Fingate Financial Reporting > OBI Financial Reporting > Training

Training

Training for OBI Financial Reporting is accessible on-demand via STARS.

On this page:

Training for Predefined Report Users
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-0345 CER Dashboard Intermediate Workshop No Workshop covering intermediate aspects of the CER Dashboard. Includes moving columns to prompts & sections, using columns to create specialized reports, methods of exporting and using exported data. Practice getting the same data as the RM3 285 report FIN-0340
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
FIN-0355 OBI Financial Reporting – Consolidated Expenditure Reporting Dashboard Recommended Focuses on consolidated expenditures report data, dashboard navigation, and running and modifying reports that answer common business questions 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.

Note:  If prerequisites are not completed within 9 months, the "Pending Prereqs" flag will become stuck and can only be cleared by revoking and regranting the authority.

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Training for Ad Hoc Users
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

FIN-0350 Ad Hoc Prerequisite Exercise

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.

Note:  If prerequisites are not completed within 9 months, the "Pending Prereqs" flag will become stuck and can only be cleared by revoking and regranting the authority.

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Ongoing Support

  • Step-by-Step Instructions
    Step-by-step instructions and online demos for tasks performed in OBI are available in the How To section.
  • Resources
    General-interest materials (e.g., Navigation Basics, FAQ's, DG Center) applicable to all subject areas and dashboard-specific materials (e.g., Task Mapping, RM3 to OBI Crosswalks) are available from the Resources page, accessible from the right navigation.
  • Friday Open Lab
    Knowledgeable staff is on hand to answer questions about creating ad hoc analyses and using interactive predefined reports in OBI. Scheduling an appointment is strongly recommended. See details.
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Webinars

How to Attend

  • No need to register, leave your desk, walk, or drive. Attend these seminars virtually from your computer, tablet or mobile device.
  • If you haven't set up Zoom on your device, do it in advance. It's easy!
Webinars
Date Title Description Links
2020-01-21   10-11 a.m. ERR Dashboard Enhancements

Expense Requests and SU Card Activity

Review new and enhanced features of the reconfigured dashboard reports:

  • Expense Requests
  • Credit Card Transactions
  • Credit Card Transactions – Aging
  • Advances
  • Advances – Aging
2019-09-30   10-11 a.m. PLM Labor Schedule Trend

Using Labor Schedule Trend to:

  • Find incomplete schedules at a glance by viewing Work Assignment Org totals by person by pay period in a tabular view
  • View by Person, Award, Project & SPO Number to verify schedules from various perspectives
  • Drill on a Person’s Name to get full details for the full time range, including start and end dates, by PTA
  • Drill on a pay period percentage to get full details for that person for that period
  • Search by Org, project, task, award, person and paycode group to support a wide variety of business processes including finding employees who do not belong to a Position Org or Work Assignment Org for which you have authority whose expenditures will be charged to your PTAs
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