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.
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.
Section Content
Introduction
Build dynamic Excel-based reports and budget templates to provide users with high-quality insights.
Designing reports
Use Report Designer in Excel to build and customize your own reports.
Running reports
Run reports to analyze data and distribute insights as static files.
Install Report Designer
Install the Excel add-in to enable Report Designer and start reporting.