Overview: Oracle Financials Reporting Using ReportMart3
ReportMart3 (RM3) allows users to run and view reports based on Oracle Financials System data. Oracle Financials system modules include Internet Procurement, iBudgets, iJournals, Expense Requests, PCard, and Labor Distribution. ReportMart3 provides access to predefined, static reports with download capability.
Note: Oracle Financials reporting is transitioning from ReportMart3 to OBI Financial Reporting by subject area. For more information, see OBI Financial Reporting.
On this page:
- Report Categories and Descriptions
- Authority and Access
- Frequency of Data Updates
- Scheduling Reports
- Training Resources
- Staying Informed
Report Categories and Descriptions
Each of the ReportMart3 financial reports is preceded by FIN (indicating financial) and a category indicating the type of data or information that will be contained in the report. Some of the more common categories and their meanings are listed below:
| Category | Description |
|---|---|
| BGT | iBudget Reports |
| CAP | Reports related to Capital Projects |
| ENDOW | Contains data related to the endowment (non-spendable) portion of a fund(s) |
| EXP | Used to indicate expenditure reports. These reports contain detailed or summary information about expenditures. |
| FUND | Contains information about the fund, such as receipts, transfers, expenses and investments. Available at both a high level and detailed information. |
| JNL | Provides detail or summarized information about iJournals. Salary view authority is required to use journal reports |
| OP | Operating Reports, includes revenues, fund transfers and expenditure information, focused primarily on the needs of Service Centers and Auxiliaries, but can be used by all |
| PO | Information related to purchases of goods and services (Requistions, Purchase Orders of Invoice information) |
| REF | Indicates the report is a reference report and contains no financial data, only information about the account and how it is set up |
| REV | Contains revenue information |
For a list of commonly used reports organized by activity (i.e. Buying & Paying, Expense Reporting / Reimbursements, Funds Management, Month-End / Year-End Close, etc.) see Resources: Oracle Financials Report Types & Uses.
Authority and Access
Access to ReportMart3 is granted via Authority Manager. Once access is granted, you will need appropriate reporting authority to get results for many ReportMart3 reports. See How To: Grant Authority for Oracle Financials Reporting Using ReportMart3.
To determine what reporting authority you have, check Authority Manager. For help, see How To: View Authority Assignments.
Frequency of Data Updates
Updates to the data in ReportMart3 reports occur at different times, depending on the type of report. The table below includes reports frequently used by school / department ReportMart3 users.
| Timing of Updates | Report Types |
|---|---|
| Current: Reports have a "REALTIME" icon. Reports reflect up-to-the-minute data. | • Budget (FIN_BGT...) |
| Day-Delay: Reports have a "DAILY" icon. Data is updated nightly. Reports reflect data from the prior day. | • Accounts Receivable (FIN_AR...) |
Scheduling Reports
You may request to enable the report scheduling functionality in ReportMart3 to streamline the process of running repetitive reports. See Overview: Scheduling Oracle Financials Reports Using ReportMart3.
Training Resources
FIN-0320: ReportMart3 for Oracle Financials is available to help ReportMart3 users learn how to run reports and navigate the web-based application.
Excel and Access are two additional tools that are often used in conjunction with ReportMart3 reports for financial analysis and reporting. Information Technology Services provides training classes for Excel and Access. For course information and schedules, visit the Information Technology Services Training web site.
Staying Informed
To receive email communications regarding changes and updates to ReportMart, subscribe to ReportSU-Finance@lists.