UMHS Data Mart Statement Of Activity by Fund

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OBIEE 11g
UMHS Data Mart SOA
https://ummcalytixf1.mcit.med.umich.edu/analytics/saw.dll?dashboard
OBIEE 11g
UMHS Data Mart SOA
How do I access the “Statement of Activity by Fund”
Dashboard?
Select “Statement
of Activity” via the
“Dashboards” dropdown
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UMHS Data Mart SOA
On the “Statement of Activity” Dashboard, select the “Statement of Activity by Fund” tab.
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UMHS Data Mart SOA
Select Criteria for the “Statement of Activity by Fund.”
You will only need to provide a
Department ID in the Department ID
textbox.
This report will automatically default
to current months data.
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UMHS Data Mart SOA
Change the “Fiscal Month” if needed
You can change the Fiscal Month by
selecting a Fiscal Month from the
“Fiscal Month” dropdown.
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UMHS Data Mart SOA
Change the “Fund Group” if needed
You can select a specific Fund Group
by selecting a Fund Group from the
“Fund Group” dropdown.
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UMHS Data Mart SOA
Change the “Fund” if needed
You can select a specific Fund by
selecting a Fund from the “Fund”
dropdown.
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UMHS Data Mart SOA
Change the “Class” if needed
You can enter a specific Class in the
Class textbox.
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UMHS Data Mart SOA
Change the “Project ID” if needed
You can enter a specific Project ID in
the Project ID textbox.
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UMHS Data Mart SOA
Change the “Program Code” if needed
You can select a specific Program
Code in the Program Code textbox.
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UMHS Data Mart SOA
Run the “Statement of Activity by Fund” Dashboard Report
Run the “Statement of Activity by
Fund” Dashboard report by clicking
the “GO” button.
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UMHS Data Mart SOA
Exporting the Results of the “Statement of Activity by Fund” Dashboard Report
You can export the results by
selecting “Export” then “Excel” at the
bottom of the Dashboard page.
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UMHS Data Mart SOA
“Reset” the prompts if needed
You can reset the prompts to the
“Last Applied” or “Default” values, or
“Clear All” prompt values by selecting
the “Reset” dropdown.
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