/onestopreporting/help/administration section 2024-08-13T14:12:52+02:00 # Administration Settings /onestopreporting/help/administration/drilldown section 2026-01-16T14:27:01+01:00 # Drilldown layout You can customize the default drilldown view to display fields of your choice and in the order of your preference. > [!NOTE] > You need the **Can customize drilldown layout** permission to customize the drilldown view. > [!TIP] > The drilldown view you specify is global (within a company). If you, for example, drill down to General Ledger transactions, the drilldown view will look the same in all reports, for all users within that company. | **Icon** | **Description** | |---|---| |  | **Dimensions**: These are dimensions from the ERP system, such as General Ledger, Sales, etc. | |  | **Fields**: These are fields from the selected dimension, such as Account, Account Name, Status, etc. | |  | **Amounts** | ## Customize the drilldown layout 1. Click **Drilldown layout.** 2. (If you have access to more than one company) From the  **Select company** menu, select the company you want to edit the drilldown for. 3. Under **Select dimension**, select the module for which you want to edit the drilldown view. For example, if you want to customize the drilldown for reports on General Ledger transactions, click the **General Ledger** folder. 4. Under the module folder, select a  dimension, such as **General Ledger Transactions**. Now, two new panes open: - **Available fields:** These are the  fields you can select to include in your custom drilldown. - **Drilldown layout:** Here you perform the editing of the drilldown view. **NOTE: Use default** is the default drilldown layout provided by OneStop Reporting. 5. To start customizing the drilldown view, click the **Customize** button. **NOTE:** When you click the button, you will see a new field in the **Drilldown layout** list; **Field being drilled down**. This is the field in the report where the end users click to drill down from. Usually, this will be an amount, such as Net Amount. 6. Edit the drilldown as you want: - To add fields to the drilldown; under **Available fields,** open a fields folder, such as **Account**, and click **** **Add**. - To remove a field from the drilldown; under **Drilldown layout**, click  **Remove**. - To change the order of the fields; under **Drilldown layout**, drag and drop the fields. 7. Click **Save**. ## Revert to default drilldown layout 1. Click **Drilldown layout.** 2. (If applicable) From the  **Select company** menu, select the company you want to edit the drilldown for. 3. Under **Select dimension**, select the module for which you want to edit the drilldown view. 4. Under the module folder, select a  dimension. **NOTE:** The customized drilldown dimension is marked with *(customized).* 5. Under **Drilldown layout**, click **Use default**. 6. Click **Save**. The drilldown layout is changed back to the default layout. /onestopreporting/help/administration/drilldown/example-change-drilldown-layout page 2026-01-16T14:27:01+01:00 # Example: Change drilldown layout In this example, we have a default drilldown view as shown in Figure 1. In the figure, you can see how the default setup looks in the **Drilldown layout** editor, and in the drilldown view from a run report. As you can see, the order of the columns matches the order in the **Drilldown layout** section. > [!NOTE] > The modules, dimensions, and fields may have different names in your ERP system.  *Figure 1 Default drilldown view* We want to make the following changes to the drilldown layout for reports based on General Ledger Transactions: - Remove the **Region** field. - Move the **Net Amount** after **Description**. - Add **Status** field. We then take the following steps: 1. Click **Drilldown layout.** 2. Under **Select dimension**, click **General Ledger** folder, then click **General Ledger Transactions**. **NOTE:** The module, dimensions, and fields may have different names in your ERP system. 3. Under **Drilldown layout**, click **Customize**.  4\. Under **Drilldown layout**, next to **Region**, click  **Remove** to remove the **Region** column from the layout.  5\. Under **Drilldown layout**, move **Net Amount** after **Description**.  6\. Under **Available fields**, open the **Account** folder and next to **Status**, click **** **Add.** The **Status** column is added to the drilldown layout.  7\. Click **Save**. If we now run a report in **Reporting**, such as a Profit and Loss report, and drill down, we can see the following effects of the customizing in the figure below: - the **Region** column is removed - the **Net Amount** column is moved - a **Status** column is added.  *Drilldown before customizing*  *Drilldown after customizing* /onestopreporting/help/administration/periodic-keys page 2026-01-16T14:27:01+01:00 # Allocation Keys In this view you can add, edit and delete the Distribution rules used in the **Spreading** function in the **Budgeting** module (see [Edit budget data](../../budgeting/report/edit-budget-data)). Distribution rules are used to spread an amount among a set number of periods/cells (usually 12 months). The Portal contains some predefined distribution rules. To create allocation keys: 1. Click **Allocation Keys**. Existing rules are displayed in the list. 2. Click  **New row**. A new row is added to the list. 3. Enter a name for the rule in the **Name** column. 4. The default setup is 12 weight numbers; one for each month in the year. You can, however, add or remove value fields by clicking +/- after the row. **NOTE**: The number of periods/cells in a rule must match the number of columns in the budget where it is meant to be used in. If it does not match, the distribution rule will not be available in the **Using distribution rule** list in **Spreading**. 5. Enter the weight numbers in the cells. **Example 1**: If you want to spread the amount evenly to the first month of each quarter, enter 1 in cells 1, 4, 7 and 10. Enter 0 in the remaining cells. **Example 2**: If you want to spread the amount evenly, except for April and August, where the amount should be doubled: Enter 2 in cells 4 and 8, and 1 in the remaining cells. 6. Click  **Save**. > [!TIP] > The distribution rule will be available to all users. /onestopreporting/help/administration/mclsetup page 2026-01-16T14:27:01+01:00 # Multi-Company setup > [!NOTE] > You do not need a special license to set up and run multi-company reports. The **Multi-Company Setup** tool described here is available for Visma Business, Visma Global, and Visma Administration. Before you start running the **Multi-Company Setup**, it is important to check that you have enabled all companies, parent and subsidiaries, in the connection in **Data connection**. In addition, you must have selected the **Enable multi-company** checkbox in **Administration** \> **Units** \> the client \> **Details**. Next, a user with the **Manage data connection** permission sets up OneStop Reporting for multi-company reporting through the **Multi-Company Setup**. During the setup, you determine the parent company and its subsidiaries per data connection. Please note that we do not support a hierarchy of companies, simply two levels; one parent company and its subsidiaries. After you have installed the *Multi-Company Setup*, a new *Group Reporting* dimensions will appear in **Report Designer**. When you build reports for group reporting, you must use data items from these dimensions. > [!IMPORTANT] > When you run consolidated reports, you must run the report for the parent company. ## Multi-Company Setup To set up multi-company reporting; 1. Click  **Multi-Company Setup**. 2. (If applicable) In the **Integration** list, select integration. 3. (If applicable) In the **Connection** list, select the data connection where you have your companies. **NOTE:** It is recommended to always have one connection per parent company. For each connection, only one parent company configuration is stored. 4. Under **Parent company**, select the parent company. The company you select as parent company will appear in bold font. **NOTE:** The companies that appear in the list are the companies you selected when you set up your connection in **Data connection**. 5. In the list of companies that appears, () select the subsidiary companies. 6. Click **Install**. ### Changes that may require Multi-Company Setup reinstallation If you have made any of the following changes, you should consider reinstalling the Multi-Company Setup: - removed companies in **Data connection** - made changes in the subsidiaries that affect the runtime-model, such as new modules, free dimensions, etc. - made changes in the Budget Setup /onestopreporting/help/administration/setup page 2026-01-16T14:27:01+01:00 # Budgeting setup (on-premise ERP systems) ### Budgeting Setup To prepare your ERP database for the direct write-back budgeting functionality, you must run through the Budgeting Setup procedure. This procedure will install the OSR Extension tables into your ERP system's database. These tables are designed to extend the ERP system's following Dimensions: Account, Employee and Budget version. In addition, a table to enable budgeting Line Item Detail entries will be installed. Many of the ERP systems lack sufficient properties in the Account and Employee master data (dimensions) to construct a full budgeting model that includes expense and payroll budgeting. The additional tables installed will provide storage capabilities for these situations. > [!IMPORTANT] > The **Budgeting Setup** will only be available if your client has client level Complete. > [!IMPORTANT] > This procedure does not change any of the original ERP systems' tables or data. It only adds additional tables into the database. ### Prepare your ERP system database with additional tables for budgeting 1. Click **Budgeting Setup**. 2. (If applicable) In the **Integration** drop-down list, select the integration. 3. (Not applicable for all integrations.) In the **Connection** drop-down list, select the database. 4. In the **Companies** section, ✅ select the company to set up the budgeting for. 5. Click **Install**. > [!IMPORTANT] > To be able to set up budgeting, the user who initially installed the Cloud Agent must have administration rights for inserting tables into the ERP database.