FAQs - Reporting and Inquiries
Can you save a query for future use?
Yes, your OTBI analyses can be saved.
Is it necessary to collapse the folders after you choose a value within a folder?
No, it is not necessary. Collapsing folders helps in viewing information on the screen.
Can you share a saved OTBI query with your team members?
Yes you can saved and share OTBI queries.
Which report would be the closest to the Summary Details reports (transactional detail reports) we use today?
A report of this type is currently being developed.
Can you take an existing report and modify it and save it as a new report?
Only the programmers can clone/modify the FRS or BI reports. OTBI reports can be modified and saved as new reports.
Which reporting method would you say is similar to Banner’s Controller’s Report Library (CRL)?
The OTBI reports are probably the most similar to the CRL. However FRS and BI Publisher reports will also be used to retrieve data previously found in CRL.
Where can we inquire on fund balances?
The Account Inspector would be the tool to use to inquire on fund balances which are in the net position accounts.
Will all reports be available to everyone or will some reports be restricted?
Some reports may be restricted to Central users, such as the system maintenance reports, but there will be no report restrictions based on the Unit, Division and Organization (UDO).
Is there a separate reporting tool for the Projects module?
Reports for the projects module will be available in Business Intelligence publisher and analyses can be created/shared using OTBI. Note that FRS does not provide projects module reporting.
Will OTBI be available in October 2016 with a group of reports similar to the ones currently found in Discoverer or the Controller’s Reports Library?
The current plan is to initially give OTBI access to select users who can develop and then share their pre-built analyses. The project team is not looking to replicate current reports per se, but to provide reporting solutions – since the new system provides a more robust functionality and the university will be using a newly designed chart of accounts.
Is there payroll detail in the Financial Management System?
Payroll transactions will be summarized and posted to the financial management system. If you want to view payroll employee details, this information will reside in the PeopleSoft system.
What is STAT currency?
STAT is a value option within the Currency dimension to be used with the budget scenario and specific account codes to report statistical information such as full time employees (FTEs). STAT values will also be used to replace REX functionality for forecasting. Units can create journals using the STAT currency to represent amounts associated with future “planned financial activities”. These STAT amounts will be available in some GL reports in the financial management system.
What does it mean when you say the Financial Management System is real time?
Transactions entered within the Oracle system should post within minutes - such as approved journal entries and cash receipts entries. Transactions taking place outside of Oracle (such as Payroll, Procurement and Student) will not be reflected in the General ledger until the scheduled interfaces have successfully completed.
What is the difference between the “Entered” Debit/Credit and the “Accounted” Debit/Credit?
For our purposes there shouldn’t be any difference since we are using a single currency of USD for “Entered” and not performing any currency conversions for “Accounted”.
Will we be provided with guidelines or a manual prior to production?
You will have access to the recorded Financial Inquiries and Reports training session GL030 and this will serve as your reference document after go-live.
The chart values have all changed from the legacy systems. Is there a report that can give us a "cheat sheet" of all the values and the descriptions?
Yes. BI report 003 – Chart of Accounts Segment Listing.