Non-sponsored Projects Now Available in M-Reports

03/03/09

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.