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UM Report List Details

Below are UM Reports included as part of the Enterprise Systems Upgrade Program (ESUP). Please note, this is not the complete list. We will add individual reports as they move through development and testing so please visit this page regularly.

All the reports listed on this page will be available in the new Reporting Center when the ESUP systems launch in the spring of 2015. The short video below introduces the Reporting Center and demonstrates how University faculty and staff will use this new tool to find reports in the future. 

YouTube Video


Reports tied to business processes

To the extent possible, University staff in the Interactive Design & Prototyping (IDP) sessions linked reports to their related business processes as part of the discrete work function and usually associated with a module or page in PeopleSoft. Each report listed below was addressed during an IDP session. Below is a brief description from each work stream describing what's happening to UM Reports in their respective area:

Finance
All UM Reports for Finance are staying the same. Only the manner of accessing these reports is changing.

HRMS
Most HRMS reports from UM Reports will be retained.
  • 33 will be retained while only 6 will be retired.
  • 24 of the 33 retained reports will have some new data fields to reflect the new appointment structure and business processes.
Student
211 UM Reports were analyzed during business process review. Analysis yielded different results to best provide data needed for the associated business process. Some reports will be retrofitted, some will take advantage of what PeopleSoft offers, and some data will be provided in other ways.

Communicating change

Please note, this is not the complete listBecause of differences in the impact, timing, audience size, and nature of the work, some reports will not be listed at the same time. Relevant report stakeholders will also receive targeted communication about specific reports and their affiliated business process. If you have questions, please contact esup@umn.edu.
Showing 136 items
Report NameReport ID NumberWorkstreamReport DescriptionWhat's happening to this reportWhere to Find this Report after Launch
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Report NameReport ID NumberWorkstreamReport DescriptionWhat's happening to this reportWhere to Find this Report after Launch
Encumbrance Summary 545 Finance This report provides encumbrance balances for the specific set of chart field values entered on the prompts, or for all chart field values (chart strings) for the RRC, ZDeptID(s) and DeptID(s) selected. The encumbrance data is reported at the full chart string, transaction, transaction line and distribution line level through the accounting date entered or fiscal year/accounting period selected on the report prompts. Only encumbrance distribution lines with a balance other than $0.00 are rendered on the report.  Only the manner of accessing this report is changing. Reporting Center 
Position Budgeting Distribution Detail 539 Finance This report provides a detail list of position budget distributions lines. The detail includes position, incumbent, detailed chartstring, salary and fringe budget amounts.  Only the manner of accessing this report is changing. Reporting Center 
Non Sponsored Activity By Fiscal Year 507 Finance Non Sponsored Estimated Run Time For This Report is 10 to 20 seconds. Summarizes month and fiscal year to date transactions (budget, resource, encumbrance and expense) through a specified calendar month and year. The report includes subtotals for resources and expenses, and subtotals for payroll/fringe and Non Payroll totals. Data is summarized at the budget account level (e.g., ""Travel""). Only the manner of accessing this report is changing. Reporting Center 
Account Budget Status for Current Non-sponsored Funds 424 Finance This report provides a budget status by selected chartfields for current non-sponsored funds. If needed, there is the option to include agency, and/or plant funds in the report. The report provides summarized approved budget and budget activity, by account, for the selected chartfield combinations. Only the manner of accessing this report is changing. Reporting Center 
Asset Management Depreciation Expense 569 Finance By fiscal year, this report renders depreciation expense for capital assets based on values entered or selected on the report prompts. The data rendered on the report is the depreciation expense through the last accounting period closed in the Asset Management module for the prompt fiscal year selected. The data may be rendered for Non-Sponsored data only, Sponsored data only, or a combination of Both. Only the manner of accessing this report is changing. Reporting Center 
Endowment Transaction 487 Finance  Only the manner of accessing this report is changing. Reporting Center 
Endowment Detail 482 Finance  Only the manner of accessing this report is changing. Reporting Center 
Accounts Receivable Activity by Invoice 567 Finance This report will show all activity for an accounts receivable item or group of items. This includes both payment and maintenance (write-off, matches, un-posting, etc.) activity. Only the manner of accessing this report is changing. Reporting Center 
Sponsored Project Summary by Budget Period 504 Finance Do I want to view my Sponsored Projects by budget periods? Estimated Run Time For This Report is 20 to 40 seconds Provides a list of Sponsored Projects with summary data for budget, encumbrances, expenses and balance remaining by Budget Period. Expense and encumbrance data are reflected based on dates of transactions. Drill to Sponsored Project Activity by Budget Period or Sponsored Project Activity by Project Period. Further drill to Payroll and Transaction Detail. Only the manner of accessing this report is changing. Reporting Center 
 Transfer Detail 557 Finance This report provides transaction detail for Transfer Journal Entries for a selected accounting period/fiscal year range or accounting date from/to range. Users may select a specific chartstring and Account Group (corresponding Transfer IN and Transfer OUT accounts). The report renders transfers in and transfers out in separate columns with totals and a net balance.  Only the manner of accessing this report is changing. Reporting Center 
Activity By Account 565 Finance This report provides summarized activity for selected accounts that has posted to the general ledger through a selected accounting period for a fiscal year. The data may be rendered for Non-Sponsored data only, Sponsored data only, or a combination of Both.  Only the manner of accessing this report is changing. Reporting Center 
Actual Account Summary by Accounting Period for Current Non-Sponsored Funds 489 Finance This report shows actual resources and expenditures by account for selected chart fields by accounting period(s) and fiscal year based on report prompts. The report includes data for Current Non-Sponsored, Agency and Plant funds. There is the option to include Carry Forward and Adjustments on the report.  Only the manner of accessing this report is changing. Reporting Center 
Position Budget Status vs Actuals 561 Finance This report provides a detail list of position budget vs actuals at the employee and chartfield detail level. The financial detail includes budget for salary and fringe, actuals, encumbrances, the remaining budget amount and percentage of budget left.  Only the manner of accessing this report is changing. Reporting Center 
Sponsored Project Activity by Budget Period 505 Finance Do I want to view my Sponsored Projects by Budget Periods? Estimated Run Time For This Report is 10 to 20 seconds. Summarizes budget period transactions (budget, encumbrance and expense) through the specified budget period. The report includes subtotals for direct and indirect. Data is summarized at the budget account level (e.g., ""Travel""). Only the manner of accessing this report is changing. Reporting Center 
Sponsored Projects in Deficit  568 Finance This report will provide the end user with summary level data for Sponsored Projects that are in deficit as of the report prompt date or system date. Overdraft calculations only take into consideration expenses. They do not include requisition or encumbrance amounts.  Only the manner of accessing this report is changing. Reporting Center 
Transaction Detail 509 Finance Detail Reports – drill from any of the 3 reports to either report below. It provides expense and encumbrance detail including a description for a selected Chartfield string or sponsored project and time period. Only the manner of accessing this report is changing. Reporting Center 
Transaction Detail 526 Finance This report is used for reconciliation of sponsored and non-sponsored transactional information. It is also used as a tool to monitor activity. It displays expense transactions for the selected chartfields summarized at budget account level between the Accounting Date From and To or for a Fiscal year and accounting Period Range. Only the manner of accessing this report is changing. Reporting Center 
Asset Management Disposal 572 Finance By the fiscal year associated to the 'Retirement Date', this report renders disposal information (tag number, in service date, retirement date, retirement type, trade in asset, etc.) for capitalized assets based on values entered on the report prompts. The data may be rendered for Non-Sponsored data only, Sponsored data only, or a combination of Both. Only the manner of accessing this report is changing. Reporting Center 
Chartfield String Budget Summary for Non-Sponsored Funds 480 Finance Provides a budget status report, summarized at the Deptid, Fund, and Program level, for current non-sponsored funds. If needed, there is the option to include agency and/or plant funds in the report. The report provides one row of data summarizing each line of budget activity at the program level.  Only the manner of accessing this report is changing. Reporting Center 
Sponsored Flexible Period Expense Summary 496 Finance This report is a snapshot of all expenses, rolled up to budget item, that were incurred against a project during a specific period of time.  Only the manner of accessing this report is changing. Reporting Center 
Payroll Detail 532 Finance This payroll report can be used to calculate burn rates, prepare forecasts and to get a point in time fiscal status(es) for both Non-Sponsored and Sponsored payroll activity. Please see the Help Document, Report Elements section, for grouping data by chartfield values, and information regarding date or accounting period range encumbrances.  Only the manner of accessing this report is changing. Reporting Center 
F&A Recovery 458 Finance This report is used by the University Community to track and manage the F&A Recovery funds received from Sponsored Projects.  Only the manner of accessing this report is changing. Reporting Center 
DeptID Approvers 524 Finance This report is used for monitoring the approvers by RRC, Zdeptid, deptid, transaction type and Approver Type. The report will return the Deptid approver information based on the transaction type and approver type for the CURRENT Fiscal Year. Users may filter by RRC, Zdeptid, Deptid in addition to the Transaction Type and Approver Tpe (see prompts below). The report will not identify approver by specific transaction.  Only the manner of accessing this report is changing. Reporting Center 
Position Budgeting Distribution Summary 652 Finance This report provides a summarized view of position budget distribution chartstring information. A drill down is available to the Position Budgeting Distribution Detail report.  Only the manner of accessing this report is changing. Reporting Center 
Sponsored/Non Sponsored Summary - Overall 503 Finance Do I want to view my Sponsored Projects and Non Sponsored chart strings? Estimated Run Time For This Report is 20 to 40 seconds Provides a list of Sponsored Projects and Non Sponsored chart strings associated to an X.500, includes summary data for budget, resources, encumbrances, expenses and balance remaining. Drill to Sponsored Project Summary by Budget Period, Sponsored Project Activity by Budget Period, Sponsored Project Activity Project Period or Non Sponsored Chart String Activity by Fiscal Year. Further drill to Payroll and Transaction Detail. Only the manner of accessing this report is changing. Reporting Center 
Chartfield String Budget Status for Current Non-sponsored Funds 425 Finance This report provides a budget status report by selected chartfields for current non-sponsored funds. If needed, there is the option to include agency, and/or plant funds in the report. The report provides full chartfield string information for each line of budget activity. Only the manner of accessing this report is changing. Reporting Center 
Budget Account versus Actual Activity - Current Non-Sponsored Funds 481 Finance This report is a budget versus actual report by selected chartfields for current non-sponsored, agency and/or plant funds.  Only the manner of accessing this report is changing. Reporting Center 
Encumbrance Detail report 488 Finance This report provides encumbrance detail for specific encumbrance transaction values entered on the prompts. The encumbrance data is reported at the full chart string, transaction, transaction line, distribution line and sequence number level through the accounting date entered or fiscal year/accounting period selected on the report prompts. This report renders data for all distribution lines associated to the transaction regardless of the distribution line balance. Only the manner of accessing this report is changing. Reporting Center 
Budget Prep Status by Chartfield String 479 Finance Provides the status of budget preparation by displaying the budgeted amounts by detailed chartstring. The report also displays the current budget and current actual amounts for each chartstring to use as reference when viewing the budgeted amounts. The report will only display chartstrings which have a budget line created for the upcoming budget year (current year +1) via the EFS budget development page/process.  Only the manner of accessing this report is changing. Reporting Center 
Encumbrance Detail Report 546 Finance This report provides encumbrance detail for specific encumbrance transaction values entered on the prompts. The encumbrance data is reported at the full chart string, transaction, transaction line, distribution line and sequence number level through the accounting date entered or fiscal year/accounting period selected on the report prompts. This report renders data for all distribution lines associated to the transaction regardless of the distribution line balance.  Only the manner of accessing this report is changing. Reporting Center 
Sponsored Project Activity by Project Period 506 Finance Do I want to view my Sponsored Projects by Project Periods? Estimated Run Time For This Report is 10 to 20 seconds Summarizes current month and inception to date transactions (budget, encumbrance and expense) through a specified calendar month and year. The report includes subtotals for direct and indirect. Data is summarized at the budget account level (e.g., ""Travel""). Only the manner of accessing this report is changing. Reporting Center 
Salary Cost Transfers 490 Finance This report is used to monitor the volume and timeliness of redirected (cost transfer) salary and fringe expenses.  Only the manner of accessing this report is changing. Reporting Center 
Submitted Proposal Processing Statistics 466 Finance This report will provide summary level data on proposals processed from sponsored projects. Report will count proposals and calculate percentage awarded for selected criteria.  Only the manner of accessing this report is changing. Reporting Center 
Asset Management Depreciation Schedule 570 Finance By fiscal year, this report renders scheduled depreciation expense for capital assets based on values entered or selected on the report prompts. The data rendered on the report is the scheduled depreciation to be processed after the last accounting period closed in the Asset Management module. The data may be rendered for Non-Sponsored data only, Sponsored data only, or a combination of Both. Only the manner of accessing this report is changing. Reporting Center 
Sponsored Awards in Deficit 474 Finance This report will provide the end user with summary level data for Sponsored Awards that are in deficit at a specific point in time. Overdraft calculations only take into consideration expenses; they do not include requisition or encumbrance amounts.  Only the manner of accessing this report is changing. Reporting Center 
Payroll Detail 508 Finance Detail Reports – drill from any of the three reports to either report below Estimated Run Time For This Report is 5 to 10 seconds Provides salary and fringe expense and encumbrance detail by employee for a selected Chartfield string or by sponsored project and time period.  Only the manner of accessing this report is changing. Reporting Center 
Sponsored Fixed Price Balances 477 Finance This report displays summarized information on fixed price balances for sponsored projects at a selected point in time. Report is intended for users having fiscal responsibility (central and academic levels) for sponsored projects. Report will display one row per sponsored project along with identifiers (Project ID and Contract Number), Project Title, Project Start and End Date, Investigator Name, and various project dollar amounts: finalized budget, pre-encumbrances, expenses, project balance, indirect cost balance, and direct cost balance. Default sort order is by Project ID, when report displays.  Only the manner of accessing this report is changing. Reporting Center 
Sponsored Award Overview 428 Finance This report is used to monitor award budget and spending by project(s). It lists all projects for a selected award or pre-award proposal and accounting date through.  Only the manner of accessing this report is changing.  
Chart String Exceptions 564 Finance This report identifies posted general ledger and/or commitment control chart string activity where no budget is (was) set up at the fund, deptid, program, project, chartfield1, chartfield2, chartfield3 and budget reference (CS = cost share) level within a selected fiscal year. The report is designed to assist central and academic units in identifying fiscal activity that wasn't planned (budgeted).  Only the manner of accessing this report is changing. Reporting Center 
Sponsored Award Summary 429 Finance This report is used to monitor active award, or pre-award proposal, and spending. You may view Active Sponsored Awards or Pre-Award Proposals for a RRC, ZDeptID, DeptID, PI, Sponsor or Contract Status by Accounting Date Through.  Only the manner of accessing this report is changing. Reporting Center 
Sponsored Project Detail 434 Finance This report is used to monitor detailed award spending at the project level. Project ID and Accounting Date Through or Through Month/Year is selected which will display information about the project's budgets, pre-encumbrances and encumbrances, expenses, available balances, cost share information, among others. Only the manner of accessing this report is changing. Reporting Center 
Accounts Receivable Status by Chart String 566 Finance This report will show invoices broken down at the chart string level showing the following data elements: invoice number, invoice date, total amount of invoice, amount invoiced for the specific chart string, and total collected for the specific chart string. In addition, any outstanding amount will be placed in it proper aging bucket (Current, 31-60,61-90,91-120, 120+)  Only the manner of accessing this report is changing. Reporting Center 
Award Processing Statistics 467 Finance Provides users with summary level data on awards processed on sponsored projects. Report will count and sum award modifications based on selected criteria. " Only the manner of accessing this report is changing. Reporting Center 
Non-Salary Cost Transfers 492 Finance This report is used to monitor the volume and timeliness of redirected (cost transfer) non-salary expenses.  Only the manner of accessing this report is changing. Reporting Center 
Sponsored Project Summary 462 Finance This report can be used to monitor spending (award and pre-award proposal) at the sponsored project level. Report information may be used to calculate burn rates, prepare forecasts and to get “point in time” fiscal statuses for sponsored projects. Transaction information (descriptive) for each project ID includes: project title and associated sponsor, award ID, department ID, start and end date, primary project indicator, and associated investigator name(s). Transaction information (financial) for each project ID includes: budget amount, pre-encumbrance/encumbrance amount, expense amount, indirect and direct project balances, project balance, and invoicing method.  Only the manner of accessing this report is changing. Reporting Center 
Salary and Fringe Detail by Pay Period 420 HRMS Displays employee salary and fringe charges for department(s) based on the selected pay period in the current or previous two fiscal years. UM Report remains largely unchanged. Changes to specific data fields reflect new business processes and appointment structure. Reporting Center 
Work Study Reimbursement 343 HRMS Displays students paid on work study budget with a summary of pay and adjustments for the account. Calculates the percent of reimbursement received and displays the expected percent reimbursement based on the item type. UM Report remains largely unchanged. Reporting Center 
Payroll Detail (drill thru from 93-Employed Students with Maxed Work Study Awards and Unmet Needs) 94 HRMS  UM Report remains largely unchanged. Reporting Center 
Comp Time Balances (drill thru from 86-Vacation, Sick and Comp Balances) 87 HRMS  This UM Report remains largely unchanged. Changes to specific data fields reflect new business processes and appointment structures. Reporting Center 
Employee Vacation/Sick Usage Summary 109 HRMS Drill thru from 86-Vacation, Sick and Comp Balances. UM Report remains largely unchanged. Changes to specific data fields reflect new business processes and appointment structures. Reporting Center 
Vacation, Sick and Comp Balances "86 (drill thrus 87, 109)" HRMS This report displays the current vacation, sick, and compensation time balances for eligible employees who have been set up in the PeopleSoft Leave Plans page as of the last payroll run date. This UM Report remains largely unchanged. Changes to specific data fields reflect new business processes and appointment structures. Reporting Center 
Work Study Reconciliation 342 HRMS The Work Study Reconciliation report provides information on Work Study transactions that have been moved from one account to another. UM Report remains largely unchanged. Reporting Center 
Employed Students with Unused Work Study Awards 92 HRMS Identifies employed students who have work study awards which are not being used. UM Report remains largely unchanged. Reporting Center 
Position Management Vacant Position List 441 HRMS This report provides you with a list of vacant positions for one, many or all departments within a single entity, companies UNS and UMN and paygroups. It lists vacant, active position information and the position’s previous incumbent job information in addition to the position’s reports to name, title and position number. UM Report remains largely unchanged. Changes to specific data fields reflect new business processes and appointment structure. Reporting Center 
Employee Multi Year Payroll Detail 35 HRMS The Employee Multi-Year Payroll Detail report allows you to view salary, fringe, and/or adjustments for one employee from fiscal years 2001 to present. You can choose to view one or more timeframe(s), pay period(s) and account string(s). UM Report remains largely unchanged. Changes to specific data fields reflect new business processes and appointment structure. Reporting Center 
Jobcode Description (drill thru from 31-NOA) 39 HRMS  UM Report remains largely unchanged.  Reporting Center 
YTD Employee Distributions 72 HRMS Displays the original salary and fringe distributions for the current and previous two fiscal years for one emplid. This report does NOT include payroll adjustments. UM Report remains largely unchanged. Changes to specific data fields reflect new business processes and appointment structure. Reporting Center 
New Hires and Transfers In 119 HRMS Users can get a list of employees who were hired or transferred into a department/entity/administrative unit within a specified time period. Additional information is provided about the individuals listed, such as effective date of hire or transfer, job code and title, employee class, annual base or comp rate, probation period, department id and name and position #. UM Report remains largely unchanged. Changes to specific data fields reflect new business processes and appointment structure. Reporting Center 
Terminations and Transfers Out 105 HRMS Users can get a list of employees who have left a department or college due to termination, retirement or layoff from the University or who have transferred to another unit. Additional information is provided about the individuals listed, such as effective date of termination or transfer, job code and title, employee class, reason description for leaving, department id and name. UM Report remains largely unchanged. Changes to specific data fields reflect new business processes and appointment structure. Reporting Center 
Employee Job History 99 HRMS This report provides historical and current job information for an individual. It includes information such as original hire date, compensation rate, annual base benefit rate, job code and appointment term and type and position #. UM Report remains largely unchanged. Changes to specific data fields reflect new business processes and appointment structures. Reporting Center 
Additional Pay (drill thru from 31-NOA) 37 HRMS  UM Report remains largely unchanged. Changes to specific data fields reflect new business processes and appointment structure. Reporting Center 
Training History 102 HRMS This report displays training courses for one emplid or by department. The courses listed are either offered internally (for example, through Training Services) or have been self-reported by the employee. These courses are tracked in the PeopleSoft Enterprise Learning module. UM Report remains largely unchanged. Changes to specific data fields reflect new business processes and appointment structure. Reporting Center 
Biweekly Overtime Report With YTD Totals 417 HRMS This report displays overtime for the current and two previous fiscal years. Prior to fiscal year 2009, this report displays overtime paid for an employee, area-org, or by department for the selected pay period as well as fiscal year-to-date totals. For fiscal years 2009 or later, the report displays overtime paid for an employee, department, program and/or project. It does not include payroll adjustments. UM Report remains largely unchanged. Changes to specific data fields reflect new business processes and appointment structure. Reporting Center 
Salary Distribution 416 HRMS This report displays salary and adjustments for the selected fiscal year, effort period, RRC/Financial Units, Emplids, departments, sponsored or nonsponsored funds, and account strings. It displays current and previous two fiscal years. It displays the distribution of salary and calculates the percent of salary paid on each account. It is a useful tool for the effort certification process. UM Report remains largely unchanged. Changes to specific data fields reflect new business processes and appointment structure. Reporting Center 
Employee Review Tracking HRMS This report displays statuses for employee performance reviews that have been tracked in the Employee review page in PeopleSoft. It groups review statuses by employee or department into current, historical, late, or pending reviews. The report does not contain detailed review information. UM Report remains largely unchanged. Changes to specific data fields reflect new business processes and appointment structure. Reporting Center 
Payroll Actuals and Encumbrance Summary 71 HRMS Displays current month, year-to-date, and encumbered salary and/or fringe for either one Emplid, or selected Area (for fiscal years 2001 to 2008), DeptID (starting with fiscal year 2009), and Sponsored or Non-sponsored Funds. The report reconciles to the financial systems (CUFS for fiscal years 2001 to 2008 and PeopleSoft Financials starting with fiscal year 2009). This report INCLUDES payroll adjustments and is refreshed monthly - similar to the accounting fiscal close calendar. UM Report remains largely unchanged.  Reporting Center 
Duluth UEA Union (drill thru from 31-NOA) 52 HRMS  UM Report remains largely unchanged. Reporting Center 
Notice of Appointments 31 (Drill thrus:36, 37, 39, 50,51, 52) HRMS The Notice of Appointments report displays current, historical (previous four years) and all future dated appointment information for employees who have academic professional/administrative and faculty appointments. UM Report remains largely unchanged. Changes to specific data fields reflect new business processes and appointment structure. Reporting Center 
Custom Campus Mailing and Email List 485 HRMS This report allows you to create and customize mailing and e-mail lists to send out to U of MN faculty and staff. UM Report remains largely unchanged. Changes to specific data fields reflect new business processes and appointment structure. Reporting Center 
Job Code Average Salary 129 HRMS Get average salary information by job code at the University level or by college. You can enter a job code or select one or more colleges and then select one or more job codes for the selected college/s. UM Report remains largely unchanged. Changes to specific data fields reflect new business processes and appointment structures. Reporting Center 
Employed Students with Maxed Work Study Awards and Unmet Need 93 (Drill thru 94) HRMS Displays students who have used up their work study awards but may still have eligibility to increase their award amount according the parameters used by the Financial Aid Office. UM Report remains largely unchanged.  Reporting Center 
Entry Activity 126 HRMS Users can get a list of employees who have had any action taken on their employment record. UM Report remains largely unchanged. Changes to specific data fields reflect new business processes and appointment structure. Reporting Center 
Pay Change Report 81 HRMS This report displays employees who have received pay for the entity, department and pay period selected then compares that pay to the previous pay period. If the difference is not equal to zero, the employee lists on the report. UM Report remains largely unchanged. Changes to specific data fields reflect new business processes and appointment structure. Reporting Center 
Degree and Honors 96 HRMS This report lists academic employees' degrees and honors that have been entered into the Professional Education and Training page of the Enterprise Learning module of PeopleSoft. UM Report remains largely unchanged. Changes to specific data fields reflect new business processes and appointment structure. Reporting Center 
Postition Management Position List 406 HRMS This report provides you with a list of positions for one, many or all departments within a single entity, companies UNS and UMN and all paygroups. It lists current, active position information and the position’s related incumbent job information in addition to the position’s reports to name, title and position number. UM Report remains largely unchanged. Changes to specific data fields reflect new business processes and appointment structure. Reporting Center 
Employees with Change of Status in Pay Period 78 HRMS This report displays employees who have had or will have a status change on a job record during the pay period selected. For the current fiscal year, the report lists all job status changes within the selected pay period including all effective sequences. UM Report remains largely unchanged. Changes to specific data fields reflect new business processes and appointment structure. Reporting Center 
Payroll Transactions 75 HRMS Displays salary, fringe, historical salary adjustments (HSAs) and college work study transactions for the current and previous two fiscal years for either one emplid or transaction number. UM Report remains largely unchanged. Changes to specific data fields reflect new business processes and appointment structure. Reporting Center 
9/12 Pay Dates (drill thru from 31-NOA) 50 HRMS  UM Report remains largely unchanged.  Reporting Center 
Tuition Cross College Course Detail 252 Student  The existing UM Report will be updated. Faculty and staff who currently use this report will notice little or no change. Reporting Center 
EA Confirmed Student Statistics 468 Student This report provides summary statistics for students confirmed in education abroad programs. Get counts for an individual college, for an education abroad center, or run a system wide version. The existing UM Report will be updated. Faculty and staff who currently use this report will notice little or no change. Reporting Center 
NSF-NIH Race Ethnicity of Full-time and Part-time Graduate Students by Gender Detail 47 Student  The existing UM Report will be updated. Faculty and staff who currently use this report will notice little or no change. Reporting Center 
EA Address List 459 Student Drill through report for Education Abroad that produces an address list for a selected population. The existing UM Report will be updated. Faculty and staff who currently use this report will notice little or no change. Reporting Center 
Tuition Allocation Summary 248 Student Displays the Budget Office allocation of tuition and University Fee revenue received by the University from students enrolled in classes within and outside their college of enrollment subtotaled across the terms selected in the report prompts. The existing UM Report will be updated. Faculty and staff who currently use this report will notice little or no change. Reporting Center 
Grade Selector 231 Student Lists students by primary academic program and plan who have earned the selected grade(s) for a specified term. The existing UM Report will be updated. Faculty and staff who currently use this report will notice little or no change. Reporting Center 
Tuition Provostal Summary 256 Student This report shows the 75% tuition allocated for providing instruction by campus and provostal unit for each term in the selected fiscal year. Tuition and enrollment information is broken out by Day Registrations, CCE Registrations and Total Registrations for each term. The existing UM Report will be updated. Faculty and staff who currently use this report will notice little or no change. Reporting Center 
EA Open Doors Survey 484 Student Education Abroad staff may use this report to complete most sections of the Open Doors U.S. Study Abroad Survey. The survey is composed of a series of counts for study abroad students including counts by academic level, gender, ethnicity, major field of study, host destination, duration of stay, program sponsorship and an estimate of participation for the upcoming academic year. The existing UM Report will be updated. Faculty and staff who currently use this report will notice little or no change. Reporting Center 
Scholarship Student Selector 314 Student  The existing UM Report will be updated. Faculty and staff who currently use this report will notice little or no change. Reporting Center 
EA Checklist Status 461 Student This report is intended for the use of education abroad staff responsible for overseeing the checklist process. It may be used to monitor incomplete checklists, overdue checklists, and your EA center's checklists assigned to your students that have applied through other EA centers. The existing UM Report will be updated. Faculty and staff who currently use this report will notice little or no change. Reporting Center 
EA Prospect List 464 Student This report is intended for the use of education abroad staff responsible for managing prospective education abroad participants. This report allows EA centers to generate lists of prospective EA students based on the inclusion or exclusion of certain criteria. The existing UM Report will be updated. Faculty and staff who currently use this report will notice little or no change. Reporting Center 
GE Student Non-Graded Course Enrollments 397 Student This report lists non-graded (999, 8333, 8444, 8666, 8777, or 8888) course enrollments for students who are currently active in graduate education (GRD) programs or who have completed their program in the current term. It includes credits enrolled, total terms registered and last term enrolled. The existing UM Report will be updated. Faculty and staff who currently use this report will notice little or no change. Reporting Center 
Degree Honors Percentage (Undergraduate) 292 Student See the percentage of Latin honors, honors, and distinction/high distinction awarded to undergraduate degrees for one or more academic years. The existing UM Report will be updated. Faculty and staff who currently use this report will notice little or no change. Reporting Center 
NCAA APR Data Entry File 316 Student Access is restricted to designated staff. Report is used by Compliance to enter data on current Twin Cities athletes for the NCAA. The existing UM Report will be updated. Faculty and staff who currently use this report will notice little or no change. Reporting Center 
Tuition Collegiate Summary 257 Student This report shows the 75% tuition allocated for providing instruction by provostal unit and collegiate unit for each term in the selected fiscal year. Tuition and enrollment information is broken out by Day Registrations, CCE Registrations and Total Registrations for each term. The existing UM Report will be updated. Faculty and staff who currently use this report will notice little or no change. Reporting Center 
My Advisees - Graduated Students 136 Student Lists your advisees who have graduated effective Fall 1999 or later. You may run the report for one or more terms at a time or see all of your graduated advisees on one list. The existing UM Report will be updated. Faculty and staff who currently use this report will notice little or no change. Reporting Center 
NSF-NIH Survey of Graduate Students and Postdoctorates in Science and Engineering - PostDocs Non-Faculty Degree by Mechanisms of Support 500 Student  The existing UM Report will be updated. Faculty and staff who currently use this report will notice little or no change. Reporting Center 
Student Roster Summary Statistics 325 Student Get totals of students by enrollment status, academic level, gender, ethnicity/international status, and admit type (new freshman, etc.). The Student Roster Summary Statistics are based on the students' primary program and primary plan. Users with access to private student data may drill through to the Student Roster Detail List to get the list of students. The existing UM Report will be updated. Faculty and staff who currently use this report will notice little or no change. Reporting Center 
Student Addresses 88 Student  The existing UM Report will be updated. Faculty and staff who currently use this report will notice little or no change. Reporting Center 
Degree Honors - Collegiate Detail 291 Student The Collegiate Degree Honors Detail is a drill-through report from the Degree Honors Percentage (Undergraduate) report that is reached by clicking on the college name in the Degree Honors report. The detail shows the individual students behind the degree honors counts in the main report. The existing UM Report will be updated. Faculty and staff who currently use this report will notice little or no change. Reporting Center 
NCAA APR Data Import File 317 Student Access is restricted to designated staff. Report is used by Compliance to upload data on current Twin Cities athletes to the NCAA. The existing UM Report will be updated. Faculty and staff who currently use this report will notice little or no change. Reporting Center 
EA Confirmed Students by College 470 Student Get a list of students with confirmed education abroad programs for the selected education abroad terms for the selected college and majors. The existing UM Report will be updated. Faculty and staff who currently use this report will notice little or no change. Reporting Center 
Study Abroad Cost Estimate 476 Student This report is intended to be used by EA center staff to generate a study abroad cost estimate (SACE) statement including both items billed to the student account and out-of-pocket expenses. The SACE report may be run for an individual student or batches may be produced using the check box functionality in the EA Application Status report. The existing UM Report will be updated. Faculty and staff who currently use this report will notice little or no change. Reporting Center 
Dean's List 230 Student A list of students by academic plan who have the Dean's List notation (or Chancellor's List in Crookston) on their records. The existing UM Report will be updated. Faculty and staff who currently use this report will notice little or no change. Reporting Center 
NSF-NIH Survey of Graduate Students and Postdoctorates in Science and Engineering - Sources and Mechanisms of Support - Part Time 498 Student  The existing UM Report will be updated. Faculty and staff who currently use this report will notice little or no change. Reporting Center 
Student Roster Detail List 326 Student This report lists students by primary academic program and primary plan who have had registration activity for the specified term. It shows all academic plans associated with the student career number of the primary plan. The existing UM Report will be updated. Faculty and staff who currently use this report will notice little or no change. Reporting Center 
NSF-NIH Sources and Mechanisms of Support for Full-Time Graduate Students Detail 48 Student A suite of reports designed to help departments fill out the annual NSF-NIH Survey of Graduate Students and Postdoctorates in Science and Engineering. The existing UM Report will be updated. Faculty and staff who currently use this report will notice little or no change. Reporting Center 
NSF-NIH Postdoctorates and Non-Faculty Research Staff with Doctorates Detail 502 Student  The existing UM Report will be updated. Faculty and staff who currently use this report will notice little or no change. Reporting Center 
Rochester Student Roster 398 Student Get a term-based list of students who are taking Rochester classes or who have an active Rochester sub-plan. The existing UM Report will be updated. Faculty and staff who currently use this report will notice little or no change. Reporting Center 
EA Application Status 460 Student Used to track applications in various program/tracks/EA terms and monitor application statuses, total numbers, etc. The report may also be used to monitor applicants with a wait list status and to monitor the EA center's students who've applied through another EA center. Being updated - users will notice little or no change Reporting Center 
Tuition Course Summary 259 Student This report shows the 75% tuition allocated for providing instruction by subject and course level for the selected academic organization (department) for each term in the selected fiscal year. Tuition and enrollment information is broken out by Day Registrations, CCE Registrations and Total Registrations for each term. The existing UM Report will be updated. Faculty and staff who currently use this report will notice little or no change. Reporting Center 
Rochester Student Roster 255 Student This report shows your pay information from the most recent pay period including what accounts you are being paid from and what percentage of your total pay is coming from each account. It also lists your fiscal year-to-date pay total. The existing UM Report will be updated. Faculty and staff who currently use this report will notice little or no change. Reporting Center 
Athletics Grade Roster Summary 387 Student This report contains Twin Cities team averages of UM term and cumulative GPAs and the calculated Big Ten term and cumulative GPAs and other academic and demographic information used by the Faculty Academic Oversight Committee on Intercollegiate Athletics. Access is restricted to designated staff. The existing UM Report will be updated. Faculty and staff who currently use this report will notice little or no change. Reporting Center 
Tuition Registration Type Summary 250 Student This report shows the allocation of total tuition by college and term. The existing UM Report will be updated. Faculty and staff who currently use this report will notice little or no change. Reporting Center 
NSF-NIH Survey of Graduate Students and Postdoctorates in Science and Engineering - PostDocs Ethnicity by Gender 499 Student  The existing UM Report will be updated. Faculty and staff who currently use this report will notice little or no change. Reporting Center 
NSF-NIH Survey of Graduate Students and Postdoctorates in Science and Engineering - Sources and Mechanisms of Support - Full Time 45 Student This suite of reports was designed to help departments fill out the annual NSF-NIH Survey of Graduate Students and Postdoctorates in Science and Engineering. The existing UM Report will be updated. Faculty and staff who currently use this report will notice little or no change. Reporting Center 
Tuition Cross College Summary 249 Student This report attributes collegiate tuition for the selected college in two parts. The first section shows the tuition attributed to the college of enrollment (25% of total collegiate tuition) across the colleges offering instruction. The second section shows the tuition attributed to the college offering instruction (75% of total collegiate tuition) across the colleges of enrollment for the students registered in the college's courses. The data are also displayed graphically in a pie chart. The existing UM Report will be updated. Faculty and staff who currently use this report will notice little or no change. Reporting Center 
Major/Minor Roster 233 Student Lists all students active in the selected plans (major, minor, certificate) for the specified term regardless of whether the students registered for the term and regardless of students' primary program (college). Report includes student photos, term statistics and other academic information, demographics and links to mailing addresses. The existing UM Report will be updated. Faculty and staff who currently use this report will notice little or no change. Reporting Center 
Athletics Grade Roster Detail 388 Student The Athletics Grade Roster Detail report displays the detail behind the summary information displayed in the Athletics Grade Roster Summary report. It lists the individual team members with information on their academic progress and demographics. A section giving tendered and team averages and medians is included at the end of the report. You reach the detail report by clicking on a sport name from the summary report. The existing UM Report will be updated. Faculty and staff who currently use this report will notice little or no change. Reporting Center 
EA Application Validation 457 Student This report is intended for the use of education abroad staff responsible for overseeing the application process. It identifies applicants who have had changes to their circumstances since the last effective date of their application which could change their eligibility to study abroad or may require EA staff intervention. The existing UM Report will be updated. Faculty and staff who currently use this report will notice little or no change. Reporting Center 
EA Scholarship 473 Student This report is intended for EA center staff responsible for administrating EA scholarships. The report can be used to generate lists of applicants for specific scholarships. It can also be used as an exception report to identify scholarship applications that deviate from the defined business process for data clean-up purposes. The existing UM Report will be updated. Faculty and staff who currently use this report will notice little or no change. Reporting Center 
Degree Applicants (not 08GRD) 195 Student Lists students who have applied to graduate in the specified term (or date range in the case of the Graduate School) and indicates those students whose degree has been posted. The existing UM Report will be updated. Faculty and staff who currently use this report will notice little or no change. Reporting Center 
Big Ten GPA Roster 146 Student Access is restricted to designated staff. Report lists athletes in one or more Twin Cities sports and displays their UM GPA, Big Ten GPA and other demographic information. The existing UM Report will be updated. Faculty and staff who currently use this report will notice little or no change. Reporting Center 
Tuition Surcharge 560 Student  The existing UM Report will be updated. Faculty and staff who currently use this report will notice little or no change. Reporting Center 
EA Confirmed Students by Location (System Wide) 469 Student Use this report to generate a system-wide list of students currently abroad by country and city or to generate a system-wide list of students abroad for a particular education abroad term. The existing UM Report will be updated. Faculty and staff who currently use this report will notice little or no change. Reporting Center 
NSF-NIH Survey of Graduate Students and Postdoctorates in Science and Engineering 44 Student This suite of reports was designed to help departments fill out the annual NSF-NIH Survey of Graduate Students and Postdoctorates in Science and Engineering. The existing UM Report will be updated. Faculty and staff who currently use this report will notice little or no change. Reporting Center 
Eligibility for Lower Tuition Fringe Rate Assistantship 261 Student Lists active students who have met the requirements for advanced master's or advanced doctoral standing (08AD or 08AM student groups) thus making them eligible to be hired on a lower tuition fringe rate assistantship. The existing UM Report will be updated. Faculty and staff who currently use this report will notice little or no change. Reporting Center 
EA Prospect - Applicant Yield 486 Student This report counts prospective students by EA center based on their prospective activities (creating a profile, completing progress points) and tracks the length of time from completion of the listed activity to the submission of an EA application. It is a cumulative report, looking at total prospect to applicant yield from November 2009 to the present. The existing UM Report will be updated. Faculty and staff who currently use this report will notice little or no change. Reporting Center 
NSF-NIH Survey of Graduate Students and Postdoctorates in Science and Engineering - PostDocs Largest Source of Financial Support 46 Student This suite of reports was designed to help departments fill out the annual NSF-NIH Survey of Graduate Students and Postdoctorates in Science and Engineering. The existing UM Report will be updated. Faculty and staff who currently use this report will notice little or no change. Reporting Center 
Grade Roster Entry Statistics 293 Student Provides a running total of the number of final grades entered for session 001 - regular academic session, nine days before and after the grade due date for the selected term. The existing UM Report will be updated. Faculty and staff who currently use this report will notice little or no change. Reporting Center 
My Advisees - Dean's List 135 Student  The existing UM Report will be updated. Faculty and staff who currently use this report will notice little or no change. Reporting Center 
My Advisees with Confirmed EA Programs 465 Student Provides a list of your current advisees who have confirmed education abroad programs for current or up-coming EA terms. The existing UM Report will be updated. Faculty and staff who currently use this report will notice little or no change. Reporting Center 
Tuition Section Summary 260 Student This report shows the 75% tuition allocated for providing instruction by subject and course level for the selected academic organization (department) for each term in the selected fiscal year. Tuition and enrollment information is broken out by Day Registrations, CCE Registrations and Total Registrations for each term. The existing UM Report will be updated. Faculty and staff who currently use this report will notice little or no change. Reporting Center 
EA Prospect Statistics 478 Student This report provides summary statistics on demographic and academic characteristics of prospective EA participants by EA center with an option to get a joint report for the Twin Cities campus or the Morris campus. Select one of four report types: demographics of prospects (academic level, ethnicity, gender, and GPA range), primary college of prospects, primary field of study of prospects, or progress points completed by prospects broken out by gender and ethnicity. The existing UM Report will be updated. Faculty and staff who currently use this report will notice little or no change. Reporting Center 
Journal Detail for Student Financials 422 Student This report lists revenue, expense and balance sheet transaction details for journals generated by the Office of Student Finance The existing UM Report will be updated. Faculty and staff who currently use this report will notice little or no change. Reporting Center 
Tuition Course Subject and Level Summary 258 Student This report shows the 75% tuition allocated for providing instruction by collegiate unit and academic organization (department) for each term in the selected fiscal year. Tuition and enrollment information is broken out by Day Registrations, CCE Registrations and Total Registrations for each term. The existing UM Report will be updated. Faculty and staff who currently use this report will notice little or no change. Reporting Center 
Student Group Roster Student Get a term-based list of students active in a student group for the selected term or get a list of students who are currently active in the student group. The existing UM Report will be updated. Faculty and staff who currently use this report will notice little or no change. Reporting Center 
NSF-NIH Sources and Mechanisms of Support for Part-Time Graduate Students Detail 501 Student NSF-NIH Survey of Graduate Students and Postdoctorates in Science and Engineering The existing UM Report will be updated. Faculty and staff who currently use this report will notice little or no change. Reporting Center 
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