Overview: Authority to Access Financial Data via Reports or Inquiry Tools
Enterprise Reporting authority specifies the data that an employee is authorized to view via reports and Inquiry tools.
The organizational scope of reporting authority can be defined at the parent or child org level, with the ability to further limit to specific projects, awards, or principal owners.
Data access to confidential information can also be limited. For example, OBI Financial Reporting can be limited to basic (i.e., non-salary), timecard or salary view. Salary view allows access to financial activity including detailed salary information. Non-Salary view allows access to financial activity excluding detailed salary information (shows only summarized salary information, not individual salary details). Timecard view allows access to hours paid and worked, and timecard approval.
Granting authority to access report data DOES NOT automatically allow the grantee to use the reporting system.
- In some cases, prerequisite training must be satisfied before system access is enabled.
- Prior to gaining access to confidential information, users must sign an online Financial Confidentiality Agreement.
Utilize the information in the table below to learn about each of the financial reporting tools, how privileges are granted, and specific requirements prior to receiving access.
| Enterprise Reporting Tool | Financial Task(s) | How privilege is granted in Authority Manager | How and when system access is enabled |
|---|---|---|---|
| OBI Financial Reporting | View reports based on PeopleSoft and Oracle Financials System data | Privileges are granted by authorized school/department resources using Authority Manager. Basic, timecard, and salary view options can be defined. Subject area options include: • Payroll & Labor Management |
Prior to receiving access to confidential financial information, employees must complete required training and sign Stanford's Financial Confidentiality Agreement in STARS (FIN-PROG-0010). |
| ReportMart3 (transitioning to OBI Financial Reporting by subject area) |
View reports based on Oracle Financials System data | Privileges are granted by authorized school / department resources using Authority Manager. Options include: • Basic Enterprise Reporting See How To: Grant Authority for Oracle Financials Reporting Using ReportMart3 |
Prior to receiving access to confidential financial information (other than Basic Enterprise Reporting), employees must sign Stanford's Financial Confidentiality Agreement in STARS (FIN-PROG-0010) |
