WEBVTT

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Welcome to myUABResearch office hours.

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Good morning and today we are going to
look at research reporting from myUABResearch.

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So many of you may have noticed that we
have reports available now under

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myUABResearch modules.

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But I would like to walk you through this
process on how to navigate to the reports,

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how to run the reports, use filters,
export to CSV and other options.

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So my EBD website has a dedicated page
for research reporting.

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And from this page you can go to
reporting and analytics section.

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And within that section we have reporting
guides.

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We have two guides available right now,
a general reporting guide and advanced

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supports guide.

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So I'll walk you with the general
reporting guide first.

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So before we transition to my GB research
system, we had IRAP system.

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We should have that for other modules,
but the reports that we have we had

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available for OSP and COI modules within
I wrap E reports library.

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Those reports are still available for
historic and trend analysis.

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If you this is where you can navigate to
the E reports library.

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We have different modules here.

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So for Office of Sponsored programs
modules, we have reports available,

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but those reports are now legacy.

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You are still able to.

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You are still then welcome to run those
reports and use this data for historical

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end to end analysis.

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Similarly for Rcoi module we have those
reports available as well HRPP module and

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Iecook module.

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They are still within my within I wrap.

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So those reports are also available in
this library.

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Now talking about my EB research reports,
the steps are very simple.

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You log into system,
you select a module from the sub menu,

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you select reports tab and then you will
see a list of reports.

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We have standard reports that are pre
built reports for operational use.

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We have advanced reports.

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Those are reports for performance and
analytical metrics.

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And then we have custom reports.

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Those are the reports that are available
that are developed by our RTC team for ad

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hoc and specific purposes.

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So I'm going to use our preview instance
and I'm going to impersonate Medbrook.

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See her on the call here today,
just to see how campus would see the

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reporting.

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So if you log into the system,
this is the dashboard page,

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you click on any module agreements,
COI or grants and from the sub menu you

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click on reports.

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This will open the reporting tab.

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So we have standard reports available for
operational use.

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You can click on this reports and the
results that you will see will depend on

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the level of access and the org access
that you have in the system.

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And then we have advanced reports and we
have custom reports that were built by

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our RTC team.

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So under custom reports,
I'm going to run the report and show you

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different filtering options and export
options.

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So let's say we open funding proposals.

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So this report is going to provide all
funding proposals that are that Meg can

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see in the system.

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So funding proposals,
if I click on the report,

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the report will run automatically.

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Once I have the report populated,
I can pop out to a different window or I

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can work with the same window.

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Here we go back to my guide.

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So that's running a report.

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We got to report results.

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Now filtering results.

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You can filter results using several
options and I'm gonna download this to

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you.

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So filter by and there is a help icon
here.

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If you click on the help icon,
it will show you what are the options

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available for you to fill this.

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To filter this report by,
you can use different text keywords.

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You can use percent as a wild card.

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You can filter by dates,
you can filter using comparison operators

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greater than, less than or equal to.

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You can also use boolean operators or an
end operators.

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And this this help text has some examples
that you can use.

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So if I were to filter this report,
this report has 309 rows.

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So if I want to filter this report by
let's say 4M broke, I would come here,

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select my field first,
Pi Blazer ID and if I click the search

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icon,
I will see the resource filter from three

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or nine to just one.

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I can use multiple ways or multiple rows
to filter multiple fields to filter this

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report by for example, Pi department.

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I can also use that.

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Let's say we have cash, psychology,
computer science, and biology.

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Let's do it by biology.

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So that gives me more results, 49 results.

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Now within biology,
I want to filter by a specific Pi.

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Then I can use let's say Pi James Morris
and run the result.

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I will get just three items.

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So you can use multiple different fields
here.

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You can add as many fields as you want to
filter.

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Filter this report by and if you clear
all and that will reset to your original

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report.

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So that's a way to filter the reports
results.

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Now on the right hand side,
there are other options as well.

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Here you see export to CSV even after
filtering the results or before filtering

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the results you can export the data to
CSV.

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You click on this option and it will
start downloading this data for you.

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Right now I have 309 rows so this report
export will give me 309 rows.

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If I were to filter this report by a
specific department or API or opportunity,

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I will get filtered result exported to
CSV.

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If you click on this gear icon on the
right side,

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the gear icon has more options where you
can use show hide fields.

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So you can click on this check box to
hide A field from the results or show a

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field.

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You can reorder these fields as well.

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This report has a lot of fields so you
can show or hide or reorder these fields.

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The pagination bar at the bottom,
you can change that to on the top and

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then you can also export that result to
CSV.

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So there are multiple options here to
export the data to CSV and and use your

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other filtering within Excel.

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Back to the guide.

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So we have seen advanced filtering
options, we've seen sorting fields,

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sorting.

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So in the report result,
any field that is blue in colour you can

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sort by.

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So if I click on funding proposals,
it will sort by ID, ascending order.

8b395a73-c2f2-4dc8-b5e5-1cb73768b769-0
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If I click again,
it will sort by descending order.

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So it's a toggle there.

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For any field name that is blue in colour,
you click on that and that field will

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sort ascending or descending order.

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Also,
any result value that is blue in color is

ea6a9b9a-6cdd-44d8-a277-60ab191c6fab-1
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a link.

8e1b40c3-b197-4b4b-930d-a83f48c24d8b-0
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So if I,
if I want to open this funding proposal,

8e1b40c3-b197-4b4b-930d-a83f48c24d8b-1
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right from the results,
I can click on this funding proposal and

8e1b40c3-b197-4b4b-930d-a83f48c24d8b-2
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it will open the workspace for that
record for me.

63d3f35e-5c31-42ca-8b19-be84adc565ed-0
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So any record that's blue in any field
value that's blue in color is a link to

63d3f35e-5c31-42ca-8b19-be84adc565ed-1
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that particular record or Pi or any other,
any other values.

aef2fb90-e6bf-4471-9676-180c1a02cf7d-0
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So you can use that shortcut as well to
open records if you need to.

5084937d-b6de-46c7-a587-0701a108bb3e-0
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And again, I'm in it,
I'm in a test instance,

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so you'll see different descriptions,
but this is not production data.

3706faae-4642-4d32-b6c8-9e8b4f25a22e-0
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This is test data.

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All right, sorting,
we have seen show height fields change

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parameters.

5df23a22-7468-43e6-beac-37bd89fa38b3-0
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Many reports may have parameters that you
can sort or you can search by right here,

5df23a22-7468-43e6-beac-37bd89fa38b3-1
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export to CSV.

95284f78-68ef-4e2c-b0c6-aab10dfd7467-0
00:09:32.480 --> 00:09:38.440
Let me open another report that we can
see if I can get that option.

173d9fbf-cfee-43bb-a8b8-928cd46510df-0
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Yeah,
under actions it says Change parameters.

e9fac3f5-230e-4ecc-a74f-8f438829d97d-0
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If I click on that it will show me what
parameters are set for this report.

df8e1854-006c-4639-8dd4-1de74d888fb7-0
00:09:51.600 --> 00:09:59.840
And this is 1 field that is set to be
true that is returning 8 results.

95d8e1f9-988c-49d0-8fe9-aa2888802875-0
00:10:02.240 --> 00:10:04.640
So if I were to change that to false.

cc5a11cb-814f-4f23-a857-67b6a027cf22-0
00:10:09.920 --> 00:10:19.712
The report will flip the results and show
me other results as well and now will

cc5a11cb-814f-4f23-a857-67b6a027cf22-1
00:10:19.712 --> 00:10:22.160
show me 182 results.

d0ae9949-6ecc-4f19-9dc5-19b21a91a4d6-0
00:10:22.520 --> 00:10:25.900
So you can also,
if there is an option available for a

d0ae9949-6ecc-4f19-9dc5-19b21a91a4d6-1
00:10:25.900 --> 00:10:30.447
given report to change parameters,
you can change those parameters to see

d0ae9949-6ecc-4f19-9dc5-19b21a91a4d6-2
00:10:30.447 --> 00:10:31.800
other results as well.

4b2929b6-5086-43da-9ed6-86fa7cc0e843-0
00:10:35.880 --> 00:10:36.720
Export results.

521acfe3-7c53-44d7-9e09-4ada044fe10e-0
00:10:36.720 --> 00:10:41.182
We have seen that reload configuration
that is used when either you have

521acfe3-7c53-44d7-9e09-4ada044fe10e-1
00:10:41.182 --> 00:10:46.012
multiple filters or parameters and you
want to clear everything and reload the

521acfe3-7c53-44d7-9e09-4ada044fe10e-2
00:10:46.012 --> 00:10:46.440
report.

36b400fd-e174-4780-b414-66ba08e1206e-0
00:10:46.800 --> 00:10:49.920
There will be an option on the top left
here to reload configuration.

c9dd1f77-71e0-4a75-9aa6-5c6720d01862-0
00:10:49.920 --> 00:10:54.656
It's it's,
it's a similar function like to this

c9dd1f77-71e0-4a75-9aa6-5c6720d01862-1
00:10:54.656 --> 00:10:58.800
clear all or clear filter function, right.

613c4a9a-4699-496d-a53f-c4f2915e9aec-0
00:10:59.200 --> 00:11:02.244
So that was,
that's one way of getting to reports,

613c4a9a-4699-496d-a53f-c4f2915e9aec-1
00:11:02.244 --> 00:11:06.543
running the reports, filtering,
navigating and exporting the results in

613c4a9a-4699-496d-a53f-c4f2915e9aec-2
00:11:06.543 --> 00:11:07.200
the system.

c5ef573d-5222-4ba8-b462-79598725e0d1-0
00:11:07.320 --> 00:11:10.097
If you,
there's another way to look at your

c5ef573d-5222-4ba8-b462-79598725e0d1-1
00:11:10.097 --> 00:11:14.895
results and export them as well under,
let's say for example, under grants,

c5ef573d-5222-4ba8-b462-79598725e0d1-2
00:11:14.895 --> 00:11:16.600
click on funding proposals.

c68f9713-7617-4922-91ed-abc05be20dff-0
00:11:17.120 --> 00:11:23.291
You will see proposals sorted by
different categories or different

c68f9713-7617-4922-91ed-abc05be20dff-1
00:11:23.291 --> 00:11:24.120
statuses.

3f3739ab-0e9e-4a3c-b1df-5fa68cdc58cb-0
00:11:24.640 --> 00:11:28.134
So there are draft proposals,
internal review proposals,

3f3739ab-0e9e-4a3c-b1df-5fa68cdc58cb-1
00:11:28.134 --> 00:11:32.181
sponsor review proposals,
any list of proposals you see in the in

3f3739ab-0e9e-4a3c-b1df-5fa68cdc58cb-2
00:11:32.181 --> 00:11:33.040
the dashboard.

95e6de6c-e743-4e7b-9462-bf63460b3f90-0
00:11:33.680 --> 00:11:35.840
You can export this results as well.

b6e97885-846e-4fe5-8071-5a5cc4e36eb5-0
00:11:36.320 --> 00:11:40.767
This gear icon on the right side,
you click on that and again you'll see

b6e97885-846e-4fe5-8071-5a5cc4e36eb5-1
00:11:40.767 --> 00:11:44.240
the show hide fields,
ordering fields and export to CSV.

86efbdc2-6116-4664-bdbb-021ee4beff8c-0
00:11:44.880 --> 00:11:50.600
Click on Export to CSV and the view that
you have currently the number of fields.

4749334c-3682-4074-b629-0281f52f62de-0
00:11:50.960 --> 00:11:54.320
This data will be exported to CSV for you
to work on.

ca56eb08-a02c-4678-9810-c2eda52636d5-0
00:11:54.600 --> 00:11:57.240
You can use Excel to filter them further.

600cd10c-941e-485b-ac4d-f14946b2f635-0
00:11:58.320 --> 00:12:02.200
You can also add filters here and search
by different fields.

cbd71915-21dc-47ae-a90c-a8c8e6259f75-0
00:12:07.960 --> 00:12:13.450
So these are multiple ways you can use
reporting within My UB Research to get

cbd71915-21dc-47ae-a90c-a8c8e6259f75-1
00:12:13.450 --> 00:12:15.280
results and data you need.

a4915118-5e02-4f44-9a31-00250bd683cd-0
00:12:15.800 --> 00:12:20.990
If you cannot find anything that you need,
If you need a new report or you think

a4915118-5e02-4f44-9a31-00250bd683cd-1
00:12:20.990 --> 00:12:26.053
that the report is good but you need more
fields to that report or you want to

a4915118-5e02-4f44-9a31-00250bd683cd-2
00:12:26.053 --> 00:12:30.411
modify an existing report,
you can log a ticket using our reporting

a4915118-5e02-4f44-9a31-00250bd683cd-3
00:12:30.411 --> 00:12:34.000
form is the supporting form and we have
an option here.

8cbd6d2c-d767-4c89-bb64-a67c3051090f-0
00:12:34.000 --> 00:12:36.280
Request to modify or create report.

53896623-3a8d-4e2e-9828-0f97b3a7cec1-0
00:12:36.680 --> 00:12:41.566
You click on this box here and it will
open a form for you Ask it form and you

53896623-3a8d-4e2e-9828-0f97b3a7cec1-1
00:12:41.566 --> 00:12:42.680
fill out the form.

24032657-65e6-4849-b1e7-0d27181638c0-0
00:12:42.680 --> 00:12:45.800
You submit that form and it'll come to us
and we'll work on that.

8154003f-4688-4a29-b225-521bf2f2b90c-0
00:12:46.720 --> 00:12:52.075
If you have any other general questions
apart from creating a new report or

8154003f-4688-4a29-b225-521bf2f2b90c-1
00:12:52.075 --> 00:12:55.246
modifying a report,
for all other inquiries,

8154003f-4688-4a29-b225-521bf2f2b90c-2
00:12:55.246 --> 00:13:00.602
you can visit Over My UB Research contact
page and log a ServiceNow ticket,

8154003f-4688-4a29-b225-521bf2f2b90c-3
00:13:00.602 --> 00:13:04.760
or you can also e-mail us at my EB
research dot at eb.edu.