Overview: About Financial Reporting Tools @ Stanford

There are several Financial Reporting tools at Stanford. This overview provides a summary of the tools and links to additional information.

On this page:

>> Resources: Financial Reporting by Activity

OBI Human Resources Reporting

Oracle Business Intelligence (OBI) Human Resource reporting provides a common reporting environment for Stanford's PeopleSoft applications (Payroll and Student Administration), Axess Timecard time and leave reporting system, Pinnacle (IT Services Billing System), and STARS (Stanford Training and Registration System).

For more information, see HR Oracle Business Intelligence Job Aid.

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OBI Financial Reporting

Oracle Business Intelligence (OBI) Financial Reporting provides integrated reporting on data from PeopleSoft and Oracle Financials via:

  • Simple and interactive reports for administrative and financial staff
  • Robust and dynamic ad hoc analyses for experienced financial analysts

Reporting subject areas include Payroll and Labor Management, Expense Requests and SU Card Activity, Procure to Pay, Consolidated Expenditure Reporting, Reference Data and Inquiry, and Revenue and Funds Management.

For more information, see OBI Financial Reporting.

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Oracle Financials Inquiry Tools (SU Inquiry Tools and Forms)

In addition to OBI Financial Reporting, several web based inquiry tools are available to access Oracle Financials information.

  • Expenditure Type Query
  • Fund Title Query
  • Requisition and Purchase Order Query
  • Signature Authority Query
  • Vacation Query

For more information, see Oracle Financials Inquiry Tools (SU Inquiry Tools and Forms).

To access, Launch Oracle and open the SU Inquiry Tools and Forms folder.

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Business Objects DSS Reporting

Decision Support Services (DSS) has been retired. For more information, see Retirement of Business Objects Access to DSS Universes.

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Budget Management Reporting

There are many reports available to Budget Officers and Analysts to aid in the budget management process. Depending upon the budget management task, you may use one or a combination of reporting resources available in the Tidemark Budgeting tool or Oracle Business Intelligence (OBI) Financial Reporting. For more information, see Tidemark Budgeting > Reports.

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Other Tools

Excel and Access are two additional tools that are often used for financial analysis and reporting at Stanford. Information Technology Services provides training classes for Excel and Access. For course information and schedules, visit the Information Technology Services Training web site.

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