Orbit Reporting and Analytics is the reporting tool used to report back financial data found in Oracle.  The Orbit Reporting and Analytics tool has multiple reports to help you define your search based on your reporting needs. 

This reference guide is intended to guide users who are looking to view or navigate Orbit Reports.

Accessing Orbit Reports

Defining Dashboard/Report Criteria

Reporting Tables

• Data: quantitative information that is used by organizations to make financial decisions.
• Hyperlink: A digital reference to data that the user can follow or be guided to by clicking.
• Drilling/Drill: The act of using hyperlinks to shift from an overview of data to a more detailed and granular view within the same dataset.
• Wildcard: A special character that can stand in for unknown characters in a text value.

Keep in Mind

• Go to Oracle’s Reporting Hub option to access the Orbit Reporting Hub
• The data available in Orbit will be updated nightly by the source system (i.e., Oracle, Workday, or AURA)
• Many reports within this dashboard have hyperlinked information. When a hyperlink is available, you can select the hyperlink to see additional information, including payment details and the original invoice.

Access to Orbit Reports

Some Oracle Roles come with access to dashboards required to support the business needs of that particular role (ex., Organization Financial Manager Approval Group has access to the Procurement Management Dashboard).​ To support the business need of a particular user, dashboard access can also be given at the discretion of the Role Assignment Owner.​

What to do if I need different access?​ Contact your unit's Role Assignment Owner to request additional Orbit access on your behalf.​

1. Log-in to Oracle

2. Select the Reporting Hub menu option
3. Select Orbit Reporting Hub

4. Select the 'R' and select Reporting

5. Select Shared with Me
6. Open the appropriate reporting folder to access the relevant report. You may also use the search field to enter the report name.

Note: You can bookmark the Orbit URL to access Orbit without logging in through Oracle.

Learning Videos

View this learning video for a walk-through on accessing Orbit Reporting and Analytics. Would you like to learn more tricks for setting up your Orbit screen to help you work more effectively? Would you like to personalize your page? Watch the video in the links below:

• Setting the Orbit Home Page
• Orbit – Adding Favorites and Creating Folders

You have now completed learning how to navigate Orbit Reports.

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Header Filters

Each Orbit Report has a series of header-level filters that will help define your search.  Using Header Filters allows users to find answers to specific financial questions. This section discusses how to set your Dashboard/Report criteria.

Filtering Specific Dimensions

1. Select the appropriate filter.
2. Search for the dimension(s) you want to use to filter the dashboard.
   1. Select the Magnify Glass to see all filter options available in the search field.
   2. Surround search results with percentage signs (example: %search term%) to perform a Wildcard Search.
3. Drag or double click the dimension(s) to bring over to the Selected item(s) list.
   1. To complete a multi-select you can hold down the SHIFT key to select a string of items within the search or hold down the CTRL key to select multiple items within the list.
4. Select Ok.

Clear Filters

Select the X on the dimension you want to remove in the filter and select Ok.

OR

Right click over the select filter and select Clear the value. The report will return to the default data.

Note: If you change the report criteria, use the Run icon to run reports.

You have now completed learning how to filter a report.

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Table Functions

Each Orbit Report will have table(s) of data based on your search criteria.  This section walks through how to navigate the tables.

Table Level Filters

Use the Filter icon to add or remove filters for tables. This will allow you to customize how you see the data available in your report.

1. Navigate to the left side of the table and select the filter sign.
2. Choose from a multitude of different operators.
3. Search in the columns by the operator chosen in the previous step.
4. Clear these filters by selecting the X on the left side of the screen. Select the filter button again.

Export to Excel

Use the Options Icon (three lines) and select Export to Excel. This option allows users to see all the data in a report, even if the Orbit report online says you have exceeded the row limit.

After you select the Export to Excel, you will receive two pop-up notifications in Orbit informing you of the export action.  When the report is ready, select the bouncing arrow to download the document.

ReportOutput Tab

In the Excel file there will be a sheet names “ReportOutput”.  To interact with this sheet you will need to take the following steps:

1. Find the report in your File Explorer.
2. Right-click the document and select Properties.
3. When the Properties window appears, select the Unblock box in the General tab and select OK.
4. Open the document and select Enable Content.

Drill Down

Columns with blue values are hyperlinks can be used to drill into the data. Select the blue value you would like to dill on. You will be brought to another page that shows additional data on the report.

Column Settings

Select the arrow next to the column title to change the way you see the information.

• Sort Ascending: Select this option to sort from lowest to highest or A-Z alphabetically.
• Sort Descending: Select this option to sort from highest to lowest or Z-A alphabetically.
• Columns: Select this option to add or remove columns found on the reporting table.
• Group By this Field: Select this option to use the column to group the criteria by the data found in this column.
• Show in Groups: Is only enabled when Group by this Field is selected.  Select the check box to return to the original table view.
• Clear Sort: Select this option to clear the sort on that column only.
• Clear Sort All: Select this option to clear the sort of the entire table.
• Grand Total: Select this option if you would like a grand total of all of the data in that column.
• Group Total: Select this option if you selected Show in Groups and would like a total of all of the data within that group.
• Summary: Select this option if you would like a count of the data within that column.

You have now completed learning how to use the Details Table.

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