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Help
Reporting
Duplicate report template
Create new report template
Edit report template
Open report template
Add comment
Run report
Drill down and voucher view
Publish report template
Share a generated report
Archive report
Export report to Excel
Export report as PDF
View report log
Package report templates
Manage categories and share your report templates
Change name of reports
View and change ownership of reports
Convert reports and budgets from Visma Business to Business NXT
Get report templates
Mark reports as favorites
Workflow
Create new workflow
Duplicate workflow
View published workflow
Workflow status
Edit budget template in published workflows
Archive
View reports
Drilldown and voucher view
Publisher
Publisher: Overview
Edit an existing publishing job
Delete an existing publishing job
View log of a publishing job
Create a new publishing job
Chart of Accounts
Search and Filter
Budgeting
Create new budget template
Create budget template in Report Designer
Get budget templates
Edit budget template
Open budget template
Run budget template
Edit budget data
Spread function
Adjust function
Add line item details
View budget history
Assign budget template
Duplicate budget template
Publish budget template
Manage categories in Budgeting
Assignments
Generate assignments
Work with assignments
Data Manager
Data Manager
Create new budget scenario
Import Data
Create a data import
View a data import log
Administration
Manage users
Add users
Edit users
Change user levels for one, or multiple users
Change ownership of content
Move content to another user
Receive content from another user
User types and client levels
Add company access for multiple users
Assign roles for multiple users
Limit data access for a user
Delete user(s)
Search for and filter users
Manage roles
Create roles
User Roles and Report Labels
Manage companies
Add Free Text information to companies
Manage clients and units
Create a new client
Change client levels
Delete clients
Move client
Create new group
Delete group
Manage Data import
Create Data import
Check Data import logs
Manage Data Connections
Data connection local (On-prem)
Install OneStop Reporting Cloud Agent
Move OneStop Reporting Cloud Agent to another machine
Cloud Agent technical document
Create connection (for on-premise ERP systems)
Create Data Connection Cloud
Create a connection for Contracting Works
Opprette integrasjon mot Customer Insight
Create integration with VismaNet
Opprette integrasjon mot Tripletex
Create integration with Xledger
Create integration with PowerOffice Go
Create integration with 24SevenOffice
Usage - See license usage and create reports
Customer settings
Multi-Factor Authentication
Search for clients, companies, users, and roles
Distribution
Dashboards
Notifications
Notifications
Report Designer
Introduction
Report Configuration
Report Designer user interface
Layout Editor
One Stop Reporting Excel ribbon
Options
1. Designer tab
2. Application tab
Report Properties
Report Designer menu
Designing reports
Report building options
Modules from the ERP system
Data items
Period Functions
Report parameters
Report Parameters Wizard
Report Parameters button
Report Parameters Layout Editor
Layout Editor
Filters
Dimension Lookup
Operators
Grouping and sorting
Grouping
Sorting
Period aggregation
Expanding groups
Expanding Groups in an Expanding Group
Advanced period formulas
Property hierarchy
Copy and paste
Expressions and KPIs
KPIs
Use KPIs in reports
Examples: Create Expressions and KPIs
Create KPI based on Expressions
Create KPI based on Measure
Create expressions: INCOME and COGS
Expressions
Use expressions in reports
Drilldown
Drill-To
Configure a Drill-To definition
Drill-To Definitions
Linking sheets
Formatting data with leading zeros in Excel
Static mode for reports: Remove or keep formulas in run report
Use of macros
Built-in Excel security
Page setup for reports
Best practices for creating consolidated reports
Running reports
Publishing a static report
Running a report
Install Report Designer
User settings
My profile
Administration Settings
Drilldown layout
Example: Change drilldown layout
Allocation Keys
Multi-Company setup
Budgeting setup (on-premise ERP systems)
Settings
Budgeting settings
Notifications settings
Reporting settings
Menus
Change client
Technical Requirements
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Release Notes
UniEconomy: Drilldown attribute names clarified
September 9, 2024
Integrations: Unieconomy
Changed dimension attribute labels to “name” and “number” in drilldown and Report Designer.
VAT category import failures fixed
September 9, 2024
Tripletex: Non-posted vouchers include more details
September 9, 2024
