Financials Unit Liaison Meeting March 19, 2008

1. action knowledge information data Financials Unit Liaison Meeting March 19, 2008

2. Agenda • M-Reports Vision • Internal Controls – Employment Content • M-Reports Security Approach • Sponsored Research Content

3. Application Specific Reporting (e.g. PeopleSoft) M-Reports Business Objects Reporting M-Reports Vision Leadership, Faculty & Managers (~10,000 Users) Operational (~5,000 Users) Power Reporting (~3,000 Users) M-Reports provides an accessible and easy to use reporting method that University executive officers, deans, directors, chairs, faculty, managers, and administrators can use to view and analyze management data.

4. M-Reports Vision • M-Reports enhances a unit’s business intelligence by delivering management reports in a customizable user interface. This system will provide: • Guided analysis on specific reporting topics with links that drill-down to associated detail. • Alerts, metrics, and personalizedreports based on individual user ‘s profile, preferences, and role-based security. • Report data sourced from the appropriate database (e.g., M-Pathways Production and ODS, UM Data Warehouse, unit systems). • Content developed and published by MAIS CPUs and University units. • An intuitive interface that requires no training.

5. Why Use M-Reports Today? Internal Control Reports - Employment • Approximately 80% of University expenditures are salary and benefit related. • M-Reports provides “at a glance” and guided analysis of operational, strategic, financial, and compliance data for your unit(s). • This information can help financial certifiers to: • Identify employment trends and exceptions. • Compare actuals to expectations. • Minimize risks. • Enable data-driven decisions (i.e., business intelligence).

6. Why Use M-Reports Today? Internal Control Reports - Employment M-Reports displays the Internal Controls – Employmentreportsin a customizable interface that allows financial certifiers to: • Easily view and analyze faculty, staff, and temporary pay. • Identify appropriate supplemental pay (e.g., overtime). • Compare compensation data by percentage or dollar amount for multiple Fiscal Years. • Certify that compensation and supplemental pay amounts are reasonable for your unit(s). • Certify that employment controls are appropriate for your unit(s).

7. Internal Controls – Employment Reports Criteria Bar allows you to set, modify, and save report parameters. High Level Metrics provide quick information. Select a time period to display data in the Graphical View. Click a link to drill down to detail information.

8. Internal Controls – Employment Reports • The Criteria Bar identifies the data displayed in the reports. • Available from the My M-REPORTS tab and in the reports. • Add, edit, save, and delete report criteria as appropriate. • Click the magnifying glass icon to display a list of values from which to select for that parameter.

9. M-Reports Security Approach • M-Reports access granted automatically based on user’s attributes. For example, • M-Pathways role • Jobcode • Departmental security may apply to M-Reports content. • Internal Controls – Employment: Dept. security based on the user’s primary appointing department and the department group roll-up. • Currently roll-up based on the UM_ORG_GROUP tree. • In the future, roll-up will be based on the UM_DEPT_REPTG tree. • Changes to a user’s primary appointing department automatically removes M-Reports Internal Controls – Employment access. • Research: No Dept. security • Request additions/exceptions to a user’s default access with an online access request in OARS. • Requests to reinstate access must be done through OARS.

10. Why Use M-Reports?Coming Soon: Research • Joint charge to MAIS from the Provost, Executive Vice President/Chief Financial Officer and the Vice President for Research: Provide faculty with ready access to timely information about the budget/fiscal status of their research projects

11. Why Use M-Reports?Coming Soon: Research • Initial content includes: • Summary of Sponsored Projects by PI/SAPOC • Project Grant Budget Status Report (“PBSR”) • Roll-out approach: gradually add content, features, and users. • Pilot users receive initial content • Add drills to detail reports for budget, expenditures, PO/REQ encumbrances, estimates, and unit-defined commitments. • Roll out to campus PIs and SAPOCs

12. Why Use M-Reports?Coming Soon: Research • Campus Research Administrators recommendations: • Keep it simple • Display key information in only a few columns • Expand the page to see more information, when desired • Round dollar amounts • Timing • Show the P/G balance as of the last month closed (Official Balance) and the projected current balance (Projected Balance) • Include Req/PO encumbrances in the Projected Balance

13. Research Reports:Summary of Projects (SAPOC) The initial view of the Summary report displays the Official and ProjectedBalances for each Sponsored Project/Grant. Click Show/Hide Balance Details to expand this view. Click the link to go to the PBSR.

14. Research Reports:Summary of Projects (SAPOC) The initial view of the Summary report displays the Official and ProjectedBalances for each Sponsored Project/Grant. Click Show/Hide Balance Details to expand this view. Click the link to go to the PBSR.

15. Research Reports:Project/Grant Budget Status (PBSR) The initial view of the PBSR displays the Official and ProjectedBalances for the Sponsored Project/Grant. Click Show/Hide Balance Details to expand this view.

16. Research Reports:Project/Grant Budget Status (PBSR) The detail view of the PBSR shows the data that makes up the Official, Adjusted, and Projected Balances for the Sponsored Project/Grant. Drill to Expense Journal detail

17. Questions / Comments • Debbie Mero dmero@umich.edu • Mary Byrkit marybyrk@umich.edu • Cassandra Carson clcarson@umich.edu Thank You!