About OBI Financial Reporting
What Is OBI?
OBI stands for Oracle Business Intelligence – a suite of reporting and analysis tools in an easy to use interface. Through the implementation of OBI, we are evolving financial reporting to a whole new level by delivering the right tool to the right people with the right skill level:
- Robust and dynamic ad hoc analyses for experienced financial analysts
- Simple and interactive reports for administrative and financial staff
Why Use OBI?
Cross Application Reporting
Report on PeopleSoft and Oracle Financials data from a single user interface
Ease of Use
Intuitive and user-friendly navigation
Data Quality
Integrated and consistent data across all levels of reporting and analysis capabilities
Data Accuracy
Reduce chance of errors. No need to download reports from multiple interfaces for manual integration and manipulation.
Efficiency
More timely and efficient reporting process. More responsive report maintenance and enhancement processes.
When Will OBI for Financial Reporting Be Available?
OBI Financial Reporting is being released in phases by business function.
The first release addressed the Payroll and Labor Management business function. Ad hoc analysis capability was rolled out to approximately 50 financial analysts across campus starting June 2013. Predefined reports for HR managers, Labor Distribution users, Time and Leave Administrators, and financial analysts was rolled out in October 2013.
The February 2015 release addressed Expense Requests and Stanford University Credit Card Activity transaction detail reporting (e.g., expense reports/reimbursements, Stanford Travel Card transactions, advances, non-PO payments, and petty cash replenishments), historical iOU transactions, and Stanford Purchasing Card transactions recorded in the PCard module of Oracle Financials. This release aligns with the implementation of the Expense Requests system replacing iOU.
Future releases will include Consolidated Expenditure Reporting, Procure-to-Pay Detail Reporting, Revenue and Fund Management Reporting, and more. The schedule of these releases will be posted on this page when available.
With the release of Revenue and Fund Management Reporting, the full scope of ReportMart3 data will be delivered.
Following their release, reports will be enhanced based on user feedback. Information about system and report enhancements can be found on the Status & Updates page.
How Do I Get Started In OBI?
Visit the Access and Training sections to learn more.