UMHS Financial Systems Workspace

1. Select the “Wolverine Access” link from http://www.med.umich.edu/i/

Accessing Workspace from UMHS Internal Home Page

2. Select the “Faculty & Staff” tab

3. Select the “Financial Management Workspace (Hyperion)” link

NOTE: Login to the Hyperion EPMA Workspace requires your Kerberos username and password

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UMHS Financial Systems Workspace

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

Level 1 Password

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UMHS Financial Systems Workspace

What If I have a blank Homepage?

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

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UMHS Financial Systems Workspace

Why do I not see the Preview User Point of View?

Within the “Financial Reporting”, “General” tab, set the “User Point of View” to “On.”

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UMHS Financial Systems Workspace

How do I set my reports to view in Boardroom Quality?

Within the “Financial Reporting”, “General” tab, set the “Default Preview Mode” to “PDF Preview.”

For enhanced quality and Boardroom ready reports, set the default viewing mode to PDF.

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UMHS Financial Systems Workspace

How do I access the “UMHS Finance Workspace?”

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

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UMHS Financial Systems Workspace

How do I access the “Financial Reports?”

1. Expand the "UMHS Financial Reports" folder

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

2. Select the “Financial Reports" folder

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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.”

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UMHS Financial Systems 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

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UMHS Financial Systems 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.”

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UMHS Financial Systems 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

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UMHS Financial Systems Workspace

The “Preview User Point of View”: Run Report

Click the “OK” button to run the report.

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UMHS Financial Systems Workspace

The Report is Returned

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

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UMHS Financial Systems Workspace

Save Results

1. Save the results by selecting File>Export.. You can save the report in your choice of Excel, Word, or PowerPoint.

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

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UMHS Financial Systems Workspace

Print Results

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

1. Click on the “Print” icon.

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UMHS Financial Systems Workspace

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

Workspace Environment

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