/onestopreporting/help/live-reporting section Create and edit report templates / Run reports 2026-01-16T14:27:01+01:00 # Reporting Create and edit report templates / Run reports Here you can create report templates, run reports, and share reports with your colleagues. In the **Reporting** window, you can see report templates created by you or your colleagues. Report templates that have not been [published](./player/publish-report-template), are displayed with the **Draft** status icon. If you want to refine the list of reports in your report library, use the [filter](../search-filter) on the right side of the screen. ### Options in the Reporting screen  | Layout | Click one of these buttons to change the layout of the report template view. Under the button with thre dots **...**  And the **Three dots ...** behind the reports  You will find these options | **Button** | **Name** | **Description** | |---|---|---| |  | Open | Click here to open and view the selected report template. Opening a report template also gives you access to options like [sharing](./player/share-reports) and [archiving](./player/archive-reports). See [Open report template](./player). | |  | Open in Excel | Click here to open the report in a run-only mode in Excel. No editing is possible in this mode and the Design mode is disabled. | |  | Edit | Click here to edit the selected [report template](./edit-report-template) or [package](./package-reports). | |  | Delete | Click here to delete the selected report templates and/or packages. | |  | Duplicate | Click here to create a copy of the selected report template. See [Duplicate report template](./duplicate-report-template). | |  | Publish | Click here to publish the report template. This option is only available if the report template is a draft. See [Publish report template](./player/publish-report-template). | |  | Categorize | Click this button to categorize the selected report templates. See [Manage categories](./manage-categories). | |  | Add to package | Click here to add the selected report templates to a package. See [Package reports](./package-reports). | |  | Download | Click here to download the report template (for example as a backup). | |  | Upload | Click here to upload a report template to the portal. | |  | New | Click here to create a new report template. See [Create report template](./create-report-template). | /onestopreporting/help/live-reporting/duplicate-report-template page 2025-05-27T09:08:46+02:00 # Duplicate report template To duplicate a report template: 1. Click **Reporting**. 2. Select a report template. 3. Click on the three dots **...** behind the report  4. Click **Duplicate**. The **Duplicate report** dialog is displayed. 5. Enter a new name for the report template. 6. Click **Duplicate**. /onestopreporting/help/live-reporting/create-report-template page 2026-01-16T14:27:01+01:00 # Create new report template To create a report template: 1. Click **Reporting**. 2. Click on the button with three dots **...**  3. Click **New**. The **New report** dialog is displayed. 4. Select a company. Data from this company will be used in your report template. 5. Enter a name in the **Report name** field. Use a logical name for the report template to make it easy to identify. 6. Click **Create**. The report template is added to list, and has **Draft** status  > [!NOTE] > If you have () selected a [category](./../manage-categories) or categories when you create a new report, the new report template will automatically be added to that category or categories. /onestopreporting/help/live-reporting/edit-report-template page 2026-01-16T14:27:01+01:00 # Edit report template When you have created the report template, you need to edit the contents before publishing and sharing it. In order to do so: 1. Click on **Reporting**. 2. Select a report template in the list by hooking the checkmark 3. Click on the three dots **...** behind the report  4. Click  **Edit**. The report template opens in **Report Designer**. If you have selected more than one report template or a package, the **Edit** button is not available. 5. Edit, save and close the report template. > [!IMPORTANT] > The first time you edit a report, the OneStop Reporting add-on to Excel will be installed. > Please see [Installing Report Designer](./../../report-designer/installing-report-designer) for more information. > [!TIP] > For more information about editing reports in the Report Designer > Go to [Report Designer.](./../../report-designer) /onestopreporting/help/live-reporting/player section 2026-01-16T14:27:01+01:00 # Open report template When you open a new report template, it contains no report data. Click **Run** to generate the report. Open the report template using one of these methods: - Select the report template from the list, and click on the three dots  behind the report , and click  **Open** - Click on the report template card. - (In List view) Double-click the report template in the list. The following options are available: | **Button** | **Name** | **Description** | |:--:|:---|---| | | Select parameters | Click  to select/edit the parameter(s) you want to run the report for, such as a period. | |  | Run | Click here to generate the report. See [Run report](./run-report). All generated reports can be viewed in the [History dialog](./view-report-history). | |  | Auto-refresh | Use the slider to select to refresh data every 5, 10, 15, 30, or 60 minutes. | |  | Enter full-screen mode | Click to see your report in full screen. Click again to go back. | |  | Show/hide Excel headings | Click to hide the Excel headings in the report. Click again to show headings. | |  | Publish | Click here to publish the report template. This option is only available if the report template is a draft. See [Publish report template](./publish-report-template). | |  | Edit | Click here to edit the report template. See [Edit report template](./../edit-report-template). | |  | Delete | When you have a report template *open* and click **Delete**, you will delete the parameter selections you have made. This will not delete the report template, like you would if you were in the report template library. | |  | Export to Excel/ Export to PDF | Click here to export the report template to Excel or as a PDF file. | |  | Comment | Click here to add a comment to the report template. A new sheet called \"Comment Sheet 1\" opens in the report template. See [Add comment](./add-comment). | |  | Share | Click here to share the report with your colleagues. See [Share report](./share-reports). This option is only available if the report template has been published. | |  | Send to archive | Click here to archive the report. See [Archive report](./archive-reports). This option is only available if the report template has been published. | |  | History | Click here to view the report history. See [View report history](./view-report-history). | |  | Close | Click here to close the report template. | See also: [Drilldown and voucher view](./../../archive/report/drilldown-and-voucher-view) /onestopreporting/help/live-reporting/player/add-comment page 2026-01-16T14:27:01+01:00 # Add comment You can add comments as a separate sheet in your report template. These comments do not disappear the next time the report template is run. You can either enter the comments directly in the default comment sheet or upload your own comment template. > [!TIP] > You can also add comments to packages using this procedure. 1. Open the report template using one of these methods: - Select the report template in the list, and click  **Open**. - Click on the report template card. - (In List view) Double-click the report template in the list. 2. Click  **Comment**. The **Comment Sheet** pane opens to the right, and a new sheet is added to the report template.  3. Enter your comments directly in the spreadsheet. Please note that this will give you limited layout and formatting options. OR Select a template in the **Comment template** list, click **Apply** and enter your comments. If the list is empty, there are no available templates. See the procedure below on how to add new comment templates. 4. Click **Add sheet** to add additional comment sheets. 5. Double-click the sheet names to edit the name. 6. Click **Save**. #### Important notes - You need to archive the report template to make the comments available to other users. This also applies to report templates that have already been archived. See [Archive report](./../archive-reports). - The comments will only be available for the current report instance (using a specific set of parameters). Example: If you add comments to a report template with the period is set to 201711, the comments will not be available in report templates where the period is set to 201712. - If the report template is in draft mode, the comments will not be visible when you reopen the report template. The comments will be visible once you publish the report template. ### Add a comment template If you have an existing template or have already written your comments in Excel, you can upload this file to OneStop Reporting. The template can be reused by you and other users. 1. Click **Upload**. 2. Browse to and select the Excel file you want to use. If the Excel file has multiple sheets, only the first sheet will be used. **Note**: The template you upload will be available to other users. 3. Select the new comment template in the list. 4. Click **Apply**. The comment sheet is updated with the template. 5. Enter your comments. 6. Click **Add sheet** to add additional comment sheets. 7. Double-click the sheet names to edit the name. 8. Click **Save**. If you do not want the template to be available in the **Comment template** list, select it in the list and click **Delete**. ### Delete comments If you want to delete comments, you have the following options: - **Remove sheet**: Click this option to delete the active comments sheet. You must confirm the deletion and click **Save** before the changes are implemented. - **Delete all comments**: Click this option to delete all comments sheets. You must confirm the deletion. The changes are saved automatically. This action cannot be undone. ### Add references to cells in other sheets Use the function INDIRECT to create references to cells in other sheets. Use the following syntax: INDIRECT(ref_text, a1_style) The parameter **ref_text** is the cell reference as text and is required (example: \"Sheet1!A2\"). The parameter **a1_style** is optional and can be TRUE or FALSE. - If a1 is TRUE or omitted, ref_text is interpreted as an A1-style reference. - If a1 is FALSE, ref_text is interpreted as an R1C1-style reference. #### Example  In the above example, the company name (My Company Inc.), run date (19.09.2017) and period (201709) are retrieved from the report (cells B5, J6 and B6 in Sheet1):  In this example, the labels have been removed and a date formatting has been applied. We have used the following formulas to achieve this: =MID(INDIRECT(\"Sheet1!B5\"),10,50)&\" \"&TEXT(INDIRECT(\"Sheet1!J6\"),\"dd.mm.yy\") =\"For period \"&MID(INDIRECT(\"Sheet1!B6\"),10,50)&\" the following are attached:\" /onestopreporting/help/live-reporting/player/run-report section 2025-05-27T09:08:46+02:00 # Run report To add data to a new report or update an existing report with new data, you must run the report. In order to do so: 1. Open the report template using one of these methods: - Select the report template, and click on the three dots **...** behind the report , then click  **Open**. - Click on the report template card. - (In List view) Double-click the report template in the list. 2. Click  to select/edit the period for which you want to get data. 3. Click **Run**. The report is updated. /onestopreporting/help/live-reporting/player/run-report/drill-down-and-voucher-view page 2026-01-16T14:27:01+01:00 # Drill down and voucher view Perform the following actions in a report received in the Archive module, a run report template in Reporting, a run budget template in Budgeting or assignments; Right-click the cell where you want to drill down. In the Choose drilldown menu, select the drilldown item. If a voucher is linked to the transaction, there will be a column with a hyperlink to the attachment. It may not always be possible to view the actual voucher; the display of vouchers can vary between ERP systems and depends on the format of the voucher in the ERP system. Click the link to open. You can download the drilldown result to Excel by clicking the Export to Excel button. It is not possible to drill down on all cells. For instance, a cell with formulas will not support drill down. > [!NOTE] > Permission must be set to on for the user /onestopreporting/help/live-reporting/player/publish-report-template page 2025-11-20T09:58:58+01:00 # Publish report template Select a report template with the status **Draft**, click the three dots  behind the report , and and click **Publish**. Or open a report template with the status **Draft** and click on the button with three dots **...** choose **Publish** from the drop down meny. The report template will now be \"official\". Other users can access the report template if you [categorize](./../../manage-categories) it or [share](./../share-reports) it. /onestopreporting/help/live-reporting/player/share-reports page 2025-11-20T09:58:58+01:00 # Share a generated report You can share your generated report with your colleagues. The report will be visible in their archive. To share a generated report: 1. Open the report template using one of these methods: - Select the report template , and click on the three dots  behind the report Click **Open**. - Click on the report template card. - (In List view) Double-click the report template in the list. 2. If relevant: Set the date parameter and any other available parameters. 3. Click **Run**. 4. Click the button with three dots **...** and then choose **Share** from the drop down meny. The **Share report** dialog is displayed. If the report has been shared previously, you can see when and with whom the report was shared. 5. **Note**: The **Share** button is not available if the report is a draft. Click **Publish**. 6. Select the users with whom you want to share the report: - Search: Use the **Search** field to search for and select individual users. - Roles: In the top part of the list, you can select one or more roles. The report will be shared with all users belonging to the roles you have selected. - Users: Select individual users in the list. 7. **Note**: You can only share the report with users who have permission to view the report data. 8. Click **Share**. The button changes to blue and status **Shared**. The current edition of the report is also [archived](../archive-reports). /onestopreporting/help/live-reporting/player/archive-reports page 2025-11-20T09:58:58+01:00 # Archive report You can archive a report for future reference. The report template will still be available for editing and updating in **Reporting**. The report edition that you archive is saved in the [archive](./../../../archive). To do so: 1. Open the report template using one of these methods: - Select the report template, and click on the three dots **...** behind the report  Click  **Open**. - Click on the report template card. - (In List view) Double-click the report template in the list. 2. Select parameter(s) and click **Run**. 3. Click on the button with three dots **...** and then choose **Send to archive** from the drop down meny. The button changes to green and status **Archived**. /onestopreporting/help/live-reporting/player/export-report-to-excel page 2025-05-27T09:08:46+02:00 # Export report to Excel 1. In **Reporting**, select a report template or a report package. 2. Click on the **three dots** behind the report and choose **Open**. 3. Select parameter(s) and click  **Run**. 4. In the upper right corner, click the **Export to Excel** button. 5. Select to open or save the Excel file. /onestopreporting/help/live-reporting/player/export-report-as-pdf page 2025-11-20T09:58:58+01:00 # Export report as PDF ## Export report as PDF file 1. In **Reporting**, select a report template or report package. 2. Click on the **Three dots**  and choose  **Open**. 3. Select parameter(s) and click  **Run**. 4. Click the button with three dots **...** and select **Download as PDF** from the drop down meny. 5. Select to open or save the PDF file. /onestopreporting/help/live-reporting/player/view-report-history page 2026-01-16T14:27:01+01:00 # View report log The **Log** dialog contains a list of all reports that have been generated from a report template. You can see the status, parameters and run time for each report, and also delete reports, and cancel reports being processed. To view the report history: 1. Open a report template using one of these methods: - Select the report template in the list, and click  **Open**. - Click on the report template card. - (In List view) Double-click the report template in the list. 2. Click on the button with three dots **...** then choose **Log** from the drop down meny. The **Log** dialog is displayed. In the **Log** dialog you have the following options: | Button | Column | Description | |---|---|---| |  | Status | The report is ready. | |  | Status | The report has been archived. | |  | Status | The report is being processed. | |  | Select | Click here to delete a report. | |  | Select | Click here to cancel the processing of a report. | /onestopreporting/help/live-reporting/package-reports page 2025-11-20T09:58:58+01:00 # Package report templates You can package multiple report templates to display each report template as a sheet in an Excel workbook. To do so: 1. Click **Reporting**. 2. Select the report templates you want to include in the package. 3. **Note**: You can only package report templates that use the same integration. Apply the **Integration** filter in the [Search & Filter](../../search-filter) bar. 4. Click on the button with three dots **...** 5. Choose from the drop down list **Add to package**. The **Add to package** dialog is displayed. 6. Create a new package or select an existing package. 7. Click **Add**. The report package is added to the report list. To remove report templates from the package; 1. Click the report package. 2. Click **Edit**. 3. Click the report you want to remove. 4. Click **Yes** to confirm the removal. /onestopreporting/help/live-reporting/manage-categories page 2026-01-16T14:27:01+01:00 # Manage categories and share your report templates ## Manage categories > [!IMPORTANT] > You can only categorize and share your own report templates, not OneStop Reporting templates or reports that are distributed from the [Distribution](../../distribution) page. ### Categorize templates > [!TIP] > Assigning a template to a category will make the template visible to other users as soon as it is published. 1. Click **Reporting**. 2. Select the report templates and packages you want to categorize. 3. Click on the three dots **...** behind the report  Or on the report card of a report . 4. Choose from the drop down list  **Categorize**. The **Assign to categories** dialog is displayed. 5. Select () the categories you want use. You can also unassign categories by deselecting categories (). 6. **Note**: Categories marked with  have already been assigned to some of the selected report templates. 7. Click **Apply**. To see the report templates you have categorized, select the relevant category/categories in ### Create category 1. Click **Reporting**. 2. Go to the **Categories** section in [**Filters**](../../search-filter). 3. Click **+New category**. The **New category** dialog is displayed. 4. Enter the name of the category. 5. Enter a description of the category. 6. (optional) Select a parent category. **Note**: If a parent category has been shared with other users, sub-categories will also be visible to these users. 7. Click **Create category**. > [!TIP] > You can drag and drop categories and category folders to change their order. ### Share category You can share your categories to give your colleagues access to the report templates in specific categories. In addition, your colleagues will be able to use your categories to categorize their report templates. They cannot, however, share your categories with other people. In order to share a category: 1. Click **Reporting**. 2. Go to the **Categories** section in [**Filters**](../../search-filter). 3. Hold the mouse-pointer over the category you want to share. If the category contains sub-categories, the sub-categories will also be shared. If you share a sub-category, the top-level category will not be visible. 4. Click . The **Share category** dialog is displayed. 5. Select the users with whom you want to share the category: - Search: Use the **Search** field to search for and select individual users. - Roles: In the top part of the list, you can select one or more roles. The category will be shared with all users belonging to the roles you have selected. - Users: Select individual users in the list. 6. Click **Apply**. The user(s) will see the shared category (and any sub-categories) under **Shared with me** in the **Reporting** screen. They will also see the report templates in the shared category and sub-categories. > [!IMPORTANT] > A report template in a shared category can be assigned to other categories by the users with whom you share your category. > These categories can in turn be shared with other users than the ones with whom you originally shared your category. To \"withdraw\" the report template from other users, you must remove it from the shared category. Unsharing your category will not have any effect on shared categories that you do not own. ### Delete category 1. Click **Reporting**. 2. Go to the **Categories** section in [**Filters**](../../search-filter). 3. Mouse over the category you want to delete. 4. Click the  **Delete** button. 5. In the **Delete category** dialog, click **Delete** to confirm the deletion. /onestopreporting/help/live-reporting/change-name-of-report page 2025-05-27T09:08:46+02:00 # Change name of reports 1. In **Reporting**, click on the three dots behind the report **...** or in the upper part of the report card. 2. Click **Rename**. 3. In the dialog box that opens, enter the new name and click **Change**. See also [View and change ownership of reports](./../view-and-change-ownership-of-reports). /onestopreporting/help/live-reporting/view-and-change-ownership-of-reports page 2026-01-16T14:27:01+01:00 # View and change ownership of reports Reports created or uploaded by a user are owned by this user. Only the owner of a report can change the name and delete reports. Therefore, it can be useful to change the ownership of reports. If, for example, someone decides to leave the company, the owner of the reports should give ownership to someone else. 1. In **Reporting**, in the upper part of the report card, click  > [!IMPORTANT] > If you are not the owner of the report, you can see who owns the report under  *View details*, but you cannot change ownership. Only the owner of the report can change ownership. 2\. In the drop down list, click  **Change ownership**. 3\. In the dialog box that opens, use the **search** box or use the drop-down list to enter å new user. 4\. Click **Change**. > [!NOTE] > The new owner must be a user in your system. /onestopreporting/help/live-reporting/convert-reports-and-budgets-from-visma-business-to-business-nxt page 2025-11-20T09:58:58+01:00 # Convert reports and budgets from Visma Business to Business NXT You can convert report and budget templates from Visma Business to Business NXT and the Business NXT Group Reporting integration. This is how you convert the reports: 1. Stand in the client that has the Visma Business integration 2. Go to the **Reporting** or **Budgeting** module**.** 3. Mark one or more reports you want to convert. 4. Click on the button with three dots **...** button and select **Convert to Business NXT** or **Business NXT Group reporting** from the dropdown list." 5. The reports are downloaded and placed in your download folder. 6. Go to the client that has the Business NXT integration. 7. Go to the **Reporting** or **Budgeting** module**.** 8. Click the **Upload** button and select the downloaded report templates. 9. The templates are now converted. /onestopreporting/help/live-reporting/get-reports page 2026-01-16T14:27:01+01:00 # Get report templates The OneStop Reporting standard templates are available through the **Distribution settings**. > [!NOTE] > Only top-level administrators have access to these settings. To distribute report templates; 1. Click **Administration** 2. Click **Customer Settings**. 3. Click ✏️ the pencil next to **Distribution Settings**. - - If you select the **Allow receiving reports from OneStop Reporting** check box, all users in all clients will receive the standard reports from OneStop Reporting in their Reporting library. - If you clear the **Allow receiving reports from OneStop Reporting** check box, it is still possible to turn it on for specific clients under **Client Settings**. Remember that you need to be at the client level to access the **Client Settings** tab. If you have turned this on for a particular client, only users in that client will receive the standard reports. See also: [Customer settings](./../../management/customer-settings) /onestopreporting/help/live-reporting/mark-reports-as-favorites page 2026-01-16T14:27:01+01:00 # Mark reports as favorites ### Mark report as a favorite 1. Click **Reporting**. 2. Click the **⭐Star** button. The report(s) is now marked as a favorite. > [!NOTE] > Favorites are specific to your various clients. ### View favorite reports 1. Click **Reporting**. 2. Click the **Favorites** tab. Here, you get an overview of the reports you have marked as favorites.