Financial Reporting Tools

Reporting tools and commonly used reports

OverviewStart here if you are new - Introductory information to help you get started:

  • About Financial Reporting Tools @ Stanford
  • Oracle Financial Reporting
  • PeopleSoft Reporting
  • Hyperion Reporting
  • Decision Support Systems Data Warehouse
Quick Steps

Step-by-step instructions for financial reporting-related tasks:

  • Request Access to ReportMart
  • Granting Authority for Reporting
  • Navigating ReportMart3
  • Exporting Reports to Excel
Policy Notes

Condensed policy information related to financial reporting tools:

  • Authority for Report Access

 

 

Resources & Job Aids

Links, tools and reference materials related to financial reporting tools:

  • Oracle Report Types and Uses
  • Oracle Reference Code Table
  • Desk Top Requirements for ReportMart3
  • ReportMart3 Tips and Tricks
  • ReportMart3 Status
  • Pivot Tables for Financial Reports
 Forms

Downloadable and online forms related to financial reporting tools:

  • Confidentiality Agreement

 

 

 Training

Online tutorials, classroom training, and related materials:

  • FIN-0320 Introduction to ReportMart3
  • ReportMart3 User Guide
  • WEBI Expenditure Reports