Article

Description

Dashboard Structure (Folders & Reports)

Navigating Orbit Report Fundamentals

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.

N/A

Reviewing the COA Hierarchies Report

The COA Hierarchies report is an Orbit report available for all Oracle users to better identify the necessary Chart of Accounts segments required to perform financial transactions. This document is intended to help users locate and review all currently active values for each Chart of Accounts (COA) segment, including Entity, Organization, Account, Fund, Purpose, Program, Activity, Site, Affiliate, and Future, using the COA Hierarchies Report available in Orbit.

> Public
     - COA Hierarchies Report

Article

Description

Dashboard Structure (Folders & Reports)

Reviewing IADF PI Dashboard

The following guide is intended for all stakeholders of the Individual Awards and Discretionary Funds (IADF) process including IADF Administrators, Project Managers, and Faculty, Principal Investigators (PI).

> IADF PI Dashboard
     - IADF - Award and Budget Details
     - IADF - Encumbrance Detail
     - IADF - Expense Details

Article

Description

Dashboard Structure (Folders & Reports)

Reviewing the PI Fund Analysis Dashboard

This document is intended for all stakeholders of Clinical Research, Individual Awards and Discretionary Funds (IADF), and Sponsored Programs to process information on reviewing the PI Fund Analysis Report in Orbit. The PI Funding Analysis report provides information on a Principal Investigator’s funding.

> PI Dashboard
     - PI Funding Analysis

Article

Description

Dashboard Structure (Folders & Reports)

Reviewing the Security and Project Team Member Reports

This document is intended to help users identify the security role(s) and data access assigned to individuals in Oracle and Orbit, which define the specific system privileges and actions they can perform in Oracle, as well as the dashboards and reports they can access in Orbit and the information they can view within those dashboards and reports. It also includes guidance on reports detailing users assigned to Project Teams supporting both sponsored and non-sponsored projects.

> Security and Project Team Member Reports
     - Award Project Team Member Lookup Report
     - Orbit Data Access Report
     - Project Team Members Report
     - Security Roles Report
     - Who Am I? Lookup Report

Article

Description

Dashboard Structure (Folders & Reports)

Supplier Profile Dashboard

The following guide is intended for employees who are looking to view or complete any of the following actions:
- Answer business questions using the Supplier Profile dashboard in Orbit

> Supplier Profile
     - Supplier Profile

Article

Description

Dashboard Structure (Folders & Reports)

Reviewing the Payables Management Dashboard

This document is intended for users to find Accounts Payable information for a given organization or unit. The suite of reports provides details on the status of payment, payment terms, payment discounts, and invoice documents.

> Payables Management Dashboard
     > Drilldown Reports
          - Distributions COA Drill Down
          - Payment Details Drill Down
          - Check Cycle Extract Invoice Hold
          - Hold Detail Report
          - Invoice Approval Details
          - Invoice Attachments
          - Invoice Line Details
          - Payment Installment Detail Report
          - Supplier Business Classification Report
     - Analysis of PO Over a Given Date Range
     - AP Transactions - Drill Down
     - Check Cycle Extract
     - Invoice Inquiry Sumary and Detailed
     - Invoice on Hold and Closed Invoices
     - Invoice Workflow
     - Payables Invoice Aging Report
     - Payables Payment Register
     - Payables Payment Register Drill Down

Article

Description

Dashboard Structure (Folders & Reports)

Navigating Orbit Report Fundamentals

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.

N/A

Reviewing the COA Hierarchies Report

The COA Hierarchies report is an Orbit report available for all Oracle users to better identify the necessary Chart of Accounts segments required to perform financial transactions. This document is intended to help users locate and review all currently active values for each Chart of Accounts (COA) segment, including Entity, Organization, Account, Fund, Purpose, Program, Activity, Site, Affiliate, and Future, using the COA Hierarchies Report available in Orbit.

> Public
     - COA Hierarchies Report

Article

Description

Dashboard Structure (Folders & Reports)

Reviewing Unit Financial Dashboards

This guide is intended to help users understand the information found in the Unit Financial Dashboards. The reports found in this folder are intended to help units review their financials for a given month or year, compared to what is budgeted or forecasted in UCPlan, and will give the details to help investigate any variances.

> Unit Financials Dashboards
     - EPM Snapshot Forecast Dashboard
     - Expenditure Line Level Detail Report
     - Expenditure Line Level Detail Report - Period Drill Down
     - Expenditure Line Level Detail Report - YTD Drill Down
     - Month Actuals vs Budget
     - Spend Trend Dashboard - E Level
     - Spend Trend Dashboard - Leaf Level
     - Sponsored/Non-Sponsored Dashboard
     - Year-to-Date Actuals and Rest of Year Estimates vs Budget - COA
     - Year-to-Date Actuals and Rest of Year Estimates vs Budget - EPM
     - Year-to-Date Year over Year Comparison

Article

Description

Dashboard Structure (Folders & Reports)

Reviewing the Grants Monthly Ledger Dashboards

This document is intended for users to find Grants Monthly Ledger details information for a given user’s needs. The suite of reports provides details on the projects financial performance and will help users with Sponsored Award report-outs with faculty and sponsors. This suite of reports can connect users to the monthly expenditures related to a given Project.

> Grants Monthly Ledgers
     - Award Details Dashboard
     - Grants Ledger

Article

Description

Dashboard Structure (Folders & Reports)

Reviewing the Security and Project Team Member Reports

This document is intended to help users identify the security role(s) and data access assigned to individuals in Oracle and Orbit, which define the specific system privileges and actions they can perform in Oracle, as well as the dashboards and reports they can access in Orbit and the information they can view within those dashboards and reports. It also includes guidance on reports detailing users assigned to Project Teams supporting both sponsored and non-sponsored projects.

> Security and Project Team Member Reports
     - Award Project Team Member Lookup Report
     - Orbit Data Access Report
     - Project Team Members Report
     - Security Roles Report
     - Who Am I? Lookup Report

Article

Description

Dashboard Structure (Folders & Reports)

Change Order PO Workflow Dashboard

The following guide is intended for employees to view and/or complete the following action:
- Answer business questions using the Change Order PO Workflow Dashboard

N/A

Purchase Order Inquiry Dashboard

The following guide is intended for employee(s) to view and/or complete the following action:
- Answer business questions using the Purchase Order Inquiry Dashboard

N/A

Requisition Inquiry Dashboard

The following guide is intended for employees to view and/or complete the following action:
- Answer business questions using the Requisition Inquiry Dashboard in Orbit

N/A

Spend by Supplier Category

The following guide is intended for employees to view and/or complete the following action:
- Answer business questions using the Spend by Supplier dashboard in Orbit

N/A

Standing Purchase Orders Dashboard

The following guide is intended for employees to view and/or complete the following action:
- Answer business questions using the Standing PO Dashboard

N/A

Supplier Profile Dashboard

The following guide is intended for employees who are looking to view or complete any of the following actions:
- Answer business questions using the Supplier Profile dashboard in Orbit

> Supplier Profile
     - Supplier Profile

Article

Description

Dashboard Structure (Folders & Reports)

Navigating Orbit Report Fundamentals

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.

N/A

Reviewing the COA Hierarchies Report

The COA Hierarchies report is an Orbit report available for all Oracle users to better identify the necessary Chart of Accounts segments required to perform financial transactions. This document is intended to help users locate and review all currently active values for each Chart of Accounts (COA) segment, including Entity, Organization, Account, Fund, Purpose, Program, Activity, Site, Affiliate, and Future, using the COA Hierarchies Report available in Orbit.

> Public
     - COA Hierarchies Report

Article

Description

Dashboard Structure (Folders & Reports)

Reviewing Unit Financial Dashboards

This guide is intended to help users understand the information found in the Unit Financial Dashboards. The reports found in this folder are intended to help units review their financials for a given month or year, compared to what is budgeted or forecasted in UCPlan, and will give the details to help investigate any variances.

> Unit Financials Dashboards
     - EPM Snapshot Forecast Dashboard
     - Expenditure Line Level Detail Report
     - Expenditure Line Level Detail Report - Period Drill Down
     - Expenditure Line Level Detail Report - YTD Drill Down
     - Month Actuals vs Budget
     - Spend Trend Dashboard - E Level
     - Spend Trend Dashboard - Leaf Level
     - Sponsored/Non-Sponsored Dashboard
     - Year-to-Date Actuals and Rest of Year Estimates vs Budget - COA
     - Year-to-Date Actuals and Rest of Year Estimates vs Budget - EPM
     - Year-to-Date Year over Year Comparison

Article

Description

Dashboard Structure (Folders & Reports)

Reviewing Sponsored Programs PI Dashboard

The following guide is intended for all stakeholders of the sponsored awards process including URA Administrators, Department Research Administrators, Faculty, Principal Investigators (PI), and research leadership.

> Sponsored Programs PI Dashboard
     - Expenditure Details
     - Expenditure Details - Expenditure Line Details Raw Data
     - Expenditure Details - Expenditure Summary Raw Data
     - Multi-Project Award Report
     - PI - Encumbrance Detail
     - Project Details
     - Proposal Detail

Reviewing the Grants Monthly Ledger Dashboards

This document is intended for users to find Grants Monthly Ledger details information for a given user’s needs. The suite of reports provides details on the projects financial performance and will help users with Sponsored Award report-outs with faculty and sponsors. This suite of reports can connect users to the monthly expenditures related to a given Project.

> Grants Monthly Ledgers
     - Award Details Dashboard
     - Grants Ledger

Article

Description

Dashboard Structure (Folders & Reports)

Reviewing IADF PI Dashboard

The following guide is intended for all stakeholders of the Individual Awards and Discretionary Funds (IADF) process including IADF Administrators, Project Managers, and Faculty, Principal Investigators (PI).

> IADF PI Dashboard
     - IADF - Award and Budget Details
     - IADF - Encumbrance Detail
     - IADF - Expense Details

Article

Description

Dashboard Structure (Folders & Reports)

Reviewing the Payroll Dashboard in Orbit

This document walks through the Payroll Dashboard in Orbit which contains the following reports: Costing Allocation Detail, Job and Cost Validation Check, Workday Payroll Detail.

> Payroll Dashboard
     - Costing Allocation Detail
     - Job and Cost Validation Check
     - Workday Payroll Detail

Article

Description

Dashboard Structure (Folders & Reports)

Reviewing the PI Fund Analysis Dashboard

This document is intended for all stakeholders of Clinical Research, Individual Awards and Discretionary Funds (IADF), and Sponsored Programs to process information on reviewing the PI Fund Analysis Report in Orbit. The PI Funding Analysis report provides information on a Principal Investigator’s funding.

> PI Dashboard
     - PI Funding Analysis

Article

Description

Dashboard Structure (Folders & Reports)

Reviewing the Security and Project Team Member Reports

This document is intended to help users identify the security role(s) and data access assigned to individuals in Oracle and Orbit, which define the specific system privileges and actions they can perform in Oracle, as well as the dashboards and reports they can access in Orbit and the information they can view within those dashboards and reports. It also includes guidance on reports detailing users assigned to Project Teams supporting both sponsored and non-sponsored projects.

> Security and Project Team Member Reports
     - Award Project Team Member Lookup Report
     - Orbit Data Access Report
     - Project Team Members Report
     - Security Roles Report
     - Who Am I? Lookup Report

Article

Description

Dashboard Structure (Folders & Reports)

Change Order PO Workflow Dashboard

The following guide is intended for employees to view and/or complete the following action:
- Answer business questions using the Change Order PO Workflow Dashboard

N/A

Purchase Order Inquiry Dashboard

The following guide is intended for employee(s) to view and/or complete the following action:
- Answer business questions using the Purchase Order Inquiry Dashboard

N/A

Requisition Inquiry Dashboard

The following guide is intended for employees to view and/or complete the following action:
- Answer business questions using the Requisition Inquiry Dashboard in Orbit

N/A

Spend by Supplier Category

The following guide is intended for employees to view and/or complete the following action:
- Answer business questions using the Spend by Supplier dashboard in Orbit

N/A

Standing Purchase Orders Dashboard

The following guide is intended for employees to view and/or complete the following action:
- Answer business questions using the Standing PO Dashboard

N/A

Supplier Profile Dashboard

The following guide is intended for employees who are looking to view or complete any of the following actions:
- Answer business questions using the Supplier Profile dashboard in Orbit

> Supplier Profile
     - Supplier Profile

Article

Description

Dashboard Structure (Folders & Reports)

Reviewing the Payables Management Dashboard

This document is intended for users to find Accounts Payable information for a given organization or unit. The suite of reports provides details on the status of payment, payment terms, payment discounts, and invoice documents.

> Payables Management Dashboard
     > Drilldown Reports
          - Distributions COA Drill Down
          - Payment Details Drill Down
          - Check Cycle Extract Invoice Hold
          - Hold Detail Report
          - Invoice Approval Details
          - Invoice Attachments
          - Invoice Line Details
          - Payment Installment Detail Report
          - Supplier Business Classification Report
     - Analysis of PO Over a Given Date Range
     - AP Transactions - Drill Down
     - Check Cycle Extract
     - Invoice Inquiry Sumary and Detailed
     - Invoice on Hold and Closed Invoices
     - Invoice Workflow
     - Payables Invoice Aging Report
     - Payables Payment Register
     - Payables Payment Register Drill Down

Article

Description

Dashboard Structure (Folders & Reports)

Capital Projects Management Dashboard

The Capital Projects Project Management Dashboards are intended for staff who are working with Capital Projects and need to see information on their project’s performance.  This guide explains what each report in the dashboard means and how to utilize the report for financial decision making.

> Capital Project Management Dashboard
     - CP - Account Summary & Detail
     - CP - Budget vs Actuals
     - CP - Encumbrance Detail
     - CP - Expense Line Summary and Detailed Report
     - CP - Project Details
     - CP - Project Details Drilldown
     - CP Budget Office Reports
     - Project Asset Details

Article

Description

Dashboard Structure (Folders & Reports)

Navigating Orbit Report Fundamentals

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.

N/A

Reviewing the COA Hierarchies Report

The COA Hierarchies report is an Orbit report available for all Oracle users to better identify the necessary Chart of Accounts segments required to perform financial transactions. This document is intended to help users locate and review all currently active values for each Chart of Accounts (COA) segment, including Entity, Organization, Account, Fund, Purpose, Program, Activity, Site, Affiliate, and Future, using the COA Hierarchies Report available in Orbit.

> Public
     - COA Hierarchies Report

Article

Description

Dashboard Structure (Folders & Reports)

Reviewing Unit Financial Dashboards

This guide is intended to help users understand the information found in the Unit Financial Dashboards. The reports found in this folder are intended to help units review their financials for a given month or year, compared to what is budgeted or forecasted in UCPlan, and will give the details to help investigate any variances.

> Unit Financials Dashboards
     - EPM Snapshot Forecast Dashboard
     - Expenditure Line Level Detail Report
     - Expenditure Line Level Detail Report - Period Drill Down
     - Expenditure Line Level Detail Report - YTD Drill Down
     - Month Actuals vs Budget
     - Spend Trend Dashboard - E Level
     - Spend Trend Dashboard - Leaf Level
     - Sponsored/Non-Sponsored Dashboard
     - Year-to-Date Actuals and Rest of Year Estimates vs Budget - COA
     - Year-to-Date Actuals and Rest of Year Estimates vs Budget - EPM
     - Year-to-Date Year over Year Comparison

Article

Description

Dashboard Structure (Folders & Reports)

Reviewing Sponsored Programs PI Dashboard

The following guide is intended for all stakeholders of the sponsored awards process including URA Administrators, Department Research Administrators, Faculty, Principal Investigators (PI), and research leadership.

> Sponsored Programs PI Dashboard
     - Expenditure Details
     - Expenditure Details - Expenditure Line Details Raw Data
     - Expenditure Details - Expenditure Summary Raw Data
     - Multi-Project Award Report
     - PI - Encumbrance Detail
     - Project Details
     - Proposal Detail

Reviewing the Grants Monthly Ledger Dashboards

This document is intended for users to find Grants Monthly Ledger details information for a given user’s needs. The suite of reports provides details on the projects financial performance and will help users with Sponsored Award report-outs with faculty and sponsors. This suite of reports can connect users to the monthly expenditures related to a given Project.

> Grants Monthly Ledgers
     - Award Details Dashboard
     - Grants Ledger

Article

Description

Dashboard Structure (Folders & Reports)

Reviewing the Payroll Dashboard in Orbit

This document walks through the Payroll Dashboard in Orbit which contains the following reports: Costing Allocation Detail, Job and Cost Validation Check, Workday Payroll Detail.

> Payroll Dashboard
     - Costing Allocation Detail
     - Job and Cost Validation Check
     - Workday Payroll Detail

Article

Description

Dashboard Structure (Folders & Reports)

Reviewing the Security and Project Team Member Reports

This document is intended to help users identify the security role(s) and data access assigned to individuals in Oracle and Orbit, which define the specific system privileges and actions they can perform in Oracle, as well as the dashboards and reports they can access in Orbit and the information they can view within those dashboards and reports. It also includes guidance on reports detailing users assigned to Project Teams supporting both sponsored and non-sponsored projects.

> Security and Project Team Member Reports
     - Award Project Team Member Lookup Report
     - Orbit Data Access Report
     - Project Team Members Report
     - Security Roles Report
     - Who Am I? Lookup Report

Article

Description

Dashboard Structure (Folders & Reports)

Change Order PO Workflow Dashboard

The following guide is intended for employees to view and/or complete the following action:
- Answer business questions using the Change Order PO Workflow Dashboard

N/A

Purchase Order Inquiry Dashboard

The following guide is intended for employee(s) to view and/or complete the following action:
- Answer business questions using the Purchase Order Inquiry Dashboard

N/A

Requisition Inquiry Dashboard

The following guide is intended for employees to view and/or complete the following action:
- Answer business questions using the Requisition Inquiry Dashboard in Orbit

N/A

Spend by Procurement Category

The following guide is intended for employees who are looking to view and/or complete the following action:
- Answer business questions using the Spend by Procurement Category Dashboard in Orbit

N/A

Spend by Supplier Category

The following guide is intended for employees to view and/or complete the following action:
- Answer business questions using the Spend by Supplier dashboard in Orbit

N/A

Standing Purchase Orders Dashboard

The following guide is intended for employees to view and/or complete the following action:
- Answer business questions using the Standing PO Dashboard

N/A

Supplier Profile Dashboard

The following guide is intended for employees who are looking to view or complete any of the following actions:
- Answer business questions using the Supplier Profile dashboard in Orbit

> Supplier Profile
     - Supplier Profile

Article

Description

Dashboard Structure (Folders & Reports)

Navigating Orbit Report Fundamentals

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.

N/A

Reviewing the COA Hierarchies Report

The COA Hierarchies report is an Orbit report available for all Oracle users to better identify the necessary Chart of Accounts segments required to perform financial transactions. This document is intended to help users locate and review all currently active values for each Chart of Accounts (COA) segment, including Entity, Organization, Account, Fund, Purpose, Program, Activity, Site, Affiliate, and Future, using the COA Hierarchies Report available in Orbit.

> Public
     - COA Hierarchies Report

Article

Description

Dashboard Structure (Folders & Reports)

Reviewing Unit Financial Dashboards

This guide is intended to help users understand the information found in the Unit Financial Dashboards. The reports found in this folder are intended to help units review their financials for a given month or year, compared to what is budgeted or forecasted in UCPlan, and will give the details to help investigate any variances.

> Unit Financials Dashboards
     - EPM Snapshot Forecast Dashboard
     - Expenditure Line Level Detail Report
     - Expenditure Line Level Detail Report - Period Drill Down
     - Expenditure Line Level Detail Report - YTD Drill Down
     - Month Actuals vs Budget
     - Spend Trend Dashboard - E Level
     - Spend Trend Dashboard - Leaf Level
     - Sponsored/Non-Sponsored Dashboard
     - Year-to-Date Actuals and Rest of Year Estimates vs Budget - COA
     - Year-to-Date Actuals and Rest of Year Estimates vs Budget - EPM
     - Year-to-Date Year over Year Comparison

Article

Description

Dashboard Structure (Folders & Reports)

Reviewing the Security and Project Team Member Reports

This document is intended to help users identify the security role(s) and data access assigned to individuals in Oracle and Orbit, which define the specific system privileges and actions they can perform in Oracle, as well as the dashboards and reports they can access in Orbit and the information they can view within those dashboards and reports. It also includes guidance on reports detailing users assigned to Project Teams supporting both sponsored and non-sponsored projects.

> Security and Project Team Member Reports
     - Award Project Team Member Lookup Report
     - Orbit Data Access Report
     - Project Team Members Report
     - Security Roles Report
     - Who Am I? Lookup Report

Article

Description

Dashboard Structure (Folders & Reports)

Supplier Profile Dashboard

The following guide is intended for employees who are looking to view or complete any of the following actions:
- Answer business questions using the Supplier Profile dashboard in Orbit

> Supplier Profile
     - Supplier Profile