OneStream Adapter Improvements and Longview Tax Connectivity
CXO Software Version 22.1 provides new updates and functionality to help you better utilize your data and reduce manual efforts. This release introduces three new features:
- OneStream: load parent members only
- OneStream: Clearer error messages
- Longview Tax
OneStream: load parent members only
For our connection with OneStream, we added an option that makes it possible to only load data of totals that are stored on parent members. This is useful as for reporting you don’t always need to have all the detailed data that you have in your EPM system. Now you can indicate to load only certain total data on parents, and by doing that the detailed data on children are not loaded into CXO. Extractions and your CXO application therefore contain less data which will benefit performance, both of the extractions and the loading of reports. More information can be found here: OneStream Adapter - Metadata Loading - Documentation - Confluence (atlassian.net)
OneStream: clearer error messages
We now have clearer error and warning messages generated by CXO in the OneStream adapter to better understand what the message is about. Furthermore, we provide next steps to make it easier to address the right people to resolve the problem. Finally, some UI tweaks make the data processing screen more intuitive. These features are an addition to our OneStream troubleshooting guide: Onestream troubleshooting guide - Documentation - Confluence (atlassian.net)
Longview Tax
We have created a connection to Longview Tax. It's not only possible to connect to Longview Tax (as described here: Longview Close and Tax Adapter - Installation Guide - Documentation - Confluence (atlassian.net) ), but you can also download a standard set of 7 Tax reports. Next to that, you can still build your own tax reports. This feature is an addition to out Longview Close adapter.
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NEW USER WORKFLOW, PERFORMANCE ENHANCEMENTS
CXO version 22.3 offers increased productivity and control with a new workflow feature, as well as performance enhancements.
Highlights of this release include:
- Greater productivity and more control with new workflow
- Faster report preview
- Additional Longview connectivity
Greater Productivity With New Workflow
Version 22.3 introduces the first set of functionalities of a brand-new workflow featurein CXO. This new workflow feature allows users to keep track of their reporting processes and ensure timely delivery during the last part of the closing process, i.e., delivering reports and report books.
The workflow covers completing and reviewing data and comments in CXO. As a result, CXO is now able to display data and commentary status on reports. This informs users whether the report is ready for analysis.
Workflow Status Indicator
The top right corner shows the report status. There are individual icons for data, commentary, and workflow readiness which allow users to see in a single glance what the status of the displayed report is.
Workflows Overview
A workflow tracking page gives users with workflow responsibilities an overview of overdue and upcoming tasks, providing team members with control and a clear overview of the reporting process.
Faster Report Preview
Generating report previews/thumbnails for unpublished reports in the Browse Reports menu is now faster and more efficient, as CXO no longer generates thumbnails for your unpublished reports, only for published reports. There is a setting to switch on/off report preview generation for unpublished reports.
Additional Longview Connectivity
A connector to Longview Plan for CXO users was added in version 22.2. Next, the current version 22.3 introduces a connector to Longview Transfer Pricing. CXO can already connect to Longview Close and Longview Tax.
Additionally, it is now possible to download a standard set of seven tax reports when using Longview Tax (both for IAS and ASC). It is still possible to build your own tax reports using either templates or the free format report creator.