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3 MIN READ New Training in OneStream Navigator Your OneStream Navigator experience is now more streamlined than ever, making it easier for you to find the training and resources you need. With a refreshed homepage, you’ll enjoy easier navigation and faster access to more relevant content and learning opportunities. Plus, we've just released a comprehensive collection of new and updated content to support your learning and development. This includes technical deep-dives, expert conversations, visual assets, and solution-focused toolkits. Below is a consolidated list of all the new content now available: - OneStream Architecture: Smart Integration Connector — Overview of the SIC framework and key integration patterns (Course) - Building a Form Using Genesis — How to design and configure data‑entry forms in Genesis (Module) - Building a Dashboard Using Genesis — Create interactive dashboards using Genesis components (Module) - Administering Genesis Instances — Manage and maintain Genesis environments (Module) - Branding Your Genesis Interface — Customize the visual look and styling of Genesis (Module) - Partner Spotlight: TruQua — A conversation highlighting implementation approaches and partner insights (Podcast) - Author Series – OneStream Fundamentals — Discussion with the author of OneStream Fundamentals on practical learning guidance (Podcast) - Tech Talks After Hours – CPMx IFRS — A technical overview of CPMx capabilities with an IFRS focus (Tech Talk) - Genesis Development with the Solution Packaging Kit (SPK) — Deep dive into SPK workflows and Genesis development techniques (Tech Talk – Live 1/30/26) - AI Anomaly Detection in Account Reconciliation — A guided learning experience for using AI‑driven anomaly detection in reconciliation workflows (Readiness Toolkit) New instructor-led training (ILT) courses have been added to the calendar for April, May, and June. Registration is now open, allowing you to plan ahead and secure your spot in upcoming sessions. Special Promotion: Save 15% on Instructor-Led Courses Take advantage of our special January–March promotion and save 15% on instructor-led courses—just use discount code ILT15%Q1_2026 when you enroll. Our instructor-led format offers a highly interactive experience, featuring live expert instruction, real-time Q&A, and opportunities for collaboration with peers. You’ll benefit from hands-on labs, immediate feedback, and the chance to earn valuable micro-credentials. Don’t miss out—register now to save and enhance your learning journey! Explore Training on Navigator Certification & Micro‑Credentials Our certification program continues to evolve to better reflect modern OneStream skills, architecture standards, and real‑world implementation needs. Below are the latest updates designed to make advancing your expertise clearer and more rewarding. OCP – Lead Architect Exam Retirement The OCP – Lead Architect exam has been retired and replaced with a streamlined, more aligned credential: the OCP – Core Platform Architect certification. New OCP – Core Platform Architect Certification The new Core Platform Architect exam focuses on essential platform architecture knowledge, solution design, and current OneStream best practices. It provides a more accurate and modern assessment of an architect’s readiness to design scalable, enterprise‑grade solutions. Transition Path for Existing Lead Architects Professionals who already hold an active Lead Architect certification can upgrade to the new credential by completing the Design Decisions course. This ensures you stay aligned with the latest standards while preserving your certification history. New Learning Path Micro‑Credentials Learners can now earn digital micro‑credentials for completing full learning paths. These stackable badges are issued through Credly and can be shared on LinkedIn, résumés, and professional profiles. New micro‑credentials available: First Project Readiness — Awarded for completing the foundational set of courses that prepare teams for their first OneStream project. Implementing OneStream Financial Close — Earned by completing the full curriculum focused on delivering a OneStream Financial Close solution. How Micro‑Credentials Work You continue to earn badges for individual courses. Completing a full learning path triggers an additional Learning Path Micro‑Credential, issued automatically. All micro‑credentials are delivered through Credly for easy sharing. Explore CertificationNew Press Publication On the Way!
1 MIN READ Introducing OneStream Press’s upcoming publication: OneStream Workspaces and Assemblies. Coming this March, workspaces are transforming how developers interact with the OneStream Platform—bringing Cube Views, dashboards, and data management elements together into a unified, flexible environment. With the introduction of Assembly Services and application containers, development workflows are evolving to be more collaborative, secure, and efficient. Written by authors Eric Telhiard and Jessica Toner, this book is built for developers, administrators, and architects who want to confidently navigate the Workspace transition and elevate their OneStream solutions. Through examples, walkthroughs, and best‑practice strategies, you’ll gain the clarity needed to build smarter and collaborate more effectively Eric Telhiard Jessica Toner
Registration for the February Tech Talks is open now!
1 MIN READ Join Chris Gerello, Tom Linton, and Matt Kerslake as they explore OneStream’s SFTP integration evolution from WinSCP to SSH.NET—an architectural shift that delivers faster, cleaner, and more reliable execution. This transition removes legacy dependencies and positions the platform for a more flexible, future‑ready design. Register now! https://www.onestream.com/events/tech-talks-sftp-data-integration-from-winscp-to-ssh-net/The OneStream Podcast: Partner Spotlight - AMCO Solutions Out Now!
1 MIN READ On this episode of The OneStream Podcast, Peter Fugere welcomes Jason Call from AMCO Solutions to discuss the growth and success of AMCO as a partner of OneStream. The duo discuss the innovative solutions AMCO has created, implementation strategies, the integration of AI, and the importance of customer engagement.Build on a Solid Foundation: A Guide to OneStream Reporting
3 MIN READ When the business shifts, aligned reporting must shift with it. That’s the real power of OneStream. Reporting isn’t a stack of disconnected spreadsheets or one‑off formulas—it’s an extension of how your application is designed. When your reporting is structurally aligned to the platform, changes don’t break things. They cascade cleanly. And that’s where OneStream is fundamentally different. Three Simple Ideas That Make OneStream Reporting Stand Apart 1. It’s Connected to Your Application Design Most reporting tools sit outside the system of record. OneStream reporting is built from your metadata, dimensions, and cubes—not around them. That means every report inherits the same governed structures your business relies on. Why this matters: When dimensions evolve, your reports evolve with them. No buried logic. No divergent definitions. No chasing down why two versions of the same report don’t match. This creates a level of consistency and trust that’s hard to replicate elsewhere. 2. It’s Built for Reuse—Not Redo OneStream gives you powerful capabilities like: Member Filter Builder Parameters and Parameter Types Reusable calculations and formatting Performance‑tuned Cube Views These aren’t just features—they’re multipliers. You build reporting logic once, then apply it everywhere. When a new request comes in, you’re not reinventing the wheel—you’re assembling components you’ve already created. Why this matters: Scaling your reporting ecosystem stops being manual work. Changes become simpler (and less expensive). Reusability becomes your default operating model. 3. Multiple Delivery Styles—All from One Source From polished financial statements to quick analysis, OneStream supports: Report Books for packaged, repeatable reporting Cube Views for structured, governed data grids Quick Views for fast exploration Spreadsheet / Excel Add‑In for familiar, governed self‑service Different stakeholders, one platform. Different needs, one source of truth. Why this matters: You reduce version sprawl. You enable self‑service without sacrificing governance. Users get what they need, without breaking anything. Bring It All Together: A Reporting Skill Set That Scales OneStream reporting is powerful—but the real value shows up when you know how the pieces work together. That’s exactly what OneStream Essentials: Building Basic Reports is designed to teach. What You’ll Be Able to Do After This Course ✔ Build Cube Views that align to metadata and cubes Ensure your reports reflect your business structure—not personal logic or ad hoc selections. ✔ Use Member Filter Builder for dynamic, reusable selections Avoid brittle member lists that break when metadata changes. ✔ Add parameters for flexible, user‑driven reports Let users explore data without creating endless “copies” of the same view. ✔ Apply calculations and formatting that improve clarity Surface insight without compromising maintainability. ✔ Design performance‑conscious layouts Build reports that run fast and scale. ✔ Assemble and distribute Report Books with confidence Create packaged, repeatable statements and reporting bundles. ✔ Use Quick Views and the Excel Add‑In for governed self‑service Give analysts flexibility while maintaining one source of truth. Why This Course Matters—No Matter Where You’re Starting If you're implementing OneStream for the first time: You’ll learn the foundational patterns that prevent rework, reporting debt, and inconsistent logic later. If you're joining an established OneStream team: You’ll gain the skills to understand, maintain, and extend the reports you’ve inherited—confidently and correctly. OneStream’s reporting isn’t just a set of tools—it’s an ecosystem designed for clarity, alignment, and scalability. When you understand how Cube Views, Member Filter Builder, parameters, Report Books, and the Spreadsheet/Excel Add‑In work together, you can deliver reporting that grows with the business instead of slowing it down. The OneStream Essentials: Building Basic Reports course teaches you exactly how to do that—hands‑on, step by step—so you can build reports that are fast, flexible, and trusted across the organization. Limited-Time ILT Promotion: Save 15%! Take advantage of our exclusive Instructor-Led Training (ILT) promotion—register for the Building Basic Reports course before March 31 and receive 15% off your enrollment! Simply enter promo code ILT15%Q1_2026 at checkout to claim your discount. Don't miss this opportunity to boost your skills and save. Ready to explore? See the course in Navigator and log in to secure your spot now. Building Better Reports
