m-Fin How-to: Running a Report in CU-Data

Are you ready to run a report in the CU Reporting System?

Watch the video

Read the procedures

1. Log in to your campus portal and on the CU Resources Home tab, click the CU-Data tile.

   • ​​You can use the Search icon and type a keyword such as operating for Operating Summary - select the report

   • Or you can click the Team ContentTeam ContentYou can navigate the Team content folder to get to all reports. Reports are listed in alphabetical order. ​ folder and select Finance.

2. ​A list of reports will appear in alphabetical order - select the report

3. Enter your report prompts and click Finish to run.

​​Want to re-run the report with different parameters?

Click the Run As icon in the upper left then select Reset prompts and run.

Want a different format?

Click the Run As icon and select the format you prefer: PDF … Excel ...Excel data … or CSV. If you want to print a fully formatted report, it’s helpful to run the report to PDF.

Want to drill for additional detail?

Click on any of the blue hyperlinked values. The resulting data will generally display in the same tab.