Training
Training for OBI Financial Reporting is accessible on-demand via STARS.
| Course Number | Course Name | Required for Access? | Description | Prerequisite |
|---|---|---|---|---|
| FIN-0340 | Introduction to OBI Financial Reporting | Yes | Introduction to the suite of OBI financial reports | FIN-PROG-0010: Financial Confidentiality Agreement |
| FIN-0351 | Introduction to Payroll and Labor Management Reporting Using OBI | Recommended | Explains how to run predefined PLM reports in OBI to answer common business questions, relationship to related ReportMart reports, and how to utilize available support resources | FIN-0340 |
| FIN-0353 | OBI Financial Reporting – Expense Requests & SU Card Activity Predefined Reports | Recommended | Designed for financial administrators and analysts who require an introduction to the suite of OBI expense requests and SU Card activity predefined reports | FIN-0340 |
Once you have completed required training and your school / department grants you "Report Viewer" authority, you will receive access to all of the pre-defined and interactive reports within the subject areas and limits of your authority. Identify authorized authority grantors.
| Course Number | Course Name | Required for Access? | Description | Prerequisite |
|---|---|---|---|---|
| FIN-0350 | Creating Financial Analyses Using Oracle Business Intelligence | Required | Designed for experienced financial analysts whose job requires flexible and efficient ad hoc financial analysis and reporting | FIN-PROG-0010: Financial Confidentiality Agreement FIN-0340 |
Once you have completed required training and your school / department grants you "Intermediate Ad Hoc User or Intermediate Ad Hoc User – Award" authority, you will receive access to perform ad hoc analyses within the subject areas and limits of your authority. Identify authorized authority grantors.
Ongoing Support
- Step-by-Step Instructions
Step-by-step instructions for tasks performed in OBI are available in the How To section. - Drop-in Practice Labs
Available every Friday 9 AM to noon, in the IT Services Birch Labs, Jordan Quad at 215 Panama Street. Knowledgeable staff is on hand to answer questions about creating ad hoc analyses and using interactive predefined reports in OBI. No registration is required.
