Overview: 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.

ReportMart3 (RM3) allows users to run and view reports based on Oracle Financials System data. Oracle Financials system modules include Internet Procurement, iBudgets, iJournals, Expense Requests, PCard, and Labor Distribution. ReportMart3 provides access to predefined, static reports with download capability.

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Report Categories and Descriptions

Each of the ReportMart3 financial reports is preceded by FIN (indicating financial) and a category indicating the type of data or information that will be contained in the report. Some of the more common categories and their meanings are listed below:

Report Category and Description
Category Description
BGT iBudget Reports
CAP Reports related to Capital Projects
ENDOW Contains data related to the endowment (non-spendable) portion of a fund(s)
EXP Used to indicate expenditure reports. These reports contain detailed or summary information about expenditures.
FUND Contains information about the fund, such as receipts, transfers, expenses and investments. Available at both a high level and detailed information.
JNL Provides detail or summarized information about iJournals. Salary view authority is required to use journal reports
OP Operating Reports, includes revenues, fund transfers and expenditure information, focused primarily on the needs of Service Centers and Auxiliaries, but can be used by all
PO Information related to purchases of goods and services (Requistions, Purchase Orders of Invoice information)
REF Indicates the report is a reference report and contains no financial data, only information about the account and how it is set up
REV Contains revenue information

For a list of commonly used reports organized by activity (i.e. Buying & Paying, Expense Reporting / Reimbursements, Funds Management, Month-End / Year-End Close, etc.) see Resources: Oracle Financials Report Types & Uses.

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Authority and Access

Access to ReportMart3 is granted via Authority Manager. Once access is granted, you will need appropriate reporting authority to get results for many ReportMart3 reports. See How To: Grant Authority for Oracle Financials Reporting Using ReportMart3.

To determine what reporting authority you have, check Authority Manager. For help, see How To: View Authority Assignments.

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Frequency of Data Updates

Updates to the data in ReportMart3 reports occur at different times, depending on the type of report. The table below includes reports frequently used by school / department ReportMart3 users.

Timing of Updates Report Types
Current:  Reports have a "REALTIME" icon. Reports reflect up-to-the-minute data.

• Budget (FIN_BGT...)
• Labor Distribution (FIN_LABOR...)
• Purchasing/Payables (FIN_PO… and FIN_AP...)
• Some Reference (FIN_REF...)

Day-Delay:  Reports have a "DAILY" icon. Data is updated nightly. Reports reflect data from the prior day.

• Accounts Receivable (FIN_AR...)
• Endowment (FIN_ENDOW...)
• Expenditure (FIN_EXP...)
• Fund (FIN_FUND...)
• Journal (FIN_JNL...)
• Operating (FIN_OP...)
• Revenue (FIN_REV...)
• Some Reference (FIN_REF...)

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Scheduling Reports

Report scheduling functionality in ReportMart3 streamlines the process of running repetitive reports. See Overview: Scheduling Oracle Financials Reports Using ReportMart3.

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Training Resources

FIN-0320: ReportMart3 for Oracle Financials is available to help ReportMart3 users learn how to run reports and navigate the web-based application.

Excel and Access are two additional tools that are often used in conjunction with ReportMart3 reports for financial analysis and reporting. 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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Staying Informed

To receive email communications regarding changes and updates to ReportMart, subscribe to ReportSU-Finance@lists.

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Getting Support

For assistance, please submit a HelpSU request.

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