1. EFS UM Reports Non-Sponsored Reports http://www.umreports.umn.edu/ User Login, x.500 ID and password If reports are not saved on your home page, click “search reports” on left column Filter by: Category: Enterprise Financials; Sub Category: Non-Sponsored Reports Non-Sponsored Reports (Click) Chartfield String Budget Status for Current Non- Sponsored Funds (Click) Select Fiscal Year – Either 2008-2009 or 2009-2010 Select Accounting Period, July = Period 1, Etc. Hit “Submit”

2. Non-Sponsored Reports (cont.) Enter a Dept ID in the box (i.e., 11135), Enter a Fund, (i.e., 1000), Enter a Program (i.e., 20293), Enter a FinEmplid (i.e., 2103412), Submit You see the original conversion of old CUFS account and the new version with the new Chartfield 2 (CF2) You can now give us just the CF2 and we will know which of your accounts to use.

3. Non-Sponsored Reports (cont.) When using services outside of ME, you must still give them all chart fields. To see account budget status, click on “Account Budget Status for Current Non-Sponsored Funds” in right-hand corner Red, underlined account codes, can be clicked on to view transaction detail To run another report, hit the browser “back” button until you get to the value you need to enter.

4. Sponsored Reports Sponsored Reports (Click) Sponsored Project Detail Report (Click) Enter the Project Number (i.e., 00001863), Submit Enter Acctg Date below: Today’s date, 03/22/2010 Submit You only need to give us the Project number when ME is processing transactions. Areas outside of ME still need the full chart string for sponsored transactions

5. EFS Notes To capture all data for non-sponsored, run reports using Fund-Dept ID-Program-EmplID Then sort by CF2 to view by CF2 Financial data is updated nightly Sponsored Reports will continue to be provided monthly by your Administrative Support staff Check out the new Sponsored Reports “Sponsored Award Overview” shows all child accounts associated with a Project You can now name your non-sponsored chart strings