OBI Fund Trend Report Customizations

1) Sign in to OBI

2) From this Word document, copy the customization link you want from the list below, and paste the url into your browser.

3) You will need to select your own Org. From the Organization dropdown, hit search, select your organization code, then hit the Apply button.

4) Save your customization with your unit selected, so it shows up in your list. Click on the gear in the top right, Save Current Customization, and name it.

5) Whenever you want to re-run it in OBI, you navigate to the fund Trend Report, select “Apply Saved Customization”, select your saved query, and hit Apply.

6) Here are the links to the customizations we demonstrated during the Finance Seminar. Please copy and paste this into your browser once you’ve signed in to OBI:

Fund Trend: Whole Org Overview, no subtotalhttps://bi.stanford.edu/analytics/saw.dll?Dashboard&PortalPath=%2Fshared%2FFinance%2F_portal%2FRevenue%20and%20Fund%20Management%20Reporting&Page=Fund%20Trend&PageIdentifier=mitp11quo7uccu0a&BookmarkState=7rm4e2aomm8vf4fvp899v9k0ji&options=frd

Fund Trend: By Awardhttps://bi.stanford.edu/analytics/saw.dll?Dashboard&PortalPath=%2Fshared%2FFinance%2F_portal%2FRevenue%20and%20Fund%20Management%20Reporting&Page=Fund%20Trend&PageIdentifier=mitp11quo7uccu0a&BookmarkState=pcjf1vktcnn4vfgc41k871vtae&options=frd

Fund Trend: Dept vs. Faculty-controlled awardshttps://bi.stanford.edu/analytics/saw.dll?Dashboard&PortalPath=%2Fshared%2FFinance%2F_portal%2FRevenue%20and%20Fund%20Management%20Reporting&Page=Fund%20Trend&PageIdentifier=mitp11quo7uccu0a&BookmarkState=2nrnf6knme59lv9lvv5ger3oli&options=frd

Fund Trend: Faculty Controlled Fund Balance by Personhttps://bi.stanford.edu/analytics/saw.dll?Dashboard&PortalPath=%2Fshared%2FFinance%2F_portal%2FRevenue%20and%20Fund%20Management%20Reporting&Page=Fund%20Trend&PageIdentifier=mitp11quo7uccu0a&BookmarkState=o1u7p1r3g7gi3umc25if1piv8m&options=frd

CER Consolidated Expenditure Report:https://bi.stanford.edu/analytics/saw.dll?Dashboard&PortalPath=%2Fshared%2FFinance%2F_portal%2FConsolidated%20Expenditure%20Reporting&Page=Expenditure%20Trend&PageIdentifier=jtkf2faunajpoboh&BookmarkState=kjmi06409u1apk9r43q6dqb68q&options=frd