OBI Dashboards

The following dashboards and reports are currently available in OBI myReports. If you need access to a dashboard listed here that is not currently available to you, please submit an access request form.


  • Chartfield and Vendors: List of all active vendors and chartfields
  • General Fund: Expense, income, budget, and encumbrance information for the CSU Operating Fund
  • User-Selected Funds: Enables users to select their own fund as well as business unit, division, MBU, chartfield, etc. for filtering
  • Financial Reports: Allows users to see their trial balance and trial balance by MBU
  • Purchase Order Analysis: Detailed information about selected purchase orders
  • ProCard: Detailed financial transaction about procurement card transactions
  • Monthly Management Reports: Monthly reports sent to executives and management to monitor operating fund revenue and expenses, lottery, MSF and campus partners
  • Department Reports: Reports that contain budget vs actual accounting for department by fund, account category or account
  • Management Reports: Budget vs actual accounting for fund groups.  Compares selected year to prior year performance
  • Resources Dashboard: Contains budget transfer report, accounts receivable billing detail
  • Year End Reserves: Year-end balance vs actuals comparison for specific CSU Funds


  • Trial Balance: Trial balance by fund and quarterly trial balance reports for the HMADV business unit
  • Current Market Value: CMV Endowments and CMV Hydrogen reports for the HMADV business unit
  • Net Asset Classification: Accounting of actuals for net assets in various restriction categories
  • 509(a)(2) Schedule A Part III: Advancement foundation source and campus division II expenses

Sponsored Programs

  • HMSPF Budgetary Status Report: This report is a fund accounting for budget and actual for all non-trust fund types
  • HMSPF Budgetary Status Report (Cal Yr): Identical report as HMSPF Budgetary Status Report but adds ability to filter via calendar year as opposed to fiscal year
  • HMSPF 2009 Budgetary Status Report: This report is identical to the HMSPF Budgetary Status Report except that it is limited to the 2009-2010 fiscal year, when trusts were reported by program.
  • HMSPF Trust Trial Balance: This is a trial balance style report showing accounting information grouped by fund. It is filtered specifically to look at Funds T7000 through T7999.
  • HMSPF 2009 Program Trusts by Project: This report is identical to the HMSPF Trust Trial Balance Report except that it is limited to the 2009-2010 fiscal year, when trusts were reported by program.
  • HMSPF Payroll Budgetary Status Report: Information on regular salaries and wages for SPF payroll accounts
  • HMSPF Grant Attribute: Award, budget and actual information for grants and trusts

University Budget Office

  • KHSU Reports: This dashboard shows accounting specific to KHSU.
  • Department Reports: Contain budget vs actual accounting for department by fund, account category or account.
  • SPF Unspent Balance Dashboard: Remaining balance by fund for HMSPF business unit

Human Resources

  • Active Employees: This dashboard contains reports for hourly and salaried employee information, as well as contact information.
  • Separation Report - Staff & Management: List of employees whose expended end date is within the previous or next 3 months.
  • Annual Assessment (PREP): This dashboard contains reports for use in preparing the PREP report as it pertains to funding and staffing information.

Human Resources Advanced

  • Compensation Equity: Salary details searching via division, MBU, department or job code
  • Salary Increase Analysis: Action reason descriptions for pay rate increase
  • HR Salary History: Pay rate increase history for specific employee
  • Training Assignment: Classification of employee by employee types
  • I9 Purge: List of I 9 records for purge process
  • HSU Employee Profile: Summary information of employee demographics
  • Employee Summary: Summary information of employee demographics
  • Student Employee Summary: Summary information of student employee demographics
  • Employee Milestones: List of employees reaching 1, 5, 10 ... year employment milestones


  • Active Faculty Unit Employees: Reports for faculty with compensation and FTE, by MBU and department
  • Separation Reports for Academic Employees: Identifies ISA, coaches, and a custom group of job codes for lecturer, FERP, or TA/GA for employees that are expected to leave in the next 4 months
  • TF Contract Data Reports: Contract data for departments and colleges
  • Active Academic Employee History by Term: Academic FTE counts by term
  • Total Employment - All Active Jobs: Employment information such as union code and FLSA status

APS Advanced

  • Faculty Unit Summary: Faculty type and demographic analysis by mbu and department

Labor Costs

  • Labor Cost: Salaries, wages and benefits information
  • Percent of Effort: Determines effort percentages for grant work.  It is used  for compliance reporting
  • Labor Cost (Positional Categories): Salary, wages and benefits information for campus position


  • Admission Stats by College: Admissions statistics for a term by college and department
  • Department Coordinator: Class roster, grade roster, course catalog and advising information
  • HSU Census: Census enrollment headcounts
  • EOP Reports: Student information for the  education opportunity program
  • Registrar Reports:  Commencement and military recruitment list
  • Student Fee Reconciliation:   Student fee reconciliation comparing census head counts against finance ledger actuals
  • Scholarship Report:  Scholarship / grant  financial details
  • PeopleSoft Item Type: PeopleSoft item type outstanding balance details
  • Housing: Meal plan penalty details
  • Collection Efforts:Outstanding collection financial details


  • DARS Course Demand: This dashboard has four reports which cover demand for all courses, for all GE courses, by Major, and by Major GE
  • DARS Golden Four (G4): Summary information by student related to G4 requirement status
  • DARS Graduation Reports: Graduation information for students related to program status and application for graduation
  • DARS Misc. Reports: Overall or cumulative GPA below 2.0 report and the report for applicants for graduation with uncompleted program.
  • DARS Overview: Classic DARS overview reports by degree program, by student ID and by advisor
  • DARS Requirements Needed: DARS requirement report by degree program, by student ID and by advisor
  • Dars Student Course List: Degree progress details by student 

DARS Advanced

  • DARS Exceptions: DARS course exception summary and details

OBI Metrics

  • OBI Agents: Tracking details for automated report generated by OBI

Need Help?

 Self-Service Troubleshooting

Call (707) 826-4357

Walk in to Library 101

Help Desk Hours

Monday - Friday 8am - 4:30pm

After hours emergencies:
Call UPD at 826-5555

System Status

Status System Est. resolution
Experiencing Problems ITS Ticketing System 07-17-20 11:00am