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 won...
  • Steven's avatar
    7 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