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:

• Report Viewer authority:  Pre-defined and interactive reports for administrative and financial staff
• Intermediate Ad Hoc authority:  Robust and dynamic ad hoc analyses for budget officers and experienced financial analysts

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.

Consolidated Expenditure Reporting (CER) was implemented in March 2016. CER includes new and powerful reporting and analysis capabilities, designed in collaboration with people from across the university. It covers expenditure statement reporting that has been delivered through reports such as the ReportMart3 279 and 285. (Here's the full list of affected RM3 reports. Note that the RM3 reports won't be retired until after year-end close.)

View the CER PowerPoint that was presented at various sessions around campus.

Future releases will include 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.