Release PV610 SV100

The theme of this release is one or more of the following common release themes: Large enhancement or given functionality delivered for this release; usability enhancements, and/or defect resolution.

Release Date

December 2, 2020

Deployment

This solution supports overinstall to all prior Standard Application Reports releases. Standard Application Reports PV430 SV103 and prior versions will not be overwritten nor removed. Customizations to the Standard Application Reports remain unchanged and available.

See the Standard Application Reports Setup Instructions for deployment details and how to manually remove previous releases of the Standard Application Reports (RPTA) solution.

New Features and Enhancements

  • Added the Dashboard Maintenance Audit report group and the following Dashboard Maintenance Audit reports. (7595)

    • Dashboard Maintenance – Added: Shows the dashboard group and/or dashboard properties added within a specified date range and the user who added them.

    • Dashboard Maintenance – Updated: Shows the dashboard group and/or dashboard properties updated within a specified date range and the user who updated them.

    • Dashboard Maintenance – Deleted: Shows the dashboard group and/or dashboard properties deleted within a specified date range and the user who deleted them.

  • Added Workflow Profile Audit report group and the following Workflow Profile Audit reports. (9274, 22696, 22697)

    • Workflow Profile Audit – Added: Shows the workflow profile group and/or workflow profile properties added within a specified date range and the user who added them.

    • Workflow Profile Audit – Updated: Shows the workflow profile group and/or workflow profile properties updated within a specified date range and the user who updated them.

    • Workflow Profile Audit – Deleted: Shows the workflow profile group and/or workflow profile properties deleted within a specified date range and the user who updated them.

  • Added Workflow Channel Audit report group and the following Workflow Channel Audit reports. (22800, 22802, 18606)

    • Workflow Channel Audit – Added: Shows the workflow channel group and/or workflow channel properties added within a specified date range and the user who added them. (18606)

    • Workflow Channel Audit – Updated: Shows the workflow channel group and/or workflow channel properties updated within a specified date range and the user who updated them. (22802)

    • Workflow Channel Audit – Deleted: Shows the workflow channel group and/or workflow channel properties deleted within a specified date range and the user who deleted them. (22800)

Changed

  • The User Logon Activity report group reports (User Logon Activity, User Task Activity, User Error Activity) can now report on all user activity, as well as the activity of individual users. (22712)

  • The FXRates Audit Report Group reports now use the FX Lock Rate BRApi introduced in OneStream 6.1 and later. A new GetFXRateType function is the extension of the locking rate feature that supports customized Lock Status for both system generated and custom FX Rate Types. (20196)

  • The Transformation Rule Listing report (Map Transformation Listing report group) now includes the Rule Description column, which displays the description from the Transformation Rules settings. (21783)

Fixed

  • For reports in the Journal report group (Journal Detail and Journal Checklist), the journal name now correctly displays on the report even if the journal was created without using a template, such as a standard journal or a journal imported from an .xlsx or .csv file. (19118)

  • The Member Changes Detail Audit and Metadata Changes During Task Execution reports (Metadata Change Audit report group) no longer display duplicate rows for added and updated metadata change types. (19904)

  • Duplicate and missing rows no longer display on any reports in the Cube View Audit report group. Cube view report entries now display correctly, and the total count also matches the number of report entries: (20174)

  • The User Data Entry Detail report no longer returns only the last data entry. (20585)

  • Previously, an error would occur with reports in the following report groups when they were run with a culture code that has dd/mm/yyyy as its default. Reports in these report groups had to be run with the culture code set to English (United States) to run correctly.

    • Cube View Audit group

    • Map Change For User group

    • Metadata Change Audit Group

    • Metadata Entity Property Change Audit group

      Reports in these report groups now run correctly using the date format mm/dd/yyyy with the culture code. In addition, tooltips for Start Date and End Date fields no longer include specific date format. (21621)

  • Previously a "blank" value in the Name field of the AuditFxRateType table caused a subquery error. The error occurred when FX Rates Audit was selected in the Report Groups pane to open the FX Rates Audit report group. This error no longer occurs, and FX Rates reports now correctly include blank records from the AuditFxRateType table. (21799)

  • All Import Detail (Source ID) Report Group reports now correctly display all data based on the selected workflow profile. (23129)

  • An error no longer occurs in the Application Reports solution when running a report for an application using a custom time profile  when the workflow POV is changed. (23203)

  • Data lock no longer occurs when running any of the reports in the Data Validation Report Group (23432, 23442)

Known Issues

None.

Contacting Support

OneStream Support can be contacted at any time by registering at http://support.onestreamsoftware.com and then emailing support@onestreamsoftware.com.

Release PV440 SV101

The theme of this release is updating RPTA to the latest OneStream MarketPlace Solution Standards using a single Dashboard Maintenance Unit as well as adding in new Standard Reports.

Release Date

03/27/20

Deployment

This solution supports over install to all prior releases. Standard Application Reports (RPTA) PV440 SV100 and prior versions will not be overwritten nor removed. Customizations to the Standard Application Reports will remain unchanged and available. See the Instructions document for deployment details and how to manually remove previous releases of the Standard Application Reports (RPTA) solution.

New Features and Enhancements

  • Added new Confirmation Rules Audit Group with reports for Confirmation rules that have been added, updated or deleted.  (7047)

  • Added new Business Rules Audit Group with new reports for Business rules that have been added, updated or deleted. (7046)

  • Added new Data Validation Audit Group supporting new reports for Intersection Errors, Unmapped by Dimension, All Stage Source and Target Data and All Unmapped Dimensions reporting. (14109)

  • New icons for Standard Reports have been implemented. (16594)

  • Added FX Rates Audit Group with FX Rate Lock / Unlock Audit Report. These reports are only available on OneStream version 6.x. (18109)

  • Added FX Rate Current Status Report.  These reports are only available on OneStream version 6.x (18160)

  • A new report group named Data Validation has been added with the following reports associated:  Intersection errors, Unmapped by Dimension, All Stage Source and Target Data and All Unmapped Dimensions. (14109)

Changed

  • Parameter filters on all Standard Reports no longer appear until a report is selected. (17777)

  • Expanded the filter options and added Update, Added and Deleted sections within the Map Change Report and Map Change User Report. (7045)

  • Changed the way users navigate all reports for ease of use. (18107)

  • Cube View Audit report and Map Change reports now show parameters that were chosen at the top of the reports. (7042)

  • Import Detail (Account Mapping) report now shows the OneStream Account Target. (14368)

  • Updated Reports Overview page with new reports and their descriptions. (18425)

 

Fixed

  • When entering specific reports, there is no longer a red error message displaying on the face of the report. (17908)

  • The Transformation Rule Changes Audit report is no longer displaying duplicate line items that are associated with multiple profiles. (17398)

  • The error message when choosing a report when the workflow has not been chosen yet, has been updated to display “Workflow POV must be set to access reports.” (11428)

  • The Application Analysis > Stage Data Partition Statistics report now displays the specified year chosen and not all years. (12269)

  • Culture codes have been updated to reflect different date formats.  (15529)

  • Import Detail reports now show default currency chosen instead of “Unknown”. (14393)

  • Error messages are no longer appearing upon entry of specific reports such as Intercompany reports. (17908)

  • The Map Change for User report Audit Time has been fixed to reflect all changes made including the same day as the end date.  (14843)

  • The duplicate entries on the Cube View Group reports has been fixed. (16760)

  • The Import Detail (Source to Target) report has been fixed to display all data associated with report. (14339)

  • Duplicate entries showing on the Metadata Changes Detail report has been fixed.  (16319)

  • The Metadata Changes During Task Execution report has been fixed to allow end dates further than 10/24/2018.  (16817)

  • The Member Formula Change Audit report has been fixed to show all formula changes made. (14075)

 

Release PV440 SV100

The theme of this release is updating RPTA to the latest OneStream MarketPlace Solution Standards using a single Dashboard Maintenance Unit and matching the Security Audit Reports Dashboard User Interface.

Release Date

06/14/2019

Deployment

This solution supports overinstall to all prior releases. Standard Application Reports (RPTA) PV430 SV103 and prior versions will not be overwritten nor removed.  Customizations to the Standard Application Reports will remain unchanged and available.  See the Instructions document for deployment details and how to manually remove previous releases of the Standard Application Reports (RPTA) solution.

New Features and Enhancements

  • Added the ability to uninstall the solution’s User Interface or the entire solution.

  • Added new Trial Balance Source to Target report.  Users select Workflow, Time & Scenario to generate report for all Assets, Liabilities, Income & Expense Accounts. (2927)

  • Added new Map Transformation Listing report group and Transformation Rule Listing report.  This report lists all Transformation Rules, grouped by Rule Type. (2932)

  • Added two new Metadata Audit Reports to monitor changes in Metadata Member reporting relationships. Entity Relationship Property Audit was added to the Metadata Entity Property Change Audit report group and Relationship Changes Detail Audit was added to the Metadata Change Audit report group. (3592)

  • Added version numbers to all reports based on the RPTA version number, displayed in the footer, and added filters to all report headers. (7043, 7044)

  • Added CV Group Filter for all reports within the Cube View Audit report group. (7043)

  • Added filtering by dimension and added a Change Type filter (e.g. All, Add, Update, and Delete) to all reports within the Metadata Change Audit report group. (7044)

  • Added two new reports to show binary data, Data Statistics (Binary) and Data Unit Statistics (Binary) within the Application Analysis report group. (8491, 8617)

  • Added the ability to see deleted users in the Data Entry Audit report to improve audit trail. (9867)

Changed

  • Updated the Formula List Report within the Application Analysis report group to include the formula’s scenario and time. (4214)

  • Replaced the Number of Days to Audit dropdown with Start and End Date text entry fields for all reports within the Cube View Audit report group.  The Start and End Dates now also appear in each report’s header. (7043)

  • Changed default security to Administrator for the User Data Entry Detail report group and associated reports. (9505)

  • Updated the Journals Check List report within the Journal report group for instances where no journals exist in the workflow so that Scenario, Time, and Workflow name still appear. (10096)

  • Updated the Intercompany Matching Detail report within the Intercompany report group for instances when plug accounts have no data so the parameters appear in the header. (10626)

 

Fixed

  • An error appeared on the Task Activity Sample report within the Application Analysis report group when a task failed or was cancelled by the system. (8823)

  • Transformation Rule name changes were not being reflected in the Transformation Rule Changes for Audit User report. (9493)

  • An error occurred when trying to run the RPTA PV430 SV103 User Task Activity report on OneStream version 5.0.0 or higher. (10782)

  • Import Detail reports now displays the default currency type instead of “unknown” (14393)

  • Corrected spelling error from Workflow to Workflow on Intercompany Matching Detail Report. (15625)

  • Fixed the end date to reflect data from the actual end date parameter chosen. (16678)

Release PV430 SV103

The theme of this release is OneStream 5.0.0 compatibility.

Release Date

02/19/2019

Deployment

This solution supports overinstall. Note that any prior customizations to the standard reports will be overwritten.  See the Instructions documents for deployment details.

New Features and Enhancements

None.

Changed

  • Updated documentation with latest screen shots and descriptions for each Report Dashboard Group including the Cube View Audit Dashboard Group. (9506) (9653)

  • Updated TaskActivitySampleForYear Data Adapter in the XFS Application Review Dashboard Maintenance Unit to be compatible with OneStream 5.0.0. (10311)

Fixed

None.

Release PV430 SV102

This release includes the latest Standard Application Reports and a merger of selected RPTMA Reports for Metadata Audits.

Release Date

10/26/2018

Deployment

This solution supports overinstall.  Note that any prior customizations to the standard reports will be overwritten.  See the Instructions documents for deployment details.

New Features and Enhancements

Implemented new Business Rule logic to allow the Metadata Audit Detail reports to read & display member property values instead of displaying the stored decimal database values.  (8201)

Changed

  • RPTMA solution is being discontinued at the current release of RPTMA PV410 SV100 and its contents moved to RPTA.  The RPTMA solution will not be updated in the future. (9081)

  • Two of the former RPTMA reports (OrphanedMembmers_RPTMA & ParentCountForMembmers_RPTMA) have been updated & moved into this release of the RPTA PV430 SV102 solution.  The solution suffix for these reports have been renamed from _RPTMA to _RPTA.  (9082)

  • The RPTA solution reports that were updated in this release have been refreshed to meet the latest OneStream MarketPlace solution reporting standards.  This includes adding the recently introduced “audit range of dates” functionality for the Metadata Audit Dashboard and the two reports that were moved into the RPTA solution in this release.  The other reports in RPTA will be refreshed in a future maintenance release.  (9083) (9084)

Fixed

None.

Release PV430 SV101

This release includes the latest Standard Application Reports that are now saved in a new format.

Release Date

06/12/2018

Deployment

This solution supports overinstall.  Note that any prior customizations to the standard reports will be overwritten. See the Instructions documents for deployment details.

Changed

Removed the Cube View Styles from the Standard Application Reports (RPTA) installation package.  (7359)

Fixed

User Activity Dashboard now identifies the OneStream Windows application as Windows. (6618)

Release PV430 SV100

This release includes the latest Standard Application Reports that are now saved in a new format.

Release Date

02/12/2018

Deployment

This solution supports overinstall.  Note that any prior customizations to the standard reports will be overwritten. See the Instructions documents for deployment details.

Changed

Updated the way these reports are stored in OneStream for stability and security purposes. Note that these reports will not operate in versions before 4.3.0.  (5666, 5667)

Fixed

Resolved spelling error on Intercompany Detail Dashboard (5910)

Release PV410 SV101

This release includes some new Standard Application reports and resolution of a few issues.

Release Date

01/19/2018

Deployment

This solution supports overinstall.  Note that any prior customizations to the standard reports will be overwritten. See the Instructions documents for deployment details.

New Features and Enhancements

  • Added “Member Formula Change Audit Report by Scenario Type” report (2930)

  • Added new report "Member Change Detail Audit" that allows user to enter a member and start/end date. (3584)

Changed

Updated the parameter “ScenarioTypeNames” to include the new Scenario Types.  (2930)

Fixed

  • Resolved issue with the WF_ImportVariancePreserved report returning an error. (2937)

  • Resolved spelling error on User Activity Dashboards (5244)

  • Resolved spelling error on Workflow Status Dashboards (4476)

Release PV410 SV100

Release Date:  04/14/2017

Deployment

This solution supports overinstall.  Note that any prior customizations to the standard reports will be overwritten.

Changed

Added member description to Formula List report.

Fixed

Resolved an issue on the Commentary report getting workflow time.

Release PV370 SV300

Release Date

11/30/2016

Deployment

This solution supports overinstall.  Note that any prior customizations to the standard reports will be overwritten.

Fixed

Fixed misspelling of Elimination in multiple reports.