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.
Finance
- 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
- Associated Students: Expense, income, budget, and encumbrance information for the Associated Students
- 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
Accounting
- Accounting Revenue and Expense Analysis: Budgetary status informations for CSU Funds
Advancement
- 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
- Scholarships: Transaction and Financial Aid information regarding scholarships
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
- User Fund by Calendar Year: User fund summary information by a custom time range
- HMSPF Transaction Detail: Details of revenue and expense
Human Resources
- Human Resources Summary: Summary of human resources service use
- Active Employees by Hire Date: Summary of active employees and their hire date
- Annual Assessment (PREP): Departmental budget data where multiple departments share a single fund
- Annual Assessment (PREP) by Program: Program budget data where multiple departments share a single program
- VETS_4212_REPORT: Summary of Vet enrollment information for reporting purposes
APS
- Historical Academic Employee Reports: 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
University Budget Office
- Active Employees: Summary of HSU employees with active HSU job records
Instructor Workload
- Instructor Workload: Summary of Instructor information including assigned times and S Factor
DARS
- DARS Plan Overview: A statistical overview of plans and their statuses
- DARS Course Planned Demand: A count of all courses found in active DARS plans
- DARS Course Planned X also Planning Y: Summary of classes that are taken concurrently on students' plans
- DARS Course Needed Demand: Summaries 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 GPA Report: Overall, cumulative or major GPA below 2.0 to identify students who might be on Academic Probation
- DARS Graduation Reports: Summary of who has applied for graduation in the next 6-months but according to the DARS they are not complete
- DARS Overview: An overview, from a DARS perspective, of all students in a particular degree program
- DARS Requirements Needed: Summary of unmet student requirements by Degree Program, Student ID or Advisor
- DARS Student Courses List: Summary of degree progress details by student
Student Finance
- Student Fee Reconciliation: Budgetary status information for Student Fee Reconciliation
- PeopleSoft Item Type: Outstanding balances by PeopleSoft item types
- Housing: Summary of meal plan penalties
- Collections Efforts: Summary of collection efforts
- Student Finance Detail: Budgetary status information of Student Finance information
Advisor Resources
- Upcoming Registration: Summary of student data for adviser information
- Rosters: Summary of student data broken down for analytical purposes
Help Desk Hours
Monday - Thursday 8am - 7pm
Friday 8am - 5pm
Sunday 11am - 3pm
After hours emergencies:
Call UPD at 826-5555
System Status
Status | System | Est. resolution |
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Available | All Systems |
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