OneStream Essential Series: Building Basic Reports - 3 days

OS KT Global Authorized Training Partner FC MIDDLE


Instructor-led - 3 days (24 CPE credits).
CPE Credits available for attending this course are Finance (16) and Information Techology (8).


Users of OneStream responsible for designing and working with reports.

Course Summary

This three-day, Building Basic Reports course provides a live, hands-on overview of the basic concepts of creating and working with reports. This includes: use cases for reporting in OneStream, connecting reports to application design, building a simple Cube, and using the Member Filter Builder. In addition, this course covers: Cube View performance, formatting, calculations,parameters, parameter types, Report Books, and Quick Views.

How Can I Take this Course? 

You can search for scheduled course dates for your time zone or request a private class for your team:

Learning Objectives

By the end of this course learners will be able to:

  • List the use cases for reporting and report tools
  • Explain how metadata and reporting is connected
  • Build a simple Cube View
  • Identify how the Member Filter Builder affects reporting
  • Use simple calculations and parameters in reporting
  • Create financial statements through report books
  • Use Spreadsheet/Excel add-In to create reports

Prior to Attending Training

Prior to taking this course, you should have completed the OneStream Essentials: Getting Started with OneStream course, or possess equivalent knowledge.

OneStream Student Cancellation

Please refer to the cancellation schedule listed below. If you cannot attend a training class, you are permitted to send another employee from your company at no additional charge or choose to have a credit made to your account to use toward a future class.

OneStream Cancellation Schedule

  • 14 or More Days
    No charge; full refund
  • 13 to 7 Days
    50% of fee charged
  • Under 7 Days
    Full fees charged; no refund

Class Size

Public classes require a minimum of four students registered within seven days of the class start or they may be cancelled at OneStream’s discretion. Once the registered class size reaches its limit (differs by location), it will be closed to additional students.

Next Scheduled Courses

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Course title: OneStream Essentials Series: Building Basic Reports

Duration: 3 days

Audience: All users of OneStream responsible for designing or working with reports.

Pre-requisites: None

Delivery method: Group Live and Group Internet-Based

Advanced preparation: None

Recommended CPE credits: 24 credits - Finance (16) and Information Technology (8)

Programme level: Beginner

Keyteach is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. Registration ID No 115820. State boards of accountancy have the final authority on the acceptance of individual courses for CPE credit. Any complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website:


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