Forum Discussion

alsathappan's avatar
alsathappan
New Contributor II
7 months ago

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

  • 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.