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Number of Reports Published
I am relatively new to OneStream and have recently taken responsibility for managing the platform within our organization. As I look for ways to improve the user experience, I feel our current reporting structure may be excessive. We currently have more than 90 reports available to users, including approximately 30 budget reports alone. The data is basically formatted differently in each report (ie Monthly, YTD, FullYear) I am curious how other organizations manage and govern the Reports function. How many reports do you typically make available to licensed users, and what best practices have you found for balancing user flexibility with report standardization and simplicity?The report displays data for the developer but remains blank for other users.
Issue Description: The report displays data correctly for the user who developed it. However, when accessed by other users, the report appears blank and does not return any data. The following validations have been performed: The affected user has Administrator security access. Access to all dimensions used in the report, including the Cube View report, has been granted to Everyone. Relevant data is available for FY2027. Despite the above validations, the report continues to display data only for the developer and remains blank for other users. Further investigation is required to identify the root cause. Attached the screenshots for reference. Kindly suggest a workaround. Thanks!
T-Doc for Account Reconciliations
Hello, our company recently adopted OneStream for our account reconciliation tool. Our current process is that the account reconciliations are tracked within excel. My current issue is that for one account, I am reconciling multiple entities within one excel document. I want to be able to integrate these T-docs within my excel file for easy upload to OneStream. Whenever I do this for one entity, it seems to work well. However, if I add multiple T-Docs, OneStream seems to only pull the first T-Doc within the file instead of looking at the unique identifiers to pull the correct T-Doc. Is there a solution to this? Thanks!
Title: Genesis Error Occurring for Some Users with Identical Access Rights
Hello, We are experiencing an intermittent Genesis error. All default values appear to be correctly configured, but the error is triggered for some users and not for others, even when they have the same security roles and access rights. The issue is also not tied to a specific report, as it can occur on different reports depending on the user. Has anyone encountered a similar issue? Example error message: We also noticed that when we remove the link between the Content and Main workspaces, the issue is resolved. However, this workaround does not work for all affected users. Thank you for your help.Scheduled Monthly Reports
Does anyone know where I can look to start getting a better understanding of automatically scheduled monthly reports or packages? We have several Business Units that all look at the information a bit differently. Any suggestions on what has worked for your Business Leaders in regards to what they see each month?
Excel Addin - Calculate
Hi, I am using OneStream version 8.2 and the Excel Add-In with a workbook that contains XFGetCell formulas. The workbook retrieves data successfully, and Refresh Workbook works as expected. However, the Calculate, Translate, and Consolidate buttons in the OneStream ribbon are disabled (grayed out). I am logged in successfully and can retrieve data through XFGetCell formulas, but I cannot perform any processing actions from Excel. Could anyone help me understand: What conditions must be met in OneStream 8.2 for the Calculate, Translate, and Consolidate buttons to become enabled? Is there any way to trigger Calculate, Translate, or Consolidate from Excel when working with XFGetCell-based templates? Thank you!
Updated Golfstream app?
Hi, is there a way to download an updated GolfStream version? I like to use it to reference different formulas, dashboards, features etc. but things break every time we upgrade our version....Rather than filing a ticket and modifying rules manually behind the scenes, I think it would be helpful to have an updated one issued by OneStream. I reviewed this forum and checked the Solution Exchange to no avail. Sometimes I just need help "getting started" with an idea that I've seen in a demo or solution and using Golfstream is a solid reference.Unable to reference the SingleJournalDetail_ONC in the Guided Report?
We used to be able to reference and retrieve the RPTA Audit Reports from the Guided Reporting Solution. After we upgraded the RPTA to Navigation Center, we are unable to retrieve the Single Journal Detail Report from the Guided Reporting or our custom homepage dashboard. See the prompt box displayed in the Guided Reporting when retrieving the Single Journal detail report:
