Financial reporting should clarify, not complicate. Discover how OneStream’s Narrative Reporting transforms static spreadsheets into live, collaborative insights.
Every number in a financial report tells a story. But when you’re stuck in static spreadsheets and disconnected documents, that story gets lost in the process. OneStream’s Narrative Reporting transforms reporting into a seamless, dynamic experience—bringing financial data and insights together in real time.
Key Features of OneStream’s Narrative Reporting
1. Live Data Integration
The report automatically updates when financial data changes. This way, the narrative is always in sync with real-time data.
2.Collaboration & Version Control
The solution allows users to work together directly on the same document by breaking it down into multiple sections. Users can check-in/check-out documents, add comments, submit and approve reports in a controlled environment— reducing errors and ensuring accountability.
3.Role-Based Access
Administrator scan define user roles (Preparer, Approver, Viewer) to control who can edit, review, and approve books as well as sections, ensuring a structured work flow with the built-in access control. Furthermore, the “Protect Document” functionality allows for the protection of the Cube View / Dynamic elements and permits users to edit only specific sections of the document.
4.Dynamic Text, Reports, Charts & Visualizations
Using substitution variables, the reports can dynamically update with the selected time period, entity, or scenario, making reports adaptable without repetitiveedits. The marketplace solution supports embedding dynamic charts, cube views and dashboards using minimal code.
Example:
Period: {DOCVARIABLE "WFTimeDesc" \* MERGEFORMAT} Entity:{DOCVARIABLE "PovEntity" \* MERGEFORMAT}
{DOCVARIABLE"{XF}Application\CubeViewReport\cv_DashboardCard_1"}
Practical Use Cases
1. Board& Executive Reports
When preparing reports for executives, every number needs context. Narrative Reporting eliminates outdated figures and disconnected spreadsheets by keeping reports linked to real-time data.
2. Budget& Forecast Reports
Spot trends, explain variances, and give your numbers meaning. With real-time financial data and built-in commentary, OneStream’s Narrative Reporting turns raw figures into actionable insights—helping businesses make smarter budgeting decisions.
3.Compliance & Regulatory Filings
Compliance reporting demands accuracy, accountability, and transparency. With built-in approvals, role-based access, and audit trails, OneStream helps organizations maintain governance while reducing manual effort.
4.Performance Reviews & Management Reports
Turn data into decisions. Narrative Reporting brings financial insights and business performance together, helping teams stay informed and proactive—without the reporting headaches.
Wrap Up
Financial reporting should clarify, not complicate. With OneStream’s Narrative Reporting, organizations can create insightful, dynamic reports that drive better decisions—without the reporting headaches. Ready to rethink your financial reporting?"
