/onestopreporting section The reporting system provides you with unique insights into data, with ready-made integrations to Norway's leading ERP systems as well as standard reports. 2025-05-19T09:42:58+02:00 # OneStop Reporting The reporting system provides you with unique insights into data, with ready-made integrations to Norway's leading ERP systems as well as standard reports. Read more about the product here: /onestopreporting/help section Here you will find resources and guides to help you get the most out of the reporting system. 2024-08-28T10:50:21+02:00 # Help Here you will find resources and guides to help you get the most out of the reporting system. Our ultimate goal is to support and guide you as a OneStop Reporting user. Choose the module you need help with from the menu on the left, and find a solution. **Support** If you have purchased OneStop Reporting through a reseller, please contact your reseller for first-line support. **Our Opening Hours** Monday – Friday: 09:00 – 15:00 (CET) Norwegian bank holidays: Closed ------------------------------------------------------------------------------------------------------------ [](https://www.vismalearninguniverse.com/pages/29/hjem-onestop-reporting) /onestopreporting/help/live-reporting section Create and edit report templates / Run reports 2025-05-27T09:08:46+02:00 # 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 **Actions** button  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 2025-05-27T09:08:46+02:00 # Create new report template To create a report template: 1. Click **Reporting**. 2. Click on the **Actions** button  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.  NEXT: Now you need to [edit the report template](./../edit-report-template). /onestopreporting/help/live-reporting/edit-report-template page 2025-05-27T09:08:46+02:00 # 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) NEXT: [Open report template](./../player) /onestopreporting/help/live-reporting/player section 2025-05-27T09:08:46+02:00 # 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) NEXT: /onestopreporting/help/live-reporting/player/add-comment page 2025-05-02T15:06:45+02:00 # 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 2025-05-02T15:06:45+02:00 # 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 2025-05-27T09:08:46+02:00 # 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  **Publish**. 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 2025-05-27T09:08:46+02:00 # 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  **Share**. 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 2025-05-27T09:08:46+02:00 # 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  **Send to archive**. 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 2025-05-27T09:08:46+02:00 # 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. In the upper right corner, click the arrow under the  **Export to Excel** button and select **Download as PDF**. 5. Select to open or save the PDF file. /onestopreporting/help/live-reporting/player/view-report-history page 2024-08-07T11:22:23+03:00 # 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  **Log**. 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 2025-05-27T09:08:46+02:00 # 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 **Actions** 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 2025-05-27T09:08:46+02:00 # 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 2025-05-27T09:08:46+02:00 # 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 2025-05-27T09:08:46+02:00 # 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 **Actions** 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 2025-05-02T15:06:45+02:00 # 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 2025-05-09T10:42:10+02:00 # 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. /onestopreporting/help/workflow section Through a workflow, you can manage the sharing of budget templates, set deadlines, and see the status of how far end-users have progressed in the budget process. 2025-05-27T09:08:46+02:00 # Workflow Through a workflow, you can manage the sharing of budget templates, set deadlines, and see the status of how far end-users have progressed in the budget process. The **Workflow** feature gives you full control of the budgeting process from start to finish. Through a workflow matrix, you can manage the end users' access to budget forms, monitor the progress of the budget data entry, and receive notifications by the end user when budget data entry is complete. This paves the way for a dynamic and smooth budgeting process. ### Options in the Workflow screen | Name | Description | |:---|----| | **New** | Click here to create a new workflow. See [Create new workflow](./create). | | **Edit** | Click here to open and edit a draft workflow. NOTE: You can only edit the time interval for a published workflow. | | **Duplicate** | Click here to duplicate an existing workflow. | | **View** | Click here to view the details of a published workflow. | | **Status** | Click here to view the status and progress of a published or finished workflow. | | **Delete** | Click here to delete the selected workflow. All assignments will also be removed. | /onestopreporting/help/workflow/create page 2025-05-27T09:08:46+02:00 # Create new workflow To create a new workflow: 1. Click **Workflow**. 2. Click **Actions** 3. Click **New**. 4. Fill in the following fields: - **Name**: Enter the workflow name. The end-users will see this as the name of the assignment. - (optional) **From-To**: Click here to set a start and end date (deadline) for the workflow, and click **Apply**. The assignments will not be available to the user(s) until the specified start date. **Note**: These are the default dates for all assignments created from this workflow, but you can set custom start and end dates under **User assignments**. See Edit workflow details below. - (optional) **Reviewer**: Click this option to select a reviewer. Start typing a name to search or click the arrow button to show a list of users. - (optional) **Approver**: Click this option to select an approver. Start typing a name to search or click the arrow button to show a list of users. 5. Click **Select templates**. Click here to select the budget template(s) which should be added to the workflow. These are the scenarios/budget versions that the end-users will edit. Use the categories and the search field to filter the list of budget templates. 6. Click **OK** when you are done. The templates are displayed in the workflow screen. 7. Click **Select companies**. Select the companies which should be included in the workflow. **NOTE:** If you only have one company, you will not see the **Select companies** button and will only have one tab for your company. 8. Click **OK**. Each company is displayed in a separate tab. 9. Click a company tab and select the relevant parameters under **Default parameters**, OR select **Let the user decide** to let the users select on which parts of the budget template to work. The available parameters may vary according to the selected templates. **NOTE:** Sometimes you might see the (apparently) same parameters appearing more than once here. This is because the parameters are slightly different in the budget templates (from Report Designer). 10. Under **User assignments**: Click **Select users** and select the users to whom you want to assign the budget template: - **Search**: Start typing a name to filter the list of users. - **Roles**: Click a role to select all users from a role. - **Users**: Select individual users. 11. Click **OK** when you are done. 12. (optional) Edit the workflow parameters for individual users as described below. 13. (optional) If you have added multiple companies, click the next company tab and repeat steps 8-11. To save time, you can copy the settings from the first company to other companies as described below. 14. Click  **Save**. 15. Click  **Publish** to send the assignments to the selected users. > [!TIP] To view the progress of the workflow, select it in the workflows list and click  *Status*. ### Copy to companies If the same parameters and users should be used across multiple companies, you can copy these settings to other companies. In order to do so: 1. Select the company tab with the settings you want to copy. 2. Click  (on the right-hand side), and select **Copy to companies**. The **Copy from** dialog displays. 3. Select one or more companies. 4. Click **OK**. The settings are copied to the selected companies. You can edit the settings for each company if necessary. ### Edit workflow details When you have set the default parameters for a company, all selected users (for the current company) will inherit the default parameters. You can, however, customize the parameters for individual users. In addition, you can edit the start and end dates as well. You have the following options: - Click  to deselect a template for a user. - To edit parameters and deadlines: a. Hold the mouse-pointer over one of the following sections of the **User assignments** table: - Row (user): Settings for all active templates for this user. - Column (template): Settings for all active users for this template. - Intersection (user name / template): Settings for this user and this template only. b. Click **Edit** . c. In the **From-To** field, select a new start and end date (deadline) for the workflow, and click **Apply**. d. Under **Parameters**, deselect () **Inherit this parameter** and enter a new parameter or select **Let the user decide**. e. Click **OK** when you are done. Columns/rows/cells with custom settings, are highlighted in blue. f. Click the down-arrow next to a user to view the custom settings. #### Overlapping settings If you enter overlapping settings (one setting for a row/user and another setting for a column/template), the settings will be prioritized in this order: 1. Intersection (user name / template) 2. Row (user) 3. Column (template) 4. Default parameters and **From-To** date for workflow. /onestopreporting/help/workflow/duplicate-workflow page 2025-05-27T09:08:46+02:00 # Duplicate workflow 1. Click an existing workflow. 2. Click **Actions** 3. Click **Duplicate.** 4. In the **Workflow name** field, enter a name for the new workflow. 5. Click **Duplicate**. /onestopreporting/help/workflow/view page 2025-05-27T09:08:46+02:00 # View published workflow For published workflows, you can view the workflow setup; 1. In the **Workflow** module, in the **Workflows** list, click the workflow. 2. Click **Actions** 3. Click **View**. > [!IMPORTANT] This is a read-only functionality and you cannot edit a published workflow. /onestopreporting/help/workflow/status page 2025-05-27T09:08:46+02:00 # Workflow status ## Workflow: Status To check the status of a *published* workflow; 1. Open the **Workflow** module. 2. Click the workflow and click **Actions** 3. Click **Status** In the table, you get an overview of the budgets in the workflow, assignee, budget parameters\* and the following statuses: - **New:** The user has not started on the budget. - **In progress:** The user has started to work on the budget. - **To review** (only visible if the workflow has an assigned reviewer): The budget is awaiting approval from the reviewer. - **To approve** (only visible if the workflow has an assigned approver): The budget is awaiting approval from the selected approver. - **Completed:** Finished budgets are listed here.  **\* Pre-assignment**: If the workflow administrator has selected the **Let user decide** option for the budget parameters, the budget will have status as  **Pre-assignment** in the **New** column. ### Filter on status, budget template or users You can use the **Filters** pane to filter on **Status**, **Template**, and **User:** 1. If not already open, open the  **Filters** pane. 2. Under **Status**, **Template** and **User**, use the checkboxes as filters. /onestopreporting/help/workflow/edit-budget-template-in-published-workflows page 2025-05-09T10:42:10+02:00 # Edit budget template in published workflows ## Edit budget template that is part of a workflow If the budget template you want to edit is part of a workflow, you will receive the following message: *"This budget template is used in assignments or workflows. If you choose to edit this budget template, these assignments or workflows will be updated. Please be aware that any changes you make may affect the budgeting process.* > [!IMPORTANT] Make sure you do not change any report parameters, as this will prevent you from publishing your changes."*** To edit the budget template, click **Edit anyway**. - You can edit most aspects of the budget templates, apart from report parameters. If you attempt to edit the report parameters, you will not be able to publish and must undo the edit. To undo the edit; 1. In **Budgeting**, click  in the top right corner to show details of the budget template. 2. Click  **Undo edit**.  After you have edited a budget template that is part of a workflow, the assignees must rerun any templates they have run before. If they have the budget template open, they will receive a message from the system that the template is updated. If they run the template, they will lose any changes they have made since they last saved. /onestopreporting/help/archive section The archive contains all the reports you have archived and the reports run by other users that have been shared with you. 2025-03-14T13:39:50+01:00 # Archive The archive contains all the reports you have archived and the reports run by other users that have been shared with you. The archive contains all reports that you have [archived from Reporting](./../live-reporting/player/archive-reports) and any reports that other users have shared with you. Unread reports are displayed in **bold** with . The archive contains the following options (if you have selected () a report): | | | | |:--:|:---|----| | **Button** | **Name** | **Description** | |  | Open | Click here to open and view reports. See [View reports](./report). | |  | Delete | Click here to delete the selected report(s). The report(s) will be deleted from the archive. | |  | Download | Click here to download the report. | **HINT:** Use the buttons in the upper left corner to change from **List view** to **Tile view**.  **Its not possible to run the reports from archive, you can only se already generated reports here** /onestopreporting/help/archive/report section 2024-08-07T11:22:23+03:00 # View reports 1. Click **Archive**. 2. Select () one or more reports in the reports list. 3. Click  **Open**. The selected reports are opened for viewing. In the header of each report, you have the following options: | | | | |----|----|----| | **Button** | **Name** | **Description** | |  | Download | Click here to download the report. | |  | Show/hide headings | Click here to show or hide headings in columns and rows. | |  | Close | Click here to close the report. | When you have opened a single report, in the lower right corner, you have the following option: | | | |----|----| | **Button** | **Description** | |  | Click here to switch from the report view to the report list. The selected reports are highlighted in green in the report list. | When you have opened multiple reports, in the lower right corner, you have the following options: | | | |----|----| | **Button** | **Description** | |  | Click here to switch from the report view to the report list. The selected reports are highlighted in green in the report list. | |  | Click here to close all reports and go back to the report list. | |  | Click here to view reports side by side. | |  | Click here to view reports vertically. | /onestopreporting/help/archive/report/drilldown-and-voucher-view page 2025-05-09T10:42:10+02:00 # Drilldown 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**; 1. Right-click the cell where you want to drill down. 2. 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. 3. Click the link to open. You can download the drilldown result to Excel by clicking the **Export to Excel** button. > [!TIP] It is not possible to drill down on all cells. For instance, a cell with formulas will not support drill down. > [!IMORTANT] Permission must be set to on for the user. /onestopreporting/help/publisher section Publish finished and executed reports and report packages to users or a group of users. 2024-08-02T13:54:26+02:00 # Publisher Publish finished and executed reports and report packages to users or a group of users. The **Publisher** module allows you to distribute reports and report packages to users or a group of users belonging to a role in the system. Reports can be run and distributed at a predefined time, or you can manually initiate running as required. You can add multiple reports to a publishing job, set parameters and send to e-mail recipients or send to their **Archive** module in the portal. The **Publisher** generates a log for all runs, enabling you to keep an overview of your report executions. You can also [edit](./overview/edit) your existing publishing jobs, for example, you can add or delete reports from the job or add or delete recipients. The **Scheduling** feature allows you to set up [scheduling](./overview/new) for your publishing jobs to send reports at a predefined time interval. /onestopreporting/help/publisher/overview section 2025-05-27T09:08:46+02:00 # Publisher: Overview The **Publisher** module allows you to distribute reports and report packages to users or a group of users belonging to a role in the system. Reports can be run and distributed at a predefined time, or you can manually initiate running as required. You can add multiple reports to a publishing job, set parameters and send to e-mail recipients or send to their **Archive** module in the portal. The **Publisher** generates a log for all runs, enabling you to keep an overview of your report executions. You can also [edit](./edit) your existing publishing jobs, for example, you can add or delete reports from the job or add or delete recipients. The **Scheduling** feature allows you to set up [scheduling](./new) for your publishing jobs to send reports at a predefined time interval. Options in the **Publisher** screen by clicking the **Actions** button | **Name** | **Description** | |-----------|-----------------| | New | Click here to create a new publishing job. See [Create a new publishing job](./new). | | Edit | Click here to edit the selected publishing job. See [Edit publishing job](./edit). | | Run | Click here to run the selected job. | | View log | Click here to view the publishing job log. See [View log of a publishing job](./view-log-of-a-publishing-job). | | Delete | Click here to delete the selected publishing job(s). See [Delete an existing publishing job](./delete-an-existing-publishing-job). | **NEXT:** You need to [set up a publishing job](./new). /onestopreporting/help/publisher/overview/edit page 2025-05-27T09:08:46+02:00 # Edit an existing publishing job > [!IMPORTANT] This can only be done by the user who created the publishing job 1. Click **Publisher**. 2. Click the publishing job you want to edit. 3. Click the **Actions** button 4. Click **Edit**. You can edit: - **Name**: Enter a name for your publishing job. - **Description** (optional): Enter a description for your publishing job. - To change or add reports; - Click the **Browse templates** button. - Select ✅ the reports you want to include in the publishing job. You can select multiple reports. - Click **Select**. > [!NOTE] The **Security context** is by default set to *Recipient*. > This is to ensure that the receiver of the reports only sees the data he or she is authorized to see. If you change this to *Me*, the recipient of the reports will see all the data you have access to. - Change parameters: - Under **Parameters**, select the parameters you want for the reports. The options you see here will depend on what parameters you are required to set to run the reports. **NOTE:** If you have more than five reports, there will be multiple pages. - Change recipients; - Under **Recipients**, select recipients from the list of **Users** or **Roles**. **NOTE:** You can only send reports to users who have access to the Publisher module. - Click the **Destination** tab. Here you can choose whether the recipient(s) should receive the reports as email or be sent to their **Archive** module, or both. See [Archive](./../../../archive) for more information about the functionality of the **Archive** module. 4. When you have made the changes you want to the publishing job, click  **Save** or  **Save and Run**. > [!NOTE] Some users might experience problems with adding old reports to a publishing job. > Although these would run fine in **Reporting**, they cannot be run in a publisher job, because this requires reports to be compatible with OneStop Reporting 5.0.1. To remedy this, you must open the report in Report Designer, save, and re-publish the report in **Reporting**. If there are any issues with the definition version, you will see a warning icon in your template list. For more information, see: [Create a new publishing job](./../new) /onestopreporting/help/publisher/overview/delete-an-existing-publishing-job page 2025-05-27T09:08:46+02:00 # Delete an existing publishing job 1. Click **Publisher**. 2. Click the publishing job you want to delete. 3. Click the **Actions** button 4. Click **Delete**. /onestopreporting/help/publisher/overview/view-log-of-a-publishing-job page 2025-05-27T09:08:46+02:00 # View log of a publishing job 1. Click **Publisher**. 2. Click the publishing job for which you want to view the log 3. Click the **Actions** button 4. Click **View log**. 5. In the **Show log** dialog box, click  **Show details** to see more details about the job. > [!TIP] If a publishing job fails, the creator of the job will receive a message from the system. > You must have your [Notification](./../../../user-profile/notification-settings) settings active for the Publisher to be able to receive such messages. /onestopreporting/help/publisher/overview/new page 2025-05-27T09:08:46+02:00 # Create a new publishing job 1. Click **Publisher**. 2. Click the **Actions** button 3. Click **New** 4. Fill in these fields: **- Name**: Enter a name for your publishing job. **- Description** (optional): Enter a description for your publishing job. **- Company**: Select a company from the list (if you have access to more than one). 5. Select the reports you want to include in the publishing job from the list. You can select multiple reports. **NOTE:** You can also use the **Browse templates** button. 6. Click **Select**. **NOTE:** The **Security context** is by default set to **Recipient**. This is to ensure that the receiver of the reports only sees the data he or she is authorized to see. If you change this to **Me**, the recipient of the reports will see all the data you have access to. 7. Under **Parameters**, select the parameters you want for the reports. The options you see here will depend on what parameters you are required to set to run the reports. **NOTE:** If you have more than five reports, there will be multiple pages. 8. Under **Recipients**, select recipients from the list of **Users** or **Roles**. **NOTE:** You can only send reports to users who have access to the Publisher module. 9. Click the **Destination** tab. Here you can choose whether the recipient(s) should receive the reports as email or be sent to their **Archive** module, or both. To send the reports as PDFs, select () the **Send reports as PDF** checkbox. **NOTE:** To get proper PDF formatting, check that the print area is set correctly in the report template. For more information, see [Page setup for reports](./../../../report-designer/creating-reports/page-setup-for-reports) 10. Click **Save** or **Save and Run**. > [!TIP] Some users might experience problems with adding old reports to a publishing job. > Although these would run fine in **Reporting**, they cannot be run in a publisher job, because this requires reports to be compatible with newer versions of OneStop Reporting. To remedy this, you must open the report in Report Designer, save it, and re-publish the report in **Reporting**. If there are any issues with the definition version, you will see a warning icon in your template list. ## Schedule a publishing job Under **Scheduling**, you can automatically set up your publishing job to be run at a specific time interval. 1. Click **Publisher**. 2. Under **Scheduling**, activate () the **Scheduling** switch. 3. Select if you want the job to be run on a **Daily, Weekly,** or **Monthly** interval. 4. In the **Start at** fields, select the start date and time. 5. Under **Recur every**, set how often you want the job to recur. /onestopreporting/help/chart-of-accounts page Customize the chart of accounts according to your business needs. 2025-05-09T10:42:10+02:00 # Chart of Accounts Customize the chart of accounts according to your business needs. In OneStop Reporting, we have a default chart of accounts, however, you can customize these to suit your business needs. The changes you make to the chart of accounts are reflected in your dashboards, reports\*, as well as budgets\* in OneStop Reporting. (\*You need to set up [Expressions](./../report-designer/creating-reports/expressions-and-kpis/expressions) in order for this to work.) You can customize the chart of accounts at the top-, client-, or company level. If you, for example, make changes at the client level, all companies under that client will get the customized chart of accounts. > [!IMPORTANT] You must be an administrator at the top, group, or client level to be able to access the *Chart of Accounts* tool, and the levels you have access to customize depend on which level you have administrator rights for. For the top- and client level, the **Chart of Account** tool always performs a validation of the accounts against one of your companies. If you want to change the reference company for this validation, use the **Reference company** drop-down list in the upper right corner to change. > [!TIP] If you see a 'Not mapped' notification in a yellow box, it means you have accounts that are not part of the chart of accounts. We strongly recommend that you fix the issues, however, this warning will not prevent you from customizing your chart of accounts. To customize the Chart of Accounts; 1. Open **Chart of Accounts**. 2. (If applicable) Select integration if you have access to multiple integrations. 3. (If applicable) Select country the new chart of accounts will apply for. 4. Select the level for which you want to change the chart of accounts, such as for a company, all companies in a client, or all companies under the top level. **NOTE:** If you select the top- or client level, all companies under that level will get the new chart of accounts. 5. Click the  **Customize** switch. 6. Click **Yes** to start customizing. 7. In the **Filters** column, select the appropriate filters. (See explanation for Filters and Operators below.) Use the  **Add** button in the **Action** column to add more filter criteria. 8. Use the  **Lookup** to select accounts. **TIP**: You can use the **Search** field to search for accounts. 9. Click **Use value**. 10. Click **Save**. Your new chart of accounts is saved and the changes are reflected in your dashboards, reports, and budgets in OneStop Reporting. ------------------------------------------------------------------------ ### \*Filter and Operator options In the first drop-down box, these two options are available: | | | |---------------|-----------------------------------------------------| | **Option** | **Function** | | **Where** | Will include all data inside the specified filter. | | **Where not** | Will include all data outside the specified filter. | If there are multiple filters in the same group, these options will also be available in the first drop-down box: | | | |-------------|---------------------------------------------------------------| | **Option** | **Function** | | **And** | Will filter the first condition AND the second condition. | | **Or** | Will filter the first condition OR the second condition. | | **And Not** | Will filter the first condition AND NOT the second condition. | | **Or Not** | Will filter the first condition OR NOT the second condition. | In the second drop-down box, select Account or other account attributes such as Account type, Account description, or External Code. In the third drop-down box, these filter operators are available: | | | |----|----| | **Option** | **Function** | | **In** | *account* is In... (the selected parameters) | | **\<\>** | *account* is Not equal to... (the selected parameters) | | **\<** | *account* is Less than... (for numerical values) | | **\>** | *account* is Greater than... (for numerical values) | | **\<=** | *account* is Less than or equal to... (for numerical values) | | **\>=** | *account* is Greater than or equal to... (for numerical values) | | **Begins with** | *account* Begins with... (for any phrase contained in the dimension) | | **Ends with** | *account* Ends with... (for any phrase contained in the dimension) | | **Contains** | *account* Contains... (any part of the phrase contained in the dimension) | | **Like** | **OneStop Reporting** will retrieve any data using "LIKE ..." in SQL.\* | /onestopreporting/help/search-filter page Search and filter in report and budget templates. 2025-05-09T10:42:10+02:00 # Search and Filter Search and filter in report and budget templates. ## Search - Enter text in the **Search** field to start searching for reports (and packages). - The search includes all reports that match the active filters. ## Filters bar Use the **Filter** bar in the **Archive, Budgeting,** and **Reporting** screens to locate reports. > [!TIP] Click *Filters* to hide and show the *Filters* bar. ### Filters - Click  to expand and display the available filters. - Click to activate a filter. - Displayed records will match ALL active filters. > [!TIP] Click *Clear filters* at the top of the *Filters* bar to clear all filters. #### Special filters - **Playlists** (Archive): See [Work with playlists](../archive/work-with-playlists). - **Categories** (Reporting): See [Manage categories](../live-reporting/manage-categories). - Categories (Budgeting): See [Manage categories in Budgeting](../budgeting/manage-categories-in-budgeting) /onestopreporting/help/budgeting section Create and edit budget templates. Save budget data for further reporting. Distribute budget tasks directly or through the use of workflow. 2025-05-27T09:08:46+02:00 # Budgeting Create and edit budget templates. Save budget data for further reporting. Distribute budget tasks directly or through the use of workflow. ## Budgeting The **Budgeting** module allows you to design the budget model exactly as you want it, and enter budget data live online. The budget data can be saved to your accounting system or be saved to the OneStop Reporting budget table and will be available in OneStop Reporting report templates. To make data entry smooth and efficient, the **Budgeting** module features spreading (distribution rules), unit-/percent-based calculations, historical data, and line item details. You can also assign the budgeting to one or more users using the **Assign** function. For larger organisations, with multiple people involved in the budgeting process, it is advised to use the **Workflow** module. There are essentially three ways to create a budget: - Use the budget templates from OneStop Reporting. (see [Get budget templates](./get-budget-template)) - Build a budget template from scratch (see [Create new budget template](./create-budget) and [Create budget template in Report Designer](./create-budget-template-in-report-designer)) - Use an existing report and convert to a budget template (see [Create budget template in Report Designer](./create-budget-template-in-report-designer)) ### Options in the Budgeting screen  | Layout | Click one of these buttons to change the layout of the budget template view. Under the **Actions** button  And the **Three dots ...** on budget templates (only visible in thumbnail view)  You will find these options | | | | |----|----|----| | **Button** | **Name** | **Description** | |  | Open | Click here to open and view the selected budget template. | |  | Edit | Click here to [edit](./edit-budget) the selected budget template. | |  | Delete | Click here to delete the selected budget template(s). | |  | Duplicate | Click here to create a copy of the selected budget template. See [Duplicate budget template](./duplicate-budget). | |  | Publish | Click here to publish the budget template. This option is only available if the budget template is a draft (  ). See [Publish budget template](./publish-budget). | |  | Categorize | Click this button to categorize the selected budget templates. See [Manage categories for Budgeting](./manage-categories-in-budgeting). | |  | Assign | Click here to assign the budget template to one or more users. See [Assign budget template](./assign-budget). | |  | Assignments | Click here to view assignments for the selected budget template. | |  | Download | Click here to download the budget template (for example as a backup or to edit it offline). | |  | Upload | Click here to upload a budget template to the portal. | |  | New | Click here to create a new budget template. See [Create new budget template](./create-budget). | |  | Get templates | Click here to install templates from the library. See [Get budget templates](./get-budget-template) for more information. | /onestopreporting/help/budgeting/create-budget page 2025-05-27T09:08:46+02:00 # Create new budget template This procedure describes how to create a budget template from scratch. To create a budget template: 1. Click **Budgeting**. 2. Click on the **Actins** button 3. Click **New**. The **New budget** dialog is displayed. 4. Select a company. Data from this company will be used in your budget template. 5. Enter a name in the **Budget name** field. Use a logical name for the budget template to make it easy to identify. 6. Click **Create**. The budget template is added to the list, and has **Draft** status (). 7. Select the budget template in the list and click  **Edit** to open it in **Report Designer**. > [!NOTE] If you have () selected a [category](./../manage-categories-in-budgeting) or categories, when you create a new budget template, the new budget template will automatically be added to that category or categories. /onestopreporting/help/budgeting/create-budget-template-in-report-designer page 2025-05-09T10:42:10+02:00 # Create budget template in Report Designer See [Report Designer](./../../report-designer) for an overview of the user interface and basic functionality in **Report Designer**. A budget template is created in a similar manner as a report. However, a budget template also includes storage rules that define how the budget data are stored in the OneStop Reporting budget table. It is important that you know how to use the Report Designer before you start creating a budget template. In this section, we will discuss how you can add measure and storage rules to create a budget template. The storage rules are defined at the cell level. In the following example, we have already defined the data that will be displayed in the budget template, such as accounts and periods. ### Add measure or calculated storage cell to the template Drag the desired measure from the OSR budgeting factset, such as **Budget Amount**, into the form. The Budget Amount will be the input cell where the end user will enter their Budget numbers in the finished executed and prepared Budget template. Locate the Budget Amount in the Module bar and drag it into cell F12, as shown in the figure below. You define the storage rule on this level.  If you have a calculated value that you want to store to the budget table; 1. Click in the cell where the calculation is. 2. On the **Budgeting** tab, click **Create storage**.  ### Budgeting tab -- Mapping Dimensions for storage {#budgeting-tab-mapping-dimensions-for-storage} After the **Budget Amount** measure is dragged into the cell, or you have manually created a storage cell, you can see that a new tab appears in the **Layout Editor**. This is the **Budgeting** tab and it will appear when a cell contains a value, it is allowed to store back to the database. The **Budgeting** tab contains information about which dimensions a transaction will be stored back to. There are three main sections in this tab you need to pay attention to. They are: - **Store To section**. In this section, you will enter the Factset and measure you will store back to. Normally this will be the same measure you dragged into the cell. - **Mandatory fields**. These are the fields that make up the key for selecting which dimensions that will be part of the selection for insert/update/delete a value. - **Optional fields**. These are the fields that will get a value from the form, but they are not part of the key to select transactions for insert/update/delete. The figure below illustrates the definition of storage of the value in a specific cell in the budget template:  The data input cell will automatically get a set of default fields that will define the value in the database. The fields are inherited from the context of the cell. In this example, the dimensions, *OSR Scenario*, *Account*, *Period*, and *Region* define the context of this particular cell. The stored value will get the current expanded values of these dimensions when the end users work with the budget template in the portal. The Budgeting store-back allows storage of both user-input cells and calculated cells. This is a strong feature as you may want to make allocations and store values to other accounts based on input values entered by the user. ### Budgeting tab -- Comparable data {#budgeting-tab-comparable-data} The **Budgeting** tab has two sub dialogs. They are the **Define storage** and the **Comparable Data** dialogs. You can toggle between them by clicking the two arrows in the right bottom part of the **Budgeting** tab. The first picture shows the label when in the *Define storage* mode. ##  When the **Budgeting** tab is in the *Comparable data* mode, it will look like this: ##  See the following sections for detailed descriptions of the two different modes. ## Define storage Below is a picture of the **Budgeting** tab and the different functions and elements in it. See table below for descriptions of the various elements.  | V | Name | Description | |----|----|----| | 1.0 | Store To | In this section, you will select the Factset and field you will store back to. Normally this will be the same field you dragged into the cell. NOTE: It is not only the selected field (in this case the Budget Amount field) that is affected by the choice you make in the Store to section. You actually select the total transaction row that will be affected by the choice you make in the Mandatory fields and Optional fields sections described below. | | 2.0 | Mandatory fields | The Mandatory fields are also referred to as Key fields. These are the fields that make up the key for selecting which dimensions will be part of the selection for insert/update/delete a row in the Factset selected in the Store to section. This means that if it doesn't already exist in a Factset row with the combination of the values of the fields in this section in the form instance, a new row will be inserted in the Factset. The value in the cell in the context of these fields get written to the field selected in the Store to section. If a row with the combination of these fields already exists, the value in the cell will overwrite the existing value in the row. Some fields are absolutely mandatory. They are defined as mandatory by the metadata model for that specific ERP integration. They are marked with a lock symbol to the right and cannot be removed from the Mandatory fields section. Other fields you choose to be part of the Mandatory field key can be deleted again. These are marked with a delete symbol (cross). Technically speaking, all fields in the Mandatory fields section will be part of the WHERE -- clause when the row to insert, update, or delete will be searched for. The fields in the Mandatory fields section will get the assigned values specified in the right side of the mapping view. | | 3.0 | Optional fields | These fields will also get values from the form, but they are not part of the key to select transactions for insert/update/delete. These fields will not play a role when rows are searched for being candidates for an insert/update/delete operation in the factset table selected in the 'Store to' section. Technically speaking, these fields will not be part of the WHERE clause when the row to insert/update/delete will be searched for. They will simply be inserted or updated when a row is found for the combination of the fields in the Mandatory fields section. | | 4.0 | Data source reference options | Depending on the data type of the field and/or the placement in the Mandatory or Optional sections, the number and type of options may differ. Here is the complete list: Blank (empty) If you select the empty field, you will get a lookup option to help you select a value to assign to the field. This will be a constant value. \ This option means that you will have to enter a constant numeric value to be assigned to the field. '\' This option means that you will have to enter a constant string value within the apostrophes to be assigned to the field. =\ This option allows you to specify that a value in a cell should be stored into the field it is associated with. When selected, the Excel cell-reference functionality for selecting a cell in the Excel workbook will appear. This functionality supports the dynamic cell reference technology used by Excel. \*\ This option works the same way as the =\ option when it comes to how a cell reference value is selected and used. The difference is that this option will multiply the value of the cell to the value of the field. It can only be used with a field of a numeric data type. {\} There will be a list of attributes in braces. This list will be dynamic and depends on which attributes are already in the Excel form. In the example in the picture above the {Period}, {Account} and {Account Name} attributes are listed. All of them can be used for referencing values you can store back on the dimension that is selected. @\ There will be a list of parameters in braces. This list will be dynamic and depends on which parameters are already in the budget form. The example in the picture above, the {@Period}, {@Scenario}, and {@Region} attributes are listed. All of them can be used for referencing values you can store back on the dimension that is selected. | | 5.0 | Settings | Conditional storage settings. For more information, see the \"Conditional storage settings section\" below. | ### Conditional storage settings  **Store unchanged cells:** This option will force data from this cell to always be stored. The application will not do a check whether the input cell has changed its value or not. **Ignoring rows or columns:** **** - **Use ignore flag on row:** If the first cell in a row contains a value, the entry is ignored; hence not stored. False, 0, or empty string count as no value. - **Use ignore flag on column:** If the first cell in a column contains a value, the entry is ignored; hence not stored. False, 0, or empty string count as no value. - **Use ignore flag on row or column:** If the first cell in either the row or column contains a value, the entry is ignored; hence not stored. False, 0, or empty string count as no value. **Delete transactions if cell value is 0:** Means that cells including 0, NULL, or empty are not stored. This is useful when you have larger budgets to avoid creating unnecessary records. **Delete transactions for empty cells:** Normally, values in a cell are deleted after pressing BACKSPACE or DEL or blanking out the value. If this option is selected, the value is used to update existing/insert a record in the storage dimension. This will also apply to transactions where there has been a value that has now been set to 0. ### Validation of content There is also a certain validation process going on as you configure your **Define storage** dialog. When you have a valid set of mappings, the icon at the bottom left corner will be a green checkmark. If incomplete or the mapping was incorrectly done, you will get a red stop icon. In this case, the *Region* dimension field does not have a value or reference assigned:  ## Define Comparable data The **Comparable data** functionality allows the budget template creator to set up comparison data for the users performing the budgeting in the portal when using the **Spreading and Line Item Detail** tool (see [Line item details](./../report/edit-budget-data/add-line-item-details), [Spread function](./../report/edit-budget-data/spreading) and [Adjust function](./../report/edit-budget-data/adjusting)). There are two main options for defining the comparable data; - **Based on historical data:** If you use this option, you will get data from your accounting system. - **Based on Excel range:** If you use this option, you must define the area in the Excel sheet you want to show when using comparable data in the **Spreading and Line Item Detail** tool.   When using the **Based on historical data** option, you must do the following: - Drag a Measure field, such as posted amount, into the top part of the window as shown in the example below. - Enter a title for the comparable data in the **Title** - Select or deselect the **Include data from current fiscal year** checkbox: If you select this option, the current fiscal year and the previous year will be included (depending on the selected period parameter you run the budget for). If left blank, you will get the two previous years.  > [!NOTE] In the description above, only the period dimension is mentioned. > Other dimensions that are used for selecting the Comparable data are inherited from the selections used in the template. If you want to override those selections, you can drag in dimensions from the module list and drop them in the section called *Filters override*. This is an advanced feature and should be used with care. /onestopreporting/help/budgeting/get-budget-template page 2025-05-27T09:08:46+02:00 # Get budget templates ## Get budget templates from the library 1. Click on the button **Actions** to install the templates. 2. Choose **Get Templates** from the drop down list 3. Here you will see new templates, already installed templates that has an update and templates already installed.  3\. Choose the templates you want and click **Install.**  4\. After installing the templates you will see them here under **Budgeting**:  /onestopreporting/help/budgeting/edit-budget page 2025-05-27T09:08:46+02:00 # Edit budget template When you have created the budget template, you may have to edit the contents before publishing and assigning it. To do so: 1. Click **Budgeting**. 2. Select a budget template in the list. 3. Click the **Three dots**  in the top right corner of the budget card 4. Choose  **Edit** from the drop down meny. The budget template opens in Report Designer. 5. Edit, save and close the budget template. 6. Click  **Publish** to publish your changes. > [!NOTE] If you have selected more than one budget template, the **Edit** button is not available. > See [Create budget template in Report Designer](./../create-budget-template-in-report-designer) for more information. ## Edit budget template that is part of a workflow If the budget template you want to edit is part of a workflow, you will receive the following message: *"This budget template is used in assignments or workflows. If you choose to edit this budget template, these assignments or workflows will be updated. Please be aware that any changes you make may affect the budgeting process.* > [!NOTE] Make sure you do not change any report parameters as this will prevent you from publishing your changes."*** To edit the budget template, click **Edit anyway**. - You can edit most aspects of the budget templates apart from report parameters. If you attempt to edit the report parameters, you will not be able to publish and must undo the edit. To undo the edit; 1. In **Budgeting**, click  in the top right corner to show details of the budget template. 2. Click  **Undo edit**.  After you have edited a budget template that is part of a workflow, the assignees must rerun any templates they have run before. If they have the budget template open, they will receive a message from the system that the template is updated. If they run the template, they will lose any changes they have made since they last saved. /onestopreporting/help/budgeting/report section 2025-05-27T09:08:46+02:00 # Open budget template When you open a new budget template, it contains no data. You must first enter the relevant parameters (such as period, scenario and department) and click **Run** to generate the budget template. Open the budget template using one of these methods: - Click on the budget template thumbnail. - Select () the budget template from the list, and click on the **three dots**  on the Budget card, then choose **Open** from the dropdown list. - Click the name of the template in the list. The following options are available: | | | | |----|----|----| | **Button** | **Name** | **Description** | | | **Parameters** | Click  to select/edit the relevant parameters for the budget template. | |  | **Run** | Click here to generate the budget template. See [Run budget](./run-budget). All generated budget templates can be viewed in the [History dialog](./view-budget-history). | |  | **Save data** | Click here to save any changes you have made to the budget template. | |  | **Publish** | Click here to publish the budget template. This option is only available if the budget template is a draft. See [Publish budget template](./../publish-budget). | |  | **Edit** | Click here to edit the budget in Report Designer. See [Edit budget template](./../edit-budget). | |  | **Assign** | Click this button to assign the budget template to one or more users. See [Assign budget template](./../assign-budget). | |  | **Delete** | Click here to delete the most recent version of the budget template. | |  | **Export to Excel** | Click here to export the budget to Excel. | |  | **Log** | Click here to view the budget history. See [View budget history](./view-budget-history). | |  | **Close** | Click here to close the budget template. If you have made any changes to the budget template, a dialog will ask you to confirm. | See also: [Drilldown and voucher view](./../../archive/report/drilldown-and-voucher-view) NEXT: /onestopreporting/help/budgeting/report/run-budget page 2025-05-27T09:08:46+02:00 # Run budget template To add data to a new budget template or update an existing budget template with new data, you must run the budget template. To do so: 1. Open the budget template using one of these methods: - Click on the budget template thumbnail. - Select the budget template from the list, and click on the **three dots** , on the bugeting card. Choose **Open** from the dropdown list. - Click the budget template in the list. 2. Click  to select/edit the relevant parameters for the budget template. 3. Click **Run**. The budget template is updated. Se also: [Drilldown and voucher view](./../../../archive/report/drilldown-and-voucher-view) /onestopreporting/help/budgeting/report/edit-budget-data section 2025-05-09T10:42:10+02:00 # Edit budget data > [!TIP] Above the spreadsheet, you can see the time the spreadsheet was updated. - Summary cells (bold text) cannot be edited. - Grey cells contain Line Item Details or values from the database, and cannot be edited. Click **Save data** to save your work. The data is saved to the budget table. To access additional editing options, click the arrow next to **Spreading and Line item details** at the bottom of the spreadsheet. Click  in the upper right corner to access the **Spreading** and **Adjusting** functionality. - [Spreading](./spreading): Instead of manually entering data, you can use the **Spread** function to enter calculated values based on the total amount you want to be distributed across the cells in a row. - [Adjusting](./adjusting): You can use **Adjust** to increase or decrease an amount by a number of units or a percentage. - [Line item details](./add-line-item-details): You can use this function to specify additional details on the same dimension value (row). You can, for instance, specify a detailed list of expenses on the same account. /onestopreporting/help/budgeting/report/edit-budget-data/spreading page 2025-05-09T10:42:10+02:00 # Spread function Instead of manually entering data, you can use the **Spread** function to enter calculated values based on the total amount you want to be distributed across the cells in a row. You can, for example, spread 24000 across 12 periods (months) using the distribution rule **Even**, so the value of each cell in a 12 month period is set to 2000. The default distribution rule is **Even**, but you can create [custom distribution rules](../../../../administration/periodic-keys/) to spread the amount differently. You can also use spread based on the comparable data set up in the budget template. For more information, see the **Define Comparable data** section in [Create budget template in Report Designer.](../../../create-budget-template-in-report-designer) > [!TIP] This method can also be used to spread an amount across a line item detail. See [Add line item details](../add-line-item-details). To spread an amount across a row (main line): 1. In the open budget template, click any cell in the row you want to edit. 2. Click the arrow next to **Spreading and Line item details** at the bottom of the spreadsheet. The name and row number of the selected row is displayed at the top of the **Spreading** pop-up window. 3. If the **Spread** function is not visible, click  in the top-right corner of the **Spreading** pop-up window. 4. Enter the amount in the **Spread amount** field. 5. Select a rule in the **Using distribution rule** list. 6. (optional) Select a line item detail. See [Add line item details](../add-line-item-details). 7. Click **Spread**. The amount is spread across the row according to the selected rule. 8. (optional) Repeat steps 4-7 to spread additional amounts across other line items. /onestopreporting/help/budgeting/report/edit-budget-data/adjusting page 2025-05-09T10:42:10+02:00 # Adjust function An alternative to the **Spread** function, is the **Adjust** function. You can use **Adjust** to increase or decrease an amount by a number of units or a percentage. > [!TIP] This method can also be used to spread an amount across a line item detail. See [Add line item details](./../add-line-item-details). To adjust the amounts across a row (main line): 1. In the open budget template, click any cell in row you want to edit. 2. Click the arrow next to **Spreading and Line item details** at the bottom of the spreadsheet. The name and row number of the selected row is displayed at the top of the **Spreading** pop-up window. 3. If the **Spreading** function is not visible, click  in top-right corner. 4. Click **Adjust**. 5. Select the base line in the **Based on** list (usually **Main line**). 6. In the **Adjust each value by field**, do one of the following: - Enter a percentage (positive or negative) and click the **%** button. Note: This will not work if the Main line is empty. - Enter an amount (positive or negative) and click **Units**. 7. (optional) Select a line item detail. See [Add line item details](./../add-line-item-details). 8. Click **Adjust**. The amount is adjusted across the row. /onestopreporting/help/budgeting/report/edit-budget-data/add-line-item-details page 2025-05-09T10:42:10+02:00 # Add line item details The **Line item details** function is found in the **Spreading** pop-up window. You can use this function to specify additional details on the same dimension value (row). You can, for instance, specify a detailed list of expenses on the same account. To add a line item detail to a row: 1. In the open budget template, click any cell in the row you want to edit. 2. Click the arrow next to **Spreading and Line item details** at the bottom of the spreadsheet. The name and row number of the selected row is displayed at the top of the **Spreading** pop-up window. 3. Click the first cell in the **Description** column under **Line item details**. 4. Enter a name for the line item detail. 5. Click **ENTER** to add another line item detail. You can enter as many line item details as you want. 6. Enter values in the cells in the rows, or use the [**Spread**](../spreading) or [**Adjust**](../adjusting) functions. The values in the columns are summarized on the **Main line** at the top. 7. (optional) Select a cell and enter a comment in the **Line item detail comment** field.  Line item details are indicated by comments in the cells.  > [!NOTE] When using the *Line item details* function, the main line is locked from any further data entry. This prevents inconsistencies between the total detailed amount and the number shown in the form's cell. /onestopreporting/help/budgeting/report/view-budget-history page 2024-08-07T11:22:23+03:00 # View budget history You can view the history of a budget template to see when it was last generated and what parameters were used. In order to do so: 1. Open a budget template. 2. Click  **Log**. The **Log** dialog opens with a list of previously run budget templates. /onestopreporting/help/budgeting/assign-budget page 2025-05-27T09:08:46+02:00 # Assign budget template You can assign users to fill in the budget template. You can predefine the parameter values when assigning a budget template to each user (such as company or department) or let the user decide. > [!NOTE] The provides a more advanced way of handling assignments, including review/approver steps and status overview. 1. Click **Budgeting**. 2. Select the budget template you want to assign. Only published budget templates can be assigned. 3. Click on the **three dots**  at the top right of the Budget card. 4. Choose  **Assign** from the drop down list. The **Assign budget** dialog is displayed. 5. Select the relevant parameters, or select **Let the user decide** to let the users select the relevant parameter values. NOTE: If you use the Let the user decide option, the user will only get the parameter values they are authorized to see. Refer to [Set permissions and data access for a user](../../management/users/add-company-access-for-multiple-users). 6. Select the users to whom you want to assign the budget template: - **Add users from roles**: Click this option to select all users from a role. - **Add user**: Click this option to select individual users. Start typing a name to search or click the arrow button to show a list of users. - Click  **Remove** in the **Selected users** list to remove individual users. 7. Click **Assign** when you are done. The budget template is assigned to the selected users, and they will receive an assignment. See [Assignment](../../assignments). To view all assignments for a budget template, select the budget template and click  **Assignments**. You can also delete assignments for individual users, but you should first verify that the users have not started working on the budget template. /onestopreporting/help/budgeting/duplicate-budget page 2025-05-27T09:08:46+02:00 # Duplicate budget template To duplicate a budget template: 1. Click **Budgeting**. 2. Select a budget template. 3. Click on the **Three dots**  at the top right of the Budget card. 4. Choose  **Duplicate**. from the drop down list. The **Duplicate budget** dialog is displayed. 5. Enter a name for the new budget template. 6. Click **Duplicate**. The budget template is copied and added to the list with the same status (draft or published) as the original budget template. > [!TIP] If you have () selected a [category](./../manage-categories-in-budgeting) or categories when you duplicate a budget template, the duplicated budget template will automatically be added to that category or categories. /onestopreporting/help/budgeting/publish-budget page 2025-05-27T09:08:46+02:00 # Publish budget template Select a budget template with **Draft** status () in the list. **Or** open a budget template with **Draft** status (), and click the **Three dots**  Choose  **Publish** from the drop down list. The budget template will now be "official". You can now assign the budget template to other users. /onestopreporting/help/budgeting/manage-categories-in-budgeting page 2025-05-27T09:08:46+02:00 # Manage categories in Budgeting Use categories to organize your templates, making them easy to locate and identify. You can create private categories for your personal use or share the categories with your colleagues. Categories can be organized in a two-level hierarchy to support a logical structure. **Example**: Create a \"Sector\" category with sub-categories \"Public\" and \"Private\". ### Categorize templates > [!NOTE] Assigning a template to a category will make the template visible to other users as soon as it is published. 1. Click **Budgeting**. 2. Select the budget templates or packages you want to categorize. 3. Click on the **three dots**, or the **Actions** button (if you want to categorize multiple budget templates at the same time)  4. Choose  **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 the [**Search & filter**](../../search-filter)bar. ### Create category 1. Click **Budgeting**. 2. Go to the **Categories** section in the [**Search & filter**](../../search-filter) bar. 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 can not, however, share your categories with other people. In order to share a category: 1. Click **Budgeting**. 2. Go to the **Categories** section in the [**Search & filter**](../../search-filter) bar. 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 **Budgeting** screen. They will also see the report templates in the shared category and sub-categories. > [!NOTE] A budget 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 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. /onestopreporting/help/assignments section Includes budgets that you can work on. 2024-08-02T13:54:26+02:00 # Assignments Includes budgets that you can work on. **Assignments** contain your budget forms for you to work on. Assignments can be assigned to you from the or directly . An assignment can contain multiple budgets to work on. **There are two sections in Assignments:**  | | | |----|----| | | | | **1** | **Generate assignment cards:** If the assignment allows you to select parameters for the budget, you can [generate assignments](./assignment) from the assignment cards on top. You can generate as many budget assignments as you need. **NOTE:** If the user assigning the budget to you has set all parameters for the budget, you will not see the **Generate assignment** cards. Therefore, you will only see the **Generate assignment** cards if the assignment is created with the **Let user decide** option. | | **2** | **Assignment list:** Here you find your [assignments to work on](./budgetassignment). | **Next:** /onestopreporting/help/assignments/assignment page 2025-05-09T10:42:10+02:00 # Generate assignments **This step is only applicable if the assignment allows you to select the budget parameters.** > [!NOTE] For assignments with **Let the user decide** parameters, you can generate as many budget assignments as you need. > [!NOTE] If the assignment has a start date in the future, you will see the start date on the *Create assignment* card. You must wait until the start date before you can generate an assignment.  To open the assignment and work on the budget: 1. On the *Create assignment* card you want to work on, click **Open**. 2. Select the relevant parameters. If the parameter fields are grayed out, the person who created the assignment has already defined these parameters. They cannot be changed. 3. In the top right corner, click **Create assignments**. The assignment is now added to the *Assignments* list and you can work with your assignment.  **NOTE:** Under **assignments**, you can view assignments and parameters for previously created assignments.  Next: [Work with assignments](../budgetassignment) /onestopreporting/help/assignments/budgetassignment page 2025-05-09T10:42:10+02:00 # Work with assignments Assignments that are assigned to you from the **Workflow** or **Budgeting** module, are displayed in the **Assignments** list. To open and edit the budget: 1. Click **Assignments**. 2. In the **Assignments** list, click on the budget you want to open and edit. 3. (if applicable) Select the relevant parameters. If the parameter fields are gray, the person who created the assignment has already defined these parameters. They cannot be changed. 4. Click **Run** to update the spreadsheet with updated data. **NOTE:** You can use [Drilldown and voucher view](./../../archive/report/drilldown-and-voucher-view). 5. Edit the budget. See [Edit budget data](./../../budgeting/report/edit-budget-data) for more information about the available editing options. 6. Click **Save data** to save your work. 7. (if the assignment is part of a workflow) Click **Complete assignment** when you are finished. > [!NOTE] Your finished assignments are saved under *Completed assignments*. To see your completed assignments, you need to filter on *Show completed assignments*.  ## Use the Activity log You can use the activity log to add or view comments about the budget. This can be useful when the workflow includes a reviewer and/or an approver. 1. Click  on the **Activity log** bar. By default, all activities (states and comments) are displayed. - Click **Statuses** or **Comments** to filter the activities list. - Enter text in the search field to search for comments or states. The list is automatically updated. 2. Enter text in the textbox and click **Add** to add a comment to the budget template. ## View the status of a workflow in progress To view information about the workflow; - On the assignment, click  **Options.** Here you can monitor the progress of the workflow.   The **Workflow Status** pane provides the following information: - Name of the budget. - Name of the person who started the workflow. - Current status of the workflow with a list of tasks assigned to the workflow participants. - Parameters for the budget. - At the bottom, you find your progress in the workflow. /onestopreporting/help/data-manager section Create OSR budget scenario, edit budget data, and add supplementary information to dimensions. 2024-08-02T13:54:26+02:00 # Data Manager Create OSR budget scenario, edit budget data, and add supplementary information to dimensions. **Data Manager** allows you to: - Edit budget data. - Add information to the existing ERP system dimensions, such as Account, Employee, etc. - Create new dimension values to the OSR dimension, such OSR Scenario, OSR Transaction Type, etc. /onestopreporting/help/data-manager/index section 2025-05-09T10:42:10+02:00 # Data Manager **Data Manager** allows you to: - Edit budget data. - Add information to the existing ERP system dimensions, such as Account, Employee, etc. - Create new dimension values to the OSR dimension, such OSR Scenario, OSR Transaction Type, etc. 1. Click  **Select company** and choose from the list. 2. Click **Factset** or **Dimension** to expand the lists. 3. Select a factset (  ) or dimension (  ) to view the available fields. 4. Click  **Refresh** to populate the table with data. 5. In the field list on the left-hand side, you have the following options: - Deselect (  ) a field to hide it in the table. - To change the order of the fields/columns, click  next to a field and drag it to another position. - Click **+** next to a field name to add it to the table header to add a filter. You can add multiple filters. 6. Edit the table - Some columns are linked to lists, where you can select a value. - Some columns (such as "changed date") cannot be edited. These columns are usually gray. Editable columns are white. - (only for Factsets and OSR dimensions) Click  **Add row** and  **Delete rows** to add or remove rows from the table. 7. Use the **Pinned** value field to pin/freeze one or more columns in the table. Pinned columns will always be visible when you scroll horizontally. 8. Click  **Save** when you are done. > [!WARNING] Be careful when you edit or delete Factsets data, because the changes cannot be undone. /onestopreporting/help/data-manager/index/create-new-budget-scenario page 2025-05-09T10:42:10+02:00 # Create new budget scenario Before you start the budgeting or forecasting process, you must create a scenario. The data you enter in the budget will be stored to this scenario. You can create as many scenarios as you like. You can use scenarios to create different versions of next year\'s budget, for example, if you like to create high, medium and low budget scenarios. 1. Click **Data Manager**. 2. Click  **Select company** and select from the list. 3. Open the **Dimensions**. 4. In the **Dimensions** list, click **OSR Scenario**. 5. Click  **Add row**. 6. In the new row, fill in these columns; - - **OSR Scenario:** Enter a scenario code (can be numbers or letters). - **Scenario Name:** Enter a scenario name. > [!TIP] The scenario code and name will appear when you are using the Lookup for a budget. - Click  **Save**. /onestopreporting/help/datahub section In the Import Data module, you can create and manage Importjobs, and view import logs 2024-11-18T15:24:36+01:00 # Import Data (cloud) In the Import Data module, you can create and manage Importjobs, and view import logs The following options are available in the menu: - **Status**: View ongoing and completed data import jobs. - **Data Import Jobs**: Create and manage data import jobs. See [Creating a Data Import Job](./jobs). Before you can import the data, the ERP system might require additional setup procedures. **Data connections must be created in Administration** See [Creating a Connection](../management/Data-connections/) /onestopreporting/help/datahub/jobs page 2025-05-09T10:42:10+02:00 # Create a data import job A data import job specifies what data you want to import into the Portal. You can also set a data import job to run on a specific schedule. > [!IMPORTANT] This procedure assumes that you have already [set up a connection to your ERP system](./../connectors). | | | | |:--:|:---|----| | **Button** | **Name** | **Description** | |  | **Run** | Click to run the selected import job manually. The job starts immediately and the status is automatically updated. | |  | **View log** | Click to view the details for the selected job. See the procedure [View data import log](./../view-data-import-log) for details. | |  | **Edit** | Click to edit the selected job. See the procedure [Edit data import job](./../edit-data-import-job) for details. | |  | **Delete** | Click to delete the selected job. | |  | **New** | Click to create a new job. See the procedure below for details. | > [!NOTE] There are three default import jobs in your portal: 1. Data import from the beginning. (This import job is run one time the first time you log on to the Portal.) 2. Data import from the beginning of the year. (You can manually run this job when needed.) 3. Data import from the last 40 days\*. (This job is scheduled to run every night.) In addition to these default jobs, you can create your own import jobs by clicking the  **New** button. ------------------------------------------------------------------------ > [!NOTE] For **24SevenOffice**, **VismaNet**, **Visma Business NXT** and **Visma Project Management**, the number of days for *scheduled* jobs is set to 5. ------------------------------------------------------------------------ #### To create a new import job 1. Click **Import data**. 2. Click **Data import jobs**. Existing import jobs are displayed in the list. 3. Click  **New**. The **Select connection** dialog is displayed. 4. Select a connection. 5. Click **Next**. The **Select companies** dialog is displayed. 6. Select () one or more companies. 7. Click **Next**. The **Select data** dialog is displayed. 8. Select data to import. Please note that the import will take more time if you select many fields and a long period. - Select the period from which you want to import data. **NOTE:** If you want to schedule the data import job, you must select the *Days* option and select an interval from 0-100 days. - Select the data set(s) you want to import. 9. Click **Next**. 10. Enter a name and description for the job. To make it easier to identify this job in the job list, you should include the data set(s) and the period in the job name or description. Example: \"General ledger transactions - Last year\" 11. If you want the job to run automatically at specific intervals, you can specify this under **Schedule job at**. **NOTE**: The scheduling option is only available if you selected the *Days* option and the number of days is no more than 100 (5 days for **PowerOffice GO**, **24SevenOffice**, **Visma.net**, **Visma Business Cloud** and **Visma Project Management**). Large jobs should generally be scheduled when few people are working in the system (nights/weekends). Scheduled jobs are indicated with  in the job list. 12. Click **Save** if you want to run the job later. The job is added to the list with status **New**. Optional: Select the job in the list and click **Run**. 13. Click **Save and run** to run the job now. The job is added to the list, and initially, the status is **Waiting**. When you run a job, the status is updated automatically (**Waiting** - **Processing** - **Succeeded**). Click **View log** () to see the progress of the job. See the procedure [View data import log](./../view-data-import-log) for details. > [!TIP] If a data import job fails, the owner of the job will receive a notification. **NEXT**: Go to [Reporting](./../../live-reporting) to create a report template. /onestopreporting/help/datahub/edit-data-import-job page 2024-08-07T11:22:23+03:00 # Edit a data import job ### Edit data import job 1. Click **Import data**. 2. Click **Data import jobs**. Existing import jobs are displayed in the list. 3. In the list, click the data import job you want to edit. 4. Click  **Edit**. 5. In the **Select Company** dialog box, select the company. 6. In the **Select Data** dialog box, take these actions: - In the **Import Data From** drop-down menu, select the period. - In the **Name** list, select () the items you want to include in the import job. 7. In the **Save** dialog box, take these actions: - In the **Name** field, you can change the name for the import job. - In the **Description** field, you can enter a description for the import job. - Under **Schedule job at**, you can set a time for the import job. **NOTE:** This option is only available if you selected the *Days* option and the number of days is no more than 100. 8. Click **Save** if you want to run the job later. Click **Save and run** to run the job now. /onestopreporting/help/datahub/view-data-import-log page 2025-05-09T10:42:10+02:00 # View a data import log ### View data import job log 1. Click **Import data**. 2. Click **Data import jobs**. Existing import jobs are displayed in the list. 3. In the list, click the data import job. 4. Click  **View log**. 5. Click the **Show details** drop-down menu to see details. 6. Use the scrollbar to scroll to the right to see the status of your items. 7. Hover over the red cross on the endpoints that have failed to get a more detailed error message. In the example below, a data import job has *Partially succeeded*, and you can see that the *Invoice Order* dimension failed.  > [!TIP] If your data import job fails, try to  *Run* it again. /onestopreporting/help/management section Manage 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: /onestopreporting/help/management/data-connections section 2025-05-09T10:42:10+02:00 # 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 on the **Actions** button, 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 on the **Actions** button, 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 on **Actions** 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. - **Last 360 Days:** Imports data from the last 360 days. - **Nightly Import the Last 5 Days:** Imports data every night from the last 40 days. /onestopreporting/help/management/data-connections/data-connection section Manage data connections to local (On-prem) ERP systems. 2025-05-09T10:42:10+02:00 # 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. /onestopreporting/help/management/data-connections/data-connection/install-cloud-agent section 2025-05-09T10:42:10+02:00 # 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.  /onestopreporting/help/management/data-connections/data-connection/install-cloud-agent/move-onestop-reporting-cloud-agent-to-another-machine page 2025-05-09T10:42:10+02:00 # 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. /onestopreporting/help/management/data-connections/data-connection/create-connection-for-on-premise-erp-systems page 2025-05-09T10:42:10+02:00 # 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 Actions button, 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* /onestopreporting/help/management/data-connections/getdata section 2024-11-18T15:24:36+01:00 # Create Data Connection Cloud /onestopreporting/help/management/data-connections/getdata/opprette-integrasjon-mot-24sevenoffice page 2025-05-09T10:42:10+02:00 # Create integration with 24SevenOffice 1. Go to **Administration** in the OSR portal. 2. Click **Connections**. 3. Click **Actions** 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. /onestopreporting/help/management/data-connections/getdata/opprette-integrasjon-mot-xledger page 2024-11-28T14:29:41+01:00 # Create integration with Xledger ****In OneStop Reporting, go to Administration \> Connections \> Click Actions \> Select 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.  /onestopreporting/help/management/data-connections/getdata/opprette-integrasjon-mot-visma-net page 2025-05-09T10:42:10+02:00 # 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 on the Actions button, 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.** /onestopreporting/help/management/data-connections/getdata/opprette-integrasjon-mot-tripletex page 2024-12-05T13:00:38+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 **Handlinger**, 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. /onestopreporting/help/management/data-connections/getdata/opprette-integrasjon-mot-poweroffice-go page 2024-11-28T14:29:41+01:00 # 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**.  /onestopreporting/help/management/data-connections/getdata/create-a-connection-to-cw page 2025-03-18T08:55:57+01:00 # Create a connection for Contracting Works ## Opprette integrasjon mot 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 Handlinger 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!  /onestopreporting/help/management/data-connections/getdata/create-connection-to-visma-eaccounting page 2024-11-28T14:29:41+01:00 # Create connection to Visma eAccounting 1. Go to **Administration** in the OSR portal. 2. Click **Connections**. 3. Click **Actions** and select **Create Connection**. 4. Select **eAccounting**. 5. Select **Visma eAccounting** as your connection and click **Next** 6. Create a name for your connection, such as *eAccounting*. 7. Click **Connect to Visma eAccounting**. 8. Enter your eAccounting password and name. 9. In the **OneStop Reporting is requesting your permission** dialog box, leave the default check boxes selected and click **Yes, Allow**. 10. In the **Connect to Visma eAccounting** dialog box, click **Next**. 11. Select () the companies you have data access to and click **Finish*.*** **You are now connected to your Visma eAccounting data.** /onestopreporting/help/management/units section 2024-08-02T13:54:26+02:00 # Manage clients and units Clients are managed in **Administration** on the **Units** tab. Tasks you can perform on the **Units** tab: /onestopreporting/help/management/units/change-client-levels page 2025-05-09T10:42:10+02:00 # Change client levels 1. Go to **Administration**. 2. Go to the **Units** tab. 3. Select ✅ a client or multiple clients. 4. Click **Actions** \> **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. /onestopreporting/help/management/units/create-a-new-tenant page 2025-05-09T10:42:10+02:00 # 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 **Actions** \> **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. /onestopreporting/help/management/units/move-client page 2025-05-09T10:42:10+02:00 # 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 **Actions** \> **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. /onestopreporting/help/management/units/create-new-subgroups page 2025-05-09T10:42:10+02:00 # 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 **Actions** \> **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 **Actions** \> **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. /onestopreporting/help/management/units/delete-clients page 2025-05-09T10:42:10+02:00 # 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 **Actions** \> **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. /onestopreporting/help/management/units/delete-group page 2025-05-09T10:42:10+02:00 # Delete group 1. Go to **Administration**. 2. Go to the **Units** tab. 3. Select ✅ a group or multiple groups. 4. Click **Actions** \> **Delete groups**. > [!NOTE] If a group contains content, you cannot delete it, and you must remove group content, before you can delete before you delete the content such as : > Subgroups, clients, users, and distributed reports /onestopreporting/help/management/companies section 2025-05-09T10:42:10+02:00 # 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 **Actions.** 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 /onestopreporting/help/management/companies/add-free-text-information-to-a-company page 2024-08-02T13:54:26+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. /onestopreporting/help/management/users section 2024-08-02T13:54:26+02:00 # 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 | ------------------------------------------------------------------------ /onestopreporting/help/management/users/add-users page 2025-05-09T10:42:10+02:00 # Add users 1. Click **Administration**. 2. (If applicable) Click on top, group, or client level. 3. Go to the **Users** tab. 4. Click **Actions** \> **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. /onestopreporting/help/management/users/edit-users page 2025-05-09T10:42:10+02:00 # 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**. /onestopreporting/help/management/users/change-user-levels-for-multiple-users page 2024-08-02T13:54:26+02:00 # Change user levels 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 **Actions** \> **Change user levels**. **NOTE:** You can see which users you selected by clicking on the blue text. 6. Select the user level from the list. 7. Click **Change**. /onestopreporting/help/management/users/change-ownership-of-content section 2025-05-09T10:42:10+02:00 # 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. /onestopreporting/help/management/users/change-ownership-of-content/move-conent-to-another-user page 2025-05-09T10:42:10+02:00 # 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 **Actions** \> **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. /onestopreporting/help/management/users/change-ownership-of-content/receive-content-from-another-user page 2024-08-07T11:22:23+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. /onestopreporting/help/management/users/user-types-and-licenses page 2024-09-03T15:59:28+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:  /onestopreporting/help/management/users/add-company-access-for-multiple-users page 2024-08-02T13:54:26+02:00 # 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 **Actions** \> **Add company access**. 6. Select company. **NOTE:** You can see which users you selected by clicking on the blue text. 7. Click **OK**. /onestopreporting/help/management/users/assign-roles-for-multiple-users page 2024-08-02T13:54:26+02:00 # 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 **Actions** \> 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**. /onestopreporting/help/management/users/set-permissions-and-data-access-for-a-user page 2024-08-02T13:54:26+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**.  /onestopreporting/help/management/users/delete-users page 2025-05-09T10:42:10+02:00 # 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 **Actions** \> **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). /onestopreporting/help/management/users/search-for-and-filter-users page 2025-05-09T10:42:10+02:00 # 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. /onestopreporting/help/management/roles section 2024-08-02T13:54:26+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. /onestopreporting/help/management/roles/create-roles page 2025-05-09T10:42:10+02:00 # 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 **Actions.** 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) /onestopreporting/help/management/roles/user-roles-and-report-labels page 2025-05-09T10:42:10+02:00 # 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. /onestopreporting/help/management/customer-settings section 2025-05-09T10:42:10+02:00 # 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. /onestopreporting/help/management/customer-settings/reset-multi-factor-authentication page 2024-08-07T11:22:23+03:00 # Reset Multi-Factor Authentication If a user has lost the device on which they had the authenticator app, an administrator in OneStop Reporting must reset their Multi-Factor Authentication to be able to change the device. The administrator must perform the following steps: 1. Click **Administration**. 2. Click the **Users** tab. 3. Click the user. 4. Under **Details**, next to **MFA**, click **Reset**. **WARNING:** Make sure you have verified the true identity of this user before you continue, as email and text messages may be spoofed. The user will receive an email with a link to reset the Multi-Factor Authentication back to default\*. \*For users without a **Require Multi-Factor Authentication** policy, Multi-Factor Authentication is disabled, and these users must enable the option in [User Settings](../../../user-settings/my-profile/enable-multi-factor-authentication). \*For users with a **Require Multi-Factor Authentication** policy, the next time the user logs on to OneStop Reporting, he or she must set up Multi-Factor Authentication again. /onestopreporting/help/management/customer-settings/multi-factor-authentication page 2024-09-26T13:22:47+02:00 # Multi-Factor Authentication Multi-Factor Authentication (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) ------------------------------------------------------------------------ ## How can I get MFA in OneStop Reporting? In OneStop Reporting, users can set up MFA from their user settings. In addition, administrators can enforce an MFA policy for all end users. See the user procedures below for more information: - [User enables and sets up Multi-Factor Authentication](../../../user-settings/my-profile/install-and-set-up-authenticator-app) ------------------------------------------------------------------------ ## User procedures ------------------------------------------------------------------------ ## (Option 1) ### Administrator at top level enables Multi-Factor Authentication (MFA) policy for all users {#Option-1} 1. Go to **Administration** 2. Go to the **Customer settings** tab. 3. Under **Security settings**, click ✏️ **Edit**. 4. Under **Portal sign-in**, select ✅ the **Multi-factor authentication** checkbox.  **Multi-Factor Authentication (MFA) policy is now enabled for this organization. All users must use MFA to sign into the underlying tenants and groups.** ### User sets up MFA If your administrator has enabled a Multi-Factor Authentication (MFA) policy for your organization, you will receive a message: *Your organization\'s security policy requires you to set up Multi-Factor Authentication (MFA) for your account.* 1. Click **Next**. 2. Install an authenticator app on your mobile device. **NOTE:** You can, for example, use *Microsoft Authenticator* or *Google Authenticator*. 3. Scan the image on the screen into your authenticator app. **NOTE:** If you cannot scan the image, you can enter the code you see under **If you are unable to scan...**. 4. In the **Code** field, enter the code from your authenticator app. 5. Click **Verify**.  You have now set up MFA for your OneStop Reporting user profile. The next time you sign in to OneStop Reporting portal, you must enter your username and password, and then enter a verification code from your authentication app. ### 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. ## (Option 2) ### User enables and sets up Multi-Factor Authentication {#Option-2} 1. In the upper right-hand corner, click **User options** \> **My Profile**. 2. Under **Security**, turn  on the **Enable Multi-Factor Authentication** switch. 3. Install an authenticator app on your mobile device. **NOTE:** You can, for example, use *Microsoft Authenticator* or *Google Authenticator* from Google Play or App Store. 4. Scan the image on the screen into your authenticator app. **NOTE:** If you cannot scan the image, you can enter the code you see under **If you are unable to scan...**. 5. In the **Code** field, enter the code from your authenticator app. 6. Click **Verify**. You have now set up MFA for your OneStop Reporting user profile. The next time you sign in to OneStop Reporting portal, you must enter your username and password, and then enter a verification code from your authenticator app. **If you want to see a video on how to set up MFA on your account, click [here](https://youtu.be/Jb1dXdrOUNI).** ### 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. ------------------------------------------------------------------------ /onestopreporting/help/management/search-for-clients-companies-users-and-roles page 2025-05-09T10:42:10+02:00 # 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. /onestopreporting/help/management/usage page 2024-08-07T11:22:23+03:00 # 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**. /onestopreporting/help/distribution page Distribution offers simple administration of report templates. 2025-05-09T10:42:10+02:00 # Distribution Distribution offers simple administration of report templates. The **Distribution** page offers easy management of report templates. You can move or copy custom report templates between clients with just a few clicks, or you can choose to show or hide OneStop Reporting's custom report templates. > [!IMPORTANT] You need to be a top or group level administrator to see the *Distribution* page. ## Overview: Distribution ### OneStop Reporting, top, group, and client levels On the left-hand side of the page, you will see your tree structure and is the same as on the **Administration** page. Note that what you see here depends on your administrator rights. At the very top, you will see the OneStop Reporting level, which is where you find OneStop Reporting standard report templates. This level is only visible to top-level administrators. > [!WARNING] Start level clients are not shown in the tree structure and they can only receive report templates distributed from the top (customer) level or the standard reports from OneStop Reporting. 1. OneStop Reporting standard reports 2. Top level 3. Group level 4. Client level ### See which reports you have distributed The reports shown to the right are distributed reports that are distributed from that specific level.  *Reports distributed to the "North" group are in turn distributed to the clients in the group.* ### Where can I see where reports are distributed from? In **Reporting**, you can see where your reports are distributed from.  ## Distribute reports to the top (customer) level By distributing reports to the top level, you distribute the report(s) to *all* clients under that level. > [!IMPORTANT] Only administrators at the top (customer) level can distribute reports to *all*clients. 1. Click **Distribution.** 2. In the tree structure, click the top level. 3. Click the **Import** button. 4. In the **Import from** list, select the client or group you want to distribute the reports from. 5. (If not already selected.) In the **Import to** list, select the customer (top level) you want to distribute reports to. 6. In the **Templates** list, select  the report template(s) you want to distribute. **NOTE**: By performing this action, you will remove or replace the report(s) from the source client or group and there will only be one version of the report(s). The report is now owned by the target destination which in this case is the top level (customer). Any changes made to the report(s) will be reflected in all clients that have this report. If you would instead like to have copies, you can select the **Import copies** checkbox to create copies. In this instance, there will be two versions of the report(s) and they are not connected. This means that any changes to one of them will not be reflected in the other one. 7. Click **Import**. 8. Are **you sure you want to move report?** dialog, click **Confirm**. > [!TIP] You can see which clients you are distributing the report(s) to by clicking the blue *client*text. > Keep in mind that reports distributed to the Top (customer) level are automatically distributed to Start level clients, even though you cannot see these in the *Import to*list. ## Distribute reports to the group level By distributing reports to the group level, you distribute the report(s) to *all* clients under the group level. > [!IMPORTANT] You need to be a top-level administrator or *Group administrator*to see the *Distribution* page. 1. Click **Distribution.** 2. In the tree structure, click the group you want to import reports to. 3. Click the **Import** button. 4. In the **Import from** list, select the level you want to import reports from. 5. (If not already selected.) In the **Import to** list, select the group you want to distribute reports to. 6. In the **Templates** list, select  the report template(s) you want to distribute. **NOTE**: By performing this action, you will remove or replace the report(s) from the source client or group and there will only be one version of the report(s). The report is now owned by the target destination which in this case is the group you selected to import to. Any changes made to the report(s) will be reflected in all clients that have this report. If you would instead like to have copies, you can select the **Import copies** checkbox to create copies. In this instance, there will be two versions of the report(s) and they are not connected. This means that any changes to one of them will not be reflected in the other one. 7. Click **Import**. 8. In the **Are you sure you want to move report?** dialog, click **Confirm**. > [!TIP] You can see which clients you are distributing the report(s) to by clicking the blue *client*text. Keep in mind that reports distributed at the group level are not distributed to Start level clients, as they can only get reports from the top level. ## Distribute reports to the client level By distributing reports to the client level, you move the report(s) to *those specific*clients. > [!IMPORTANT] You need to be a top-level administrator or *Group administrator*to see the *Distribution* page. 1. Click **Distribution.** 2. In the tree structure, click the client you want to import reports to. 3. Click the **Import** button. 4. In the **Import from** list, select the level you want to import reports from. 5. (If not already selected.) In the **Import to** list, select the client you want to distribute reports to. 6. In the **Templates** list, select  the report template(s) you want to distribute. **NOTE**: By performing this action, you will remove or replace the report(s) from the source client or group and there will only be one version of the report(s). The report is now owned by the target destination which in this case is the client you selected to import to. If you would instead like to have copies, you can select the **Import copies** checkbox to create copies. In this instance, there will be two versions of the report(s) and they are not connected. This means that any changes to one of them will not be reflected in the other one. 7. Click **Import**. 8. In the **Are you sure you want to move report?** dialog, click **Confirm**. > [!TIP] You can see the client you are distributing the report(s) to by clicking the blue *client* text. ## Delete report templates 1. Click **Distribution.** 2. In the tree structure, select the level you want to delete the report template from. 3. In the **Templates** list, select  the report template(s) you want to delete. 4. Click **Delete**. 5. In the **Delete report confirmation** dialog, click **Yes**. /onestopreporting/help/dashboards page Dashboards include a set of predefined dashboards that provide you with an overview of the company's financial situation. 2025-05-09T10:42:10+02:00 # Dashboards Dashboards include a set of predefined dashboards that provide you with an overview of the company's financial situation. **Dashboards** include a set of predefined dashboards that provide an overview of the company's financial situation. Dashboards are available for most companies and follow the Chart of accounts defined in OneStop Reporting. Chart of accounts is not available for customers in all countries, and hence those will not have dashboards available. > [!IMPORTANT] The language in dashboards follows the country set up for the company you are in. This can be found under the company tab in Administration. Access to dashboards is granted as a right in a role. Users who have access to the role will also have access to dashboards. There are three categories\* of dashboards: - Profit & Loss - Balance - Customers & Suppliers Make adjustments to the dashboards - **Change period for all dashboards:** In the top right corner, click **Period** and select period from the list. - **Change company for the dashboards**: In the top right corner, click **Companies** and select company from the list. - **See actual values:** Hover over the graphs. - **Drill down:** Click the graph and click the transaction data, such as General Ledger. - **Hide/Show data series in the chart:** In the Legend, click the period and select **Hide series** or **Show series** from the list. - **Change the dimension on your x-axis:** Click on the axis title below the chart and select dimension from the list, such as *Department*. - **Move the legend:** Click in the upper right corner of the legend and drag to the desired position. - **Hide/Show legend:** Click **Options** (three dots) and select **Hide/Show legend**. - **See chart as table:** Click **⁝ Options** (three dots) and select **View as table**. - **Download chart as SVG or CSV:** Click **⁝ Options** (three dots) and select **Download SVG** or **Download as CSV**. /onestopreporting/help/user-profile section Messages enable you to know when certain events occur in OSR Portal. 2024-08-02T13:54:26+02:00 # Notifications Messages enable you to know when certain events occur in OSR Portal. The **Notifications** functionality allows you to know when certain events occur in the **OSR Portal**. For example, when someone shares a report with you, you will see a red circle on the **Notifications** button.  Click the link below for more information. /onestopreporting/help/user-profile/notification-settings page 2024-08-07T11:22:23+03:00 # Notifications The **Notifications** functionality allows you to know when certain events occur in the **OSR Portal**. For example, when someone shares a report with you, you will see a red circle on the **Notifications** button. - Click  **Notifications** to open the dialog box with information about your notifications. - Click a notification to see the full message. ## Notification settings In **Notification settings**, you can select how you would like to get your notifications; by email, in a banner in the Portal or on your mobile and devices. To access the settings; - Click  **Notifications**, then click  **Notification settings**. These settings have two levels; - The options under **Notifications** control all notifications, across all modules in the Portal. - The options under **Archive**, **Assignments**, **Import Data,** and **Publisher** control the notification settings for the specific modules. ### Enable email notification Email notifications are by default turned off. If you want to receive emails with your notifications, you must enable the **Email notification** functionality; 1. Click **Notification**. 2. Click the  **Notifications settings** menu option. 3. Under **Notifications**, turn on the  **Send me email** switch**.** ### Disable the notification banner The notification banner functionality is by default switched on. To disable; 1. Click  **Notification**. 2. Click the  **Notifications settings** menu option. 3. Under **Notifications**, turn off the  **Show notification banner** switch. /onestopreporting/help/report-designer section How to install Report Designer and get an introduction on how to design and run your own reports in Report Designer 2025-05-09T10:42:10+02:00 # Report Designer How to install Report Designer and get an introduction on how to design and run your own reports in Report Designer **OneStop Reporting Report Designer** is the report design application in OneStop Reporting. **Report Designer** is a full-blown Excel-based design tool enabling the user to create report and budget templates on top of their organization's data in the OneStop Reporting. OneStop Reporting users can create presentation-quality reports, such as financial statements, operational reports and KPI reports with charts, and graphical elements. Users can also execute reports from the **Report Designer**. To access **Report Designer** the users are required to have the user level *Design user*. ------------------------------------------------------------------------ > [!IMPORTANT] Report Designer: > Provides complete financial and operational report creation based on the familiar Microsoft Excel user interface. As long as a *data connection*to the ERP-system exists in the OneStop Reporting portal, users can use **OneStop Reporting Report Designer** to create reports on their organization's data. For further description of how to create a data connection to the ERP-system in the OneStop Reporting, please go to [Manage Data connection](../management/Data-connections/) /onestopreporting/help/report-designer/introduction section 2024-08-02T13:54:26+02:00 # Introduction Using **Report Designer**, you can create report and budget templates that other users can access, run and execute in OneStop Reporting. The **Report Designer** uses a familiar Microsoft Excel user interface and drag-and-drop functionality for creating high-quality templates. Furthermore, Excel formatting, calculations, and charts can be applied to the reports. With each execution of the report, you filter information based on the report parameters, making the reports dynamic. /onestopreporting/help/report-designer/introduction/connecting-to-the-osr-cloud page 2024-11-28T14:29:41+01:00 # Report Configuration When you create a new report from **OneStop Reporting**, you select the company you want to use when building your report. However, you can change this in the **Report Configuration** dialog box. *Figure: Report Configuration button on the OneStop Reporting tab* In the **Select data connection** dialog box, in the **Companies** drop-down menu, you can select from the available companies. *Figure: Select data connection dialog box* If no connection has been configured*,* a connection must be created in the **Administration** module in the **OneStop Reporting portal**. For information on how to create connections, see [Create a connection](../../../datahub/connectors). /onestopreporting/help/report-designer/introduction/report-designer-interface-2 section 2024-08-02T13:54:26+02:00 # Report Designer user interface The next sections give you an overview of the three components of OSR Report Designer: the **OneStop Reporting** Excel ribbon, the **Layout Editor** window, and the **Report Designer** menu.  | | | |-----|--------------------------------| | | | | 1 | OneStop Reporting Excel ribbon | | 2 | Report Designer menu | | 3 | Layout Editor window | /onestopreporting/help/report-designer/introduction/report-designer-interface-2/layout-editor page 2025-05-09T10:42:10+02:00 # Layout Editor The **Layout Editor** allows you to create, edit, and delete business rules when designing reports. Click the **Layout Editor** button  in the **OneStop Reporting** Excel ribbon to open this window. The **Layout Editor** is primarily used for managing filters, grouping/sorting and functions for cell, row, column, and sheet level business rules. The **Layout Editor** window contains the elements shown in the figure: *Figure: Layout Editor interface elements* ## Report Level (Sheet filters) (1) Selects the entire report so that rules (parameters) can be applied to the entire Excel report. ## Column/ Row Level (Column selections/Row selections) (2) You can select a column or row to create, edit, or delete business rules at the column or row level. > [!TIP] For more information about the property hierarchy, see [Property hierarchy](./../../../creating-reports/property-hierarchy). ## Data display settings (3) You can specify the settings for displaying the data in the report. | | | |----|----| | **Option** | **Function** | | *Expanding* | If selected, the report will list the details of dimensions and create what is known as an *expanding group;* that is, list each account rather than grouping the accounts together and displaying a total. Only available at row or column level. | | *Display blank records* | If selected, the report will display dimensions with blank records in the report; that is, if the checkbox is cleared, empty datasets will not be displayed. Only available at row or column level. | | *Limit* | If selected, the report will display dimensions with blank records in the report; that is, if the checkbox is cleared, empty datasets will not be displayed. Only available at row or column level. | ## Edit area for filters, grouping/sorting and period aggregation (4) In this area, you can specify settings for the [filters](./../../../creating-reports/layout-editor/filters), [grouping/sorting](./../../../creating-reports/layout-editor/grouping-and-sorting) and period aggregation. ## Tabs for Filters, Grouping/Sorting, Period Aggregation (5) The tabs allow you to configure different rules for the selected level. For more details on the various options, see the [Layout Editor](./../../../creating-reports/layout-editor) section. /onestopreporting/help/report-designer/introduction/report-designer-interface-2/osr-excel-ribbon section 2024-08-07T11:22:23+03:00 # One Stop Reporting Excel ribbon The **OneStop Reporting** Excel ribbon is found at the top of the Excel window and provides easy navigation and access to the key functions in the **Report Designer.** | Excel ribbon button | Function | |----|----| |  | Allows you to upload a report to the OneStop Reporting portal. NOTE: Reports are automatically uploaded to the portal when you save. | |  | Opens the Report Configuration dialog box, which allows you to configure the company. | |  | Allows you to input optional additional information, such as the report title and description. Also allows you to enter the password for protected worksheets. | |  | Provides access to report behavior settings, details on the version of Report Designer, and miscellaneous options. | |  | Opens and closes the Designer menu on the left side of the screen, where you find the integrated fields from the ERP system as well as pre-defined period functions. | |  | Opens and closes the Layout Editor window, where you can apply filters, sorting, and grouping for the report. | |  | Enables and disables layout comments that display the filters, groupings, and functions used in the sheet, row, column, or cell level of the report. | |  | Opens and closes the Report Parameters dialog box, where you can manage the properties for the parameters that have been applied to the report definition. | |  | Enables and disables automatic creation of parameters. When disabled, report parameters will not be created unless you explicitly create one using the Report Parameters dialog box. | /onestopreporting/help/report-designer/introduction/report-designer-interface-2/osr-excel-ribbon/options section 2024-07-04T17:39:28+02:00 # Options #### **Options** Clicking the **Options** button opens the **Report Designer Options** dialog box. This dialog contains two tabs: /onestopreporting/help/report-designer/introduction/report-designer-interface-2/osr-excel-ribbon/options/1-the-designer-tab page 2024-08-07T11:22:23+03:00 # 1. Designer tab ## Designer tab  | Option | Function | |----|----| | Always open Report Designer in Run mode | If the checkbox is selected and a saved report is opened, Report Designer will always open with the Run tab active. | | Insert field title above cell on drop | If the checkbox is selected, when a data field is dragged into an Excel sheet, Report Designer will automatically create a title one cell above the data field. The title can be modified or deleted in the cell. | | Show tooltips in modules | If the checkbox is selected, you will get tooltips with extra technical information from the ERP system when hovering over a data item in the Report Designer menu. | | Create Group Dialog | The vertical slider has three settings (Always, Conditionally, and On CTRL). Depending on its position, Report Designer will always, conditionally, or never prompt the user to create a new group when a data field is dragged into the report definition. If the slider is set to On CTRL, OSR Report Designer will never prompt the user and the user must manually create a group by holding the CTRL key while dragging the field.  | | Application | Allows you to select a language for the OSR application using a drop-down list. | | Integration Dictionary | Allows you to select a language for the integration package using a drop-down list. | /onestopreporting/help/report-designer/introduction/report-designer-interface-2/osr-excel-ribbon/options/2-the-application-tab page 2024-08-07T11:22:23+03:00 # 2. Application tab ## Application tab  | Option | Function | |----|----| | Auto-connect | If selected, Report Designer will always connect when Excel is run. However, if the checkbox is cleared, you are required to manually connect Report Designer before designing or running a report. | | Auto-start report | Opening Excel by double-clicking a OneStop Reporting report via Windows Explorer overrides the setting under Auto-connect, and the OSR Report Designer Excel COM add-in starts automatically when Excel is opened. To prevent the OSR Report Designer Excel COM add-in from starting even when Excel is opened by double-clicking a OneStop Reporting report, you must select the Auto-start report checkbox. To prevent the OSR Report Designer Excel COM add-in from starting automatically no matter how Excel is started, both the Auto-connect and the Auto-start report checkboxes must be cleared. | | Sign in automatically | If the checkbox is selected, OSR Report Designer will automatically sign in with the previously logged-on user. | | Portal URL | Shows your OneStop Reporting portal URL. | | Licensed to | Displays the license information. | | About... | Click this button to get information about the Report Designer version, build number and the license information. | /onestopreporting/help/report-designer/introduction/report-designer-interface-2/osr-excel-ribbon/report-properties page 2024-07-04T17:39:28+02:00 # Report Properties The **Report Properties** are available from the OneStop Reporting ribbon in Excel. They can be accessed by clicking the **Report Properties** button. ### General tab You can view and change information, such as, title, description, author, and get information on when the report was created and last modified. ### Protection tab This security property enables you to specify the password used in Excel's built-in protection, so that it allows **Report Designer** to unprotect the workbook as needed. Excel has two different built-in security features: - The first is security on the Excel file level. Users may protect the entire file by requiring password to open and modify the workbook. This type of security does not interact with **Report Designer** and purely restricts who can access the report definition. For more information on security on the file level, refer to the appropriate Microsoft Excel documentation. - The second type of built-in security for Excel is the protect worksheet or protect workbook feature. By using either of these features, users can lock the worksheet cells so that users may not modify the contents of locked cells unless the worksheet or workbook is unprotected. If this feature is used, there is a direct interaction with **Report Designer** reading the protected report definition. Therefore, report designers must provide the password used to lock the worksheet/workbook in the Report Properties -\> Protection tab. Otherwise, the report will not be generated and an error message will be shown. ### Reporting tab The Report properties for **Reporting** are: - **Keep formulas in run report:** - When selected, all formulas are kept when running the report in OneStop Reporting. This allows you to make calculations after the report has been executed in **Reporting**. **NOTE**: This option does not apply to budget templates - When deselected, all formulas in the generated report are removed during processing, and the values are replaced with actual cell values. This option may improve the performance of the report and reduce run time. **NOTE**: The drilldown function works as normal even though the formulas are removed from the report template. - **Replace indirect references**: - When selected, all indirect references, i.e. INDIRECT() are replaced with direct references in order to improve performance in formulas. This does not work for complex reference arguments to INDIRECT. **NOTE**: This option will also affect budget templates. ### Budgeting tab The Report properties for **Budgeting** are: - **Force refresh when opening report in Portal:** - When selected, this property will force a report (or a budget template) instance in the portal to be executed each time the report is opened. - Some conditions that warrant its use would be: - 1\) to ensure the user is working with the latest data within the budget form. If left unchecked, the data in a history item report will display the data the last time the report was executed by that user. - 2\) if budgeting data has been updated since the last time the report/form was executed, the report should be refreshed to show the latest status. **Note**: Checking this property means that the execution will also happen when clicking on a history item (previously run report) in the left menu of the report page in the Portal. You should keep this in mind if reports are heavy and take a long time to run. - **Protect non-input cells:** - When selected, it automatically protects all cells in the budget template that do not have any defined budgeting storage rule. This protection applies when running the budget template in **Budgeting** or **Assignments**, but does not take effect in **Report Designer**. This means that end-users will be prevented from editing other cells than data input cells. - For advanced budgeting templates with a combination of storage rules with cells requiring user input and/or cells with calculated values where input is not required, you will need to use Excel functionality to protect the sheet and unlock input cells. To do this, deselect the automatic OSR protection property. - **Allow Line Item Detail:** The **Budgeting** module allows for specifying line item details of budget transactions. For example, as an administrator, you would like the End-user to specify additional details about travel expenses. To enable this, you need to make sure this option is checked. Read more about Line Item Detail [here](./../../../../../budgeting/report/edit-budget-data/add-line-item-details) /onestopreporting/help/report-designer/introduction/report-designer-interface-2/report-designer-menu page 2024-09-26T10:26:03+02:00 # Report Designer menu ## Report Designer tabs The **Report Designer** contains two tabs: - The **Design** tab generates the ERP modules and dimensions based on the integration that you are connected to. - The **Run** tab allows you to select parameters and execute reports. *Figure: Report Design tabs* Depending on which tab is active, certain functions within **Report Designer** will be deactivated. The **Design** tab contains the areas shown in the figure:  **Design** tab | | | | |----|----|----| | | **Option** | **Function** | | **1** | Data items | A list of data items from the ERP system. Drag data items into the Excel sheet to create a report template. When you mouse over a data item name, you can see the system name of the data item. For more information, see [Data Items](./../../../creating-reports/data-items). | | **2** | ERP modules | A list of ERP modules integrated from the ERP system. The modules contain the dimensions and measures that can be used to create a report. In addition, period functions and report parameters are included below the list of modules. When you hold the cursor over a module name, you can see the system name of the module. | | **3** | OneStop Reporting functionality | A list that includes functionality, such as period functions, expressions, KPIs, and drill-to definitions. | **Run** tab | | | | |----|----|----| | | **Option** | **Function** | | **3** | Parameters | Parameters defined in the report design will be listed. You can specify a parameter by using the **Lookup** button. | | **4** | **Run** button | To execute the report, click the **Run** button. You can run the report in **Report Designer** or it can be published to a regular Excel worksheet by clicking the drop-down arrow.  | /onestopreporting/help/report-designer/creating-reports section 2024-07-04T17:39:28+02:00 # Designing reports /onestopreporting/help/report-designer/creating-reports/report-building-options page 2024-07-04T17:39:28+02:00 # Report building options Through **Report Designer**, there are different ways of building a report: - Build a report from scratch in the **Report Designer** by [creating a new report template](./../../../live-reporting/create-report-template) from the **Reporting** module in the **OneStop Reporting** portal. - [Edit a report template](./../../../live-reporting/edit-report-template) by duplicating an existing report template from the **Reporting** module in the OneStop Reporting portal. - Upload a report template that is locally stored to the OneStop Reporting portal by clicking **Upload** in the **Reporting** module. /onestopreporting/help/report-designer/creating-reports/modules-from-the-erp-system page 2024-08-07T11:22:23+03:00 # Modules from the ERP system The modules in your connected system can be found in the Report Designer menu when you are in Design mode. This is indicated by blue cubes, as shown in the figure below. The system modules represent the top level and contain dimensions, attributes, and measured values that can be dragged into the report definition.  *Figure: ERP modules in the Report Designer menu* /onestopreporting/help/report-designer/creating-reports/data-items page 2025-05-09T10:42:10+02:00 # Data items Data items are located on the **Design** tab in the **Report Designer** area of the screen. Data items are considered subgroups and contain information about the specific module. When designing a report template, you will drag different types of data items into the Excel worksheet, and these fields form the basis for the data presented in the report. *Figure: Data items in the Report Designer* The three types of data items are:  Dimensions - *Dimensions* represent a table in the connected system. If you expand the dimension by clicking the button to the left of the dimension name, all attributes belonging to the dimension are displayed. All dimensions can be used as filters, for grouping, or pulled out as fields to be displayed in the report.  Attributes - *Attributes* represent a descriptive field in the transaction table for the connected system. All attributes can be used as filters, for grouping, or pulled out as fields to be displayed in the report. ####  Measures {#measures} - *Measures* represent a value field in the transaction table for the connected system. Measurement values can be used as a filter or pulled out as fields to be displayed in the report. > [!NOTE] The different types of data items will trigger certain functions, such as grouping or filters found in the Layout Editing window. /onestopreporting/help/report-designer/creating-reports/period-functions-2 page 2024-08-02T13:54:26+02:00 # Period Functions Period functions are predefined period functions, such as year to date, this period last year etc., that easily allows you to compare data from different periods. You find the accessible period functions under **Period Functions** in the **Report Designer** menu. To insert period functions, which are found under **Period functions** in the **Report Designer** menu, you have two options: - Method 1: Drag the period function into a cell of a report. Dragging a period function into a report will automatically create a function for the column. - Method 2: Drag the function into the **Layout Editor** window under the **Filters** tab. Both methods are shown in the figures below. **Method 1:**  **Method 2:**  Currently, all functions are monthly based and allow you to control the group's displayed data by month. You can change period function by clicking the drop-down list on the **Filters** tab. *Figure: Period function options on the Filters tab* /onestopreporting/help/report-designer/creating-reports/report-parameters section 2024-08-02T13:54:26+02:00 # Report parameters The parameters created in the report are displayed in the **Report Parameters** pane. These parameters can be dragged into the report definition so that the reader can identify which parameters were used to generate the report. It is important to note that the **Report Parameters** pane is different from the **Report Parameters Window** which can be accessed through the **OneStop Reporting** ribbon.  /onestopreporting/help/report-designer/creating-reports/report-parameters/report-parameters-wizard section 2024-07-04T17:39:28+02:00 # Report Parameters Wizard Report parameters allow designers to create a dynamic report so that the same report template can be used for multiple reports with minimal adjustments. For instance, a departmental budget report can be created for multiple departments by changing the *Department* parameter at the time of execution. /onestopreporting/help/report-designer/creating-reports/report-parameters/report-parameters-wizard/manage-parameters page 2024-08-07T11:22:23+03:00 # Report Parameters button ## Manage parameters via the Report Parameters button Report parameters can be managed in two different ways. The first method is to access the **Report Parameters** button in the **OneStop Reporting** Excel ribbon. The **Report Parameters** window allows you to create, modify, and delete parameters.  To create a parameter: - Drag a data item from the **Designer** menu into the **Report Parameter** window. To modify a parameter; - Click the **Pencil** button . To delete a parameter; - Click the red x button  . To reorder parameters; - Use the blue arrow button , which in turn affects the display order of parameters in the **Run** tab in the **Report Designer***.* This also affects the display order of parameters when executing the report from the **Reporting** module in the **OneStop Reporting** portal. Whether you are creating or modifying a parameter, you will access the **Report Parameter Wizard**. The wizard is composed of three pages, which are explained below. On the first page, specify the name of the parameter and the prompt text that should be displayed when executing the report from the **Run** tab in the **Report Designer**. This text will also be displayed for the report in the **Reporting** module in the **OSR Portal**. *Figure: Report Parameter Wizard: Name and Prompt text* **!**The parameter name cannot be changed after the initial creation of the parameter. The next page allows you to select the parameter prompt style. By default, **Lookup Edit** is selected, but you can modify this to fit the requirements of the report. *Figure: Report Parameter Wizard: Prompt style* On the last page of the **Report Parameter Wizard**, you can modify these options: *Figure: Report Parameter Wizard: Other options* | Option | Function | |----|----| | Default value | The value or values entered into the text box or those selected through the Lookup button will automatically be inserted for the parameter when the Run tab is accessed. However, the value can be changed at runtime. | | Lookup filter | Report Designer users can manage what the data users are able to view in the Lookup window for the particular parameter. For example, this feature may be useful when reports are supposed to be run only for the last two periods. Keep in mind that this feature does not override restrictions set in the Administration settings in the OneStop Reporting portal. If a value is excluded in the Administration settings for the user, it will never be displayed in the Lookup window for the particular user. | | Hidden | Enabling this feature will hide the parameter in the Run tab. This feature is useful when the parameter is required for testing, but in actual deployment, the parameter will always be the same value. **NOTE**: If the Hidden feature is enabled, users are required to choose a default value. | | Allow empty (=All) | If the checkbox is selected, the report can be executed even if this parameter is left empty. If the parameter is left empty, the report will contain all values. | | Allow multi-selection | If the checkbox is selected, multiple values can be selected in the parameter prompt (that is, multiple projects vs. one project) | | Create sheet per value | If this checkbox is selected, Report Designer will create a new Excel sheet in the same workbook for each of the unique values chosen for the parameter (for example, selection of multiple departments will result in a sheet for each selected department). Please note that in order for this to work, you must have the value, for example department, on the Sheet filter. | | Sheet name field | If the Create sheet per value is active, users can specify the name for the new sheets by using the Lookup option. | /onestopreporting/help/report-designer/creating-reports/report-parameters/report-parameters-wizard/layout-editor page 2025-05-21T14:33:14+02:00 # Report Parameters Layout Editor ## Managing parameters via the Layout Editor The second method for managing parameters is through the **Layout Editor.** When filters are created on sheet, column, or row level, you can specify parameters by using the **Lookup ** button and accessing the **Parameters** tab. You can create a parameter by assigning a parameter to the filter or clicking **Create a new Parameter** which will open the **Report Parameter Wizard**.  > [!NOTE] > Existing parameters can be found by selecting the **Report Parameters** button in the **OneStop Reporting** Excel ribbon or by selecting the **Report Parameters** module in the **Designer** menu. /onestopreporting/help/report-designer/creating-reports/layout-editor section 2024-08-07T11:22:23+03:00 # Layout Editor The **Layout Editor** is primarily used for managing filters, grouping/sorting and functions for cell, row, column, and sheet level business rules, as well as [Storage rules](./../../../budgeting/create-budget-template-in-report-designer). Click the **Layout Editor** button in the **OneStop Reporting** Excel ribbon to open the **Layout Editor.** The various functions in the **Layout Editor** are explained in the next sections.  *Figure: Layout Editor - Report Designer* /onestopreporting/help/report-designer/creating-reports/layout-editor/filters section 2024-08-02T13:54:26+02:00 # Filters Creating and managing filters is a key feature in designing a report definition. You can apply filters to groups created at sheet, row, column, or cell level. To create a filter; - Drag an item from the **Report Designer** menu into the appropriate area on the **Filters** tab in the **Layout Editor** (area below the text *Drag fields into area below to create filters*). An example is shown in the figure below. *Figure: Apply filters* You can access existing filters by clicking on the boxes in the respective row or column, as shown in the figure below. From the **Layout Editor** window, you can modify and delete filters. *Figure: Accessing filters in the Layout Editor* The next sections cover the basics of configuring filters: /onestopreporting/help/report-designer/creating-reports/layout-editor/filters/dimension-lookup page 2024-08-07T11:22:23+03:00 # Dimension Lookup Filters can further be configured by using the *dimension lookup* function: 1. Click the **D****imension lookup** button  to display the attributes available to filter for the specific dimension.  2. In the **Lookup** dialog box, you can specify the dimension to remain *static* or *dynamic* depending on the report requirements. To create a static filter, select the **List** tab in the **Lookup** window. Select the desired account, department, entity, etc. and click **OK**. **Use ranges** checkbox: If this checkbox is selected and multiple data items are selected, the selected data are displayed as a range in the text box at the bottom of the window. If this checkbox is not selected, all selected data are displayed individually in the bottom text box.  To manually create a parameter, enter {@Dimension_Name}. For *Period* dimensions, you can specify the value *current period +/-* for single period parameters. This allows **Report Designer** to select the correct period based on the computer date; therefore, report parameters do not need to be updated manually prior to running a scheduled report. **NEXT:** Work with the [Operators](./../operators). /onestopreporting/help/report-designer/creating-reports/layout-editor/filters/operators page 2024-08-02T13:54:26+02:00 # Operators Using operators is one way you can create a customized filter. Similar to operators in mathematics or programming languages, the operators dictate an action or procedure taken by the **Report Designer**. *Figure: Filter operators in Report Designer* In the first drop-down box, these two options are available: | | | |------------|-----------------------------------------------------| | **Option** | **Function** | | *blank* | Will include all data inside the specified filter. | | **Not** | Will include all data outside the specified filter. | If there are multiple filters in the same group, these options will also be available in the first drop-down box: | | | |-------------|---------------------------------------------------------------| | **Option** | **Function** | | **And** | Will filter the first condition AND the second condition. | | **Or** | Will filter the first condition OR the second condition. | | **And Not** | Will filter the first condition AND NOT the second condition. | | **Or Not** | Will filter the first condition OR NOT the second condition. | In the second drop-down box, these filter operators are available: | | | |----|----| | **Option** | **Function** | | **In** | *dimension* is In... (the selected parameters) | | **\<\>** | *dimension* is Not equal to... (the selected parameters) | | **\<** | *dimension* is Less than... (for numerical values) | | **\>** | *dimension* is Greater than... (for numerical values) | | **\<=** | *dimension* is Less than or equal to... (for numerical values) | | **\>=** | *dimension* is Greater than or equal to... (for numerical values) | | **Begins with** | *dimension* Begins with... (for any phrase contained in the dimension) | | **Ends with** | *dimension* Ends with... (for any phrase contained in the dimension) | | **Contains** | *dimension* Contains... (any part of the phrase contained in the dimension) | | **Like** | **OSR Report Designer** will retrieve any data using "LIKE ..." in SQL.\* | \*The **Like** operator is for advanced users and requires knowledge of SQL. /onestopreporting/help/report-designer/creating-reports/layout-editor/grouping-and-sorting section 2025-05-09T10:42:10+02:00 # Grouping and sorting Access grouping and sorting by clicking the **Grouping/Sorting** tab in the **Layout Editor** window. > [!TIP] The *Grouping/Sorting* tab is not available if the report level is selected. In addition, grouping will not occur if the *Expanding* checkbox is deselected. *Figure: Grouping and sorting options* | | | | |----|----|----| | | **Icon** | **Function** | | **1** |  | Increase or decrease the precedence of the data item in the sorting order. | | **2** |  | Select the display option of the row, column, or cell. The available options are *None*, *Group*, *Sum*, *Min*, *Max*, and *Count*. | | **3** |  | If this icon is displayed, the sorting is in ascending order for the group. Click on this icon to cycle through the sorting options. | | **3** |  | If this icon is displayed, the sorting will not exist for the group. Click on this icon to cycle through the sorting options. | | **3** |  | If this icon is displayed, the sorting is in descending order for the group. Click on this icon to cycle through the sorting options. | | **4** |  | Delete the data item from the **Grouping/Sorting** tab. | /onestopreporting/help/report-designer/creating-reports/layout-editor/grouping-and-sorting/grouping page 2024-08-02T13:54:26+02:00 # Grouping **Report Designer** will automatically display data items on row or column level if a *dimension* or *light dimension* is dragged into a cell and a group already exists on the row or column level. An example is shown in the figure below.  In essence, grouping the *account* dimension displays results at the account level even if there are detailed sub-accounts. If the account data field is not grouped, the report will display all sub-accounts at the time of execution. For more details on grouping, see [Expanding Groups.](./../../expanding-groups) /onestopreporting/help/report-designer/creating-reports/layout-editor/grouping-and-sorting/sorting page 2024-08-02T13:54:26+02:00 # Sorting  On column and row level, dimensions can be reordered to create a hierarchy of sorting by clicking the arrow buttons next to the dimension name. For example, in the settings shown in the illustration above, the generated report will be presented in numerical order of account number (as shown in the illustration on the left below). However, if the *Description* dimension is moved to take precedence over *Account*, the generated report will be presented in alphabetical order of the account description (as shown in the illustration on the right below).  In addition, **Report Designer** will automatically display data items in the **Layout Editor** on cell level if a *measure* has been dragged into a cell and a group already exists on the row or column level. The same options are available for cell level grouping and sorting. The illustration below shows an example.  /onestopreporting/help/report-designer/creating-reports/layout-editor/period-aggregation page 2024-07-04T17:39:28+02:00 # Period aggregation From the **Period Aggregation** tab, you have the option to aggregate data. Aggregation of data involves displaying *total* financial figures for each month, instead of displaying financial figures for *one* month. /onestopreporting/help/report-designer/creating-reports/layout-editor/expanding-groups section 2025-05-09T10:42:10+02:00 # Expanding groups *Expanding groups* are an essential part of the **Report Designer**. It involves, for example, creating a list of each account rather than grouping the accounts together and displaying a total for all accounts. ## Create expanding groups To create expanding groups; 1. In the **Layout Editor** window, select the **Expanding** checkbox to create expanding groups in the specified row or column for data items that have been set to **Group** in the **Grouping/Sorting** tab. > [!TIP] The quickest way to create an expanding group is by dragging a data item, such as *Sales Person* into the report definition and selecting *Create a new selection group on the Row* or *Create a new selection group on the Column*. By default, *Report Designer* creates an expanding group and shows the group in the *Grouping/Sorting* tab in the *Layout Editor* window.  *Figure: The process of creating expanding groups in the Layout Editor* > [!TIP] If the row/column is an expanding group, it will be indicated by a small green plus icon  in the box of the respective row or column. If the report is generated and an expanding group is *not* created, the report will result in consolidation of all data in the account, as shown in the figure below. *Figure: Report with no expanding group* On the other hand, if an expanding group is created, the details of the account will be given, as shown in the figure below. *Figure: Report with an expanding group* /onestopreporting/help/report-designer/creating-reports/layout-editor/expanding-groups/expanding-groups-in-expanding-groups page 2024-08-07T11:22:23+03:00 # Expanding Groups in an Expanding Group To create more flexible reporting, you can create expanding groups inside other expanding groups to create *nested* expanding groups. An expanding group inside another expanding group can be thought of as a hierarchy. Imagine there are two data sets, one alphabetical and the other numerical (A, B, C... & 1, 2, 3...), and one is an attribute of the other. ## Create a nested expanding group 1. Drag the relevant data items into the report definition. 2. In the **OneStop Reportin**g dialog box, click **Create a new selection group on the Row**. **NOTE:** The two data items must be placed in consecutive rows.  By default, **Report Designer** creates two separate expanding groups. However, you want to create a nested expanding group. 3. In the **Layout Editor** window, drag the expanding group box so that it extends over multiple rows.  The reports for separate expanding groups (left) and a nested expanding group (right) are shown in the figure below.  /onestopreporting/help/report-designer/creating-reports/layout-editor/advanced-period-formulas page 2025-05-09T10:42:10+02:00 # Advanced period formulas In **Report Designer,** you have the possibility to use predefined period functions during the report building. In cases where these features do not meet your needs, you can use advanced period formulas to determine the year, period(s) or day(s) in the report. This guide explains how to use such formulas in Report Designer. ## Advanced period formulas When you work on advanced period formulas, you often have to relate to two variables in each formula. Example: {PeriodCalc.GetPeriod(Parameter).AddYears(X).WholeYear} *Parameter* is the period parameter created in the report, and *X* is the variable that determines the number of years, months/periods and days that the formula should add or subtract. > [!NOTE] In some cases, there will be a third variable, represented by Y in the example with a rolling interval further down in this document. > [!IMPORTANT]Advanced period functions are calculations based on the parameter value that is selected when the report is run. Due to this, users can only select a single period to run the report for when advanced and the predefined period functions are used. Figure 1 shows where to find and replace the parameter for the period. 1. In the **Layout Editor**, click the group to enter the expansion. 2. Click the **Lookup** button to do a lookup. In the **Lookup** dialog, you can see the name of the parameter (marked in blue). 3. Copy the text within {}. 4. Paste this in to replace the text *Parameter* in the formulas described in this document.   *Figure 1 Finding and replacing the parameter for the period* ## Period formulas based on a monthly ID (e.g. Period=201801 for January 2018) {#period-formulas-based-on-a-monthly-id-e.g.-period201801-for-january-2018} The table below shows various period formulas where you can replace (Parameter) with (PostingPeriods)^1^ and replace the variable X with the number of years/months you want to add or subtract. The formula element *Extend* determines how many months to add to an interval. More examples of built-in period functions will follow in the section *Overview of the built-in period functions in Report Designer* below. | Period function | Period formula | |----|----| | Whole year in year X | ```'{PeriodCalc.GetPeriod(Parameter).AddYears(X).WholeYear}'``` | | First period in year X | ```'{PeriodCalc.GetPeriod(Parameter).AddYears(X).YearStart}'``` | | Last period in year X | ```'{PeriodCalc.GetPeriod(Parameter).AddYears(X).YearEnd}'``` | | Q1 of year X | ```'{PeriodCalc.GetPeriod(Parameter).AddYears(X).YearStart.Extend(2)}'``` | | Q2-Q4 in year X | ```'{PeriodCalc.GetPeriod(Parameter).AddYears(X).YearStart.SetIndex(X).Extend(2)}'``` | | Remaining periods in year X | ```'{PeriodCalc.GetPeriod(Parameter).AddYears(X).Add(1)}':'{PeriodCalc.GetPeriod(Parameter).AddYears(X).YearEnd}'``` | | This period year X | ```'{PeriodCalc.GetPeriod(Parameter).AddYears(X)}'``` | | Current month | ```'{PeriodCalc.CurrentPeriod}'``` | | Rolling from X to Y | ```'{PeriodCalc.GetPeriod(Parameter).Add(X).Extend(Y)}'``` | ^1^The term used varies between ERP systems. Look for the period parameter, such as Periods, Posting Periods, Accounting Periods, etc. in the **Layout Editor**. (See Figure 1 above for where to look.) ## Example of formula for rolling interval from X to Y If you want to show 2 years of rolling history, then you must first subtract 1 month (from the period parameter you select when you run the report), and then extend (Extend) with 23 months. Here, X gets the value -1 and Y gets the value -23. The formula would like this: {PeriodCalc.GetPeriod(PostingPeriods).Add(-1).Extend(-23)} ## Period Formulas based on date ID (format dd.mm.yyyy -- e.g. 01.01.2019) {#period-formulas-based-on-date-id-format-dd.mm.yyyy-e.g.-01.01.2019} The table below shows various period formulas where you can replace (DateParameter) with a date parameter^2^ and replace the variable X with years/months you want to add or subtract. You find the parameter in the same way as in the example above. The only difference is that you have a period dimension based on day level, for example, posted date. | 0 | 1 | |------------------|----------------------------------------------------| | Date parameter | Period formula | | Year | ```'{DateParameter.AddYears(X).SqlDate}'``` | | Months | ```'{DateParameter.AddMonths(X).SqlDate}'``` | | Days | ```'{DateParameter.AddDays(X).SqlDate}'``` | | Day Y, in year X | ```'{DateParameter.AddYears(X).AddDays(Y).SqlDate}'``` | > **NOTE:** When the period formula is based on a date, as opposed to a period (month), you must include ' before and after the formula: ```'{DateParameter.AddYears(X).SqlDate}'``` ^2^The term used varies between ERP systems. Look for date parameters such as Due Date, Transaction Date, etc. ## Example of formula for day Y in year X In this example, you want to find yesterday last year. You can do this by replacing -1 Y with -1. The formula will then subtract 1 year minus 1 day for the date you set when you run the report. ```'{DateParameter.AddYears(-1).AddDays(-1).SqlDate}'``` '{DateParameter.AddYears(-1).AddDays(-1).SqlDate}' This is a period formula based on date. It calculates date based on current date/today's date ## Example of formula with Due Date In this example, you want to show invoices that are due in the next 30 days, based on a date parameter, @DueDate. You can do this by using this formula: ```'{@DueDate.AddDays(30).SqlDate}'``` ## Overview of the built-in period functions in Report Designer | Name | Display Name | Expression | |----|----|----| | ALL2Yago | All Year 2 Years Ago | ```'{PeriodCalc.GetPeriod([]).AddYears(-2).WholeYear}'``` | | ALL2Yfor | All Year 2 Years Forward | ```'{PeriodCalc.GetPeriod([]).AddYears(2).WholeYear}'``` | | All3YAgo | All Year 3 Years Ago | ```'{PeriodCalc.GetPeriod([]).AddYears(-3).WholeYear}'``` | | All3YFor | All Year 3 Years Forward | ```'{PeriodCalc.GetPeriod([]).AddYears(3).WholeYear}'``` | | AllTimeTD | All Time to Date | ```'{PeriodCalc.GetPeriod([0])}':'{PeriodCalc.GetPeriod([])}'``` | | FPLY | First Period Last Year | ```'{PeriodCalc.GetPeriod([]).AddYears(-1).YearStart}'``` | | FPNY | First Period Next Year | ```'{PeriodCalc.GetPeriod([]).AddYears(1).YearStart}'``` | | FPTY | First Period This Year | ```'{PeriodCalc.GetPeriod([]).YearStart}'``` | | LPLY | Last Period Last Year | ```'{PeriodCalc.GetPeriod([]).AddYears(-1).YearEnd}'``` | | LPNY | Last Period Next Year | ```'{PeriodCalc.GetPeriod([]).AddYears(1).YearEnd}'``` | | LPTY | Last Period This Year | ```'{PeriodCalc.GetPeriod([]).YearEnd}'``` | | LY | Last Year (all) | ```'{PeriodCalc.GetPeriod([]).AddYears(-1).WholeYear}'``` | | LYTD | Last year to date | ```'{PeriodCalc.LastYearToDate([])}'``` | | NY | Next Year (all) | ```'{PeriodCalc.GetPeriod([]).AddYears(1).WholeYear}'``` | | Q1LY | Q1 Last Year | ```'{PeriodCalc.GetPeriod([]).AddYears(-1).YearStart.Extend(2)}'``` | | Q1TY | Q1 This Year | ```'{PeriodCalc.GetPeriod([]).YearStart.Extend(2)}'``` | | Q2LY | Q2 Last Year | ```'{PeriodCalc.GetPeriod([]).AddYears(-1).SetIndex(4).Extend(2)}'``` | | Q2TY | Q2 This Year | ```'{PeriodCalc.GetPeriod([]).SetIndex(4).Extend(2)}'``` | | Q3LY | Q3 Last Year | ```'{PeriodCalc.GetPeriod([]).AddYears(-1).SetIndex(7).Extend(2)}'``` | | Q3TY | Q3 This Year | ```'{PeriodCalc.GetPeriod([]).SetIndex(7).Extend(2)}'``` | | Q4LY | Q4 Last Year | ```'{PeriodCalc.GetPeriod([]).AddYears(-1).SetIndex(10)}':'{PeriodCalc.GetPeriod([]).AddYears(-1).YearEnd}'``` | | Q4TY | Q4 This Year | ```'{PeriodCalc.GetPeriod([]).SetIndex(10)}':'{PeriodCalc.GetPeriod([]).YearEnd}'``` | | RB12M | 12 Month Rolling (-1 -> -12) | ```'{PeriodCalc.GetPeriod([]).Add(-1).Extend(-11)}'``` | | RBC12M | 12Month Rolling Current (0 > -12) | ```'{PeriodCalc.GetPeriod([]).Add(0).Extend(-11)}'``` | | RF12M | 12 Months Rolling (+1 -> +12) | ```'{PeriodCalc.GetPeriod([]).Add(1).Extend(11)}'``` | | RF3M1 | 3 Months Rolling (+1 -> +3) | ```'{PeriodCalc.GetPeriod([]).Add(1).Extend(2)}'``` | | RF3M2 | 3 Months Rolling (+4 -> +6) | ```'{PeriodCalc.GetPeriod([]).Add(4).Extend(2)}'``` | | RF3M3 | 3 Months Rolling (+7 -> +9) | ```'{PeriodCalc.GetPeriod([]).Add(7).Extend(2)}'``` | | RF3M4 | 3 Months Rolling (+10 -> +12) | ```'{PeriodCalc.GetPeriod([]).Add(10).Extend(2)}'``` | | RFC12M | 12 Months Rolling Current (0 > 12) | ```'{PeriodCalc.GetPeriod([]).Add(0).Extend(11)}'``` | | RPLY | Remaining Periods Last Year | ```'{PeriodCalc.GetPeriod([]).AddYears(-1).Add(1)}':'{PeriodCalc.GetPeriod([]).AddYears(-1).YearEnd}'``` | | RPTY | Remaining Periods This Year | ```'{PeriodCalc.GetPeriod([]).Add(1)}':'{PeriodCalc.GetPeriod([]).YearEnd}'``` | | TPLY | This Period Last Year | ```'{PeriodCalc.GetPeriod([]).AddYears(-1)}'``` | | TPNY | This Period Next Year | ```'{PeriodCalc.GetPeriod([]).AddYears(1)}'``` | | TPTY | This Period This Year | ```'{PeriodCalc.GetPeriod([])}'``` | | TYALL | This Year (all) | ```'{PeriodCalc.GetPeriod([]).WholeYear}'``` | | YTD | Year to Date | ```'{PeriodCalc.FiscYearToDate([])}'``` | ## Additional Period Syntax The following syntax can be applied within the period filter. *DateParameter = name of period parameter* | Expression Syntax | Example | |----|----| | AddDays(n) | 1. ```'{DateParameter.AddDays(30).SqlDate}'``` 2. ```'{DateParameter.YearEnd.AddDays(1).SqlDate}':'2020-12-31 AddMonths(n)``` | | AddYears(n) | ```'{DateParameter.AddYears(-1).SqlDate}'``` | | WeekStart | ```'{PeriodCalc.Now.WeekStart.SqlDate}':'{PeriodCalc.Now.SqlDate}'``` | | MonthEnd | ```'{DateParameter.MonthEnd.SqlDate}'``` | | MonthStart | ```'{DateParameter.MonthStart.SqlDate}'``` | | YearEnd | ```'{DateParameter.YearEnd.SqlDate}'``` | | YearStart | ```'{DateParameter.YearStart.SqlDate}'``` | The functions may be combined: ```'{DateParameter.YearEnd.AddDays(1).SqlDate}':'2020-12-31``` /onestopreporting/help/report-designer/creating-reports/property-hierarchy page 2024-08-02T13:54:26+02:00 # Property hierarchy Before designing a report with the **Report Designer**, it is important to understand how the **Report Designer** applies dimensions so that reports can be created efficiently. **Report Designer** allows you to insert filters at *four* levels: - **Sheet:** Applies to the entire sheet - ***Row*:** Applies to all cells on the applicable row - ***Column*:** Applies to all cells in the applicable column - ***Cell*:** Applies only to the applicable cell A typical example would be a financial statement with the following location for filters: - *Department/company parameters (filters)*: **Sheet level** - *Account selections*: **Row level** - *Period selections (Current Period, Year-to-Date*, etc.): **Column level** - *Sum and variance formulas*: **Cell level** You can see business rules in the **Layout Editor** window by clicking on the boxes displayed for the sheet level and the row or column level as shown in the figure. To see the cell level business rule, click in the particular cell in the Excel worksheet.  /onestopreporting/help/report-designer/creating-reports/copy-and-paste page 2025-05-09T10:42:10+02:00 # Copy and paste In a report definition created through the **Report Designer**, copying and pasting can be different than in a regular workbook in Excel. This is because filters are applied not only on the cell level, but also on the report, row, and column level. This section will explain the rules for copy and paste for various filter levels. #### Cell level The copy and paste rules in **Report Designer** are the same as for a regular workbook. By default, formulas and groupings are preserved. #### Row/Column level The copy and paste rules in **Report Designer** are the same as for a regular workbook when working in a single worksheet. By default formulas and groupings are preserved. > [!IMPORTANT] If rows/columns are pasted into a different tab than the original source, groupings will not be preserved. > [!TIP] If you want to copy and paste an existing group, you must copy the whole row/column, not just the cells where the information is. #### Report level The copy and paste rules in **Report Designer** for an entirely new tab require you to use a special copy menu. By using this menu, all formulas, groupings, and parameters are preserved. 1. Right-click the desired tab to copy. 2. Select **OneStop Reporting** \> **Copy**. Right-click on a blank tab, then select **OneStop Reporting***\>***Paste as new**.  > [!CAUTION] Pasting the tab will overwrite all information on the tab that was selected when taking the third step. It is very important to create a blank worksheet so that no data are lost. /onestopreporting/help/report-designer/creating-reports/expressions-and-kpis section 2024-08-02T13:54:26+02:00 # Expressions and KPIs In **Report Designer**, you can create Expressions and KPIs to save time when you are building your reports. /onestopreporting/help/report-designer/creating-reports/expressions-and-kpis/kpis section 2024-08-02T13:54:26+02:00 # KPIs *KPIs* can be created and managed through the **Report Designer** menu under **KPIs**.  A KPI is a calculation/key figure that you can reuse across multiple reports. KPIs are used in the same way as measures (amount, quantity). Instead of dragging an amount or quantity into the report, you drag out the complete KPI. KPIs can be based on: - Expressions (simple or complex selection of dimensions) - Measures (amount, quantity) #### KPIs based on expressions - When a KPI is based on an expression, it must include information about which measure (amount, quantity) it will have an effect on. Example: GrossProfit is Sales -- Costs. When creating this KPI, it will be significant whether you choose the actual amount or budget amount as your measure. - A KPI has a formula. The formula is based on expressions and normal mathematical operators (+, -, /, \*) and constants. - It is also possible to add period functions to a KPI. #### KPIs based on measures - For KPIs based on measures, you must select a Factset (module) that the measures you want to use are included in. For example, if you want to use the *Net amount* from General Ledger, you must select the General Ledger factset. An example of a measure-based KPI is *average price*, which is the amount divided by quantity.  From the **KPI** dialog, you have access to the following options to manage the KPIs: | | | |----|----| | **Button** | **Function** | |  | Click to create a new KPI group. In the **KPI Groups** dialog, make sure to enter a KPI group name before starting to select values for the KPI. You may also enter a description for the KPI. | |  | Click to open the **KPI Groups** dialog and edit the currently selected KPI group. | |  | Click to delete the selected KPI group. | |  | Click to create a copy of the selected KPI group. The newly created expression group may be modified with the **Change...** function. | |  | Click to open a network browser window and import a KPI group. Valid files are other OSR expressions with the \*.xml format. | |  | Click to open a network browser window and export a KPI group to the location. The newly exported expression group will be in the \*.xml format. | /onestopreporting/help/report-designer/creating-reports/expressions-and-kpis/kpis/use-kpi-in-reports page 2024-08-02T13:54:26+02:00 # Use KPIs in reports You can use KPIs in the same manner as any other measure; instead of dragging an amount or quantity into the report, you drag out the complete KPI. To use a KPI in a report; 1. In the **Report Designer** menu, click **KPI**. 2. Click the KPI you want to use, and drag it into your report.  /onestopreporting/help/report-designer/creating-reports/expressions-and-kpis/examples-use-of-expressions-and-kpis section 2024-07-04T17:39:28+02:00 # Examples: Create Expressions and KPIs To illustrate the creation of expressions and KPIs, we will look at some examples. First, we will create two expressions called *INCOME* and *COGS*. We will then create a KPI called GROSS MARGIN % which uses these two expressions to show the gross margin in %. Finally, we have an example where we create a KPI based on measures. /onestopreporting/help/report-designer/creating-reports/expressions-and-kpis/examples-use-of-expressions-and-kpis/combine-expressions-income-and-cogs-in-the-kpi-grossmargin page 2024-08-07T11:22:23+03:00 # Create KPI based on Expressions In this example, we create a KPI that shows gross margin in %. This KPI will be based on the expressions *INCOME* and *COGS*. 1. In the **Report Designer** menu, select **KPIs** and then **Manage KPIs**.  2. In the dialog that opens, click **New**. 3. In the next dialog, enter a KPI group name (in the example *Financial KPIs*). You can also add a description. 4. Click **Add** and enter a name of the KPI; *GROSS MARGIN %*. You may also enter a comment.  5. This KPI will be based on expressions, so make sure that the **Based on Expressions** option is selected. Next, you must indicate which measure the expressions that will be included in the KPI are based on. 6. Click the **Edit measure** button in the *Measure* box. 7. Find and select the measure that the expressions *INCOME* and *COGS* are based on. In our case, this is **Net Amount** (under *General Ledger Transactions)*. 8. Click **OK** to confirm.  9. Click the **Edit** button in the **Formula** field.  The **KPI Editor** opens: | | **Name** | |-----|--------------------| | 1 | Expressions | | 2 | **Formula** area | | 3 | **Operators** area | The KPI *GROSS MARGIN %* will consist of the expression *INCOME* minus the expression *COGS* divided by *INCOME* to get the result in percent. The formula will look as shown in the figure below:  10. To build the formula, perform the following steps: a. In the **Operators** section, click **(** (left parenthesis) twice. b. Drag the expression *INCOME* into the **Formula** area*.* c. In the **Operators** area, click **\*** (multiply by) and type -1. This is to convert the income amounts that are negative in the ERP system into positives so that the entities that will be calculated are both positive in order to give the correct result. d. In the **Operators** area, click **)** (right parenthesis). e. In the **Operators** area, click **--** (minus). f. Drag the expression *COGS* into the **Formula** area*.* g. In the **Operators** area, click **)** (right parenthesis). h. In the operation section, click **/** (divide by). i. Drag the expression *INCOME* into the **Formula** area. j. In the **Operators** area, click **\*** (multiply by) and type -1. (Again to convert the income amounts into positives.) k. In the **Operator** section, click **)** (right parenthesis). l. Click **OK** to confirm. 11. Click **OK** and then **Close** to exit the **KPI** dialog. /onestopreporting/help/report-designer/creating-reports/expressions-and-kpis/examples-use-of-expressions-and-kpis/create-kpi-based-on-measure page 2024-08-02T13:54:26+02:00 # Create KPI based on Measure In this example, we create a KPI based on measures. This time, we will create a KPI that divides a *Line Amount* measure by a *Quantity* measure. 1. In the **Report Designer** menu, click **KPIs** and then click **Manage KPIs**.  2\. In the **KPI** dialog, click the **Financial KPIs** group that you created in the previous example. 3\. Click **Change**.  4\. Click the **Add** button to add a new KPI. 5\. In the **Name** field, enter a name. In this example, we have named the KPI *Average amount*. 6\. Select the **Based on Measure** option. 7\. Click the **Edit** button.  8\. In the **KPI Editor**, take the following steps: a\. Open the **Sales** module, and the **Receivable Invoice Lines** folder. b\. Drag the **Line Amount** measure into the **Formula** area. c\. Click the **Divide by** button (/). d\. Drag the **Quantity** measure into the **Formula** area. e\. Click **OK**.  9\. In the **KPI** dialog box, click **OK**. 10\. In the **KPI group** dialog, click **Close**. The KPI is now created and ready to use in reports.  /onestopreporting/help/report-designer/creating-reports/expressions-and-kpis/examples-use-of-expressions-and-kpis/create-expressions-for-income-and-cogs page 2024-08-02T13:54:26+02:00 # Create expressions: INCOME and COGS 1. In the **Report Designer** menu, click **Expressions** and then **Manage Expressions**.  Expressions are organized in groups, so you must first create a group. 2\. Click **New** to create a new expression group. (Our two expressions *INCOME* and *COGS* (Cost of Goods Sold) will be added in this group.)  3\. In the **Expression Editor** dialog, enter an expression group name. (In the example we use *Financial Expressions*.) 4\. Click the **Add** button. 5\. Replace the default text *New expression* with the name of the first expression; *INCOME*.  6\. Click the **INCOME** expression. 7\. Locate your account dimension and drag it into the **Filters** area. 8\. Click the **Lookup** button and select the required accounts that should be part of the *INCOME* expression. (In this example, accounts 200:270.)  9\. Click the **Add** button again and name this expression *COGS*. 10\. Repeat the process of dragging your account dimension into the filter area and enter the relevant account information. (In the example, account 310.)  11\. Click **OK** to confirm and exit the dialog. 12\. Click **Close** to exit the **Expressions Groups** dialog*.*  /onestopreporting/help/report-designer/creating-reports/expressions-and-kpis/expressions section 2025-05-09T10:42:10+02:00 # Expressions *Expressions* can be created and managed through the **Report Designer** menu under **Expressions**.  Using Expressions is a way of referring to dimension values outside single reports and is typically used to refer to a selection that will be used in multiple reports. By using an expression instead of an ordinary selection within the report, you can easily update multiple reports by editing the expression instead of having to edit each report individually. For example, if you add an account to your general ledger and you need to include this new account in your reports, it is very time-consuming having to open multiple reports and making sure the new account is included in the selection. If, however, you use an expression and you need to add an account, you simply edit the expression, and all the reports where this expression is used will automatically be updated. It is possible to create expressions on all dimensions and multiple dimensions can be combined in one expression. Expressions are organized in groups. An expression group can consist of one or multiple expressions.  From the **Expression Groups** dialog box, you have access to the following options to manage expressions: | | | |----|----| | Button | Function | |  | Click to create a new expression in the **Expression** dialog. Make sure to enter an expression name before starting to select fields for the expression. You can also enter a description for the expression. | |  | Click to open the **Expression** dialog and edit the currently selected expression group. | |  | Click to delete the selected expression group. | |  | Click to open a network browser window and import an expression group. Valid files are other OSR expressions with the \*.xml format. | |  | Click to open a network browser window and export an expression group to the location. The newly exported expression group will be in the \*.xml format. | ### Expressions and Chart of Accounts You can also use the predefined Expressions from the chart of accounts you have set up in [Chart of Accounts](./../../../../chart-of-accounts) . > [!TIP] The expressions from *Chart of Accounts* can be edited in the *Chart of Account*s module in the portal. /onestopreporting/help/report-designer/creating-reports/expressions-and-kpis/expressions/use-expressions-in-reports page 2025-05-09T10:42:10+02:00 # Use expressions in reports To use an expression instead of creating an ordinary selection/filter, you do the following: 1. Drag out the relevant dimension from the list of dimensions as usual (for example, **Account**). 2. In the **Layout Editor**, click the X button to delete the filter that was created when you dragged in the dimension. 3. Open **Expressions** from the **Report Designer** menu and drag the relevant expression into the filter area.  > [!TIP] You can edit expressions that are created from the *Layout Editor*; click the *Edit Tree* button to go to the *Expressions Editor*. /onestopreporting/help/report-designer/creating-reports/drilldown section 2024-08-02T13:54:26+02:00 # Drilldown The simple *Drilldown* option allows users to see the underlying detail of the value presented in the report. To enable this feature; 1. Select a *measure* field in the report definition. 2. In the **Layout Editor**, click the **Drill-To** tab, and select the **Use Default Drilldown** checkbox.  After you have executed the report, you can drill-down on any number to see the underlying journal entry level details from the same module; 1. Right-click any number in the executed report. 2. In the right-click menu, choose **OneStop Reporting** and then **Drilldown**. The result of the drill-down will appear in a new worksheet in Excel named *\#DrillDown* and each resulting column will automatically be given filters.  ### Customizing the default drilldown view You can customize the default drilldown view to display fields of your choice and in the order of your preference. [Drill-To](./drill-to) /onestopreporting/help/report-designer/creating-reports/drilldown/drill-to section 2024-08-02T13:54:26+02:00 # Drill-To **Drill-To** is an advanced drilldown feature that allows users to drill down across multiple modules. For example, users can begin with a report showing values from the *General Ledger*, and then drill down to see the underlying values from the *Accounts Receivable* sub-ledger. To use the *Drill-To* feature, you must configure the *Drill-To Definition* in the report template. *Drill-To Definitions* must be created on the cell level, by selecting a cell that will be the common dimension between the two different modules. For instance, the shared dimension could be the *Account* number or the *Voucher* number. When the *Drill-To* feature is used, **Report Designer** will use the specified dimension to retrieve entries from the sub-ledger. The figure below shows the interfaces involved in configuring the **Drill-To** feature.  | | **Button** | **Function** | |----|----|----| | **1** | **Drill-To tab** | This tab is only available when you have selected a cell. | | **2** | **Use default drilldown** | Select this checkbox to apply the default drilldown option. Deselect this checkbox to create a customized drill-to definition. | | **3** | **Drill-To item** | A list of *Drill-To definitions* applied to the specific cell is generated. You can edit or delete the definition by clicking on the appropriate buttons. | | **4** | **Create** | This button will create a new *Drill-To* definition and open the Drill-To Builder. | You can configure the *Drill-To Definition* through the **Drill-To Builder**. The configuration is required so that **Report Designer** is able to filter through to the proper sub-ledger using parameters or drill source dimensions.  *Figure: Drill-To Builder dialog box* | | **Interface Name** | **Function** | |----|----|----| | **1** | **Name** | Create a descriptive name so you can easily identify the *Drill-To Definition*. | | **2** | **Search** | Search for data items in your ERP system. | | **3** | **Module list** | In this section, the selection of *Modules* is displayed. From the list of *Modules*, drag dimensions into the *Drill-To* details and filters section to configure the *Drill-To Definition*. | | **4** | **Drill-To details** | Data items can be dragged into this section to create column headers in the resulting *Drill-To* worksheet. The column headers can be reordered by dragging the header title. Moreover, the data item can be removed by clicking on the header title once. | | **5** | **Drill-To filters** | Data items can be dragged into the filters section so that the *Drill-To Definition* can be configured to filter to the correct detailed transactions. | When using the **Lookup** button in the *Drill-To* filters, you have these options:  *Figure: Drill-To Lookup dialog box* | **Tab** | **Description** | |----|----| | **List** | On this tab, you can select a filter based on a constant value. | | **Parameter** | On this tab, you can select a filter based on a parameter from the report definition. | | **Drill-To** | On this tab, you can select a filter based on the attribute context of the *Drill-To* originating cell. The available fields on this tab are based on the dimensions and attributes that are used in the particular row or column in the report definition. | /onestopreporting/help/report-designer/creating-reports/drilldown/drill-to/how-to-configure-a-simple-drill-to-definition page 2024-08-02T13:54:26+02:00 # Configure a Drill-To definition In this section, a simple *Drill-To Definition* will be created that allows users to run a P&L statement and drill to the HR sub-ledger. In the HR sub-ledger, there are details of the employee salaries. However, in the simple P&L statement, only a summary value exists. Begin with a simple P&L statement as shown in the figure below. The *Drill-To Definition* will be created in cell E12 and will be configured to drill to the HR sub-ledger.  Follow these steps to configure this *Drill-To Definition*: 1\. Click on the cell that corresponds to the Amount field for the Expenses section. 2\. In the **Layout Editor**, on the **Drill-To** tab, click the **Create** button  to create a new definition*.*  The **Drill-To Builder** dialog box opens. 3\. In the **Name** field, enter GL to HR Drill. 4\. In the Module list, open the *Payroll* sub-ledger. 5\. From the *Payroll* sub-ledger, drag the dimensions you want to display in the Drill-To report into the **Drill-To details** area*.*  Next, you must configure the filters used to drill to the values in the sub-ledger. These filters are crucial for setting up the correct *Drill-To Definition*. The dimensions used in the original report template can be used so that data from unrelated dimension codes can be filtered out.  For this particular example, the *Account* and *Period* filters reference the drill source account and periods. This means that the **Report Designer** will reference the dimension code found in the particular row or column when the *Drill-To* feature is used. The *Category* dimension uses a static filter, whereas the *Department, Entity,* and *Scenario* filters use the parameters from the report definition. The *Drill-To Definition* has now been configured and the report is ready to be run. ### Use the Drill-To option in an executed report 1. Right-click on cell E15. 2. In the right-click menu, click the **OneStop Reporting \> Drill-To** menu option.  *Figure: Generated report with the OSR Drill-To right-click option* The Drill-To result creates a new sheet and displays values based on the Drill-To details and filters that were configured in the above steps.  *Figure: Drill-To sheet in an executed report* /onestopreporting/help/report-designer/creating-reports/drilldown/drill-to/drill-to-definitions page 2025-05-09T10:42:10+02:00 # Drill-To Definitions Drill-to definitions created in the report definition are displayed in the **Drill-To Definitions** pane. Drill-to definitions created in the **Layout Editor** can be reused throughout various sections of the **Report Designer** by dragging them from the **Drill-To Definitions** pane into the **Drill-To** tab of the **Layout Editor**.  *Figure: Drill-To Definitions pane and the Drill-To tab on the Layout Editor* ### Edit a Drill-To Definition 1. In the **Drill-To Definitions** pane, select the definition. 2. Click the **Edit** option at the bottom of the pane. ### Delete a Drill-To Definition 1. In the **Drill-To Definitions** pane, select the definition. 2. Click the **Delete** option at the bottom of the pane. New Drill-To definitions must be created from the **Layout Editor**. > [!TIP] For more details on how to use the *Drill-To* feature, see [Drill-To](../drill-to-definitions) and [Configure a Drill-To Definition](../how-to-configure-a-simple-drill-to-definition) /onestopreporting/help/report-designer/creating-reports/linking-sheets page 2024-08-07T11:22:23+03:00 # Linking sheets Linking sheets in the **OSR Report Designer** cannot be done in the same manner as in a regular workbook. To link sheets in the **Report Designer**, formulas are required because of the complexities of expanding groups and references between worksheets. This section will explain the steps for setting up a simple linked sheet. The concept can be applied to design more complex reports. ### Link sheets In this example, two identical sheets will be created, but the second sheet will reference cells from the first sheet. 1. Create a simple report with these items: - From the **General Ledger** folder, insert d*epartment, account, description* (under the **Account** dimension), and *amount* into cells B8 through E8. - Drag the **Period** dimension into cell E6 - Drag the **Year to date** function from the **Period Functions** module into cell E3. The report should look like the figure below shown below. > **NOTE:** Make sure that a group is created on row 8 and column E.  2. Right-click the worksheet and select **OneStop Reporting** *\>* **Copy**. 3. Create a new worksheet. 4. Right-click on the new sheet tab and select **OneStop Reporting** *\>* **Paste as new**.  Now, you must create reference names on the first sheet. 5. Access the first sheet (Sheet 1) and highlight cells E6 and F6. In the name box, rename this set of cells Period2.  > **NOTE:**The reason for selecting an extra cell to the right is because the group in column E contains an expanding group that will result in an unknown number of columns. Selecting the extra cell ensures that all columns created by the expansion are included in the reference. The same would apply if an expanding group existed in the row group. However, for an expanding group on a row, the extra cell selected should be one cell below. 6. Access the copied version of the report in *Sheet1(1)*. Delete the contents of cell E6 and link the period from the original sheet by entering the formula =INDIRECT("Sheet1!Period2").  You can now execute the report and the sheets will look identical because the *Period* dimension in the second sheet is referencing the *Period* dimension in the original sheet. /onestopreporting/help/report-designer/creating-reports/formatting-data-with-leading-zeros-in-excel page 2024-08-02T13:54:26+02:00 # Formatting data with leading zeros in Excel If data generated in the report contains leading zeros (for example, Department numbered 000), Excel will only display a single 0. However, you can properly display leading zeros by simply adding parenthesis before and after the OSR function in the formula bar. See the figure below.    /onestopreporting/help/report-designer/creating-reports/static-mode-for-reports-remove-or-keep-formulas-in-run-report page 2025-05-09T10:42:10+02:00 # Static mode for reports: Remove or keep formulas in run report Some of our users have very large reports, containing numerous cells with formulas, many that are referring to other cells and functions. This might cause performance issues when running reports in the portal. Therefore, we have made it possible to run reports in "static mode". This means that all formulas are removed in the workbook and the values are replaced with actual cell values. Users can control the formula settings for a report template from the **Report Properties** in **Report Designer**. On the **Reporting** tab, there is now a **Keep formulas in run report** checkbox. If this checkbox is deselected, the formulas are removed from the report. - The default setting for existing reports is selected (True). - The default setting for new reports is deselected (False). > [!NOTE] This option will not have any impact on budgets. ## Keep formulas in run reports 1. In Report **Designer**, on the **OneStop Reporting** tab, click **Report Properties**. 2. Click the **Reporting** tab. 3. Select the **Keep formulas in run report** checkbox. 4. Click **OK**. All formulas in the generated report are kept during processing. ## Remove formulas in run reports 1. In Report **Designer**, on the **OneStop Reporting** tab, click **Report Properties**. 2. Click the **Reporting** tab. 3. Clear the **Keep formulas in run report** checkbox. 4. Click **OK**. All formulas in the generated report are now removed during processing, and the values are replaced with actual cell values. When formulas are removed from a report, it is no longer possible to make calculations in run reports in **Reporting**. > [!NOTE] When formulas are removed from the report template, the drilldown will function as normal.  /onestopreporting/help/report-designer/creating-reports/use-of-macros page 2024-07-04T17:39:28+02:00 # Use of macros OneStop Reporting **Report Designer** does not support the use of macros. We use a third-party application to generate the reports in the portal and this application does not support any use of macros. /onestopreporting/help/report-designer/creating-reports/built-in-excel-security page 2024-08-02T13:54:26+02:00 # Built-in Excel security Excel has two different built-in security features: - The first is security on the Excel *file level*. You can protect the entire file by requiring a password to open and modify the workbook. This type of security does not interact with **Report Designer** and purely restricts who can access the report definition. For more information on security on the file level, refer to the appropriate [Microsoft Excel](https://support.office.com/en-us/article/protect-an-excel-file-7359d4ae-7213-4ac2-b058-f75e9311b599?ui=en-US&rs=en-US&ad=US) documentation. - The second type of built-in security for Excel is the *protect worksheet* or *protect workbook* feature. By using either of these features, you can *lock* the worksheet cells so that users may not modify the contents of locked cells unless the worksheet or workbook is unprotected. If this feature is used, there is a direct interaction with the **Report Designer** reading the protected report definition. Therefore, report designers *must* provide the password used to lock the worksheet/workbook in the **Report Properties** -\> **Protection** tab (see figure below). Otherwise, the report will not be generated and an error message will be shown.  /onestopreporting/help/report-designer/creating-reports/page-setup-for-reports page 2025-05-09T10:42:10+02:00 # Page setup for reports 1. (If not already open in Report Designer.) In **Reporting**, click  **Edit** to open the report in **Report Designer**. 2. Mark the area of the report that you want to include, for example, for PDF outputs. **NOTE:** Make sure you do not include areas with hidden rows or columns because these will appear as large white areas in the report. 3. On the **Page Layout** tab, in the **Page Setup** group, click **Print Area**. 4. Click **Set Print Area**. 5. In the **Scale to Fit** group, select **1 page** from the **Width** list. 6. In the **Scale to Fit** group, select **1 page** from the **Height** list. **NOTE:** If you have a very long report, for example, reports with large amounts of transaction listings, you should consider setting this option to **Automatic**. 7. In the **Page Setup** group, click **Orientation** and then click **Landscape. NOTE:** Even though this option is usually best for most reports, you should also consider using the **Portrait** option. 8. Upload (Ctrl+S) the report to OneStop Reporting.  > [!TIP] It is a good idea to check your report in the portal; 1. In **Reporting**, run the report. 2. Click the lower part of the  **Export to Excel** button and click **Download as PDF**. /onestopreporting/help/report-designer/creating-reports/best-practices-for-creating-consolidated-reports page 2025-05-09T10:42:10+02:00 # Best practices for creating consolidated reports > [!IMPORTANT] By "consolidated" we mean; collecting data across entities with similar constructs and summarize into a consolidated report. This is not true financial consolidation. Also note that currency translations are not handled automatically and must be set up in the template (using Report Designer). To be able to consolidate reports from multiple companies, you must: - **Have all companies in the same environment in the OneStop Reporting portal:** That means, all the companies must be within the same *Client* in **Administration** as shown in this example:  - **Have the module *GroupReporting* in your report.** In the example below we use dimensions and attributes in the module GroupReporing. This might be different in your accounting system.  - **Have a method for elimination implemented in your report template:** Generally, there are three methods you can use in **Report Designer**: (**The method you choose to use in OneStop Reporting, depends on how your company handles eliminations.**) 1. In your accounting system, you can use a specific *dimension* to tag internal transactions. In Report Designer, you must filter on this dimension in the elimination column. 2. If you have specific *accounts* used for internal transactions, you must filter on these accounts in the elimination column in the report template. 3. If you have a specific *company* for eliminations, you must use this to filter on in the elimination column in the report template > [!IMPORTANT] The consolidated report templates from OneStop Reporting do not have an elimination method implemented, and this must be included in the template. > Also note that the eliminations must be done for each company. /onestopreporting/help/report-designer/running-reports section 2024-08-02T13:54:26+02:00 # Running reports After a report definition is completed, you can run (execute) it in the **Report Designer***.* From **Report Designer** a report can also be published as a static Excel file for distribution to individuals without a **Report Designer** license. Reports can also be run in the **OneStop Reporting** portal, from the **Reporting** module. When the **Run** tab is active in **Report Designer** you cannot save any changes made to the document. Report definitions can only be saved while the **Design** tab is active. /onestopreporting/help/report-designer/running-reports/publishing-a-static-reporting page 2025-05-09T10:42:10+02:00 # Publishing a static report Static reports are normal Excel reports without a connection to the OSR Cloud that can be e-mailed to non-licensed users. ### Create a static report 1. On the **Run** tab, click the drop-down arrow in the **Run** button and select **Publish**. After clicking the **Publish** button, the **Designer** menu disappears. 2. Save the static report as a regular Excel file.  > [!CAUTION] If the connection to OneStop Reporting is stopped or disconnected at any point, the report will not be generated correctly. This will occur even if the connection is reestablished.  /onestopreporting/help/report-designer/running-reports/running-a-report page 2024-08-07T11:22:23+03:00 # Running a report From **OSR Report Designer** the report definition can be executed from the **Run** tab **(1)** in the **Designer** menu as shown in the figure below. *Figure: Run tab* Depending on the report definition, there may be multiple parameters **(2)**. For each parameter, you can use the **Lookup** button  to select the desired parameter. (See [Report parameters button](./../../creating-reports/report-parameters/report-parameters-wizard/manage-parameters) for more details). After you have selected the parameters, click **Run** to execute the report **(3)**. /onestopreporting/help/report-designer/installing-report-designer page 2025-05-09T10:42:10+02:00 # Install Report Designer The first time you are going to use Report Designer, you must install the OneStop Reporting add-on to your Excel application. Make sure your pc meets the technical requirements listed [here](./../../technical-requirements). > [!IMPORTANT] You must have administrator rights on your PC to be able to install Report Designer. If you don\'t, you must contact your IT department to get help. > [!TIP] For technical requirements, see [Technical Requirements.](./../../technical-requirements) for technical requirements For installation file: [Download Report Designer](https://portal.onestopreporting.com/reportdesigner/download). ## Install Report Designer If you have Excel open, close the application. 1. In the Portal, go to **Reporting**. 2. Click on a report and click **Edit**. A new window opens in your browser. 3\. Click the **Download the latest version of OSR Report Designer** link. 4\. Click **Run**. The **OSR Report Designer Setup Wizard** opens. 5\. Click **Next**.  6\. In the **Choose a file location** dialog box, use the default file location or choose another. 7\. Click **Install**.  The installation is done. 8\. Click **Close**.  9\. Back in the portal, go to **Reporting**. 10\. Click a report and click **Edit.** The report opens in Excel and you now have an extra **OneStop Reporting** tab.  /onestopreporting/help/user-settings section Shows you how to change your password, language, and homepage, as well as how to configure multi-factor authentication. 2024-08-02T13:54:26+02:00 # User settings Shows you how to change your password, language, and homepage, as well as how to configure multi-factor authentication. In **My profile**, you can change your OneStop Reporting password, set language, and enable Multi-Factor Authentication. See [My profile](./my-profile) for more information. /onestopreporting/help/user-settings/my-profile section 2025-02-27T10:50:39+01:00 # My profile ## Change start page 1. To access **My profile** settings, click your user name in the low left corner. 2. From the **Start Page** drop-down list, select the page you prefer as your start page. ## Change language 1. To access **My profile** settings, click your user name in the low left corner. 2. From the **Languages** drop-down list, select the language you prefer. ## Change password To change your login password for OneStop Reporting Portal; 1. Click your user name in the low left corner. 2. On the **My Profile** tab, under **Portal sign in**, click **Change password**. 3. In the **Change password** dialog box, enter your current password and your new password, twice. Your password must have at least six characters. 4. Click **Change**. 5. If you are using Multi-Factor Authentication, also complete these steps: - In the **Verification code** dialog, enter the code from your authenticator app. - Click **Verify**. /onestopreporting/help/user-settings/my-profile/install-and-set-up-authenticator-app page 2024-08-07T11:22:23+03:00 # Install and set up Authenticator app From **IOS App Store** or **Google Play**, install **Google Authenticator** or **Microsoft Authenticator**.  ------------------------------------------------------------------------ ### Set up Multi-Factor Authentication with Google Authenticator 1. Open the app and tap **Begin**. 2. Under **Add an account**, tap **Scan a barcode**.  **NOTE:** If you already have an account in the Authenticator, tap  **Add** and tap **Scan a barcode**.   3\. Scan the image in the **Set up Multi-Factor Authentication** dialog.  You will now receive a 6-digit code in the **Google Authenticator** app. **NOTE:** The code is valid for 30 seconds until you get a new code.  4\. In the **Set up Multi-Factor Authentication** dialog, in the **Code** field, enter the code and click **Verify**. ------------------------------------------------------------------------ ### Set up Multi-Factor Authentication with Microsoft Authenticator 1. Open the app and tap **ADD ACCOUNT**.   **NOTE:** If you already have an account in the Microsoft Authenticator, tap  **More** and then tap **Add account.** 2\. Select the **Other account** option. 3\. Allow the Authenticator to take pictures from your phone by tapping **ALLOW.** 4\. Scan the image in the **Set up Multi-Factor Authentication** dialog.  You will now receive a 6-digit code in the **Microsoft Authenticator** app. **NOTE:** The code is valid for 30 seconds until you get a new code.  5\. In the **Set up Multi-Factor Authentication** dialog, in the **Code** field, enter the code and click **Verify**.  /onestopreporting/help/user-settings/my-profile/log-on-to-onestop-reporting-with-multi-factor-authentication page 2024-08-02T13:54:26+02:00 # Sign 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. Open your authenticator app on your phone, either **Microsoft Authenticator**  or **Google Authenticator**. 4. In the **Verification code** dialog, enter the code from your authenticator app. 5. Click **Verify**. /onestopreporting/help/user-settings/my-profile/change-multi-factor-authentication-device page 2025-05-09T10:42:10+02:00 # Change Multi-Factor Authentication device If you get a new phone or tablet, you must change your Multi-Factor Authentication device in OneStop Reporting. 1. In the upper right-hand corner, click **User options** \> **My Profile**. 2. Under **Security**, click the **Change Multi-Factor Authentication device** link. 3. In the **Change Multi-Factor Authentication device** dialog, enter the code from your old device. 4. Click **Next**. 5. [Install an authenticator app](../install-and-set-up-authenticator-app) on your new device, such as, *Microsoft Authenticator* or *Google Authenticator*. 6. Scan the image to your app. 7. Enter the code from the authenticator app on your new phone. 8. Click **Verify**. The next time you log in, you must use the app on your new device to log on to OneStop Reporting. > [!TIP] If your old device is inaccessible, you must contact your administrator and ask for a [reset of your MFA](../reset-multi-factor-authentication). /onestopreporting/help/user-settings/my-profile/disable-multi-factor-authentication page 2025-05-09T10:42:10+02:00 # Disable Multi-Factor Authentication 1. In the top right corner of the screen, click your user name, then click **My Profile**. 2. Under **Security**, turn off  the **Enable Multi-Factor Authentication** 3. In the **Disable MFA** dialog, in the **Password** field, enter your password. 4. In the **Verification cod**e dialog, in the **Code** field, enter the code from your authenticator app. 5. Click **Verify**. You have now disabled MFA for your OneStop Reporting user profile. The next time you log in to OneStop reporting portal, you only need to provide your username and password. > [!IMPORTANT] If your administrator has enabled a Multi-Factor Authentication policy for all users, you cannot disable. /onestopreporting/help/user-settings/my-profile/reset-multi-factor-authentication page 2024-08-02T13:54:26+02:00 # Reset Multi-Factor Authentication If the mobile device where you had installed the authenticator app is lost or otherwise inaccessible, you must contact your administrator and ask the administrator to [reset your Multi-Factor Authentication.](./../../../management/customer-settings/reset-multi-factor-authentication) /onestopreporting/help/user-settings/my-profile/enable-multi-factor-authentication page 2024-08-07T11:22:23+03:00 # Enable Multi-Factor Authentication 1. In the upper right-hand corner, click **User options** \> **My Profile**. 2. Under **Security**, turn  on the **Enable Multi-Factor Authentication** switch. 3. [Install an authenticator app on your mobile device](../install-and-set-up-authenticator-app). **NOTE:** You can, for example, use *Microsoft Authenticator* or *Google Authenticator* from Google Play or App Store. 4. Scan the image on the screen into your authenticator app. **NOTE:** If you cannot scan the image, you can enter the code you see under **If you are unable to scan...**. 5. In the **Code** field, enter the code from your authenticator app. 6. Click **Verify**. You have now set up Multi-Factor Authentication for your OneStop Reporting user profile. The next time you sign in to OneStop Reporting portal, you must enter your username and password, and then enter a verification code from your authenticator app. For more information about Multi-Factor Authentication, click [here](../../../management/customer-settings/multi-factor-authentication). . /onestopreporting/help/administration section 2024-08-13T14:12:52+02:00 # Administration Settings /onestopreporting/help/administration/drilldown section 2025-05-02T15:06:45+02:00 # Drilldown layout You can customize the default drilldown view to display fields of your choice and in the order of your preference. > [!NOTE] You need the **Can customize drilldown layout** permission to customize the drilldown view. > [!TIP] The drilldown view you specify is global (within a company). If you, for example, drill down to General Ledger transactions, the drilldown view will look the same in all reports, for all users within that company. | | | |----|----| | **Icon** | **Description** | |  | **Dimensions**: These are dimensions from the ERP system, such as General Ledger, Sales, etc. | |  | **Fields**: These are fields from the selected dimension, such as Account, Account Name, Status, etc. | |  | **Amounts** | ## Customize the drilldown layout 1. Click **Drilldown layout.** 2. (If you have access to more than one company) From the  **Select company** menu, select the company you want to edit the drilldown for. 3. Under **Select dimension**, select the module for which you want to edit the drilldown view. For example, if you want to customize the drilldown for reports on General Ledger transactions, click the **General Ledger** folder. 4. Under the module folder, select a  dimension, such as **General Ledger Transactions**. Now, two new panes open: - **Available fields:** These are the  fields you can select to include in your custom drilldown. - **Drilldown layout:** Here you perform the editing of the drilldown view. **NOTE: Use default** is the default drilldown layout provided by OneStop Reporting. 5. To start customizing the drilldown view, click the **Customize** button. **NOTE:** When you click the button, you will see a new field in the **Drilldown layout** list; **Field being drilled down**. This is the field in the report where the end users click to drill down from. Usually, this will be an amount, such as Net Amount. 6. Edit the drilldown as you want: - To add fields to the drilldown; under **Available fields,** open a fields folder, such as **Account**, and click **** **Add**. - To remove a field from the drilldown; under **Drilldown layout**, click  **Remove**. - To change the order of the fields; under **Drilldown layout**, drag and drop the fields. 7. Click **Save**. ## Revert to default drilldown layout 1. Click **Drilldown layout.** 2. (If applicable) From the  **Select company** menu, select the company you want to edit the drilldown for. 3. Under **Select dimension**, select the module for which you want to edit the drilldown view. 4. Under the module folder, select a  dimension. **NOTE:** The customized drilldown dimension is marked with *(customized).* 5. Under **Drilldown layout**, click **Use default**. 6. Click **Save**. The drilldown layout is changed back to the default layout. /onestopreporting/help/administration/drilldown/example-change-drilldown-layout page 2025-05-09T10:42:10+02:00 # Example: Change drilldown layout In this example, we have a default drilldown view as shown in Figure 1. In the figure, you can see how the default setup looks in the **Drilldown layout** editor, and in the drilldown view from a run report. As you can see, the order of the columns matches the order in the **Drilldown layout** section. > [!NOTE] The modules, dimensions, and fields may have different names in your ERP system.  *Figure 1 Default drilldown view* We want to make the following changes to the drilldown layout for reports based on General Ledger Transactions: - Remove the **Region** field. - Move the **Net Amount** after **Description**. - Add **Status** field. We then take the following steps: 1. Click **Drilldown layout.** 2. Under **Select dimension**, click **General Ledger** folder, then click **General Ledger Transactions**. **NOTE:** The module, dimensions, and fields may have different names in your ERP system. 3. Under **Drilldown layout**, click **Customize**.  4\. Under **Drilldown layout**, next to **Region**, click  **Remove** to remove the **Region** column from the layout.  5\. Under **Drilldown layout**, move **Net Amount** after **Description**.  6\. Under **Available fields**, open the **Account** folder and next to **Status**, click **** **Add.** The **Status** column is added to the drilldown layout.  7\. Click **Save**. If we now run a report in **Reporting**, such as a Profit and Loss report, and drill down, we can see the following effects of the customizing in the figure below: - the **Region** column is removed - the **Net Amount** column is moved - a **Status** column is added.  *Drilldown before customizing*  *Drilldown after customizing* /onestopreporting/help/administration/periodic-keys page 2025-05-02T15:06:45+02:00 # Allocation Keys In this view you can add, edit and delete the Distribution rules used in the **Spreading** function in the **Budgeting** module (see [Edit budget data](../../budgeting/report/edit-budget-data)). Distribution rules are used to spread an amount among a set number of periods/cells (usually 12 months). The Portal contains some predefined distribution rules. To create allocation keys: 1. Click **Allocation Keys**. Existing rules are displayed in the list. 2. Click  **New row**. A new row is added to the list. 3. Enter a name for the rule in the **Name** column. 4. The default setup is 12 weight numbers; one for each month in the year. You can, however, add or remove value fields by clicking +/- after the row. **NOTE**: The number of periods/cells in a rule must match the number of columns in the budget where it is meant to be used in. If it does not match, the distribution rule will not be available in the **Using distribution rule** list in **Spreading**. 5. Enter the weight numbers in the cells. **Example 1**: If you want to spread the amount evenly to the first month of each quarter, enter 1 in cells 1, 4, 7 and 10. Enter 0 in the remaining cells. **Example 2**: If you want to spread the amount evenly, except for April and August, where the amount should be doubled: Enter 2 in cells 4 and 8, and 1 in the remaining cells. 6. Click  **Save**. > [!TIP] The distribution rule will be available to all users. /onestopreporting/help/administration/mclsetup page 2025-05-02T15:06:45+02:00 # Multi-Company setup > [!NOTE] You do not need a special license to set up and run multi-company reports. The **Multi-Company Setup** tool described here is available for Visma Business, Visma Global, and Visma Administration. Before you start running the **Multi-Company Setup**, it is important to check that you have enabled all companies, parent and subsidiaries, in the connection in **Data connection**. In addition, you must have selected the **Enable multi-company** checkbox in **Administration** \> **Units** \> the client \> **Details**. Next, a user with the **Manage data connection** permission sets up OneStop Reporting for multi-company reporting through the **Multi-Company Setup**. During the setup, you determine the parent company and its subsidiaries per data connection. Please note that we do not support a hierarchy of companies, simply two levels; one parent company and its subsidiaries. After you have installed the *Multi-Company Setup*, a new *Group Reporting* dimensions will appear in **Report Designer**. When you build reports for group reporting, you must use data items from these dimensions. > [!IMPORTANT] When you run consolidated reports, you must run the report for the parent company. ## Multi-Company Setup To set up multi-company reporting; 1. Click  **Multi-Company Setup**. 2. (If applicable) In the **Integration** list, select integration. 3. (If applicable) In the **Connection** list, select the data connection where you have your companies. **NOTE:** It is recommended to always have one connection per parent company. For each connection, only one parent company configuration is stored. 4. Under **Parent company**, select the parent company. The company you select as parent company will appear in bold font. **NOTE:** The companies that appear in the list are the companies you selected when you set up your connection in **Data connection**. 5. In the list of companies that appears, () select the subsidiary companies. 6. Click **Install**. ### Changes that may require Multi-Company Setup reinstallation If you have made any of the following changes, you should consider reinstalling the Multi-Company Setup: - removed companies in **Data connection** - made changes in the subsidiaries that affect the runtime-model, such as new modules, free dimensions, etc. - made changes in the Budget Setup /onestopreporting/help/administration/setup page 2025-05-02T15:06:45+02:00 # Budgeting setup (on-premise ERP systems) ### Budgeting Setup To prepare your ERP database for the direct write-back budgeting functionality, you must run through the Budgeting Setup procedure. This procedure will install the OSR Extension tables into your ERP system's database. These tables are designed to extend the ERP system's following Dimensions: Account, Employee and Budget version. In addition, a table to enable budgeting Line Item Detail entries will be installed. Many of the ERP systems lack sufficient properties in the Account and Employee master data (dimensions) to construct a full budgeting model that includes expense and payroll budgeting. The additional tables installed will provide storage capabilities for these situations. > [!IMPORTANT] The **Budgeting Setup** will only be available if your client has client level Complete. > [!IMPORTANT] This procedure does not change any of the original ERP systems' tables or data. It only adds additional tables into the database. ### Prepare your ERP system database with additional tables for budgeting 1. Click **Budgeting Setup**. 2. (If applicable) In the **Integration** drop-down list, select the integration. 3. (Not applicable for all integrations.) In the **Connection** drop-down list, select the database. 4. In the **Companies** section, ✅ select the company to set up the budgeting for. 5. Click **Install**. > [!IMPORTANT]To be able to set up budgeting, the user who initially installed the Cloud Agent must have administration rights for inserting tables into the ERP database. /onestopreporting/help/settings section Settings to automatically display the last run templates in the reporting/budget module. 2024-08-02T13:54:26+02:00 # Settings Settings to automatically display the last run templates in the reporting/budget module. /onestopreporting/help/settings/budgeting page 2025-05-09T10:42:10+02:00 # Budgeting settings Using the **Budgeting** **Settings**, you can decide if you want to show your last run budget in **Budgeting**. > [!NOTE] The setting is turned *on* by default. To access the Budgeting Settings; 1. Click  **Settings**. 2. Click **Budgeting**. 3. Use the  **Show the last run budget automatically** switch to decide whether you want to show your last run budget in **Budgeting** or not the next time you enter the report player. **NOTE**: The setting is valid for all of your tenants and customers (if you have access to multiple). /onestopreporting/help/settings/notifications page 2024-07-04T17:39:28+02:00 # Notifications settings The **Notifications** functionality allows you to know when certain events occur in the **OneStop Reporting Portal**. For example, when someone shares a report with you, you will see a red circle on the **Notifications** button.  Click the link below for more information. [Notifications](./../../user-profile/notification-settings) /onestopreporting/help/settings/reporting page 2025-05-09T10:42:10+02:00 # Reporting settings Using the **Reporting** **Settings**, you can decide if you want to show your last run report in **Reporting**. > [!NOTE] The setting is turned *on* by default. To access the Reporting Settings; 1. Click  **Settings**. 2. Click **Reporting**. 3. Use the  **Show the last run report automatically** switch to decide whether you want to show your last run report in **Reporting** or not the next time you enter the report player. **NOTE**: The setting is valid for all of your tenants and customers (if you have access to multiple). /onestopreporting/help/home section 2024-09-26T10:26:03+02:00 # Menus ## Menues In the top and side bar, you have the following options: | | | | |:--:|----|----| | **Button** | **Name** | **Description** | |  | Minimize/maximize | Click to minimize or maximize the main menu. | |  | Notifications | Click to see your [notifications](../user-profile/notification-settings) and access the **Notification settings**. | |  | In-app guides | Click to see in-app guides. | |  | Feedback | Click to send us your feedback. | | \ | User options | Click to change your password, [change client](../../help/home/change-tenant/)(if applicable), or log out. | /onestopreporting/help/home/change-tenant page 2025-05-09T10:42:10+02:00 # Change client If you have access to multiple clients, you can change clients as follows: 1. In the top right corner, click on the clientname. 2. Click on **Clients** in the menu that appears. 3. Select a client from the list. The screen refreshes with the settings for the selected client. > [!NOTE] If you only have access to one client you will not get this option ### How can I see which client(s) my user belongs to? If you have more than one client, you have an option called **Clients** when clicking on your login name in the upper right corner of the Portal. Clicking on this option will show a list of all clients you have access to.  You can switch between the different clients by clicking the name of the client you want to work in. If your user has access to one client only, he or she will only see the name of this client and will not have the option to change client. /onestopreporting/help/technical-requirements page Minimum requirements for OneStop Reporting 2024-08-02T13:54:26+02:00 # Technical Requirements Minimum requirements for OneStop Reporting The following are the minimum requirements for OneStop Reporting: ### Browser support - Chrome (latest version) - Edge (latest version) - Firefox (latest version) - Other\*\* \*\*Most other web browsers that follow web standards should be compatible but are not officially supported. ### Report Designer - Windows 10 (32-bit or 64-bit) or Windows Server 2012 or higher - Microsoft Office Excel 2013 or higher (32 or 64 bit) - .NET Framework 4.7.2 - CPU: Intel/AMD Dual core or better - RAM: 4 GB or higher