Reporting and Analysis

Deliver the right information, in the right format, at the right time with a single platform for financial, statutory and management reporting and analysis.

OneStream™ XF Allows Finance and Operating Staff to Rapidly Generate High-quality Results and Analysis

Provide a single lens view into financial and operational results, with multiple reporting and analysis software capabilities in a single platform.

Speed Delivery

Reduce the time and cost to deliver timely and accurate information and new analysis as your business changes.


Simplify Maintenance

Enable self-service for end-users with guided reporting, Microsoft Excel and Office integration, and easy-to-create dashboards and visualizations.

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Increase Adoption

Empower finance and line of business users with timely, accurate and secure access to finance and operating results through governed analytics. 

Key Features

Guided Reporting

Guided Reporting allows you to mix and match row and column templates for infinite reporting combinations allowing any user that understands the business to create powerful analytics.

  • Choose from a pre-built library of pre-formatted row or column sets
  • Drill down on any dimension via graphs, charts, reports and grids
  • Instantly export Guided Reports to Excel, PDF or any other standard format

Excel Integration

Excel add-in and embedded spreadsheet deliver the ultimate ad-hoc analysis and reporting solution. Answer any question in seconds with powerful ad-hoc drag, drop and pivot Excel analytics.

  • Financial Models in Excel retain calculations and styling even when refreshed
  • Include multiple XF Cube Views, Quick Views and Retrieves in the same Excel sheet
  • Shared user experience between web and Excel for dynamic POV and drill down

Production Reporting

OneStream delivers a powerful production report writer for your most detailed and pixel-perfect reports.

  • Powerful production and formatted report writer that is easily used by business users
  • Unified reports with data quality, actuals, budget and plan all available in a single report
  • Approximately 50 pre-built web reports include drill down, audit, process log, security analysis, certification status and process controls

Microsoft Office Blend

Office Blend delivers a unique Microsoft Word®, PowerPoint® and Excel® reporting solution by combining Office content with OneStream XF content for a rich reporting experience.

  • Blend OneStream XF reports, charts and data with Microsoft Office content to deliver visually stunning report books
  • Parameterize documents, reports, charts and books to immediately refresh data for the required analysis without re-work
  • Produce and distribute reports and report books with the Postal Service solution available in the XF MarketPlace

Interactive Dashboards

Self-Service, Interactive Dashboards offer executives, managers and business users the ability to change variables and bring data to life for the insight needed to make quicker and better decisions.

  • Bring key financial and operational metrics together by combining tables, charts, graphs and other vizualizations
  • Quickly understand business trends and drill-down into the underlying causes, all the way back to transactional details if needed
  • Turn insights into action with integrated data entry forms and the ability to see real-time results of changes to models, plans and forecasts

Analytic Blend

OneStream provides a unique ability to "blend" validated financial data, highly dimensional operational data and detailed transactional data in one platform for comprehensive, controlled, and consumable analysis and visualization.

  • Easily combine financial, operational and transactional data in a single dashboard for comprehensive visualization and analysis
  • Finance maintains one "governed" source of truth for data extending access to line of business managers and executives with confidence
  • Eliminate data latency and unnecessary replication of financial data for analysis. Retain all the security, intelligence, workflow, governance, and audit trails that are built in to OneStream XF
View Solution Brief
My favorite thing about OneStream is how easy it is, from a reporting standpoint, to dive through the data. I can navigate across different legal entities, I can navigate through different financials all through Guided Reporting. The reporting is fantastic. Robert Thompson | Global Controller, Victaulic

Victaulic Streamlines Reporting, Improves Data Quality with OneStream

Learn how Victaulic replaced Hyperion Enterprise and spreadsheets with OneStream XF for financial consolidation, management reporting, financial reporting and cash flow. Find out how they shortened the close process, improved data quality, and delivered improved reporting and analysis capabilities. Read the Case Study

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Hundreds of organizations have made the leap from spreadsheets and legacy CPM applications to OneStream and never looked back. Join the revolution!