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Reports

Getting Started

Getting Started

On This Page:

• Running Predefined Reports
• Using the U-M Data Warehouse to Create New Reports (with links to data set descriptions)
• Data Sets in the U-M Data Warehouse
• Obtaining Access to Reporting Resources

The Reports section contains information about two options for obtaining reports that provide administrative data: using the U-M Data Warehouse to create new reports and running predefined reports.

Running Predefined Reports

The Predefined Reports Directory is a searchable repository, which lists the prewritten reports that are available and provides detailed information about them.

Select a view from the left column to display the information in this directory in various ways:

• Data Area displays the report entries according to major data area: CRAS, Development, Financials, Human Resources, Payroll, Physical Resources, and Student. (Note: This is the default view.)
• Business Process displays the report entries organized under more than 60 common U-M business processes. (Reports that are used to perform more than one business process are listed under each one.)
• Environment displays the report entries according to the environment that is accessed to obtain the data. The environments are: Data Warehouse, DSC Mainframe, FinODS, FinODS/FinProd, FinProd, HeODS/HeProd, HEProd, and Web.

Expand a category and access a detail page for a report entry. For example:

1. View the directory by Data Area
2. Click the blue triangle in front of Financials to display a list of four secondary categories: Budget and Source/Use, Financial Management, Procurement, and Unit Specific.
3. Click a blue triangle in front of one of the secondary categories to display the report entries in that category.
4. Click a report title to display the detail page for that report.
5. Use the Back button on your browser to return to the place in the directory from which you accessed the report detail page.

Click the links at the top or bottom of the directory lists to change the display or search the directory.

• Previous scrolls back to the information that was on the screen just before what is now there when you are viewing a list that runs more than one page.
• Next scrolls forward by a screen to display the next page of entries when you are viewing a list that runs more than one page.
• Expand displays every entry in the directory organized by the categories within the view you have selected.
• Collapse displays the main categories only (used to collapse a list after you expanded it).
• Search lets you enter specific information and locate all references to it that are in the directory. (See "Use the Search link" next on this page.)

Use the Search link to locate entries that contain specific information. The search function conducts a full-text search of the directory, which means that it will return a list of the directory entries that contain the word(s) you enter in the search box. When you search, you can specify:

• How retrieved entries are listed (most relevant first, oldest first, newest first).
• The number of entries the search should retrieve
• If those entries must contain the exact search word or if they can contain a variation of it (for example expense - expenses).

Using the U-M Data Warehouse to Create New Reports

You can use BusinessObjects (or a similar reporting tool) to write your own queries and obtain new reports from data sets in the U-M Data Warehouse.

Data Sets in the U-M Data Warehouse

Check the data set descriptions to learn what data they provide. Each description is followed by links to related documents, including data dictionaries, which describe the tables within each data set and the elements in each table. Data dictionaries also show connecting elements that enable you to create reports from data in multiple tables.

Obtaining Access to Reporting Resources

How to Request Access describes how to request access to reporting resources you need for your work, and it provides a link to the Online Access Request System (OARS).