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Data & Reporting

In collaboration with other stakeholders, the Enterprise Data Management & 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.  

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Overview:

Insight provides information about first year student admissions and enrolment at York University to better support decision making. The dashboards provide metrics on the admissions life cycle from application to enrolment.

How do I access it?

Each faculty has an assigned designate to manage access to Insight. Contact your faculty designate for authorization, and then send an email to askit@yorku.ca which includes your Passport York ID

Faculty Designate
AMPDRon Mitchell
EducationLaura Crane
Environmental StudiesPaul A Elliott
GlendonGiles Thibodeau
Graduate StudiesJordyn Gray-McInnis
HealthRenata Gritsyuk
LA&PSMathew Harper
Lassonde EngineeringAmy Gaukel
OsgoodeDiane Pestrin
SchulichHollis Sinker
ScienceSusy Ribeiro, Almira Mun-Shimoda

**Please note in order to access Insight you must have an employee Passport York account. You cannot login using your student account.

Browser Compatibility

Insight Data Warehouse currently supports the following web browsers: 

  • Mozilla Firefox
  • Google Chrome
  • MicroSoft Edge 
  • Safari 

Overview:

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. 

How do I access it?

**Please note you will need a Passport York Account to log in to eReports.

To request access to eReports, send an email to askit@yorku.ca with the following information: 

  • Employee name 
  • Employee ID and valid Passport York username 
  • Which reports you require access to (Finance, Human Resources, or Advancement reports). Contact your Executive Officer or Finance Officer for authorization and approval.

Finance Only: 

  • List of cost centres or financial rollups that access is required 
  • 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, see eReports Access Levels 
  • 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 

Human Resources only: 

  • List of departments with access to a given report—access will be restricted to employees in those departments 

Advancement only: 

DayHours
Monday-Friday5:00 AM-11:00 PM
Saturday8:00 AM-Midnight
Sunday10:30 AM-Midnight

For Budget, Forecast & Rolling Budget, please click here

Web Browsers 

eReports currently supports the following web browsers: 

  • Mozilla Firefox  
  • Google Chrome  
  • MicroSoft Edge 
  • Safari 

Additional Software 

Software Supported Versions 
Adobe Reader 8.0, 9.0, 10.0, 11.0 

Content Export: 

Software Supported Versions 
Microsoft Excel 2007, 2010, O365 
Microsoft Word 2010, O365 
Microsoft PowerPoint 2007, 2010, O365 

Important Notes 

General: 

  • Microsoft® Service Packs are supported. 
  • eReports requires enabling pop-ups and adding it to trusted sites for proper functionality. 

Content Export: 

  • Known issues with opening Office 2003 or older files in Office 2010. 
  • Actuate e.Reports supports export to older Microsoft Office formats (xls, doc, ppt). 

Workaround for Office 2010 Issues: 

  • Export to newer Office 2010 formats (e.g., xlsx, pptx, docx) or adjust Office 2010 settings to open older formats. 

Overview:

Power BI is a data visualization tool that allows you to analyze and present information. All faculty and staff at York University 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. 

To learn more about the differences between a Power BI license and a Power BI Pro license please visit the YorkU Office website below. 

How do I access it?

To download free Power BI please click here>>

If you are interested in purchasing Power BI Pro licenses for your team, submit a ticket to askit@yorku.ca and include the following information:

  • Budget Number (cost center to be charged).
  • Quantity of licenses required.
  • Name and Passport York ID for each individual user being assigned a license.

Once the licenses have been assigned, you will receive a confirmation email.

**Please note that licenses are valid from the date of purchase to April 30th and are renewed at the start of each fiscal year.

Overview:

The data warehouse currently contains student admissions and enrolment 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.  

How do I access it?

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 –  https://www.yorku.ca/oipa/py_staff_area/data-domains-and-sub-domains/ 

Frequently Asked Questions

Insight FAQs

Data is refreshed on a nightly basis, thus any changes made to SIS will only be reflected the following day in Insight.

For any questions or concerns, either fill out a support form (requires login through Passport York) or alternatively submit a ticket through IT Service Desk by emailing askit@yorku.ca.

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