Report Books let you combine a variety of reports and files into a single document. They are commonly used to create financial statements and management report packages. Anyone who needs a snapshot view of their company financials can run report books, but this is done most often by managers and individuals who report to management.
There are pre-built reports that can be customized to fit your reporting needs, such as:
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Cube views (which can be exported to an Excel file)
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Dashboard reports
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Charts
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Extensible documents
After creating a report book, it can be viewed and used in different contexts. For example, they can be added to other books, added to dashboards using either the Book Viewer or File Viewer dashboard component, or emailed via the OneStream Parcel Service Marketplace solution. You can also generate and view report books by running a data management sequence.
Books can be stored in locations such as a fileshare, your computer desktop, or a dashboard file. When saving a report book it is important to follow pre-defined naming conventions depending on the format of the book, such as bookname.xfDoc.pdfBook (PDF books), bookname.xfDoc.zipBook (zipped books), and bookname.xfDoc.xlBook (Excel books).
NOTE: Embedding fonts in a PDF Report book could increase the size of the PDF file. Use the PDF Embedded Fonts to Remove property in the Application Server Configuration File to specify which fonts should not be embedded. This will reduce the size of PDF files and control the resolution during report book PDF generation. The default font-stack setting is: Arial; Calibri; Segoe UI; Tahoma; Times New Roman; Verdana.
