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Reporting

Create and edit report templates / Run reports

Workflow

Through a workflow, you can manage the sharing of budget templates, set deadlines, and see the status of how far end-users have progressed in the budget process.

Archive

The archive contains all the reports you have archived and the reports run by other users that have been shared with you.

Publisher

Publish finished and executed reports and report packages to users or a group of users.

Chart of Accounts

Customize the chart of accounts according to your business needs.

Search and Filter

Search and filter in report and budget templates.

Budgeting

Create and edit budget templates. Save budget data for further reporting. Distribute budget tasks directly or through the use of workflow.

Assignments

Includes budgets that you can work on.

Data Manager

Create OSR budget scenario, edit budget data, and add supplementary information to dimensions.

Import Data (cloud)

In the Import Data module, you can manage connections to cloud-based ERP systems and import data.

Data connection

Manage data connections to local (On-prem) ERP systems.

Administration

Manage customers, clients, units, companies, users, roles, and permissions.

Distribution

Distribution offers simple administration of report templates.

Dashboards

Dashboards include a set of predefined dashboards that provide you with an overview of the company’s financial situation.

Notifications

Messages enable you to know when certain events occur in OSR Portal.

Report Designer

How to install Report Designer and get an introduction on how to design and run your own reports in Report Designer

User settings

Shows you how to change your password, language, and homepage, as well as how to configure multi-factor authentication.

Administration Settings

Settings

Settings to automatically display the last run templates in the reporting/budget module.

Menus

Technical Requirements

Minimum requirements for OneStop Reporting