Course Announcement: OneStream Architecture: Smart Integration Connector Update
Course Description: This course is designed for individuals responsible for integrating data into a OneStream Cloud environment. It covers how to install Smart Integration Connector (SIC), how to connect to data sources to bring the data into OneStream, and how to leverage business rules within SIC. Delivery Types: On-Demand (OD) Duration: 3 hours Availability: Customers, Partners, and Employees Course Link: Smart Integration Connector TrainingCourse Announcement: Narrative Reporting Update
Course Description: This course the covers the creation, review, and approval of narrative books by combining live OneStream data, reporting artifacts, and written commentary in a single, trusted interface. You’ll learn how to streamline narrative assembly, reduce reporting risk, and collaborate efficiently. Delivery Types: On-Demand (OD) Duration: 1 hour 30 minutes Availability: Customers, Partners, and Employees Course Link: Narrative Reporting Training
Build Faster. Configure Smarter. Deliver More with Genesis.
Genesis introduces a powerful way to build, configure, and deliver OneStream applications without heavy custom development or coding. But the real value of Genesis comes when the right people know how to use it effectively. That’s why we’re excited to introduce a full course covering the basics of using Genesis —a comprehensive learning experience designed to help you move from foundational knowledge to real-world execution. Whether you’re building dashboards, administering environments, branding interfaces, or delivering polished solutions, this course equips you with the skills to confidently deliver with Genesis. A Complete Genesis Learning Experience The Genesis course brings all of our Genesis skills together into a cohesive, end-to-end experience focused on practical application. You won’t just learn what Genesis can do—you’ll learn how to use it to deliver value faster across your organization. Through hands-on instruction and real-world scenarios, you’ll learn how to: Build and structure Genesis instances for different use cases and audiences Design intuitive navigation, dashboards, and reporting experiences Create data entry forms and reports with integrated commentary Apply branding to deliver a polished, user-friendly interface Administer and govern Genesis environments for scalability and long-term success The result: greater adoption, faster delivery, and reduced dependency on custom development. Flexible Delivery Options to Fit Your Needs The Genesis course is designed to meet you where you are, with flexible ways to learn: On-Demand – Learn at your own pace with step-by-step instruction and hands-on practice. On-demand access is included with a OneStream Passport subscription. Instructor-Led Training (ILT) – Participate in a live, guided experience with a OneStream expert, complete with demonstrations, interaction, and real-time Q&A. Prefer a more targeted approach? All Genesis content is also available as individual micro-courses, allowing you to focus on specific skills or roles without committing to the full course right away. What You Gain 1. Genesis Overview and Installation Learn how to download, install, and configure Genesis in your OneStream applications and download and upload the Genesis Content Blocks for building solutions. You will be able to: Explain Genesis’s purpose and benefits Install and configure Genesis for use Load Genesis Content Blocks Start the Module (Log in to Navigator to launch) 2. Building the Structure of a Genesis Instance Learn how to build Genesis solutions with application groups, navigation groups, pages, and content blocks, and describe their roles in the Genesis interface and functionality. You will be able to: Build Genesis structures with Application Groups, Navigation Groups, and Pages Inject Content Blocks into Genesis Pages Link Cube Views to Content Blocks Start the Module 3. Building a Form Using Genesis Learn how to create data entry forms in Genesis and explore features that can enhance these forms. You will be able to: Inject a Cube View Advanced Content Block Configure the Cube View Advanced filters and buttons View and use the Cube View Advanced content block page Start the module 4. Building a Report with Commentary Using Genesis Learn how to construct reports with commentary in Genesis and examine the necessary configurations needed for the report to work. You will be able to: Inject a Cube View Comments content block Configure Cell Member Filters for Commentary Add and view comments in the report Start the module (Log in to Navigator to launch) 5. Building a Reporting Analysis Dashboard in Genesis Learn how to assemble meaningful dashboards using Genesis content blocks to deliver insights your users need. You will be able to: Structure dashboards for clarity and usability Combine content blocks to support reporting and analysis Deliver self-service insights without custom development Start the module 6. Creating a Genesis Instance Learn how to create and prepare Genesis instances to support different workflows, audiences, or environments. You will be able to: Create new Genesis instances correctly from the start Prepare instances for reporting, planning, or operational use Support governance, testing, and scalability Start the Module 7. Administering Genesis Learn to manage Genesis confidently as an administrator, so your solutions remain clean, secure, and scalable. You will be able to: Perform core administration tasks in Genesis Manage instances, structure, and access Support long-term maintainability and growth Start the Module 8. Branding the Genesis User Interface Learn to deliver a polished, user-friendly experience by tailoring Genesis to your organization’s look and feel. You will be able to: Customize colors, buttons, and interface elements Create a consistent, branded user experience Improve adoption through intuitive design Start the Module 8. Genesis Challenge This hands-on, scenario-based experience mirrors real-world Genesis tasks and is designed to fit anywhere in your learning journey. You can jump in early to explore and learn through practice, or complete it later to apply and reinforce skills from the other Genesis micro-courses. Guidance and references to recommended learning are available on demand as you work through each task. Use your skills to: Set up and configure a Genesis instance Build navigation, dashboards, and interface elements Apply branding and perform administrative tasks This interactive experience reinforces knowledge and skills and builds real confidence. Start the Challenge Who This Genesis Course Is For This course is ideal for: OneStream Administrators who want to configure, manage, and govern Genesis with confidence Power Users building dashboards and analytical experiences without relying on developers Implementation and Solution Leads responsible for delivering scalable, polished solutions Organizations looking to accelerate time to value and standardize delivery using Genesis Whether you’re just getting started with Genesis or looking to deepen your expertise, this course helps you turn capability into impact. Get Started with OneStream Passport The on-demand Genesis course is available with OneStream Passport, our all-access subscription for premium learning. With Passport, you get: Unlimited access to OneStream on-demand training, including the full Genesis course and micro-courses Continuous content updates as the platform evolves Exclusive savings, including 25% off instructor-led training (ILT) and other offerings Passport is the fastest way to build and maintain deep OneStream expertise—while giving your team flexibility and cost savings.You’ve Built the Dashboards. Now Get Recognized.
If you’ve completed the Building Dashboards course, you’ve already done the hard part. You’ve moved beyond standard reporting. You’ve learned how to design dashboards that tell a story. You’ve built views that help stakeholders truly understand what’s happening in OneStream. Now there’s a clear next step. Get Certified. Get Recognized. You’ve already built the skills—certification is how you make them visible. The OneStream Certified Specialist (OCS) - Reports and Dashboards Exam is designed for practitioners who are already doing the work. It validates your ability to translate business questions into dashboards that drive insight and action. If you completed the instructor-led course, you’ve already covered the core concepts the exam is built around: Designing dashboards with purpose—not just visuals Structuring reports to support decision-making Applying best practices that scale across an organization Certification is your opportunity to formalize those skills and showcase them to your team, your leadership, and your organization. Exclusive Offer for Course Graduates To help you take the next step, we’re offering an exclusive certification promotion for Building Dashboards course graduates. You’ve already invested in learning—this is your opportunity to complete the journey at a reduced cost and turn your experience into a recognized credential. Request Your Certification Voucher Because this offer is tied to course completion, the process is simple: Submit a ServiceNow ticket to the Credentialing team Your course completion will be verified You’ll receive a discounted exam voucher to use when you’re ready No promo codes. No guesswork. Just a clear path from learning to certification. This offer is available for a limited time, so if certification is on your roadmap, now is the time to act. Why Certification Matters—Especially Now Dashboards are often the most visible part of a OneStream solution. Executives rely on them. Teams make decisions from them. Expectations are high. Certification signals that you don’t just know how to build dashboards—you understand why they’re built the way they are. It shows that you: Follow proven design standards Build with consistency and intent Can be trusted with high-impact reporting and analytics In many organizations, certified professionals are the ones trusted with the most visible dashboards and the most critical business insights. Certification doesn’t just validate your skills—it elevates your credibility. Ready for What’s Next? If you’ve already completed the Building Dashboards course, you’re closer to certification than you might think. This is your opportunity to take what you’ve learned, formalize it, and put a credential behind your experience. Take the next step today. Request your discounted exam voucher and turn your dashboard expertise into a recognized credential. Submit your request and get certified.Build High-Impact Dashboards in OneStream: From Data to Decision
In OneStream, dashboards are where data becomes actionable insight. Whether supporting executives, enabling administrators, or guiding end users through intuitive landing pages, effective dashboard design is a critical capability for any OneStream professional. For those working with cube data, dashboard components, or application navigation, the OneStream Essentials: Building Dashboards course is designed to help you move faster—and build with confidence. Why Building Dashboards in OneStream Matters Dashboards sit at the intersection of reporting, usability, and performance management. When designed effectively, they enable users to quickly analyze information, navigate applications, and make informed decisions. When not, they create confusion, reduce trust, and increase maintenance effort. In practice, OneStream dashboard builders are responsible for: Creating executive dashboards that highlight key financial and operational metrics Maintaining administrator dashboards that support application performance and governance Designing landing pages that guide users to the right content and workflows Troubleshooting and evolving dashboards as applications and metadata change The challenge is that dashboard development requires more than technical navigation—it demands a clear understanding of structure, data relationships, and deployment best practices. As one instructor explains: “Building dashboards in OneStream isn’t just about visuals—it’s about helping users truly understand their data and make confident decisions. When dashboards are done well, they transform complexity into clarity and empower teams to take action with purpose.” Stephen Roberts, OneStream Authorized Trainer What You’ll Learn in the Building Dashboards Course The Building Dashboards course is a hands-on learning experience built around real OneStream use cases. It is designed for professionals who need to create, enhance, or maintain dashboards within the platform. Key topics include: Interpreting the structure and data behind existing dashboards Maintaining dashboards as applications and metadata evolve Building executive dashboards directly from cube data Recreating and optimizing administrator dashboard functionality Designing intuitive landing pages for end users Troubleshooting common issues before they impact users By the end of the course, participants can confidently design dashboards that are scalable, maintainable, and aligned with business needs. Who Should Attend? This course is ideal for professionals who: Build or maintain dashboards in OneStream Support executives, finance teams, or end users with reporting Serve as OneStream administrators or power users Want a strong foundation before advancing to more complex dashboard design It is also a recommended step in the broader OneStream learning path for administrators and power users. Instructor-Led Building Dashboards: Upcoming Virtual Classes For those who prefer guided instruction, live demonstrations, and hands-on labs, instructor-led sessions provide an opportunity to build skills quickly and ask real-world questions. Building Dashboards — Virtual (Central Time) Date: May 12–13, 2026 Format: Instructor-Led, Virtual Building Dashboards — Virtual (Central European Time) Date: May 27–29, 2026 Format: Instructor-Led, Virtual Building Dashboards — Virtual (Central European Time) Date: June 9–11, 2026 Format: Instructor-Led, Virtual Each session delivers the same comprehensive curriculum in an interactive format, allowing participants to immediately apply concepts through guided exercises. Take the Next Step in Your OneStream Dashboard Skills If you are responsible for dashboard design, deployment, or maintenance, investing in the right training delivers immediate impact—better dashboards, fewer support issues, and more confident users. To register, log in through Okta, access Navigator, and enroll in an upcoming Building Dashboards instructor-led course. Start building dashboards that don’t just display data—but drive decisions.Unlocking Maximum Value from Your OneStream Investment: A Modern Training Strategy for Every Team
When organizations invest in OneStream, they’re not just adopting a platform — they’re stepping into a new way of working. But unlocking the true value of that investment requires more than features and functionality. It requires people who feel confident, skilled, and empowered to use OneStream to solve real business challenges. That’s why the most successful customers treat learning as a continuous journey, not a checkbox. They use a blend of training modalities — On‑Demand courses, virtual public instructor-led training, and private team training — to build momentum at every stage of adoption. And when you look closely, the magic isn’t in any one modality. It’s in how these learning experiences work together. A Learning Journey That Evolves as You Do Before Implementation: Planting the Foundation Long before the first workflow is built, teams benefit from grounding themselves in fundamentals. On-Demand learning becomes the perfect starting point here — a low‑pressure way for users to explore the basics, learn terminology, understand the interface, and get comfortable with the possibilities OneStream offers. This early familiarity pays huge dividends. It means kickoff meetings run smoother. It means fewer surprises later. And most importantly, it means your team enters implementation with shared language and confidence. During Implementation: Building Real Capability As implementation ramps up, the learning experience shifts from introduction to application. This is where teams often bring in live instruction — through virtual public instructor-led classes or through private training customized to the project. Live training gives users the space to ask questions, collaborate, and practice real scenarios with expert guidance. It accelerates alignment among administrators, power users, and project stakeholders. And when delivered privately, it becomes a focused workshop built around your business, your design choices, and your workflows. Blending public ILT, private ILT, and continued On‑Demand learning creates a rhythm of reinforcement — learn it, apply it, revisit it, deepen it. Go-Live: Turning Readiness into Confidence Go‑live isn’t the finish line — it’s the moment everything becomes real for your users. On‑Demand courses continue to serve as just‑in‑time refreshers for end users, while focused ILT courses help administrators sharpen the skills they’ll rely on daily. Teams often schedule private sessions around go‑live to reinforce workflows, validate processes, and help new users feel supported. This stage isn’t only about knowledge. It’s about confidence. And confidence is built through practice. Continuous Usage: Scaling Skill Across the Organization As your OneStream footprint expands, new goals emerge: onboarding new team members elevating reporting or dashboarding capabilities supporting new modules developing deeper administrator expertise preparing for upgrades or enhancements This is where Passport’s unlimited On‑Demand library becomes your engine for continuous learning. Your team can explore new topics, revisit past ones, and move at their own pace — while live ILT offerings supplement the journey when deeper, guided exploration is needed. The training plan becomes a living system: self‑paced learning for day‑to‑day growth, ILT for breakthroughs, and private sessions when your business is ready to tackle something bigger. Bringing It All Together: A Training Strategy That Works in the Real World Imagine stepping through your OneStream journey with a training program that grows with you: Your new hires start their first week with On‑Demand fundamentals so they’re not walking into the deep end. Your administrators join a virtual public ILT session to learn best practices directly from the experts and from peers in other organizations. Your project team gathers for a private 4‑day workshop that turns theory into hands‑on skill built around your actual design. Your end users return to Passport courses whenever they need a refresher — during month‑end, before auditor questions, or when exploring new reports. Your leadership trusts that your team isn’t just using OneStream — they’re mastering it. This is the story countless customers experience when they blend learning modalities intentionally. Each training type plays a role, but together they form a system that supports onboarding, accelerates adoption, and fuels long‑term success. The result? A confident, capable team. A smoother implementation. A platform that grows with your business. And a stronger return on your OneStream investment year after year. Want to Build Your Team’s Training Plan? Your Global Education Services Account Executive can help you design: A new-hire onboarding path A role-based curriculum for admins, power users, and end users A multi-year training roadmap aligned to your implementation A combined Passport + ILT + Private Training bundle tailored to your goals Reach out to your CSM to learn more.Learning Paths Are Here: Your Clear, Confident Start to OneStream
Learning a new tool is exciting… but it can also feel overwhelming. You log in for the first time, you see dozens of courses, and suddenly you’re asking yourself: “What do I need? Is this relevant? What is essential? Am I learning the right things, in the right order?” That moment — the moment between motivation and uncertainty — is exactly why we built Learning Paths in OneStream Navigator. Learning Paths give you a guided, structured journey so you always know where to begin, where you’re going, and how you’ll get there. What Is a Learning Path? A Learning Path is more than a list of courses. It’s a curated, role-based progression designed to build capability the same way real OneStream projects unfold. Each Learning Path includes: ✔ A clear description of what you’ll learn What the path covers, why it matters, and the outcomes you can expect. ✔ The intended audience and role So you know instantly whether it matches your responsibilities. ✔ Milestones that mirror real project stages Pre-implementation, design, build, testing, post go-live, and beyond. ✔ Recommended Certification Pathways Discover which certifications best match your Learning Path and career goals with targeted recommendations for every role. ✔ A curated mix of content types On-demand courses Hands-on labs Reporting & dashboard activities Security and data management modules Optional deep-dive electives Certification exam prep resources ✔ Estimated durations So you can plan your learning realistically. The result? A learning experience with clarity, direction, and real momentum. A Quick Look at the Learning Paths Now Available Here’s a high-level view of the Learning Paths you’ll find in Navigator today — each designed around the responsibilities of real OneStream roles: Power User Teaches the essential skills for supporting teams with reporting, dashboards, and data analysis. This path starts with platform fundamentals and builds gradually toward more advanced reporting and dashboard capabilities. OneStream Essentials for Administrators Prepares Administrators to manage, secure, and maintain applications from implementation through certification. OneStream Financial Close for Administrators Equips Administrators to implement and support Financial Close solutions, including Account Reconciliations and Transaction Matching. Developer Provides deep technical instruction in reporting, dashboards, data integration, calculations, and solution design. First Project Readiness for Consultants Equips partner consultants with the foundational skills needed for their initial OneStream project, focusing on essential platform concepts, application build basics, and core security setup. OneStream Consolidation for Consultants Guides consultants through implementing and integrating OneStream Financial Close solutions, emphasizing consolidation, reconciliation, transaction matching, and process automation. Architect A multi-milestone journey covering data design, integration strategy, advanced modeling, performance considerations, and best practice application architecture — all building toward certification. Two Fast Examples: Power Users & Architects Just to give a taste of how Learning Paths help different roles grow: Power Users Their Learning Path helps them: Build platform confidence Understand how to review and analyze published reports Support testing and design discussions Learn dashboards and reporting tools Everything is sequenced from basic to advanced so Power Users grow naturally into reliable team experts. Architects Their Learning Path guides them through: Strengthening core platform expertise Managing data flows and integration Making smart, scalable design decisions Preparing for OneStream certification Architects get the structured development they need to design solutions with clarity and confidence. Ready to Start Your Path? Here’s Your Call to Action. Your next step is simple — and it starts right now. 👉 Log in to OneStream Navigator 👉 Select the Learning Path that matches your role 👉 Begin your guided journey toward mastering the platform You don’t have to sort through dozens of courses. You don’t have to guess where to begin. Your path is already built — just step in. How to Access Navigator Through Okta To launch Navigator using your OneStream credentials: Log in to Okta using your organizational Single Sign-On. Once inside, look for the OneStream Navigator tile on your Okta dashboard. Click the tile — it will take you directly into Navigator without an additional login. Once inside, head to the Learning Paths section to select your journey. If you don’t see the Navigator tile in Okta, reach out to your internal IT administrator or your OneStream system admin to request access.What’s New in Global Education Services:
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 Certification
Registration for the February Tech Talks is open now!
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/Build on a Solid Foundation: A Guide to OneStream Reporting
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
