / Comments

Debbie Mero [email protected]

Mary Byrkit [email protected]

Cassandra Carson [email protected]

Thank You!

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