Automating Consolidated Financial Reporting with OneStream

Hi everyone,

We currently use OneStream to prepare our consolidated financial statements in Excel, using retrieves linked to OS. But in the end, we still manually copy everything into Word to build the final report.

We’d like to automate this process as much as possible to reduce errors and save time. We need to include notes and commentary under certain tables, so Word is our preferred format.

Is this kind of automation possible directly in OneStream? If not, what tools are you using to produce your final reports?
Any best practices or recommendations would be much appreciated!

Thanks in advance for your responses!