There are various reports available in M-Inform for COI Staff to view and export.
- Verify COI Staff under My Dashboards is selected.
- Click the desired report.
- Access by User – Lists all people in your department and all people in M-Inform with additional access within the system.
- Disclosure by Unit – Lists all disclosures by people in units within your purview.
- Employee by Unit – Lists all people in units within your purview that are required to disclose
- SSRS Reports
- Disclosure Details
- Disclosers with Special Reviewers
- International Engagement
- The report result listers can be sorted, filtered, and/or exported as a .csv to open in Microsoft Excel, if desired.
The Access by User Report is shown here as an example. Refer to the Field Description below.
|A||Reports||Links to all other reports.|
|B||Column Headings||Click any column heading to sort the column alphabetically / chronologically (i.e., First Name, Last Name, Dept). Click again to sort the column in reverse order.|
|C||Filter||Click the Filter drop-down list to select a filter type, and then enter a search/filter term in the adjacent field. Click Go to filter the results.|
|D||Add Filter||Click Add Filter to add more filter criteria.|
|E||Export||Click Export to download the report as a .csv file. This file can be viewed/edited using Microsoft Excel.|
- Click the Reports tab.
- Click the desired report.
Note The same report names are listed across the top light blue row as they are listed under Pages.
- Access by User Report - Lists all people in your department and all people in M-Inform with additional access within the system.
- Certification Reports - Several different reports for managing disclosure certifications.
- All Projects Reports - Lists all projects in M-Inform. (Select a sub-report to narrow the results.)
- All Projects
- Non-PHS PAFs with COI and No CAR
- PHS PAFs with JIT Indicator and CAR not Complete
- PHS PAFs without CAR
- SubKs with COI
- Discloser Reports - Lists all people who have disclosed in M-Inform
- COI Training Expired - Lists disclosers who last received COI training more than 4 years ago
- Disclosure by Unit Report - Lists all disclosures by people in units within your purview
- Disclosure Details Report - Lists disclosure details for people in units within your purview
- Disclosure Reports - Lists all disclosures in M-Inform. (Select a sub-report to narrow the results)
- Consulting, Advisory, or Speaking
- Disclosures Under Review
- Equity Interest
- Expert Witness
- In Kind
- Intellectual Property
- Leadership Role
- Non-UM Research
- Research Related
- Talent Recruitment
- Employees by Unit Report - Lists Employees Required to Disclose and All Employees by Unit
- Outside Entity Not Found
- Sent Reminder Email History Report - Lists each instance people under your purview that have been emailed a reminder notification to complete and submit their disclosure for the current fiscal year. Once a discloser has signed and submitted their disclosure for the current fiscal year, they will no longer appear in this report.
- Tableau Reports
- Unit Contacts - Lists the unit contacts for the listed units
- The report result listers can be sorted, filtered, and/or exported as a .csv to open in Excel, if desired. See the Field Description above for instructions.
Thursday, June 29, 2023