OneStream

OneStream Standard Application Reports

Istock 649839956

At the beginning of December 2020, OneStream Software announced an update to MarketPlace Solution, Standard Application Reports “RPTA”.  If you are not familiar with RPTA, this offering is one hundred and twenty reports about the application your organization utilizes to Consolidate, Plan, Reconcile, Report, etc.  In this blog, I will discuss the brief upgrade process and a couple of reports an application administrator can use to monitor the close process.

First access, Marketplace Solution Center and download the Standard Application Reports solution which consists of a zip file, RPTA_PV6.1.0_SV100_PackageContents.zip, Release Notes, and Setup Instructions.  Prior to reviewing the Setup Instructions, the filename and specifically PV6.1.0 in the filename indicates the minimum software version of OneStream XF required for this release of RPTA which is 6.1.0 released in June of 2020.

Blog08 01

Once the Setup Instructions have been reviewed and the appropriate prerequisites and permissions are verified, log into a development or test application in your environment to begin the install or upgrade.  Select and expand OnePlace -> Dashboards -> Application Reports -> Application Reports if this is an upgrade.  If this is a net new install proceed to Application -> Tools -> Load/Extract discussed later in this blog post.

Blog08 02

Once RPTA renders, select the Show Settings Page Blog08 30 icon.

Blog08 03

Select Uninstall.

Blog08 04

Select Uninstall UI.

Blog08 05

Select Uninstall.

Blog08 06

Select OK.

Blog08 07

Close the Page and select Application -> Tools -> Load/Extract.

Blog08 08

Click the ellipsis Blog08 09 icon.  Once this is done, navigate to the location of the solution file download and select the file.

Blog08 10

Onestream - Modern Accounting: How to Overcome Financial Close Challenges
Modern Accounting: How to Overcome Financial Close Challenges

Improvements in each of the following period-close core tasks can provide transformative change and are reviewed in this guide include closing the books and external reporting, periodic reconciliations, and managing the period-close process.

Get the Guide

With the file selected, click the Load Blog08 11 icon.

Blog08 12

After the solution imports, select OnePlace -> Dashboards -> Application Reports -> Application Reports.

Blog08 13

Select Setup Tables.

Blog08 14

Select OK after the tables are created.

Blog08 15

Select Launch Solution.

Blog08 16

For a report which provides an overview of each report grouped by category, select the Show Reports Overview Page Blog08 17 icon.

Blog08 18

To access the Report Groups provided with this solution, select the Show Reports Viewer Page Blog08 19 icon.

Blog08 20

One of the Report Groups, I recommend for administrators to review as part of the close process is Workflow Status.  Select this item and continue.

Blog08 21

The Workflow Status group has four reports: Workflow Status, Import Channel Status, Form Channel Status, and Journal Channel Status.  As Workflow Status consolidates the other three reports into one display, Workflow Status will be selected.

Blog08 22

Update the drop-down to the appropriate selections and select Run Report Blog08 23 which will render the report displayed in the second image after this sentence.  This report enables the viewer to determine the status of any Workflow and Workflow Profile Types easily and depending on the status perform the appropriate actions specific to their organization.

Blog08 24

Blog08 25

Another recommended report is User Entity Reports By Cube which is the sole report for Report Group, Entity Rights Audit.

Blog08 26

In the same manner as the Workflow Status report, update the selections as needed and select the Run Report Blog08 27 icon.

Blog08 24

This report is grouped by dimension and displays Read, Read/Write and Use Cube Data Access by entity “parent or base” for the dimension.  The recommendation of this report is twofold:  security configuration verification and to provide to audit as a record of which user has access to which entities as well as the type of access.

Blog08 29

As stated previously, this solution currently has one hundred and two reports with these two just a sample of the application reporting options available.  Thank you for reading and I hope this blog has been beneficial.  If you have any questions, feel free to either post a comment to the blog or email me at terry.ledet@perficient.com.

 

About the Author

Terry is a Senior Solutions Architect at Perficient specializing in OneStream CPM solutions. He is a frequent speaker at Splash and passionate about making clients successful. When not blogging about OneStream, Terry is a husband, parent, and baseball enthusiasts.

More from this Author

Leave a Reply

This site uses Akismet to reduce spam. Learn how your comment data is processed.

Subscribe to the Weekly Blog Digest:

Sign Up
Categories