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:
- Oracle Business Intelligence (OBI) Human Resources Reporting
- OBI Financial Reporting
- Oracle Financials Reporting Using ReportMart3
- Oracle Financials Inquiry Tools (SU Inquiry Tools and Forms)
- Decision Support Services (DSS)
- Budget Management Reporting
- Other Tools
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).
OBI Financial Reporting
Oracle Business Intelligence (OBI) Financial Reporting is being released in phases by business function. OBI provides integrated reporting on data from PeopleSoft and Oracle Financials via:
- Robust and dynamic ad hoc analyses for experienced financial analysts
- Simple and interactive reports for administrative and financial staff
For more information, see OBI Financial Reporting.
Oracle Financials Reporting Using ReportMart3
ReportMart3 (RM3) is a reporting tool and environment for financial data in the Oracle Financials system. Key modules of the Oracle Financials system (used by distributed users across campus) include Internet Procurement, iBudgets, iJournals, Expense Requests, PCard, and Labor Distribution. ReportMart3 provides access to over 160 predefined, static reports with download capability.
For more information, see Oracle Financials Reporting Using ReportMart3.
Note: Oracle Financials reporting is transitioning from ReportMart3 to OBI Financial Reporting by subject area. For more information, see OBI Financial Reporting.
Oracle Financials Inquiry Tools (SU Inquiry Tools and Forms)
In addition to ReportMart3 and 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.
Decision Support Services (DSS)
The Decision Support Services team provides access to the tools and data necessary for users to create their own reports on an ad hoc basis. Decision Support Services maintains its own DataMart (a.k.a. DSS) with data from Stanford's major administrative systems, including:
- Oracle Financials
- FAAS (Faculty Affairs Academic Secretaries database)
- SPIDERS (Sponsored Projects Integrated Data Entry Retrieval System)
Data from these systems can be combined. For example, you can link faculty advising with research proposals. The DSS DataMart also contains data from legacy systems (i.e. NSI, CHRIS, GFS, and SUFIN).
You can access the DSS DataMart using Business Objects. DSS reporting work best when:
- users needs are not met by canned reports (such as those in Oracle Business Intelligence (OBI) Human Resource Reporting, OBI Financial Reporting, or ReportMart3),
- users are comfortable creating their own queries and reports, and
- users have thorough knowledge of the data they are retrieving.
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.
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.