---
title: "Reports"
description: "Create and edit report templates / Run reports"
lang: en
languages:
  en: https://docs.vismasoftware.no/onestopreporting/reporting/reports/index.md
  no: https://docs.vismasoftware.no/no/onestopreporting/reporting/reports/index.md
lastmod: 2026-07-31
---

> Documentation index: https://docs.vismasoftware.no/onestopreporting/reporting/reports/llms.txt


# Reports

Last modified July 31, 2026

> 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, 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

 ![](https://docs.vismasoftware.no/onestopreporting/reporting/reports/img/en/List-view.png) | Layout | Click one of these buttons to change the layout of the report template view.

Under the button with three dots **...** ![Actions Button](https://docs.vismasoftware.no/onestopreporting/reporting/reports/img/no/rapportering.png)

And the **Three dots ...** behind the reports ![Report Dots](https://docs.vismasoftware.no/onestopreporting/reporting/reports/img/no/handlingerknappes.png)

You will find these options

| **Name** | **Description** |
| --- | --- |
| New | Click here to create a new report template. |
| Upload | Click here to upload a report template to the portal. |
| Download | Click here to download the report template (for example as a backup). |
| Categorize | Click this button to categorize the selected report templates. |
| View Details | Click here to view details for the selected report template. |
| Edit | Click here to edit the selected report template or package |
| Add to package | Click here to add the selected report templates to a package. |
| Duplicate | Click here to create a copy of the selected report template. S |
| 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. |

```


---

[View this page](https://docs.vismasoftware.no/onestopreporting/reporting/reports/)


## In this section


- [Drilldown and voucher view](https://docs.vismasoftware.no/onestopreporting/reporting/reports/drilldown-and-voucher-view/index.md): Use drilldown to view underlying transactions and linked documents directly from reports.

- [Open report template](https://docs.vismasoftware.no/onestopreporting/reporting/reports/player/index.md): Open report templates to select parameters, run, export, or archive

- [Export template as PDF or Excel](https://docs.vismasoftware.no/onestopreporting/reporting/reports/export-template-to-excel-or-pdf/index.md): Open the template, run the report, and select Download as PDF or Excel

- [Package report templates](https://docs.vismasoftware.no/onestopreporting/reporting/reports/package-reports/index.md): Group multiple report templates into a package

- [Manage categories and share your report templates](https://docs.vismasoftware.no/onestopreporting/reporting/reports/manage-categories/index.md): Create, assign, and share categories to organize and distribute report templates.

- [View and change ownership of reports](https://docs.vismasoftware.no/onestopreporting/reporting/reports/view-and-change-ownership-of-reports/index.md): Transfer report ownership to others to allow renaming and deletion.

- [Search and Filter](https://docs.vismasoftware.no/onestopreporting/reporting/reports/search-filter/index.md): Search and filter in report and budget templates.

- [Mark reports as favorites](https://docs.vismasoftware.no/onestopreporting/reporting/reports/mark-reports-as-favorites/index.md): Click the star icon to save and view client-specific favorites.