Forum Discussion

Subha's avatar
Subha
New Contributor
3 years ago

How to do metadata and Finance rule compares for SOX Audit control in Onestream?

How can we get a system generated report for version compare for metadata and finance rule changes? 

The question is related to providing SOX audit documentation compares to auditors as this a finance tool. Earlier in HFM, we used spreadsheet compare.

Please suggest.

Reports
  • db_pdx's avatar
    db_pdx
    3 years ago

    Its a Marketplace solution (a series predefined Dashboard and Reports that can be added and accessed from OneStream).  Your local Admin should be able to get the solution added, but I've listed the steps below as well:

    • Go to OneStream.com > Customer & Partner Login > Marketplace.
    • From the Marketplace, find the 'Standard Application Reports' solution.  Download the package (a zip file).
    • From within OneStream.  Application tab > Tools > Load/Extract.  From the Load screen navigate to the package you downloaded and import it.  This will add the Dashboard which contains the reports.
    • From within OneStream. Navigate to the solution.  OnePlace tab > Dashboards > Application Reports.  Browse through the available reports.

     

  • db_pdx's avatar
    db_pdx
    Valued Contributor
    3 years ago

    Hi Subha: the 'Application Reports' dashboard has both Business Rule Audit and Metadata Change Audit reports.  Check if these meet your requirements.

    Cheers     -DB

    EDIT: its on the XF Marketplace, 'Standard Application Reports'

    • Subha's avatar
      Subha
      New Contributor
      3 years ago

      Thanks for your reply DB! It is a new tool or software we need to download and configure?

      Also I got no results when I typed  'Standard Application Reports' in XF Marketplace

      • db_pdx's avatar
        db_pdx
        Valued Contributor
        3 years ago

        Its a Marketplace solution (a series predefined Dashboard and Reports that can be added and accessed from OneStream).  Your local Admin should be able to get the solution added, but I've listed the steps below as well:

        • Go to OneStream.com > Customer & Partner Login > Marketplace.
        • From the Marketplace, find the 'Standard Application Reports' solution.  Download the package (a zip file).
        • From within OneStream.  Application tab > Tools > Load/Extract.  From the Load screen navigate to the package you downloaded and import it.  This will add the Dashboard which contains the reports.
        • From within OneStream. Navigate to the solution.  OnePlace tab > Dashboards > Application Reports.  Browse through the available reports.

         

    • Cosimo's avatar
      Cosimo
      Contributor II
      3 years ago

      Subha, It's in MarketPlace. Look for this tile: