Using reports
/visma-net-erp/getting-started/using-reports
section
In addition to offering a comprehensive collection of reports for each workspace, Visma Net gives you a high degree of control over each report.
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# Using reports
In addition to offering a comprehensive collection of reports for each workspace, Visma Net gives you a high degree of control over each report.
A typical report form
lets you adjust the report settings to meet your specific informational needs.
You
can specify sorting and filtering options and select the data by using
report-specific settings, such as financial period, ledger, and
account, and configure additional processing settings for each report. The
settings can be saved as a report template for later use.
After you run a report, the prepared report appears on your screen.
You can print the
report, export the report to a file, or send the report by email.
Run a report
/visma-net-erp/getting-started/using-reports/run-a-report
section
Visma Net reports display the information you want to see in easy-to comprehend formats.
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# Run a report
Visma Net reports display the information you want to see in easy-to comprehend formats.
Visma Net reports
display the information you want to see in easy-to comprehend formats.
This
topic describes how you run a typical report.
## Run a report
1. Open the report window.
1. On the **Report parameters** tab, select the report parameters.
1. Optional: On the **Additional sort and filters** tab, in the **Additional sorting conditions** table, set up the sorting. Do the following:
1. In the table toolbar, click .
1. In the **Property** column, select the property on which you want to sort.
1. In the **Condition** column, select **Ascending** to perform an ascending sort (that is, A to Z for text, lower to higher for numbers, or newest to oldest for dates), or select **Descending** to perform a descending sort (that is, Z to A for text, higher to lower for numbers, or oldest to newest for dates).
1. Repeat the three previous substeps for each column you want to sort by.
1. Optional: On the **Additional sort and filters** tab, in the **Additional filtering conditions** tab, set up a filter to get only the data you want to see.
1. Optional: In the **Print settings** section of the **Print and email settings** tab, specify the settings for printing the report.
1. Optional: In the **Email settings** section of the **Print and email settings** tab, specify the settings for sending the report by email.
1. Click **Run report**.
This generates and displays the report.
Now you can print the report or save it to your computer
in one of the available formats.
## Change the parameters of a prepared report
You can modify report parameters after you've prepared a report.
To change the report parameters,
do the following:
1. On the toolbar of the report, click **Parameters**. This returns you to the report form, and the **Parameters** button is highlighted, denoting that you are currently viewing the parameters.
1. Change the report parameters. You can click **Parameters** to toggle between the report window and the report without losing the changes made on the report window.
1. Click **Run report** to view the report with the new parameters applied.
Create a report with filters
/visma-net-erp/getting-started/using-reports/create-a-report-with-filters
section
In Visma Net you can create a report with additional sorting, regardless of which modules or report you are working with.
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# Create a report with filters
In Visma Net you can create a report with additional sorting, regardless of which modules or report you are working with.
## How to create a report with additional sorting
1. Open the report for which you want to create a report with additional sorting. For example: Go to the [Transactions for period (GL63300S) report](/visma-net-erp/help/general-ledger/general-ledger-reports/transactions-for-period-gl633000/) window.
1. Go to the **Report parameters** tab.
1. In the **Ledger ID** field, click  to select General ledger.
1. In the **Period** field, click  to select which period you want to see.
1. In the **From account** field, click  to select the account you want to make a report of.
1. In the **To account** field, click  to select the same account as you did in step 5 - in order to see only one account.
1. Go to the **Additional sort and filters** tab.
1. Underneath the **Additional sorting conditions** section, under the **Property** column, click one of these default sortings.
1. A little arrow is displayed to the right in the same cell. Click the arrow and select the sorting properties you want.
1. Click in the cell to the right, under the **Condition** column.
1. A little arrow is displayed to the right in the same cell. Click the arrow and select how you want your report to be sorted. By default the system shows **Ascending**.
1. Click the **Run report**. You have made a report where you will see all transactions done on the account and in the period that you selected.
If you click  in the report, you can change the sorting and run the report again.
Related pages
Windows
Configure a filter in a report window
/visma-net-erp/getting-started/using-reports/configure-a-filter-in-a-report-window
section
When you generate a report, you can configare an ad hoc filter for the report data.
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# Configure a filter in a report window
When you generate a report, you can configare an ad hoc filter for the report data.
1. Open the report form, and then click the **Additional sort and filter** tab.
1. In the **Additional filtering conditions** table, click  to create a filter clause. (An ad hoc 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 ad hoc 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 on the report form have the values you need, and click **Run report**.
Use additional sort and filters on reports
/visma-net-erp/getting-started/using-reports/use-additional-sort-and-filters-on-reports
section
When you are printing a report and you have a lot of data, you can add additional sorting and filter conditions on the Additional sort and filters tab in the report parameters view.
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# Use additional sort and filters on reports
When you are printing a report and you have a lot of data, you can add additional sorting and filter conditions on the Additional sort and filters tab in the report parameters view.
## How to add other sort and filter conditions
1. In the **Additional sorting conditions** area, click .
1. In the **Property** column, select your extra sorting conditions. Depending on the report you are printing, the available sorting conditions can, for example be:
+ general ledger account
+ stock item description
+ payment type or
+ username,
1. Use the **Additional filtering conditions** in the same manner.
1. Click **Run report**.
Related pages
Tasks
Windows
Use report templates
/visma-net-erp/getting-started/using-reports/use-report-templates
page
If you make the same selections for a report regularly, you can save the selection as a template, to easily pick it up the next time you need to get current data for that particular selection.
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# Use report templates
If you make the same selections for a report regularly, you can save the selection as a template, to easily pick it up the next time you need to get current data for that particular selection.
This applies to several reports in Financials.
## How to create and save a template
1. As an example, go to the [Balance by customer (AR632500)](/visma-net-erp/help/customer-ledger/customer-ledger-reports/balance-by-customer-ar632500/) window.
1. On the **Report parameters** tab, make your selection.
1. Click **Save template**. The **Enter template name** dialog box is displayed.
1. Enter a name and click **OK**. Your template is displayed in the **Template** field. You can make several templates with different criteria.
Related pages
Tasks
Windows
Create a report template
/visma-net-erp/getting-started/using-reports/create-a-report-template
section
You can save the report parameters you have specified as a template.
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# Create a report template
You can save the report parameters you have specified as a template.
You can save the report parameters you have specified as a template.
By using this template, you can immediately populate the report
window with your preferred parameters to run reports more quickly.
## Create a report template
1. Open a report window.
1. Specify the report parameters and run the report to check the report settings.
1. On the report toolbar, click **Parameters** to view the parameters on the report window. You can click **Parameters** to toggle between the report window and the report without losing the changes made on 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. On the report window toolbar, click **Schedule template**.
1. In the **Select schedule name** dialog box, which opens, click **OK** to open the [Automation schedules overview](/visma-net-erp/help/automation/automation-windows/automation-schedules-sm205020/) (SM205020) window.
1. In the Automation schedules overview window, in the **Description** field, enter a description of the new schedule.
1. In the **Window ID** field, make sure the [Send reports](/visma-net-erp/help/automation/automation-windows/send-reports-sm205060/) (SM205060) window is specified.
1. On the **Details** tab, specify the additional settings of the schedule:
1. Optional: In the **Starts on** field of the **Details** tab, select the start date. By default, the schedule execution starts on the current business date.
1. Optional: If you need to specify an expiration date for the schedule, clear the **No expiration date** check box, and specify the expiration date in the **Expires on** field.
1. Do one of the following:
+ If you want to limit the number of executions, in the **Execution limit** field, specify the number of times the schedule should be executed.
+ If you do not need to limit the number of executions, select the **No execution limit** check box.
1. Optional: In the **Process with branch** field, select the branch under which the schedule should be processed. For example: If documents are created by this schedule, the system creates these documents and specifies the selected branch for each document.
1. Optional: Change the time zone in which the schedule will operate.
1. On the **Schedule** tab, configure the execution dates and time as follows:
1. Specify how often the schedule execution should be performed:
+ To execute the schedule daily or every **x** days, do the following:
1. In the **Schedule type** section, select **Daily**.
1. Optional: In the **Schedule details** section, in the **Next execution date** field, select the date when the schedule should be executed next.
1. In the **Every x day(s)** field, type the number of days between successive executions of the schedule.
+ To execute the schedule weekly or every **x** weeks, do the following:
1. In the **Schedule type** section, select **Weekly**.
1. Optional: In the **Schedule details** section, in the **Next execution date** field, select the date when the schedule should be executed next.
1. In the **Every x week(s)** field, type the number of weeks between successive executions of the schedule.
1. Select the appropriate check boxes for the day or days of the week on which the schedule should be executed.
+ To execute the schedule monthly or every **x** months, do the following:
1. In the **Schedule type** section, select **Monthly**.
1. Optional: In the **Schedule details** section, in the **Next execution date** field, select the date when the schedule should be executed next.
1. In the **Every x month(s)** field, type the number of months between successive executions of the schedule.
1. Select when the schedule should be executed: the day of the month, or the week in the month and the day of the week (such as the third Friday of the month).
+ To execute the schedule once per financial period or every **x** financial periods, perform the following steps:
1. In the **Schedule type** section, select **By financial period**.
1. Optional: In the **Schedule details** section, in the **Next execution date** field, select the date when the schedule should be executed next.
1. In the **Every x period(s)** field, type the number of financial periods between successive executions of the schedule.
1. Select the appropriate option button to indicate when the schedules should be executed: at the end of the period, at the start of the period, or on a fixed day of the period (which you should specify if you select this option button).
1. In the **Execution time** section, specify the particular time of the day to start and stop the processing as follows:
1. In the **Starts on** field, select the hour and minute when the first execution of the schedule should start.
1. If you want the processing to be stopped at specific time or you want the processing to be repeated multiple times a day, in the **Stops on** field, select the hour and minute when the first execution of the schedule should stop.
1. If execution of the schedule should be repeated multiple times a day, in the **Every** field, select the interval between successive executions of the schedule.
1. In the **Next execution time** field, make sure the next execution time is correct.
1. If you want the system to execute the schedule at exactly the time specified in the **Next execution time** field, select the **Exact time** check box. If the check box is cleared, the system may shift the next execution time of the schedule by multiple minutes.
1. Click  on the window toolbar to create the schedule. When you save a newly created schedule, the system gives it an identifier in accordance with the built-in numbering sequence intended for automation schedules.
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.
Change report font
/visma-net-erp/getting-started/using-reports/change-report-font
page
In Visma Net you can change the font in a report, regardless which modules or report you are working with.
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# Change report font
In Visma Net you can change the font in a report, regardless which modules or report you are working with.
## How to change the font in a specific area of a report
1. Open the report you want to edit. For example; Go to the **Aged past due** window.
1. Click the **Edit Report** button in the toolbar. **The Visma BI | Report Designer** opens as a new tab in your browser.
1. Go to the **Design** tab where you will see your report template.
1. Click in the field that you want to edit. The selected field will be displayed with a highlighted blue frame.
1. In the top toolbar you can choose which font, size and style you prefer to have in the specific field. You can also do your changes in the **Properties** section located under the sub menu **Font**.
1. Click the **Preview** tab to see your changes.
1. Click **Publish** when you have completed your changes.
1. A message is displayed to inform you that the new version of your report has been deployed. Click the **Open Report** link to open the report in Visma Net.
1. Here you click the **Run report** button. The font has now been changed in your report.
Related pages
Windows