Learn how to use the Reporting Center

In the new Reporting Center in MyU, you will be able to access enterprise reports from UM Reports, UM Analytics, and PeopleSoft. Report categories include Finance, Research, Physical Asset Management, HR Management, and Student Services.

Find the following tips and more in this easy-to-use Anatomy of the Reporting Center:

• You can filter reports by title. 
• Put your commonly used reports in My Favorites by clicking the blue start next to the report title.
• Hovering over report titles will display descriptions and business rules.
• Clicking the "i" icon will open a Help document specific to that report.

Reports before, during, and after The Upgrade

Here are details on how report users can prepare for the systems interruption, April 10-20, and what to do after upgraded systems launch on April 20.

Before and during the cutover:

• See changes to UM Reports, UM Analytics, and PeopleSoft reports.
• Document favorite/bookmarked UM Report links now since they will not work after The Upgrade.
• View Reporting training materials.
• During cutover, UM Reports will be available with data as of April 9.
• Encumbrances related to payroll and fringe activity will be zeroed out before cutover and will remain at zero until after the next payroll runs on April 29. If you need April encumbrance amounts for payroll and fringe, run reports on April 7, before 4:00 p.m.

On and after April 20:

• The new Reporting Center will consolidate UM Reports, UM Analytics and PeopleSoft reports. 
• The UM Reports homepage will redirect to: MyU > Key Links > Reporting Center.
• Check the "as of" date on each report to see when data was updated.
• Follow these instructions if you have trouble with pop-up blockers.
• Printing experiences may vary by browser. If your browser window does not show a printer icon, use Ctl-P to initiate printing.
• View the UM Reports list to determine if a report was updated, replaced, or retired. Retired reports will not appear.
• Everyone can see all report links, even if they don't have access. Trying to run a report without access will generate an “access error” message.
• Important updates will be posted on the Reporting Center homepage.

Transitioning From UM Reports

The 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.

After The Upgrade: Reports

A PeopleSoft upgrade plans to go live in April 2015*. It will usher in a new Reporting Center that consolidates UM Reports, UM Analytics, and PeopleSoft reports.

The Reporting Center provides a single window into commonly used reports from multiple reporting tools. Features include: Improved search function, real-time data, ability to "like" favorite reports,  links to the data warehouse web query tool, HRMS query viewer, and EDMS. 

Here is some important information for people who use reports:

• Some reports will have different names and content.
• UM Reports favorites and bookmarks will not transfer, so save a list in order to find them after The Upgrade
• If you have created and saved ad-hoc queries in the Data Warehouse, they may need to change due to business process changes.
• During the one to two-week system cutover period in April, most UM Reports will be view-only with static data.
• Find out details about reporting changes.
• Watch a short video to prepare for the new Reporting Center.

*This article was updated on 02/04/2015 to reflect the most recent timing information.

After The Upgrade: Reports

In April 2015*, the PeopleSoft upgrade is scheduled to usher in a new Reporting Center that consolidates UM Reports, UM Analytics, and PeopleSoft reports.The Reporting Center provides a single window into commonly used reports from multiple reporting tools. Features include: Improved search function, real-time data, ability to "like" favorite reports, links to the data warehouse web query tool, HRMS query viewer, and EDMS. 

Here is some important information for people who use reports:

• Some UM Reports will go away because they aren't frequently used or the information is duplicated elsewhere.
• Some reports will have different names and content.
• UM Reports favorites and bookmarks will not transfer, so save a list in order to find them after The Upgrade
• If you have created and saved ad-hoc queries in the Data Warehouse, they may need to change due to business process changes.
• During the one to two-week system cutover period in April, most UM Reports will be view-only with static data.
• Find out details about reporting changes.
• Watch a short video to prepare for the new Reporting Center.

*This article was updated on 02/04/2015 to reflect the most recent timing information.

MyU Preview: Reporting Center

MyU Preview is a series giving a peek into pages within the new MyU. Keep in mind MyU is in development and some things will change between now and Go Live.

After the new MyU launches, you’ll get to the Reporting Center by logging into MyU and finding it under “Key Links” in the main menu. Here are just a few of its features. Click the image to enlarge.

Questions? Contact esup@umn.edu.

Position Management and Reporting Center Key Topics of August HR Stars’ Meeting

More than 80 people participated in-person and online at the HR Stars meeting on Aug. 26 on the Twin Cities campus. The Stars are a key advance team of more than 100 HR professionals throughout the five system campuses that was organized by the Office of Human Resources to provide valuable leadership, insight, and advice regarding the upgrade of the Human Resources Management System, as well as the larger Enterprise Systems Upgrade Program. The Stars convene monthly and serve as important resources within their units.

During its meeting, the group heard a presentation about the new Position Management capability that will be part of the HRMS upgrade to PeopleSoft 9.2, which plans to go live in April 2015*. Among the data collected in Position Management will be position number, job title, salary plan, supervisor, supervisees, and other information. According to Lori Mein, business process owner in the Office of Human Resources, Position Management is the “heart” of the HRMS.

“Everything starts with, and follows, Position, and it is essential to many HRMS functions,” Mein said. “Position management makes automated approvals, workflows, and data updates possible.”

Carrie Meyer, co-facilitator of the HR Stars, addressed the group at its August meeting.

The Stars also benefited from a demonstration of the new Reporting Center that will be part of the Enterprise Systems Upgrade Program. University faculty and staff will access the center through the new MyU portal and be a catalog of reports from multiple sources like UM Reports, UM Analytics, and PeopleSoft in one location. Amy Winkel and Amy Schult, from the Reporting and Data Management team, led the discussion and answered questions.

The Stars’ meeting was led by the group’s new co-facilitators, Teri Spillers, from the Office of Human Resources, and Carrie Meyer of the Controller’s Office. Kathy Brown, Vice President for Human Resources, kicked off the meeting and thanked the group for sharing information about the upgrade within their units.

To see a video recording of the meeting, please click here. For more information about the HR Stars, or the group’s upcoming meetings, please contact Nicole Salm in the Office of Human Resources at (612) 626-2286 or salm0078@umn.edu.

*This article was updated on 02/04/2015 to reflect the most recent timing information.

IDEAA iCOP June meeting recap

The Integrating Data, Enterprise Architecture, and Applications (IDEAA) informal community of practice held its most recent meeting on June 24. IDEAA is a venue where the University IT community can discuss ESUP and the coming changes to the data, processes, and technology powering critical data systems such as the Data Warehouse and the x.500 directory.

Agenda items included:

• ESUP Portal and Student updates - William Dana, Portal and Student project director, shared how the portal will be a new tool to aggregate services from different areas customized to each individual with its main focus on helping people get their University business done. William also highlighted a few changes coming in the Student area like replacing the Course Guide application, integrating Moodle and the new Faculty Center, and re-baselining security.

• Reporting Center demonstration and Knowledge Base update - Amy Schult, business analyst from the Reporting and Data Management team, gave a brief demonstration of the new Reporting Center, a centralized place to display and organize enterprise level reports within the new MyU portal and covered the Knowledge Base, a tool being built for report writers and developers.

• ESUP and file transfers - Bernardo Prigge, from the Infrastructure team, talked about a new file transfer service coming with ESUP.

• Data Warehouse - Bill Collings, from the Integration team, gave updates on changes coming to the Data Warehouse.

• University systems and applications - Janie Moore, from the Integration team, provided status updates from colleges and departments with applications that pull data from PeopleSoft.

Click here to watch a recording of the June meeting.

The next meeting of the IDEAA group will be on July 22, from 9:30 to 11:00 in room 402 Walter Library or on Google Hangouts at http://z.umn.edu/ideaalive. Click here for more information about IDEAA and to find recordings of earlier meetings.

ESUP Reporting information sessions and program status update

On June 18, ESUP staff presented the latest information on the Program’s status as a whole and its efforts around University reporting and data management to approximately 100 colleagues.

Amy Winkel presenting at the reporting and data
management information session in Nicholson hall

Dennis Wenzel, executive program director, gave an overall Program update recognizing the progress and effort made so far, the hard work and high level of collaboration on the project from across the University and acknowledging the road ahead won’t be easy.

Amy Winkel, Amy Schult, and Barbara Scotford from the Reporting and Data Management team also talked about their team’s scope for ESUP with more specific information about what’s happening with UM Reports, the Data Warehouse, and the new Reporting Center, which is being developed as part of the Program.

Amy Schult presenting
on the new Reporting Center

“I was most interested in the status and new developments in UM Reports,” said Mark Bultmann, director of Advising Initiatives and coordinator of Special Scholarships. “It is my lifeline to data for the student groups I monitor. I also appreciated the Reporting Center job aid and the features highlighted on that document.”

Click here to watch a recording of the first session, to see the reporting presentation, and to see the Reporting Center job aid used at each session.

ESUP Question...Is UM Reports going away?

With a project as large as the Enterprise Systems Upgrade Program (ESUP) there are bound to be questions and rumors about what’s changing and what’s really happening. Thank you to Stephanie Betterman, from the Department of Horticultural Science, who emailed the Program with a question around the topic of reporting. Stephanie wrote, “There are rumors in my department that with the implementation of the new portal, the University will be taking UMReports away. Is there any truth to this?”

This rumor is false. UM Reports is not going away as part of ESUP, however what is changing is how University faculty and staff will access reports contained in UM Reports.

The majority of current, individual UM Reports will be available in the new Reporting Center. Data for some reports will be delivered through new functionality like PS Reports or PS Pages. In the near future, a list of current UM Reports with information on what is happening to each report as a result of the upgrade, will be posted on ESUP’s web site.

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

Please watch this short ‘Sneak Peek’ video about the Reporting Center for an introduction to this new tool.

Thanks again to Stephanie for submitting her question and letting us use her name in this publication. Please email other questions or rumors to esup@umn.edu. We will contact you before we use your name and question in any of our publications.