Administration/onestopreporting/help/managementsectionManage customers, clients, units, companies, users, roles, and permissions.2024-08-02T13:54:26+02:00
# Administration
Manage customers, clients, units, companies, users, roles, and permissions.
Tasks in Administration:
Manage users/onestopreporting/help/management/userssection2026-01-16T14:27:01+01:00
# Manage users
On the **Users** tab, you get an overview of your users. You can add users, make edits, grant accesses, and perform bulk operations.
## Indicators
Next to the user name, you see some icons that provide additional information about the user. Hover over the icon to display explanatory text.
| **Icon** | **Description** |
|---|---|
|  | The user is a user in places where you are not an administrator. You can grant access to the company, but you cannot make any other changes to the user. |
|  | The user is an administrator |
------------------------------------------------------------------------
Add users/onestopreporting/help/management/users/add-userspage2026-01-16T14:27:01+01:00
# Add users
1. Click **Administration**.
2. (If applicable) Click on top, group, or client level.
3. Go to the **Users** tab.
4. Click the button with **three dots ...** on the top right corner of the screen \> **Add users**.
5. In the **Enter email address** field, either type in or paste in the email addresses separated by spaces, line breaks, commas, or semicolons. You can add up to 50 email addresses at the same time.
6. Click **Add**.
> [!NOTE]
> Your new user(s) will receive an email where they must click the **Accept Invite** button, fill in their name, and set a password.
> The *Accept invitation* is valid for seven days, so if the invitation is not accepted by then, you must resend it. This can be done by clicking on the user and clicking the **Resend** button under **Details**, or copy the invitation link and sending it to the user.
Now you can edit the user as described below.
Edit users/onestopreporting/help/management/users/edit-userspage2026-01-16T14:27:01+01:00
# Edit users
## Edit user
1. Click **Administration**.
2. (If applicable) Click on top, group, or client level.
3. Go to the **Users** tab.
4. Click the user name.
You can perform the following changes:
### Edit user details
1. Next to **Details**, click  **Edit**.
2. Edit user name or change user level.
3. Click **OK**.
> [!TIP]
> See [user level](../user-types-and-licenses) for more information on the user levels.
> [!NOTE]
> It is possible to label a user as an *Auditor*.
> The advantage of this is, for example, if you want to add temporary users and be able to easily identify such users. Marking a user as an **Auditor** does not give the user any permissions or access rights.
#### Give company access
1. Next to **Company access**, click  **Edit**.
2. In the **Select companies** list, select company/companies.
3. Click **Save**.
#### Give customer, group, and client access
1. Next to **Customer, group and client access**, click  **Edit**.
2. In the **Search for access to add** list, select the customer, group or client the user should have access to.
3. In the **Admin** column, select the **Admin** check box if the user should be an administrator at that level.
4. Click **Save**.
#### Assign role
1. Next to **Roles**, click  **Edit**.
2. In the **Search for roles** list, select the role the user should have.
3. Click **Save**.
Change user levels for one, or multiple users/onestopreporting/help/management/users/change-user-levels-for-multiple-userspage2025-11-21T12:15:05+01:00
# Change user levels for one, or multiple users
1. Click **Administration**.
2. (If applicable) Click on customer, group, or client level.
3. Go to the **Users** tab.
4. Select ✅ one or more users.
5. Click the button with **three dots ...** on the top right corner of the screen \> **Change user levels**.
6. Select the user level from the list.
7. Click **Change**.
Change ownership of content/onestopreporting/help/management/users/change-ownership-of-contentsection2026-01-16T14:27:01+01:00
# Change ownership of content
It is possible to move content in OneStop Reporting from one user to another user. This 'change ownership' functionality can be useful for transferring content, for example, when a user is removed/deleted from a client in the portal. A typical situation where this functionality is applicable is when a user ends their employment and another user should inherit their work in the portal.
> [!IMPORTANT]
> You can only transfer content at the client level. Consequently, if the original user is a group user, you must move content from the user for each client in the group.
Examples of content that can be moved:
- **Reports/Budgets**:
- Report and budget templates, report packages, categories, shared reports to user. **NOTE:** Only [published](../../../live-reporting/player/publish-report-template) report- and budget templates are moved.
- **Workflows:**
- Workflows, assignments, reviewers, and approvers. **NOTE:** The removed user's Activity log is not transferred. In that way, comments made by the removed user will not be taken over by the new user.
- **Publisher jobs:**
- Publisher job definitions.
- **Connections**
- The credentials for the connections are removed and ownership taken over by the receiving user.
Move content to another user/onestopreporting/help/management/users/change-ownership-of-content/move-conent-to-another-userpage2026-01-16T14:27:01+01:00
# Move content to another user
You can move content to another user without removing the user.
> [!IMPORTANT]
> There are a few things to consider when moving content:
> You need to make sure the receiving user has the appropriate licenses, roles, permissions and data accesses or the user might not see all the moved content.
> Also note that all history of reports and jobs will be removed. If you want to keep historic runs of a report, you need to first send it to the archive, before moving the content.
1. Click **Administration**.
2. Click **Users** tab.
3. Select ✅ the user you want to move content from.
4. Click the button with **three dots ...** on the top right corner of the screen \> **Move content**.
**NOTE:** If the user has no content, you will not see this option.
5. Under **Move content to**, select the user you want to transfer content to.
6. Click **Next**.
7. In the **Confirm action** dialog box, confirm the action by entering the name of the user the content is moved from.
8. Click the **Start moving** button.
Receive content from another user/onestopreporting/help/management/users/change-ownership-of-content/receive-content-from-another-userpage2024-08-07T11:22:23+03:00
# Receive content from another user
### Receiving user takes over content from another user
The receiving user will get an email from the system, informing that he or she has received content in OneStop Reporting.
### Reporting/Budgeting
- Categories taken over from another user are added to your own list of categories.
- Reports/budget templates taken over from another user is marked with "Moved from\..." on the report details.
### Publisher
- Publisher jobs taken over from another user will still run as scheduled by the original user.
- Publisher jobs (definitions) taken over from another user shows the original user in the **Moved from** column.
- The new user can edit the publishing jobs they have taken over, and can reschedule, add/remove users from the jobs, etc.
### Import data
- Connections: Credentials for the connection are removed, and ownership changed to the receiving user.
### Workflow
Workflows, assignments, reviewers, approvers are moved. The moved workflows are shown with the name of the previous owner in the **Moved from** column.
### Assignments
The receiving user might get new assignments if the previous content owner had assignments in a moved workflow, such as reviewer or approver.
User types and client levels/onestopreporting/help/management/users/user-types-and-licensespage2024-09-03T15:59:28+02:00
# User types and client levels
What users get access to depends on both their user level and the level of the client. Please refer to the table for detailed information:
Add company access for multiple users/onestopreporting/help/management/users/add-company-access-for-multiple-userspage2025-11-20T09:58:58+01:00
# Add company access for multiple users
1. Click **Administration**.
2. (If applicable) Click on customer, group, or client level.
3. Go to the **Users** tab.
4. Select ✅ one or more users.
5. Click the button with **three dots ...** on the top right corner of the screen \> **Add company access**.
6. Select company. **NOTE:** You can see which users you selected by clicking on the blue text.
7. Click **OK**.
Assign roles for multiple users/onestopreporting/help/management/users/assign-roles-for-multiple-userspage2025-11-20T09:58:58+01:00
# Assign roles for multiple users
1. Click **Administration**.
2. Click on customer, group, or client level.
3. Go to the **Users** tab.
4. Select ✅ one or more users.
5. Click the button with **three dots ...** on the top right corner of the screen \> Assin roles.
6. In the **Search for a role to add** list, select the role you want to assign to the users. **NOTE:** Click the blue text to see which users you have selected.
7. Click **OK**.
Limit data access for a user/onestopreporting/help/management/users/set-permissions-and-data-access-for-a-userpage2024-08-02T13:54:26+02:00
# Limit data access for a user
1. Click **Administration**.
2. Click the **Users** tab.
3. In the list, click a user.
4. In the menu that opens to the right, under **Company Access**, click ✏️ **Edit data access filter**. The **Set Access Filters** dialog box displays. Here, you can define filters for specific modules and dimensions in the selected company.
5. Click modules and dimensions in the list to the left-hand side of the dialog. The filter is displayed in the right-hand pane. **NOTE:** If you add identical modules or dimensions as filters, these filters are grouped with the logical operator **And**. Click **And** to change the logical operator.
6. Click **Where** to select whether to include **(Where)** or exclude **(Where not)** data that matches this filter.
7. Click **In** to select an operator.
8. Click **{no filter}** (or any other criteria displayed in the box) to specify the criteria for the filter.
9. Select values from the list. The filter box at the bottom of the dialog is updated with the selected values. You can also enter values manually.
10. **Use ranges:** Deselect this option to show all values in a range.
11. **Include blank:** Select this option to also include data where no value exists **(NULL)**.
12. Click **Use value**. The filter is added to the list.
13. Repeat steps 6-13 to add more filters. Example: Use the \"Where Module **In** \*\" filter to give access to all data, and then add a \"**Where not** *dimension* **In** *dimension name*\" to exclude one or more dimensions.
14. Click **OK** when you are done.
The user will get a  **Limited** access indication under the **Access** column.
### Remove data access filter
In the **Set Access Filters** dialog box, click **X Remove filter**.
Delete user(s)/onestopreporting/help/management/users/delete-userspage2026-01-16T14:27:01+01:00
# Delete user(s)
## Delete users
1. Click **Administration**.
2. (If applicable) Click on top, group, or client level.
3. Go to the **Users** tab.
4. Select user(s).
5. Click the button with **three dots ...** on the top right corner of the screen \> **Delete users**.
6. In the **Delete user** dialog, enter the name of the user or the first user in the list to confirm the deletion. **NOTE:** You will get a warning if any of the users you are trying to delete have content, and they will not be deleted.
7. Click **Delete**. The user(s) is removed from all clients and groups.
> [!IMPORTANT]
> If a user has content, he or she will not be deleted. You can, however, [move their content to another user](./../change-ownership-of-content/move-conent-to-another-user).
Search for and filter users/onestopreporting/help/management/users/search-for-and-filter-userspage2026-01-16T14:27:01+01:00
# Search for and filter users
## Search and filter users
The **Users** tab displays a list of all users who have access to the client, group, or customer you are in. You can use the **Search** field in the list to search for all users, in all clients and groups.
If you have many users in the list, it may be convenient to use the filter to select the users.
To filter users;
1. 1. Click  **Filter** to open the **Filter users** dialog box. You can filter on:
- Name or email
- User level
- Administrator
2\. Click **Apply**.
> [!NOTE]
> If a filter is applied, you will see a yellow icon adjacent to the **Filter** button, indicating the total number of filters in effect. Click *Clear filter* to remove the filter.
Manage roles/onestopreporting/help/management/rolessection2025-06-25T09:21:53+02:00
# Manage roles
The roles entail simpler administration of OneStop Reporting, especially for those of you with a large environment involving many clients and users.
By managing roles effectively, you can change permissions for multiple users simultaneously.
All users must be assigned at least one role in OneStop Reporting. The roles are global roles, and they are created and modified by the administrator at the top level (customer level). Each role is associated with a set of permissions.
Roles are used to grant permissions to the user, but also for the publication of reports.
Create roles/onestopreporting/help/management/roles/create-rolespage2026-01-16T14:27:01+01:00
# Create roles
> [!IMPORTANT]
> Only top-level administrators can create new roles.
1. Go to **Administration**.
2. Click the top level in the organization tree.
3. Click **Roles**.
4. Click the button with **three dots ...** on the top right corner of the screen.
5. Click **New Role.**
6. Give the role a suitable **Name**.
7. (optional) Enter a description for the role.
8. Click **Save**.
## Add users to Roles
> [!IMPORTANT]
> Administrators at all levels (top, group, or client) can add users to roles.
1. Go to **Administration**
2. Go to the level in the organization tree where you want to add users.
3. Click **Roles**.
4. Click on an existing role.
5. Under **Users**, click ✏️ **Edit**.
6. Select the users to add by searching in the **Search** bar.
7. Click the user's name.
8. Click **Save**.
## Add Permissions to a role
1. Go to **Administration**
2. Go to the level in the organization tree where you want to add users.
3. Click **Roles**.
4. Click on an existing role.
5. Under **Permissions**, click ✏️ **Edit**.
6. Switch  On or  Off the various permissions.
| **Permissions** | **Description** |
|---|---|
| **Full data access** | Allows users full access to all companies under the client. If deselected, you can manage access to the various companies under the **Users** \> **Data access**. |
| **Drilldown** | Allows users to drill down to see the underlying detail of the value presented in a report. |
| ****View vouchers**** | Allows users to drill down to see vouchers. |
| **Download Excel files from Archive** | Allows users to download a reports in **Archive** as Excel files. If a user does not have this permission, reports can only be downloaded as pdfs. |
| **Manage connections** | Allows users to manage connections and data import jobs in **Import Data/Data connections**. |
| **Manage categories** | Allows users to create categories in the **Reporting** and **Budgeting** modules. |
| **Download budget templates** | Allows users to get budget templates from the Marketplace in **Budgeting**. |
| **Modules** | **Description** |
|---|---|
| **Import data** | Allows users to access the **Import Data** module where they can manage connections to their ERP system and import data. |
| **Data Manager** | Allows users to edit data in [Data Manager](./../../../data-manager/index). |
| **Drilldown layout** | Allows users to customize the drilldown view in [Drilldown layout](../../../administration/drilldown). |
| **Budgeting and Multi Company setup** | Allows users to set up Budgeting and [Multi-Company](../../../administration/mclsetup) setup. (only for Cloud Agent version.) |
## Add labels to role
1. Go to **Administration.**
2. Go to the level in the organization tree where you want to add users.
3. Click **Roles**.
4. Click on an existing role.
5. Under **Labels**, click ✏️ **Edit**.
6. Add **Labels** to the role by selecting the labels from the **Add labels** list. By turning on the **Include all...** switches  , you can select all labels.
> [!TIP]
> Learn more about roles, labels, and report distribution in [User Roles and Report Labels.](../user-roles-and-report-labels)
User Roles and Report Labels/onestopreporting/help/management/roles/user-roles-and-report-labelspage2026-01-16T14:27:01+01:00
# User Roles and Report Labels
With **Roles** and **Labels,** it is possible to distribute specific reports to specific users.
Report labels are selected for each report and role, and then users are added to roles.
Which reports the user will have access to depends on the user\'s role.
## Distribution setting: Use labels to filter reports
> [!IMPORTANT]
> Only administrators at the top (customer) level are able to edit this setting.
To turn on the functionality for **Roles** and **Labels**, the setting must be selected at the customer level. Before the setting is selected, **Roles** and **Labels** will have no effect.
In this way, you can create roles, add users to roles and add labels to reports without it affecting your **OneStop Reporting** environment before you are ready.
> [!NOTE]
> If labels are not added to reports and users are not given roles, reports will not be available for users if the setting is selected.
### Change Distribution setting
1. Go to the **Administration**.
2. Click the top level in the organization tree.
3. On the **Customer settings** tab, click ✏️ to edit **Distribution settings**.
4. Select ✅ the **Use labels to filter reports** checkbox.
## Reporting Labels
### Reports distributed from OneStop Reporting NO
All reports distributed from OneStop Reporting have predefined labels which cannot be changed. These labels are determined by Visma Software in the country where you purchased OneStop Reporting.
### View labels set on reports
1. Go to **Reporting** or **Distribution.**
2. Click **Options** on a report template.
3. Click **View details**.
### Add labels to Reports
> [!IMPORTANT]
> Only administrators can add labels to reports. The Administrator must be an administrator at the same level or a higher level than the report is distributed.
Consequently, if a report is only distributed to one client, a client administrator can add labels to the report, if a report is distributed to a group, a group administrator can add labels, and if a report is distributed at top level only a top level administrator has access to add labels.
To add labels to reports;
1. Go to **Reporting** or **Distribution.**
2. Click **Options. **
3. Click **View details**.
4. Click ✏️ **Edit.**
5. Add labels and click **Save.**
## Roles for Distribution
See [Create roles](../create-roles) for information on how to create and manage roles.
------------------------------------------------------------------------
### Use Case example
In the picture below, a role for all sales employees in a company is created.
The reason why the particular labels and label settings are selected is explained below.
The setting **Include all labels in group** is selected on **Budget Type** and **Period Type.**
This is because all sales employees should have access to all reports regardless of the budget type and periods used. If more budget or period types are added to reports in the future, the sales employees will also have access to these as long as the reports fit the other criteria.
It is further chosen that the sales employees should only have access to reports with the labels: **Internal**, **Project**, **Sales,** and **Hour**. If more labels are added to these groups in the future, the sales employees will not automatically gain access.
Manage companies/onestopreporting/help/management/companiessection2026-01-16T14:27:01+01:00
# Manage companies
## View user\'s company access
1. Go to **Administration.**
2. At the top, group or client level, go to the **Companies** tab.
3. Click on a company. In the pane that opens, you can see a list of all users that have access to that company and if they have full or partial access.
## Delete company/companies
1. Go to **Administration.**
2. Select the level of which you want to delete companies in the tree structure (Top, group or client level).
3. (If group or top level is selected) Click **Companies.**
4. In the **Company name** list, select ✅ the company/companies you want to delete.
5. Click the button with **three dots ...** on the top right corner of the screen
6. Click **Delete companies**.
7. In the **Delete companies** dialog, in the text field, enter the name of the first company exactly as it is spelled in the text field box.
8. (If one of the selected companies contains workflow or budget assignments) Click **Show companies** in the dialog.
9. Go to the company/companies in the list and delete workflow and/or budget assignments to continue with the bulk delete.
> [!CAUTION]
> When you delete a company, you also delete the following data related to the company:
> Data access filters
> Publishing jobs
> All data transferred from your ERP system
> All stored budgeting data
> All additional stored data
Update company name in OSR/onestopreporting/help/management/companies/update-company-namepage2026-02-20T12:34:02+01:00
# Update company name in OSR
Sure, here's the translated document in English:
## How to Update the Company Name in OneStop Reporting
Do you need to update a company's name to match changes in your ERP system? Here, you will find the procedure for both manual and automatic updates.
## Manual Update (OnPrem and Business NXT Live)
If you are using an OnPrem solution or Business NXT Live, you must manually trigger the retrieval of the new name from the source. Follow these steps to fetch the correct information:
1. **Go to Administration**: Navigate to the main menu.
2. **Select Level**: Use the menu on the left to navigate to the correct level: Customer > Client > Group.
3. **Open the Companies Tab**: Click on the tab called Companies.
4. **Select Company**: Click on the company whose name you want to change.
5. **Edit Details**: Click the pencil icon next to the "Details" section.
6. **Fetch Name**: Click the button Fetch Company Name from ERP. The system will now look up your source data.
7. **Save**: Confirm the change by clicking Save.
## Automatic Update for Cloud Solutions
For companies linked to a pure cloud-based ERP solution, the process is generally simplified:
- **Nightly Imports**: The company name is usually updated automatically in the nightly import jobs.
- **No Manual Work**: In most cases, you therefore do not need to manually retrieve the name yourself.Add Free Text information to companies/onestopreporting/help/management/companies/add-free-text-information-to-a-companypage2024-08-02T13:54:26+02:00
# Add Free Text information to companies
On the **Companies** tab at the client level, administrators can add information about the companies, such as company code, internal project number, or other free text information. Later, the information can be used when [using the reporting tool for top-level administrators](./../../usage).
To add company information;
1. Click **Administration**.
2. On the **Companies** tab, click the company.
3. Under **Details**, click ✏️ **Edit**.
4. In the **Free 1**, **Free 2**, or **Free 3** fields, enter your free text information.
Manage clients and units/onestopreporting/help/management/unitssection2025-06-25T09:21:53+02:00
# Manage clients and units
Clients are managed in **Administration** on the **Units** tab.
Tasks you can perform on the **Units** tab:
Create a new client/onestopreporting/help/management/units/create-a-new-tenantpage2026-01-16T14:27:01+01:00
# Create a new client
> [!TIP]
> A *client* is a separate portal environment. You can think of it as a separate portal, where only added users have access.
1. Click **Administration**.
2. At the top level (your company), or at the group level, go to the **Units** tab.
3. Click the button with **three dots ...** on the top right corner of the screen\> **Add client**.
4. In the **New client** dialog box, fill in these fields:
- - **Name**
- **Description** (optional)
- **Level** ([Start, Smart or Complete](../../users/user-types-and-licenses))
- **Integration** (accounting system)
5\. Click **Create**. The client is added. You can add as many clients as you need.
6\. Click **Close** when you are done creating the clients you need.
To go to the new client, click your user name button in the upper right corner, mouse over **Clients**, and click the client. If you have more than one customer (top level), you must select the appropriate **Customer** from the list to see the underlying clients.
> [!IMPORTANT]
> When you create a connection to your accounting system, make sure you are in the appropriate client.
Change client levels/onestopreporting/help/management/units/change-client-levelspage2026-01-16T14:27:01+01:00
# Change client levels
1. Go to **Administration**.
2. Go to the **Units** tab.
3. Select ✅ a client or multiple clients.
4. Click the button with **three dots ...** on the top right corner of the screen\> **Change client level**.
5. In the **Change client level** dialog, select client level from the list. **NOTE**: You can see which clients you selected by clicking the blue text.
> [!WARNING]
> By *upgrading* the client level, there may be an additional cost to your subscription. By *downgrading* the client level, there might be reports that are removed, report packages that will have their reports removed as well as Publisher jobs that will lose their reports.
> For more information about the client level, see [User and client level](./../../users/user-types-and-licenses).
6\. Click **Confirm**. The client level(s) for the selected client(s) is now changed.
> [!TIP]
> If you accidentally downgraded a client to the *Start* level, you can get the removed reports back if you upgrade the client within ten days.
Delete clients/onestopreporting/help/management/units/delete-clientspage2026-01-16T14:27:01+01:00
# Delete clients
> [!CAUTION]
> Deleting a client is an irreversible operation, and you cannot undo the deletion. If you delete a client, all data related to the client will be erased.
1. Go to **Administration**.
2. Go to the **Units** tab.
3. Select ✅ a client or multiple clients.
4. Click the button with **three dots ...** on the top right corner of the screen\> **Delete clients**.
5. In the **Delete clients** dialog, enter the name of the first client to confirm the deletion.
6. Click **Delete**.
> [!TIP]
> You can see which clients you selected by clicking the blue text.
Move client/onestopreporting/help/management/units/move-clientpage2026-01-16T14:27:01+01:00
# Move client
You can move a client to another group or customer level.
1. Go to **Administration**.
2. Go to the **Units** tab.
3. Select ✅ a client. **NOTE**: You can only select one client.
4. Click the button with **three dots ...** on the top right corner of the screen
\> **Move client**.
5. In the list, select the location where you want to move the client.
> [!NOTE]
> Only groups/customer you have access to are available in the selection. Users will keep the access to the client if it was direct access, but if it was inherited access from the group, the access will be removed.
Click **Change**. The client has now been moved.
Create new group/onestopreporting/help/management/units/create-new-subgroupspage2026-01-16T14:27:01+01:00
# Create new group
You can create groups and subgroups to organize your clients. Creating groups is a good way for larger organizations, such as accounting firms, to organize their customers.
To create a new group:
1. Click **Administration**.
2. At the top/customer or group level, click the **Units** tab. **NOTE:** When you are at the group level, you create sub-groups.
3. Click the button with **three dots ...** on the top right corner of the screen
\> **Add group**.
4. In the **Add group** dialog box, enter a name for the group.
5. Click the **Confirm** button.
### Add clients to the group
1. Click **Administration**.
2. At the top/customer, group, or client level, click the **Units** tab.
3. Select the client you want to move. **NOTE:** You can only move one client at a time.
4. Click the button with **three dots ...** on the top right corner of the screen
\> **Move client**.
5. In the **Move**\... dialog box, select the group from the list and click **Change**. The client is moved to the group, and the group users in the destination group will automatically be added as client users in the client you moved to.
> [!IMPORTANT]
> If you move a client from one group to another, the group users from the original group are removed from the client.
Delete group/onestopreporting/help/management/units/delete-grouppage2026-01-16T14:27:01+01:00
# Delete group
1. Go to **Administration**.
2. Go to the **Units** tab.
3. Select ✅ a group or multiple groups.
4. Click the button with **three dots ...** on the top right corner of the screen \> **Delete groups**.
> [!NOTE]
> If a group contains content, you cannot delete it. Remove group content such as subgroups, clients, users, and distributed reports first.
Manage Data import/onestopreporting/help/management/data-importsection2025-06-25T09:21:53+02:00
# Manage Data import
Create Data import/onestopreporting/help/management/data-import/create-importpage2026-01-16T14:27:01+01:00
# Create Data import
### Creation of Manual Imports
> [!NOTE]
> Only one import per company can be executed at a time. This means that it is not possible to run manual imports for a company until an ongoing import is completed.
Click on the **Companies** tab, check the companies you want to import data for, click **Import data**.
Note: It is only possible to import data for multiple companies at once if they have the same integration.
Check the endpoints you want to import and select the time interval to be imported.
You can choose the number of days, a custom date range, All time (full import since the beginning).
Click **Run**
**You haver now started an import job**
You can view the status of the import job(s) under Companies in the Status column in Administration.
Check Data import logs/onestopreporting/help/management/data-import/check-import-logspage2025-06-25T09:21:53+02:00
# Check Data import logs
### Troubleshooting Failed Imports
If an import fails at one or more endpoints, or the import takes longer than expected, you can check the logs for more information.
Click on the **company name** for the company you want to view import logs for.
In the window that appears, under **Dataset Import status**, you will find more detailed information.
By clicking the button on the right in the window, a new window opens where you get a better view of the import jobs.
Here you can see all import jobs for all endpoints, both manual and automatic jobs.
Here you can view status, time, import time per endpoint, import period (number of days).
If an endpoint has failed, you can hover **the mouse pointer over the exclamation mark in the status column** to get a more detailed error message.
In the example shown below, the **Warehouses** endpoint has failed.
Manage Data Connections/onestopreporting/help/management/data-connectionssection2026-01-16T14:27:01+01:00
# Manage Data Connections
## Creating Data Connections in the OneStop Reporting Portal
You will learn how to create a connection to your financial system so that OneStop Reporting can fetch data for the reports you run in the portal.
**Learn how to:**
- Create a data connection to cloud-based and on-premise systems
- Add multiple connections and companies
- Delete connections
## Introduction
When connecting to a financial system, you can add the connection at the client level (the top level). This allows you to add multiple companies and create multiple clients in one operation. You can also choose whether to add the connection at the client, group, or customer level, depending on how you want to organize your solution.
Take a look at the course [Manage the OneStop Reporting Portal](https://www.vismalearninguniverse.com/learn/courses/461/administrere-onestop-reporting-portalen/lessons/3035:925/onestop-reporting-administrere-onestop-reporting-portalen) to learn more about administration at different levels.
## Creating a Connection for the First Time
> [!IMPORTANT]
> You must be a System User in your financial system to create connections.
The first time you log in to OneStop Reporting, a wizard will guide you through setting up a connection to your financial system. In this example, we will connect to Business NXT.
If you have already connected the reporting solution to a different financial system, you will need to add connections manually. Refer to the chapter on Connections and Companies for guidance.
- **Start:** Start the connection wizard
- **Create Manually:** Cancel the wizard and connect manually.
## Cloud-based Financial Systems
In the **Create Connection** dialog box, choose the connection you want.
For **Business NXT** customers, there are two ways to connect to Business NXT, depending on your needs in the OneStop Reporting portal:
- **Business NXT:** This method fetches data directly from Business NXT, ensuring real-time and up-to-date data. Choose this connection method if you do not need to run reports with consolidation.
> [!NOTE]
> This is the recommended way to connect to Business NXT.
- **Business NXT Group Reporting:** This method utilizes APIs and requires setting up data import jobs that transfer data at specified intervals. Select this connection method if you need to run consolidated reports.
Choose a name for the connection in **Connection Name**.
If you enable **Set as private connection**, only you and customer-level administrators will be able to edit the connection and access all companies.
This dialog box may vary slightly depending on the financial system you are connecting to. [Learn more about setting up a connection for different systems here](../Data-connections/getdata/).
In this case, we need to click on **Authenticate** to approve the connection.
> [!IMPORTANT]
> You must be a System User in the financial system to create connections.
In the **Add companies to...** dialog box, select which companies you want to add to the solution from the dropdown menu.
The companies you select are added to the list, and the company is linked to a client with the same name.
You can change the names of the clients before clicking **Save**.
The clients created are now placed directly under the customer level (the top level).
If you want to add the companies to **the same client**, for example, for Group Reporting, you must check the box at the bottom left. Then, enter the desired **name** for the client.
> [!IMPORTANT]
> For Business NXT, this can only be done with the Business NXT Group Reporting connection.
## On-premise Financial Systems
In the **Create connection** dialog, select the connection you desire.
Before you can create a connection, you must have the OneStop Reporting Cloud Agent installed on your server.
Click on **Download and install Cloud Agent** to proceed.
For more information, see the [OneStop Reporting Cloud Agent](https://www.visma.no/onestopreporting/cloudagent/).
> [!NOTE]
> Installation and configuration of the Cloud Agent are typically done by an administrator. It may require specific knowledge of local servers and your ERP system.
[Read more about setting up a connection for on-premise financial systems here](../Data-connections/data-connection).
Choose a name for the connection in **Connection Name**.
If you enable **Set as private connection**, only you and customer-level administrators will be able to edit the connection and access all companies.
Enter the **pairing key**. You can find the pairing key in the Cloud Agent administration interface. You can create a new data source or edit an existing one to obtain the pairing key.
Choose **Invoice Provider** if you use this service.
In the **Document Center path** field, enter the file path to where the documents are stored.
In the **Add companies to...** dialog, select which companies you want to add to the solution from the dropdown menu.
The companies you choose are added to the list, and the company is linked to a client with the same name. You can modify the names of the clients before hitting **Save**
The clients created are now placed directly under the customer level (the top level).
If you want to add the companies to **the same client,** for example, for Group Reporting, you need to check the box at the bottom left. After that, enter the desired **name** for the client.
## Connections and Companies
### Add a Connection
To add a connection for the first time in the solution, a wizard guides you through the setup. If you want to add more connections manually:
- Go to **Administration** and navigate to the **level** (customer, group, or client level) you want to add the connection.
- Go to the **Connections** tab, Click the button with **three dots ...** on the top right corner of the screen, and select **Create Connection**.
Select your financial system from **the list** and enter a **Connection Name**.
Continue following the instructions...
### Add Companies
If you want to add more companies manually:
- Go to **Administration** and navigate to the **level** (customer, group, or client level) you want to add the company.
- In the **Companies** tab, Click the button with **three dots ...** on the top right corner of the screen, and select **Add Companies**.
Continue following the instructions...
## Overview and Status
The **Connections** tab displays the available connections at the level you are currently on.
In the **Status** column, an icon representing the connection status is displayed. Hover over the icon to view a tooltip with additional information.
## Properties
Click on the **Connection Name** to open the **sidebar** with the properties of the connection.
Click on the **pencil icon** ✏️ if you want to change the name of the connection or modify the setting for Private Connection (Yes/No).
Open the **Companies** section to view the companies added through this connection.
## Delete a Connection
- Go to **Administration** and navigate to the **Connections** tab.
- **Select** the connection you want to delete.
- Click the button with **three dots ...** on the top right corner of the screen, and choose **Delete connection**.
A warning prompt will appear before final deletion. For on-premise solutions and connections that do not require imports (like Business NXT), deleting the connection removes the connection along with the companies and associated data.
For connections that require imports (like Visma Net), deleting the connection removes the connection, but the companies will still exist without updated data.
Companies must be manually deleted afterward.
## Data Import (for Cloud-Based Systems)
When a company is added to the client, three import jobs are automatically included:
- **Full Data Import:** This runs immediately.
- **Nightly Import the Last 5 Days:** Imports data every night from the last 40 days.
Data connection local (On-prem)/onestopreporting/help/management/data-connections/data-connectionsectionManage data connections to local (On-prem) ERP systems.2026-01-16T14:27:01+01:00
# Data connection local (On-prem)
Manage data connections to local (On-prem) ERP systems.
### Data connection (on-premise)
> [!IMPORTANT]
> Before you can create a connection to your on-premise data sources from OneStop Reporting, you must first install an on-premise data gateway, enabled by the *OneStop Reporting Cloud Agent*.
> [!IMPORTANT]
> Installing and configuring the Cloud Agent is usually done by an administrator. It may require special knowledge of your on-premises servers, as well as your ERP system.
Install OneStop Reporting Cloud Agent/onestopreporting/help/management/data-connections/data-connection/install-cloud-agentsection2026-01-16T14:27:01+01:00
# Install OneStop Reporting Cloud Agent
## OneStop Reporting Cloud Agent
A Cloud Agent enables OneStop Reporting to retrieve data from Visma Business databases. It is an application that is installed on a server in the local domain.
## Installing the Agent
The agent installer can be downloaded here: [Cloud Agent](https://portal.onestopreporting.com/api/gateway/cloud-agent/installer)
1. Run the installer.
2. Choose the file path where you want to install the agent.
- Note that the closer the Cloud Agent is to the database server, the faster the connection will be.
- It is recommended to install the agent on a machine that can be left running all the time.
3. Click Install. The administration screen for OneStop Reporting Cloud Agent opens in your browser at [http://localhost:5002](http://localhost:5002).
## Adding a Data Source
In OneStop Reporting Cloud Agent Administration, click on "Add data source".
> [!TIP]
> You can access the Visma Cloud Agent Administration at any time to add or modify data sources from [http://localhost:5002](http://localhost:5002).
- In the **Server Name** field, enter the name of the SQL Server.
- In the **Database** field, enter the name of the Visma Business system database, typically called vbsys.
- Under **Authentication**, choose SQL Server Authentication or Windows Authentication.
- If you choose SQL Server Authentication, you must specify Login Name and Password.
> [!NOTE]
> The specified account must have read access to the Visma Business system database and all Visma Business client databases you want to access.
> [!NOTE]
> If you use Windows Authentication, the account running the Cloud Agent service must have access to the databases on the SQL server. The OneStop Reporting Cloud Agent service is by default set up to run with a local system account. However, this can be changed to another account.
- In the **File Access** field: Here you must enter the file path to the area where the vouchers are stored, and the user that the cloud agent authenticates with must have at least read access to the area where the files are located. Multiple areas can be entered here.
- In the **Name** field, enter a name for this data source.
- Click **Save**. You will now receive a Pairing Key. Copy this key and use it when configuring the data connection in OneStop Reporting.
Move OneStop Reporting Cloud Agent to another machine/onestopreporting/help/management/data-connections/data-connection/install-cloud-agent/move-onestop-reporting-cloud-agent-to-another-machinepage2026-01-16T14:27:01+01:00
# Move OneStop Reporting Cloud Agent to another machine
These instructions describe how to move an instance of the OneStop Reporting Cloud Agent to another machine without the need to reconfigure data connections, companies, or reports in the OneStop Reporting portal.
## Instructions
In the steps below, we will refer to the current machine hosting the agent as *OldMachine* and the new machine as *NewMachine.* These terms will be used to indicate where to perform the steps.
> [!TIP]
> The term *Cloud Agent service* refers to the Windows service named *OneStop Reporting Cloud Agent*.
1. On OldMachine: Stop the Cloud Agent service.
2. On NewMachine: Install the Cloud Agent.
3. On NewMachine: Stop the Cloud Agent service.
4. On OldMachine: Copy the agent\'s configuration folder to an intermediate location. The folder is usually located here (but depends on the chosen installation location): *C:\Program Files\OneStop Reporting\CloudAgent\Agent\Configuration\\*
5. On NewMachine: Delete the agent\'s configuration folder.
6. On NewMachine: Paste the configuration folder from the intermediate location to the agent.
7. On NewMachine: If Windows credentials are used, reconfigure the Cloud Agent service to use the desired account. **NOTE**: This is not needed if only SQL logins are used.
8. On NewMachine: Start the Cloud agent service.
9. On NewMachine: Open the Cloud Agent Admin from the Start menu.
10. On NewMachine: For each data source using SQL logins, the password must be reentered.
11. In the OneStop Reporting portal: Verify the system, for example by running a report.
12. On OldMachine: Uninstall the Cloud Agent. If there are still subfolders are left under the installation location, manually remove them to wipe all traces, such as logs.
Cloud Agent technical document/onestopreporting/help/management/data-connections/data-connection/install-cloud-agent/technical-documentpage2025-10-02T13:27:12+02:00
# Cloud Agent technical document
1. The cloud agent connects to OSR's data gateway and starts listening for requests. It is ensured that it is OSR’s server by verification of the certificate for the domain.
2. A user runs a report, triggering a request from OSR’s reporting server to the data gateway.
3. The data gateway finds the established connection with the customer's agent and passes on the request. The actual process of finding the corresponding agent is done using a Pairing Key that is a manually transferred secret that is entered into the OSR Portal by the customer administrator.
4. The agent looks up the credentials and settings for the requested data source and executes the request; be it a query against an SQL server or reading a file.
5. The agent reads the result data from the data source.
6. The agent starts streaming back the result data to the data gateway.
7. The data gateway passes on the stream to the reporting service.
Note that all report queries are run directly on the ERP system; thus, always providing up-to-date information. The data generated by queries and retrieved files are not stored by OSR in the cloud in any other form than rendered reports. The agent creates an outbound connection to OSR’s servers. It communicates on outbound port TCP 443. The agent does not require any inbound ports. If you are experiencing connectivity issues due to firewall constraints it is recommended that you whitelist the IP addresses for the Azure North Europe region in your firewall. You can download the Microsoft Azure Datacenter IP list, which is updated weekly. The agent communicates with the servers via HTTPS using the fully qualified domain name (FQDN). The current domain name is gateway.onestopreporting.com.
> [!NOTE]
> Traffic going to `visualstudio.com` or `visualstudioonline.com` are for app telemetry and insights and are not required for the agent to function.Create connection (for on-premise ERP systems)/onestopreporting/help/management/data-connections/data-connection/create-connection-for-on-premise-erp-systemspage2026-01-16T14:27:01+01:00
# Create connection (for on-premise ERP systems)
> [!IMPORTANT]
> Before you can create a connection, you must have the **OneStop Reporting Cloud Agent** installed on your server.
See [OneStop Reporting Cloud Agent](https://docs.vismasoftware.no/onestopreporting/help/management/data-connections/data-connection/install-cloud-agent/) for more information.
> [!IMPORTANT]
> Installation and configuration of the Cloud Agent are usually performed by an administrator. It may require specialized knowledge of your local servers as well as your ERP system.
------------------------------------------------------------------------
Go to **Administration**, and navigate to the level (customer, group, or client level) where you want to add the connection.
Go to the Connections tab, Click the button with **three dots ...** on the top right corner of the screen, and select Create Connection.
In the **Enter Pairing Key** field, enter the pairing key you received when you installed the Cloud Agent.
In the dialog box that appears, select the following **Voucher Provider**:
**None**, if you are not using vouchers.
OR
The voucher provider **Document Center**, if your company uses this service.
In the **Document Center Path** field, enter the file path where the vouchers are stored.
Select ✅ the company/companies you want to create a connection to in the **Companies** list, and complete the wizard.
> [!IMPORTANT]
> Ensure that the path matches the access you provided when you installed the Cloud Agent.
> [!TIP]
> *Don't have the pairing key?*
> **If you did not install the Cloud Agent yourself, you need to contact the person who installed it for you**
> [!IMPORTANT]
> If you have already created a connection and want to create a new one, you can find and copy the pairing key from an existing connection by clicking on the connection and then on  *Edit*
Create Data Connection Cloud/onestopreporting/help/management/data-connections/getdatasection2024-11-18T15:24:36+01:00
# Create Data Connection Cloud
Create a connection for Contracting Works/onestopreporting/help/management/data-connections/getdata/create-a-connection-to-cwpage2025-11-20T09:58:58+01:00
# Create a connection for Contracting Works
## Forutsetninger
Du trenger **Emne-ID**, **API-nøkkel**., og **Leietaker-Id**
Emne-ID, og API-nøkkel kan skaffes ved å kontakte Contracting Works Support.
Leietaker-Id: Denne finner du i webadressen til klienten i Contracting Works.
I vårt eksempel vist her er Leietaker-Id:**10355-vismaosr**
Feltet **firmanavn** under **firmadetaljer** i Contracting Works må fylles ut
## I OneStop Reporting
1. Logg inn i OneStop Reporting og gå til Administrasjon.
2. Velg ønsket nivå (kunde, gruppe, klient) og klikk på Tilkoblinger.
3. Klikk på knappen med de **tre prikkene ...** oppe til høyre på skjermen og velg Contracting Works som integrasjon.
4. Opprett tilkobling: Oppgi koblingsdetaljer I vinduet som kommer opp
Her må du fylle inn:
- **Tilkoblingsnavn** (Gi tilkoblingen et navn)
- **Emne-ID** og **Api-nøkkel**: Kontakt Contracting Works for denne informasjonen.
- **Leietaker-Id**: Denne finner du i webadressen til klienten i Contracting Works. I dette eksempelet er det: 10355-vismaosr
5. Klikk deretter lagre.
6. **Velg selskap du vil legge til:**
- I vinduet som kommer opp må du velge selskap du vil opprette i nedtrekksboksen.
- Om du ikke får opp noen selskap her må du påse at feltet firmanavn er fylt ut under firmadetaljer i Contracting Works.
- Når du har lagt til selskap(ene) klikker du lagre.
Selskapet er nå lagt til i OneStop Reporting!
Opprette integrasjon mot Customer Insight /onestopreporting/help/management/data-connections/getdata/create-connection-to-customer-insightpage2026-01-16T14:27:01+01:00
# Opprette integrasjon mot Customer Insight
> [!IMPORTANT]
> Integrasjon mot Customer Insight må settes opp kundenivå (øverste nivå)) i Administrasjon
> [!IMPORTANT]
> Du må være kunde-administrator for å sette opp integrasjonen
1. Gå til **Administrasjon** i OneStop Reporting i menyen på venstre side
2. Klikk på **Tilkoblinger**
Klikk på knappen med de **tre prikkene ...** oppe til høyre på skjermen >> Opprett tilkobling
3. I Opprett kobling vinduet som kommer opp under **Velg integrasjon** må du velge **Customer Insight**
4. Gi koblingen ett navn.
Klikk **Lagre**
5. Klikk i nedtrekks boksen for å velge selskap som skal legges til, her vil du kun ha ett selskap
6. Gi klienten ett valgfritt navn og klikk **lagre**
> [!NOTE]
> Vi anbefaler at du gir klienten et navn som er lett gjenkjennlig som feks Cusromer Insight da denne klienten er kun ment for denne integrasjonen
Du har nå opprettet integrasjon mot Customer Insight
Create integration with VismaNet/onestopreporting/help/management/data-connections/getdata/opprette-integrasjon-mot-visma-netpage2026-01-16T14:27:01+01:00
# Create integration with VismaNet
Go to **Administration** in the OSR Portal, and navigate to the **level** (customer, group, or client level) where you want to add the connection.
Go to the **Connections** tab, Click the button with **three dots ...** on the top right corner of the screen, and select **Create Connection**.
Select Visma Net from the dropdown menu, give the connection a name, and click **Save**.
Enter the **username and password** you use in Visma.net and complete the wizard.
> [!IMPORTANT]
> The user must have access to the Finance module in Visma.net.
**You have now created access to Visma.net.**
Opprette integrasjon mot Tripletex/onestopreporting/help/management/data-connections/getdata/opprette-integrasjon-mot-tripletexpage2025-11-20T09:58:58+01:00
# Opprette integrasjon mot Tripletex
Dersom du har en regnskapsførerkonto i Tripletex, er det mulig å opprette en API brukernøkkel for flere klienter
Dette kalles Regnskapskontorets brukernøkkel. For mer informasjon om dette, se:
## API nøkkel i Tripletex mot OSR
Dette må du gjøre
**I Tripletex**
Sørg for at integrasjon i Tripletex er aktivert.
1. Gå til «Selskap > Mitt abonnement» i hovedmenyen.
2. Se på seksjonen «Moduler og tilleggstjenester».
3. Bestill tilleggstjenesten «Integrasjoner».
4. Les gjennom vilkårene og klikk på «Aktiver».
Du må ha Smart- eller Komplett pakken, og være konto- eller brukeradministrator for å aktivere «Integrasjoner».
## Klientenes nøkkel
**Lag nøkkel**
1. Gå til «Lønn > Ansatte» eller «Kunde > Kontakter» i hovedmenyen, og velg den brukeren du ønsker å registrere brukernøkkelen på.
2. Velg fanen «API-tilgang». Denne fanen finner du også på deg selv.
3. Registrer en nøkkel ved å klikke på «Ny nøkkel».
*Brukernøkkelen kan kun ha samme eller mindre tilgang til systemet som det brukeren du lager nøkkelen på har*
1. Huk av for «Tilpasset oppsett» og velg hvilke type tilganger du ønsker å gi integrasjonen. Se en oversikt over hva de ulike tilgangene gir under.
2. Huk av for Regnskapskontorets brukernøkkel.
3. Velg OneStop Reporting i feltet «Applikasjon».
4. Skriv inn OneStop Reporting i feltet «Applikasjonsnavn».
5. Legg inn hva du ønsker å kalle integrasjonen i oversikten i feltet «Gi nøkkelen et navn».
6. Klikk på «Opprett nøkkel» for å få opp den unike brukernøkkelen.
Kopier nøkkelen og lagre det på et dokument eller lignende, slik at du har den tilgjengelig.
OBS! sørg for at du ikke kopierer med mellomrom og bulletpoint. Brukernøkkelen vises kun én gang. Du er selv ansvarlig for å ta vare på den.
## Koble nøkkel mot klienter i Tripletex
Nå som regnskapskontorets API-brukernøkkel er laget, må den knyttes opp mot klient.
Slik gjør du det:
1. Gå til "Klient>Tilganger" i hovedmenyen.
2. Klikk på "Legg til API-nøkkel" øverst til høyre.
3. Velg API-brukernøkkelen(e) under feltet "API-nøkkel" og gi alle tilgangene den trenger under "Tilgangsmal". Velg deretter hvilke klienter som API-brukernøkkelen skal brukes på.
4. Klikk på "Lagre endringer" for å knytte brukernøkkelen mot klientene.
**Slik aktiverer du API - brukernøkkelen inne på klienten din i Tripletex**
1. Klikk på selskapsvelgeren øverst til venstre i Tripletex. Velg klienten du skal aktivere brukernøkkelen på.
Se bilde
2. Klikk på "Selskap>Regnskapsfører" i hovedmenyen.
3. Sørg for at det er valgt riktig regnskapsfører i feltet "Regnskapsfører", og huk av for "API-tilgang" i seksjonen "Generelle tilganger".
4. Klikk på "Lagre".
## Legg inn nøkkelen i OneStop Reporting
Gå til **Administrasjon** i OSR Portal, og gå til det **nivået** (kunde-, gruppe- eller klientnivå) du ønsker å legge til tilkoblingen
Gå til fanen **Tilkoblinger**, Klikk på knappen med de **tre prikkene ...** oppe til høyre på skjermen, og velg Opprett tilkobling.
Velg Tripletex som integrasjon
Under Ansatttoken legger du inn nøkkelen fra Tripletex
**Hva gjør man dersom man ikke har lagret nøkkelen og ikke finner den igjen?**
I Tripletex:
Finn ansatt- eller kontaktkortet nøkkelen ligger på. Som oftest er den registrert hos brukeradministrator i kontoen.
Klikk på fanen "API-tilgang".
Klikk på "Gjenopprett nøkkel".
Du får opp en ny nøkkel som erstatter den gamle.
Sørg for å lagre den nye brukernøkkelen et trygt sted.
Legg inn den nye brukernøkkelen i integrasjonen.
Create integration with Xledger/onestopreporting/help/management/data-connections/getdata/opprette-integrasjon-mot-xledgerpage2025-11-20T09:58:58+01:00
# Create integration with Xledger
**I OneStop Reporting, gå til Administrasjon \> Tilkoblinger \> Klikk på knappen med de tre prikkene ... oppe til høyre på skjermen \> Velg Xledger.**
Enter a name for the connection, login information, and input the Entity Code (Eier-ID).
## How to Generate Entity Code in Xledger ##
**1. Open Xledger**
**2. Go to Administration \> Entity.** Click on the folder icon and find your *Eier-ID.*
The Eier-ID is set for a single company or for a domain/group. If the Eier-ID is set at the domain/group level, OneStop Reporting will be able to retrieve the Eier-ID for underlying companies.
Enter your *Eier-ID (Entity Code)* when creating access to Xledger in the OSR Portal.
**3. Go to Administration \> Access Control \> Local Access.**
A user account is used to export from Xledger to OneStop Reporting. The user account must have the *Web Service* access.
The user account used to export from Xledger to OneStop Reporting must have the *Web Service* access.
Note that access can be set at the domain/group level. This access will then be inherited by underlying companies.
**4. Go to Administration \> Access Control \> Web Service Access.**
The same user account must be granted access to the *Web Service* methods used by OneStop Reporting. OneStop Reporting uses all *Web Service* methods.
Create integration with PowerOffice Go/onestopreporting/help/management/data-connections/getdata/opprette-integrasjon-mot-poweroffice-gopage2025-07-02T11:31:16+02:00
# Create integration with PowerOffice Go
To allow OneStop Reporting to access data from PowerOffice Go, the client key of the PowerOffice Go user must be entered in the OSR portal. It's this client key that is used to retrieve your data, not your username or password. The user retrieving the client key from PowerOffice Go must be an **Administrator.**
Follow the steps below to retrieve your client key:
1. In **PowerOffice Go**, go to **Settings** in the menu.
2. Select **Extensions**.
3. Choose **Add Extensions**.
4. Click on the dropdown menu and select **OneStop Reporting**.
5. Copy your **ClientKey** (from PowerOffice Go). **NOTE:** The *ClientKey* is the client key you need to enter in the **Retrieve Data** dialog to access your data from PowerOffice Go.
6. Select **OK**.
Create integration with 24SevenOffice/onestopreporting/help/management/data-connections/getdata/opprette-integrasjon-mot-24sevenofficepage2026-01-16T14:27:01+01:00
# Create integration with 24SevenOffice
1. Go to **Administration** in the OSR portal.
2. Click **Connections**.
3. Click the button with **three dots ...** on the top right corner of the screen and select **Create Connection**.
4. Select **24SevenOffice**.
5. Fill out the following:
Connection name (optional)
Your username for 24SevenOffice
Your password for 24SevenOffice
6. **Select company:** Check the company or companies you want to create access for and complete the wizard.
**You have now created access to 24SevenOffice.**
> [!IMPORTANT]
> If multiple people create connections to the same company, it will appear as two separate companies in OneStop Reporting. Therefore, it is best that only one person creates a connection to a company.
Usage - See license usage and create reports/onestopreporting/help/management/usagepage2025-06-25T09:21:53+02:00
# Usage - See license usage and create reports
## Usage
Under **Usage**, you can get an overview of:
- the number of users and their user level
- the number of clients and their levels
- other users settings, such as how many Auditors there are
## Reports: Create report for Top (customer) level
On **Usage** tab for top-level administrators, you can create a *Company List* or *User List* report. For the *Company List* report, administrators can use the information they have added to the **Companies** tab at the client level to create the report. For more information, see [Add Free Text information to companies](./../companies/add-free-text-information-to-a-company)
1. Go to **Administration**.
2. Click Top (customer) level.
3. Click the **Usage** tab.
4. Under **Reports**, click **Download as CSV** or **Export to Excel**.
Customer settings/onestopreporting/help/management/customer-settingssection2026-01-16T14:27:01+01:00
# Customer settings
## Distribution settings
### General: Use labels to filter reports
> [!IMPORTANT]
> Only administrators at the top (customer) level are able to edit this setting.
If you turn on the **Use labels to filter reports** checkbox, you can use labels to distribute specific reports to specific users.
Report labels are selected for each report and role, then users are added to roles.
Which reports the user will have access to depends on the user\'s role.
### Allow users to receive reports from OneStop Reporting
1. Go to **Administration**.
2. Click the top (customer level).
3. On the **Customer settings** tab, click the  **Edit** button.
4. Select the **Allow receiving reports from OneStop Reporting** check box.
You now allow users to receive the standard OneStop Reporting reports to their libraries.
> [!IMPORTANT]
> For new customers, this will be turned ON for all clients. The setting can be applied at the top (customer) level for all clients, or you can adjust the setting for each client.
### Distribution mode
**Distribute all reports:** Users will receive all the standard OneStop Reporting reports to their libraries.
**Only distribute selected reports:** An administrator can decide which reports will be distributed from the **Distribution** module.
## Security settings
### Portal sign-in: Require Multi-Factor Authentication for all users
Enable the **Multi-factor authentication** checkbox to require all users to set up and use Multi-Factor Authentication when signing in to the portal.
 **A Multi-Factor Authentication policy is now enabled for this organization. All users must use MFA to sign into the underlying clients and groups.**
> [!TIP]
> For more information about [Multi-Factor Authentication, click here](./multi-factor-authentication).
### Azure Active Directory
Require Azure Active Directory (AAD) sign-in for all users:
1. Enter the domain(s) to require Microsoft sign-in for all users. **NOTE:** The domain(s) you enter here, *must* be an Azure Active Directory domain(s).
2. Click **Add**.
**Now all users are required to use their Microsoft account to sign in to OneStop Reporting.**
> [!TIP]
> If users have access to multiple clients where one requires Microsoft sign-in and another does not, then they are required to sign in again when switching to the client that requires Microsoft sign-in.
Multi-Factor Authentication/onestopreporting/help/management/customer-settings/multi-factor-authenticationpage2025-10-07T14:21:26+02:00
# Multi-Factor Authentication
## How can I enable MFA in OneStop Reporting?
Multi-factor authentication cannot be managed in the OneStop Reporting portal; this must be done in Connect (Visma Home).
[Click here to log in to Visma Home](https://home.visma.com/home).
We also have a knowledge article here [Open](https://kundeportal.vismasoftware.no/s/article/Aktivere-2FA?language=no) that explains how to set it up in Visma Home.
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### User signs in to OneStop Reporting with Multi-Factor Authentication
1. In the **Username/Email** field, enter your email or username.
2. In the **Password** field, enter your password.
3. In the **Verification code** dialog, enter the code from your authenticator app.
4. Click **Verify**.
If you do not have a verification code, click the **Do not have a code?** link to read more about the MFA setup check link: [Open](https://kundeportal.vismasoftware.no/s/article/Aktivere-2FA?language=no))
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### What is Multi-Factor Authentication
Multi-Factor Authentication, (2FA), (MFA) is an enhanced security system that verifies a user's identity by requiring two or more forms of authentication. Rather than just asking for a username and password, MFA requires additional credentials, such as a code from the user's smartphone.
MFA is an effective way to provide increased security. Usernames and passwords can be stolen, and they have become increasingly susceptible to brute force attacks. MFA creates multiple layers of security to help increase the confidence that the user requesting access is actually who they claim to be.
With MFA, even if an attacker manages to learn the user\'s username and password, it is useless without also having possession of the additional authentication method. In OneStop Reporting, MFA works by requiring two authentication methods:
- Something you know (username and password)
- Something you have (an authenticator app on your mobile device)
## What is an authenticator app and how does it work?
An authenticator app is usually installed on a smartphone and you scan a barcode or enter a key to create an account. After the account is created, the authenticator app generates a 6-8 digit passcode every 30 seconds. The passcode can, for example, be used for login as an extra authentication method in addition to a username and password.
The passcodes are generated from a secret code that is shared between the service you are using, such as OneStop Reporting, and your device, as well as the current time.
*Google Authenticator app example*
## Where can I get an authenticator app and which one should I use?
There are a variety of authenticator apps you can download to your phone from **Google Play** and the **IOS App Store**, but we recommend that you use **Google Authenticator** or **Microsoft Authenticator**, as those are the ones we have fully tested our MFA solution on.
For more information about installing and setting up an Authenticator app, see [Install and set up Authenticator app](../../../user-settings/my-profile/install-and-set-up-authenticator-app)
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Search for clients, companies, users, and roles/onestopreporting/help/management/search-for-clients-companies-users-and-rolespage2026-01-16T14:27:01+01:00
# Search for clients, companies, users, and roles
Administrators can search for clients, companies, users, and roles in the data tree.
> [!NOTE]
> You must have access to at least two clients to be able to see the *Search* box.
To search for users, companies, or clients;
1. Click **Administration**.
2. Click the tab of which you want to search (**Clients**, **Companies**, **Users**, or **Roles**)
In the **Search** box, enter at least two characters to search for users, clients, companies or roles. For users, you can search by display name or e-mail address.