Forum Discussion

alsathappan's avatar
alsathappan
New Contributor II
10 months ago
Solved

Monthly standard excel report distribution to non onestream users

What are the options available in onestream to distribute monthly standard excel reports (Email/Save to a network drive/Sharepoint site) to non onestream users?  

Also high level steps would be wonderful for the set up.

 

  • Use the Market Place Solution: Parcel Service to email the reports
    Create the reports (xfDocs)
    Create a Distribution Group (Group of users/emails)
    Create a Package (reports to send)
    Create a Package Group(Group of packages)
    Create a business rule to ship the package group
    Create a Scheduled task to run the business rule

2 Replies

  • Steven's avatar
    Steven
    Contributor II

    Use the Market Place Solution: Parcel Service to email the reports
    Create the reports (xfDocs)
    Create a Distribution Group (Group of users/emails)
    Create a Package (reports to send)
    Create a Package Group(Group of packages)
    Create a business rule to ship the package group
    Create a Scheduled task to run the business rule

  • Henning's avatar
    Henning
    Valued Contributor II

    Hi,

    apologies, this is not the answer you are looking for exactly. I am honestly not sure what the contracts say about this as I have no view into this. Personally, my recommendation is to talk to your sales representative. I believe there are options for restricted users that may be of interest for you.