/onestopreporting/reporting section Create and edit report templates / Run reports 2026-05-08T12:27:49+02:00 # Reporting Create and edit report templates / Run reports How to create, edit, and run report templates based on real-time data from your ERP system. Archive reports How to distribute reports to other users How to create and run publishing jobs How to create budget scenarios in Data Manager. /onestopreporting/reporting/reports section Create and edit report templates / Run reports 2026-05-08T12:27:49+02:00 # Reports Create and edit report templates / Run reports Here you can create report templates, run reports, and share reports with your colleagues. In the **Reporting** window, you can see report templates created by you or your colleagues. Report templates that have not been [published](./player/publish-report-template), are displayed with the **Draft** status icon. If you want to refine the list of reports in your report library, use the [filter](./search-filter) on the right side of the screen. ## Options in the Reporting screen  | Layout | Click one of these buttons to change the layout of the report template view. Under the button with three dots **...**  And the **Three dots ...** behind the reports  You will find these options | **Button** | **Name** | **Description** | | |----------------------------------------------------|----------------|----------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------|--| |  | Open | Click here to open and view the selected report template. Opening a report template also gives you access to options like [sharing](./player/share-reports) and [archiving](./player/archive-reports). See [Open report template](./player). | | |  | Open in Excel | Click here to open the report in a run-only mode in Excel. No editing is possible in this mode and the Design mode is disabled. | | |  | Edit | Click here to edit the selected [report template](./edit-report-template) or [package](./package-reports). | | |  | Delete | Click here to delete the selected report templates and/or packages. | | |  | Duplicate | Click here to create a copy of the selected report template. See [Duplicate report template](./duplicate-report-template). | | |  | Publish | Click here to publish the report template. This option is only available if the report template is a draft. See [Publish report template](./player/publish-report-template). | | |  | Categorize | Click this button to categorize the selected report templates. See [Manage categories](./manage-categories). | | |  | Add to package | Click here to add the selected report templates to a package. See [Package reports](./package-reports). | | |  | Download | Click here to download the report template (for example as a backup). | | |  | Upload | Click here to upload a report template to the portal. | | |  | New | Click here to create a new report template. See [Create report template](./create-report-template). | | /onestopreporting/reporting/reports/duplicate-report-template page 2026-05-08T12:27:49+02:00 # Duplicate report template To use our standard reports as templates for customized reports, you must copy the report you want to edit. Note that standard reports or reports at a higher level than your access level cannot be edited directly, to prevent affecting other users. If you cannot edit a report, this may be due to these reasons, lack of permissions, or because the client is on a "Start" level. The solution is to duplicate the report, allowing you to edit the copy. Duplicating the report template also provides a backup, which is useful if you want a copy before editing or in case you make a mistake that is difficult or time-consuming to fix. ## How to Duplicate a Report Template 1. Go to **Reporting**. 2. Click on the three dots to the right of the report you wish to duplicate. 3. Select **Duplicate**. The *"Duplicate Report"* dialog box will appear. 4. Enter a new name for the report template. 5. Click on **Duplicate**. Now you will be able to select **Edit** when you click on the three dots on the duplicated report template. /onestopreporting/reporting/reports/create-report-template page Create new report templates with logical names and draft status. 2026-05-08T12:27:49+02:00 # Create new report template Create new report templates with logical names and draft status. To create a report template: 1. Click **Reporting**. 2. Click on the button with three dots **...**  3. Click **New**. The **New report** dialog is displayed. 4. Select a company. Data from this company will be used in your report template. 5. Enter a name in the **Report name** field. Use a logical name for the report template to make it easy to identify. 6. Click **Create**. The report template is added to list, and has **Draft** status  > [!NOTE] > If you have () selected a [category](./../manage-categories) or categories when you create a new report, the new report template will automatically be added to that category or categories. /onestopreporting/reporting/reports/edit-report-template page Select a report template and click edit to open Report Designer. 2026-05-08T12:27:49+02:00 # Edit report template Select a report template and click edit to open Report Designer. 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. /onestopreporting/reporting/reports/player section Open report templates to select parameters, run, export, or archive 2026-05-08T12:27:49+02:00 # Open report template Open report templates to select parameters, run, export, or archive 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](../player/run-report). All generated reports can be viewed in the [History dialog](../player/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 view the report in full-screen mode. Click again to return. | |  | 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](../player/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, as it 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](../player/add-comment). | |  | Share | Click here to share the report with your colleagues. See [Share report](../player/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](../player/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](../player/view-report-history). | |  | Close | Click here to close the report template. | See also: [Drilldown and voucher view](./../../archive/report/drilldown-and-voucher-view) /onestopreporting/reporting/reports/player/add-comment page Add comment sheets to report templates by typing directly or uploading templates. 2026-05-08T12:27:49+02:00 # Add comment Add comment sheets to report templates by typing directly or uploading templates. 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/reporting/reports/player/run-report section Open the template, select the period, and click Run to update. 2026-05-08T12:27:49+02:00 # Run report Open the template, select the period, and click Run to update. 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/reporting/reports/player/run-report/drill-down-and-voucher-view page Right-click cells to drill down and view document links. 2026-05-08T12:27:49+02:00 # Drill down and voucher view Right-click cells to drill down and view document links. 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/reporting/reports/player/publish-report-template page Publish drafts via the menu to make the report official. 2026-05-08T12:27:49+02:00 # Publish report template Publish drafts via the menu to make the report official. Select a report template with the status **Draft**, click the three dots  behind the report , and and click **Publish**. Or open a report template with the status **Draft** and click on the button with three dots **...** choose **Publish** from the drop down meny. The report template will now be \"official\". Other users can access the report template if you [categorize](./../../manage-categories) it or [share](./../share-reports) it. /onestopreporting/reporting/reports/player/share-reports page Run a report, select users or roles, and click Share. 2026-05-08T12:27:49+02:00 # Share a generated report Run a report, select users or roles, and click Share. You can share your generated report with your colleagues. The report will be visible in their archive. To share a generated report: 1. Open the report template using one of these methods: - Select the report template , and click on the three dots  behind the report Click **Open**. - Click on the report template card. - (In List view) Double-click the report template in the list. 2. If relevant: Set the date parameter and any other available parameters. 3. Click **Run**. 4. Click the button with three dots **...** and then choose **Share** from the drop down meny. The **Share report** dialog is displayed. If the report has been shared previously, you can see when and with whom the report was shared. 5. **Note**: The **Share** button is not available if the report is a draft. Click **Publish**. 6. Select the users with whom you want to share the report: - Search: Use the **Search** field to search for and select individual users. - Roles: In the top part of the list, you can select one or more roles. The report will be shared with all users belonging to the roles you have selected. - Users: Select individual users in the list. 7. **Note**: You can only share the report with users who have permission to view the report data. 8. Click **Share**. The button changes to blue and status **Shared**. The current edition of the report is also [archived](../archive-reports). /onestopreporting/reporting/reports/player/archive-reports page Run the report, select Send to archive, and find it there. 2026-05-08T12:27:49+02:00 # Archive report Run the report, select Send to archive, and find it there. You can archive a report for future reference. The report template will still be available for editing and updating in **Reporting**. The report edition that you archive is saved in the [archive](./../../../archive). To do so: 1. Open the report template using one of these methods: - Select the report template, and click on the three dots **...** behind the report  Click  **Open**. - Click on the report template card. - (In List view) Double-click the report template in the list. 2. Select parameter(s) and click **Run**. 3. Click on the button with three dots **...** and then choose **Send to archive** from the drop down meny. The button changes to green and status **Archived**. /onestopreporting/reporting/reports/player/export-report-to-excel page Open the template, run the report, and click Export to Excel. 2026-05-08T12:27:49+02:00 # Export report to Excel Open the template, run the report, and click Export 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/reporting/reports/player/export-report-as-pdf page Open the template, run the report, and select Download as PDF. 2026-05-08T12:27:49+02:00 # Export report as PDF Open the template, run the report, and select Download as PDF. ## Export report as PDF file 1. In **Reporting**, select a report template or report package. 2. Click on the **Three dots**  and choose  **Open**. 3. Select parameter(s) and click  **Run**. 4. Click the button with three dots **...** and select **Download as PDF** from the drop down meny. 5. Select to open or save the PDF file. /onestopreporting/reporting/reports/player/view-report-history page Open the log to view status, cancel, or remove report runs. 2026-05-08T12:27:49+02:00 # View report log Open the log to view status, cancel, or remove report runs. The **Log** dialog contains a list of all reports that have been generated from a report template. You can see the status, parameters and run time for each report, and also delete reports, and cancel reports being processed. To view the report history: 1. Open a report template using one of these methods: - Select the report template in the list, and click  **Open**. - Click on the report template card. - (In List view) Double-click the report template in the list. 2. Click on the button with three dots **...** then choose **Log** from the drop down meny. The **Log** dialog is displayed. In the **Log** dialog you have the following options: | Button | Column | Description | |----------------------------------------------------------------------|--------|--------------------------------------------------| |  | Status | The report is ready. | |  | Status | The report has been archived. | |  | Status | The report is being processed. | |  | Select | Click here to delete a report. | |  | Select | Click here to cancel the processing of a report. | /onestopreporting/reporting/reports/package-reports page Group multiple report templates into a package 2026-05-08T12:27:49+02:00 # Package report templates Group multiple report templates into a package 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** bar. 4. Click on the button with three dots **...** 5. Choose from the drop down list **Add to package**. The **Add to package** dialog is displayed. 6. Create a new package or select an existing package. 7. Click **Add**. The report package is added to the report list. To remove report templates from the package; 1. Click the report package. 2. Click **Edit**. 3. Click the report you want to remove. 4. Click **Yes** to confirm the removal. /onestopreporting/reporting/reports/manage-categories page Create, assign, and share categories to organize and distribute report templates. 2026-05-08T12:27:49+02:00 # Manage categories and share your report templates Create, assign, and share categories to organize and distribute 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** 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**. 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**. 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/reporting/reports/change-name-of-report page Select the report menu and enter a new name in the dialog. 2026-05-08T12:27:49+02:00 # Rename reports Select the report menu and enter a new name in the dialog. 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/reporting/reports/view-and-change-ownership-of-reports page Transfer report ownership to others to allow renaming and deletion. 2026-05-08T12:27:49+02:00 # View and change ownership of reports Transfer report ownership to others to allow renaming and deletion. 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/reporting/reports/convert-reports-and-budgets-from-visma-business-to-business-nxt page Convert templates by downloading from Visma Business and uploading to Business NXT. 2026-05-08T12:27:49+02:00 # Convert reports and budgets from Visma Business to Business NXT Convert templates by downloading from Visma Business and uploading to Business NXT. You can convert report and budget templates from Visma Business to Business NXT and the Business NXT Group Reporting integration. This is how you convert the reports: 1. Stand in the client that has the Visma Business integration 2. Go to the **Reporting** or **Budgeting** module**.** 3. Mark one or more reports you want to convert. 4. Click on the button with three dots **...** button and select **Convert to Business NXT** or **Business NXT Group reporting** from the dropdown list." 5. The reports are downloaded and placed in your download folder. 6. Go to the client that has the Business NXT integration. 7. Go to the **Reporting** or **Budgeting** module**.** 8. Click the **Upload** button and select the downloaded report templates. 9. The templates are now converted. /onestopreporting/reporting/reports/search-filter page Search and filter in report and budget templates. 2026-05-08T12:27:49+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. /onestopreporting/reporting/reports/report-designer section How to install Report Designer and get an introduction on how to design and run your own reports in Report Designer 2026-05-08T12:27:49+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*. ------------------------------------------------------------------------ > [!TIP] > **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. /onestopreporting/reporting/reports/report-designer/introduction section Build dynamic Excel-based reports and budget templates to provide users with high-quality insights. 2026-05-08T12:27:49+02:00 # Introduction Build dynamic Excel-based reports and budget templates to provide users with high-quality insights. 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/reporting/reports/report-designer/introduction/connecting-to-the-osr-cloud page 2026-05-08T12:27:49+02:00 # 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**. /onestopreporting/reporting/reports/report-designer/introduction/report-designer-interface-2 section Understand the Report Designer components to navigate efficiently during report creation. 2026-05-08T12:27:49+02:00 # Report Designer user interface Understand the Report Designer components to navigate efficiently during report creation. 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.  | **Number** | **Component** | |------------|--------------------------------| | 1 | OneStop Reporting Excel ribbon | | 2 | Report Designer menu | | 3 | Layout Editor window | /onestopreporting/reporting/reports/report-designer/introduction/report-designer-interface-2/layout-editor page Use Layout Editor to manage business rules and data display in reports. 2026-05-08T12:27:49+02:00 # Layout Editor Use Layout Editor to manage business rules and data display in reports. 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/reporting/reports/report-designer/introduction/report-designer-interface-2/osr-excel-ribbon section Use the OneStop Reporting ribbon for quick access to report configuration and design tools. 2026-05-08T12:27:49+02:00 # One Stop Reporting Excel ribbon Use the OneStop Reporting ribbon for quick access to report configuration and design tools. 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/reporting/reports/report-designer/introduction/report-designer-interface-2/osr-excel-ribbon/options section Customize report function settings and view version information in Report Designer Options. 2026-05-08T12:27:49+02:00 # Options Customize report function settings and view version information in Report Designer Options. ## **Options** Clicking the **Options** button opens the **Report Designer Options** dialog box. This dialog contains two tabs: /onestopreporting/reporting/reports/report-designer/introduction/report-designer-interface-2/osr-excel-ribbon/options/1-the-designer-tab page Customize Report Designer behavior during report creation and select your preferred language. 2026-05-08T12:27:49+02:00 # 1. Designer tab Customize Report Designer behavior during report creation and select your preferred language. ## 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/reporting/reports/report-designer/introduction/report-designer-interface-2/osr-excel-ribbon/options/2-the-application-tab page Manage connections, logins, and view license information in the Application tab. 2026-05-08T12:27:49+02:00 # 2. Application tab Manage connections, logins, and view license information in the 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/reporting/reports/report-designer/introduction/report-designer-interface-2/osr-excel-ribbon/report-properties page 2026-05-08T12:27:49+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. /onestopreporting/reporting/reports/report-designer/introduction/report-designer-interface-2/report-designer-menu page Use the Report Designer menu to design report templates and run live reports. 2026-05-08T12:27:49+02:00 # Report Designer menu Use the Report Designer menu to design report templates and run live reports. ## 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/reporting/reports/report-designer/creating-reports section Use Report Designer in Excel to build and customize your own reports. 2026-05-08T12:27:49+02:00 # Designing reports Use Report Designer in Excel to build and customize your own reports. Combine Excel's power with live data to build professional reports that automatically update with the latest figures from your system. /onestopreporting/reporting/reports/report-designer/creating-reports/report-building-options page Choose between starting from scratch, duplicating templates, or uploading your own. 2026-05-08T12:27:49+02:00 # Report building options Choose between starting from scratch, duplicating templates, or uploading your own. 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] from the **Reporting** module in the **OneStop Reporting** portal. - Edit a 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/reporting/reports/report-designer/creating-reports/modules-from-the-erp-system page Explore your ERP modules to find relevant data elements for reports. 2026-05-08T12:27:49+02:00 # Modules from the ERP system Explore your ERP modules to find relevant data elements for reports. 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/reporting/reports/report-designer/creating-reports/data-items page Use dimensions, attributes, and measures to retrieve and organize report data. 2026-05-08T12:27:49+02:00 # Data items Use dimensions, attributes, and measures to retrieve and organize report data. 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/reporting/reports/report-designer/creating-reports/period-functions-2 page Use predefined period functions to compare results against last year or year-to-date. 2026-05-08T12:27:49+02:00 # Period Functions Use predefined period functions to compare results against last year or year-to-date. 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/reporting/reports/report-designer/creating-reports/report-parameters section Drag parameters into the report to show users which filters are applied. 2026-05-08T12:27:49+02:00 # Report parameters Drag parameters into the report to show users which filters are applied. 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/reporting/reports/report-designer/creating-reports/report-parameters/report-parameters-wizard section Use parameters to create flexible reports that easily run for different selections. 2026-05-08T12:27:49+02:00 # Report Parameters Wizard Use parameters to create flexible reports that easily run for different selections. 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/reporting/reports/report-designer/creating-reports/report-parameters/report-parameters-wizard/manage-parameters page Use the parameter button to configure defaults and control user options. 2026-05-08T12:27:49+02:00 # Report Parameters button Use the parameter button to configure defaults and control user options. ## 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/reporting/reports/report-designer/creating-reports/report-parameters/report-parameters-wizard/layout-editor page Link parameters directly to filters in Layout Editor to create dynamism. 2026-05-08T12:27:49+02:00 # Report Parameters Layout Editor Link parameters directly to filters in Layout Editor to create dynamism. ## 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/reporting/reports/report-designer/creating-reports/layout-editor section Use Layout Editor to manage filters, sorting, and rules for report elements. 2026-05-08T12:27:49+02:00 # Layout Editor Use Layout Editor to manage filters, sorting, and rules for report elements. 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. 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/reporting/reports/report-designer/creating-reports/layout-editor/filters section Use filters to limit and refine the data in your report templates. 2026-05-08T12:27:49+02:00 # Filters Use filters to limit and refine the data in your report templates. 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/reporting/reports/report-designer/creating-reports/layout-editor/filters/dimension-lookup page Choose between static values or dynamic parameters to control report data. 2026-05-08T12:27:49+02:00 # Dimension Lookup Choose between static values or dynamic parameters to control report data. Filters can further be configured by using the *dimension lookup* function: 1. Click the **Dimension lookup** 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. /onestopreporting/reporting/reports/report-designer/creating-reports/layout-editor/filters/operators page Use logical operators to refine filters and include or exclude specific data. 2026-05-08T12:27:49+02:00 # Operators Use logical operators to refine filters and include or exclude specific data. 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/reporting/reports/report-designer/creating-reports/layout-editor/grouping-and-sorting section Organize your data logically by grouping, summing, and sorting report values. 2026-05-08T12:27:49+02:00 # Grouping and sorting Organize your data logically by grouping, summing, and sorting report values. 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/reporting/reports/report-designer/creating-reports/layout-editor/grouping-and-sorting/grouping page Use grouping to summarize detailed transactions and present clear, condensed results. 2026-05-08T12:27:49+02:00 # Grouping Use grouping to summarize detailed transactions and present clear, condensed results. **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/reporting/reports/report-designer/creating-reports/layout-editor/grouping-and-sorting/sorting page Sort dimensions to control how data is sorted within the hierarchy. 2026-05-08T12:27:49+02:00 # Sorting Sort dimensions to control how data is sorted within the hierarchy.  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/reporting/reports/report-designer/creating-reports/layout-editor/period-aggregation page Use period aggregation to display accumulated values and historical totals in reports. 2026-05-08T12:27:49+02:00 # Period aggregation Use period aggregation to display accumulated values and historical totals in reports. 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/reporting/reports/report-designer/creating-reports/layout-editor/expanding-groups section Enable expanding to display individual lines instead of a single total. 2026-05-08T12:27:49+02:00 # Expanding groups Enable expanding to display individual lines instead of a single total. *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/reporting/reports/report-designer/creating-reports/layout-editor/expanding-groups/expanding-groups-in-expanding-groups page Create hierarchical reports by nesting expanding groups for deeper data insights. 2026-05-08T12:27:49+02:00 # Expanding Groups in an Expanding Group Create hierarchical reports by nesting expanding groups for deeper data insights. 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/reporting/reports/report-designer/creating-reports/layout-editor/advanced-period-formulas page Use advanced formulas to automate rolling periods and dynamic date calculations. 2026-05-08T12:27:49+02:00 # Advanced period formulas Use advanced formulas to automate rolling periods and dynamic date calculations. 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/reporting/reports/report-designer/creating-reports/property-hierarchy page Understand how filters at different levels interact to control report data. 2026-05-08T12:27:49+02:00 # Property hierarchy Understand how filters at different levels interact to control report data. 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/reporting/reports/report-designer/creating-reports/copy-and-paste page Use the special copy menu to preserve all filters and groupings. 2026-05-08T12:27:49+02:00 # Copy and paste Use the special copy menu to preserve all filters and groupings. 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/reporting/reports/report-designer/creating-reports/expressions-and-kpis section Create custom formulas and KPIs to automate advanced calculations within your reports. 2026-05-08T12:27:49+02:00 # Expressions and KPIs Create custom formulas and KPIs to automate advanced calculations within your reports. In **Report Designer**, you can create Expressions and KPIs to save time when you are building your reports. /onestopreporting/reporting/reports/report-designer/creating-reports/expressions-and-kpis/kpis section Create reusable KPIs to ensure consistent calculations across all your reports. 2026-05-08T12:27:49+02:00 # KPIs Create reusable KPIs to ensure consistent calculations across all your reports. *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/reporting/reports/report-designer/creating-reports/expressions-and-kpis/kpis/use-kpi-in-reports page Drag predefined KPIs directly into your template to simplify report building. 2026-05-08T12:27:49+02:00 # Use KPIs in reports Drag predefined KPIs directly into your template to simplify report building. 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/reporting/reports/report-designer/creating-reports/expressions-and-kpis/examples-use-of-expressions-and-kpis section See how expressions and KPIs combine to calculate advanced metrics automatically. 2026-05-08T12:27:49+02:00 # Examples: Create Expressions and KPIs See how expressions and KPIs combine to calculate advanced metrics automatically. 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/reporting/reports/report-designer/creating-reports/expressions-and-kpis/examples-use-of-expressions-and-kpis/combine-expressions-income-and-cogs-in-the-kpi-grossmargin page Combine saved expressions with mathematical formulas to calculate advanced business metrics. 2026-05-08T12:27:49+02:00 # Create KPI based on Expressions Combine saved expressions with mathematical formulas to calculate advanced business metrics. 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/reporting/reports/report-designer/creating-reports/expressions-and-kpis/examples-use-of-expressions-and-kpis/create-kpi-based-on-measure page Learn to combine different measures to calculate custom metrics like average price. 2026-05-08T12:27:49+02:00 # Create KPI based on Measure Learn to combine different measures to calculate custom metrics like average price. 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/reporting/reports/report-designer/creating-reports/expressions-and-kpis/examples-use-of-expressions-and-kpis/create-expressions-for-income-and-cogs page Create logical groups of accounts that can be reused in multiple calculations. 2026-05-08T12:27:49+02:00 # Create expressions: INCOME and COGS Create logical groups of accounts that can be reused in multiple calculations. 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/reporting/reports/report-designer/creating-reports/expressions-and-kpis/expressions section Use expressions to update account selections across all reports from one place. 2026-05-08T12:27:49+02:00 # Expressions Use expressions to update account selections across all reports from one place. *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 > [!TIP] > The expressions from *Chart of Accounts* can be edited in the *Chart of Account*s module in the portal. /onestopreporting/reporting/reports/report-designer/creating-reports/expressions-and-kpis/expressions/use-expressions-in-reports page Replace manual filters with expressions to link reports to central definitions. 2026-05-08T12:27:49+02:00 # Use expressions in reports Replace manual filters with expressions to link reports to central definitions. 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/reporting/reports/report-designer/creating-reports/drilldown section View the underlying details behind report figures to better understand your data. 2026-05-08T12:27:49+02:00 # Drilldown View the underlying details behind report figures to better understand your data. 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/reporting/reports/report-designer/creating-reports/drilldown/drill-to section Use Drill-To to analyze underlying transactions across different data modules. 2026-05-08T12:27:49+02:00 # Drill-To Use Drill-To to analyze underlying transactions across different data modules. **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/reporting/reports/report-designer/creating-reports/drilldown/drill-to/how-to-configure-a-simple-drill-to-definition page Configure Drill-To to link summary values to detailed transactions in underlying modules. 2026-05-08T12:27:49+02:00 # Configure a Drill-To definition Configure Drill-To to link summary values to detailed transactions in underlying modules. 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/reporting/reports/report-designer/creating-reports/drilldown/drill-to/drill-to-definitions page Reuse and manage Drill-To definitions for efficient data analysis across reports. 2026-05-08T12:27:49+02:00 # Drill-To Definitions Reuse and manage Drill-To definitions for efficient data analysis across reports. 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/reporting/reports/report-designer/creating-reports/linking-sheets page Use INDIRECT formulas to maintain sheet references with expanding data groups. 2026-05-08T12:27:49+02:00 # Linking sheets Use INDIRECT formulas to maintain sheet references with expanding data groups. 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/reporting/reports/report-designer/creating-reports/formatting-data-with-leading-zeros-in-excel page Use parentheses around the function to force Excel to display leading zeros. 2026-05-08T12:27:49+02:00 # Formatting data with leading zeros in Excel Use parentheses around the function to force Excel to display leading zeros. 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/reporting/reports/report-designer/creating-reports/static-mode-for-reports-remove-or-keep-formulas-in-run-report page Use static mode to remove formulas and increase report execution speed. 2026-05-08T12:27:49+02:00 # Static mode for reports: Remove or keep formulas in run report Use static mode to remove formulas and increase report execution speed. 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/reporting/reports/report-designer/creating-reports/use-of-macros page Reports in the portal do not support macros due to technical limitations. 2026-05-08T12:27:49+02:00 # Use of macros Reports in the portal do not support macros due to technical limitations. 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/reporting/reports/report-designer/creating-reports/built-in-excel-security page Learn how to use Excel security features without disrupting report generation. 2026-05-08T12:27:49+02:00 # Built-in Excel security Learn how to use Excel security features without disrupting report generation. 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/reporting/reports/report-designer/creating-reports/page-setup-for-reports page Adjust page setup to ensure professional display when exporting to PDF 2026-05-08T12:27:49+02:00 # Page setup for reports Adjust page setup to ensure professional display when exporting to PDF 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/reporting/reports/report-designer/creating-reports/best-practices-for-creating-consolidated-reports page Learn how to consolidate data across companies and manage eliminations manually. 2026-05-08T12:27:49+02:00 # Best practices for creating consolidated reports Learn how to consolidate data across companies and manage eliminations manually. > [!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/reporting/reports/report-designer/running-reports section Run reports to analyze data and distribute insights as static files. 2026-05-08T12:27:49+02:00 # Running reports Run reports to analyze data and distribute insights as static files. 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/reporting/reports/report-designer/running-reports/publishing-a-static-reporting page Share insights with unlicensed users by creating static Excel reports. 2026-05-08T12:27:49+02:00 # Publishing a static report Share insights with unlicensed users by creating static Excel reports. 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/reporting/reports/report-designer/running-reports/running-a-report page Run reports to extract and analyze specific data from your ERP system. 2026-05-08T12:27:49+02:00 # Running a report Run reports to extract and analyze specific data from your ERP system. 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/reporting/reports/report-designer/installing-report-designer page Install the Excel add-in to enable Report Designer and start reporting. 2026-05-08T12:27:49+02:00 # Install Report Designer Install the Excel add-in to enable Report Designer and start reporting. 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. > [!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.](../../../../getting-started/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/reporting/reports/get-reports page Administrators distribute standard report templates to clients using specific customer settings. 2026-05-08T12:27:49+02:00 # Get report templates Administrators distribute standard report templates to clients using specific customer settings. 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. /onestopreporting/reporting/reports/mark-reports-as-favorites page Click the star icon to save and view client-specific favorites. 2026-05-08T12:27:49+02:00 # Mark reports as favorites Click the star icon to save and view client-specific 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/reporting/data-explorer section Use Data Explorer for quick self-service insights using AI or manual queries. 2026-05-08T12:27:49+02:00 # Data Explorer Use Data Explorer for quick self-service insights using AI or manual queries. **Data Explorer** is a module in OneStop Reporting that allows you to retrieve and explore company data either by asking questions using AI or by building queries manually. The results are presented as tables and visualizations, enabling quick insights without requiring advanced technical knowledge. --- ## How It’s Used 1. Open **Data Explorer** from the *Reporting* menu. 2. Create a new query (*three dots → Add new request*). 3. **Build manually**: * Add datasets/fields using the **+** button * Use drag & drop to arrange them * Apply filters as needed 4. **Use AI**: * Write a question in natural language to let Data Explorer automatically generate the report * *Note:* If you start with manual data selection, you cannot switch to AI for the same query, and vice versa 5. Preview and run the report to see the results 6. Share or delete queries from the menu --- ## Permissions and Limitations * The module is available for clients on **SMART** and **COMPLETE** plans and must be enabled by a customer administrator * To create or modify queries, the **“Edit Content”** permission is required > [!NOTE] > Not available for *Start* clients or *Basic* users /onestopreporting/reporting/publisher section Publish and schedule reports to users via email or Archive 2026-05-08T12:27:49+02:00 # Publishing reports Publish and schedule reports to users via email or Archive In the **Publishing** module, you can publish reports and report packages to users or a group of users belonging to a role in the system. Choose whether the recipient receives reports via email or in the Archive module You can choose to run and distribute reports at a predefined time, or you can start the execution manually as needed. In a publishing job, you can add multiple reports, set parameters, and send them to email recipients or to their **Archive** module in the portal. **Publishing** generates a log for all executions, so you can keep track of the report runs. You can also edit existing publishing jobs, for example, by adding or deleting reports and recipients. With the **Scheduling** function, you can configure schedules for publishing jobs to send reports at predefined intervals. /onestopreporting/reporting/publisher/new page Create job, select reports, set parameters, and schedule automatic distribution. 2026-05-08T12:27:49+02:00 # Create a new publishing job Create job, select reports, set parameters, and schedule automatic distribution. 1. Click **Publisher**. 2. Click the button with three dots **...** 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. 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/reporting/publisher/delete-an-existing-publishing-job page Remove scheduled jobs using the delete option in the job menu. 2026-05-08T12:27:49+02:00 # Delete an existing publishing job Remove scheduled jobs using the delete option in the job menu. 1. Click **Publisher**. 2. Click the publishing job you want to delete. 3. Click the button with three dots **...** 4. Click **Delete**. /onestopreporting/reporting/publisher/view-log-of-a-publishing-job page Select the publishing job, click the menu, and select View log. 2026-05-08T12:27:49+02:00 # View log of a publishing job Select the publishing job, click the menu, and select View log. 1. Click **Publisher**. 2. Click the publishing job for which you want to view the log 3. Click the button with three dots **...** 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 Notificationsettings active for the Publisher to be able to receive such messages. /onestopreporting/reporting/publisher/edit page 2026-05-08T12:27:49+02:00 # Editing a publishing job > [!NOTE] > Only the user who created the publishing job can perform this action. 1. Click **Publishing**. 2. Click the publishing job you want to edit. 3. Click the **Context menu** (three dots). 4. Select **Edit**. You can edit the following: - **Name**: Enter a name for the publishing job. - **Description** (optional): Enter a description for the publishing job. - To change or add reports: - Click **Browse templates**. - Select the reports you want to include in the publishing job. You can select multiple reports. - Click **Select**. > [!NOTE] > By default, **Security Context** is set to **Recipient**. This ensures that recipients only see data they are authorized to access. If you change this to **Me**, the recipient will see all data that you have access to. - Change parameters: - Under **Parameters**, select the parameters you want for the reports. The options depend on the parameters required to run the reports. > [!NOTE] > If you have more than five reports, they will be displayed on multiple pages. - Change recipients: - Under **Recipients**, select recipients from the **Users** or **Roles** list. > [!NOTE] > You can only send reports to users who have access to the **Publishing** module. - Click the **Destination** tab. Select whether the recipient should receive the reports by email, in their **Archive** module, or both. When you have finished making changes, click **Save** or **Save and Run**. > [!NOTE] > If you have trouble adding older reports to a publishing job, it may be because they are not compatible with **OneStop Reporting** 5.0.1. Although these reports may run correctly in **Reporting**, they must be updated for publishing. To resolve this, open the report in **Report Designer**, then save and publish it again in **Reporting**. If there is a version issue, a warning icon appears in the template list. /onestopreporting/reporting/data-manager section Create OSR budget scenario, edit budget data, and add supplementary information to dimensions. 2026-05-08T12:27:49+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. 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/reporting/data-manager/create-new-budget-scenario page Create scenarios to store and compare different versions of your budgets. 2026-05-08T12:27:49+02:00 # Create new budget scenario Create scenarios to store and compare different versions of your budgets. 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/reporting/archive section The archive contains all the reports you have archived and the reports run by other users that have been shared with you. 2026-05-08T12:27:49+02:00 # 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](../reports/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/reporting/archive/report section Open archived reports to analyze historical data and compare results. 2026-05-08T12:27:49+02:00 # View reports Open archived reports to analyze historical data and compare results. 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/reporting/archive/report/drilldown-and-voucher-view page Use drilldown to view underlying transactions and linked documents directly from reports. 2026-05-08T12:27:49+02:00 # Drilldown and voucher view Use drilldown to view underlying transactions and linked documents directly from reports. 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/reporting/distribution section Distribution offers simple administration of report templates. 2026-05-08T12:27:49+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/reporting/distribution/change-name-on-distributed-reports page Change the name of distributed reports 2026-05-08T12:27:49+02:00 # Change the name of distributed reports Change the name of distributed reports ## Rename distributed reports 1. Click on **Distribution**. 2. Select the client whose report you want to rename. 3. Click on the three dots (**…**) next to the distributed report, or in the upper part of the report card, and select **Rename**. 4. In the dialog box that opens, enter the new name and click **Change**.