Forum Discussion

Subha's avatar
Subha
New Contributor
3 years ago

How to do metadata and Finance rule compares for SOX Audit control in Onestream?

How can we get a system generated report for version compare for metadata and finance rule changes?  The question is related to providing SOX audit documentation compares to auditors as this a fina...
Reports
  • db_pdx's avatar
    db_pdx
    3 years ago

    Its a Marketplace solution (a series predefined Dashboard and Reports that can be added and accessed from OneStream).  Your local Admin should be able to get the solution added, but I've listed the steps below as well:

    • Go to OneStream.com > Customer & Partner Login > Marketplace.
    • From the Marketplace, find the 'Standard Application Reports' solution.  Download the package (a zip file).
    • From within OneStream.  Application tab > Tools > Load/Extract.  From the Load screen navigate to the package you downloaded and import it.  This will add the Dashboard which contains the reports.
    • From within OneStream. Navigate to the solution.  OnePlace tab > Dashboards > Application Reports.  Browse through the available reports.

     

db_pdx's avatar
db_pdx
Valued Contributor

Its a Marketplace solution (a series predefined Dashboard and Reports that can be added and accessed from OneStream).  Your local Admin should be able to get the solution added, but I've listed the steps below as well:

  • Go to OneStream.com > Customer & Partner Login > Marketplace.
  • From the Marketplace, find the 'Standard Application Reports' solution.  Download the package (a zip file).
  • From within OneStream.  Application tab > Tools > Load/Extract.  From the Load screen navigate to the package you downloaded and import it.  This will add the Dashboard which contains the reports.
  • From within OneStream. Navigate to the solution.  OnePlace tab > Dashboards > Application Reports.  Browse through the available reports.

 

Subha's avatar
Subha
New Contributor
3 years ago

Thank you! Will test it you if it works for us. Looks like we already have this solution in our environment.

  • Subha's avatar
    Subha
    New Contributor
    3 years ago

    Thanks for your input yesterday. Found the metadata and rule update reports.

    Is there a way we can get security reports ... I mean provision reports and security audit report (where I can select the time frame) ?

    • Cosimo's avatar
      Cosimo
      Contributor II
      3 years ago

      There's another MarketPlace dashboard called Security Audit reports: