Reporting

Financial reporting is an essential tool for proper funds management, expenditure control, and compliance. The ability to access many of the University and H&S reporting systems often requires specific authority and prerequisite training.

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A quick and easy way to estimate next year’s endowment payout.
To check for any underwater endowments, use the Underwater Fund Report section of the Endowment Financial Dashboard located in the OBI Revenue and Fund Management Reporting dashboard.
Definition of Operations, including examples, to assist department administrators in developing operating budgets and to maintain consistency and comparability throughout the School.
To help you find reports in Oracle Business Intelligence (OBI) that provide you with the final fiscal year end balances in your awards. Faculty salary reports are also available and allow you to ensure that cost-sharing obligations were met, sabbatical charges were directed to the correct PTA and any supplemental salary payments to faculty in your area were received.
A financial reporting job aid providing brief notes on selected financial reports recommended for answering the questions, "How have we been doing?", "How are we doing?", and "How do we think we will be doing?".
A suite of on-demand, customized BI reports to support annual business processes.
How to pull up a commitment report using the HandSOn commitment database.
Slides from the Finance seminars held in the Fall 2018. The initial sessions provided a broad overview of the considerations when initiating a financial analysis and report.
Slides from the Finance seminars held in the Spring 2019. These sessions provided an overview of creating a midyear financial forecast.
Instructions and links to OBI report customizations for the OBI RFM Fund Trend and OBI CER Expenditure Trend reports.
H&S utilizes a standard set of Operating Budget projects for managing finances at the School level and to assist department and program administrators in managing the operations of their unit.
How to share, access, and manage your department’s folders and files.
A user guide to running the Non-OB report from the H&S Financial Dashboard.