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Source/Use Links

Source/Use Reports

Highlights

Source/Use is a financial reporting and trending approach widely used by University departments. Source/Use reporting allows departments to compare incoming revenue (i.e., sources) to outgoing expenditures (i.e., uses) in order to identify trends and anomalies.

Report Overview

There are three types of Source/Use reports.

The Source/Use At-A-Glance report uses totals, graphs, and percentages to quickly highlight comparisons and trending data for your revenues and expenses for multiple fiscal years by all funds, a single fund, or a specific fund group.



The Source/Use Year-To-Date report offers financial managers the ability to:

  • Identify high level balances by fund or fund group for a fiscal year
  • Analyze sources of revenue and spending by fund or fund group
  • Select various groups of departments within a school/college/department group to facilitate reporting and analysis

The Source/Use Projections report provides year-end projections based on current and prior fiscal year data, enabling you to project full year revenues and expenses at any point during a fiscal year.


Data Sources

M-Reports dataset containing data from the M-Pathways Financial and Physical Resources (FINPROD) and M-Pathways Human Resource Management and Student Administration systems (HEPROD).

Access Details

Your access to Source/Use reports is based on your user profile and the role(s) you are assigned.

Who needs access?

Individuals responsible for financial management and/or budget preparation and managers who have a business need to view financial information for a department or department group need access to Source/Use reports.

How do I request access?

Access is auto-granted to users with access to the General Ledger dataset in the UM Data Warehouse (Oracle role M_GL_DW1_SEL). Access is also auto-granted to users with the M-Reports role ICEmployment. Users who are not auto-granted but who have a business need to view the reports can request access via the Online Access Request System (OARS). The M-Reports role associated with this capability is SourceUseReports. Unit Liaisons (UL) approve and authorize requests.

What can users see?

When you first view Source/Use reports, you see a default criteria set that is based on your primary appointing department and the department group it rolls up to (e.g., LSA). You are not limited to these settings, so you can change the filters in the criteria bar to view information for any department. You also have the ability to drill down to details.

Refresh Schedule

Monday through Saturday at 1:30 a.m.