{"id":34728,"date":"2024-06-27T10:47:56","date_gmt":"2024-06-27T15:47:56","guid":{"rendered":"https:\/\/www.yorku.ca\/uit-dev\/?page_id=34728"},"modified":"2026-01-09T16:16:01","modified_gmt":"2026-01-09T21:16:01","slug":"data-and-reporting-services","status":"publish","type":"page","link":"https:\/\/www.yorku.ca\/uit\/faculty-and-staff-services\/data-and-reporting-services\/","title":{"rendered":"Data &#038; Reporting"},"content":{"rendered":"\n<div style=\"height:25px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<div class=\"wp-block-columns is-layout-flex wp-container-core-columns-is-layout-9d6595d7 wp-block-columns-is-layout-flex\">\n<div class=\"wp-block-column is-layout-flow wp-block-column-is-layout-flow\" style=\"flex-basis:66.66%\">\n<p>In collaboration with other stakeholders, the Enterprise Data Management &amp; Analytics (DMA) team at UIT provides data management capabilities to support operational and analytical reporting within the university, as well as facilitate system data integrations.&nbsp;&nbsp;<\/p>\n<\/div>\n\n\n\n<div class=\"wp-block-column is-layout-flow wp-block-column-is-layout-flow\" style=\"flex-basis:33.33%\">\n<div class=\"wp-block-group quicklinks_right\"><div class=\"wp-block-group__inner-container is-layout-flow wp-block-group-is-layout-flow\"><statusiq-status-widget src=\"https:\/\/yorku.site24x7statusiq.com\" \ufeffwidget-text=\"IT Service Status\" widget-type=\"badge\" widget-text=\"IT Service Status\"><\/statusiq-status-widget>\n\n\n<div style=\"height:25px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n<form role=\"search\" method=\"get\" action=\"https:\/\/www.yorku.ca\/uit\/\" class=\"wp-block-search__button-outside wp-block-search__text-button wp-block-search\"    ><label class=\"wp-block-search__label\" for=\"wp-block-search__input-1\" >Search<\/label><div class=\"wp-block-search__inside-wrapper\" ><input class=\"wp-block-search__input\" id=\"wp-block-search__input-1\" placeholder=\"\" value=\"\" type=\"search\" name=\"s\" required \/><button aria-label=\"Search\" class=\"wp-block-search__button has-text-color has-white-color has-background has-black-background-color wp-element-button\" type=\"submit\" >Search<\/button><\/div><\/form>\n\n\n<div style=\"height:30px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n<div class=\"wp-block-buttons bg-primary-2 text-white rounded-0 learnmore-block p-2 d-flex justify-content-between align-items-center\"><a class=\"wp-block-button__link has-text-color has-background no-border-radius \" href=\"https:\/\/askus.yorku.ca\/portal\" style=\"background-color:#810001;color:#ffffff\">Submit a Service Request<\/a><i class=\"fas fa-chevron-right small p-2\"><\/i><\/div><\/div><\/div>\n\n\n\n<p><\/p>\n<\/div>\n<\/div>\n\n\n\n<div class=\"wp-block-group\"><div class=\"wp-block-group__inner-container is-layout-flow wp-block-group-is-layout-flow\">\n<div class=\"wp-block-columns is-layout-flex wp-container-core-columns-is-layout-9d6595d7 wp-block-columns-is-layout-flex\">\n<div class=\"wp-block-column is-layout-flow wp-block-column-is-layout-flow\" style=\"flex-basis:100%\">\n<div class=\"wp-block-columns is-layout-flex wp-container-core-columns-is-layout-9d6595d7 wp-block-columns-is-layout-flex\">\n<div class=\"wp-block-column is-layout-flow wp-block-column-is-layout-flow\" style=\"flex-basis:100%\">\n<h2 class=\"wp-block-heading\">Featured Services<\/h2>\n\n\n\n<div class=\"wp-block-columns is-layout-flex wp-container-core-columns-is-layout-9d6595d7 wp-block-columns-is-layout-flex\">\n<div class=\"wp-block-column is-layout-flow wp-block-column-is-layout-flow\" style=\"flex-basis:100%\">\n<div class=\"wp-block-group has-white-background-color has-background\"><div class=\"wp-block-group__inner-container is-layout-flow wp-block-group-is-layout-flow\"><style>.kt-tabs-id34728_2853fc-5f > .kt-tabs-content-wrap > .wp-block-kadence-tab{border-top:13px solid #e31837;border-right:13px solid #e31837;border-bottom:13px solid #e31837;border-left:13px solid #e31837;border-top-left-radius:0px;border-top-right-radius:0px;border-bottom-right-radius:0px;border-bottom-left-radius:0px;padding-top:44px;padding-right:44px;padding-bottom:44px;padding-left:44px;min-height:494px;background:#ffffff;}.wp-block-kadence-tabs .kt-tabs-id34728_2853fc-5f > .kt-tabs-title-list li{margin-top:0px;margin-right:8px;margin-bottom:0px;margin-left:0px;}.wp-block-kadence-tabs .kt-tabs-id34728_2853fc-5f > .kt-tabs-title-list li:last-child{margin-right:0px;}.wp-block-kadence-tabs .kt-tabs-id34728_2853fc-5f > .kt-tabs-title-list li .kt-tab-title, .wp-block-kadence-tabs .kt-tabs-id34728_2853fc-5f > .kt-tabs-content-wrap > .kt-tabs-accordion-title .kt-tab-title{line-height:1.4em;font-weight:regular;font-style:normal;border-top-width:1px;border-right-width:1px;border-bottom-width:1px;border-left-width:1px;border-top-left-radius:4px;border-top-right-radius:4px;border-bottom-right-radius:0px;border-bottom-left-radius:0px;padding-top:8px;padding-right:20px;padding-bottom:8px;padding-left:20px;border-color:#ffffff;color:#555555;background:#ffffff;}.wp-block-kadence-tabs .kt-tabs-id34728_2853fc-5f > .kt-tabs-content-wrap > .kt-tabs-accordion-title .kt-tab-title{margin-top:0px;margin-right:8px;margin-bottom:0px;margin-left:0px;}.wp-block-kadence-tabs .kt-tabs-id34728_2853fc-5f > .kt-tabs-title-list li .kt-tab-title:hover, .wp-block-kadence-tabs .kt-tabs-id34728_2853fc-5f > .kt-tabs-content-wrap > .kt-tabs-accordion-title .kt-tab-title:hover{border-color:#eeeeee;color:#555555;background:#cf2e2e;}.wp-block-kadence-tabs .kt-tabs-id34728_2853fc-5f > .kt-tabs-title-list li.kt-tab-title-active .kt-tab-title, .wp-block-kadence-tabs .kt-tabs-id34728_2853fc-5f > .kt-tabs-content-wrap > .kt-tabs-accordion-title.kt-tab-title-active .kt-tab-title{border-color:#0a6689;color:#0a6689;background:#ffffff;}.wp-block-kadence-tabs .kt-tabs-id34728_2853fc-5f{max-width:1360px;}@media all and (max-width: 1024px){.kt-tabs-id34728_2853fc-5f > .kt-tabs-content-wrap > .wp-block-kadence-tab{border-top:13px solid #e31837;border-right:13px solid #e31837;border-bottom:13px solid #e31837;border-left:13px solid #e31837;}}@media all and (max-width: 767px){.kt-tabs-id34728_2853fc-5f > .kt-tabs-content-wrap > .wp-block-kadence-tab{border-top:13px solid #e31837;border-right:13px solid #e31837;border-bottom:13px solid #e31837;border-left:13px solid #e31837;}}<\/style>\n<div class=\"wp-block-kadence-tabs alignnone\"><div class=\"kt-tabs-wrap kt-tabs-id34728_2853fc-5f kt-tabs-has-4-tabs kt-active-tab-1 kt-tabs-layout-tabs kt-tabs-tablet-layout-inherit kt-tabs-mobile-layout-inherit kt-tab-alignment-center \"><ul class=\"kt-tabs-title-list\"><li id=\"insight\" class=\"kt-title-item kt-title-item-1 kt-tabs-svg-show-always kt-tabs-icon-side-right kt-tab-title-active\"><a href=\"#insight\" data-tab=\"1\" class=\"kt-tab-title kt-tab-title-1 \"><span class=\"kt-title-text\">Insight <\/span><\/a><\/li><li id=\"ereports\" class=\"kt-title-item kt-title-item-2 kt-tabs-svg-show-always kt-tabs-icon-side-right kt-tab-title-inactive\"><a href=\"#ereports\" data-tab=\"2\" class=\"kt-tab-title kt-tab-title-2 \"><span class=\"kt-title-text\">eReports<\/span><\/a><\/li><li id=\"power-bi\" class=\"kt-title-item kt-title-item-3 kt-tabs-svg-show-always kt-tabs-icon-side-right kt-tab-title-inactive\"><a href=\"#power-bi\" data-tab=\"3\" class=\"kt-tab-title kt-tab-title-3 \"><span class=\"kt-title-text\">Power BI <\/span><\/a><\/li><li id=\"tab-datamanagement\" class=\"kt-title-item kt-title-item-4 kt-tabs-svg-show-always kt-tabs-icon-side-right kt-tab-title-inactive\"><a href=\"#tab-datamanagement\" data-tab=\"4\" class=\"kt-tab-title kt-tab-title-4 \"><span class=\"kt-title-text\">Data Management <\/span><\/a><\/li><\/ul><div class=\"kt-tabs-content-wrap\">\n<div class=\"wp-block-kadence-tab kt-tab-inner-content kt-inner-tab-1 kt-inner-tab8e0073-ab\"><div class=\"kt-tab-inner-content-inner\">\n<h2 class=\"wp-block-heading has-text-color\" style=\"color:#e31837\">Overview:<\/h2>\n\n\n\n<p>Insight provides information about first year student admissions and enrolment at ¿ì²¥ÊÓƵ to better support decision making. The dashboards provide metrics on the admissions life cycle from application to enrolment. <\/p>\n\n\n\n<h3 class=\"wp-block-heading has-text-color\" style=\"color:#e31837\">How do I access it? <\/h3>\n\n\n\n<p>Each faculty has an assigned designate to manage access to Insight. Contact your faculty designate for authorization, and then send an email to <a rel=\"noreferrer noopener\" href=\"mailto:askit@yorku.ca\" target=\"_blank\">askit@yorku.ca<\/a> which includes&nbsp;your Passport York ID<\/p>\n\n\n\n<p><\/p>\n\n\n<style>.kt-accordion-id34728_c518a1-12 .kt-accordion-inner-wrap{column-gap:var(--global-kb-gap-md, 2rem);row-gap:8px;}.kt-accordion-id34728_c518a1-12 .kt-accordion-panel-inner{padding-top:var(--global-kb-spacing-sm, 1.5rem);padding-right:var(--global-kb-spacing-sm, 1.5rem);padding-bottom:var(--global-kb-spacing-sm, 1.5rem);padding-left:var(--global-kb-spacing-sm, 1.5rem);}.kt-accordion-id34728_c518a1-12 > .kt-accordion-inner-wrap > .wp-block-kadence-pane > .kt-accordion-header-wrap > .kt-blocks-accordion-header{padding-top:var(--global-kb-spacing-xxs, 0.5rem);padding-right:var(--global-kb-spacing-xs, 1rem);padding-bottom:var(--global-kb-spacing-xxs, 0.5rem);padding-left:var(--global-kb-spacing-xs, 1rem);}@media all and (max-width: 767px){.kt-accordion-id34728_c518a1-12 .kt-accordion-inner-wrap{display:block;}.kt-accordion-id34728_c518a1-12 .kt-accordion-inner-wrap .kt-accordion-pane:not(:first-child){margin-top:8px;}}<\/style>\n<div class=\"wp-block-kadence-accordion alignnone\"><div class=\"kt-accordion-wrap kt-accordion-id34728_c518a1-12 kt-accordion-has-3-panes kt-active-pane-0 kt-accordion-block kt-pane-header-alignment-left kt-accodion-icon-style-arrow kt-accodion-icon-side-right\" style=\"max-width:none\"><div class=\"kt-accordion-inner-wrap\" data-allow-multiple-open=\"false\" data-start-open=\"none\">\n<div class=\"wp-block-kadence-pane kt-accordion-pane kt-accordion-pane-3 kt-pane34728_314f11-80\"><div class=\"kt-accordion-header-wrap\"><button class=\"kt-blocks-accordion-header kt-acccordion-button-label-show\" type=\"button\"><span class=\"kt-blocks-accordion-title-wrap\"><span class=\"kt-blocks-accordion-title\"> Faculty Designates <\/span><\/span><span class=\"kt-blocks-accordion-icon-trigger\"><\/span><\/button><\/div><div class=\"kt-accordion-panel kt-accordion-panel-hidden\"><div class=\"kt-accordion-panel-inner\">\n<figure class=\"wp-block-table\"><table class=\"has-fixed-layout\"><thead><tr><th>Faculty <\/th><th>Designate<\/th><\/tr><\/thead><tbody><tr><td>AMPD<\/td><td>Ron Mitchell<\/td><\/tr><tr><td>Education<\/td><td>Laura Crane<\/td><\/tr><tr><td>Environmental Studies<\/td><td>Paul A Elliott<\/td><\/tr><tr><td>Glendon<\/td><td>Giles Thibodeau<\/td><\/tr><tr><td>Graduate Studies<\/td><td>Jordyn Gray-McInnis<\/td><\/tr><tr><td>Health<\/td><td>Renata Gritsyuk<\/td><\/tr><tr><td>LA&amp;PS<\/td><td>Mathew Harper<\/td><\/tr><tr><td>Lassonde Engineering<\/td><td>Amy Gaukel<\/td><\/tr><tr><td>Osgoode<\/td><td>Diane Pestrin<\/td><\/tr><tr><td>Schulich<\/td><td>Hollis Sinker<\/td><\/tr><tr><td>Science<\/td><td>Susy Ribeiro, Almira Mun-Shimoda<\/td><\/tr><\/tbody><\/table><\/figure>\n<\/div><\/div><\/div>\n<\/div><\/div><\/div>\n\n\n\n<div class=\"wp-block-buttons is-layout-flex wp-block-buttons-is-layout-flex\">\n<div class=\"wp-block-button bg-primary-2 text-white rounded-0 learnmore-block p-2\"><a class=\"wp-block-button__link has-text-color has-background no-border-radius wp-element-button\" href=\"http:\/\/insight.yorku.ca\/analytics\/\" style=\"color:#ffffff;background-color:#810001\" target=\"_blank\" rel=\"noreferrer noopener\">Log into Insight&gt;&gt;<\/a><\/div>\n<\/div>\n\n\n\n<div style=\"height:15px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<p><strong>**Please note<\/strong> in order to access Insight you must have an employee Passport York account. You cannot login using your student account. <\/p>\n\n\n\n<h5 class=\"wp-block-heading\"><strong>Browser Compatibility<\/strong><\/h5>\n\n\n\n<p>Insight Data Warehouse currently supports the following web browsers:&nbsp;<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Mozilla Firefox <\/li>\n<\/ul>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Google Chrome <\/li>\n<\/ul>\n\n\n\n<ul class=\"wp-block-list\">\n<li>MicroSoft Edge&nbsp;<\/li>\n<\/ul>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Safari&nbsp;<\/li>\n<\/ul>\n<\/div><\/div>\n\n\n\n<div class=\"wp-block-kadence-tab kt-tab-inner-content kt-inner-tab-2 kt-inner-tab2b6e06-e8\"><div class=\"kt-tab-inner-content-inner\">\n<h2 class=\"wp-block-heading has-text-color\" style=\"color:#e31837\">Overview: <\/h2>\n\n\n\n<p>eReports is the University's Enterprise Reporting System and provides a variety of operational reports which combine financial, employee and fundraising data to support decision making across the University. Information reflected in reports is as of the end of the previous business day. Reports can be exported to PDF or Excel.&nbsp;<\/p>\n\n\n\n<h3 class=\"wp-block-heading has-text-color\" style=\"color:#e31837\">How do I access it? <\/h3>\n\n\n\n<p><strong>**Please note<\/strong> you will need a&nbsp;<a href=\"https:\/\/www.yorku.ca\/uit\/faculty-and-staff-services\/passport-york\/\" data-type=\"URL\" data-id=\"https:\/\/www.yorku.ca\/uit\/faculty-staff-services\/faculty-and-staff-services-passport-york\/\" target=\"_blank\" rel=\"noreferrer noopener\">Passport York Account<\/a>&nbsp;to log in to eReports.<\/p>\n\n\n\n<p>To request access to eReports, send an email to <a rel=\"noreferrer noopener\" href=\"mailto:askit@yorku.ca\" target=\"_blank\">askit@yorku.ca<\/a> with the following information:&nbsp;<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Employee name&nbsp;<\/li>\n<\/ul>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Employee ID and valid Passport York username&nbsp;<\/li>\n<\/ul>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Which reports you require access to (Finance, Human Resources, or Advancement reports). Contact your Executive Officer or Finance Officer for authorization and approval. <\/li>\n<\/ul>\n\n\n\n<p><strong>Finance Only:<\/strong>&nbsp;<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>List of cost centres or financial rollups that access is required&nbsp;<\/li>\n<\/ul>\n\n\n\n<ul class=\"wp-block-list\">\n<li>For Funds 100, 200, and 300, it is necessary to provide the requested access level (Basic, Intermediate, or Advanced). For a list of reports by level, <a href=\"https:\/\/www.yorku.ca\/finance\/how-to-services\/working-with-ereports\/what-level-of-access-do-you-require\/\" target=\"_blank\" rel=\"noreferrer noopener\">see eReports Access Levels<\/a>&nbsp;<\/li>\n<\/ul>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Rolling Budgets (Funds 100, 200, and 300 only) if required. Note: It is a prerequisite to have cost centres\/financial roll-ups at the intermediate access level or higher for access to rolling budgets, and by default, access will be restricted to these cost centres\/financial roll-ups. Access requests for Funds 400 and 500 must come from the cost centre manager or Research Accounting&nbsp;<\/li>\n<\/ul>\n\n\n\n<p><strong>Human Resources only:<\/strong>&nbsp;<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>List of departments with access to a given report\u2014access will be restricted to employees in those departments&nbsp;<\/li>\n<\/ul>\n\n\n\n<p><strong>Advancement only:<\/strong>&nbsp;<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Send an email to <a href=\"mailto:advancecore@yorku.ca\" target=\"_blank\" rel=\"noreferrer noopener\">advancecore@yorku.ca<\/a> to request access to Advancement-related reports.&nbsp;<\/li>\n<\/ul>\n\n\n<style>.kt-accordion-id34728_f5dd3d-63 .kt-accordion-inner-wrap{column-gap:var(--global-kb-gap-md, 2rem);row-gap:8px;}.kt-accordion-id34728_f5dd3d-63 .kt-accordion-panel-inner{padding-top:var(--global-kb-spacing-sm, 1.5rem);padding-right:var(--global-kb-spacing-sm, 1.5rem);padding-bottom:var(--global-kb-spacing-sm, 1.5rem);padding-left:var(--global-kb-spacing-sm, 1.5rem);}.kt-accordion-id34728_f5dd3d-63 > .kt-accordion-inner-wrap > .wp-block-kadence-pane > .kt-accordion-header-wrap > .kt-blocks-accordion-header{padding-top:var(--global-kb-spacing-xxs, 0.5rem);padding-right:var(--global-kb-spacing-xs, 1rem);padding-bottom:var(--global-kb-spacing-xxs, 0.5rem);padding-left:var(--global-kb-spacing-xs, 1rem);}@media all and (max-width: 767px){.kt-accordion-id34728_f5dd3d-63 .kt-accordion-inner-wrap{display:block;}.kt-accordion-id34728_f5dd3d-63 .kt-accordion-inner-wrap .kt-accordion-pane:not(:first-child){margin-top:8px;}}<\/style>\n<div class=\"wp-block-kadence-accordion alignnone\"><div class=\"kt-accordion-wrap kt-accordion-id34728_f5dd3d-63 kt-accordion-has-4-panes kt-active-pane-0 kt-accordion-block kt-pane-header-alignment-left kt-accodion-icon-style-arrow kt-accodion-icon-side-right\" style=\"max-width:none\"><div class=\"kt-accordion-inner-wrap\" data-allow-multiple-open=\"false\" data-start-open=\"none\">\n<div class=\"wp-block-kadence-pane kt-accordion-pane kt-accordion-pane-3 kt-pane34728_9c051d-8e\"><div class=\"kt-accordion-header-wrap\"><button class=\"kt-blocks-accordion-header kt-acccordion-button-label-show\" type=\"button\"><span class=\"kt-blocks-accordion-title-wrap\"><span class=\"kt-blocks-accordion-title\">Service Availability <\/span><\/span><span class=\"kt-blocks-accordion-icon-trigger\"><\/span><\/button><\/div><div class=\"kt-accordion-panel kt-accordion-panel-hidden\"><div class=\"kt-accordion-panel-inner\">\n<figure class=\"wp-block-table\"><table><thead><tr><th>Day<\/th><th>Hours<\/th><\/tr><\/thead><tbody><tr><td>Monday-Friday<\/td><td>5:00 AM-11:00 PM<\/td><\/tr><tr><td>Saturday<\/td><td>8:00 AM-Midnight<\/td><\/tr><tr><td>Sunday<\/td><td>10:30 AM-Midnight<\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\n<p>For Budget, Forecast &amp; Rolling Budget, <a href=\"https:\/\/www.yorku.ca\/uit\/ereports\/wp-content\/uploads\/sites\/823\/2023\/09\/eReports-Budget-Forecast-Rolling-Budget-Rpts-Availability-2015.pdf\" target=\"_blank\" rel=\"noreferrer noopener\">please click here<\/a><\/p>\n\n\n\n<p><\/p>\n<\/div><\/div><\/div>\n\n\n\n<div class=\"wp-block-kadence-pane kt-accordion-pane kt-accordion-pane-4 kt-pane34728_54d0a4-c1\"><div class=\"kt-accordion-header-wrap\"><button class=\"kt-blocks-accordion-header kt-acccordion-button-label-show\" type=\"button\"><span class=\"kt-blocks-accordion-title-wrap\"><span class=\"kt-blocks-accordion-title\">Software Compatibility <\/span><\/span><span class=\"kt-blocks-accordion-icon-trigger\"><\/span><\/button><\/div><div class=\"kt-accordion-panel kt-accordion-panel-hidden\"><div class=\"kt-accordion-panel-inner\">\n<p>Web Browsers&nbsp;<\/p>\n\n\n\n<p>eReports currently supports the following web browsers:&nbsp;<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Mozilla Firefox&nbsp;&nbsp;<\/li>\n<\/ul>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Google Chrome&nbsp;&nbsp;<\/li>\n<\/ul>\n\n\n\n<ul class=\"wp-block-list\">\n<li>MicroSoft Edge&nbsp;<\/li>\n<\/ul>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Safari&nbsp;<\/li>\n<\/ul>\n\n\n\n<p>Additional Software&nbsp;<\/p>\n\n\n\n<figure class=\"wp-block-table\"><table><tbody><tr><td><strong>Software<\/strong>&nbsp;<\/td><td><strong>Supported Versions<\/strong>&nbsp;<\/td><\/tr><tr><td>Adobe Reader&nbsp;<\/td><td>8.0, 9.0, 10.0, 11.0&nbsp;<\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\n<p><strong>Content Export:<\/strong>&nbsp;<\/p>\n\n\n\n<figure class=\"wp-block-table\"><table><tbody><tr><td><strong>Software<\/strong>&nbsp;<\/td><td><strong>Supported Versions<\/strong>&nbsp;<\/td><\/tr><tr><td>Microsoft Excel&nbsp;<\/td><td>2007, 2010, O365&nbsp;<\/td><\/tr><tr><td>Microsoft Word&nbsp;<\/td><td>2010, O365&nbsp;<\/td><\/tr><tr><td>Microsoft PowerPoint&nbsp;<\/td><td>2007, 2010, O365&nbsp;<\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\n<p><strong>Important Notes<\/strong>&nbsp;<\/p>\n\n\n\n<p><strong>General:<\/strong>&nbsp;<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Microsoft\u00ae Service Packs are supported.&nbsp;<\/li>\n<\/ul>\n\n\n\n<ul class=\"wp-block-list\">\n<li>eReports requires enabling pop-ups and adding it to trusted sites for proper functionality.&nbsp;<\/li>\n<\/ul>\n\n\n\n<p><strong>Content Export:<\/strong>&nbsp;<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Known issues with opening Office 2003 or older files in Office 2010.&nbsp;<\/li>\n<\/ul>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Actuate e.Reports supports export to older Microsoft Office formats (xls, doc, ppt).&nbsp;<\/li>\n<\/ul>\n\n\n\n<p><strong>Workaround for Office 2010 Issues:<\/strong>&nbsp;<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Export to newer Office 2010 formats (e.g., xlsx, pptx, docx) or adjust Office 2010 settings to open older formats.&nbsp;<\/li>\n<\/ul>\n<\/div><\/div><\/div>\n<\/div><\/div><\/div>\n\n\n\n<p><\/p>\n<\/div><\/div>\n\n\n\n<div class=\"wp-block-kadence-tab kt-tab-inner-content kt-inner-tab-3 kt-inner-tab14a74c-e9\"><div class=\"kt-tab-inner-content-inner\">\n<div class=\"wp-block-group\"><div class=\"wp-block-group__inner-container is-layout-flow wp-block-group-is-layout-flow\">\n<h2 class=\"wp-block-heading has-text-color\" style=\"color:#e31837\">Overview: <\/h2>\n\n\n\n<div class=\"wp-block-columns is-layout-flex wp-container-core-columns-is-layout-9d6595d7 wp-block-columns-is-layout-flex\">\n<div class=\"wp-block-column is-layout-flow wp-block-column-is-layout-flow\">\n<p>Power BI is a data visualization tool that allows you to analyze and present information. All faculty and staff at ¿ì²¥ÊÓƵ have access to a free power BI license. Alternatively, a Power BI Pro license may be purchased annually if required to support publishing and sharing of dashboards to a broader community.&nbsp;<\/p>\n\n\n<style>.kt-accordion-id34728_919c3e-c0 .kt-accordion-inner-wrap{column-gap:var(--global-kb-gap-md, 2rem);row-gap:8px;}.kt-accordion-id34728_919c3e-c0 .kt-accordion-panel-inner{padding-top:var(--global-kb-spacing-sm, 1.5rem);padding-right:var(--global-kb-spacing-sm, 1.5rem);padding-bottom:var(--global-kb-spacing-sm, 1.5rem);padding-left:var(--global-kb-spacing-sm, 1.5rem);}.kt-accordion-id34728_919c3e-c0 > .kt-accordion-inner-wrap > .wp-block-kadence-pane > .kt-accordion-header-wrap > .kt-blocks-accordion-header{padding-top:var(--global-kb-spacing-xxs, 0.5rem);padding-right:var(--global-kb-spacing-xs, 1rem);padding-bottom:var(--global-kb-spacing-xxs, 0.5rem);padding-left:var(--global-kb-spacing-xs, 1rem);}@media all and (max-width: 767px){.kt-accordion-id34728_919c3e-c0 .kt-accordion-inner-wrap{display:block;}.kt-accordion-id34728_919c3e-c0 .kt-accordion-inner-wrap .kt-accordion-pane:not(:first-child){margin-top:8px;}}<\/style>\n<div class=\"wp-block-kadence-accordion alignnone\"><div class=\"kt-accordion-wrap kt-accordion-id34728_919c3e-c0 kt-accordion-has-3-panes kt-active-pane-0 kt-accordion-block kt-pane-header-alignment-left kt-accodion-icon-style-arrow kt-accodion-icon-side-right\" style=\"max-width:none\"><div class=\"kt-accordion-inner-wrap\" data-allow-multiple-open=\"false\" data-start-open=\"none\">\n<div class=\"wp-block-kadence-pane kt-accordion-pane kt-accordion-pane-3 kt-pane34728_627a28-f4\"><div class=\"kt-accordion-header-wrap\"><button class=\"kt-blocks-accordion-header kt-acccordion-button-label-show\" type=\"button\"><span class=\"kt-blocks-accordion-title-wrap\"><span class=\"kt-blocks-accordion-title\">Power BI license vs. Power BI Pro license <\/span><\/span><span class=\"kt-blocks-accordion-icon-trigger\"><\/span><\/button><\/div><div class=\"kt-accordion-panel kt-accordion-panel-hidden\"><div class=\"kt-accordion-panel-inner\">\n<ol class=\"wp-block-list\">\n<li><strong>Free Power BI license for students, faculty and staff:<\/strong> a free desktop version of Power BI that allows users to publish to the external public website&nbsp;<a href=\"http:\/\/powerbi.com\/\">power.bi.com<\/a>.&nbsp;All York employees and students can use this version, and it is available through the M365 portal.&nbsp;<em>Note: the FREE version should not be used if you want to create reports to be shared internally with other users or which contain confidential data.<\/em><\/li>\n\n\n\n<li><strong>Power BI Pro license for Faculty and Staff:&nbsp;<\/strong>This individual named-user license allows for full access to both create and view reports. The cost for each license is ~$30\/year per user.&nbsp;<strong>Employee licenses&nbsp;<u>cannot<\/u>&nbsp;be reassigned&nbsp;<\/strong>during the same fiscal year they were purchased. &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp;&nbsp;<\/li>\n\n\n\n<li><strong>Power BI Premium:&nbsp;<\/strong>This site-wide license allows end users to view reports and dashboards. The premium license only requires report authors to have the license; end users do not require any additional licenses to be purchased. Power BI Premium has already been implemented at York and eliminates the need to purchase individual Pro licenses for all users (developers and consumers).<\/li>\n<\/ol>\n\n\n\n<figure class=\"wp-block-table\"><table class=\"has-fixed-layout\"><tbody><tr><td><strong>Features <\/strong><\/td><td><strong>Free <\/strong><\/td><td><strong>Pro <\/strong><\/td><\/tr><tr><td>Connect to 70+ data resources <\/td><td><img decoding=\"async\" src=\"https:\/\/support.content.office.net\/en-us\/media\/5e6bcf49-2b5f-42c6-9c53-91badba25aaf.png\" alt=\"Check mark, Wingdings font, character code 252 decimal.\"><\/td><td><img decoding=\"async\" src=\"https:\/\/support.content.office.net\/en-us\/media\/5e6bcf49-2b5f-42c6-9c53-91badba25aaf.png\" alt=\"Check mark, Wingdings font, character code 252 decimal.\"><\/td><\/tr><tr><td>Publish to web <\/td><td><img decoding=\"async\" src=\"https:\/\/support.content.office.net\/en-us\/media\/5e6bcf49-2b5f-42c6-9c53-91badba25aaf.png\" alt=\"Check mark, Wingdings font, character code 252 decimal.\"><\/td><td><img decoding=\"async\" src=\"https:\/\/support.content.office.net\/en-us\/media\/5e6bcf49-2b5f-42c6-9c53-91badba25aaf.png\" alt=\"Check mark, Wingdings font, character code 252 decimal.\"><\/td><\/tr><tr><td>Peer-to-peer sharing <\/td><td><strong>\u2717 <\/strong><\/td><td><img decoding=\"async\" src=\"https:\/\/support.content.office.net\/en-us\/media\/5e6bcf49-2b5f-42c6-9c53-91badba25aaf.png\" alt=\"Check mark, Wingdings font, character code 252 decimal.\"><\/td><\/tr><tr><td>Export to PowerPoint, Excel, CSV<\/td><td><strong>\u2717<\/strong><\/td><td><img decoding=\"async\" src=\"https:\/\/support.content.office.net\/en-us\/media\/5e6bcf49-2b5f-42c6-9c53-91badba25aaf.png\" alt=\"Check mark, Wingdings font, character code 252 decimal.\"><\/td><\/tr><tr><td>Apps<\/td><td><strong>\u2717<\/strong><\/td><td><img decoding=\"async\" src=\"https:\/\/support.content.office.net\/en-us\/media\/5e6bcf49-2b5f-42c6-9c53-91badba25aaf.png\" alt=\"Check mark, Wingdings font, character code 252 decimal.\"><\/td><\/tr><tr><td>Embed APIs and controls <\/td><td><strong>\u2717<\/strong><\/td><td><img decoding=\"async\" src=\"https:\/\/support.content.office.net\/en-us\/media\/5e6bcf49-2b5f-42c6-9c53-91badba25aaf.png\" alt=\"Check mark, Wingdings font, character code 252 decimal.\"><\/td><\/tr><tr><td>Analyse in Excel and PowerBI Desktop <\/td><td><strong>\u2717<\/strong><\/td><td><img decoding=\"async\" src=\"https:\/\/support.content.office.net\/en-us\/media\/5e6bcf49-2b5f-42c6-9c53-91badba25aaf.png\" alt=\"Check mark, Wingdings font, character code 252 decimal.\"><\/td><\/tr><\/tbody><\/table><\/figure>\n<\/div><\/div><\/div>\n<\/div><\/div><\/div>\n\n\n\n<div style=\"height:20px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<h3 class=\"wp-block-heading has-text-color\" style=\"color:#e31837\">How do I access it? <\/h3>\n\n\n\n<p>To download free Power BI please <a href=\"http:\/\/powerbi.com\/\" target=\"_blank\" rel=\"noreferrer noopener\">click here&gt;&gt;<\/a><\/p>\n\n\n\n<p>If you are interested in purchasing Power BI Pro licenses for your team, submit a ticket to&nbsp;<a rel=\"noreferrer noopener\" href=\"mailto:askit@yorku.ca\" target=\"_blank\">askit@yorku.ca<\/a> and include the following information:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Budget Number (cost center to be charged).<\/li>\n\n\n\n<li>Quantity of licenses required.<\/li>\n\n\n\n<li>Name and Passport York ID for each individual user being assigned a license.<\/li>\n<\/ul>\n\n\n\n<p>Once the licenses have been assigned, you will receive a confirmation email.<\/p>\n\n\n\n<p><strong>**Please note<\/strong> that licenses are valid from the date of purchase to April 30th and are renewed at the start of each fiscal year.<\/p>\n\n\n\n<div class=\"wp-block-buttons is-layout-flex wp-block-buttons-is-layout-flex\">\n<div class=\"wp-block-button bg-primary-2 text-white rounded-0 learnmore-block p-2\"><a class=\"wp-block-button__link has-text-color has-background wp-element-button\" href=\"https:\/\/yulearn.yorku.ca\/local\/yulearn\/learning_opportunity.php?id=669\" style=\"color:#ffffff;background-color:#810001\" target=\"_blank\" rel=\"noreferrer noopener\">Power BI YU Learn Training&gt;&gt;<\/a><\/div>\n<\/div>\n\n\n\n<p><\/p>\n<\/div>\n<\/div>\n<\/div><\/div>\n<\/div><\/div>\n\n\n\n<div class=\"wp-block-kadence-tab kt-tab-inner-content kt-inner-tab-4 kt-inner-tab9b80b3-5b\"><div class=\"kt-tab-inner-content-inner\">\n<h2 class=\"wp-block-heading has-text-color\" style=\"color:#e31837\">Overview: <\/h2>\n\n\n\n<p>The data warehouse currently contains student admissions and enrollment data. It is being expanded to include employee and financial data. Data is available for use and access by authorized users to support system integrations and departmental reporting. Access to data is provided for a specific use only and must be authorized by the data stewards.\u00a0\u00a0<\/p>\n\n\n\n<h3 class=\"wp-block-heading has-text-color\" style=\"color:#e31837\">How do I access it? <\/h3>\n\n\n\n<p>All requests for access to data must be approved by the Data Steward. Refer to the Data and Analytics governance site for the list of Data Domains and Stewards -&nbsp; <a href=\"https:\/\/www.yorku.ca\/oipa\/py_staff_area\/data-domains-and-sub-domains\/\" target=\"_blank\" rel=\"noreferrer noopener\">https:\/\/www.yorku.ca\/oipa\/py_staff_area\/data-domains-and-sub-domains\/&nbsp;<\/a><\/p>\n\n\n\n<p><\/p>\n<\/div><\/div>\n<\/div><\/div><\/div>\n<\/div><\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div><\/div>\n\n\n\n<h2 class=\"wp-block-heading has-black-color has-text-color\">Frequently Asked Questions <\/h2>\n\n\n\n<h3 class=\"wp-block-heading\"><strong>Insight FAQs  <\/strong><\/h3>\n\n\n<style>.kt-accordion-id34728_1af845-fe .kt-accordion-inner-wrap{column-gap:var(--global-kb-gap-md, 2rem);row-gap:8px;}.kt-accordion-id34728_1af845-fe .kt-accordion-panel-inner{padding-top:var(--global-kb-spacing-sm, 1.5rem);padding-right:var(--global-kb-spacing-sm, 1.5rem);padding-bottom:var(--global-kb-spacing-sm, 1.5rem);padding-left:var(--global-kb-spacing-sm, 1.5rem);}.kt-accordion-id34728_1af845-fe > .kt-accordion-inner-wrap > .wp-block-kadence-pane > .kt-accordion-header-wrap > .kt-blocks-accordion-header{padding-top:var(--global-kb-spacing-xxs, 0.5rem);padding-right:var(--global-kb-spacing-xs, 1rem);padding-bottom:var(--global-kb-spacing-xxs, 0.5rem);padding-left:var(--global-kb-spacing-xs, 1rem);}@media all and (max-width: 767px){.kt-accordion-id34728_1af845-fe .kt-accordion-inner-wrap{display:block;}.kt-accordion-id34728_1af845-fe .kt-accordion-inner-wrap .kt-accordion-pane:not(:first-child){margin-top:8px;}}<\/style>\n<div class=\"wp-block-kadence-accordion alignnone\"><div class=\"kt-accordion-wrap kt-accordion-id34728_1af845-fe kt-accordion-has-5-panes kt-active-pane-0 kt-accordion-block kt-pane-header-alignment-left kt-accodion-icon-style-arrow kt-accodion-icon-side-right\" style=\"max-width:none\"><div class=\"kt-accordion-inner-wrap\" data-allow-multiple-open=\"false\" data-start-open=\"none\">\n<div class=\"wp-block-kadence-pane kt-accordion-pane kt-accordion-pane-3 kt-pane34728_84d67a-56\"><div class=\"kt-accordion-header-wrap\"><button class=\"kt-blocks-accordion-header kt-acccordion-button-label-show\" type=\"button\"><span class=\"kt-blocks-accordion-title-wrap\"><span class=\"kt-blocks-accordion-title\">Insight data refresh<\/span><\/span><span class=\"kt-blocks-accordion-icon-trigger\"><\/span><\/button><\/div><div class=\"kt-accordion-panel kt-accordion-panel-hidden\"><div class=\"kt-accordion-panel-inner\">\n<p>Data is refreshed on a nightly basis, thus any changes made to SIS will only be reflected the following day in Insight.<\/p>\n<\/div><\/div><\/div>\n\n\n\n<div class=\"wp-block-kadence-pane kt-accordion-pane kt-accordion-pane-5 kt-pane34728_fc2438-18\"><div class=\"kt-accordion-header-wrap\"><button class=\"kt-blocks-accordion-header kt-acccordion-button-label-show\" type=\"button\"><span class=\"kt-blocks-accordion-title-wrap\"><span class=\"kt-blocks-accordion-title\">Concerns with Insight<\/span><\/span><span class=\"kt-blocks-accordion-icon-trigger\"><\/span><\/button><\/div><div class=\"kt-accordion-panel kt-accordion-panel-hidden\"><div class=\"kt-accordion-panel-inner\">\n<p>For any questions or concerns, either fill out a&nbsp;<a href=\"https:\/\/www.yorku.ca\/uit\/insight\/py_staff_area\/support\/\" target=\"_blank\" rel=\"noreferrer noopener\">support form<\/a>&nbsp;(requires login through Passport York) or alternatively submit a ticket through&nbsp;IT Service Desk by emailing&nbsp;<a href=\"mailto:askit@yorku.ca\" target=\"_blank\" rel=\"noreferrer noopener\">askit@yorku.ca<\/a>. <\/p>\n<\/div><\/div><\/div>\n<\/div><\/div><\/div>\n\n\n\n<div style=\"height:100px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<div class=\"wp-block-columns learnmore-block is-layout-flex wp-container-core-columns-is-layout-9d6595d7 wp-block-columns-is-layout-flex\">\n<div class=\"wp-block-column is-vertically-aligned-top is-layout-flow wp-block-column-is-layout-flow\" style=\"flex-basis:60%\"><div class=\"wp-block-image\">\n<figure class=\"alignleft size-large is-resized\"><img decoding=\"async\" src=\"\/wp-content\/plugins\/yu-blockpatterns\/img\/learnmore.png\" alt=\"\" class=\"wp-image-11892\" style=\"width:53px;height:76px\"\/><\/figure>\n<\/div>\n\n\n<h2 class=\"wp-block-heading\">Learn More<\/h2>\n\n\n\n<p>Not finding what you are looking for or need technical assistance?&nbsp;We are here to support you!<\/p>\n<\/div>\n\n\n\n<div class=\"wp-block-column is-vertically-aligned-center is-layout-flow wp-block-column-is-layout-flow\">\n<div class=\"wp-block-buttons is-horizontal is-content-justification-center is-layout-flex wp-container-core-buttons-is-layout-499968f5 wp-block-buttons-is-layout-flex\">\n<div class=\"wp-block-button\"><a class=\"wp-block-button__link wp-element-button\" href=\"https:\/\/www.yorku.ca\/uit\/contact\/\">Contact Us<\/a><\/div>\n\n\n\n<div class=\"wp-block-button\"><a class=\"wp-block-button__link wp-element-button\" href=\"https:\/\/www.yorku.ca\/uit\/contact\/#in-person\">Visit us<\/a><\/div>\n\n\n\n<div class=\"wp-block-button\"><a class=\"wp-block-button__link wp-element-button\" href=\"https:\/\/askus.yorku.ca\/portal\" target=\"_blank\" rel=\"noreferrer noopener\">Submit a Service Request <\/a><\/div>\n<\/div>\n<\/div>\n<\/div>\n","protected":false},"excerpt":{"rendered":"<p>In collaboration with other stakeholders, the Enterprise Data Management &amp; Analytics (DMA) team at UIT provides data management capabilities to support operational and analytical reporting within the university, as well as facilitate system data integrations.&nbsp;&nbsp; Featured Services Frequently Asked Questions Insight FAQs Learn More Not finding what you are looking for or need technical assistance?&nbsp;We 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