06-12-2024 05:33 PM
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 wonderful for the set up.
Solved! Go to Solution.
06-13-2024 12:26 AM
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
06-13-2024 12:26 AM
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
06-13-2024 12:35 AM - edited 06-13-2024 02:05 AM
Hi,
apologies, this is not the answer you are looking for exactly. I am honestly not sure what the contracts say about this as I have no view into this. Personally, my recommendation is to talk to your sales representative. I believe there are options for restricted users that may be of interest for you.