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Monday, March 16, 2015

Transitioning From UM Reports

Obscure image of the reporting centerThe Upgrade will usher in a new Reporting Center that consolidates UM Reports, UM Analytics, and PeopleSoft reports. Features include improved search function, real-time data, ability to "like" favorite reports, and links to reporting tools.

The Readiness Assessment recently revealed that people still have questions about the new Reporting Center related to previously saved Favorites and Bookmarks. Review these training resources, the detailed information about changes to reports, and the following FAQs.

Will the UM Reports Homepage be available after The Upgrade?

No, the Reporting Center will replace the UM Reports homepage as part of The Upgrade.

Will my UM Reports favorites transfer to the Reporting Center?

No, the UM Reports links you saved and used prior to The Upgrade will not carry forward into the new system. To prepare, follow these steps:
  1. Login to UM Reports (www.umreports.umn.edu)
  2. Scroll to the bottom of the home page
  3. Under "Reports" click on each triangle to expand the categories
  4. Print the page or copy all report titles listed
  5. After Go-Live, use this list to create your new list of favorites in the Reporting Center

Will I have the same security access as I did in UM Reports?

Yes, your security will be the same. A feature of the Reporting Center is that you can now see the links to all reports even if you don’t have access so that you know what other reports are available.

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