Forum Discussion

alsathappan's avatar
alsathappan
New Contributor II
11 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 won...
  • Steven's avatar
    11 months ago

    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