alsathappan
7 months agoNew Contributor II
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...
- 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