Help & Resources: OHIO Bobcat Insights (OBI)

Table of Contents

• Getting Started

• How to for Consumers

• How to for Authors

Help Articles

Getting Started

• OHIO Bobcat Insights (OBI) Roles
  • This article details the roles found within OBI, and the intended use of each role.

How to for Consumers

• Search for a report or analysis
  • This article explains how to perform a search for a report/analysis.
• Find a dashboard
  • This article describes the steps to find a dashboard.
• Save a dashboard customization (vendor link)
  • This article details how OBI users can customize settings on dashboards that they have access to and save those settings, so that they don't have to be manually set up each time they access the dashboard. 
• Use favorites for easy access to content (vendor link)
  • This article explains how OBI users can save content that they most often use, and easily access that content from the favorites menu in the OBI menu.
• Enable or disable auto-complete prompts
  • This article describes how to enable or disable the auto-complete prompt feature in OBI.

How to for Authors

• Create an analysis (vendor link)
  • This article explains how to create an analysis.
• Manage access to catalog items & dashboards (vendor link)
  • This article provides the steps for managing access to catalog items and dashboards.
• Filter results (vendor link)
  • This article details how to limit the results displayed when running an analysis.
• Search for a report or analysis
  • This article explains how to perform a search for a report/analysis.
• Find a dashboard
  • This article describes the steps to find a dashboard.
• Save a dashboard customization (vendor link)
  • This article details how OBI users can customize settings on dashboards that they have access to and save those settings, so that they don't have to be manually set up each time they access the dashboard. 
• Use favorites for easy access to content (vendor link)
  • This article explains how OBI users can save content that they most often use, and easily access that content from the favorites menu in the OBI menu.
• Enable or disable auto-complete prompts
  • This article describes how to enable or disable the auto-complete prompt feature in OBI.

Get help from OIT

• Visit the OHIO Bobcat Insights (OBI) page to create a ticket

Additional resources

• Oracle's User Guide for Report Data

  • List of guides for Oracle usage

• Finance Systems OBI web page

  • Provides information on how to use the Finance and HR dashboards, and how to request reports from the Financial and Administrative Systems Team.

• Professional Development Courses 

  • Type "OBI" into the search box in the center of the page to see the list of OBI training courses available.

• Registrar Data & Reporting

  • This web page provides information on how to request data from the Registrar's office and how to use their dashboards in OBI.

• Institutional Effectiveness & Analytics Interactive Reports

  • This web page provides information on available IEA reports and how to use their dashboards in OBI.