Fingate Financial Reporting > OBI Financial Reporting > About OBI Financial Reporting

About OBI Financial Reporting

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What Is OBI?

OBI stands for Oracle Business Intelligence – a suite of reporting and analysis tools in an easy to use interface. The Evolve Financial Reporting (EFR) project is using OBI to evolve financial reporting, by enabling high quality business decisions through an integrated set of reporting and analysis capabilities.

OBI delivers the right tool to the right people with the right skill level:

  • Report Viewer authority:  Pre-defined and interactive reports for administrative and financial staff
  • Intermediate Ad Hoc authority:  Robust and dynamic ad hoc analyses for budget officers and experienced financial analysts
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Why Use OBI?

OBI offers many advantages over the static reports found in ReportMart3. The tool has one reporting interface, with a common data foundation. Users can quickly navigate across intuitive subject areas, drill into transaction details, and save customizations. Data is integrated, consistent and accurate.

Image of OBI advantages over static reports of ReportMart3, 3 columns: left coloumn, the box states ReportMart3's capabilities - basic filters, print results and download results; center column containing top and bottom boxes, the top box states the OBI Financial Dashboards allow summarize and pivot data, change sorts, advanced filters, get data from other systems, drill to detail, and save customized views. The bottom box states that OBI Financial Ad Hoc Analyses provide simple and advanced Ad Hoc analyses, customize others' analyses, combine with data from other systems, advanced pivot of data, graphs, create custom roll-ups, share custom analyses, and calculated fields; right column emphasizes that 'OBI EFR has one reporting interface, with a common data foundation, users can quickly navigate across intuitive subject areas, drill into transaction details, and save customizations, and data is integrated, consistent and accurate.'

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When Will OBI for Financial Reporting Be Available?

OBI Financial Reporting is being released in phases by business function. In each phase, campus was fully engaged in the process, from requirements to design to user acceptance testing. Each phase offers both dashboard and ad hoc reporting capabilities.

OBI Reporting being released in phases by business function: Payroll and Labor Management Reporting completed on August 19, 2013; Integrated Payment and Expenditure Reporting releases in three phases: Expense Requests Reporting completed on February 9, 2015, Consolidated Expenditure Reporting on March 21, 2016, and Procure to Pay Detail Reporting completed on April 10, 2017; Revenue and Fund Management Reporting is targeted to release in August 11, 2017; RM3 final retirement target date is on October 31, 2017

OBI Dashboard Reporting Scope Release Date RM3 Retirement Helpful Link
Revenue and Fund Management Beginning fund balance, activity (e.g., receipts, transfers, expenses) and fund balance reporting August 11, 2017 Target October 31, 2017 Resources
Procure to Pay

A comprehensive suite of reports for all aspects of the purchasing process: Requisition to Purchase Order to AP Invoice to Supplier Payments, including new perspectives on approvals, suppliers, trends and invalid PTAs.

CER reports drill into P2P transaction details.

 April 10, 2017 July 31, 2017
Consolidated Expenditure Reporting Expenditure balance and details, iJournals details, trend and variance reports and commitment details March 21, 2016 October 31, 2016
Expense Requests and SU Card Activity Expense Requests system transaction details (expense reports, reimbursements, advances, non-PO payments, and petty cash replenishment) and Stanford credit card transaction details (PCard / TCard) February 9, 2015 October 27, 2015
Payroll and Labor Management Payroll and labor adjustments, labor schedules, labor schedule vs. actual, timecard and leave balances August 19, 2013 February 28, 2014
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How Do I Get Started In OBI?

Visit the Access and Training sections to learn more.

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How Can I Stay Informed and Provide Feedback?

The Status and Updates OBI page on Fingate lists coming planned enhancements, and provides a link to provide feedback.

 

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