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EFS UM Reports Non-Sponsored Reports

EFS UM Reports Non-Sponsored Reports. http://www.umreports.umn.edu/ User Login, x.500 ID and password If reports are not saved on your home page, click “search reports” on left column Filter by: Category: Enterprise Financials; Sub Category: Non-Sponsored Reports

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EFS UM Reports Non-Sponsored Reports

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  1. EFS UM ReportsNon-Sponsored Reports • http://www.umreports.umn.edu/ • User Login, x.500 ID and password • If reports are not saved on your home page, click “search reports” on left column • Filter by: Category: Enterprise Financials; • Sub Category: Non-Sponsored Reports • Non-Sponsored Reports (Click) • Chartfield String Budget Status for Current Non-Sponsored Funds (Click) • Select Fiscal Year – Either 2008-2009 or 2009-2010 • Select Accounting Period, July = Period 1, Etc. • Hit “Submit”

  2. Non-Sponsored Reports (cont.) • Enter a Dept ID in the box (i.e., 11135), • Enter a Fund, (i.e., 1000), • Enter a Program (i.e., 20293), • Enter a FinEmplid (i.e., 2103412), Submit • You see the original conversion of old CUFS account and the new version with the new Chartfield 2 (CF2) • You can now give us just the CF2 and we will know which of your accounts to use.

  3. Non-Sponsored Reports (cont.) • When using services outside of ME, you must still give them all chart fields. • To see account budget status, click on “Account Budget Status for Current Non-Sponsored Funds” in right-hand corner • Red, underlined account codes, can be clicked on to view transaction detail • To run another report, hit the browser “back” button until you get to the value you need to enter.

  4. Sponsored Reports • Sponsored Reports (Click) • Sponsored Project Detail Report (Click) • Enter the Project Number (i.e., 00001863), Submit • Enter Acctg Date below: Today’s date, 03/22/2010 • Submit • You only need to give us the Project number when ME is processing transactions. • Areas outside of ME still need the full chart string for sponsored transactions

  5. EFS Notes • To capture all data for non-sponsored, run reports using Fund-Dept ID-Program-EmplID • Then sort by CF2 to view by CF2 • Financial data is updated nightly • Sponsored Reports will continue to be provided monthly by your Administrative Support staff • Check out the new Sponsored Reports • “Sponsored Award Overview” shows all child accounts associated with a Project • You can now name your non-sponsored chart strings

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