Publish customised reports and inquiries (CS10301S)

This window is used to publish customised reports and inquiries and make them available for other organisations in your organisations table.
This topic provides information about the elements in this window in Visma Net, such as fields, field values, buttons, and check boxes.

Reports/inquiries customised for one organisation, will be available for other organisations.

To view your published reports/inquiries, go to window Import customised report and inquiries, CS10302S.

You must first select the report/inquiry and then select the organisation.

You may select for several reports/inquiries and organisations at the same time.

The window toolbar

ButtonDescription
PublishA button to start the publishing of all your selected reports/inquiries for selected organisations.

The Reports table

ColumnDescription
WindowThe window ID of the reports/inquiry window.
Type

The type of report/inquiry. There are three alternatives:

  • Report designer
  • Generic inquiry
  • Dasboard
  • Pivot table
  • ARM report
  • Workspace
  • List entry point
  • Atrributes
  • Filter
WorkspaceThe workspace in Visma Net where the window resides.
Created onDate and time for the creation of the report/inquiry.
Last edited onDate and time for the last edit of the report/inquiry.
NameThe title/window name of the report/inquiry.
DescriptionA text retrieved from the report/inquiry window.
Created by userThe name of the user that created the report/inquiry.
VersionThe version of the report/inquiry.
NoteA free text field with notes regarding the report/inquiry.

The Organisations table

ColumnDescription
Selection check boxSelect organisation the report/inquiry is to be published for.
PublishedA check box indicating if the report/inquiry is published. This check mark will be displayed after the report/inquiry is published.
AcceptedA check box indicated the status Accepted. This check mark will be displayed when the report/inquiry is imported in Import customised report and inquiries, window CS10302S.
Company nameThe organisation the report/inquiry is published for.
Published dateThe date and time when the report/inquiry was last published.
Last modified February 19, 2026