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, are displayed with the Draft status icon.
If you want to refine the list of reports in your report library, use the 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 and archiving. See Open report template. | |
 | 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 or package. | |
 | 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. | |
 | Publish | Click here to publish the report template. This option is only available if the report template is a draft. See Publish report template. | |
 | Categorize | Click this button to categorize the selected report templates. See Manage categories. | |
 | Add to package | Click here to add the selected report templates to a package. See 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. |
Section Content
Duplicate report template
Create new report template
Create new report templates with logical names and draft status.
Edit report template
Select a report template and click edit to open Report Designer.
Open report template
Open report templates to select parameters, run, export, or archive
Package report templates
Group multiple report templates into a package
Manage categories and share your report templates
Create, assign, and share categories to organize and distribute report templates.
Rename reports
Select the report menu and enter a new name in the dialog.
View and change ownership of reports
Transfer report ownership to others to allow renaming and deletion.
Convert reports and budgets from Visma Business to Business NXT
Convert templates by downloading from Visma Business and uploading to Business NXT.
Search and Filter
Search and filter in report and budget templates.
Report Designer
How to install Report Designer and get an introduction on how to design and run your own reports in Report Designer
Get report templates
Administrators distribute standard report templates to clients using specific customer settings.
Mark reports as favorites
Click the star icon to save and view client-specific favorites.