Forum Discussion

Magali's avatar
Magali
New Contributor
8 months ago

BBR Training

Dear OnStream users,

I just finished the Basic Building Reports training online, and I have 2 questions after it :

- how do you remember all the setps that need to be done before creating a report 

- is there any pdf guide to remember the how to do step for building a reporti/ dashboard or POV? 

Thank you very much! 

best regards 

 

  • TomABC's avatar
    TomABC
    Contributor II

    your questions are a bit wide open, but generally speaking on:

    1. The more reports you build the better and more efficient you get at it.  Start with the end report in mind that you're trying to create in OneStream, ideally your reporting will have driven your metadata build during implementation.  Ask questions similar to these (which we cover in the Instructor Led Training (ILT) Building Basic Reports course): 

     

    On 2.  Suggest you browse the design and reference guide (the '?') in the upper right of any application which will be a link to the documentation for a variety of topics.