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Fingate Financial Reporting > OBI Financial Reporting > About OBI Financial Reporting

About OBI Financial Reporting

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What Is OBI?

OBI stands for Oracle Business Intelligence – a suite of reporting and analysis tools in an easy to use interface. The Evolve Financial Reporting (EFR) project is using OBI to evolve financial reporting, by enabling high quality business decisions through an integrated set of reporting and analysis capabilities.

OBI delivers the right tool to the right people with the right skill level:

  • Report Viewer authority:  Pre-defined and interactive reports for administrative and financial staff
  • Intermediate Ad Hoc authority:  Robust and dynamic ad hoc analyses for budget officers and experienced financial analysts
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What Does It Offer?

OBI offers many advantages over static reports. The tool has one reporting interface, with a common data foundation. Users can quickly navigate across intuitive subject areas, drill into transaction details, and save customizations. Data is integrated, consistent and accurate.

Image of OBI advantages over static reports of ReportMart3, 3 columns: left coloumn, the box states ReportMart3's capabilities - basic filters, print results and download results; center column containing top and bottom boxes, the top box states the OBI Financial Dashboards allow summarize and pivot data, change sorts, advanced filters, get data from other systems, drill to detail, and save customized views. The bottom box states that OBI Financial Ad Hoc Analyses provide simple and advanced Ad Hoc analyses, customize others' analyses, combine with data from other systems, advanced pivot of data, graphs, create custom roll-ups, share custom analyses, and calculated fields; right column emphasizes that 'OBI EFR has one reporting interface, with a common data foundation, users can quickly navigate across intuitive subject areas, drill into transaction details, and save customizations, and data is integrated, consistent and accurate.'

OBI Financial Reporting offers dashboards and ad hoc reporting capabilities in a variety of reporting areas:

OBI Dashboard Reporting Scope
Financial Reporting Directory A comprehensive list of all OBI dashboard reports and standalone reports, many of which are one-to-one conversions from ReportMart3
Consolidated Expenditure Reporting Expenditure balance and details, iJournals details, trend and variance reports and commitment details
Expense Requests and SU Card Activity Expense Requests system transaction details (expense reports, reimbursements, advances, non-PO payments, and petty cash replenishment) and Stanford credit card transaction details (PCard / TCard)
Payroll and Labor Management Payroll and labor adjustments, labor schedules, labor schedule vs. actual, timecard and leave balances
Procure to Pay

A comprehensive suite of reports for all aspects of the purchasing process: Requisition to Purchase Order to AP Invoice to Supplier Payments, including new perspectives on approvals, suppliers, trends and invalid PTAs.

CER reports drill into P2P transaction details.
Reference Data and Inquiry
  1. PTA Reference Data – including configuration, setup, fund authorization and transaction control
  2. Expenditure Type and Object Code Search
  3. Organizational Hierarchy and OBI Authority Grantors
Revenue and Fund Management Beginning fund balance, activity (e.g., receipts, transfers, expenses) and fund balance reporting
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How Do I Get Started In OBI?

Visit the Access and Training sections to learn more.

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How Can I Stay Informed and Provide Feedback?


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