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

Forum|Forum|3 years ago
September 15, 2022
3 replies
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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 finance tool. Earlier in HFM, we used spreadsheet compare.

Please suggest.

Reports

Best answer by db_pdx

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 https://onestreamsoftware.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.

D

db_pdx

Contributor

Hi Subha: the 'Application Reports' dashboard has both Business Rule Audit and Metadata Change Audit reports. Check if these meet your requirements.

Cheers -DB

EDIT: its on the XF Marketplace, 'Standard Application Reports'

S

SubhaAuthor

Newcomer

Thanks for your reply DB! It is a new tool or software we need to download and configure?

Also I got no results when I typed 'Standard Application Reports' in XF Marketplace

D

db_pdxAnswer

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 https://onestreamsoftware.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.