Overview: OBI Reports

OBI Financial Reporting is a multi-year program that promotes a unified approach to the University's delivery of financial reporting solutions through the re-architecture of tools and processes.

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.

Financial Reference Data Inquiry (e.g., PTA attributes) was released April 2014 to provide in a single platform data currently available in numerous ReportMart3 reports.

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, Fund Management Reporting, and more. The schedule of these releases will be posted on this page when available.

Click on the roadmap below for detailed descriptions of reports that have been released.