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ESUP Reporting Update

ESUP Brown Bag�June 18, 2014

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  • Reporting Tools
    • Data Warehouse, UM Reports, UM Analytics

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    • Report Development
      • UM Reports needed by functional areas going forward by retrofitting current report or building new

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    • Report Access
      • Leverage the Portal technology for the Reporting Center

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Reporting & Data Management (RDM) Scope

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  • Meet Go-Live reporting and data needs identified through workstream IDP sessions

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  • Align central reports to business processes

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  • Identify real-time data needs and update reports as needed

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Student Reporting

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Student UM Report Dispositions

What’s Happening?

# of Reports

Example Reports

Where will I find it?

The existing UM Report will be updated. Faculty and staff who currently use this report will notice little or no change

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Major/Minor Roster, Student Group Roster, Education Abroad Reports

Reporting Center

PS Page(s) with real-time data will replace the UM Report

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Class Permission Numbers, Registration Summary

Reporting Center

PS Report with real-time data will replace the UM Report

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Class Schedule Summary, Financial Aid Summary & Detail

Reporting Center

UM Analytics Report will replace the UM Report

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Grade Distribution

Reporting Center

UM Report will be retired

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Course Scheduling - Non-Standard Times, Promissory Notes Report

n/a

Cognos Cubes retired

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OSF Annual Report

n/a

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  • Meet Go-Live reporting and data needs

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  • Align central reports to business processes

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  • Ensure access to current and historical data due to changes in business processes

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HRMS Reporting

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HRMS UM Report Dispositions

What’s Happening?

# of Reports

Example Reports

Where will I find it?

Report remains largely unchanged: changes reflect new business processes and appointment structures

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Job Code Average Salary

Employee Job History

Reporting Center

Report remains largely unchanged

9

Payroll Account & Encumbrance Summary

Reporting Center

PS Page with real-time data will replace UM Report

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Position Management Organizational Charts

Personnel Detail Information

Reporting Center

Existing UM Report will be static with historical data

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Teaching Appointment Plan

Reporting Center

PS Reports with real-time data will replace UM Report

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Employed Students with Need and No Need Work study

Reporting Center

UM Report will be retired

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Personnel Basic Info

Pre-Payroll Distributions

n/a

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  • Maintain performance and usability standards for existing UM Report finance inventory

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  • Ensure consistent and accurate reporting

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Finance Reporting

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Finance UM Report Dispositions

What’s Happening?

# of Reports

Example Reports

Where will I find it?

Report remains largely unchanged

50

  • Account Budget Status for Current Non-Sponsored Funds
  • Transaction Detail
  • Chartfield String Budget Status for Current Non-Sponsored Funds
  • Sponsored Award Overview
  • Sponsored Project Detail

Reporting Center

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What’s Happening to UM Reports

Available at upgrade.umn.edu (‘What’s Changing’ Link)

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UM Report Detail

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  • Changes in business processes are resulting in changes to tables

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  • Changes are shared with tertiary systems through the IDEAA group

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  • Summary and detail information is available to users through a spreadsheet of Data Warehouse changes

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Data Warehouse

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Data Warehouse Changes - Summary

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Data Warehouse Changes - Detail

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Data Warehouse Changes - New Codes

Spreadsheet available: z.umn.edu/ideaa, choose “Files” then “Current Mapping Documents”

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What is it?

    • Central catalog of enterprise level reports within the new Portal
    • Provides direct access (links) to reports from multiple university reporting tools
    • Place for report users to get assistance

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Who is it for?

      • Current UMN faculty and staff

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The Reporting Center

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Reporting Center Scope

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  • EDMR Steering Committee is the business owner

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  • Goals of shared data, understanding, tools, and development

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  • Feedback of the concept and design from:
    • End users through usability testing and system campus groups
    • Workstream input and review
    • Presentations to reporting groups, workstreams

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Reporting Center: Process

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What’s the new myU portal?

The purpose of the new MyU portal is to help people be successful in getting their business done at the U.

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Time Line

  • June – Share Initial Build of Reporting Center

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  • June – Data Warehouse, Release 1

(DWAD, DWSA, DWSR, DWSF, DWSS)

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  • July – Data Warehouse, Release 2

(DWHR, DWPY, DWEO, DWGR, DWTA, DWEA, STIX)

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  • August – Test Move 3, Convert Data

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  • September – ‘Go Live’ RDM Reports Built

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Progress

  • Testing
    • Workstreams currently testing PeopleSoft
    • Report testing throughout summer and into the fall

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  • UM Report Development
    • 84% of Student reports built
    • 16% of Finance reports built
    • 86% of HRMS technical specifications complete

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Change Management & Communications

  • Reporting Center
    • Sneak Peak
    • Preview Training Video
    • Job Aids
  • UM Reports List webpage
  • Early Adopters/Advance Teams

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To learn more visit upgrade.umn.edu

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Questions?