July & August 2021 OBI Dashboard Enhancements

On July 13, 2021, three new fields were added to the Payments Dashboard: Minority Owned, Women Owned, and OU Supplier Type. The OU Supplier Type column indicates if the supplier is an Independent Contractor, EnergyCap supplier, or a FoodPro supplier. This column was also added to the PO Summary Dashboard.

These fields will be included in your results if you export the dashboard to Data CSV or Data Excel; or you may simply right click on the header column in OBI and add these fields through the “Include column” feature.

Additionally, on July 13, 2021, a new prompt was added to the Appointment Information and Costing dashboard that allows users to include only Individual Compensation Distribution (ICD) pay elements in their report results. 

Finance has been working with the Accounting and Reporting Partner Group (ARPG) and OIT to make enhancements to the general ledger dashboards.  On August 24, 2021, the following enhancements were made at the request of the ARPG: 

On the GL Funds Available dashboard, enhancements were made to the segment value prompts that provides users more flexibility in selecting their report criteria.  Previously, if users wanted to exclude a specific value, the only way to do that was to manually select all the include values.  A new column was added to the dashboard prompts that now allows users to select the following conditions on the segment value prompts: 

On the GL Transaction Export dashboard, a new prompt was added that allows users to search by net dollar amounts.  The addition of this prompt improved users’ search capabilities to help them track down specific transactions.   When a dollar range is entered in your search criteria, the report will only return results that have an Accounted Net value within the specified dollar range.  Enter positive numbers to search for debits, and negative numbers to search for credits.  Reminder – if you are running large queries or would like your report to run more quickly, please use the Tabular Report option in the Report Type prompt.  For more information about the GL Transaction Export, please see the GL Transaction Export Quick Reference Guide.  For more information about these new search options, please refer to the GL Funds Available Quick Reference Guide.  

Questions? Contact Finance Customer Care at financecustomercare@ohio.edu.