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
A
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?
B
B	Budget Transactions Details Revenue and Fund Management Reporting (RFM) dashboard	Review budget activity	What iBudgets activity comprises the budget numbers for my award(s) over the period between X and Y, or P/FTD? Who prepared the iBudgets entry that was posted against my award(s)?
B	Budget Variance Revenue and Fund Management Reporting (RFM) dashboard	Review receipt, transfer, and expenditure amounts against budget	How did the net revenues, transfers and expenses on my award(s) vary from budget over the period between X and Y or P/FTD? What did I budget for transfers over the period between X and Y or P/FTD? What are the components affecting large variances from budget?
C
C	Commitment Details Consolidated Expenditure Reporting (CER) dashboard	Review hard commitments	What are my hard commitments? What are the outstanding commitments as of today? What are my committed future expenses? What are the commitment details by type (salary, requisition, PO, Accounts Payable (AP) invoice)?
C	Comparative Trial Balance by Object Code Revenue and Fund Management Reporting (RFM) dashboard	Review ending balances as of a GL Period	What is my trial balance? What is the variance of my Statement of Position between two time periods? What is the variance of my Statement of Activity between two time periods?
C	Credit Card Metrics by Employee Force Clear Metrics (FCM) dashboard	Review count and amount of SU credit card transactions that were force cleared by verifier, custodian, and award manager.	How many force cleared PCard and TCard transactions are there for my organization, and what is the expenditure amount? For the PCard and TCard force cleared transactions for my org, who was the verifier, credit card custodian, and guarantee award manager? What was the total force cleared amount?
C	Credit Card Transactions Expense Requests and SU Card Activity (ERR) dashboard	Review posted and unposted PCard and/or TCard transactions and related credit card information	What charges are on my organization’s travel card? What are the transaction details, counts and amounts for the cardholders in my organization for a specific time period? Which transactions were force approved (force cleared) in a particular range of GL periods and may need to be journaled to their proper PTAE?
C	Credit Card Transactions - Aging Expense Requests and SU Card Activity (ERR) dashboard	Review unposted PCard and/or TCard transactions	What charges on my organization’s travel card are not yet posted to a PTA, i.e., are aging, and how old are they? Which aging transactions are pending verification or local approval and who are the employees whose actions are pending? Which aging transactions are outstanding (approved locally but pending other actions)? Which aging transactions are disputed? Which aging transactions do not have Expense End Dates assigned? Which aging transactions have a verifier or a card custodian that is no longer in their role at Stanford? Which transactions have been rejected or returned to a preparer who is no longer the current verifier?
E
E	Endowment and Donor Revenue and Fund Management Reporting (RFM) dashboard	Review endowment investment activity and donor information	How many shares do my endowment awards have by pool and share type (pure vs quasi) and what is the market share value? What is the book and market value of my endowment awards? What has been the trend of market value over time? What is the value of my "Specific Investments" now and over time? What is the high level overview of my endowments for the Donor Endowment Financial Report?
E	Endowment Award Summary and FTD Investment History Revenue and Fund Management Reporting (RFM) dashboard (formerly FIN_ENDOW_123_Endow_Display)	Review endowment investment summary and detail breakdown (Non-customizable)	What are the fiscal YTD details of my endowments?
E	Endowment Investment Summary by Pool Revenue and Fund Management Reporting (RFM) dashboard (formerly FIN_ENDOW_128_Endow_Investment)	Review endowment investment summary by pool type (Non-customizable)	What are the share values of all the investment pools by pool type code for any GL Period? For each award, how many shares does it have and in which pools are they invested?
E	ER Detail by Employee Expense Requests Efficacy (ERE) dashboard	Review count of submitted transactions, count of rejected or returned transactions, and transaction amount by preparer, approver, and supplier	How is the workload of expense request processing distributed throughout my organization? Which supplier/payee has the highest dollar amount of expense request submissions over a period of time? Where should I focus my training on when it comes to minimizing expense request rejections and reducing resubmissions?
E	ER Escalation Expense Requests Efficacy (ERE) dashboard	Review count of escalated expense request transactions	Which transactions were sent to the escalation designee? Where are there needs for more policy discussion and training?
E	ER Processing Stats Expense Requests Efficacy (ERE) dashboard	Review expense request transaction count and average time for submission and approval	How long is it taking within an organization on average to submit and approve an expense request? What are the trends within my organization? How long on average are the preparer’s in my organization taking to submit an expense request? How long is it taking on average for the expense requests for a supplier/payee to be submitted? How long is my organization taking to approve expense requests and which ones are taking longer to approve and why?
E	ER Rejection Detail by Employee Expense Requests Efficacy (ERE) dashboard	Review count of rejected or returned expense request transactions by preparer, approver, and supplier	By preparer what is the number and rate of expense requests that are rejected/returned? Who needs more guidance and training? By approver what is the number and rate of expense requests that are rejected/returned? By supplier/payee what is the number and rate of expense requests that are rejected/returned?
E	ER Rejection Stats Expense Requests Efficacy (ERE) dashboard	Review count of rejected or returned expense request transactions by task organization, rejection reason, and expense request transaction type.	What is the number of expense requests that have been rejected/returned prior to final approval? How many are rejected/returned by a departmental approver and how many by an auditor? To support training of our staff, what are the most common reasons for rejection/returns? What is the high level assessment of our expense request processing throughput and the amount of expense request resubmissions?
E	Expenditure Award to Date and Award Detail Consolidated Expenditure Reporting (CER) dashboard	Review summarized budget, expenditures, commitments, prepaid expenses, and remaining balances	What are the actual to date expenses for a principal investigator’s (PI’s) portfolio of awards and what are the remaining balances with respect to their budgets? When factoring hard commitments, what are the projected remaining balances?
E	Expenditure Balance Consolidated Expenditure Reporting (CER) dashboard	Review and compare budget to expenditures and hard commitments	Are actual to date expenses in alignment with the annual budget? What is the projected remaining balance, with or without commitments? What are the actual expenditures affecting large variances from budget?
E	Expenditure Details Consolidated Expenditure Reporting (CER) dashboard	Review expenditure details for posted transactions	What has been charged to my PTAs? What are my total expenditures across organizations for a parent organization? What are my actual expenditures by expenditure type or expenditure category? Award type? Award or SPO number? What are my actual expenditures by task manager or task/award owner (PI)? Which of my task managers has the largest expenditures in a high-risk expenditure category (e.g., travel/entertainment/food)? What are the transactions that I need to reconcile by source system?
E	Expenditure Details Download Consolidated Expenditure Reporting (CER) dashboard	Review expenditure details for posted transactions in a format suitable for external analysis	What is my expenditure data in a format suitable for external analysis that I can also merge with external data?
E	Expenditure Trend Consolidated Expenditure Reporting (CER) dashboard	Review expenditure patterns over time	What was the spending pattern for my organization, award or PTA over the periods specified? What are the patterns in my expenditures over time (e.g., trending up, trending down, erratic)? By Expenditure High Level Group? By Tasks within my Award? Are there unusual expenditures in this period (e.g., fiscal quarter, fiscal year) compared to the same period last year and what are the sources? What is my rate of spending for the period specified (e.g., burn rate)? What are my PIs expenditures by year for the last 3 years?
E	Expenditure Type and Object Code Search Reference Data and Inquiry (INQ) dashboard	Review expenditure type or object code setup information	What expenditure types and object codes should I use when coding expenditure and revenue information for purchase and journal entries? What are all expenditure types and object codes under an expenditure type category? What are all the unallowable expenditure types and object codes in the university?
E	Expenditure Variance Consolidated Expenditure Reporting (CER) dashboard	Review and compare expenditures between two sets of period ranges	What are my actual expenditures in this quarter compared to the same quarter last year? What are my actual expenditures in this time period (e.g., fiscal month, fiscal quarter, fiscal year) compared to another time period? How do my expenditure totals to date compare to the previous year's totals? What are the largest sources of variances that require further analysis (for example, for high-risk expenditure categories)?
E	Expense Requests Expense Requests and SU Card Activity (ERR) dashboard	Review Expense Requests transactions submitted, rejected, paid or in progress related to business and travel expenses including reimbursements to Stanford affiliates and non-affiliates	What is the status of an expense request for a particular traveler? Which expense requests were submitted for a particular event, and to what PTAs were they charged? Which advance was used against a particular expense request, and how much of the advance was applied? Which non-PO payments are charging my PTA?
E	Expense Requests - Aging Expense Requests and SU Card Activity (ERR) dashboard	Review non-posted Expense Requests transactions related to business and travel expenses including reimbursements to Stanford affiliates and non-affiliates	Which transactions are aging and need action? Which transactions are outstanding (approved locally but pending other actions)? Are any expense requests stalled in their workflow progression and need resolution? Who is the approver or preparer to follow-up with, based on the transaction status?
E	Expense Requests in Range Expense Requests Efficacy (ERE) dashboard	Review summary of expense request transactions for a specific amount and date range	How can I focus on and analyze those transactions within a higher expense range?
F
F	Fiscal to Date Fund Statement Revenue and Fund Management Reporting (RFM) dashboard (formerly FIN_FUND_153_Fund_Statement)	Review summary and GL transactions details (Non-customizable)	What are the GL details affecting my awards? What GL transactions occurred in the last month? What are my balances in the GL?
F	Fiscal to Date Fund Statement (Current and prior year only) Revenue and Fund Management Reporting (RFM) dashboard (formerly FIN_FUND_153_Fund_Statement)	Review summary and GL transaction details for current or prior fiscal year (Non-customizable)	What are the GL details affecting my awards? What GL transactions occurred in the last month? What are my balances in the GL?
F	Force Clear Summary by Task Org Force Clear Metrics (FCM) dashboard	Review count and amount of SU credit card transactions and advances that were force cleared	By organization, for PCard and TCard, what percentage of all transactions were force cleared? By organization, how many force cleared transactions occurred by transaction type (PCard, TCard, and advances) and what were the cleared amounts? By organization, for Pcard, TCard, and advances, what were the force clear administrative fees that we were charged?
F	Fund Authorization Report (Real-time) Reference Data and Inquiry (INQ) dashboard (formerly FIN_REF_225)	Review fund authorization report (Non-customizable)	What are the fund authorization and award purpose of all the PTAs under my organization? For given activities, which awards can I allocate expenditures to? What is the appropriate way to spend unused balance on an award?
F	Fund Statement Revenue and Fund Management Reporting (RFM) dashboard	Review SU and EN ledger summary and transactions details	What was my beginning balance for my award(s) at a point in time? What is my ending balance and available balance? What is my projected payout and year end balance for my endowments? What were the net revenues, transfers and expenses on my award(s) over a user-specified period or P/FTD?
F	Fund Trend Revenue and Fund Management Reporting (RFM) dashboard	Review SU and EN ledger fund trend summary	If my inflows and outflows remain consistent with historical trends, how long will my funding last? Are the net revenues, transfer and expenses on my award(s) trending up or down? Is my balance consistently increasing or decreasing over time?
F	Fund Variance Revenue and Fund Management Reporting (RFM) dashboard	Review and compare SU and EN ledger summary between two sets of period ranges	How do the fund statements compare this year vs. last year of given awards? Which awards have the largest percentage difference this year vs. last for receipts and expenses? How large is the dollar difference of expenses between projects this summer vs. last summer?
G
G	Gift Securities Net Investment Income Excise Tax Other Financial Reports	Review detail of excise tax levied on the capital gains	Which securities were donated and sold , and then added as revenue to my fund(s)? What is the excise tax amount for any stock donations and/or dividend income charged to my fund/organization/unit by GL Period? When was the security originally transferred to the University and what is the gift security ID number?
G	GL Journal Details Revenue and Fund Management Reporting (RFM) dashboard	Review GL journal details	Which journals have posted to my PTA? Which journals filtered specific parameters (e.g., Receipts - EFP Allocations) have posted?
i
i	iJournals Consolidated Expenditure Reporting (CER) dashboard	Review iJournal details	Which journals posted in a specified period? What are the iJournals including manual and feeder journals for a time period? Where is my journal in the approval process?
I
I	Inactive Awards Report Revenue and Fund Management Reporting (RFM) dashboard	Review awards with no activity and/or no balance	Which of my awards had no activity this fiscal year to date but have a balance so I should consider spending? Which of my awards had no activity this fiscal year to date and have no balance so I should consider closing?
I	Invalid PTAs Procure to Pay (P2P) dashboard	Review purchase requisitions, purchase orders (POs) and AP Invoices with an invalid PTA	Which purchase requisitions, POs and AP Invoices are being paid with an invalid or expired PTA? What are the supplier details and contact information associated with these transactions?
L
L	Labor Distribution Adjustments (Real-time) Payroll and Labor Management (PLM) dashboard (formerly FIN_LABOR_247)	Review Labor Distribution Adjustment (LDA) details (Non-customizable)	What labor distribution adjustments were made over a period of time by org, originator or PTA?
L	Labor Schedule Payroll and Labor Management (PLM) dashboard	Review Labor Schedule details	What lines or PTAs in an employee's current labor schedule are ending or will become invalid within a given time frame? At a glance, how many full time employees are within an org and how many employees have multiple assignments?
L	Labor Schedule Details by Employee Payroll and Labor Management (PLM) dashboard	Review Labor Schedule details by employee	What are the labor schedule details for a single employee?
L	Labor Schedule Trend Payroll and Labor Management (PLM) dashboard	Review labor schedule details including schedule percentage and amount by employee and pay period	Which employees do not have a 100 percent labor schedule entered and need their entries updated to avoid suspense account charges? Does each hired employee’s labor schedules not match my planning documentation by PTA and percentage? Which of my employees are paid by another org’s PTA? Conversely, which employees employed by another org is my org paying for? What are the FTEs of all of the employees for my org? Who created or last updated an employee’s labor schedule? For a given SPO Number, which employee’s salaries are being charged to it?
L	Leave Details Payroll and Labor Management (PLM) dashboard	Review employee accrual and leave details	What dates did my employee earn and take leave? What type of leave? What is their running balance?
L	Leave Summary Payroll and Labor Management (PLM) dashboard	Review employee leave balance and leave accrual summary	How much vacation have employees in my org taken this fiscal year, compared to the amount they have accrued? What is the current monetary value of the vacation balances for employees in my organization? What are our employees' vacation balances and are they near or above the applicable vacation cap? What is the leave balance accrual and usage history for my employees and/or org? What paid leave did my employee take during a specific period of time?
M
M	Monthly Expenditure Details Statement Consolidated Expenditure Reporting (CER) dashboard (formerly FIN_EXP_285)	Review and compare budget to expenditures and hard commitments (non-customizable)	Are actual to date expenses in alignment with the annual budget? If hard commitments are included, what is the projected remaining balance? What are the actual expenditures affecting large variances from budget?
O
O	Operating Statement and Clinical Trials Statement Revenue and Fund Management Reporting (RFM) dashboard (formerly FIN_OP_101_Operating_Detail & FIN_OP_101A_SPO_Clinical_Trials_Statement)	Review GA and GL summary and transaction details including break even percent (Non-customizable)	As a Service Center org what is my break even between revenue and expense? What is the reconciliation between GA and GL?
O	Operating Statement Month by Month Revenue and Fund Management Reporting (RFM) dashboard (formerly FIN_OP_284_Mo_By_Mo _Month-by-Month)	Review summary report by GL Period and Object Code/Expenditure Type (Non-customizable)	What is my revenue and expense month by month by object code? What are my gains/losses month by month? What is my summary information about assets and liabilities?
O	Operating Statement Year by Year Revenue and Fund Management Reporting (RFM) dashboard (formerly FIN_OP_284_Mo_By_Mo_Year-By-Year)	Review summary report by fiscal year and Object Code/Expenditure Type (Non-customizable)	What is my revenue and expense year by year by object code? What are my gains/losses month by month? What is my summary information about assets and liabilities?
O	Org Inquiry Reference Data and Inquiry (INQ) dashboard	Review organization hierarchy information	What is my organization's hierarchy lineage? Who are my parent, sibling and children orgs? Who in my organization can grant me OBI Report Viewer and/or Intermediate Ad Hoc User authority?
P
P	Payments by Supplier Procure to Pay (P2P) dashboard	Review AP invoice payment information	Which supplier invoice(s) was a payment remitted? What is the payment information by supplier and payment date? What are the payment request transaction details, including multiple payees, beneficiaries, total counts and amounts for my organization?
P	PCard Detail by Employee PCard Efficacy Dashboard (PCE) dashboard	Review PCard transaction count by card holder, verifier, and approver	How is the workload of PCard processing distributed throughout my organization? Which cardholder has the highest dollar amount of PCard transactions over a period of time? Where should I focus on training when it comes to minimizing PCard returns and reducing resubmissions?
P	PCard Detail by Expenditure Type PCard Efficacy Dashboard (PCE) dashboard	Review PCard transaction count by expenditure type and merchant MCC description	For my organization, what is the PCard activity by merchant category code (MCC) description? How much are we spending by expenditure type and what is our distribution of spending across expenditure types?
P	PCard Processing Stats PCard Efficacy Dashboard (PCE) dashboard	Review PCard transaction count and average time for approval and verification	How long has it taken by organization to fully process (submit and approve) a PCard transaction? How long on average are the verifiers in my organization taking to submit a PCard transaction for approval? How long are the approvers taking to approve a PCard transaction? What are the trends for processing time within my organization? What is the average time, by cardholder, to process and approve a PCard transaction?
P	PCard Returned by Org PCard Efficacy Dashboard (PCE) dashboard	Review count of returned PCard transactions by task organization	By organization, how many PCard transactions have been returned by an approver? By organization, what percentage of total PCard transactions have been returned?
P	PCard Transactions in Range PCard Efficacy Dashboard (PCE) dashboard	Review summary of PCard transactions for a specific amount and date range	How can I focus on and analyze those transactions based on specific transaction amount ranges?
P	PCard Verifier Stats PCard Efficacy Dashboard (PCE) dashboard	Shows data on PCard transactions that were returned to the verifier or withdrawn prior to final approval. Displays graphical and tabular views of returned and withdrawn transactions by verifier.	By verifier, what is the number and percentage of PCard transactions that have been returned to the verifier by an approver? By verifier, what is the number and percentage of PCard transactions that have been withdrawn by the verifier? In my organization, who could benefit from more training? Who is the verifier's supervisor for these transactions?
P	PCard Withdrawn by Org PCard Efficacy Dashboard (PCE) dashboard	Review count of withdrawn PCard transactions by task organization	How many PCard transactions within my organization have been withdrawn by the verifier? By organization, what percentage of total PCard transactions have been withdrawn?
P	Petty Cash Replenishment Transaction Detail Expense Requests and SU Card Activity (ERR) dashboard	Review Petty Cash Transactions	Who is the custodian for the petty cash account for my organization? What reimbursements are being processed using petty cash?
P	Pledge Report Revenue and Fund Management Reporting (RFM) dashboard	Review pledge summary information and pledge schedule details	What pledges have been made to my award(s)? What is the scheduled receipt of pledges made to my award(s)? What is the pledge paid amount for my award(s)?
P	Posted Journals by Object Code (Real-time) Revenue and Fund Management Reporting (RFM) dashboard (formerly FIN_GL_161_Post_Jrnl_By_Obj_Code & FIN_GL_162_Central_Jrnls_By_Obj)	Review journal transactions by PFOO for a GL Period (Non-customizable)	For a given GL Period and Object Code and PTA perspective, what journals have posted to the live Oracle system (i.e., as of this minute)?
P	Prepare Bulk Labor Distribution Adjustment Upload Payroll and Labor Management (PLM) dashboard	Review earnings details in a format that aids with doing bulk labor distribution adjustments (LDA)	How do I export from OBI the source data needed for creating a bulk upload labor distribution adjustment?
P	Procure to Pay at a Glance Procure to Pay (P2P) dashboard	Review summary of procurement transactions that require action including purchase requisitions pending approval, purchase orders (POs) with a balance, AP invoices that are on hold, and AP invoice aging	What is holding up my PO? Is there a problem with my PO and what is the issue? What are my requisitions that still need action? What are my invoices that are aging? Are any of my invoices on hold and what kind of holds? What is my PO outstanding commitment amount? What suppliers have activity for a set of PTAs for a specific time period?
P	Procure to Pay Efficacy Dashboard Procure to Pay (P2P) dashboard	Review count of rejected purchase requisitions by task organization or preparer	What are my purchase requisition approval and rejection rates by preparer? What are my purchase requisition approval and rejection counts by preparer? What are my purchase requisition approval and rejection rates by org? What are my purchase requisition approval and rejection counts by org? Who are the purchase requisition preparers?
P	Procure to Pay Inquiry Procure to Pay (P2P) dashboard	Review summary or details information for a single purchase requisition, purchase order (PO), AP Invoice, or payment	What are the requisition details by requisition number including the invoice and payment matched to the associated PO line(s)? If I know a PR, PO, AP invoice or payment issue number, how can I query the detailed information for the related transaction numbers? What is outstanding on my PO and what lines have been paid, with details on payment and what changes have been made (including PTA information and transfers)? How could I find the payment details for my invoices?
P	Projected Budget Variance Revenue and Fund Management Reporting (RFM) dashboard	Review receipts, transfers, expenditure amounts, along with commitments and anticipated endowment payout amounts against the budget.	What is my projected budget variance when accounting for actuals, commitments, and endowment payouts? What is the difference between the budget picture seen from the perspective of Consolidated Budget chart of accounts vs OBI groupings? What is the month-by-month details of actual performance vs annual budget? What is my variance between year-to-date actuals and year to date budget?
P	PTA Inquiry Reference Data and Inquiry (INQ) dashboard	Review project, task and award setup details	What PTAs should I use when coding expenditure and revenue information for purchase and journal entries? What are all the active PTAs, by award type, owned by the faculty in my organization?
P	Purchase Order and Related AP Invoices Procure to Pay (P2P) dashboard	Review PO and related AP invoices	For my purchase orders, which invoices have been matched, what is their payment status , and what is the balance remaining on the purchase orders? Are there any invoices on hold for my POs, and what kind of holds? Are there any invoices that are missing? Which POs are closed and should be finally closed or suppressed?
P	Purchase Order Approval History Procure to Pay (P2P) dashboard	Review purchase order approver history	Where are POs in the processing cycle? How can I find all the POs for which I am one of the approvers?
P	Purchase Order Trend Analysis Procure to Pay (P2P) dashboard	Review summarized purchase order (PO) information including top X purchased orders	How can I find the top 10 suppliers that my organization (org) purchased from for a specific PO submitted date range and view by month, calendar quarter or calendar year? For PTA how can I find the top 10 suppliers with the highest PO total amount for a specific PO submitted date range? For my org, which projects, tasks or expenditure types have the top spendings?
P	Purchase Orders Procure to Pay (P2P) dashboard	Review purchase order (PO) details	What is my PO outstanding commitment amount? What are the PO details by PO number and/or supplier for my PTA and/or organization including the associated requisitions, invoices and payment numbers? What POs are open for my PTA and/or organization and what is the remaining balance on each of the open POs? Have any unallowable charges been incurred on sponsored PTAs within my organization? How can I find POs by requester or buyer plus related transactions (requisitions, invoices, payments) for a specific reporting period (submitted, creation or GL Period)? Which suppliers exist with cancelled orders? What suppliers have activity for a set of PTAs for a specific time period?
P	Purchase Requisition Approval History Procure to Pay (P2P) dashboard	Review purchase requisition approver history	Where are purchase requisitions in the approval process? How can I find all the requisitions for which I am one of the approvers?
P	Purchase Requisitions Procure to Pay (P2P) dashboard	Review purchase requisition details	What are the requisition details for multiple requisition numbers including the invoice and payment matched to the associated PO numbers? What requisitions were created for a specific date range? What are the PR details for a PTA, org or supplier? How can I find requisitions by requester or preparer plus related transactions (order, invoices, payments) for a submitted or creation reporting period? What suppliers have activity for a set of PTAs for a specific time period?
S
S	Salary, Fringe, and Indirect Costs by Employee Payroll and Labor Management (PLM) dashboard	Review salary, fringe, and indirect cost expenditures and commitments by employee	What are the actual salary, fringe, and indirect costs attributable to each employee by month? What are the commitments for salary, fringe, and indirect costs that are attributable to each employee by month? What is the net vacation cost (i.e., vacation accrual less vacation credit received) by employee? What do the charges look like contrasting EIPs with GL Periods to better visualize labor distribution adjustments?
S	Scheduled v Actual Payroll and Labor Management (PLM) dashboard	Review and compare scheduled earnings with actual earnings	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? What are the current balances of our Org Suspense PTAs? What transactions remained uncleared on our Org Suspense Account? What was the reason the payroll transaction went into OSA? Which employees' actual pay hit an Org Suspense PTA (by Org or Suspense PTA)?
S	Scheduled v Actual Details by Employee Payroll and Labor Management (PLM) dashboard	Review and compare scheduled earnings with actual earnings by employee	What are the work assignment and position details of a specific employee? Were planned employee schedules on target or is there a variance? What is my employee’s labor schedule over a period of time?
S	Sponsor Awards' Actual Expenditures - by MTDC, Exclusions, Indirect Costs Consolidated Expenditure Reporting (CER) dashboard	Review expenditures summarized by modified total direct costs, exclusions, and indirect costs	What was the modified total direct costs, exclusions and indirect expenses associated with sponsored research last year?
S	SU Credit Card Custodian Expense Requests and SU Card Activity (ERR) dashboard (formerly FIN_PCARD_257_Custodians)	Review Credit Card Profile Information (no transactional data) (Non-customizable)	Who has credit cards for my organization, and who are the verifiers for the cards? What are the guarantee PTAs for the cards within my organization? Do any former Stanford employees still have active credit cards linked to my organization? Which credit cards have been suspended or closed? Which cards do not have a verifier with active status?
S	Summary Payroll and Labor Management (PLM) dashboard	Review summary of Actual Earnings, charges on the organization suspense account (OSA), employees with incomplete labor schedules, and compare schedule against actuals by PTA	How were payroll transactions distributed for a particular period, for all employees in my organization (org)? How much were my employees paid (e.g., by employee group, award type, pay type or pay category) in a specific period of time? Is there a balance on our Org Suspense Account and which employees' pay should be cleared? Which employees have labor schedules whose lines total less than 100 percent in a specific period of time? Which employees have no labor schedule in a specific period of time? How close did our planned labor schedules compare to actual? From what PTAs did we plan to pay our employees and from what PTAs were they actually paid in a specific period of time? What are the scheduled earnings amounts for employees in an assignment org?
S	Supplier Procure to Pay (P2P) dashboard	Review supplier and supplier site summary information	What is the status of the supplier in the supplier setup process? What are the supplier sites? Who are the suppliers by city and country? What is the supplier contact information for active suppliers?
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T	Timecard Payroll and Labor Management (PLM) dashboard	Review timecard details	Which employees have not recorded paid leave for a specified number of pay periods? Which employee timecards include premium pay or out-of-class adjustments in a specific period of time? Which timecard entries will result in earnings being debited to my org suspense account in a specific period of time? Which non-exempt or hourly employee timecards are missing out-punches in a specific period of time? Which of my non-exempt or hourly employees have blank timecards in a specific period of time?
T	Timecard Approvals Payroll and Labor Management (PLM) dashboard	Review timecard approvals	Which non-exempt or hourly employee timecards are missing out-punches in a specific period of time? Which of my non-exempt or hourly employees have blank timecards in a specific period of time Which non-exempt or hourly employees do not have their timecards approved?
T	Transfer Detail Report Revenue and Fund Management Reporting (RFM) dashboard	Review fund transfer details	What are the details of transfers to and from my PTA perspective? At year end, what are the details of my transfers in and out during the month of August?
T	Transfer Summary Report Revenue and Fund Management Reporting (RFM) dashboard	Review fund transfer summary	At the consolidated budget category level, what are the total transfers to and from my PTA perspective?
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U	Unused and Underwater Endowment Funds Dashboard Revenue and Fund Management Reporting (RFM) dashboard	Review awards that are unused and/or market value is less than the book value	Which of my endowment funds are underwater? Which of my endowment funds are underutilized; i.e., are building up large balances compared to annual payout? What are my endowment payout amounts and anticipated payout amounts? Which of my endowments no longer have any payouts? What is the ending book value and ending market value of my endowment?