Web Report Library
Report Viewer Access Form
Use this application to request access to the University of Toledo’s Web Report Library, an environment where users can run
vetted production-quality reports using a standard web browser. The Report Library is accessible at http://reports.utoledo.edu.
Report Library Viewer Responsibilities
1.
2.
3.
Access is restricted to University employees performing official duties of their positions.
Comply with the University’s policy on Responsible Use of Information Technology
(http://www.utoledo.edu/policy/index.asp?id=68).
Comply with the Family Education Rights and Privacy Act (FERPA).
Instructions for Obtaining Access to a Folder in the Report Library
1.
2.
3.
4.
5.
Complete the Applicant Information section below.
In the Folder Authorization section below, check the Report Roles to which you are requesting access.
Obtain your immediate supervisor’s approval in the Supervisor Authorization section below.
Obtain a FERPA briefing from the University Registrar’s office (if you have not already done so). Orientation training
may include a FERPA briefing.
Data Custodian approval must be obtained for each Report Role you are requesting. Send the
form to the Data Custodian of the first Report Role you have requested. Data Custodian’s with 3 digit Mail Stops are
located on Main Campus and Custodian’s with 4 digits are located on the Health Science Campus.
Please note: the more roles you request may increase the approval process time.
Applicant Information
Printed Name:
College/Department/Program:
Mail Stop
Title/Position:
Building/Room:
Telephone:
UTAD User ID:
Orientation Date:
(required for IAS folders)
E-mail Address:
Reason why access to the requested
Report Library folders is needed:
(attach additional page if necessary)
Signature, indicating acceptance of
responsibilities listed above:
Date:
Supervisor Authorization
Supervisor’s Name:
Department:
Title/Position:
Signature, confirming Report
Library access is consistent with the
applicant’s official duties:
Web_Report_Viewer_Form.doc
Date:
Last modified April 14, 2020
Page 1 of 5
Web Report Library
Report Viewer Access Form
Folder Authorization
Report Roles
Report Folders
Authorization Signature
Date
Data Custodian
Admissions – Departments
Admissions – General
Admissions / Departments
Admissions / General
Nancy Hintz, MS 306
Nancy Hintz, MS 306
Admissions – Medical
Admissions/Medical
Christine Wile, MS 1043
Admissions – Processing
Admissions / Processing
Nancy Hintz, MS 306
Auxiliary Services
Finance – Controller
Finance – Fixed Assets
Auxiliary Services
Finance / Controller
Finance / Fixed Assets
Joy Seifert, MS 460
Gordon Chauvin, MS 454
Gordon Chauvin , MS 454
Finance – Grants
Finance / Accounts Payable
Finance / Chart of Accounts
Finance / Departments
Finance / Financial Reporting
Finance / General Accounting
Finance/Legacy
Finance / Purchasing
Finance / Grants
Finance – Medical Center
Finance / Medical Center
Finance / Chart of Accounts
Kevin Connolly, MS 1164
Finance – Travel & Expense
Finance / Travel & Expense
Gordon Chauvin , MS 454
Finance - General
Gordon Chauvin , MS 454
Gordon Chauvin , MS 454
HR – Hospital Administration
HR – Human Resources Dept.
HR – Payroll
HR – Student Employment
Financial Aid / Audit
Financial Aid / General Inquiry
Financial Aid / Health Science
Financial Aid / Loans
Financial Aid / Scholarships
Financial Aid / State Aid
Financial Aid / Employment
Financial Aid / General Inquiry
HR / Academic Affairs
HR / Budget
HR / Equal Opportunity
HR / General Inquiry
Finance / Chart of Accounts
HR / Hospital Administration
HR / Human Resources Dept.
HR / Payroll
HR / Student Employment
Information Technology
Information Technology
John Cavins, MS 202
Lawson – Accounts Payable
Lawson – Health Info Mgt.
Lawson – Human Resources
Lawson – Nursing
Lawson / Accounts Payable
Lawson / Health Info Mgmt.
Lawson / Human Resources
Lawson / Nursing Admin.
Dorene Spotts, MS 451
Kelley Guldenpfennig, MS 405
Kelley Guldenpfennig, MS 405
Andy Fox, MS 1097
Financial Aid – FA Office
Financial Aid – General
HR – Academic Affairs
HR – Budget
HR – Equal Opportunity
HR – General
Lawson – Purchasing
Lawson – Requisitions
Research
Residence Life - General
Residence Life - Staff
Student – Academic Admin’s
Student – Accessibility
Student – Athletics
Student – Audit
Student – Continuing Education
Student - Enrollment Analysis
Student – General
Student – Graduation
Student – International
Student – Legacy
Student – Medical
Student – Registrar
Student – Transfer
Student – Veteran
Web_Report_Viewer_Form.doc
Sherri Jiannuzzi, MS 314
Sherri Jiannuzzi, MS 314
Benda Grant, MS 939 or Bryan Pyles, MS 1018
Julie Graham, MS 964
Kevin West, MS 903
Kelley Guldenpfennig, MS 405
Kelley Guldenpfennig, MS 405
Kelley Guldenpfennig, MS 405
Dorene Spotts, MS 451
Joshua Vail, MS 112 or Shelly Drouillard, MS 112
Lawson / Inventory Control
Lawson / Purchasing
Lawson / Resource Mgmt.
Lawson / Requisitions
Research
Residence Life / General
Residence Life / Staff
Student / Academic Admin’s
Student / Accessibility
Student / Athletics
Student / Audit
Student – Continuing Education
Student / Institutional Analysis
Student / Institutional Research
Student / Course
Student / Enrollment
Student / Orientation
Student / Graduation
Student / International
Student / Legacy
Student/Medical
Student / Registrar
Student / Transfer
Student / Veteran
Last modified April 14, 2020
Jennifer Pastorek, MS 460
Jennifer Pastorek, MS 460
Richard Francis MS 1020
Virginia Speight, MS 519
Virginia Speight, MS 519
Irene Dindyal, MS 322
Irene Dindyal, MS 322
Irene Dindyal, MS 322
Irene Dindyal, MS 322
Irene Dindyal, MS 322
Irene Dindyal, MS 931
Irene Dindyal, MS 322
Irene Dindyal, MS 322
Peter Thomas, MS 120
Irene Dindyal, MS 322
Irene Dindyal, MS 322
Irene Dindyal, MS 322
Irene Dindyal, MS 322
Irene Dindyal, MS 322
Page 2 of 5
Web Report Library
Report Viewer Access Form
Folder Authorization
Report Roles
Treasurer – Audit
Treasurer – Cashiers
Treasurer – General
Treasurer – Legacy
Treasurer – Special Accounts
Web_Report_Viewer_Form.doc
Report Folders
Authorization Signature
Treasurer / Audit
Treasurer / Cashiers
Treasurer / General Inquiry
Treasurer / Legacy
Treasurer / Special Accounts
Date
Data Custodian
Sherri Morris, MS 331
Sherri Morris , MS 331
Sherri Morris , MS 331
Sherri Morris , MS 331
Sherri Morris , MS 331
Last modified April 14, 2020
Page 3 of 5
Web Report Library
Report Viewer Access Form
Report Folder Descriptions
Folder
Description
Admissions – Departments
Admissions – General
Admissions – Medical
Admissions – Processing
Auxiliary Services
Finance – Account Payable
Finance – Chart of Accounts
Finance – Controller
Finance – Fixed Assets
Finance – General Accounting
Finance – Grants
Finance – Legacy
Finance – Medical Center
Finance – Purchasing
Finance – Travel & Expense
Financial Aid – Audit
Financial Aid – General Inquiry
Financial Aid – Health Science
Financial Aid – Loans
Financial Aid – Scholarships
Financial Aid – State Aid
Financial Aid – Student Employment
HR – Academic Affairs
HR – Budget
HR – Equal Opportunity
HR – General Inquiry
HR – Hospital Administration
HR – Human Resources Dept
HR – Payroll
HR – Student Employment
Information Technology
Lawson – Accounts Payable
Lawson – Health Info. Mgt.
Lawson – Human Resources
Lawson – Nursing
Lawson – Purchasing
Lawson – Requisitions
Research
Residence Life - General
Residence Life - Staff
Student – Academic Administrators
Student – Accessibility
Student – Athletics
Student – Audit
Student – Continuing Education
Student – Course
Student – Enrollment
Student – Enrollment Analysis
Student – Graduation
Student – International
Student – Legacy
Student - Medical
Student – Orientation
Student – Registrar
Student – Transfer
Student – Veteran
Treasurer – Audit
Treasurer – Cashiers
Treasurer – General Inquiry
Treasurer - Legacy
Treasurer – Special Accounts
Admissions reports specifically created for various Departments.
General Admissions reports.
Medical School Admissions reporting.
Admission processing reports only for the admissions related offices.
Auxiliary Services related reports. Telecomm-Cellular, Parking, etc.
Accounts Payable related reports.
Chart of Accounts related reports.
Reports specifically for the Controller’s area.
Finance reports pertaining to Fixed Assets.
General Accounting reports.
Grant related reports.
Legacy Reports for Financial Reporting.
Medical Center related reports.
Purchasing related reports.
Travel & Expense related reporting.
Data Audit reports for the Office of Financial Aid.
General inquiry reports for student financial aid.
Health Science reports for the Office of Financial Aid.
Student loan reports for the Office of Financial Aid.
Student scholarship reports for the Office of Financial Aid.
Student state aid reports for the Office of Financial Aid.
Student employment reports for the Office of Financial Aid.
HR reports pertaining to Academic Affairs.
HR reports pertaining to the Budget office.
HR reports pertaining to Equal Opportunity.
General employee and department reports.
Reports specifically for the managing operation of the Hospital.
Reports specifically for the HR department only.
Payroll reports specifically for the HR Payroll department only.
HR reports pertaining to Student Employment.
Reports created for the departments within Information Technology.
Lawson Accounts Payable reports.
Lawson human resource Health Information Management reports.
Lawson Human Resources reports.
Lawson Nursing reports.
Lawson reports for Inventory Control, Purchasing, and Resource Management (Purchasing and Inventory Staff access only!)
Lawson purchasing requisition reports.
Submission and award reports for grant proposals from Research and Sponsored Programs (RSP) data.
Housing reports for Residence staff
Housing reports
Up-to-date course information for academic administrators.
Office of Accessibility related reports.
Athletic related reports.
Data audit reports for Enrollment Services and the Registrar Office.
Continuing Education courses.
Section, inventory, grading, and catalog information.
Student and course enrollment reports.
Student reports pertaining to Institutional Research or enrollment reporting.
Graduation related reports.
International student and SEVIS related reports.
Legacy Reports for Student Reporting
Student reports specific to Medical Students
New student orientation reports.
Reports for the Office of the Registrar.
Transfer and degree audit related reports.
Veteran related reports.
Data audit reports for the Treasurer’s Office.
Student accounts cashier reports for the Treasurer’s Office.
Student account general inquiry related reports.
Legacy reports for the Treasurer’s Office.
Student special accounts reports for the Treasurer’s Office.
Web_Report_Viewer_Form.doc
Last modified April 14, 2020
Page 4 of 5
Web Report Library
Report Viewer Access Form
 Data Custodians: Please sign and forward to the next Data Custodian if more then one Report Role is requested.
When form has all the necessary signatures, please send to: Security Administrator, MS 202.
For IT/Security Administrator use only below:
Added to security groups by:
Signature:
Date:
Comments:
Web_Report_Viewer_Form.doc
Last modified April 14, 2020
Page 5 of 5