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Are you a OneStream power user with a clever shortcut, a time-saving trick, or a hidden gem of functionality that others need to know about? Now’s your chance to share your expertise with OneStream users through our QuickTips video series! Why Submit a QuickTips Video? By contributing to QuickTips, you’re not just sharing knowledge—you’re helping elevate the entire OneStream ecosystem. Here’s how your tip can make an impact: Empower Customers: Help users unlock new efficiencies and get more out of their OneStream investment. Support Partners: Provide insights that partners can use to deliver smarter solutions and better service. Build Community: Foster collaboration and learning across the OneStream network. Showcase Your Expertise: Gain recognition as a thought leader and innovator in the OneStream space. What Makes a Great QuickTips Video? Concise: Aim for 2–5 minutes of focused content. Actionable: Share something users can apply right away. Clear: Use simple language and explain

This month we're inviting you to join the M365 Early Access Program, celebrating being named Exemplary in Financial Close, Financial Consolidation, and overall Record to Report in the 2025 ISG Record to Report Buyers Guide, sharing how EP Group unified reporting across 100+ companies, and so much more! View Newsletter The October 2025 OneStream customer newsletter includes: Product Updates - Early Access Program, documentation updates 2025 ISG Record to Report Buyers Guide - OneStream named Exemplary Education - New and updated courses, Community improvements Customer Story - EP Group unifies reporting across 100+ companies Solution Exchange Spotlight - QuickLaunch Analytics OneStream Solution Spotlight - Journal Entry Manager Upcoming Events, Webinars and User Group Meetings Guide - 2025 Finance Leader's Guide to Close

We’re thrilled to share a major milestone—The OneStream Podcast has officially surpassed 30,000 downloads! This achievement is a testament to the incredible support from our global OneStream community. Whether you're a longtime listener or just discovering the show, we couldn’t have done it without you! Each episode focuses on expert insights and innovations from across the OneStream ecosystem. From product deep dives to customer success stories, the podcast continues to be a go-to resource for finance and tech professionals looking to stay ahead. Haven’t tuned in yet? Now’s the perfect time to explore the full library of episodes and see what the buzz is all about: https://www.onestream.com/podcast/ Thank you again to all the OneStreamers who made this possible. Here’s to the next 30K!

Are you ready to schedule your OneStream certification exam, but need a little more preparation? The OneStream Certification Program is pleased to announce our first Certification Prep Webinar for the OneStream Certified Specialist (OCS) - Reports and Dashboards exam!  Join us on Tuesday, September 30, 2025, at 10:00am ET as we will have experts from OneStream facilitate a 60-minute session on these exam topics: Workspaces Dashboard Parameters Dashboard Components ...and more! Our experts presenting will be: Kurt Mayer, Senior Solutions Architect, Perficient Matt Grundey, Principal Software Instructor, OneStream Nicki Baretta, Manager, Remote Consulting, OneStream Register today to reserve your space!  

Join us on Thursday, October 30 at 10 AM ET / 4 PM CET to discover how to make the financial close process faster, smarter, and more strategic by unifying, automating, and de-risking every step—from transaction creation to financial reporting—so you can OWN the close like never before.   In this webinar, we'll demonstrate how: Transaction matching automates high-volume matching across multiple sources with proven volumes & performance – surfacing exceptions early and accelerating reconciliations, certifications, and consolidations. Anomaly detection leverages machine learning for AI-powered reconciliations to surface exceptions and spot anomalies ensuring completeness and accuracy before consolidation. Journal Entry Manager (JEM) empowers finance teams with full lifecycle control, role-specific workflows, and built-in audit trails— centralizing consolidation and operational journal postings across ERPs and business units enabling faster, more accurate period-end closes. Can'

On the new episode of The OneStream Podcast Peter Fugere is joined by Teresa Kress, author of the new OneStream Press offering, OneStream Security Essentials. The two discuss what users can find in this new mini-book, the importance of having a good plan for security during implementation and best practices for OneStream security settings.

On this episode of Tech Talks, Terry Ledet joins Tom Linton and Matt Kerslake to demonstrate the process and steps involved with migrating legacy Finance Business Rules into Assemblies while answering common questions along the way! This replay is available here until 10/17/25 so be sure to watch now. You can also watch this replay at anytime on Navigator as part of your Passport subscription. Tech Talks: Migrating Finance Business Rules to Assemblies  

Do you know how to transform your theoretical knowledge into practical skills? The Implementation Foundations Exam is your gateway to proving your technical proficiency for your first project. Dive into these essential learning resources to ensure you're fully prepared: Course: Getting Start with OneStream Course: Implementing OneStream Course: Building Reports Course: Configuring Core Application Security Webinar Series: Exam Prep for Implementation Foundations on OneStream Navigator Passport Unlock your potential and become OneStream Certified! Visit the Certification website today to learn more about the OCA – Implementation Foundations exam and other certification opportunities.

On this edition of Tech Talks, Doug Kinchley and Jacqui Slone return to take a further look at OneStream Genesis, including using embedded blocks and layouts. Register now and save our seat! https://www.onestream.com/events/tech-talks-designing-with-onestream-genesis/

It’s here! OneStream Security Essentialsis now available. Take your security expertise to the next level with our first-ever mini book. Protecting your OneStream investment and data – while making your end-user experience optimal – is fundamental to getting the most out of OneStream.  This OneStream mini-book offers practical guidance, analogies, and in-depth information to help you design, test, and maintain a robust security model. Whether your company is small, large, public, or private, this book delivers the background and tools to meet your company’s unique security and data requirements. Whether you are a consultant guiding implementations, a developer building solutions, or an administrator managing day-to-day operations, you’ll gain a deep understanding of: What’s possible with OneStream security How to define a Security Model tailored to your company’s needs Extending security with Custom Use Cases (aka Slice Security and more) Reporting off your Security Framework and

The OneStream User Group program is built by customers, for customers — with full support from the OneStream team. These local gatherings offer a unique opportunity to connect with peers, share insights, and gain valuable knowledge from fellow users and product experts.  There are several groups meeting in the coming weeks. Join us in one of the following cities for an energizing session of networking, roundtable discussions, and expert-led conversations:  📍 Upcoming User Group Meetings  Oct. 22 – Cleveland  Oct. 23 – Minneapolis  Oct. 28 – Philadelphia  Oct. 23 – Melbourne Oct. 28 – Sydney Nov. 4 - Singapore  Whether you're a seasoned user or just getting started, these events are a great way to build community, exchange ideas, and stay ahead with OneStream. To learn more about how to get involved in your local user group email usergroups@onestream.com.  New User Groups As promised, new user groups have also been added under the Groups tab i

Hello OneStream Community! We have some updates to share as we continue to improve the IdeaStream portal: IdeaStream Cleanup As indicated in a previous post, we have completed our first wave of Idea cleanup on the IdeaStream Community page! In this wave, aged ideas posted before 2025 with fewer than 5 votes have been removed from the Community. This periodic review and subsequent rationalization will ensure our full idea set remains current and prioritizes engagement with your ideas. We will continue to keep you updated on periodic evaluation and closure of Ideas on IdeaStream. IdeaStream Groups Additionally, we’ve added two new groups to represent our ongoing innovation at OneStream! You will now see Genesis and Connectors as additional groups through which you can share relevant ideas and suggestions. Please select Genesis as a group with relevant tags to share your ideas, suggestions, or enhancement requests related to objects and additional functionality in Genesis. Similarly,

We’ve launched QuickTips—your go-to resource for mastering specific tasks in the OneStream platform. Each short video walks you through a target action step-by-step, making learning quick and easy. 👉 Find them under the Resources tab in the top navigation. More exciting updates are on the way! Keep an eye on our Community blog so you never miss what’s next. Are you ready for crisp weather and trick-or-treat fun? As we enter the season of gratitude, we want to say a big THANK YOU to all our Community participants. Your engagement is what makes this space thrive—and it’s growing stronger every month! We saw a major surge in activity across every category in the Community. Here's what we saw in September 2025:  The Community had 33,856 visits in September 2025 and 9,34 page views We had 97 new discussions begin and 15 new blogs Reporting was our most active forum, with 29 new discussions Top Engaged Threads: Most Replies: Process Cube automation   

We all know it can be a challenge to fit training into your busy daily routine. Between back-to-back meetings, chat messages from co-workers, and the long list of tasks that are due by the end of the week. For some learners, this is where on-demand training proves particularly helpful. You can fit it into your schedule when you have free time. But what do you do if you never get that coveted free time? This is where instructor-led training takes center stage. Block off your calendar (with permission from your boss, of course), mute the chats, and focus on LIVE learning. Attending a live training course with expert instructors allows you to devote your undivided attention to taking that next step in your OneStream journey. OneStream instructor-led training provides you with the ability to ask clarifying questions and get immediate answers and feedback. It allows you to gain exposure to how other users in the same (or differing) industries use OneStream. For example, you might participat

Coming October 14, OneStream Press is proud to announce the debut of our first ever mini book: OneStream Security Essentials. This OneStream mini-book offers practical guidance, analogies, and in-depth information to help you design, test, and maintain a robust security model. Whether your company is small, large, public, or private, this book delivers the background and tools to meet your company’s unique security and data requirements. Protecting your OneStream investment and data – while making your end-user experience optimal – is fundamental to getting the most out of OneStream.  Pre-Order Today OneStream Security Essentials, written by Teresa Kress 📅 Launching October 14 📚 Explore our full lineup: onestreampress.com

OneStream is committed to continually developing and enhancing our SaaS offering and software, providing customers with innovative solutions to meet ever-growing requirements. As new versions are introduced, OneStream actively plans to retire older versions. To support this, OneStream has implemented a Product Support and Maintenance Policy  which is available at: https://www.onestream.com/saas-terms-and-conditions. As per the Product Support and Maintenance Policy and the terms, General Support ends 30 months after release. In 2025, this policy will be further implemented by giving customers the option to upgrade to the latest version or transitioning customers on unsupported versions to a limited support model. In this model, only upgrades and Contact changes are permitted. When a customer upgrades to a supported version, General Support will continue to be provided as per the Product Support and Maintenance policy. Support During Upgrades Customers with an active Upgr

Does your OneStream Administrator know how to modify security settings and application properties? Expertise in managing security settings and application properties is crucial. Validate these skills and proficiencies with the Administration R2 certification exam! Prepare with these key learning resources: Course: OneStream Administration Course: Getting Started with OneStream Course: Configuring Core Application Security Webinar Series: Administration R2 Exam Prep on OneStream Navigator Empower your Administrators with the knowledge required to maximize your OneStream implementation! Work with them to support them in their certification journey! Visit the Certification website today to learn more about the OCA – Administration exam and other certification opportunities. 

With the OneStream Solution, you never have to compromise features for time. On this episode of The OneStream Podcast, Stephen Crea from OneStream partner Clearsulting joins Peter Fugere to discuss how Clearsulting were able to achieve a client’s tight implementation deadline while meeting all of their industry specific needs thanks to the power of the OneStream platform.

Exciting news! The OneStream Community is now the home of QuickTips. Previously, QuickTips were only available for our Navigator Passport Subscribers, but they are now available for all our OneStream Community members to view freely.   Located inside the Resources navigation menu, QuickTips are short videos that are designed to help users understand a specific, technical topic. For example, there are QuickTips videos explaining how to write a forms event handler rule, export data between cubes, create a custom time dimension, several BI Viewer topics, and more.   With this launch on the OneStream Community, we have released three QuickTips videos, and plan to continuously roll out all the remaining assets in the QuickTips library through the rest of the year and into early 2026. New QuickTips will also be released directly onto the OneStream Community going forward.   The complete QuickTips library may continue to be found on OneStream Navigator for Naviga

OneStream Press is proud to unveil our first-ever mini book — OneStream Security Essentials. Launching October 14, this new publication is a compact yet content-rich addition to our technical lineup. A must have for Finance Professionals who crave depth without the bulk, this new release delivers expert insights in a smaller, more portable format. This marks the 8th publication in our growing catalog, continuing our goal to provide high-quality, practical and technically accurate resources. 📅 Launching October 14📚 Explore our full lineup: onestreampress.com Stay tuned for more information, author podcasts and more! 

This month we're announcing updates to the Financial Close and ESG solutions, helping you save on Instructor-Led Training courses and certification exams, sharing how Parkdale Mills eliminated manual reporting across seven spreadsheet consolidations, and so much more! View Newsletter The September 2025 OneStream customer newsletter includes: Product Updates - OneStream Financial Close and ESG Connect North America - Events in Minneapolis, NYC, and Atlanta Education - New and updated courses, training special offer and more Customer Story - Parkdale Mills streamlines reporting and close cycle Solution Exchange Spotlight - Workforce planning with CompAnalytics OneStream Solution Spotlight - SensibleAI™ Studio Upcoming Events, Webinars and User Group Meetings Report - Women in Finance    

On the live September edition of Tech Talks, Terry Ledet joins Tom Linton and Matt Kerslake to demonstrate the process and steps involved with migrating legacy Finance business rules into Assemblies while answering common questions along the way! Register now! Tech Talks: Migrating Finance Business Rules to Assemblies

Do you excel at creating insightful reports and dynamic dashboards? Are you fluent using Report Designer in a dashboard? Validate your skills with the OneStream Certified Specialist (OCS) – Reports and Dashboards Exam. Equip yourself with these key resources: Course: Getting Started with OneStream Course: Building Reports OneStream Design and Reference Guide OneStream Press Book: Advanced Reporting and Dashboards Webinar Series: Reports and Dashboards Exam Prep on OneStream Navigator Prove your technical competency and become a certified specialist in Reports and Dashboards! Visit the Certification website today to learn more about the OCS – Reports and Dashboards exam and other certification opportunities.

If you're planning—or even just considering—a move to OneStream Platform v8+, there's one destination you can't afford to miss: the Platform v8+ Upgrades Guide. Whether you're a seasoned admin or a business user navigating the upgrade path, this group is your go-to resource for everything v8+. Why It Matters Platform v8+ introduces transformative enhancements—from the modern BrowserUX experience to tighter integration with OneStream IdentityServer (OIS) for seamless authentication  But with great power comes great preparation. The upgrade touches everything from DLL handling and business rule compatibility to solution updates and client API configurations  What You’ll Find FAQs and Guidance: Clear answers to common upgrade questions, including DLL behavior and ERP Connect compatibility. Solution Compatibility: Detailed documentation on which solutions require updates and how to approach them  Community Wisdom: Real-world questions, answers, and tips from peers who’

Hello OneStream Community Members! As we look ahead to the future of the OneStream Community in 2026 and beyond, we’d love to hear your thoughts. What changes would you like to see in the Community? What aspects do you already enjoy? Would you recommend the Community to your OneStream colleagues? Please take a few minutes to complete the survey below. Your feedback is incredibly valuable, and we truly appreciate your time and insights.