{"title":"Reports","url":"https://docs.vismasoftware.no/onestopreporting/reporting/reports/","link":"/onestopreporting/reporting/reports/","description":"Create and edit report templates / Run reports","content":"\u003cp\u003eHere you can create report templates, run reports, and share reports with your colleagues.\u003c/p\u003e\n\u003cp\u003eIn the \u003cstrong\u003eReporting\u003c/strong\u003e window, you can see report templates created by you or your colleagues. Report templates that have not been \u003ca href=\"/onestopreporting/reporting/reports/player/publish-report-template/\"\u003epublished\u003c/a\u003e, are displayed with the \u003cstrong\u003eDraft\u003c/strong\u003e status icon.\u003c/p\u003e\n\u003cp\u003eIf you want to refine the list of reports in your report library, use the \u003ca href=\"/onestopreporting/reporting/reports/search-filter/\"\u003efilter\u003c/a\u003e on the right side of the screen.\u003c/p\u003e\n\u003ch2 id=\"options-in-the-reporting-screen\" class=\"group\"\u003eOptions in the Reporting screen\u003ca class=\"prose-heading-self-link\" href=\"#options-in-the-reporting-screen\" aria-label=\"Heading self-link\"\u003e\u003c/a\u003e\n\u003c/h2\u003e\n\u003cp\u003e\u003cimg src=\"/onestopreporting/reporting/reports/img/en/List-view.png\"\u003e | Layout | Click one of these buttons to change the layout of the report template view.\u003c/p\u003e\n\u003cp\u003eUnder the button with three dots \u003cstrong\u003e\u0026hellip;\u003c/strong\u003e \u003cimg src=\"/onestopreporting/reporting/reports/img/no/rapportering.png\" alt=\"Actions Button\"\u003e\u003c/p\u003e\n\u003cp\u003eAnd the \u003cstrong\u003eThree dots \u0026hellip;\u003c/strong\u003e behind the reports \u003cimg src=\"/onestopreporting/reporting/reports/img/no/handlingerknappes.png\" alt=\"Report Dots\"\u003e\u003c/p\u003e\n\u003cp\u003eYou will find these options\u003c/p\u003e\n\u003ctable\u003e\n  \u003cthead\u003e\n      \u003ctr\u003e\n          \u003cth\u003e\u003cstrong\u003eButton\u003c/strong\u003e\u003c/th\u003e\n          \u003cth\u003e\u003cstrong\u003eName\u003c/strong\u003e\u003c/th\u003e\n          \u003cth\u003e\u003cstrong\u003eDescription\u003c/strong\u003e\u003c/th\u003e\n          \u003cth\u003e\u003c/th\u003e\n      \u003c/tr\u003e\n  \u003c/thead\u003e\n  \u003ctbody\u003e\n      \u003ctr\u003e\n          \u003ctd\u003e\u003cimg src=\"/onestopreporting/shared-images/img/en/btn_open.png\"\u003e\u003c/td\u003e\n          \u003ctd\u003eOpen\u003c/td\u003e\n          \u003ctd\u003eClick here to open and view the selected report template. Opening a report template also gives you access to options like \u003ca href=\"/onestopreporting/reporting/reports/player/share-reports/\"\u003esharing\u003c/a\u003e and \u003ca href=\"/onestopreporting/reporting/reports/player/archive-reports/\"\u003earchiving\u003c/a\u003e. See \u003ca href=\"/onestopreporting/reporting/reports/player/\"\u003eOpen report template\u003c/a\u003e.\u003c/td\u003e\n          \u003ctd\u003e\u003c/td\u003e\n      \u003c/tr\u003e\n      \u003ctr\u003e\n          \u003ctd\u003e\u003cimg src=\"/onestopreporting/reporting/reports/img/en/open-in-excel2.png\"\u003e\u003c/td\u003e\n          \u003ctd\u003eOpen in Excel\u003c/td\u003e\n          \u003ctd\u003eClick 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.\u003c/td\u003e\n          \u003ctd\u003e\u003c/td\u003e\n      \u003c/tr\u003e\n      \u003ctr\u003e\n          \u003ctd\u003e\u003cimg src=\"/onestopreporting/shared-images/img/en/btn_edit.png\"\u003e\u003c/td\u003e\n          \u003ctd\u003eEdit\u003c/td\u003e\n          \u003ctd\u003eClick here to edit the selected \u003ca href=\"/onestopreporting/reporting/reports/edit-report-template/\"\u003ereport template\u003c/a\u003e or \u003ca href=\"/onestopreporting/reporting/reports/package-reports/\"\u003epackage\u003c/a\u003e.\u003c/td\u003e\n          \u003ctd\u003e\u003c/td\u003e\n      \u003c/tr\u003e\n      \u003ctr\u003e\n          \u003ctd\u003e\u003cimg src=\"/onestopreporting/shared-images/img/en/btn_delete.png\"\u003e\u003c/td\u003e\n          \u003ctd\u003eDelete\u003c/td\u003e\n          \u003ctd\u003eClick here to delete the selected report templates and/or packages.\u003c/td\u003e\n          \u003ctd\u003e\u003c/td\u003e\n      \u003c/tr\u003e\n      \u003ctr\u003e\n          \u003ctd\u003e\u003cimg src=\"/onestopreporting/shared-images/img/en/btn_clone.png\"\u003e\u003c/td\u003e\n          \u003ctd\u003eDuplicate\u003c/td\u003e\n          \u003ctd\u003eClick here to create a copy of the selected report template. See \u003ca href=\"/onestopreporting/reporting/reports/duplicate-report-template/\"\u003eDuplicate report template\u003c/a\u003e.\u003c/td\u003e\n          \u003ctd\u003e\u003c/td\u003e\n      \u003c/tr\u003e\n      \u003ctr\u003e\n          \u003ctd\u003e\u003cimg src=\"/onestopreporting/shared-images/img/en/btn_publish-1.png\"\u003e\u003c/td\u003e\n          \u003ctd\u003ePublish\u003c/td\u003e\n          \u003ctd\u003eClick here to publish the report template. This option is only available if the report template is a draft. See \u003ca href=\"/onestopreporting/reporting/reports/player/publish-report-template/\"\u003ePublish report template\u003c/a\u003e.\u003c/td\u003e\n          \u003ctd\u003e\u003c/td\u003e\n      \u003c/tr\u003e\n      \u003ctr\u003e\n          \u003ctd\u003e\u003cimg src=\"/onestopreporting/shared-images/img/en/btn_categories.png\"\u003e\u003c/td\u003e\n          \u003ctd\u003eCategorize\u003c/td\u003e\n          \u003ctd\u003eClick this button to categorize the selected report templates. See \u003ca href=\"/onestopreporting/reporting/reports/manage-categories/\"\u003eManage categories\u003c/a\u003e.\u003c/td\u003e\n          \u003ctd\u003e\u003c/td\u003e\n      \u003c/tr\u003e\n      \u003ctr\u003e\n          \u003ctd\u003e\u003cimg src=\"/onestopreporting/reporting/reports/img/en/btn_package.png\"\u003e\u003c/td\u003e\n          \u003ctd\u003eAdd to package\u003c/td\u003e\n          \u003ctd\u003eClick here to add the selected report templates to a package. See \u003ca href=\"/onestopreporting/reporting/reports/package-reports/\"\u003ePackage reports\u003c/a\u003e.\u003c/td\u003e\n          \u003ctd\u003e\u003c/td\u003e\n      \u003c/tr\u003e\n      \u003ctr\u003e\n          \u003ctd\u003e\u003cimg src=\"/onestopreporting/shared-images/img/en/btn_download.png\"\u003e\u003c/td\u003e\n          \u003ctd\u003eDownload\u003c/td\u003e\n          \u003ctd\u003eClick here to download the report template (for example as a backup).\u003c/td\u003e\n          \u003ctd\u003e\u003c/td\u003e\n      \u003c/tr\u003e\n      \u003ctr\u003e\n          \u003ctd\u003e\u003cimg src=\"/onestopreporting/reporting/reports/img/en/btn_upload.png\"\u003e\u003c/td\u003e\n          \u003ctd\u003eUpload\u003c/td\u003e\n          \u003ctd\u003eClick here to upload a report template to the portal.\u003c/td\u003e\n          \u003ctd\u003e\u003c/td\u003e\n      \u003c/tr\u003e\n      \u003ctr\u003e\n          \u003ctd\u003e\u003cimg src=\"/onestopreporting/shared-images/img/en/btn_Add.png\"\u003e\u003c/td\u003e\n          \u003ctd\u003eNew\u003c/td\u003e\n          \u003ctd\u003eClick here to create a new report template. See \u003ca href=\"/onestopreporting/reporting/reports/create-report-template/\"\u003eCreate report template\u003c/a\u003e.\u003c/td\u003e\n          \u003ctd\u003e\u003c/td\u003e\n      \u003c/tr\u003e\n  \u003c/tbody\u003e\n\u003c/table\u003e\n","children":[{"title":"Duplicate report template","description":"","url":"https://docs.vismasoftware.no/onestopreporting/reporting/reports/duplicate-report-template/","link":"/onestopreporting/reporting/reports/duplicate-report-template/"},{"title":"Create new report template","description":"Create new report templates with logical names and draft status.","url":"https://docs.vismasoftware.no/onestopreporting/reporting/reports/create-report-template/","link":"/onestopreporting/reporting/reports/create-report-template/"},{"title":"Edit report template","description":"Select a report template and click edit to open Report Designer.","url":"https://docs.vismasoftware.no/onestopreporting/reporting/reports/edit-report-template/","link":"/onestopreporting/reporting/reports/edit-report-template/"},{"title":"Open report template","description":"Open report templates to select parameters, run, export, or archive","url":"https://docs.vismasoftware.no/onestopreporting/reporting/reports/player/","link":"/onestopreporting/reporting/reports/player/"},{"title":"Package report templates","description":"Group multiple report templates into a package","url":"https://docs.vismasoftware.no/onestopreporting/reporting/reports/package-reports/","link":"/onestopreporting/reporting/reports/package-reports/"},{"title":"Manage categories and share your report templates","description":"Create, assign, and share categories to organize and distribute report templates.","url":"https://docs.vismasoftware.no/onestopreporting/reporting/reports/manage-categories/","link":"/onestopreporting/reporting/reports/manage-categories/"},{"title":"Rename reports","description":"Select the report menu and enter a new name in the dialog.","url":"https://docs.vismasoftware.no/onestopreporting/reporting/reports/change-name-of-report/","link":"/onestopreporting/reporting/reports/change-name-of-report/"},{"title":"View and change ownership of reports","description":"Transfer report ownership to others to allow renaming and deletion.","url":"https://docs.vismasoftware.no/onestopreporting/reporting/reports/view-and-change-ownership-of-reports/","link":"/onestopreporting/reporting/reports/view-and-change-ownership-of-reports/"},{"title":"Convert reports and budgets from Visma Business to Business NXT","description":"Convert templates by downloading from Visma Business and uploading to Business NXT.","url":"https://docs.vismasoftware.no/onestopreporting/reporting/reports/convert-reports-and-budgets-from-visma-business-to-business-nxt/","link":"/onestopreporting/reporting/reports/convert-reports-and-budgets-from-visma-business-to-business-nxt/"},{"title":"Search and Filter","description":"Search and filter in report and budget templates.","url":"https://docs.vismasoftware.no/onestopreporting/reporting/reports/search-filter/","link":"/onestopreporting/reporting/reports/search-filter/"},{"title":"Report Designer","description":"How to install Report Designer and get an introduction on how to design and run your own reports in Report Designer","url":"https://docs.vismasoftware.no/onestopreporting/reporting/reports/report-designer/","link":"/onestopreporting/reporting/reports/report-designer/"},{"title":"Get report templates","description":"Administrators distribute standard report templates to clients using specific customer settings.","url":"https://docs.vismasoftware.no/onestopreporting/reporting/reports/get-reports/","link":"/onestopreporting/reporting/reports/get-reports/"},{"title":"Mark reports as favorites","description":"Click the star icon to save and view client-specific favorites.","url":"https://docs.vismasoftware.no/onestopreporting/reporting/reports/mark-reports-as-favorites/","link":"/onestopreporting/reporting/reports/mark-reports-as-favorites/"}]}