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March 11, 2025

Schedule Financial reports to run overnight.

  • March 11, 2025
  • 3 replies
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How can I schedule reports to run overnight during the close so we have a snapshot of financials at specific times?  There are no reports in the Data Management Groups for the Task Scheduler to pick up.

3 replies

March 13, 2025

What do you mean there are no reports in the Data Management Groups? Have you defined a Data Management sequence with the steps to export the reports or data you would like to keep as snapshots?

April 16, 2025

I would like to schedule reports to run overnight during the month end close so we have a snapshot of financials at specific times.  The IS report and BS report.  There are no Data Management sequences with the steps to export the reports.  So would I need to set that up?  Not sure how.  Maybe look at another sequence to see how it's built?

April 16, 2025

I would like to schedule reports to run overnight during the month end close so we have a snapshot of financials at specific times.  The IS report and BS report.  There are no Data Management sequences with the steps to export the reports.  So would I need to set that up?  Not sure how.  Maybe look at another sequence to see how it's built?

April 22, 2025

For this requirement take a look at the OneStream Parcel Service solution available on Solution Exchange which can be used in conjunction with Data Management to schedule report snapshots