How do total balances get represented in the reporting formats in OneStream?

In OneStream, total balances are represented through calculated summaries from multiple accounts. This approach allows for a dynamic and comprehensive view of financial data, as it aggregates figures from various accounts into a singular total. The calculations take into account the relationships and hierarchies among accounts, enabling users to generate reports that reflect consolidated and accurate financial positions.

Using calculated summaries provides flexibility in financial reporting, as users can customize how totals are calculated based on different criteria or business requirements. This method ensures that the totals reflect current data, aligning with changes in the underlying accounts without needing manual adjustments.

The other options are less effective for representing total balances. Visual charts focus on presentation rather than on the calculation of totals, and while importing external financial data files can bring in additional data, it does not inherently provide calculated summaries. Static account summaries do not reflect real-time data and typically require manual updates, limiting their usefulness for reporting current total balances.