1. Presentation Author, 2006 WISDM BATO Facts and Snacks October 21, 2010

2. 2 Agenda WISDM overview WISDM navigation

3. WISDM Overview WISDM – Wisconsin Data Mart Information flows to WISDM from UWM’s General Ledger – SFS – Shared Financial System WISDM data is one day behind the SFS system 3

4. WISDM Overview For access to WISDM, email Heather Lee or Jessica Russell, who will send a request to BFS Logging in: https://authhub.wisconsin.edu/?app=W ISDM 4

5. WISDM Overview – Logging In 5

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7. WISDM Navigation Department Search Viewing data –Fiscal Year, Accounting Period, MTD, YTD –Balance of a Department –Viewing detail –Sorting data –Edit Custom View –Drilldown levels –View As options (export to excel) –How to identify transactions –Setting Favorites Project/Grant Search My Profile – setting your login page Questions 7

8. Department Search 8

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10. Department Search Can search by Division if you are unsure of the exact department number 10

11. Fiscal Year, Acctg Period, MTD, YTD 11 Change Accounting period here Current Month expenses Year to date expenses Fiscal year

12. What Is My Balance? Budget based funds: Fund 101, Fund 114 12 Budget -Expenses -Encumbrances =Balance

13. What Is My Balance? Cash basis funds: Funds 128,136,150,189 13 Total balance Fiscal year balance: Revenues less Expenses

14. Viewing Detail 14 Can click on any subtotal to see the detail that makes up the balance

15. Sorting Data 15 Sorting data: click on any column heading to sort the data by that column

16. Edit Custom View You can choose which columns of information you do and don’t want to see when viewing transactions. 16 SELECT

17. Edit Custom View 17 Select (or de-select) fields that do (or don’t) want to see

18. Drilldown Levels 18 Drilldown Levels: allows you to see different levels of account detail

19. View As Options * Viewing the data in Excel will allow you to manipulate the data and save it in spreadsheets. This is a VERY helpful tool! 19

20. How to identify transactions: Journal ID 20

21. Common journal ID’s Start with: AP - Accounts Payable (check was issued) DC – Direct Charge FB – Fringe benefits NSPT – NonSalary Payment Transfers PJ – Payroll payments PT – SCT’s VISA – Pcard transactions 21

22. Setting Favorites You can create a favorites list of your most commonly used departments 22

23. Setting Favorites 23 Name your favorite

24. Setting Favorites Your favorites are saved here: 24

25. Projects/Grants 25

26. Projects/Grants Common ways to search: by Project ID or by PI 26

27. Projects/Grants 27 Click here for detailed info

28. Projects/Grants 28

29. Projects/Grants–add to My Projects 29

30. Projects/Grants–add to My Projects 30

31. Projects/Grants Financial data for projects and grants is posted by the Project Dates (not by Fiscal Year, like it is in the departments There will be a BATO Facts & Snacks session on Grants & WISPER on December 16, 2010 31

32. My Profile You can change your profile so that upon logging in, WISDM will default to YOUR “favorite” department or to your grant(s) 32

33. Additional WISDM Features Salary and Encumbrance searches Department Rollup features PO searches Transaction searches Vouchers and WebNow Contact Heather Lee at x2639 or hmlee@uwm.edu for any other questions or additional WISDM training hmlee@uwm.edu 33

34. QUESTIONS? 34