IMPORTANT:  The CU-Data reporting system is being  upgraded to Cognos 12 on Thursday evening, August 15, 2024. With Cognos 12, you will see a number of enhancements to the CU-Data User Interface (UI). Some of the menu items that you regularly use for m-Fin reports will move to different locations on the home screen ... but they will all still be there, just arranged in a more streamlined menu. Note that the m-Fin reports themselves have not changed.  Learn more about the upgrade here [2].

Learn how to run and save reports in CU-Data.

 = Features a Mastering m-Fin mini-webinar recording

Running Reports

• Navigating CU-Data [3] - Shows how to navigate to CU-Data to run reports. 
• Running a Report in CU-Data [4] - Shows how to run a report in CU-Data.
• Searching in CU-Data [5] - Shows how to search for prompt values, like SpeedTypes or Employee ID numbers, when running a report in CU-Data.
• Drilling Down in CU-Data [6] - Shows clicking on blue underlined text in m-Fin reports to see underlying reports for more detail.

Saving and Scheduling Reports

• Creating Report Views in CU-Data [7] - Shows how to save pre-set prompt values (helpful if you regularly run reports for the same SpeedTypes). Shows how to change the default format for a Report View and change the orientation of a PDF report.
• Scheduling Reports for Month-End/Year-End Close [8] - Shows how to save pre-set prompt values and schedule a report to run automatically after each month-end close. You can also schedule reports to run on a daily or weekly basis. 
• Updating Report Views (including Scheduled Reports) [9] - Shows how to update a saved Report View to include different prompts.
• Troubleshooting Scheduled Reports [10] - Shows how to renew credentials to correct issues with scheduled reports that are no longer running.

Updating CU-Data Preferences

• Changing the Orientation of your PDF [11] - Shows how to update the default format of a report view so that it prints a PDF of your m-Fin report in portrait orientation, rather than landscape.
• Updating Your Home Page in CU-Data [12] - Shows how to set a report or report view as your home page so that you land directly on it when you open CU-Data.

Highlight Videos

• Looking up Available Gift Fund Balances [13] - Shows how to look up the CU  Foundation available balance for a linked Fund 34 Gift SpeedType in the Finance System or in CU-Data.​
• Looking up Study Subject Payments [14] - Shows how to run the m-Fin Financial Detail II report for common study subject payment accounts.​
• Monthly Financial Review Reports [15] - Shows the 5 reports you should review every month if you are responsibile for reconciling a SpeedType or group of SpeedTypes.
• Understanding PO Encumbrances [16] - Shows how purchase order encumbrances and actual expenses look on your m-Fin Financial Detail report.