Fingate Financial Reporting > OBI Financial Reporting > Access

Access

Gaining Access to OBI Financial Reporting

Before you can access financial reporting data using OBI, you must satisfy the following:

  1. Enroll in and complete the online Financial Confidentiality Agreement in STARS (FIN-PROG-0010).
  2. Complete required training within 9 months of grant.
    Note:  Status "pending prereqs" will stay stuck even when details show "Status" "Complete" if not completed within 9 months. Solution is to revoke the authority and immediately regrant.
  3. Your school / department must grant you OBI financial reporting authority using Authority Manager. How to Grant Authority:

OBI Authority

OBI Reporting authority in Authority Manager is divided into two types:

Report Viewer Intermediate Ad Hoc
  • An introduction to the suite of OBI financial reports for all financial administrators and analysts
  • View all static and interactive reports delivered via OBI report catalogs and dashboards
  • Perform essential analysis through interactive reports using drill down and drill across functionality
  • Designed for experienced financial analysts whose job requires flexible and specific ad hoc financial analysis and reporting
  • Create customized analyses and share with other ad hoc users
  • Share analyses with non-ad hoc users via export to Excel, PDF, or PPT

Click the link for more detailed information on OBI authority. Authority for OBI Financial Reporting is updated daily. Once you complete your training and new authority is granted, you should have access within 24 hours.

>> Authority Model for OBI Reporting

 

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