Enterprise Reporting is found 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) for 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
- 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 email it to Bridges Help. 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 http://hr.ufl.edu/training/myUFL/Toolkits/ pages.
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.
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.
Some of these files are zipped and require the Visio Reader to view the information. Please download Visio Reader to view these files.
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)
Data Dictionary:
- Student Warehouse Data Dictionary (Excel file)
Security Roles
End User Roles
- UF_ER_CRN_QUERY_STUDIO
This role provides ad-hoc query capability in Enterprise Reporting. The successful completion of training course PST012 - Reporting: Query Studio is required before this role can be approved for a user. (P5) - UF_ER_FI_ASSET_MGMT
This role allows access to current asset management material for property, facilities, and inventory-related material. (P3) - UF_ER_FI_Budget
This role allows access to current budget management material for personnel and other support budget information, including fee waiver financial management information. (P3) - UF_ER_FI_Budget_Oper
This role allows access to operating budget content for colleges and departments. (P3) - UF_ER_FI_Budget_Prep
This role allows access to budget preparation content for colleges and departments. (P3) - UF_ER_FI_Exp_and_Travel
This role allows access to expense and travel content. (P3) - UF_ER_FI_Ledger
This role allows access to General Ledger reports and analytics, including expenditure analytics, and control (available balance) management reporting. (P3) - UF_ER_FI_Purchasing
This role allows access to Purchasing reports and analytics for college, department, and administrative users. (P3) - UF_ER_FI_SponsResearch
This role allows access to Sponsored Research and Grant management reports and analytics, including pre- and post-award content. (P3) - UF_ER_HRPR_Ben_Leave
This role allows access to employee leave program analytics, to create reports for reviewing various needs of college and department administration. (P3) - UF_ER_HRPR_Benefits
This role allows access to benefit program information for both employee- and employer-paid leave, and other non-pay additives and programs that support the compensation packages of the UF Workforce. (P3) - UF_ER_HRPR_Pay_Cost
This role allows access to current year cost Distribution history and analytic reports. (P3) - UF_ER_HRPR_Pay_CurrPayCycle
This role allows users to see all material for reviewing the current and recent pay periods, including on- and off-cycle pay warrant and correction material. Reports include pay list, pay statistics, and pay funding. (P3) - UF_ER_HRPR_Pay_Warrant
This role allows access to the current year warrant history and to periodic reports. (P3) - UF_ER_HRPR_Pay
This role contains pay information of both warrant details and payroll cost information. Users can view payroll analytics, and check for accuracy and trends in pay data. (P3) - UF_ER_HRPR_Workforce
This role provides access to workforce reports, analytics and query tools. Users can review jobs, salary, and other key workforce factors. (P3) - UF_ER_PA_Application_Access
Contains information regarding the assignment of PeopleSoft Security Roles (for DSA's). (P3) - UF_ER_SA_Student_Financials
This role provides the user with the ability to access reports, analytics, and ad-hoc queries for myUFL Student Financials balances, transactional details, and accounting information. (P3) - UF_ER_USER
This role provides basic access to enterprise reporting. (P3)
Core User Roles
- UF_EP_TREE_MANAGER
This role has update rights to trees and query access groups that are managed via trees. (P5) - UF_EP_TREE_VIEWER
This role grants view access to all trees in EP. (P3) - UF_EP_USER
This role allows EP global/universal access that grants sign on and non-page permissions. (P3) - UF_ER_FI_ALL
This role allows access to all financial reports. (P3) - UF_ER_FI_Budget_ALL
This role allows access to all budget reporting reports. (P3) - UF_ER_FI_BudgetC_Oper
This role allows access to operating budget content for central office and management. (P3) - UF_ER_FI_BudgetC_Prep
Contains Budget preparation content for Central Budget office and management. (P3) - UF_ER_FI_BudgetCentral
This role allows access to Budget content for the 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_ PRIVATE
This role allows access to reports, analytics, and ad-hoc queries for myUFL Financials balances, transactional details, and accounting information. Users with this role also have access to private data within the Finance datamarts. (P5) - 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_BenC_Leave
Contains sensitive and private leave information. Data within this folder is very secure and may have HIPPA considerations. (P3) - UF_ER_HRPR_Benefit_ALL
Access to all Benefit program reports. (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_PRIVATE
This role allows the user to run reports, analytics, and ad-hoc queries for myUFL Human Resources balances, transactional details, and accounting information. Users with this role also have access to private information within the Human Resources datamarts. (P5) - 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_HRPR_Workforce_ALL
Access to all HR workforce reports. (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) - 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_ER_SA_PRIVATE
This role allows access to reports, analytics, and ad-hoc queries for myUFL Student Financials balances, transactional details, and accounting information. Users with this role also have access to private data as well as the data included in the UF_ER_SA_Student_Financials role. (P5)
Assistance
Please contact the UF Help Desk (392-HELP) for questions regarding the use of myUFL and Enterprise Reporting.
