Enterprise Reporting is available in the myUFL portal and provides easy access to the University‚s financial, human resources, student, and other management data. Enterprise Reporting is available to any faculty or staff but does require the UF_ER_USER role for general access and may require additional roles depending on the type of information and level of detail.
Please contact your Department Security Administrator (DSA) if you need access to Enterprise Reporting or specific reports.
Frequently Asked Questions
Check these Frequently Asked Questions regarding Enterprise Reporting.
Glossary
A glossary of terms is available to help you with definitions of terms and acronyms used in the myUFL systems.
Forms
- Report Publication
Request
This form is for report developers on campus (i.e., non–Bridges staff) who have created a report in the Beta portal (mybeta.ufl.edu) and want it published in myUFL Enterprise Reporting. - Report Specification
Departments that do not have a report developer in–house and would like to have a report created by the Bridges Reporting team should fill out this form, which provides all requirements and details needed to create the report in Enterprise Reporting. - Special Newsbox Request Form
A “Special Newsbox” is a customized folder within Enterprise Reporting that provides a department or business unit control over their reporting content. Special Newsbox administrators create a folder to save reports, queries, and views to share with other newsbox users. - To create a special newsbox for your department, complete the Special Newsbox Request form and return it to . BA-Bridges Business Intelligence. After the newsbox is created, request the appropriate ARS roles for users and administrators through your Departmental Security Administrator (DSA).
Training Materials
Visit the myUFL Toolkits pages at http://hr.ufl.edu/training/myUFL/Toolkits/.
Additional Resources
- Report Catalog
An inventory of all reports, and their associated security roles, available in Enterprise Reporting is updated on an as needed basis. - Summary Department
Ledger Reports
Summary Ledgers are similar to what was formerly known as Department Ledgers in SAMAS. In Enterprise Reporting, those with UF_ER_FI_LEDGER, groups: Appropriations, Cash, Grants, Construction and Auxiliary. This guide is designed to help you run a variety of reports to help you manage your budget. This 34–page document may take a few minutes to load due to size and number of graphics.
Additional Resources for Developers
- Report Publication
Request
This form is for report developers on campus (i.e., non–Bridges staff) who have created a report in the Beta portal (mybeta.ufl.edu) and want it published in myUFL Enterprise Reporting. - Report
Specification
Departments that do not have a report developer in–house and would like to have a report created by the Bridges Reporting team should fill out this form, which provides all requirements and details needed to create the report in Enterprise Reporting. - Project
Report Package
This guide describes the Summary Expense report for projects, the Expense Detail report for projects and the Payroll Cost Distribution report for projects. Together these reports provide information for principle investigators and grant administrators regarding the budget and spending of projects. - Department Reports
This guide describes the Summary Expense report for departments, the Expense Detail report for departments and the Payroll Cost Distribution report for departments. Together these reports provide information to fiscal administrators regarding the budgeting and spending of state appropriated funds.
Some of the files below are zipped and require the Visio Reader to view the information. You can download the Visio Reader here.
Star Schema:
- Finance Star Schemas (Visio file)
- HR/Payroll Star Schemas (Visio file)
- Student Star Schema (Visio file)
- Grant Star Schema (Html file)
Warehouse Staging Structure:
- Finance Warehouse Structure (Visio file)
- HR/Payroll Warehouse Structure (Visio file)
- Student Warehouse Structure (Html file)
Data Dictionary:
Security Roles
End User Roles
- UF_ER_SA_Student_Financials
Provides reports, analytics, and ad-hoc queries for myUFL Student Financials balances, transactional details, and accounting information. (P3) - UF_ER_USER
Provides basic access to enterprise reporting. (P3) - UF_ER_FI_ASSET_MGMT
Contains current asset management material for property, facilities and inventory-related material. (P3) - UF_ER_FI_Budget_Prep
Contains Budget preparation content for college and departments. (P3) - UF_ER_FI_Budget_Oper
Contains Operating Budget content for college and departments. (P3) - UF_ER_FI_Budget
Contains current Budget management material for personnel and other support budget information. Fee Waiver financial management information is included. (P3) - UF_ER_FI_Exp_and_Travel
Expense and Travel content. (P3) - UF_ER_FI_Ledger
Contains General Ledger reports and analytics. Expenditure analytics, and Control (available balance) management reporting. (P3) - UF_ER_FI_Purchasing
Contains Purchasing reports and analytics for college, departments and administrative users. (P3) - UF_ER_FI_SponsResearch
Contains Sponsored Research and Grant management reports and analytics. Includes pre and post award content. (P3) - UF_ER_HRPR_Ben_Leave
Contains Employee Leave Program analytics and reports for reviewing various needs of college - department administration. (P3) - UF_ER_HRPR_Benefits
Contains Benefit Programs, for both employee and employer paid, employee leave, and other non pay additives and programs that support the compensation packages of the UF Workforce. (P3) - UF_ER_PA_Application_Access
Contains information regarding the assignment of PeopleSoft Security Roles (for DSA's). (P3) - UF_ER_HRPR_Pay_Cost
Current year Cost Distribution history and analytic reports. (P3) - UF_ER_HRPR_Pay_Warrant
Current year Warrant history and periodic reports. (P3) - UF_ER_HRPR_Pay_CurrPayCycle
Contains material for reviewing the current and recent pay periods. Includes both on and off cycle pay warrant and correction material. Reports include pay list, pay statistics, and pay funding. (P3) - UF_ER_HRPR_Pay
Contains Pay Information of both Warrant details and Payroll Cost information. Payroll analytics for reviewing accuracy and trends in Pay data. (P3) - UF_ER_HRPR_Workforce
Workforce Reports, Analytics and Query tools to review jobs, salary and other key workforce factors. (P3) - UF_ER_SNB_02050000_User
This is an end user role available to PV-INSTITUTIONAL RESEARCH only. It allows access to the Special Newsbox for 02050000 - PV-INSTITUTIONAL RESEARCH. Special Newsbox USERS are designated by the department to have access to the organizational folder structure and execute reports, queries, and views within that structure. (P3) - UF_ER_SNB_13000000_User
This is an end user role available to College of Fine Arts only. It allows access to the Special Newsbox for 13000000 College of Fine Arts. Special Newsbox USERS are designated by the department to have access to the organizational folder structure and execute reports, queries, and views within that structure. (P3) - UF_ER_SNB_16000000_User
Access to the organizational folder structure for College of Liberal Arts and Sciences and access to execute reports, queries, and views within department structure. (P3) - UF_ER_SNB_20010000_User
This is an end user role available to International Center only. It allows access to the Special Newsbox for 20010000 - International Center. Special Newsbox USERS are designated by the department to have access to the organizational folder structure and execute reports, queries, and views within that structure. (P3) - UF_ER_SNB_50010000_User
This is an end user role available to UF Foundation only. It allows access to the Special Newsbox for 50010000 UF Foundation. Special Newsbox USERS are designated by the department to have access to the organizational folder structure and execute reports, queries, and views within that structure. (P3) - UF_ER_SNB_60013800_User
This is an end user role available to AG-Budget/Finance only. It allows access to the Special Newsbox for 60013800 AG-Budget/Finance. Special Newsbox USERS are designated by the department to have access to the organizational folder structure and execute reports, queries, and views within that structure. (P3) - UF_ER_SNB_60070000_User
This is an end user role available to Agricultural and Biological Engineering only. It allows access to the Special Newsbox for 60070000 Agricultural and Biological Engineering. Special Newsbox USERS are designated by the department to have access to the organizational folder structure and execute reports, queries, and views within that structure. (P3) - UF_ER_SNB_60100000_User
This is an end user role available to Microbiology & Cell Science only. It allows access to the Special Newsbox for 60100000 Microbiology & Cell Science. Special Newsbox USERS are designated by the department to have access to the organizational folder structure and execute reports, queries, and views within that structure. (P3) - UF_ER_SNB_60300000_User
This is an end user role available to UF Leadership & Education Foundation Inc only. It allows access to the Special Newsbox for 60300000 UF Leadership & Education Foundation Inc. Special Newsbox USERS are designated by the department to have access to the organizational folder structure and execute reports, queries, and views within that structure. (P3) - UF_ER_SNB_60730000_User
This is an end user role available to Citrus Research and Education Center only. It allows access to the Special Newsbox for 60730000 Citrus Research and Education Center. Special Newsbox USERS are designated by the department to have access to the organizational folder structure and execute reports, queries, and views within that structure. (P3 - UF_ER_SNB_61000000_User
This is an end user role available to General Accounting only. It allows access to the Special Newsbox for 61000000 VP for Business Affairs. Special Newsbox USERS are designated by the department to have access to the organizational folder structure and execute reports, queries, and views within that structure. (P3) - UF_ER_SNB_64601000_User
This is an end user role available to General Accounting only. It allows access to the Special Newsbox for 64601000 General Accounting. Special Newsbox USERS are designated by the department to have access to the organizational folder structure and execute reports, queries, and views within that structure. (P3) - UF_ER_SNB_95350000_User
This is an end user role available to UF Research Foundation only. It allows access to the Special Newsbox for 95350000 UF Research Foundation. Special Newsbox USERS are designated by the department to have access to the organizational folder structure and execute reports, queries, and views within that structure. (P3) - UF_ER_Special_NewsB_13000000
This is an end user role available to College of Fine Arts only. It allows access for the administrators of the Special Newsbox 13000000 College of Fine Arts. Special Newsbox ADMINISTRATORS are designated by the department to create an organizational folder structure and save reports, queries, and views within that structure. (P3) - UF_ER_Special_NewsB_20010000
This is an end user role available to International Center only. It allows access for the administrators of the Special Newsbox 20010000 – International Center. Special Newsbox ADMINISTRATORS are designated by the department to create an organizational folder structure and save reports, queries, and views within that structure. (P3) - UF_ER_Special_NewsB_50010000
This is an end user role available to UF Foundation only. It allows access for the administrators of the Special Newsbox 50010000 UF Research Foundation. Special Newsbox ADMINISTRATORS are designated by the department to create an organizational folder structure and save reports, queries, and views within that structure. (P3) - UF_ER_Special_NewsB_60013800
This is an end user role available to AG-Budget/Finance only. It allows access for the administrators of the Special Newsbox 60013800 – AG - Budget/Finance. Special Newsbox ADMINISTRATORS are designated by the department to create an organizational folder structure and save reports, queries, and views within that structure. (P3) - UF_ER_Special_NewsB_60150000
This is an end user role available to Food Science and Human Nutrition only. It allows access for the administrators of the Special Newsbox 60150000 Food Science and Human Nutrition. Special Newsbox ADMINISTRATORS are designated by the department to create an organizational folder structure and save reports, queries, and views within that structure. (P3) - UF_ER_Special_NewsB_60150000_User
This is an end user role available to Food Science and Human Nutrition only. It allows access for the administrators of the Special Newsbox 60150000 Food Science and Human Nutrition. Special Newsbox USERS are designated by the department to have access to the organizational folder structure and execute reports, queries, and views within that structure. (P3) - UF_ER_Special_NewsB_60100000
This is an end user role available to Microbiology & Cell Science only. It allows access for the administrators of the Special Newsbox 60100000 Microbiology & Cell Science. Special Newsbox ADMINISTRATORS are designated by the department to create an organizational folder structure and save reports, queries, and views within that structure. (P3) - UF_ER_Special_NewsB_60300000
This is an end user role available to UF Leadership & Education Foundation Inc only. It allows access for the administrators of the Special Newsbox 60300000 UF Leadership & Education Foundation Inc. Special Newsbox ADMINISTRATORS are designated by the department to create an organizational folder structure and save reports, queries, and views within that structure. (P3) - UF_ER_Special_NewsB_60070000
Users with access to 60070000 – Agricultural and Biological Engineering Special Newsbox may save their final queries and views in this folder. Submit a request to the Special Newsbox Administrator to have them moved to an appropriate location (folder) for sharing with your group. (P3) - UF_ER_Special_NewsB_60730000
This is an end user role available to Citrus Research and Education Center only. It allows access for the administrators of the Special Newsbox 60730000 - Citrus Research and Education Center. Special Newsbox ADMINISTRATORS are designated by the department to create an organizational folder structure and save reports, queries, and views within that structure. (P3) - UF_ER_Special_NewsB_61000000
This is an end user role available to VP for Business Affairs only. It allows access for the administrators of the Special Newsbox 61000000 - VP for Business Affairs. Special Newsbox ADMINISTRATORS are designated by the department to create an organizational folder structure and save reports, queries, and views within that structure. (P3) - UF_ER_Special_NewsB_64601000
This is an end user role available to Citrus Research and Education Center only. It allows access for the administrators of the Special Newsbox 64601000 - Citrus Research and Education Center. Special Newsbox ADMINISTRATORS are designated by the department to create an organizational folder structure and save reports, queries, and views within that structure. (P3) - UF_ER_Special_NewsB_95350000
This is an end user role available to UF Research Foundation only. It allows access for the administrators of the Special Newsbox 95350000 UF Research Foundation. Special Newsbox ADMINISTRATORS are designated by the department to create an organizational folder structure and save reports, queries, and views within that structure. (P3) - UF_ER_Special_NewsB_HCSC_ADMIN
HSC Reporting Administrator. This is an end user role available to HSC only. It allows access for the administrators of the Special Newsbox HSC. Special Newsbox ADMINISTRATORS are designated by the department to create an organizational folder structure and save reports, queries, and views within that structure. (P3)
Core User Roles
- UF_ER_SA_SECURED
Core office role for reports, analytics, and ad-hoc queries for myUFL Student Financials balances, transactional details, and accounting information. Users with this role will also have access to restricted data, as well as data in the UF_ER_SA_Student_Financials role. (P5) - UF_EP_TREE_VIEWER
This role grants view access to all trees in EP. (P3) - UF_EP_TREE_MANAGER
This role has update rights to trees and query access groups that are managed via trees. (P5) - UF_EP_USER
EP global/universal role that grants sign on and non-page permissions. (P3) - UF_ER_FI_ALL
Contains all financial reports. (P3) - UF_ER_FI_Budget_ALL
Access to all budget reporting reports. (P3) - UF_ER_FI_BudgetC_Prep
Contains Budget preparation content for Central Budget office and management. (P3) - UF_ER_FI_BudgetC_Oper
Contains Operating Budget content for Central office and management. (P3) - UF_ER_FI_BudgetCentral
Contains Budget content for Budget Director and other central management areas. (P3) - UF_ER_FI_Ledger_ALL
Access to all ledger reporting reports. (P3) - UF_ER_FI_Ledger_Control
Control and available balance reports analytics and query tools. (P3) - UF_ER_FI_Ledger_Dept
Actual Ledger analytics and reports. (P3) - UF_ER_FI_Purchasing_ALL
Access to all purchasing reports. (P3) - UF_ER_FI_Purchasing_ALL UF_ER_FI_PurchasingCentral
Contains content and monitoring for purchasing administration. (P3) - UF_ER_FI_Recon_CORE
This is a Core user role available to General Accounting Core Office personnel only. It allows access for General Accounting to conduct audits of the Monthly Financial Reports. (P3) - UF_ER_FI_SponsResearch_ALL
Access to all sponsored research reports. (P3) - UF_ER_FI_SponsRschCentral
Central offices analytics and reports for pre and post award. Contains sensitive information. (P3) - UF_ER_HRPR_ALL
Contains all HR reporting roles: UF_ER_HRPR_Benefit_ALL and UF_ER_HRPR_Pay_ALL. (P3) - UF_ER_HRPR_Benefit_ALL
Access to all Benefit program reports. (P3) - UF_ER_HRPR_BenC_Leave
Contains sensitive and private leave information. Data within this folder is very secure and may have HIPPA considerations. (P3) - UF_ER_HRPR_BenefitCentral
University management level benefits management analytics and reports. Data within this folder should be considered sensitive and treated securely. (P3) - UF_ER_HRPR_Pay_ALL
Access to all pay related reports. (P3) - UF_ER_HRPR_PayC_Cost
Contains private and central office info for the current fiscal year cost. (P3) - UF_ER_HRPR_PayC_Warrant
Contains private and central office info for the current calendar year pay warrants. (P3) - UF_ER_HRPR_Workforce_ALL
Access to all HR workforce reports. (P3) - UF_ER_HRPR_WKF_LtrAppt_Waiver
Contains Student Waiver Information. (P3) - UF_ER_HRPR_WKforce_AffmAct
Contains EEO reports and studies related to the Affirmative Action and EEO statistics of the departments and colleges. This role is highly restricted. (P3) - UF_ER_PA_Applic_AccessCentral
Contains information regarding the assignment of PeopleSoft Security Roles Data within this folder should be considered sensitive and treated securely (for Bridges Staff). (P3)
Assistance
Please contact the UF Help Desk (392-HELP) for questions regarding the use of myUFL and Enterprise Reporting.
