Searchable OBI Financial Reporting Directory | Financial Management Services

All A B C E F G I L M O P S T U

	Report	Subprocess	Sample Business Questions
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A	Actual Pay Payroll and Labor Management (PLM) dashboard	Review earnings details	What employees with work assignments in my org are being paid from PTAs outside my org? What other orgs are paying those employees? Which employees have received or will receive non-base pay (based on earnings type/code) in a specific period of time? From what PTAs and expenditure types were employees actually paid in a specific period of time? What employees with work assignments outside my org are being paid from PTAs within my org? In what other orgs are those employees' work assignments?
A	Actual Pay Details By Employee Payroll and Labor Management (PLM) dashboard	Review labor schedule, earnings details, and paycheck information by employee	What check numbers are associated with an employee's earnings amounts? If paid by check have the checks been cashed? What are the work assignment and position details of that employee? How much was an employee paid individually in a specific period of time and which PTAs and earning types were charged? What is my employee’s labor schedule over a period of time?
A	Advance Metrics by Employee Force Clear Metrics (FCM) dashboard	Review count and amount of advances that were force cleared by supplier, preparer, and award manager	How many force cleared advances are there for my organization, and what is the amount cleared? For my organization's force cleared advances, who was the preparer, the supplier/traveler, and award manager? What was the total force cleared amount for advances?
A	Advances Expense Requests and SU Card Activity (ERR) dashboard	Review advances that have a balance or have been cleared	For a particular advance, which expense requests has it been applied to, and is there an outstanding unapplied balance to be used before another advance for that employee is created? Do any of the employees in my organization have a balance on one of their advances that should be refunded? Have any of the advances been force cleared and need to be journaled to their proper PTAE?
A	Advances - Aging Expense Requests and SU Card Activity (ERR) dashboard	Review advances with a balance	Which advances are uncleared? Which advance balances are in jeopardy of exceeding 60 days? Which advances have exceeded 60 days, to whom and for how much? Which advances have a preparer or a supplier (person who received the advance) that is no longer in their role at Stanford?
A	Advances - Force Cleared Expense Requests and SU Card Activity (ERR) dashboard	Review advances that were force cleared	What are the advances that have been force cleared and may need to be journaled to their proper PTAE? How much was charged to force clear advances? How many advances were force cleared?
A	AP Invoices Procure to Pay (P2P) dashboard	Review AP invoice details	What are the supplier invoice details by invoice number including PTA distributions? For those transactions I originated, where are they in the process of being fully paid with the associated transaction status including holds details? What is the invoice activity, including volume and dollars by source and transaction type, for a budget unit or organization? What transactions are on hold by hold reason, including batch name and AP's internal notes? Have any unallowable charges been paid on sponsored PTAs within my organization? How can I find AP invoice details and related transaction numbers for an AP Invoice Hold Code for a specific reporting period (invoice, creation or GL Period)? How can I find the payment details for my invoices? What suppliers have activity for a set of PTAs for a specific time period?
A	Award at a Glance Revenue and Fund Management Reporting (RFM) dashboard	Review award summary for SU and EN ledgers, merge pool payout, and endowment shares.	What are the awards in my organization (org), their purposes, general status and totals across my org of balances and high level inflows and outflows? For specific award(s) what is their financial situation, projected payout for endowment, balances, high-level inflows and outflows? Looking at the stats of an award, what numbers look unusual and what are their details when I drill into them?
A	Award Attributes Revenue and Fund Management Reporting (RFM) dashboard	Review award attributes including org, name, status, type, purpose, owner, manager and relevant dates.	Who is the award owner and award manager and what are the award start and end dates? For an award, what is the award name, award type and purpose codes, award org code and award funding source?
A	Award Configuration Report (Real-time) Reference Data and Inquiry (INQ) dashboard (formerly FIN_REF_216)	Review award setup details (Non-Customizable)	What is my award's funded amount, award funding source, award terms and conditions and award personnel?
A	Award Status Fund Statement Revenue and Fund Management Reporting (RFM) dashboard (formerly FIN_FUND_253_YTD_Award_Status)	Review account summary report including budgets, receipts, transfers, expenses and commitments (Non-customizable)	What are my account balances, especially those in overdraft? What are my variances between budget and actual? What are my actual transaction totals and commitments year to date? What are my balances and transaction totals for a range of GL Periods?