OBI Financial Reporting allows you to save and view dashboard reports with their most frequently used or favorite choices for selection criteria and customizations. By saving customizations, users need not make these choices manually each time they access the dashboard report.

  • Save Current Customization is used to save a customization to be reused later for the same dashboard report.
  • Apply Saved Customization is used to apply a previously saved customization that was created for the currently displayed dashboard report.
  • Edit Saved Customizations is used to make a saved customization the default, rename it or delete it.
  • Clear My Customization will refresh the report to its default state, by clearing any saved selection criteria and customizations.

Save Current Customization

Multiple customizations for a specific dashboard report can be saved for later use.

  1. Enter https://bi.stanford.edu in the browser
  2. As prompted, login using SUNet ID and password
  1. Navigate to the Dashboards menu located in the toolbar
  2. Select the desired dashboard from the dropdown list
  1. Navigate to the desired report within the dashboard by either:
    • Selecting the desired report tab at the top, or
    • Clicking a link in the table located on the dashboard Home page
  1. Enter Selection Criteria
  2. Click Apply to generate report
  3. If available, select desired View By and Subtotal options 
  4. As desired, customize report by:
    • moving, including and excluding columns
    • changing sorts and subtotals
    • collapsing sections
  1. Click the Gear Icon (in upper right hand corner) to display the Page Options menu and select Save Current Customization
  2. From the popup window: 
    • Enter a descriptive name for the current customization so that it can be retrieved later
    • Optionally, check the box “Make this my default for this page”  to automatically run this customization every time you open this dashboard report
    • Click OK to save
What Happens Next?

The customization will be available to select when hovering over Apply Saved Customization for the same dashboard report.

Apply Saved Customization

A customization is available to use only for the specific dashboard report it was saved against.

  1. Enter https://bi.stanford.edu in the browser
  2. As prompted, login using SUNet ID and password
  1. Navigate to the Dashboards menu located in the toolbar
  2. Select the desired dashboard from the dropdown list
  1. Navigate to the desired report within the dashboard by either:
    • Selecting the desired report tab at the top, or
    • Clicking a link in the table located on the dashboard Home page
  1. Click the Gear Icon (in upper right hand corner) and hover over Apply Saved Customization to display the list of saved customizations for the current report
  2. Select a customization to apply

The report will run with the saved selection criteria and customizations while pulling data available on the run date.

 

What Happens Next?

After the initial run, the selection criteria (e.g. dates) can be updated and additional customizations can be added to revise the report.  Changing selection criteria will necessitate clicking the Apply button again, but customization changes update automatically. 

Edit Saved Customizations

Customizations can be renamed, deleted, or set as a default to run every time a dashboard report is launched.

  1. Enter https://bi.stanford.edu in the browser
  2. As prompted, login using SUNet ID and password
  1. Navigate to the Dashboards menu located in the toolbar
  2. Select the desired dashboard from the dropdown list
  1. Navigate to the desired report within the dashboard by either:
    • Selecting the desired report tab at the top, or
    • Clicking a link in the table located on the dashboard Home page
  1. Click the Gear Icon (in upper right hand corner) to display Page Options menu.
  2. Select Edit Saved Customizations to display a list of all saved customizations for the  current report
  3. From the popup window edit your customizations
Edit Customization Name
  • Click in the box that displays the customization name and edit name
Specify Default Customization
  • Select the radio button to make it the default customization for this page

This will make it automatically run every time you open this dashboard report.

  • If it is not desired to have a default customization run upon opening, select No Personal Customizations as the default
Delete Saved Customization
  • Select the customization to delete by clicking on the name to highlight it
  • Click the X above the table of customizations on the right side to delete the selected customization
  1. Select OK to save and close the popup window.

Clicking Cancel will prevent any changes, including deletions, from taking effect.

What Happens Next?

Updates can be verified by clicking on Apply Saved Customizations

Clear My Customization

This will refresh the report to its default state, by clearing any saved selection criteria and customizations.

  1. Enter https://bi.stanford.edu in the browser
  2. As prompted, login using SUNet ID and password
  1. Navigate to the Dashboards menu located in the toolbar
  2. Select the desired dashboard from the dropdown list
  1. Navigate to the desired report within the dashboard by either:
    • Selecting the desired report tab at the top, or
    • Clicking a link in the table located on the dashboard Home page
  1. Customize report or apply saved customization
  1. Click the Gear Icon (in upper right corner) and select Clear My Customization

Questions?

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