Objectives
- Learn about the different OBI financial dashboards and dashboard functionality:
- Effective use of selection criteria and view-by options
- Customization of dashboard reports
- Include/exclude/move columns
- Add prompts, sections, sorts, subtotals
- Save/Share/Export reports
- Learn about financial data at Stanford and available resources
- Tips and tricks
Delivery Method
Classroom
Duration
3 hours
Learning Path
Prior to enrolling in this course, complete prerequisite courses in the learning path below.
FIN-PROG-0020: Financial Stewardship Expectations
FIN-0102: Using Stanford Chart of Accounts
FIN-0340: Introduction to OBI Financial Reporting
OBI Financial Reporting
