Global Options

The Global Options page enables administrators to configure the functionality of the solution for users. It is used in the initial setup and configuration of the solution.

Field Description

ESG Solution Administrator

Responsible for the setup and management of the ESG Reporting and Planning solution. If you don't have access to this property and are not a OneStream System Administrator, you will not see the Administration, Reports, and Settings pages.
Reporting Currency The currency type used as the target currency for reports that translate values.
FX Rate Used to translate any user entry for spend based factors.To set up and manage FX Rates, see Foreign Exchange Rates.
Cube

Select a cube to drive the entity member selections and data loading.
Control List Scenario Type Select which Scenario Type will be used to populate dimensional control lists. This field defaults to (Default). See Control Lists.
Fiscal Year is First Period's Calendar Year

Displays if the Time Profile assigned to the cube has the Fiscal Year Start Date property set to something other than January 1st. Your selection determines which factors are used. By selecting True, factors from the fiscal year's first period calendar year are used. By selecting False, factors from the fiscal year's last period calendar year are used.

NOTE: Fiscal years are finalized when a profile is approved. If a fiscal year selection is modified after a profile is approved, you need to reopen the affected profile and re-approve it. This updates the profile to the most recent fiscal year setting. See Profiles and Profile Management.

Baseline Select a baseline year as a historic point of reference.
Milestone You can multi-select a maximum of five milestone years. The default values are 2025, 2030, and 2050. The milestone years will display on the report in the same order as entered in this field. See Report Structure.
Milestone Scenario

Use the Select Member window to select a milestone scenario to support target setting and milestone variance reporting. Set up scenarios in your Workflow Profile for the milestone year associated with the cube. You must have a cube selected before you can select a milestone scenario.

When you have selected an option for each field, click the Save button.