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Luke2026
Newcomer
June 11, 2026
Question

Scheduled Monthly Reports

  • June 11, 2026
  • 1 reply
  • 0 views

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? 

1 reply

P
PaulaM_Nova
Newcomer
June 12, 2026

Hi Luke! You'll want to look at creating Report Books (combinations of Cube Views, exported to Excel or PDF, can loop over parameters), and then combining that with OneStream's Parcel Service solution.  Parcel Service allows Report Books to be emailed to users, and once the package is set up, emailing can be automated via Task Scheduler with a Data Management Sequence.

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