M-Reports Now Offers Financial Trend Reporting!

08/11/09

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!