Manage content
On the Content tab in the Administration module, you get an overview of all content available to your client. This mainly applies to views created with the Data Explorer.
This overview makes it easier for administrators to gain control over what content exists, where it is located, which integrations it belongs to, and whether it is shared with others.
To see the content tab, you must have administrator access rights at the relevant level in OneStop Reporting.
The Overview Screen
In the main list, you will see the following information for each item:
- Name: The name of the view/content. Click the name to open the content directly.
- Content type: Indicates what type of content it is (e.g., View).
- Created by / Last modified: Shows who owns the content, as well as the date of the last save.
- Sharing status: Shows whether the content is Shared or Not shared with other users or roles.
- Integration: Shows which source system (ERP) the view is connected to (e.g., Business NXT, Visma Net, Tripletex).
- Location: Indicates which organizational unit the content belongs to.
Using the Search Field
Enter parts of the name in the Search list field to filter the rows instantly. The search updates as you type.
Advanced Filtering
Click the filter icon next to the search field to open the Filter content dialog box. Here you have several options to narrow down the results:
- Name: Specific text search on the name of the content.
- Content type: Select a type from the drop-down list.
- Integration: Limit the view to a specific ERP integration.
- Sharing status: Filter to see only content that is shared, or content that is not shared.
View option
At the bottom of the filter box, you will find toggles to include or exclude specific content from the view. By hovering the mouse pointer over the information symbols in the system, you can get more information about each option.
| Option | Description |
|---|---|
| Include inherited content | Shows content that is available from units higher up in the company structure. |
| Include content in subunits | Shows content located in companies or departments below your current level. |
| Show content from OneStop Reporting | Shows standard content and templates delivered ready-to-use by the system. |
| Show unavailable content | Shows content that exists in the structure, but which you or the selected unit currently lack the underlying data foundation or specific rights to open. |
Remember to click Apply for the filters to take effect, or Clear filters to start over.