What’s New in ToolkIt: Stage Reporting Upgrades & Other Improvements

by | Mar 19, 2025 | PartnerPlace Solutions, Finit

We’re excited to unveil the latest enhancements to ToolkIt, our comprehensive suite designed to supercharge OneStream Administrators’ management of their OneStream applications. This release focuses on making ToolkIt faster, more flexible, and robust, so you can focus more on business value and less on managing complexity. Remember, new versions of ToolkIt are available via the OneStream Solution Exchange.

  

Stage Reporting Upgrades

View Stage Data Across Time Periods  

We’ve enhanced the Time Filters in Stage reports to include records from Parent Time periods. Now, you can easily view all stage data for an entire Quarter or Year in a single report. 

Export All Workflows to Excel 

For Admins with larger data sets, you can now export the data for all Workflow Profiles to Excel with one click. 

Continuous Improvements

Minimum Platform Version Update 

In this release, we’ve migrated ToolkIt’s code into Workspace Assemblies which requires a minimum OneStream Platform Version of 8.5.0. This allows us to leverage the latest OneStream platform functionality for future ToolkIt enhancements. 

Other Minor Improvements 

This release also includes various minor fixes aimed at keeping your experience seamless and bug-free. Please refer to the ToolkIt PV850 SV112 Release Notes for the complete list of updates in these releases. 

These enhancements are part of our commitment to providing the tools you need for an efficient, informed, and seamless administrative process. We’re excited for you to try these improvements and welcome your feedback. 

Curious What’s Coming Next?

Interested in sneak peeks, feedback opportunities, and staying up to date on the latest innovations at Finit? Consider joining Finit Labs—our community of like-minded innovators!

 

Need Help?

As always, we’re here for you if you need assistance. Please visit http://support.finit.com/ for any support. Stay tuned for more updates, and thank you for being an essential part of our journey towards excellence! 

Learn More

Ready to learn more about Finit’s other plug-and-play solutions? As an existing Solutions Hub customer, you qualify for discounts on DrillIt and AllocateIt. Make sure to check out the latest and greatest on all our solutions!

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