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Luke2026
Member
Jun 11, 2026 7:40 PM UTC
Solved

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? 

mkerslakeAnswer
OneStream Employee
Jul 8, 2026 9:53 AM UTC

Hi ​@Luke2026 - we have a full eLearning on Navigator which explains how to install, configure and use Parcel Service. It also covers off how to set up automation using Task Scheduler, as Paula mentions. Access Navigator and search for “Parcel”. You want Parcel Service (OPS) and not the Overview course.

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2 replies

PaulaM_Nova
Member
Jun 12, 2026 3:48 PM UTC

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.

    OneStream Employee
    mkerslakeOneStream EmployeeAnswer
    OneStream Employee
    Jul 8, 2026 9:53 AM UTC

    Hi ​@Luke2026 - we have a full eLearning on Navigator which explains how to install, configure and use Parcel Service. It also covers off how to set up automation using Task Scheduler, as Paula mentions. Access Navigator and search for “Parcel”. You want Parcel Service (OPS) and not the Overview course.

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