Recent Blogs
Registration for the February Tech Talks is open now!
1 MIN READ Join Chris Gerello, Tom Linton, and Matt Kerslake as they explore OneStream’s SFTP integration evolution from WinSCP to SSH.NET—an architectural shift that delivers faster, cleaner, and more reliable execution. This transition removes legacy dependencies and positions the platform for a more flexible, future‑ready design. Register now! https://www.onestream.com/events/tech-talks-sftp-data-integration-from-winscp-to-ssh-net/The OneStream Podcast: Partner Spotlight - AMCO Solutions Out Now!
1 MIN READ On this episode of The OneStream Podcast, Peter Fugere welcomes Jason Call from AMCO Solutions to discuss the growth and success of AMCO as a partner of OneStream. The duo discuss the innovative solutions AMCO has created, implementation strategies, the integration of AI, and the importance of customer engagement.
Build on a Solid Foundation: A Guide to OneStream Reporting
3 MIN READ When the business shifts, aligned reporting must shift with it. That’s the real power of OneStream. Reporting isn’t a stack of disconnected spreadsheets or one‑off formulas—it’s an extension of how your application is designed. When your reporting is structurally aligned to the platform, changes don’t break things. They cascade cleanly. And that’s where OneStream is fundamentally different. Three Simple Ideas That Make OneStream Reporting Stand Apart 1. It’s Connected to Your Application Design Most reporting tools sit outside the system of record. OneStream reporting is built from your metadata, dimensions, and cubes—not around them. That means every report inherits the same governed structures your business relies on. Why this matters: When dimensions evolve, your reports evolve with them. No buried logic. No divergent definitions. No chasing down why two versions of the same report don’t match. This creates a level of consistency and trust that’s hard to replicate elsewhere. 2. It’s Built for Reuse—Not Redo OneStream gives you powerful capabilities like: Member Filter Builder Parameters and Parameter Types Reusable calculations and formatting Performance‑tuned Cube Views These aren’t just features—they’re multipliers. You build reporting logic once, then apply it everywhere. When a new request comes in, you’re not reinventing the wheel—you’re assembling components you’ve already created. Why this matters: Scaling your reporting ecosystem stops being manual work. Changes become simpler (and less expensive). Reusability becomes your default operating model. 3. Multiple Delivery Styles—All from One Source From polished financial statements to quick analysis, OneStream supports: Report Books for packaged, repeatable reporting Cube Views for structured, governed data grids Quick Views for fast exploration Spreadsheet / Excel Add‑In for familiar, governed self‑service Different stakeholders, one platform. Different needs, one source of truth. Why this matters: You reduce version sprawl. You enable self‑service without sacrificing governance. Users get what they need, without breaking anything. Bring It All Together: A Reporting Skill Set That Scales OneStream reporting is powerful—but the real value shows up when you know how the pieces work together. That’s exactly what OneStream Essentials: Building Basic Reports is designed to teach. What You’ll Be Able to Do After This Course ✔ Build Cube Views that align to metadata and cubes Ensure your reports reflect your business structure—not personal logic or ad hoc selections. ✔ Use Member Filter Builder for dynamic, reusable selections Avoid brittle member lists that break when metadata changes. ✔ Add parameters for flexible, user‑driven reports Let users explore data without creating endless “copies” of the same view. ✔ Apply calculations and formatting that improve clarity Surface insight without compromising maintainability. ✔ Design performance‑conscious layouts Build reports that run fast and scale. ✔ Assemble and distribute Report Books with confidence Create packaged, repeatable statements and reporting bundles. ✔ Use Quick Views and the Excel Add‑In for governed self‑service Give analysts flexibility while maintaining one source of truth. Why This Course Matters—No Matter Where You’re Starting If you're implementing OneStream for the first time: You’ll learn the foundational patterns that prevent rework, reporting debt, and inconsistent logic later. If you're joining an established OneStream team: You’ll gain the skills to understand, maintain, and extend the reports you’ve inherited—confidently and correctly. OneStream’s reporting isn’t just a set of tools—it’s an ecosystem designed for clarity, alignment, and scalability. When you understand how Cube Views, Member Filter Builder, parameters, Report Books, and the Spreadsheet/Excel Add‑In work together, you can deliver reporting that grows with the business instead of slowing it down. The OneStream Essentials: Building Basic Reports course teaches you exactly how to do that—hands‑on, step by step—so you can build reports that are fast, flexible, and trusted across the organization. Limited-Time ILT Promotion: Save 15%! Take advantage of our exclusive Instructor-Led Training (ILT) promotion—register for the Building Basic Reports course before March 31 and receive 15% off your enrollment! Simply enter promo code ILT15%Q1_2026 at checkout to claim your discount. Don't miss this opportunity to boost your skills and save. Ready to explore? See the course in Navigator and log in to secure your spot now. Building Better ReportsHands-on or Just Getting Familiar? Pick the Right OneStream Start
4 MIN READ When you’re new to OneStream, your first training choice can either accelerate your confidence—or leave you feeling overwhelmed. The key question isn’t “Which course is better?” It’s “Which course fits your role right now?” This post breaks down the two starter courses in our portfolio so you can make the choice that sets you up for success. Introduction to OneStream - This course focuses on using OneStream—not configuring it. Getting Started with OneStream - This course focuses on supporting and configuring OneStream—not just using it. Why your first step matters Picking the right entry point sets expectations, builds confidence, and saves time: Right fit for your role: End users need fluency with navigation, workflows, and basic reporting; admins need the data model, security, and workflow design. Faster time to value: End users get productive sooner; admins get the baseline needed for advanced courses. Smoother team rollouts: Leaders can enroll the right mix of roles and avoid over-skilling or under-skilling Who should take Intro to OneStream? Choose Introduction to OneStream if you’re a finance/business end user who needs to: Navigate the platform confidently Complete a typical Financial Close and a sample Planning workflow Run fundamental reports and understand key terms and roles Format & time: On-Demand (~4 hours). Prerequisites: None required; familiarity with finance/accounting is helpful. Outcome: Day-one confidence as a business user—without diving into admin responsibilities. Who should take Getting Started with OneStream? Choose Getting Started if you are (or will become) an administrator, power user, partner consultant, or the person others come to for support. You’ll: Learn foundational admin concepts and the OneStream data model Practice in a guided lab environment (Instructor-Led Training) or structured On-Demand labs Build the baseline needed to proceed to advanced admin courses (this is the required prerequisite) Format & time: Instructor-Led: 1 full day On-Demand: ~6 hours Prerequisites: No strict prerequisite; this is the starting point for all advanced admin training. Outcome: Practical foundation to support users, configure workflows, and prepare for deeper admin topics. At a glance comparison If you only remember one thing: Introduction to OneStream builds user confidence; Getting Started with OneStream builds admin capability. Attribute Introduction to OneStream Getting Started with OneStream Best for Business/end users who need to execute daily tasks and basic reporting New administrators, partner consultants, or anyone beginning the admin journey Primary focus Navigation, roles, key terms; complete a typical Financial Close and sample Planning workflow; fundamental reporting Core admin concepts and data model; guided lab practice; readiness for advanced admin courses Format & duration OnDemand (~4 hours) ILT (1 day) or OnDemand (~6 hours) Hands-on labs Light practice within OD modules Yes—structured, guided labs (especially in ILT) Prerequisites None (finance familiarity helpful) Typical outcomes Day-one user confidence: navigate, execute close/planning steps, run basic reports Baseline admin proficiency: support users, understand security/dimensions/workflows, prepare for advanced topics Promotion (Q1 2026) — 15% off ILT with code ILT15%Q1_2026 (Jan–Mar 2026) Quick Decision Checklist If you answer Yes to any statement in a section, that’s your match. Intro to OneStream “I’ll be using OneStream to complete tasks, not administering it.” “I need to navigate, execute close/planning steps, and run basic reports.” “I want a short, self-paced overview to get comfortable quickly.” Getting Started with OneStream “I will administer or implement OneStream for my organization or clients.” “I want hands-on, guided practice (labs) and live instructor feedback (if ILT).” “I plan to take advanced admin courses and need the required prerequisite.” Limited time savings on ILT (Q1) Accelerate your admin readiness with hands-on guidance and save 15% on Instructor-Led Training when you enroll January-March 2026. Use code: ILT15%Q1_2026 at checkout. (Offer applies to ILT courses during the promotional window.) FAQs Can I start with Intro and take Getting Started later? Absolutely. Many learners begin with Intro for immediate fluency, then move to Getting Started when they assume admin responsibilities. Is finance/accounting knowledge required? No—both courses are beginner friendly. Familiarity with finance helps, but it’s not mandatory. Do I have to take ILT for Getting Started? No—Getting Started is available OnDemand too. Choose ILT if you want a live, guided experience with labs and immediate feedback. Next steps Customers can access OneStream training courses by logging in through Okta. Once authenticated, you will be able to view and register for the available classes based on your role: End Users: Register for the Intro to OneStream (OD) course to quickly become productive with the platform. Admins / Consultants: Enroll in Getting Started with OneStream. You can choose the Instructor-Led Training (ILT) option for live, hands-on labs and real-time feedback, or the On-Demand (OD) course for a more flexible learning experience.Shape the Future of OneStream Certification: Take the Financial Close Beta Exam
2 MIN READ Early Access February 17 The OneStream Certified Specialist (OCS) – Financial Close Beta Exam will be open for participation from February 18 – March 11. This beta offering provides full access to the complete exam experience and is designed for practitioners working with OneStream’s Financial Close solutions—particularly professionals using RCM, TXM, reconciliation workflows, integration processes, and related functionality across OneStream 8.x environments. Who the Exam Is For This beta exam targets any OneStream practitioner, but specifically Administrators and Financial Close practitioners seeking to validate their expertise. Candidates should have experience with areas including: Reconciliation Control Manager (RCM) Transaction Matching (TXM) Reconciliation administration and reporting Journal entries and adjustments Integration between RCM and TXM components Workflow setup, design considerations, and security Cube attribute and dimension usage Data loading and performance management Why Participate in the Beta Participating in the beta provides several unique advantages: 70% discounted exam pricing Full early access to the complete exam before public release Opportunity to provide feedback that helps shape the final credential A chance to validate your real-world skills across core Financial Close capabilities This is an ideal opportunity for professionals who want to influence final exam development while earning certification at a significantly reduced rate. What to Expect The exam is delivered online only, remotely proctored. Candidates should plan for: Use of two cameras — laptop webcam + mobile device Do NOT use a work computer, as the exam may not function properly Supported browsers: Chrome, Firefox, or Edge A full environment readiness check, including a sample quiz and technical verification A quiet, private testing location with all background applications disabled Awareness that dual monitors are not allowed, though an external monitor may be used if the laptop remains closed The exam includes multiple-choice items and performance-based tasks designed to assess true product competency. Ready to Register? Start the process with the step-by-step guide below: 👉 Registration Guide 👉 Prepare today! Download the Exam Study Guide
