August 11, 2009

M-Reports Now Offers Financial Trend Reporting!

Two new Source/Use reports are now available in M-Reports that allow you to view revenue and expense trends over time for your department/department group:
-- Source/Use At-A-Glance - displays revenue and expense levels for the current and four prior fiscal years, using bar graphs, line graphs, and percentages to enable quick comparisons.
-- Source/Use Projections - provides a revenue/expense comparison for the current and three prior fiscal years as of an Accounting Period (e.g., JULY 2009). Projected amounts are based on prior fiscal year trends.

With M-Reports you can:
-- Identify trends by Source/Use category over multiple fiscal years.
-- Link to underlying transaction detail, including, payroll, benefits, student financials, invoices, and vouchers (Projections report only).
-- Select various groups of departments within a school, college, or department group to facilitate reporting and analysis.
-- View Source/Use data by all Funds, one Fund, or a Fund Group.

Access M-Reports on Wolverine Access. The navigation path is: University Business > Reporting > M-Reports. Once in M-Reports, click the FIN. MGMT tab and select from the Source/Use options in left navigation menu.

Remember, your uniqname, UMICH Kerberos password, and MToken are required to log into M-Reports. If you are a faculty member without an MToken, check the “I don’t have an MToken” checkbox on the Weblogin screen. To obtain an MToken, visit an MToken Distribution Center

FOR ASSISTANCE OR QUESTIONS
Contact the MAIS Help Desk:
-- Phone: 734-936-7000, option 7
-- E-mail: maishelpdesk@umich.edu

For instructions on exporting the Source/Use reports to Excel, click the Help link in M-Reports and open the Source/Use Reports - Exporting topic.

To learn more about M-Reports, visit the U-M Business Intelligence Web site.

To: Departmental financial report users
From: Office of Budget and Planning
Date: August 11, 2009
Subject: M-Reports Now Offers Financial Trend Reporting!

Posted by hengeshl at 01:57 PM

May 07, 2009

M-Reports now offers Source/Use financial reporting online!

The Source/Use Year-To-Date report allows you to compare revenue (i.e., sources) to expenses (i.e., uses) for a department/department group over time to identify trends and anomalies. With M-Reports, you can:
-- Identify high-level balances by Fund/Fund Group for a fiscal year.
-- Analyze sources of revenue and spending by Fund/Fund Group over time.
-- Link to underlying transaction detail, including, payroll, benefits, student financials, invoices, and vouchers.
-- Select various groups of departments within a school, college, or department group to facilitate reporting and analysis.

Access M-Reports on Wolverine Access (http://wolverineaccess.umich.edu). The navigation path is: University Business > Reporting > M-Reports. Once in M-Reports, click the FIN. MGMT tab Reports, click the FIN. MGMT tab and select Source/Use Year-to-Date from the left navigation menu.

Remember, your uniqname, UMICH Kerberos password, and MToken are required to log into M-Reports. If you are a faculty member without an MToken, check the “I don't have an MToken” checkbox on the Weblogin screen. To obtain an MToken, visit an MToken Distribution Center <http://www.mais.umich.edu/mtoken/mtoken_distribution.html>


To learn more about M-Reports, visit the U-M Business Intelligence Web site at: <http://www.bi.umich.edu/products/web_reporting.html>.

FOR ASSISTANCE OR QUESTIONS
Contact the MAIS Help Desk:
-- Phone: 734-936-7000, option 7
-- E-mail: maishelpdesk@umich.edu

To view this message in HTML format, visit <http://www.mais.umich.edu/project_infocenter/bi_home.php>.

Orignal message sent:
To: Departmental financial report users
From: Cheryl Soper, Controller and Director of Financial Operations
Date: April 30, 2009

Posted by hengeshl at 12:09 PM

March 03, 2009

Non-sponsored Projects Now Available in M-Reports

M-Reports, a business intelligence reporting application, now provides online financial reports for UM-Funded, Gift, and Other projects. These reports give Research Project Investigators and Administrators a more complete view of "non-sponsored" projects' financial status.

BENEFITS
Those who already use M-Reports to view sponsored project financial reports, find the system intuitive and the financial detail beneficial.

The “at-a-glance” reports for “non-sponsored” projects allow you to quickly:
-- Identify high-level balances for your project/grant(s)
-- Review revenue, expenditure, and projections for future project commitments (e.g., salary, benefits, financial aid)
-- Determine if UM-Funded, Gift, or Other project/grants should be closed due to inactivity. (To close a project, see the Unit Defined Project/Grant Maintenance Form on the Financial Operations Web site.)

FEATURES
Once in M-Reports, click the FIN. MGMT tab to:
-- Obtain official and projected balances for your open “non-sponsored” projects from the Summary of Projects Report.
-- View a project's balance by revenue or expense account (appropriations, staff salaries, communications, etc.) on the Project Grant Activity Report.
-- Link to the underlying transaction detail, such as vouchers and estimated future salary expenditures. Detail is available for the current and the prior three fiscal years.

If you also use M-Reports to view Internal Controls – Employment reports, select Summary of Projects from the left navigation menu on the FIN. MGMT tab to view your UM-Funded, Gift, or Other project/grants.

ACCESS DETAILS
Your uniqname, UMICH Kerberos password, and MToken are required to log into M-Reports. If you are a faculty member without an MToken, check the “I don’t have an MToken” box on the Weblogin screen. To obtain an MToken, visit an MToken Distribution Center. Note: Reports are currently best viewed using IE 7 or Safari Web browsers.

To learn more about M-Reports, visit the U-M Business Intelligence Web site.

Posted by hengeshl at 10:03 AM

Join the BI Community of Experts (BICE)

Interested in learning more about BI? Join BICE: 400+ individuals across campus who network, share resources, and develop skills.

Posted by hengeshl at 09:48 AM

U-M Business Intelligence Wiki

A place to capture ideas, share knowledge, and promote your own BI initiatives.

Posted by hengeshl at 09:44 AM

Small Networking Groups Provide Peer Support

New small networking groups are forming around special BI topics! Members will closely interact with U-M professionals who share similar interests and goals. Apply for membership today!

Collaboration occurs at bi-monthly meetings and continues online at the BI Wiki. Check the BI event calendar to see when these groups are meeting.

Posted by hengeshl at 09:39 AM

Watch "Measurement and Systems Thinking" Event Replay

Edward Rothman discussed the critical questions of why we measure things, what we choose to measure, and how we measure them at the January Business Intelligence Community of Experts (BICE) event.

To watch a replay of the event or to view a summary, visit the BI Web site.

Rothman is a U-M Professor of Statistics and Director of the Center for Statistical Consultation and Research (CSCAR). He is a consultant to manufacturing firms and hospitals on quality management programs.

Posted by hengeshl at 09:28 AM

Free TDWI Membership for U-M Staff/Faculty

TDWI is a great resource for BI education, training, certification, news, and research.

Posted by hengeshl at 09:20 AM

February 09, 2009

New BOTV Episode for Admissions Rosters

Join us for a special episode of BusinessObjects TV (BOTV) on Thursday, February 12, at 9:00 a.m.

In this live 30-minute webinar, Mark Davis-Craig (MAIS) will demonstrate how to modify an Admissions Rosters report to eliminate high schools and schools from which the applicant didn't receive a degree. You can ask questions during the session via a chat tool. Level: Intermediate.

Register for this session at My LINC.

The recording of the session will be available in My LINC within 24 hours after the broadcast. For recordings of previous BOTV episodes and other upcoming sessions,
visit My LINC.

Posted by hengeshl at 10:46 AM

December 02, 2008

Data Sets in the U-M Data Warehouse

Provides links to descriptions, data dictionaries, and other reporting documents for each data set.

Posted by hengeshl at 02:54 PM

November 06, 2008

U-M BI Website

Stay informed about BI events, projects, and resources at U-M.

Posted by hengeshl at 03:31 PM

October 17, 2008

Running Predefined Reports

Contains information about running predefined reports that provide administrative data

Posted by hengeshl at 02:22 PM | Comments (0)

IT4U: Online training

Library of recordings of 30-minute webinars on BusinessObjects WebI, M-Reports, BI careers, and other topics.

Posted by hengeshl at 02:22 PM | Comments (0)

HR Metrics Training & Support Documentation

Provides detailed steps for using the HR Metrics tool

Posted by hengeshl at 02:21 PM | Comments (0)

What is Business Intelligence? Online Tutorial

A brief, high-level introduction to the basic concepts, practices, and benefits of BI

Posted by hengeshl at 02:19 PM | Comments (0)

BI Reorganization Background Information (PDF)

Details about the new Business Intelligence division within MAIS

Posted by hengeshl at 02:18 PM | Comments (0)

October 13, 2008

M-Reports Offers Sponsored Research Financials

M-Reports now provides sponsored research financial reports online, giving faculty a complete view of a sponsored project’s financial status and includes a BI component that gives a projected balance.

This tool is a significant step towards fulfilling the University’s goal of providing faculty with ready access to timely information about the budget/fiscal status of research projects.

Volunteer faculty researchers piloted the online reports and found the financial detail and system features beneficial and very easy to use. The reports include budget, expenditures and projections for future project commitments (e.g., salary, benefits, financial aid).

"At-a-glance" reports quickly enable a user to:

To learn more about M-Reports, view a demo and visit the U-M Business Intelligence Web site. M-Reports will expand in the future to include non-sponsored project/grant reporting, "what-if" modeling and links to other areas of University business (e.g., Faculty Business).

Posted by hengeshl at 12:58 PM | Comments (0)

HR Metrics is Live!

Working with HR data just became easier and faster with a new tool called HR Metrics. U-M HR personnel can now complete their tasks more efficiently thanks to the web-based tool.

HR Metrics captures HR and Financial data from M-Pathways to facilitate strategic decisions involving human capital management and staffing trends. This business intelligence solution simplifies the review and analysis of data.

The tool offers users a Drill to Detail option, making it easier to see the "people behind the numbers." HR Metrics also alerts users to trends requiring intervention and facilitates internal benchmarking. Users can use the tool to quickly create ad-hoc reports to meet specific reporting needs.

A limited number of licenses are available. If you would like to request access to HR Metrics, please see your HRMS Unit Liaison for more information.

To learn more about HR Metrics, view a demo of HR Metrics and visit the U-M Business Intelligence website. Training and support documentation is available in My LINC (keyword: HR Metrics).

HR Metrics was developed in partnership by University Human Resources (UHR), Health System Human Resources (UMHS) and Michigan Administrative Information Services (MAIS) as part of the commitment to improving data-driven decision making.

Posted by hengeshl at 12:56 PM | Comments (0)

M-Reports Selected as Award Finalist

Microsoft has selected U-M’s M-Reports as a finalist for its second annual "Pervasive BI & Performance Management Award." The award is designed to recognize organizations that have been successful in driving widespread use of the Microsoft BI offering.

M-Reports is an online reporting environment that delivers management reports in a customizable, intuitive user interface. University decision-makers use the application to efficiently process real-time information in order to reduce risk and recognize trends which may have otherwise gone unidentified.

M-Reports was one of the first projects on campus to use Microsoft .NET technology and the Microsoft Business Intelligence toolset to create a dimensional model of data. This OLAP technology allows for instant data retrieval– a vast improvement from the 20 minutes it used to take to run a single report.

Finalists were honored at the Microsoft BI Conference in Seattle on October 8. To learn more about M-Reports, view a demo and visit the U-M Business Intelligence Web site.

Posted by hengeshl at 11:44 AM | Comments (0)