ReportMart3 Brings Welcome Improvements to Financial Reporting at Stanford
by Suzanne Schiessler
ReportMart3 is Stanford's new reporting interface to Oracle financial data, replacing ReportMart2. Faculty and staff across the campus are using ReportMart3 expenditure, revenue, and fund balance reports to help them manage budgets and determine just how much money they have to spend.
New Features
New features and improvements include:
- more intuitive screens and navigation paths.
- report organization by categories (i.e., Expenditures, Revenue and Fund Balance, Labor Distribution, etc.).
- new uniform report names, including unique identification numbers.
- a "My ReportMart" feature which allows users to save frequently used reports to a favorites list for quick and easy access.
- improved report run time for many reports.
- immediate access to all documents and tabs upon report completion. Specific tabs can then be selected for viewing, printing and exporting to Excel.
- simplified download process for Mac users. Only one PDF download with all tabs rather than dealing with multiple PDF documents with similar names.
- visibility of reports offline for maintenance or repair with projected return status.
- integrated report help information (i.e., report instructions, example report criteria screen prompts, and sample report output).
- uniform wildcard searches using the % sign.
Accessing ReportMart3
Unlike its predecessor ReportMart2, ReportMart3 requires that access be granted to users. If you were an authorized user of ReportMart2, you were automatically granted authority to access ReportMart3. If you are a new user, you can request access to ReportMart3 by first submitting a HelpSU ticket. Then follow-up with your manager to be granted the appropriate authority using Stanford's Authority Manager web application.
To log into ReportMart3, type ReportMart3 in your Internet browser. An active link is also available on SUPAD. All previous ReportMart2 links will redirect users to ReportMart3.
Available Help Resources
To keep up with the latest information on reporting, subscribe to ReportSU-finance@lists . Drop in labs are offered on Fridays from 9 a.m. to noon in the Encina Modular B ITSS Instructional Lab C located at 427 Arguello Way (just west of Encina Hall). The labs are staffed with experts to help you with your reporting needs. Or you can contact HelpSU. When submitting an online ticket for help with reports, select the Administrative Applications Request Category and ReportMart3 Request Type.
For the latest information on ReportMart3 including training, helpful job aides and resources, go to the Oracle Financials web site, Reporting Training and Job Aids page located at:
http://www.stanford.edu/services/oracle/reporting/training.html
