{"title":"Distribution","url":"https://docs.vismasoftware.no/onestopreporting/reporting/distribution/","link":"/onestopreporting/reporting/distribution/","description":"Distribution offers simple administration of report templates.","content":"\u003cp\u003eThe \u003cstrong\u003eDistribution\u003c/strong\u003e 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\u0026rsquo;s custom report templates.\u003c/p\u003e\n\n    \u003cdiv class=\"admonition admonition-important\" role=\"note\"\u003e\n    \u003cdiv class=\"admonition-title\"\u003e\n        \n        Important\n        \n    \u003c/div\u003e\n    \u003cdiv class=\"admonition-body\"\u003e\n        \u003cp\u003eYou need to be a top or group level administrator to see the \u003cem\u003eDistribution\u003c/em\u003e page.\u003c/p\u003e\n    \u003c/div\u003e\n    \u003c/div\u003e\n\n\u003ch2 id=\"overview-distribution\" class=\"group\"\u003eOverview: Distribution\u003ca class=\"prose-heading-self-link\" href=\"#overview-distribution\" aria-label=\"Heading self-link\"\u003e\u003c/a\u003e\n\u003c/h2\u003e\n\u003ch3 id=\"onestop-reporting-top-group-and-client-levels\" class=\"group\"\u003eOneStop Reporting, top, group, and client levels\u003ca class=\"prose-heading-self-link\" href=\"#onestop-reporting-top-group-and-client-levels\" aria-label=\"Heading self-link\"\u003e\u003c/a\u003e\n\u003c/h3\u003e\n\u003cp\u003eOn the left-hand side of the page, you will see your tree structure and is the same as on the \u003cstrong\u003eAdministration\u003c/strong\u003e 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.\u003c/p\u003e\n\n    \u003cdiv class=\"admonition admonition-warning\" role=\"note\"\u003e\n    \u003cdiv class=\"admonition-title\"\u003e\n        \n        Warning\n        \n    \u003c/div\u003e\n    \u003cdiv class=\"admonition-body\"\u003e\n        \u003cp\u003eStart 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.\u003c/p\u003e\n    \u003c/div\u003e\n    \u003c/div\u003e\n\n\u003col\u003e\n\u003cli\u003eOneStop Reporting standard reports\u003c/li\u003e\n\u003cli\u003eTop level\u003c/li\u003e\n\u003cli\u003eGroup level\u003c/li\u003e\n\u003cli\u003eClient level\u003c/li\u003e\n\u003c/ol\u003e\n\u003ch3 id=\"see-which-reports-you-have-distributed\" class=\"group\"\u003eSee which reports you have distributed\u003ca class=\"prose-heading-self-link\" href=\"#see-which-reports-you-have-distributed\" aria-label=\"Heading self-link\"\u003e\u003c/a\u003e\n\u003c/h3\u003e\n\u003cp\u003eThe reports shown to the right are distributed reports that are distributed from that specific level.\u003c/p\u003e\n\u003cp\u003e\u003cimg src=\"/onestopreporting/reporting/distribution/img/en/word-image-24236-4-1024x564.png\"\u003e\u003c/p\u003e\n\u003cp\u003e\u003cem\u003eReports distributed to the \u0026ldquo;North\u0026rdquo; group are in turn distributed to the clients in the group.\u003c/em\u003e\u003c/p\u003e\n\u003ch3 id=\"where-can-i-see-where-reports-are-distributed-from\" class=\"group\"\u003eWhere can I see where reports are distributed from?\u003ca class=\"prose-heading-self-link\" href=\"#where-can-i-see-where-reports-are-distributed-from\" aria-label=\"Heading self-link\"\u003e\u003c/a\u003e\n\u003c/h3\u003e\n\u003cp\u003eIn \u003cstrong\u003eReporting\u003c/strong\u003e, you can see where your reports are distributed from.\u003c/p\u003e\n\u003cp\u003e\u003cimg src=\"/onestopreporting/reporting/distribution/img/en/word-image-24236-5-1024x508.png\"\u003e\u003c/p\u003e\n\u003ch2 id=\"distribute-reports-to-the-top-customer-level\" class=\"group\"\u003eDistribute reports to the top (customer) level\u003ca class=\"prose-heading-self-link\" href=\"#distribute-reports-to-the-top-customer-level\" aria-label=\"Heading self-link\"\u003e\u003c/a\u003e\n\u003c/h2\u003e\n\u003cp\u003eBy distributing reports to the top level, you distribute the report(s) to \u003cem\u003eall\u003c/em\u003e clients under that level.\u003c/p\u003e\n\n    \u003cdiv class=\"admonition admonition-important\" role=\"note\"\u003e\n    \u003cdiv class=\"admonition-title\"\u003e\n        \n        Important\n        \n    \u003c/div\u003e\n    \u003cdiv class=\"admonition-body\"\u003e\n        \u003cp\u003eOnly administrators at the top (customer) level can distribute reports to \u003cem\u003eall\u003c/em\u003eclients.\u003c/p\u003e\n    \u003c/div\u003e\n    \u003c/div\u003e\n\n\u003col\u003e\n\u003cli\u003eClick \u003cstrong\u003eDistribution.\u003c/strong\u003e\u003c/li\u003e\n\u003cli\u003eIn the tree structure, click the top level.\u003c/li\u003e\n\u003cli\u003eClick the \u003cstrong\u003eImport\u003c/strong\u003e button.\u003c/li\u003e\n\u003cli\u003eIn the \u003cstrong\u003eImport from\u003c/strong\u003e list, select the client or group you want to distribute the reports from.\u003c/li\u003e\n\u003cli\u003e(If not already selected.) In the \u003cstrong\u003eImport to\u003c/strong\u003e list, select the customer (top level) you want to distribute reports to.\u003c/li\u003e\n\u003cli\u003eIn the \u003cstrong\u003eTemplates\u003c/strong\u003e list, select \u003cimg src=\"/onestopreporting/reporting/distribution/img/en/word-image-24236-7.png\"\u003e the report template(s) you want to distribute. \u003cstrong\u003eNOTE\u003c/strong\u003e: 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 \u003cstrong\u003eImport copies\u003c/strong\u003e 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.\u003c/li\u003e\n\u003cli\u003eClick \u003cstrong\u003eImport\u003c/strong\u003e.\u003c/li\u003e\n\u003cli\u003eAre \u003cstrong\u003eyou sure you want to move report?\u003c/strong\u003e dialog, click \u003cstrong\u003eConfirm\u003c/strong\u003e.\u003c/li\u003e\n\u003c/ol\u003e\n\n    \u003cdiv class=\"admonition admonition-tip\" role=\"note\"\u003e\n    \u003cdiv class=\"admonition-title\"\u003e\n        \n        Tip\n        \n    \u003c/div\u003e\n    \u003cdiv class=\"admonition-body\"\u003e\n        \u003cp\u003eYou can see which clients you are distributing the report(s) to by clicking the blue \u003cem\u003eclient\u003c/em\u003etext.\nKeep 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 \u003cem\u003eImport to\u003c/em\u003elist.\u003c/p\u003e\n    \u003c/div\u003e\n    \u003c/div\u003e\n\n\u003ch2 id=\"distribute-reports-to-the-group-level\" class=\"group\"\u003eDistribute reports to the group level\u003ca class=\"prose-heading-self-link\" href=\"#distribute-reports-to-the-group-level\" aria-label=\"Heading self-link\"\u003e\u003c/a\u003e\n\u003c/h2\u003e\n\u003cp\u003eBy distributing reports to the group level, you distribute the report(s) to \u003cem\u003eall\u003c/em\u003e clients under the group level.\u003c/p\u003e\n\n    \u003cdiv class=\"admonition admonition-important\" role=\"note\"\u003e\n    \u003cdiv class=\"admonition-title\"\u003e\n        \n        Important\n        \n    \u003c/div\u003e\n    \u003cdiv class=\"admonition-body\"\u003e\n        \u003cp\u003eYou need to be a top-level administrator or \u003cem\u003eGroup administrator\u003c/em\u003eto see the \u003cem\u003eDistribution\u003c/em\u003e page.\u003c/p\u003e\n    \u003c/div\u003e\n    \u003c/div\u003e\n\n\u003col\u003e\n\u003cli\u003eClick \u003cstrong\u003eDistribution.\u003c/strong\u003e\u003c/li\u003e\n\u003cli\u003eIn the tree structure, click the group you want to import reports to.\u003c/li\u003e\n\u003cli\u003eClick the \u003cstrong\u003eImport\u003c/strong\u003e button.\u003c/li\u003e\n\u003cli\u003eIn the \u003cstrong\u003eImport from\u003c/strong\u003e list, select the level you want to import reports from.\u003c/li\u003e\n\u003cli\u003e(If not already selected.) In the \u003cstrong\u003eImport to\u003c/strong\u003e list, select the group you want to distribute reports to.\u003c/li\u003e\n\u003cli\u003eIn the \u003cstrong\u003eTemplates\u003c/strong\u003e list, select \u003cimg src=\"/onestopreporting/reporting/distribution/img/en/word-image-24236-9.png\"\u003e the report template(s) you want to distribute. \u003cstrong\u003eNOTE\u003c/strong\u003e: 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 \u003cstrong\u003eImport copies\u003c/strong\u003e 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.\u003c/li\u003e\n\u003cli\u003eClick \u003cstrong\u003eImport\u003c/strong\u003e.\u003c/li\u003e\n\u003cli\u003eIn the \u003cstrong\u003eAre you sure you want to move report?\u003c/strong\u003e dialog, click \u003cstrong\u003eConfirm\u003c/strong\u003e.\u003c/li\u003e\n\u003c/ol\u003e\n\n    \u003cdiv class=\"admonition admonition-tip\" role=\"note\"\u003e\n    \u003cdiv class=\"admonition-title\"\u003e\n        \n        Tip\n        \n    \u003c/div\u003e\n    \u003cdiv class=\"admonition-body\"\u003e\n        \u003cp\u003eYou can see which clients you are distributing the report(s) to by clicking the blue \u003cem\u003eclient\u003c/em\u003etext. 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.\u003c/p\u003e\n    \u003c/div\u003e\n    \u003c/div\u003e\n\n\u003ch2 id=\"distribute-reports-to-the-client-level\" class=\"group\"\u003eDistribute reports to the client level\u003ca class=\"prose-heading-self-link\" href=\"#distribute-reports-to-the-client-level\" aria-label=\"Heading self-link\"\u003e\u003c/a\u003e\n\u003c/h2\u003e\n\u003cp\u003eBy distributing reports to the client level, you move the report(s) to \u003cem\u003ethose specific\u003c/em\u003eclients.\u003c/p\u003e\n\n    \u003cdiv class=\"admonition admonition-important\" role=\"note\"\u003e\n    \u003cdiv class=\"admonition-title\"\u003e\n        \n        Important\n        \n    \u003c/div\u003e\n    \u003cdiv class=\"admonition-body\"\u003e\n        \u003cp\u003eYou need to be a top-level administrator or \u003cem\u003eGroup administrator\u003c/em\u003eto see the \u003cem\u003eDistribution\u003c/em\u003e page.\u003c/p\u003e\n    \u003c/div\u003e\n    \u003c/div\u003e\n\n\u003col\u003e\n\u003cli\u003eClick \u003cstrong\u003eDistribution.\u003c/strong\u003e\u003c/li\u003e\n\u003cli\u003eIn the tree structure, click the client you want to import reports to.\u003c/li\u003e\n\u003cli\u003eClick the \u003cstrong\u003eImport\u003c/strong\u003e button.\u003c/li\u003e\n\u003cli\u003eIn the \u003cstrong\u003eImport from\u003c/strong\u003e list, select the level you want to import reports from.\u003c/li\u003e\n\u003cli\u003e(If not already selected.) In the \u003cstrong\u003eImport to\u003c/strong\u003e list, select the client you want to distribute reports to.\u003c/li\u003e\n\u003cli\u003eIn the \u003cstrong\u003eTemplates\u003c/strong\u003e list, select \u003cimg src=\"/onestopreporting/reporting/distribution/img/en/word-image-24236-11.png\"\u003e the report template(s) you want to distribute. \u003cstrong\u003eNOTE\u003c/strong\u003e: 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 \u003cstrong\u003eImport copies\u003c/strong\u003e 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.\u003c/li\u003e\n\u003cli\u003eClick \u003cstrong\u003eImport\u003c/strong\u003e.\u003c/li\u003e\n\u003cli\u003eIn the \u003cstrong\u003eAre you sure you want to move report?\u003c/strong\u003e dialog, click \u003cstrong\u003eConfirm\u003c/strong\u003e.\u003c/li\u003e\n\u003c/ol\u003e\n\n    \u003cdiv class=\"admonition admonition-tip\" role=\"note\"\u003e\n    \u003cdiv class=\"admonition-title\"\u003e\n        \n        Tip\n        \n    \u003c/div\u003e\n    \u003cdiv class=\"admonition-body\"\u003e\n        \u003cp\u003eYou can see the client you are distributing the report(s) to by clicking the blue \u003cem\u003eclient\u003c/em\u003e text.\u003c/p\u003e\n    \u003c/div\u003e\n    \u003c/div\u003e\n\n\u003ch2 id=\"delete-report-templates\" class=\"group\"\u003eDelete report templates\u003ca class=\"prose-heading-self-link\" href=\"#delete-report-templates\" aria-label=\"Heading self-link\"\u003e\u003c/a\u003e\n\u003c/h2\u003e\n\u003col\u003e\n\u003cli\u003eClick \u003cstrong\u003eDistribution.\u003c/strong\u003e\u003c/li\u003e\n\u003cli\u003eIn the tree structure, select the level you want to delete the report template from.\u003c/li\u003e\n\u003cli\u003eIn the \u003cstrong\u003eTemplates\u003c/strong\u003e list, select \u003cimg src=\"/onestopreporting/reporting/distribution/img/en/word-image-24236-13.png\"\u003e the report template(s) you want to delete.\u003c/li\u003e\n\u003cli\u003eClick \u003cstrong\u003eDelete\u003c/strong\u003e.\u003c/li\u003e\n\u003cli\u003eIn the \u003cstrong\u003eDelete report confirmation\u003c/strong\u003e dialog, click \u003cstrong\u003eYes\u003c/strong\u003e.\u003c/li\u003e\n\u003c/ol\u003e\n","children":[{"title":"Change the name of distributed reports","description":"Change the name of distributed reports","url":"https://docs.vismasoftware.no/onestopreporting/reporting/distribution/change-name-on-distributed-reports/","link":"/onestopreporting/reporting/distribution/change-name-on-distributed-reports/"}]}