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OBI Ad Hoc Reporting: Fund and Expenditure Management (FEM) Subject Area

Fund and Expenditure Management Reporting (FEM) is a new subject area that brings together key measures from the Consolidated Expenditure Reporting (CER) and Revenue and Fund Management (RFM) subject areas to support building out management reporting.  With this subject area, you may be able to consolidate processes that would otherwise require running separate analyses from CER and RFM to support:

  • Projections and forecasting
  • Budget management that combines sponsored and non-sponsored budgets
  • Monthly management reporting with custom rollups
  • High-level reporting with merged CER and RFM data for use in local systems
  • Combined budget, balance, revenue, expense, commitment, and variance in a single report

FEM has limited transaction-level detail so it is unable to replace the CER and RFM subject areas.

Fund Statement with Commitments and Projected Endowment Payout
This example shows a fund statement report with expenditure commitments and projected endowment payout included to calculate a projected available balance.


Fund and Expenditure Management (FEM) Reporting Resources

Other Resources

Last Updated: Jan 25, 2023
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