Obtaining Access to Enterprise Reporting & Analytics Reports

This article guides you on how to get access to Reports and Adhoc reporting for Northwestern's administrative systems.

This document also provides a high level Support for Access, Data, Usage > Business Process found in Reporting system, Cognos Analytics.

Subject Area Support for Access / Data / Usage / Business Process Access Form / Agreement / Email
Alumni Relations and Development (ARD)

To request access the user should submit a completed Confidentiality Agreement and ARD Security Access Request form to ARD-HELP@northwestern.edu

For help with creating reports, the user should contact their SSR. If the user is an SSR, they should send a message/request for help to the SSR listserv. If the user is outside of ARD and does not have an SSR, they should contact NUIT support.

ARD Access Information
College and University Financial Systems (CUFS) Historical Reporting

The user should contact Lysa Xiao Lei for business process and to request access to CUFS Reporting

Access Form
Effort Reporting

Contact IT Technology Support Services (1-HELP)or for setting up FFRA report access, start at: http:/ffra.northwestern.edu/security/.

On that page, there are the links to security forms and job aids. "Sponsored Program Management" rights on the FFRA security form grants access to Effort Reporting.

FFRA Access Forms and Job Aids
Endowment

Access processes for Endowment vary by report/tool. The user should contact Northwestern IT Support at consultant@northwestern.edu or 1-HELP. IT Support will direct the user to an ERA representative who will help them determine what steps they should take to request the access they need.

Access to the following Endowment reports is granted to all users of FFRA Financials reports. To request access to any of these reports, start at: http:/ffra.northwestern.edu/security/

  • Account Level Spending
  • Direct Spending and Transfers by Department and Project
  • Endowment Spending Balances
  • Faculty Staff and Students Paid from Endowment Projects

Access to the following Endowment reports is granted to all users who have access to Central/Accounting Services or Central/Budget FFRA reports. To request access to any of these reports, start at: FFRA Access Form

  • Direct Spending and Transfers by School and Unit
  • Endowment Spending Balances by School and Unit

Access to the following reporting tools can be requested by contacting NUIT Support (consultant@northwestern.edu). Users must have access to 1. FFRA reports AND 2. access to ARD-BI reporting or be approved by the Executive Director of ARD Services to access the report:

  • Financial Summary report
  • Endowment Beneficiary Query
  • Endowment Stewardee Query

Access to the following report is automatically given to users who have access to Student Records AND Student Financials Reports:

  • Student Beneficiaries

myHR (HR) The user should contact myHR help at 847/467-4800 or email myHRhelp@northwestern.edu myHR Access Form
Finance, Facilities, and Research Administration (FFRA)

Contact IT Technology Support Services (1-HELP).

FFRA Access Forms
Granite The user should contact email Jan MacDermid. Email Jan MacDermid
NUCore The user should contact NUCore Support at nucore-support@northwestern.edu nucore-support@northwestern.edu
PMU (Primary Management Unit) All BI System users are given access by default. For data or usage questions, please contact Joan Sherman
Research Space Metrics The user should contact financial operations: foitsecurity@northwestern.edu foitsecurity@northwestern.edu
Student Admissions

Access processes for Admissions vary by report/tool. The user should contact Northwestern IT Support at consultant@northwestern.edu or 1-HELP. IT Support will direct the user to an ERA representative who will help them determine what steps they should take to request the access they need.

The Student Admissions Form is required for access to all Student Admissions reporting tools.

For the Undergraduate Student Lifecycle Query and the Undergraduate Student by Term Integrated Query, the Student Records access form is also required, if the user does not already have access to Student Records -BI reporting tools.


Student Admissions Access Form
Student Financials

The user should fill out the SES Access form.

Student Financials Access Form
Student Funding

Student Funding History

  • View funding history for an individual student (i.e. to check use of TGS allocated quarters or to look for GA/TA quarters).
  • View funding history for a program or school.
  • View funding history on a particular chart string (i.e. to determine who was funded on a training grant).
  • Use the data in the report to populate a “dashboard” to be used by senior leaders in making funding decisions.

Student Funding Access Form
Student Records

The user should fill out and submit the Student Records access form.

If a user requires access to Student Records Analysis Studio, they will need to specify this is the Other Student Records access needed section of the form.

For further help, please open a Service Manager Ticket for University Enrollment - SES

Student Records Access Form
Parking The user should email Tatyana Malina t-malina@northwestern.edu to request access t-malina@northwestern.edu

See Also:

For additional assistance please contact the IT Support Center at 847-491-4357 (1-HELP) option 2, or consultant@northwestern.edu.




Keywords:cognos, "business intelligence", bi, reports, adhoc Analytics ARD, NUFIN SES Endowment "Security Access" "myHR Access" "Primary Management Unit" "Student Financials" "Student Funding" "Student Records" Parking NUCore, ERA   Doc ID:77037
Owner:Enterprise Reporting & Analytics .Group:Northwestern
Created:2017-09-27 13:28 CSTUpdated:2018-09-06 14:34 CST
Sites:Northwestern
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