Create and edit report- and budget templates

Common Guide: Manage Report and Budget Templates

Table of Contents

1. Manage report and budget templates
2. Create a new template
3. Edit a template
4. Make a copy of a template
5. Rename
6. Publish a template
7. Convert from Visma Business to Business NXT

Manage report and budget templates

You can create, edit, duplicate, publish, and convert templates in the OneStop Reporting portal. The workflow is the same whether you work with report templates in Reporting or budget templates in Budgeting.

Create a new template

When you create a new template, you build it from scratch using data from a selected company.

1. Click on Reporting or Budgeting.
2. Click on the button with the three dots (…).
3. Select New. The dialog box for new template appears.
4. Select a company. The data from this company will be used in the template.
5. Enter a logical name in the name field so the template is easy to find.
6. Click Create.
7. The report opens automatically in Report Designer, and the template is added to the list with the status Draft.

Edit a template

After the template is created, you edit the content before publishing and sharing it. Here is how to do it:

1. Click on Reporting or Budgeting.
2. Select the template in the list.
3. Click on the three dots (…) next to the template or at the top of the template card.
4. Click Edit. The template opens in Report Designer.
5. Edit, save, and close the template.
6. Click Publish to publish the changes.

Budget templates in a workflow

If a budget template is part of a workflow, you will receive a notification about this when editing. If you choose to edit, associated assignments and workflows will be updated, which may affect the budgeting process. You can edit most parts of the template, but not the report parameters. If you change the report parameters, you cannot publish and must undo the editing via … > Undo editing.

Make a copy of a template

You can duplicate a template when you want to use an existing template as a starting point or take a backup before editing. This also applies when a template cannot be edited directly, for example standard templates.

1. Go to Reporting or Budgeting.
2. Select the template and click on the three dots (…).
3. Select Duplicate. A dialog box appears.
4. Enter a new name for the template.
5. Click Duplicate. The copy is added to the list with the same status (draft or published) as the original.

You can now select Edit on the duplicated template.

Rename

1. Click on the three dots (…) next to the template or at the top of the template card.
2. Click Rename.
3. Enter the new name in the dialog box and click Change.

Publish a template

A template with the status Draft must be published to become “official” and available to others. Here is how to do it:

1. Select a template with the status Draft, or open it.
2. Click on the three dots (…) next to the template or at the top of the template card.
3. Select Publish from the drop-down menu.

The template is now official. A published report template becomes available to others when you categorize or share it, while a published budget template can be assigned to other users.

Convert from Visma Business to Business NXT

You can convert both report and budget templates from the Visma Business integration to Business NXT (or Business NXT Group Reporting):

1. Go to the client that has the Visma Business integration.
2. Go to the Reporting or Budgeting module.
3. Select one or more templates you want to convert.
4. Click on the three dots (…) and select Convert to Business NXT (or Business NXT Group Reporting).
5. The templates will be downloaded to your downloads folder.
6. Go to the client that has the Business NXT integration, and open the Reporting or Budgeting module.
7. Click Upload, and select the downloaded templates. The templates are now converted.