UMHS Finance Workspace

UMHS Finance Workspace What If I have a blank Homepage? Utilize the “Use Current Page” button to set the “Home Page.”

UMHS Finance Workspace How do I access the “UMHS Finance Workspace?” Select “Explore” to access the UMHS Financial Reports folder.

UMHS Finance Workspace 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 Finance Workspace 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 Finance Workspace 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 Finance Workspace 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 Finance Workspace 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 Finance Workspace 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 Finance Workspace 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 Finance Workspace 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 Finance Workspace 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 Finance Workspace 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 Finance Workspace The “Preview User Point of View”: Run Report Click the “OK” button to run the report.

UMHS Finance Workspace The Report is Returned NOTE: You can also filter on a specific attribute within the report.

UMHS Finance Workspace 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 Finance Workspace Print Results 1. Click on the “Open in PDF” icon. 3. Select printer criteria, and click “OK.” 2. Click on the “Print” icon.

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