UMHS FinanceWorkspace

https://findatamgr.dsc.umich.edu/workspace/index.jsp

UMHS FinanceWorkspace

What If I have a blank Homepage?

Utilize the “Use Current Page” button to set the “Home Page.”

UMHS FinanceWorkspace

How do I access the “UMHS Finance Workspace?”

Select “Explore” to access the UMHS Financial Reports folder.

UMHS FinanceWorkspace

How do I access the “Consolidated Financial Reports?”

1. Expand the "UMHS Financial Reports" folder

2. Expand the "Actual" folder

4. Double-click a report name to launch the report

3. Select the “Consolidated Financial Reports" folder

UMHS FinanceWorkspace

How do I access the “Financial Reports?”

1. Expand the "UMHS Financial Reports" folder

2. Expand the "Actual" folder

4. Double-click a report name to launch the report

3. Select the “Financial Reports" folder

UMHS FinanceWorkspace

How do I access the “Medical School Operational Reports?”

1. Expand the "UMHS Financial Reports" folder

2. Expand the "Actual" folder

3. Select the “Medical School Operational Reports" folder

4. Double-click a report name to launch the report

UMHS FinanceWorkspace

How do I access the “Cohort Reports?”

1. Expand the "UMHS Financial Reports" folder

2. Expand the “Budget and Forecast" folder

3. Select the “Cohort" folder

4. Double-click a report name to launch the report

UMHS FinanceWorkspace

How do I access the “Non-Cohort Reports?”

1. Expand the "UMHS Financial Reports" folder

2. Expand the “Budget and Forecast" folder

3. Select the “Non-Cohort" folder

4. Double-click a report name to launch the report

UMHS FinanceWorkspace

The “Preview User Point of View”

Upon launching a report, the “Preview User Point of View” appears. NOTE: the values default to the last value selected. At a minimum, you will want to change “Periods” and “Years.”

1. Click on the “Select…” button for “Periods.”

UMHS FinanceWorkspace

The “Preview User Point of View”: Select “Period”

1. Expand out the selection criteria by clicking on the “+” sign

2. Select the specific value you want to filter on

3. Click the “OK” button

UMHS FinanceWorkspace

Why do I receive an error running the Cash report?

NOTE: Cash reports are based on a fiscal month basis, so you need to qualify on a specific month.

Selecting “Quarter” values on the “Cash” reports will not generate results, and produce an error

UMHS FinanceWorkspace

The “Preview User Point of View”: Select “Years”

Upon launching a report, the “Preview User Point of View” appears. NOTE: the values default to the last value selected. At a minimum, you will want to change “Periods” and “Years.”

1. Click on the “Select…” button for “Years.”

UMHS FinanceWorkspace

The “Preview User Point of View”: Select “Years”

3. Click the “OK” button.

2. Select the specific value you want to filter on

1. Expand out the selection criteria by clicking on the “+” sign

UMHS FinanceWorkspace

The “Preview User Point of View”: Run Report

Click the “OK” button to run the report.

UMHS FinanceWorkspace

The Report is Returned

NOTE: You can also filter on a specific attribute within the report.

UMHS FinanceWorkspace

Save Results

1. Save the results by selecting File>Excel>Fully-Formatted Grids and Text.

2. Once the “File Download” interface appears, select “Save”, and save to your desktop, or location of your choice.

UMHS FinanceWorkspace

Print Results

1. Click on the “Open in PDF” icon.

3. Select printer criteria, and click “OK.”

2. Click on the “Print” icon.

UMHS FinanceWorkspace

Workspace and reports are organized in a “tabular” design.

Workspace Environment