Reports Overview
OBI and RM3 Reports
The Transition from ReportMart3 to OBI Reports
The transition from ReportMart3 to OBI (Oracle Business Intelligence), a suite of tools for reporting and analysis, is progressing in 2016. OBI Reports are being released in phases by business function. The RM3 expenditure reports RM3 279 and 285 won't be retired until after 2016 year end close.
Get ready to use the new OBI reports.
- Complete the required training
- Learn how to Gain Access to OBI Financial Reporting
- View the timeline for when BI Financial Reports will be available
Post CER Reports
As part of Post CER, replacements are being developed for:
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RM3 149 |
Quarterly Review and Certification | Task Managers will continue to receive an email with a link to this report every quarter. |
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RM3 179 |
Expenditure Award | r |
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RM3 150 |
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Reporting against the financial data in the Oracle Financial System is done in the ReportMart3 (RM3) web portal and in Oracle Business Intelligence (OBI).
View Report Types and Uses by the following Activities:
- Account Structure: Stanford's Chart of Accounts
- Banking and Commerce
- Buying and Paying
- Capital Equipment and Capital Projects
- Financial Authority
- Financial Reporting Tools
- Funds Management
- Month-End / Year-End Close
- Payroll Administration
- Payroll for Employees
- Petty Cash Administration
- Reimbursement
- Supporting Students
- Tax Compliance
- Travel
Financial Reporting to Federal and Non-Federal Sponsors
Federal Awards
Annual/Interim Status Reports
The Office of Sponsored Research is responsible for the preparation of financial status reports. Typically these reports are submitted to the sponsor within 90 days of the end of each budget year. The award terms and conditions detail what, when, where, and how a report should be submitted.
Final Reports
Most Federal awards require a final financial report at the end of award period. The final financial report must be submitted to the sponsor within 90 days of the project/award end date. The research administrator must ensure that expenses are complete and have posted to the PTA within 60 days of the project end date. Late report can mean severe penalties for the University, including refusal to pay the final invoice.
Non-Federal Awards
- Final and interim invoices and reports (monthly, quarterly, or semi-annual and final) will be submitted by OSR without departmental review.
- Interim reports that require departmental action (budget variance resolution, expenses detail breakdown, carry forward restriction, PI. signature, etc) will be sent to the department for review and approval.
