/visma-net-erp/getting-started/personalise-the-presentation-of-data section 2026-02-19T17:09:06+01:00 # Personalise the presentation of data /visma-net-erp/getting-started/personalise-the-presentation-of-data/about-personal-settings-of-the-appearance page In the appearance of Visma Net, you can organise the appearance to better correspond to your work responsibilities. 2026-02-19T17:09:06+01:00 # About personal settings of the appearance In the appearance of Visma Net, you can organise the appearance to better correspond to your work responsibilities. In the appearance of Visma Net, you can organise the appearance to better correspond to your work responsibilities. In this topic, you will read about the ways the appearance can be personalised. ## Organise the workspace list in the main menu In the appearance, the links to windows and reports are organised in workspaces, each of which corresponds to a functional area in the system. The main menu displays menu items corresponding to these workspaces, such as **Finance** or **Banking**. You can adjust the list of workspaces displayed on the main menu panel by pinning and unpinning workspaces. Pin to the panel only the workspaces that you use frequently. Other workspaces you can access that are unpinned from the panel are hidden under **More items**. You can pin and unpin the main menu items any time you need to. ## Organise the quick menu of a workspace When you click a menu item in the main menu, the system opens the quick menu of the workspace that corresponds to the menu item. You can use this menu to quickly access the windows and reports that you use. You can adjust the list of windows and reports in the quick menu for each workspace. It is recommended that you display on the quick menu only windows and reports that you use frequently. If you click the workspace header, you can toggle between displaying all items and the quick menu. /visma-net-erp/getting-started/personalise-the-presentation-of-data/about-creating-temporary-or-reusable-filters page In Visma Net, you can use simple filters to quickly filter data in table columns, and advanced filters with complicated logical expressions to view only the data you need. 2026-02-19T17:09:06+01:00 # About creating temporary or reusable filters In Visma Net, you can use simple filters to quickly filter data in table columns, and advanced filters with complicated logical expressions to view only the data you need. In Visma Net, you can use simple filters to quickly filter data in table columns, and advanced filters with complicated logical expressions to view only the data you need. You can create two types of advanced filters: + Temporary: A temporary filter is a filter for short-term use (the current session) that you can set up in a report window to fine-tune the basic report parameters. + Reusable: A reusable filter is a filter you can set up on a processing or inquiry window to filter the data for future uses of the window. This topic describes the design of temporary and reusable filters. ## The Filter settings table For both temporary and reusable filters, you use the Filter settings table to add, edit, delete, and manage advanced filters. With reusable filters, the table is a part of the **Filter settings** dialog box (for details, see [Reusable filter settings dialog box](/visma-net-erp/getting-started/widget-dialog-boxes/reusable-filter-settings-dialog-box/)). With temporary filters, you can find the Filter settings table on the **Additional sort and Filters** tab of the report window; the table has the **Additional filtering conditions** heading. ## Filter clauses A filter clause is a part of a filter represented by a table row in the **Filter settings** table. Any advanced filter consists of either one filter clause or multiple filter clauses. For each clause, you specify the following settings in the table row: Property : The entity type associated with the particular table or report that the filter will be applied to. You select a property from the list of available entity types. Condition : The logical operation that applies to the value of the selected property. You select a condition from the list of available conditions. Value : The value for the logical condition used to filter the data. Depending on the selected property and condition, you enter a value (and sometimes a second value as well, depending on the condition). Each value must conform with the data type of the selected property. Generally, there are a series of fixed values are fixed for the property, such as the **Completed** value for the **Status** property. The filtering process is not case-sensitive; that is, the system doesn't differentiate between uppercase and lowercase letters in values. To define a clause, you specify the property, the condition, and the applicable values in the table row. For example: In the Task (EP404000) window, you can search for completed tasks by specifying a filter that has **Status** specified as the property, **Equals** specified as the condition, and **Completed** specified as the value. You use **And** and **Or** operators and parentheses to group clauses into logical expressions. You use the **And** operator to find the records that meet the criteria in both the selected clause and the next clause. You use the **Or** operator to find the records that meet the criteria in either the selected clause or the next clause. You can use parentheses to combine clauses into units as parentheses are used in logical statements to define the order of operations. The **And** and **Or** operators work on a unit in parentheses as if the unit was a single clause. If you try to filter the data by using a string that contains an underscore, the result will also contain the values with the same string with any symbol instead of the underscore. For example: If you try to filter the data by a customer name that contains the **Customer_name** string, the system will return all the customers whose name contains any of the following strings: **Customer_name**, **Customer-name**, and **Customer name**. The reason that all of these strings will be returned is that the underscore is used as a wild card character. ## User-relative filter clauses To simplify the process of filtering data by owner or by work group, three predefined user-relative parameters are available in the system. By using these parameters, you can configure **user-relative clauses**. When you use these parameters, you do not need to create multiple rows with specific values—for example, to specify each work group in which you are a member for the **Workgroup** property. Instead, you can use only one parameter, such as **@MyGroups**, to filter the all records of work groups you are a member of. You can find the full list of user-relative parameters below: + `@Me`: The current user. This parameter can be used only for the user-related properties (such as **Owner** or **Custodian** ) that have **Equal** and **Does not equal** conditions. + `@MyGroups`: The work groups in which the current user is a member, excluding the work groups that are the subordinates of these work groups. You can use this parameter for the **Workgroup** property, which has the **Is in** and **Is not in** conditions. + `@MyWorktree`: The work groups in which the current user is a member, including the groups that are subordinates of these groups according to the company tree structure. You can use this parameter for the **Workgroup** property, which has the **Is In** and **Is Not In** conditions. For the user-relative clauses, the system will filter data by the user currently signed in (by using the **@Me** parameter), or by the work group or work groups the signed-in user is a member of (by using the **@MyGroups** or **@MyWorktree** parameter). ## Date-relative filter clauses To make date clauses in reusable filters more flexible, you can use date-relative parameters—parameters that are relative to the current date. + Date-relative parameters cannot be used in temporary filters on report windows. + For the date-relative parameters, the system uses as the current date the date (in coordinated universal time, or **UTC** ) of the server used to run the Visma Net instance. Changing the business date (in the upper-right corner of the screen) does not affect the filter results. Below you can find the full list of date-relative parameters: + `@Today`: The current date as specified on the server used to run your Visma Net instance. You can modify this parameter by adding or subtracting days. + `@WeekStart`: The start of the current week as specified on the server used to run your Visma Net instance. You can modify this parameter by adding or subtracting weeks. The start and end of the week are determined according to the default system locale or the locale you selected when you signed in to Visma Net. The system locales are specified and configured in the [System locales](/visma-net-erp/help/management/management-windows/system-locales-sm200550/) (SM200550) window. + `@WeekEnd`: The end of the current week as specified on the server used to run your Visma Net instance. You can modify this parameter by adding or subtracting weeks. The start and end of the week are determined according to the default system locale or the locale you selected when you signed in to Visma Net. The system locales are specified and configured in the [System locales](/visma-net-erp/help/management/management-windows/system-locales-sm200550/) (SM200550) window. + `@MonthStart`: The start of the current month as specified on the server used to run your Visma Net instance. You can modify this parameter by adding or subtracting months. + `@MonthEnd`: The end of the current month as specified on the server used to run your Visma Net instance. You can modify this parameter by adding or subtracting months. + `@QuarterStart`: The start of the current quarter as specified on the server used to run your Visma Net instance. You can modify this parameter by adding or subtracting quarters. + `@QuarterEnd`: The end of the current quarter as specified on the server used to run your Visma Net instance. You can modify this parameter by adding or subtracting quarters. + `@PeriodStart`: The start of the current financial period. The financial periods are defined in the [Financial year](/visma-net-erp/help/general-ledger/general-ledger-windows/financial-year-gl101000/) (GL101000) window, and the current date is specified on the server used to run your Visma Net instance. You can modify this parameter by adding or subtracting financial periods. + `@PeriodEnd`: The end of the current financial period. The financial periods are defined in the [Financial year](/visma-net-erp/help/general-ledger/general-ledger-windows/financial-year-gl101000/) (GL101000) window, and the current date is specified on the server used to run your Visma Net instance. You can modify this parameter by adding or subtracting financial periods. + `@YearStart`: The start of the current calendar year as specified on the server used to run your Visma Net instance. You can modify this parameter by adding or subtracting years. + `@YearEnd`: The end of the current calendar year as specified on the server used to run your Visma Net instance. You can modify this parameter by adding or subtracting months. To add a filter clause with a date-relative parameter, you select the parameter from the list. You can modify the parameters by adding or subtracting integers. The date is calculated according to the measurement of the parameter. The system cannot find any records if the modified date is out of range, and will return an error. /visma-net-erp/getting-started/personalise-the-presentation-of-data/add-a-reusable-filter section You create a reusable filter in the window where you want to use it, as described in this topic. 2026-02-19T17:09:06+01:00 # Add a reusable filter You create a reusable filter in the window where you want to use it, as described in this topic. You create a reusable filter in the window where you want to use it, as described in this topic. For more information, see: [Reusable filter settings dialog box - reference information](/visma-net-erp/getting-started/widget-dialog-boxes/reusable-filter-settings-dialog-box/)). 1. Open the window you want to add a filter to. 1. Click  to open the **Filter settings** dialog box. 1. If there is an existing filter, click **New** to empty the **Filter settings** dialog box. 1. Specify the filter clauses as follows: 1. Click  to add a new clause. 1. Specify the property, condition, and applicable value or values of the new clause. For more information about filter clauses, see [About creating temporary or reusable filters](/visma-net-erp/getting-started/personalise-the-presentation-of-data/about-creating-temporary-or-reusable-filters/). 1. Repeat the two previous sub steps for each clause you want to add. 1. If required, add brackets and use operators to join the clauses. 1. If you want to use this filter as the default filter for the current window, select the **Default** check box. 1. If you want to share this filter with other users, select the **Shared** check box. You cannot edit a shared filter in the **Filter settings** dialog box of the window to which the filter applies. 1. If you want to save the filter for future use, do the following: 1. Click **Save**. 1. In the **Enter the filter name here** dialog box, which opens, type the name of the new filter. 1. Click **OK** to close the **Enter the filter name here** dialog box and return to the **Filter settings** dialog box, where the filter name you typed is filled in. 1. Click **OK** to close the dialog box and apply the filter. /visma-net-erp/getting-started/personalise-the-presentation-of-data/modify-a-reusable-filter section You can modify a reusable filter in the window this filter is applied to, as described in this topic, if the filter is not shared. 2026-02-19T17:09:06+01:00 # Modify a reusable filter You can modify a reusable filter in the window this filter is applied to, as described in this topic, if the filter is not shared. You can modify a reusable filter in the window this filter is applied to, as described in this topic, if the filter is not shared. 1. Open the window whose filter you want to edit. 1. On the table toolbar, click ****. 1. In the **Filter settings** dialog box, click the unlabelled **Filter name** field and select the filter. 1. Do any of the following to modify the filter: + Select or clear the empty check box in a table row to change which clauses are active. + Click ****, and then specify the new clause; repeat this step as many times as you need. + Edit any of the existing clauses. 1. Do one of the following to save your changes: + If the filter is one that you created, click **Save**. + If the filter is a shared filter, you cannot save changes to this particular filter, and the **Save** button is unavailable. If you want to save the filter under another name, click **Save as** and specify the new filter name to save this modified of the shared filter. 1. Click **OK** to close the dialog box. /visma-net-erp/getting-started/personalise-the-presentation-of-data/display-or-hide-table-columns section You can hide or display table columns according to your preferences. 2026-02-19T17:09:06+01:00 # Display or hide table columns You can hide or display table columns according to your preferences. When displaying or hiding table columns, three tips apply during the process: + Select multiple column headers It is possible to select multiple columns by holding the **Ctrl** key and selecting the columns you want to display. + Select multiple and successive column headers It is possible to select successive columns by holding the shift key and selecting the first and last column you want to display. + Search for column headers it is possible to search for column headers by typing the header name in the search field. ## Display hidden table columns 1. In the table, click  to open the ****Columns configuration**** dialog box. 1. Select the columns you want to display in the **Available columns** list. 1. Click the arrow pointing right. 1. Click **OK**. ## Hide table columns 1. In the table, click  to open the ****Columns configuration**** dialog box. 1. Select the columns you want to hide in the **Selected columns** list. 1. Click the arrow pointing left. 1. Click **OK**. ## Restore the default table layout 1. In the table, click  to open the ****Columns configuration**** dialog box. 1. In the bottom left of the ****Columns configuration**** dialog box, click **Reset to default**. 1. Click **OK**. /visma-net-erp/getting-started/personalise-the-presentation-of-data/configure-a-temporary-filter-on-a-report-window section 2026-02-19T17:09:06+01:00 # Configure a temporary filter on a report window ## Configure a temporary filter 1. Open the report window, and then click the **Additional sort and filter** tab. 1. In the **Additional filtering conditions** table, click **** to create a filter clause. (A temporary filter may consist of one filter clause, represented by one row, or multiple filter clauses, represented by multiple rows.) 1. In the **Property** column, select the entity type associated with the report from the list. 1. In the **Condition** column, select the logical operation that will be applied to the value of the selected property. 1. In the **Value** column, type the value for the logical condition used to filter the data. 1. If the logical operation you selected in the **Condition** column requires the second value, type it in the **Second value** column. 1. Repeat Steps 2-6 for each filter clause in this temporary filter. 1. If you want to join any of the filter clauses, do the following: + In the leftmost **Brackets** column of the first clause that should be joined, select the opening bracket or brackets. (The number of opening brackets in the first clause depends on the number of nested clauses.) + In the **Operator** column of the same clause, select the logical operator that will be used to join the clauses. + In the rightmost **Brackets** column of the last clause that should be joint, select the closing bracket or brackets. (The number of closing brackets in the first clause depends on the number of nested clauses and should be equal to the number of opening brackets in the first clause that is joint.) 1. To apply the filter, be sure the other settings in the report window have the values you need, and click **Run report**. ## Modify a filter in a report window After you have run a report for which you configured an ad hoc filter, you can modify the filter before you send or print the report: 1. If you are viewing the report, on the report toolbar of the report, click **Parameters**. The system opens the report window, and the **Parameters** button on the toolbar is highlighted. 1. In the **Additional filtering conditions** table of the **Additional sort and filters** tab, modify the filter conditions. [Configure a temporary filter in a report window](/visma-net-erp/getting-started/personalise-the-presentation-of-data/configure-a-temporary-filter-on-a-report-window/). For more information, see: 1. Click **Run report**. /visma-net-erp/getting-started/personalise-the-presentation-of-data/create-remove-and-schedule-a-report-template page You can save the parameters you have specified as a template, as described in this topic. 2026-02-19T17:09:06+01:00 # Create, remove and schedule a report template You can save the parameters you have specified as a template, as described in this topic. You can save the parameters you have specified as a template, as described in this topic. By using this template, you can immediately populate the report window with your preferred parameters, so you can run reports more quickly. This topic also describes how to remove a report template and how to schedule a report processing. ## Create a report template 1. Open a report window. 1. Specify the report parameters and run the report to check the report settings. 1. In the report toolbar, click **Parameters** to view the parameters in the report window. You can click **Parameters** to toggle between the report window and the report without losing the changes made in the report window. 1. To use this template as your default template for the current report (so that when you bring up this report window, the settings of the template are specified), select the **Default** check box. 1. To share this template with other users, select the **Shared** check box. You cannot select a shared template as the default. If you select the **Shared** check box, the **Default** check box becomes cleared and unavailable for editing. 1. Click **Save template**. 1. In the **Enter template name** dialog box, which opens, type the name of the new template. 1. Click **OK**. If you have saved the template as the default, when you open the report window, the template is already selected and the system automatically fills in the selections of the template. If you have not saved the template as the default, you can select it in the **Template** field and the system fills in the selections of the template. ## Remove a report template 1. Open a report window. 1. In the **Template** field, select the report template that you want to remove. 1. On the report window toolbar, click **Remove template**. After removing a template, it disappears from the **Template** field. ## Schedule a report processing 1. Open a report window. 1. In the **Template** field, select the report template that you want to schedule. 1. In the report window toolbar, click **Schedule template**. 1. In the **Select schedule name** dialog box, which opens, click **OK** to open the [Automation schedules](/visma-net-erp/help/automation/automation-windows/automation-schedules-sm205020/) (SM205020) window. 1. In the [Automation schedules](/visma-net-erp/help/automation/automation-windows/automation-schedules-sm205020/) (SM205020) window, add a new schedule for the report, as described in [Schedule processing](/visma-net-erp/help/automation/procedures/schedule-processing/). After you have added a schedule for the report processing, the system will send the report with the parameters specified in the template according to the schedule settings.