Customisation /visma-net-erp/help/customisation section 2026-02-19T17:09:06+01:00 # Customisation Customisation - overview /visma-net-erp/help/customisation/customisation-overview page The Customisation workspace in Visma Net gives you the ability to create, configure, and maintain custom user interface elements. 2026-02-19T17:09:06+01:00 # Customisation - overview The Customisation workspace in Visma Net gives you the ability to create, configure, and maintain custom user interface elements. The Customisation workspace in Visma Net gives you the ability to create, configure, and maintain custom user interface elements. By using the Customisation workspace, you can also manage filter settings and change the structure (that is, the site map) of Visma Net. ## Filtering options In Visma Net, you can set up filters to list only the records you want to view. By using the Filters window, you can create system filters for personal use or filters to be shared by other users. The [Custom notifications (SM205041)](/visma-net-erp/help/customisation/customisation-windows/custom-notifications-sm205041/) window makes it possible to set up and configure your own notifications within Visma Net that will be sent by email the same as the system made notifications in [Automation notifications (SM205040)](/visma-net-erp/help/automation/automation-windows/automation-notifications-sm205040/). There are two types of notifications that can be configured into the Custom notifications window: + Predefined notifications which are fixed and mainly are made to turn on/off or to change the recipients. + Custom notifications which needs to be completely defined from scratch by system administrators who then define their own conditions. ## The use of Custom notifications Custom notifications can help you monitor and follow up movement within the system. All according to your own needs. You can define: + Which area you want to monitor; suppliers, invoices, stock items etc. + Which fields within a record that is to change to trigger a notification. + The conditions that is to be fulfilled to trigger a notification. + The recipient of the notification. + The name and the message of the notification. + If the notification is with regards to a due date, you can also indicate that in your definition of the notification. A recipient can be: + A specific user + A user in a specific role + A group of user + Warehouse personnel + Accountants In addition, we will enable the possibility to notify users that have a relation to a document/record or entity: + The creator of the invoice + Owner of the sales order + Accountants + Warehouse personnel Example of a situation where the user would like to receive a notification: + Stock items below a certain level + Changes in a customers information + Items in sales order are shipped to customer As default, the notifications displayed are for the current, active company. By using a filter, users can see notifications for all companies. ## Generic inquiries In Visma Net, you can build pivot tables based on the data from generic inquiries. A pivot table is a program tool that you use to reorganise and summarise data in a generic inquiry to view it from different perspectives. You can set up and change the pivot table structure by dragging and dropping fields. ## Dashboard page management Dashboards are a very important and convenient tool for monitoring and analysing critical business information. In the [Dashboards (SM208600)](/visma-net-erp/help/customisation/customisation-windows/dashboards-sm208600/) window, you can add dashboard pages, locate them in the site map, and set up access rights to dashboard pages. Manage generic inquiries /visma-net-erp/help/customisation/manage-generic-inquiries section In Visma Net, you can create and manage inquiries without having any programming skills by using the Generic inquiry (SM208000) window. 2026-02-19T17:09:06+01:00 # Manage generic inquiries In Visma Net, you can create and manage inquiries without having any programming skills by using the Generic inquiry (SM208000) window. For more information: [Generic inquiry (SM208000)](/visma-net-erp/help/customisation/customisation-windows/generic-inquiry-sm208000/). In Visma Net, you can create and manage inquiries without having any programming skills by using the [Generic inquiry (SM208000)](/visma-net-erp/help/customisation/customisation-windows/generic-inquiry-sm208000/) window. You can edit the inquiry view and the titles, and arrange the elements in the window as you need. After saving your changes, you can immediately check your changes. Additionally, you can create multiple pivot tables for each generic inquiry. You can use pivot tables to reorganise and summarise data in a generic inquiry, to view it from different perspectives. Another option is to create side panel navigation paths for generic inquiries. Design an inquiry based on inventory data /visma-net-erp/help/customisation/manage-generic-inquiries/design-an-inquiry-based-on-inventory-data section You can easily create inquiry windows by using the Generic inquiry (SM208000) window. 2026-02-19T17:09:06+01:00 # Design an inquiry based on inventory data You can easily create inquiry windows by using the Generic inquiry (SM208000) window. For more information: [Generic inquiry (SM208000)](/visma-net-erp/help/customisation/customisation-windows/generic-inquiry-sm208000/). You can easily create inquiry windows by using the [Generic inquiry (SM208000)](/visma-net-erp/help/customisation/customisation-windows/generic-inquiry-sm208000/) window. To design an inquiry, you need to have a general knowledge of data access classes (DACs), through which data can be extracted from the system database tables. For more information about DACs, see the Visma Net Customisation guide. The following sections describe the process of creating an inquiry that shows the availability of active stock items. ## About the design specifications The inquiry will have a **Selection** area with the following elements: + The **Warehouse** field where you can select a particular warehouse to view its stock items + The **Active only** check box you can select to indicate that information about only active items (instead of all items) should be displayed Choose one of the following ways to arrange these two boxes in the **Selection** area: + One column: This will result in two lines, with the second element under the first one. + Two columns: This will result in one line, with the second element to the right of the first one. The table with inquiry results will display all the stock items available at the selected warehouse (or at all warehouses, if no warehouse has been selected). This table will have the **Stock items** title on the UI and the following columns: **Item ID**, **Description**, **Subitem ID**, **Warehouse**, **Base unit**, **Base price**, **Quantity on hand**, and **Available quantity**. ## About the DACs to be used for the inquiry All the information about stock items is available through the following basic DACs, which represent specific data from system databases as if it is arranged in tables: PX.Objects.IN.ItemSite : Contains warehouse-specific information about items: standard cost history, price information, and replenishment parameters. PX.Objects.IN.INSiteStatus : Contains information about warehouses: the items stored there and their availability information. PX.Objects.IN.InventoryItem : Holds general information about each stock item: General ledger accounts, subaccounts, kit status (whether the item is a kit), item class, price class, and lot/serial class. This DAC also provides information on the item's cost, price, and VAT categories. A simple representation of the sample data in these tables is shown below; the actual tables include more columns than are shown, and no data is shown for columns that are not used in the inquiry being designed in this topic. The table names specified in parentheses are aliases specified for the tables for the inquiry under design (see the **Creating a new inquiry** section of this topic). ### The PX.Objects.IN.ItemSite (ItemSite) table contains the following data |Site ID|Item ID|ABC code|Pending price|Last price|Pending cost|Last cost|Replenishment parameters| |---|---|---|---|---|---|---|---| |RETAIL|Blinds 100mm X1000mm|A|12.5|10|7|6|-| |WHOLESALE|Blinds 100mm X1000mm|A|12.5|10|7|6|-| ### The PX.Objects.IN.INSiteStatus (SiteStatus) table contains the following data |Item ID|Subitem|Description|Site ID|Qty. avail.|Qty. on hand|Qty. not avail.| |---|---|---|---|---|---|---| |Z00B00250|0 (black)|Blinds 100mmX1000mm|RETAIL|500|100|0| |Z00B00250|0 (black)|Blinds 100mmX1000mm|WHOLESALE|10|1100|0| |LCS000011|0 (black)|LSC1 monitor|RETAIL|36|36|0| |LCS000011|1 (white)|LSC1 monitor|RETAIL|36|36|36| |LCS000011|2 (brown)|LSC1 monitor|RETAIL|0|0|0| |LCS000011|0 (black)|LSC1 monitor black|WHOLESALE|8805|64|64| |LCS000011|1 (white)|LSC1 monitor|WHOLESALE|-300|-300|0| ### The PX.Objects.IN.InventoryItem (InventoryItem) table contains the following data |Item ID|Subitem|Description|Base unit|Base price|Evaluation method|GL accounts|VAT category| |---|---|---|---|---|---|---|---| |Z00B00250|0 black|Blinds 100mmX1000mm|piece|10|0|-|-| |LCS000011|0 (black)|LSC1 monitor|piece|200|0|-|-| |LCS000011|1 (white)|LSC1 monitor|piece|250|0|-|-| |LCS000011|2 (brown)|LSC1 monitor|piece|200|0|-|-| ### The PX.Objects.IN.INSubitem (Subitem) table contains the following data |Subitem ID|Group mask|Description|Created by| |---|---|---|---| |0|-|Black|administrator| |1|-|White|administrator| |2|-|Brown|administrator| ## Create a new inquiry 1. Go to the [Generic inquiry (SM208000)](/visma-net-erp/help/customisation/customisation-windows/generic-inquiry-sm208000/) window. 1. In the **Inquiry title** field, type a name for the inquiry, such as `Availability by warehouse`. 1. In the **Sitemap title** field, type a title, which is the name of the inquiry. 1. In the **Location in the menu** field, select Start, to give your inquiry a location. You can choose any location, because your inquiry is independent of structure and will always appear in the **Custom views** workspace. 1. Type `2` in the **Arrange parameters in x columns** field. 1. Leave the **Select top x records** field blank, so you can display all the results. 1. Optional: In the **Records per page** field, specify the number of records you want to see per page. 1. Optional: Select **Number pages** if you want to give each results page a page number. 1. On the **Tables** tab, click anywhere below the last row to add a new row. 1. In the **Table name** column, search for and select INSiteStatus ( **PX.Objects.IN.INSiteStatus** ). 1. In the **Alias** column, type an easy-to-use name (such as `SiteStatus` ). 1. Repeat Steps 7 through 9 for each table you need for your inquiry. 1. Click ![icon-save](/media/visma-net-erp/icon-save.png). Your inquiry is saved and receives a window ID. You will now find it in the **Custom views** work space. If you want to place your inquiry in a workspace of your choice, you can duplicate it. ## Specify table relations You need to specify relations between tables so that the system can generate SQL requests to get the required data from the tables involved. On the **Relations** tab, perform the following steps: 1. In the **Table relations** table, append a new row. Select **SiteStatus** as the parent table, **left** as the join type, and **ItemID** as the child table. To get the data from both tables for each item ID, do the following in the **DataField links for active relations** table: + Select **ItemID** in the **Parent field** column. + Select **Equals** in the **Condition** column. + Select **ItemID** in the **Child field** column. 1. In the **Table relations** table, append a new row. Select **SiteStatus** as the parent table, **left** as the join type, and **SubItem** as the child table. To get information on subitems of stock items, do the following in the **DataField links for active relations** table: + Select **SubItemID** in the **Parent field** column. + Select **Equals** in the **Condition** column. + Select **SubItemID** in the **Child field** column. 1. In the **Table relations** table, append a new row. Select **SiteStatus** as the parent table, **left** as the join type, and **ItemSite** as the child table. To get the data from both tables for each stock item stored in each warehouse, do the following in the **DataField links for active relations** table: + Select **ItemID** as the parent field that equals the **ItemID** child field. + In the next row, specify **SiteID** as the parent field that equals the **SiteID** child field. 1. Click ![icon-save](/media/visma-net-erp/icon-save.png). ## Configure inquiry parameters To configure the elements for inquiry parameters, do the following: 1. On the **Parameters** tab, click ![icon-add](/media/visma-net-erp/icon-add.png) to append a row to the table. 1. In the **Name** column, specify the name of the inquiry parameter. 1. In the **Display name** column, type `Warehouse`; this is the name of the element the user will use to select a particular warehouse. 1. In the **Schema field** column, select a schema. If no schema is specified, a simple text field will be used on the inquiry window. We recommend that you select as a schema the **Warehouse** column from the respective table. 1. Select the **From schema** check box and select one of warehouses as the default value. 1. If you have chosen to arrange parameters in two columns, in the **Column span** field, type the number of columns the **Warehouse** text field will span. 1. Click **![icon-add](/media/visma-net-erp/icon-add.png)** to append a new row. 1. Type `Active` in the **Name** column. 1. Specify a check box as the schema. 1. Type `Active Only` as the display name. 1. Type `=1` as the default value for the check box. 1. Click ![icon-save](/media/visma-net-erp/icon-save.png). ## Specify conditions By using the **Conditions** tab, you can specify the conditions that determine the data (records) to be displayed. The inquiry parameters used in conditions appear in square brackets; for example, `[Warehouse]` stands for the first parameter of the inquiry (the ID of the warehouse selected by the user), and `[Active]` designates the value of the **Active only** check box, which the user can select to view only active items. For this example, we want to select stock items matching the following conditions, based on user selections: + If a user selects a particular warehouse: Items stored at this warehouse + If the user doesn't select any warehouse: Items stored at all warehouses + If the user selects the **Active only** check box: Items with the **Active** status + If the user clears the **Active only** check box: Items with any status To implement these conditions, perform the following steps: 1. Enter the following: a single opening parenthesis, the **SiteID** column of the **SiteStatus** table ( **SiteStatus.SiteID** ) in the **Data field** column, the **Equals** condition, `[Warehouse]` as **Value 1**, and **Or** as the operator. 1. In the next row, enter `[Warehouse]` in the **Data field** column, **Is null** as the condition, and a single closing parenthesis. Select **And** as the operator to join another condition. 1. In the next row, enter the following: double opening parentheses, `[Active]` in the **Data field** (the value of the **Active only** parameter), the **Equals** condition, `=1` as the **Value 1**, a single closing bracket, and **And** as the operator. 1. In the next row, select **InventoryItem.ItemStatus** ( **ItemStatus** of the **StockItem** table) as the data field, the **Equals** condition, the **From schema** check box, **Active** as **Value 1**, a single closing parenthesis, and the operator **Or**. 1. In the next row, select `[Active]` as the data field, select **Equals** as the condition, type `=0` as the **Value 1**, and add a single closing parenthesis. 1. Click ![icon-save](/media/visma-net-erp/icon-save.png). ## Configure the results area On the **Results grid** tab, select the column from the involved DACs to display data. To add a column to the resulting table, perform the following steps: 1. Click ![icon-add](/media/visma-net-erp/icon-add.png) to add a new row. 1. In the **Object** column, select the DAC that contains the particular column. 1. In the **Data field** column, select the particular DAC column. 1. Specify a schema for the column. Generally, you select the schema used for the column in its DAC. 1. Optional: Specify the width of the column (in pixels) if the values are long strings. 1. Select the **Visible** check box if you want this column to be visible in the table by default. Clear the check box if the column will be an optional column that can be brought up by users as needed. 1. Click ![icon-save](/media/visma-net-erp/icon-save.png). ## Sorting results To sort the results, select one column and specify how the values should be ordered in the respective column. To do this, on the **Sort order** tab, do the following: 1. Click **![icon-add](/media/visma-net-erp/icon-add.png)** to append a new row. 1. Select the column of the specific table whose values should be ordered. 1. Select descending or ascending order. 1. Click ![icon-save](/media/visma-net-erp/icon-save.png). You can speed up a generic inquiry if you define a custom sorting order that optimises a database query. For example, such order may include less fields than a default sorting order, which contains keys for all tables added in the generic inquiry. ## Preview the inquiry To preview the inquiry you have created, click **View inquiry** on the window toolbar. To return to the Generic inquiry window, click **Back** (or the equivalent action) on the toolbar of your browser. ## Add the new inquiry to a workspace you choose In Visma Net, user-defined inquiries are automatically added to the workspace called **Custom views**. You can also add tem to a workspace of your choice, for example you can add customer ledger-specific inquiries to the Customer ledger workspace. 1. Go to the workspace you want to add the inquiry to. 1. In the bottom left corner, click **Edit menu**. 1. Click **+ Add menu item** in the top menu edit bar. The **Select windows** dialog is displayed. 1. Search for your inquiry title. 1. Select the check box to the left of your inquiry title and click **Add and close**. 1. In the bottom left corner of the window, click **Exit the Edit menu**. The inquiry will now be displayed both in your selected workspace and in **Custom views**.

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Windows

 About side panels /visma-net-erp/help/customisation/manage-generic-inquiries/about-side-panels page A side panel is a navigation option that can be enabled for a generic inquiry on the Navigation tab of the Generic inquiry (SM208000) window. 2026-02-19T17:09:06+01:00 # About side panels A side panel is a navigation option that can be enabled for a generic inquiry on the Navigation tab of the Generic inquiry (SM208000) window. For more information: [Generic inquiry (SM208000)](/visma-net-erp/help/customisation/customisation-windows/generic-inquiry-sm208000/). The side panel can be used to display the details of entities related to a record that is currently selected on the inquiry window. The side panel navigation path can be added to existing generic inquires or new ones. For more information, see: [Enable the side panel](/visma-net-erp/help/customisation/manage-generic-inquiries/enable-the-side-panel/) ## Elements of the side panel When the side panel navigation option is enabled for an inquiry, you will see the following in the right side of the window: + Side panel The side panel is a navigation option you can use to drill down to relevant details about any record listed on the inquiry window. > [!NOTE] > By default, this panel is hidden and you can see only the **Display** button and the tabs defined for this panel. + Side panel tab Either one window can be displayed on the side panel or the panel may have tabs with multiple windows. If the side panel has tabs, you can navigate between them. To view relevant information in a side panel tab, you select a record on the inquiry window, and then click the needed tab icon on the side panel. In the side panel, the system displays the window with the information related to the selected record inside the side panel. You can hover over the tab icon to see the name of the window used for this tab. + Display/Hide button (arrow) You use these buttons to open or close the side panel of the inquiry window. To open the side panel, you click the **Display** button, and to hide the panel, you click the **Hide** button. + Window title This section of the side panel displays the title of the window you selected for a specific tab. + Window area When you select the record from the inquiry window and open the tab on the side panel (if multiple tabs are defined for the inquiry), the system displays the details of the entity related to the record in the window area. ## Examples of possible elements to be shown in the side panel When you create your customized side panels, you can select between the following different elements to show specific information from the selected line in the list: + Windows + Inquiries + Dashboards (PDFs, static webpages, graphs) > [!NOTE] > You can add a dashboard with parameters to a side panel. Adding the navigation path for a dashboard is done the same way as for the other windows. When you are going through the records of the inquiry, the system will filter widget data by the parameters passed from the inquiry. For more information, see: [About dashboard configuration](/visma-net-erp/help/customisation/manage-dashboard-pages/configure-dashboards/about-dashboard-configuration/)

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Tasks

Windows

 Enable the side panel /visma-net-erp/help/customisation/manage-generic-inquiries/enable-the-side-panel section 2026-02-19T17:09:06+01:00 # Enable the side panel A side panel is a navigation option that can be enabled for a generic inquiry on the Navigation tab of the [Generic inquiry (SM208000)](/visma-net-erp/help/customisation/customisation-windows/generic-inquiry-sm208000/) window. The side panel can be used to display the details of entities related to a record that is currently selected on the inquiry window. The side panel navigation path can be added to existing generic inquires or new ones. 1. Go to the [Generic inquiry (SM208000)](/visma-net-erp/help/customisation/customisation-windows/generic-inquiry-sm208000/) window. 1. In the **Inquiry title** field, select the generic inquiry for which you want to enable the side panel. 1. In the **Windows** area of the **Navigation** tab, add the window of the related entity whose details you want to review in the resulting side panel. 1. In the **Navigation parameters** table, specify the parameters to be passed to the selected window. 1. In the **Window mode** field, select the **Side panel** option. 1. In the **Icon** field, select an image to be displayed in the selection area of the side panel. 1. Click ![icon-save](/media/visma-net-erp/icon-save.png). 1. Optional: You can add multiple side panel navigation paths to a generic inquiry by repeating step 3 to 7 for each additional window. The only limit is the set of tables in the generic inquiry, which you can easily expand by adding new tables and setting up table relations. With multiple side panel navigation paths, for each record in the inquiry, you can view the details of multiple related entities, by switching between paths in the selection area of the side panel. > [!NOTE] > Be aware that large inquiries with a lot joins of different tables could influence the loading time of a side panel. > [!NOTE] > To view your side panels, you can click the **View inquiry** button and expand the side bar by clicking the **Display or Hide** button (arrow in upper right corner) that shows the side panels of the window. For more information, see: [About side panels](/visma-net-erp/help/customisation/manage-generic-inquiries/about-side-panels/) > [!NOTE] > You can add a dashboard with parameters to a side panel. Adding the navigation path for a dashboard is done the same way as for the other windows. When you are going through the records of the inquiry, the system will filter widget data by the parameters passed from the inquiry. For more information, see: [About dashboard configuration](/visma-net-erp/help/customisation/manage-dashboard-pages/configure-dashboards/about-dashboard-configuration/)

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Windows

 Find the names of the database fields /visma-net-erp/help/customisation/manage-generic-inquiries/find-the-names-of-the-database-fields section If you want to edit a report or add a new generic inquiry, you need to know the names of the database fields. 2026-02-19T17:09:06+01:00 # Find the names of the database fields If you want to edit a report or add a new generic inquiry, you need to know the names of the database fields. 1. Go to the [Users (SM201010)](/visma-net-erp/help/access-management/user-security/user-security-windows/users-sm201010/) window. 1. In the **Login** field, select your username. 1. On the **Roles** tab, select the role **Customizer** and click ![icon-save](/media/visma-net-erp/icon-save.png). 1. Go to a desired window in the system, move the mouse pointer on a field, press **Ctrl + Alt** on the keyboard and click the left mouse button. The **Element properties** window opens and here you will find the **Data field** names. Manage pivot tables /visma-net-erp/help/customisation/manage-pivot-tables section In Visma Net, you can build pivot tables based on the data from generic inquiries. 2026-02-19T17:09:06+01:00 # Manage pivot tables In Visma Net, you can build pivot tables based on the data from generic inquiries. A pivot table is a program tool that you can use to reorganise and summarise data in a generic inquiry, to view it from different perspectives. Among other functions, a pivot table can automatically sort, count, total, or give the average of the data stored in a generic inquiry, displaying the results in a separate table showing the summarised data. You can configure and change the structure of pivot tables simply by dragging and dropping fields. In the following topic you will find information on configuring and using pivot tables in Visma Net. About pivot tables in Visma Net /visma-net-erp/help/customisation/manage-pivot-tables/about-pivot-tables-in-visma-net page In Visma Net, you can use pivot tables to reorganise and summarise data taken from generic inquiries and analyse it from various perspectives. 2026-02-19T17:09:06+01:00 # About pivot tables in Visma Net In Visma Net, you can use pivot tables to reorganise and summarise data taken from generic inquiries and analyse it from various perspectives. In Visma Net, you can use pivot tables to reorganise and summarise data taken from generic inquiries and analyse it from various perspectives. This capability is useful when you have large amounts of data in the generic inquiry and you need to build aggregate reports based on this data. For example: Suppose that you have a generic inquiry that lists open sales orders and contains the following information: order date, customer name, order number, order quality, order total sum, and order status. If you want to see number of open orders by each customer and the overall sum per customer, you build a pivot table that includes this data. In this topic, you can find information about configuring and managing pivot tables in Visma Net. ## Prerequisites Before you start configuring a pivot table you need to do the following: + Create the generic inquiry that will be used as a data source for pivot tables if this inquiry doesn't already exist. For details, see: [Design an inquiry based on inventory data](/visma-net-erp/help/customisation/manage-generic-inquiries/design-an-inquiry-based-on-inventory-data/). + Plan which data from the generic inquiry you want to see in rows, columns, and the data area of the pivot table; also plan which data should be used for filtering. ## Configure pivot tables You perform the following steps to configure a pivot table in Visma Net in the [Pivot tables (SM208010)](/visma-net-erp/help/customisation/customisation-windows/pivot-tables-sm208010/) window: 1. Go to the [Pivot tables (SM208010)](/visma-net-erp/help/customisation/customisation-windows/pivot-tables-sm208010/) window. 1. In the **Window ID** field, you select a generic inquiry from the list of existing generic inquiries. 1. By dragging the fields to the appropriate panes of the window, you select the generic inquiry fields that will be used in rows, in columns, and in the data area (the **Values** pane) of the pivot table; you also select the fields that should be used for filtering by dragging and dropping them to the **Filters** pane in the window. 1. Optional: You specify display properties for the generic inquiry fields that are used in the pivot table, such as a custom caption, sorting type, aggregate functions, and cell width. 1. Optional: In the **Sitemap location** field in the top part of the window, you specify the position of the created pivot table in the Visma Net site map if you want users of your Visma Net instance to access it in the site map. 1. Optional: You share the pivot table within your Visma Net instance if you want other users of Visma Net to use it, by selecting the **Is shared** check box. 1. Optional: In the top part of the window, you select a shared filter that will be applied to the pivot table. For the detailed procedure you should use to add a pivot table, see: [Add a pivot table](/visma-net-erp/help/customisation/manage-pivot-tables/add-a-pivot-table/). ## Format field values in pivot tables If you want to change the format of the fields to be displayed in a pivot table, you can specify the required format in the **Format** field of the **Properties** pane in the [Pivot tables (SM208010)](/visma-net-erp/help/customisation/customisation-windows/pivot-tables-sm208010/) window. In this field, you can type one of the standard formats defined for the format function in.Net. For date fields, in the Properties pane, you can configure the following extended format settings: + Rounding data with the specified accuracy: You can select the accuracy of calculating data gathered by date. For example:Suppose that for each sales manager, you want to analyse sales amounts aggregated by quarters of the year. Suppose that the sales amounts are collected daily, which means that the date field in the generic inquiry with the required data contains the day, the month, and the year (such as 04/11/2016). To aggregate the sales amounts by quarter in the pivot table, in the Round to field, you select Quarters, and the date will contain only the year and the quarter (such as 2016 Q4) in the pivot table. + Aggregating data by the particular date part: You can select the part of a date field by which you want to aggregate data in a pivot table. For example:Suppose that you want to analyse the seasonal demand on T-shirts for the last five years. To solve this task, you can build a pivot table that displays sales amounts aggregated by month. Suppose that the date field in the generic inquiry with sales amounts for T-shirts contains the month and the year (such as July 2017). To make the system aggregate data by month and display only months in the pivot table, in the Date part field, you select Month. + Displaying hierarchical column or row headers: If you want to configure dates in columns or rows for a pivot table to meet your needs, you can set up a hierarchical structure of parts of the dates. For example:Suppose that you want to analyse the amount of shipped laptops by month for the last three years. Suppose that the date in the generic inquiry contains the day, the month, and the year (such as 04/11/2016). In the pivot table, you can display a one-level column, which will contain the following date values: Jan 2015, Feb 2015, and so on until June 2017. Alternatively, you can configure the system so that it displays two levels of column headers: In the first level, the system displays the years, and under each year, the system displays the months. To configure the system in this way, you add two copies of the date field to the Columns pane of the [Pivot tables (SM208010)](/visma-net-erp/help/customisation/customisation-windows/pivot-tables-sm208010/) window. For the first copy, in the Round to field, you select Years; for the second copy, in the Date part field, you select Month. For fields for which segmented keys are configured to have multiple segments, in the Properties pane, you can configure the following format settings: + Aggregating data by the particular segment: You can select the segment by which the system will aggregate data in a pivot table. For example, suppose that your company sells fruit and vegetables to restaurants. Suppose that the item class values consist of the following segments: the item category (FR or VEG), the item type (APL, ORG, CBR, or PTO), and the country of origin (such as ES, CN, or MA). If you want to analyse the amounts of item types shipped to each customer by using a pivot table, in the Segment field, for the item class field, you select the segment that corresponds to the item type. With these settings, the system will aggregate sales data by the item type (such as apples, designated by APL). + Displaying hierarchical column or row headers: If you want to analyse data by a combination of two segments of a field value, you can set up a hierarchical structure of the segments. Suppose that in the example described in the previous item, you also want to add to the pivot table the country of origin for each item type. To address this task, to the Columns pane, you add two copies of the Item class field. For the first copy, in the Segment field, you select the segment used for the item category; for the second copy, in the Segment field, you select the segment used for the country of origin. ## Pivot tables and generic inquiries In Visma Net, you use the data from generic inquiries to build pivot tables. For a single generic inquiry you can create multiple pivot tables that will summarise data in different dimensions. You use only one generic inquiry to build each pivot table. If you need to build pivot tables with information stored in multiple generic inquiries, you must first create a single generic inquiry that includes all the necessary data. When you modify a generic inquiry that pivot tables are based on (for example, when you add or remove fields), you may need to reflect these changes in the pivot tables. To do this, you click **Pivot tables** in the generic inquiry title bar and click a pivot table name you want to open. In the pivot table window that opens, you click **Customise** in the window title bar. In the [Pivot tables (SM208010)](/visma-net-erp/help/customisation/customisation-windows/pivot-tables-sm208010/) window that opens, you modify the settings of the pivot table. The data for pivot tables is stored separately from generic inquiries data in the system database. This makes it possible for users to work with pivot tables even if the generic inquiry on which they are based is unavailable for some reason. In addition, you can allow users to access only pivot tables, if security policies of your organisation require this. Users of your organisation may open configured pivot tables as follows: + Through the site map, if you added the pivot table there during configuration. + From the generic inquiry window, by using the **Pivot tables** menu item in the window title bar, which appears when at least one pivot table is created for this generic inquiry. Related reference [Pivot tables (SM208010)](/visma-net-erp/help/customisation/customisation-windows/pivot-tables-sm208010/)

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Tasks

Windows

 Add a pivot table /visma-net-erp/help/customisation/manage-pivot-tables/add-a-pivot-table section You use the Pivot tables (SM208010) window to add a pivot table. 2026-02-19T17:09:06+01:00 # Add a pivot table You use the Pivot tables (SM208010) window to add a pivot table. For more information: [Pivot tables (SM208010)](/visma-net-erp/help/customisation/customisation-windows/pivot-tables-sm208010/). You use the [Pivot tables (SM208010)](/visma-net-erp/help/customisation/customisation-windows/pivot-tables-sm208010/) window to add a pivot table. For details on pivot tables in Visma Net, see: [About pivot tables in Visma Net](/visma-net-erp/help/customisation/manage-pivot-tables/about-pivot-tables-in-visma-net/). ## Before you begin Before you start configuring a pivot table you need to do the following: + Create the generic inquiry that will be used as a data source for pivot tables if this inquiry doesn't already exist. For details, see: [Design an inquiry based on inventory data](/visma-net-erp/help/customisation/manage-generic-inquiries/design-an-inquiry-based-on-inventory-data/). + Plan which data from the generic inquiry you want to see in rows, columns, and the data area of the pivot table; also plan which data should be used for filtering. 1. Go to the [Pivot tables (SM208010)](/visma-net-erp/help/customisation/customisation-windows/pivot-tables-sm208010/) window. 1. In the **Window ID** field, select the generic inquiry that will be used as a data source for the pivot table. (If you opened this window from the generic inquiry window, the generic inquiry is selected automatically.) 1. In the **Name** field, type the name you want to use for the pivot table. This name will be used as pivot table ID after you save your changes to the table. 1. Configure the layout of the pivot table as follows: + Drag and drop the generic inquiry fields from the **Fields** pane to one of the following panes, depending on the desired layout of the pivot table: **Rows**, **Columns**, or **Values**. + Optional: Drag and drop the generic inquiry fields from the **Fields** pane to the **Filters** pane if you want to filter data in the pivot table by these fields. 1. Optional: Set up display properties for the generic inquiry fields that are used in the pivot tables as follows: 1. Click a field that is now in the **Filters**, **Columns**, **Rows**, or **Values** pane. 1. In the **Properties** pane, perform any of the following steps, as needed, to change the properties of the selected field: + In the **Caption** field, change the caption of the selected field that will be displayed in the pivot table. + In the **Aggregate** list, select the aggregate function that will be applied to the field value. + In the **Sort order** list, select the way you want the field values to be sorted. + Select the **Show percent** check box if you want to display the field value selected in the **Values** pane as a percent of the total value. + Select the **Show total** check box if you want to display a **Total** field for this field in the pivot table. + In the **Total label** field, type the custom name of the **Total** field. + In the **Width** field, type the width of the cells (in pixels) in which the field values are displayed. + In the **Format** field, specify the format of the field if it should differ from the original format. 1. Optional: In the **Location in the menu** field, specify the position of the pivot table in the Visma Net site map if you want users of your Visma Net instance to navigate to it from the menu. 1. Optional: Select the **Is shared** check box if you want other users of Visma Net to see the pivot table. 1. Optional: Select a shared filter in the **Shared filter to apply** field if you want to filter data in the pivot table by using an existing filter. 1. In the window toolbar, click **![icon-save](/media/visma-net-erp/icon-save.png)** to save the pivot table.

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Windows

 Delete a pivot table /visma-net-erp/help/customisation/manage-pivot-tables/delete-a-pivot-table section You use the Pivot tables (SM208010) window to delete a pivot table. 2026-02-19T17:09:06+01:00 # Delete a pivot table You use the Pivot tables (SM208010) window to delete a pivot table. For more information: [Pivot tables (SM208010)](/visma-net-erp/help/customisation/customisation-windows/pivot-tables-sm208010/). You use the [Pivot tables (SM208010)](/visma-net-erp/help/customisation/customisation-windows/pivot-tables-sm208010/) window to delete a pivot table. For details on pivot tables Visma Net, see: [About pivot tables in Visma Net](/visma-net-erp/help/customisation/manage-pivot-tables/about-pivot-tables-in-visma-net/). 1. Go to the [Pivot tables (SM208010)](/visma-net-erp/help/customisation/customisation-windows/pivot-tables-sm208010/) window. 1. In the **Window ID** field, select a generic inquiry that is used as a data source for the pivot table. If you opened this window from the generic inquiry window, it will be selected automatically. 1. In the **Pivot table ID** field, select a pivot table that should be deleted. 1. Click ![icon-delete](/media/visma-net-erp/icon-delete.png).

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Windows

 Manage subsitutes of entry windows /visma-net-erp/help/customisation/manage-subsitutes-of-entry-windows section After you add a particular type of information (such as business accounts) to the system by using the applicable data entry window, you may want to have a way to view a list of these records. 2026-02-19T17:09:06+01:00 # Manage subsitutes of entry windows After you add a particular type of information (such as business accounts) to the system by using the applicable data entry window, you may want to have a way to view a list of these records. The most convenient way is to configure a substitute form of the inquiry type that will serve as an entry point to the entry window. With a substitute window, when a user clicks the name of the entry window in the navigation pane, the user is automatically redirected to the corresponding substitute form that contains the list of these records in a tabular format. When the user clicks a record, the entry window opens to show the details of the selected record. The topics below contain information on the configuration and management of the substitute windows in your system. About substitutes for entry windows /visma-net-erp/help/customisation/manage-subsitutes-of-entry-windows/about-substitutes-for-entry-windows page Sometimes, you might need a faster way to retrieve particular data from the system. 2026-02-19T17:09:06+01:00 # About substitutes for entry windows Sometimes, you might need a faster way to retrieve particular data from the system. This could be information about a specific supplier or the list of customers. Data retrieval Typically, in Visma Net, you can retrieve specific information by navigating to the relevant data entry or maintenance window and selecting the magnifier icon in the necessary field. This action will open a list of records in a pop-up window. However, this process might not provide the required information quickly enough. While the data entry and maintenance windows are useful for inputting new data, once the majority of data has been entered, you might find it more beneficial to view the list of records that were created in the data entry window. ## The process Within Visma Net, it's possible to construct a generic inquiry or a custom window. This window will display the data from a data entry or maintenance window, referred to as the **entry window** in this scenario, in a table format. The newly created generic inquiry or custom window is known as the **substitute window** in this context. After the substitute window is created, it can replace the original entry window. Therefore, when the entry window's name is clicked in the navigation pane, the substitute window containing the list of records is accessed. Clicking on a record name in this list will open the corresponding entry window (data entry or maintenance). ## Configuring a generic inquiry to be used as a substitute window To configure a generic inquiry to be used as a substitute window, first select the entry window, configure the list of records to be displayed in the substitute window, and finally select the location on the site map. The [Generic inquiry (SM208000)](/visma-net-erp/help/customisation/customisation-windows/generic-inquiry-sm208000/) window is used for this configuration. For an example of configuring a generic inquiry, see: [Design an inquiry based on inventory data](/visma-net-erp/help/customisation/manage-generic-inquiries/design-an-inquiry-based-on-inventory-data/). To add or delete the records in the list or make edits to the data shown in the list, you can add the required buttons and menu commands to the window toolbar of the substitute window. You can add any of the following options to a substitute window: ### Enabling the creation of new records Activating this feature makes the **New record** button accessible in the substitute window. Clicking this button opens the entry window, allowing the user to add a new record. Enabling the creation of new records in the substitute window allows you to set default values for the fields that are displayed when a record is added. When a user adds a new record, the system will automatically populate these fields with the default values. These default values are defined in the **New record defaults**, located on the **Entry point** tab of the [Generic inquiry (SM208000)](/visma-net-erp/help/customisation/customisation-windows/generic-inquiry-sm208000/) window. ### Enabling mass removal of records If you enable mass removal of records, the **Delete** button and the **Selected** column will be available in the substitute window. A user can select one record or multiple records and then delete them. You also have the option to configure the system to automatically confirm the deletion of records after this button is clicked and before the records are actually deleted. ### Enabling mass update of records Activating this feature will make the **Update** and **Update all** commands available in the **Actions** menu in the window toolbar, as well as in the **Selected** column of the substitute window's table. You can configure this feature by selecting the field or fields to be updated when one of these options is selected by the user. A user has the ability to select either a single record or multiple records. After selection, the user can then modify the specified fields of these selected records. ### Enabling mass actions on records When you configure this setting, you can select any of the available options according to your requirements. The options you can select from are determined by the content within the entry window where you are creating the ingquiry. For example: The following options might be available for the window: + **Copy** + **Paste** + **Validate address** + **Mark as validated**. After you have selected the required options and saved the list, these commands will be displayed in the **Actions** menu in the window toolbar and the **Selected** column in the table of the substitute window. A user can select one or multiple records and then apply any available command to those selected records. For instructions on setting up a generic inquiry as a substitute window, see: [Configure a generic inquiry to replace an entry window](/visma-net-erp/help/customisation/manage-subsitutes-of-entry-windows/configure-a-generic-inquiry-to-replace-an-entry-window/). ## Configuring a custom window to be used as a substitute window With Visma Net, you can design your own custom windows to substitute the default entry windows. Each substitute window must include fields that correspond and map to the key fields of the original entry window. Once the custom window is ready, you match the window to the corresponding entry window This means specifying which entry window will be replaced with the custom window. This can be done using the [Lists as entry points (SM208500)](/visma-net-erp/help/customisation/customisation-windows/lists-as-entry-points-sm208500/) window. For details on how to configure a custom window to be used as a substitute window, see: [Replace an entry window with a custom window](/visma-net-erp/help/customisation/manage-subsitutes-of-entry-windows/replace-an-entry-window-with-a-custom-window/). ## Accessing substitute windows In Visma Net, each window has its own level of access that you can configure by using the [Access rights by window (SM201020)](/visma-net-erp/help/access-management/user-security/user-security-windows/access-rights-by-window-sm201020/) window. The access levels for the entry and substitute windows can be modified independently. However, when a substitute window replaces the corresponding entry window, the substitute window inherits the level of access the users have to the entry window. To change the level of access users have to the substitute window, you change the level of access to the entry window. If required, you can cancel the replacement. This involves configuring the system to redirect users to the original entry window, instead of the substitute window when they try to open the entry window in the navigation pane. Note that cancelling the replacement does not involve deleting windows. If you cancel the replacement, the access level of the substitute window reverts to the initial state This means, the access level the substitute window had before you used it to replace an entry window. ## Replacing the entry window with the substitute window Once a substitute window is configured, you match the substitute window to the corresponding entry window. This means specifying which substitute window will replace which entry window. Each pair of entry and substitute windows will have its own row in the [Lists as entry points (SM208500)](/visma-net-erp/help/customisation/customisation-windows/lists-as-entry-points-sm208500/) window. When you select the entry window on the **Primary screen** tab, a generic inquiry is automatically matched to it. This occurs in the [Generic inquiry (SM208000)](/visma-net-erp/help/customisation/customisation-windows/generic-inquiry-sm208000/) window. If you delete the row containing the inquiry in the [Lists as entry points (SM208500)](/visma-net-erp/help/customisation/customisation-windows/lists-as-entry-points-sm208500/) window, the selection in the [Generic inquiry (SM208000)](/visma-net-erp/help/customisation/customisation-windows/generic-inquiry-sm208000/) window is removed. You can activate or cancel the replacement of any entry window in the list at any time. Cancelling the replacement does not remove the window pair from the list. For details of activating and cancelling the replacement of an entry window, see: [Activate the replacement of an entry window](/visma-net-erp/help/customisation/manage-subsitutes-of-entry-windows/activate-the-replacement-of-an-entry-window/) and [Cancel the replacement of an entry window](/visma-net-erp/help/customisation/manage-subsitutes-of-entry-windows/cancel-the-replacement-of-an-entry-window/). If you delete the row containing the entry window and the corresponding substitute window, the match betwen the windows is removed. This cancels the replacement, but does not delete the windows. ## Defining the way the users locate entry and substitute windows in the navigation pane When configuring the substitute window, you determine how users can locate this window. The following ways are available: + Place the substitute window in the **Hidden** folder of the site map and replace the entry window with the substitute window. Users can accesses the substitute window by clicking the name of the entry window in the navigation pane. The entry window opens when a user selects a record or creates a new record in the substitute window. + Place the substitute window in any folder on the site map except the **Hidden** folder, without replacing the entry window with the substitute window. Users can accesses both the substitute window and teh entry window by clicking its name in the navigation pane. + Place the substitute window in the **Hidden** folder on the site map without replacing the entry window with the substitute window. In this case, users won't be able to access the substitute window. They can access the entry window by clicking its name in the navigation pane. You can see the list of entry windows and the corresponding substitute windows, review and edit the locations of the windows in the list, check which entry windows are replaced with substitute windows, and toggle the replacement by using the [Lists as entry points (SM208500)](/visma-net-erp/help/customisation/customisation-windows/lists-as-entry-points-sm208500/) window. Parent topic: [Manage substitutes of entry windows - overview](/visma-net-erp/to-be-deleted/online-help/shared-files/cu-manage-substitutes-entry-window-con/)

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 Configure a generic inquiry to replace an entry window /visma-net-erp/help/customisation/manage-subsitutes-of-entry-windows/configure-a-generic-inquiry-to-replace-an-entry-window section You can use the Generic inquiry (SM208000) window to create an inquiry based on a entry window. 2026-02-19T17:09:06+01:00 # Configure a generic inquiry to replace an entry window You can use the Generic inquiry (SM208000) window to create an inquiry based on a entry window. For more information: [Generic inquiry (SM208000)](/visma-net-erp/help/customisation/customisation-windows/generic-inquiry-sm208000/). You can use the [Generic inquiry (SM208000)](/visma-net-erp/help/customisation/customisation-windows/generic-inquiry-sm208000/) window to create an inquiry based on a entry window. This inquiry can be used as a substitute window that lists the records created by the using the corresponding entry window, so that you can see many records at a glance. For more information, see:[About substitutes for entry windows](/visma-net-erp/help/customisation/manage-subsitutes-of-entry-windows/about-substitutes-for-entry-windows/). If you use the substitute window to replace the entry window on the navigation pane, when a user clicks the name of the entry window, the system opens the substitute window. The instructions below describe how to configure a substitute window to replace the corresponding entry window. ## Before you begin Prepare the inquiry that you want to use as a substitute window for the entry window. For an example, see: [Design an inquiry based on inventory data](/visma-net-erp/help/customisation/manage-generic-inquiries/design-an-inquiry-based-on-inventory-data/). 1. Go to the [Generic inquiry (SM208000)](/visma-net-erp/help/customisation/customisation-windows/generic-inquiry-sm208000/) window. 1. In the **Inquiry title** field, select the inquiry that you want to use as the substitute window for the entry window. 1. On the **Entry point** tab, in the **Entry screen settings** section, do the following: 1. In the **Entry screen** field, select the entry window that the substitute window will replace. When you select the entry window, this window is automatically added to the **Navigation** tab. 1. To replace the selected entry screen with the substitute window, select the **Replace entry screen with this inquiry in menu** check box. If you select this check box, the entry window always opens in the same browser tab when a user is adding a new record from this inquiry or viewing the details of an existing record from the inquiry. 1. To give the user the ability to add new records from the substitute window, in the **Operations with records** section, select the **Enable new record creation** check box. The **New record** button appears on the window toolbar of the substitute window. When the user clicks this button, the system opens the entry window that the user can use to add a new record. 1. To give the user the ability to delete existing records from the system by using the substitute window, select the **Enable mass record deletion** check box. The **Delete** button appears on the window toolbar and the **Selected** column appears in the table of the substitute window. A user can select one record or multiple records, and then delete any of these records from the system. The user will have to confirm the deletion of every record. 1. To make the system automatically confirm the deletion of records on the substitute window, select the **Auto-confirm custom delete confirmations** check box. With this check box selected, when a user tries to delete one record or multiple records, the records will be deleted without confirmation. 1. To give the user the ability to update particular fields of the records by using the substitute window, do the following: 1. Select the **Enable mass record update** check box. 1. On the **Mass update fields** tab, add the fields to the table. The **Update** and **Update all** commands appear on the **Actions** menu of the window toolbar and the Selected column appears in the table of the substitute window. 1. To give the user the ability to use particular commands (such **Copy** or **Add note** ) on the substitute window, do the following: 1. Select the **Enable mass actions on records** check box. 1. On the **Mass actions** tab, add to the table the actions you want to provide. The added commands appear on the **Actions** menu of the window toolbar, and the Selected column appears in the table of the substitute window. 1. To define how to open the entry window from the substitute window when a user is adding a new record or viewing the details of an existing record (if you haven't replaced the entry window with the substitute window), do the following: 1. In the **Screens** section of the **Navigation** tab, select the entry screen, which was added automatically when you selected the entry screen on the **Entry point** tab. 1. In the **Navigation parameters** section, select one of the following values in the **Window mode** field: + **Same tab** (default value): The entry window opens in the same browser tab. + **New tab**: The entry window opens in a new browser tab. + **Pop-up window**: The entry window opens in a new pop-up window. 1. Optional: In the **Navigation parameters** section of the **Navigation** tab, modify the inquiry parameters that should be passed to the key fields of the entry window. 1. Optional: In the **New record defaults** table, specify the default parameters for the fields to be added while the new records are created on the inquiry window. The New record defaults table is available only if the Enable new record creation check box is selected. 1. Click ![icon-save](/media/visma-net-erp/icon-save.png). As a result of these steps, the inquiry window will be displayed as the entry window in the defined site map location. Parent topic: [Manage substitutes of entry windows - overview](/visma-net-erp/to-be-deleted/online-help/shared-files/cu-manage-substitutes-entry-window-con/)

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 Replace an entry window with a custom window /visma-net-erp/help/customisation/manage-subsitutes-of-entry-windows/replace-an-entry-window-with-a-custom-window section With Visma Net, you can use not only generic inquiries but your own custom windows as entry points to the entry windows. 2026-02-19T17:09:06+01:00 # Replace an entry window with a custom window With Visma Net, you can use not only generic inquiries but your own custom windows as entry points to the entry windows. For more information on substitutes for entry windows, see: [About substitutes for entry windows](/visma-net-erp/help/customisation/manage-subsitutes-of-entry-windows/about-substitutes-for-entry-windows/). A custom form that you want to use as a substitute to an entry window must be mapped to the entry window. To use a custom window as a substitute form for an entry window, you match your custom window to the entry window and activate the replacement by using the [Lists as entry points (SM208500)](/visma-net-erp/help/customisation/customisation-windows/lists-as-entry-points-sm208500/) window. 1. Go to the [Lists as entry points (SM208500)](/visma-net-erp/help/customisation/customisation-windows/lists-as-entry-points-sm208500/) window. 1. Click ![icon-add](/media/visma-net-erp/icon-add.png). 1. In the **Entry screen location** field, select the entry window. The ID of the window is displayed in the **Entry screen ID** field. 1. In the **List screen location** field, select the substitute window. The ID of the window is displayed in the **List window ID** field. 1. In the table, make sure that the **Active** check box is selected to replace the entry window with the substitute window. 1. Click ![icon-save](/media/visma-net-erp/icon-save.png). Parent topic: [Manage substitutes of entry windows - overview](/visma-net-erp/to-be-deleted/online-help/shared-files/cu-manage-substitutes-entry-window-con/)

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 Activate the replacement of an entry window /visma-net-erp/help/customisation/manage-subsitutes-of-entry-windows/activate-the-replacement-of-an-entry-window section To replace an entry window with the corresponding substitute window, you enable the replacement in the Lists as entry points (SM208500) window. 2026-02-19T17:09:06+01:00 # Activate the replacement of an entry window To replace an entry window with the corresponding substitute window, you enable the replacement in the Lists as entry points (SM208500) window. For more information: [Lists as entry points (SM208500)](/visma-net-erp/help/customisation/customisation-windows/lists-as-entry-points-sm208500/). To replace an entry window with the corresponding substitute window, you enable the replacement in the [Lists as entry points (SM208500)](/visma-net-erp/help/customisation/customisation-windows/lists-as-entry-points-sm208500/) window. For more information, see:: [About substitutes for entry windows](/visma-net-erp/help/customisation/manage-subsitutes-of-entry-windows/about-substitutes-for-entry-windows/). 1. Go to the [Lists as entry points (SM208500)](/visma-net-erp/help/customisation/customisation-windows/lists-as-entry-points-sm208500/) window. 1. In the table, select the **Active** check box in the row of the entry window that you want to replace. 1. Click ![icon-save](/media/visma-net-erp/icon-save.png). Parent topic: [Manage substitutes of entry windows - overview](/visma-net-erp/to-be-deleted/online-help/shared-files/cu-manage-substitutes-entry-window-con/)

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Concepts

 Cancel the replacement of an entry window /visma-net-erp/help/customisation/manage-subsitutes-of-entry-windows/cancel-the-replacement-of-an-entry-window section You can temporarily cancel the replacement of the entry window with the correspondingsubstitute windows at any time—for example, while you make changes to the substitutewindow —by using the Lists as entry points Lists as entry points (SM208500) window. 2026-02-19T17:09:06+01:00 # Cancel the replacement of an entry window You can temporarily cancel the replacement of the entry window with the correspondingsubstitute windows at any time—for example, while you make changes to the substitutewindow —by using the Lists as entry points Lists as entry points (SM208500) window. For more information: [Lists as entry points (SM208500)](/visma-net-erp/help/customisation/customisation-windows/lists-as-entry-points-sm208500/). You can temporarily cancel the replacement of the entry window with the correspondingsubstitute windows at any time—for example, while you make changes to the substitutewindow —by using the Lists as entry points [Lists as entry points (SM208500)](/visma-net-erp/help/customisation/customisation-windows/lists-as-entry-points-sm208500/) window. Later, you canenable the replacement again, as described in: [Activate the replacement of an entry window](/visma-net-erp/help/customisation/manage-subsitutes-of-entry-windows/activate-the-replacement-of-an-entry-window/). For more information, see:[About substitutes for entry windows](/visma-net-erp/help/customisation/manage-subsitutes-of-entry-windows/about-substitutes-for-entry-windows/). 1. Go to the [Lists as entry points (SM208500)](/visma-net-erp/help/customisation/customisation-windows/lists-as-entry-points-sm208500/) window. 1. In the table, clear the **Active** check box in the row ofthe entry window for which you want to cancel the replacement. 1. Click ![icon-save](/media/visma-net-erp/icon-save.png). Parent topic: [Manage substitutes of entry windows - overview](/visma-net-erp/to-be-deleted/online-help/shared-files/cu-manage-substitutes-entry-window-con/)

Related pages

Concepts

 Manage shared filters /visma-net-erp/help/customisation/manage-shared-filters section Shared filters are the reusable filters that is automatically applied to the specified form for all users in the system. 2026-02-19T17:09:06+01:00 # Manage shared filters Shared filters are the reusable filters that is automatically applied to the specified form for all users in the system. In this topic, you can information on managing shared filters. About shared filters /visma-net-erp/help/customisation/manage-shared-filters/about-shared-filters page Shared filters are a type of reusable filters that are available for every user of your instance. 2026-02-19T17:09:06+01:00 # About shared filters Shared filters are a type of reusable filters that are available for every user of your instance. Shared filters are a type of reusable filters that are available for every user of your instance. You use the [Filters (CS209010)](/visma-net-erp/help/customisation/customisation-windows/filters-cs209010/) window to create, modify, and delete the shared filters. In this topic, you can find information on managing shared filters. ## Create shared filters You can use one of the following ways to add a shared filter: + By using the [Filters (CS209010)](/visma-net-erp/help/customisation/customisation-windows/filters-cs209010/) window: By default, every filter you create in the [Filters (CS209010)](/visma-net-erp/help/customisation/customisation-windows/filters-cs209010/) window is shared. For detailed procedure, see: [Add a system filter](/visma-net-erp/help/customisation/manage-shared-filters/add-a-system-filter/). + By creating a filter in a window and marking the filter as shared. For more information about creating filters, see: [About creating temporary or reusable filters](/visma-net-erp/getting-started/personalise-the-presentation-of-data/about-creating-temporary-or-reusable-filters/). ## Modify shared filters You can modify the conditions and change the category of a shared filter only by using the [Filters (CS209010)](/visma-net-erp/help/customisation/customisation-windows/filters-cs209010/) window. For detailed procedure, see: [Modify a system filter](/visma-net-erp/help/customisation/manage-shared-filters/modify-a-system-filter/). If you make a filter not shared, the filter will become available for editing only in the window for which the filter has been created. ## Delete shared filters You can delete an obsolete shared filter by using the [Filters (CS209010)](/visma-net-erp/help/customisation/customisation-windows/filters-cs209010/) window.

Related pages

Tasks

 Add a system filter /visma-net-erp/help/customisation/manage-shared-filters/add-a-system-filter section 2026-02-19T17:09:06+01:00 # Add a system filter 1. Go to the [Filters (CS209010)](/visma-net-erp/help/customisation/customisation-windows/filters-cs209010/) window. 1. Click ![icon-add](/media/visma-net-erp/icon-add.png). 1. In the top part, specify the settings for the filter: 1. In the **Name** field, type the name of the new filter. The system fills the Filter ID field automatically when you save the filter. 1. In the **Window ID** field, select the window the filter should be applied to. 1. In the **View** window, select the view for the selected window. If the selected screen does not support reusable filters, you won't be able to create a filter. 1. To make the filter applied to the form by default, select the **Is default** check box. 1. For the filter to be used for form dashboards, select the **Is shortcut** check box. 1. In the table, define conditions for the filter. For more information about filter conditions, see: [About creating temporary or reusable filters](/visma-net-erp/getting-started/personalise-the-presentation-of-data/about-creating-temporary-or-reusable-filters/). 1. Click ![icon-save](/media/visma-net-erp/icon-save.png).

Related pages

Concepts

 Modify a system filter /visma-net-erp/help/customisation/manage-shared-filters/modify-a-system-filter section 2026-02-19T17:09:06+01:00 # Modify a system filter 1. Go to the [Filters (CS209010)](/visma-net-erp/help/customisation/customisation-windows/filters-cs209010/) window. 1. In the **Filter ID** field, select a filter. 1. Do any of the following actions to modify the filter: + In the top part, in the **Name** field, type the new filter name. + In the top part, select a filter category or categories. + In the filter conditions table, select the **Active** check boxes to specify the active conditions. + In the filter conditions table, add or delete rows with filter conditions. 1. Click ![icon-save](/media/visma-net-erp/icon-save.png). 1. To make the filter unavailable for other users, click **Make filter not shared** on the window toolbar, and then click **Yes** in the **Warning dialog box**.

Related pages

Concepts

 Delete a system filter /visma-net-erp/help/customisation/manage-shared-filters/delete-a-system-filter section 2026-02-19T17:09:06+01:00 # Delete a system filter 1. Go to the [Filters (CS209010)](/visma-net-erp/help/customisation/customisation-windows/filters-cs209010/) window. 1. In the **Filter ID** field, select the filter. 1. Click ![icon-delete](/media/visma-net-erp/icon-delete.png). 1. In the pop-up window, click **OK** to confirm.

Related pages

Concepts

 Manage dashboard pages /visma-net-erp/help/customisation/manage-dashboard-pages section In Visma Net, a dashboard is a collection of widgets that are displayed on a single page and are designed to give you needed information at a glance. 2026-02-19T17:09:06+01:00 # Manage dashboard pages In Visma Net, a dashboard is a collection of widgets that are displayed on a single page and are designed to give you needed information at a glance. The page that displays the collection is known as a dashboard page. In the following topics, you will find information on managing dashboard pages. About dashboard pages /visma-net-erp/help/customisation/manage-dashboard-pages/about-dashboard-pages page In Visma Net, a dashboard refers to a collection of widgets that is displayed on one page. 2026-02-19T17:09:06+01:00 # About dashboard pages In Visma Net, a dashboard refers to a collection of widgets that is displayed on one page. In Visma Net, a dashboard refers to a collection of widgets that is displayed on one page. The intention is to give you needed information at a glance. Use dashboards to display vital information for the business processes of your organisation on a single page in Visma Net. The system provides predefined dashboard pages located in specific areas of the site map. Alternatively, you can create and position your own dashboard pages in the site map for optimal convenience. These dashboards can be utilized by users in their daily tasks. In this topic, you can find information on how to: + add new dashboard pages + manage access rights to dashboard pages + reset dashboards ## Adding a new dashboard page New dashboard pages can be added using the [Dashboards (SM208600)](/visma-net-erp/help/customisation/customisation-windows/dashboards-sm208600/) window. Any user with access to this window can: + add + remove + modify the properties of dashboards. To create a new dashboard page, follow these steps: 1. Create a new dashboard page and specify its location in the site map. 1. Select the role for the dashboard owner. Refer to [About access rights to dashboards](/visma-net-erp/help/customisation/manage-dashboard-pages/about-access-rights-to-dashboards/) for more details. If you are configuring the dashboard, ensure to select an owner role that you are assigned to. Otherwise, you will be working with your personal copy of the dashboard, and other users will not see any widgets that you add. 1. Choose the user roles that should be allowed to view the dashboard page. For more information on user roles, refer to [About role-based access](/visma-net-erp/help/access-management/user-security/about-role-based-access/). 1. Optional: Provide users (based on their user roles) with the ability to add, modify, and delete widgets on the dashboard. This capability is set at the dashboard level and applies to all user roles that can view the dashboard. For the detailed procedure of adding a new dashboard, see: [Add a new dashboard page (SM208600)](/visma-net-erp/help/customisation/manage-dashboard-pages/add-a-new-dashboard-page/). After you have created the dashboard page, add the widgets. For details on working with widgets, see:. ## Assigning access rights to dashboards Users who will work with dashboards can be given any of the following access rights capabilities: + Managing dashboard pages: Users with this capability can: + create new dashboard pages + delete dashboard pages + set up access rights to dashboard pages + populate the dashboard pages with widgets With regard to access rights to dashboards, these are the most powerful users. + Configuring an original dashboard: Users with this capability can + modify widgets on an original dashboard + reset all user copies to the original settings. These users are regarded as dashboard owners. + Viewing dashboards: Users with this capability can only view information on a dashboard. These users are the least powerful dashboard users because they cannot modify widgets on a dashboard. + Personalization dashboard: Users with this capability can view and modify widgets on their copy of a dashboard. For details on access rights to dashboards, see: [About access rights to dashboards](/visma-net-erp/help/customisation/manage-dashboard-pages/about-access-rights-to-dashboards/). ## Resetting dashboard pages When you reset a dashboard, its widgets are replaced with the widgets from the original dashboard. The predefined dashboards settings are derived from the To reset a predefined dashboard, open the dashboard in the [Dashboards (SM208600)](/visma-net-erp/help/customisation/customisation-windows/dashboards-sm208600/) window and click **Reset to predefined** on the window toolbar. The settings for user copies of dashboards, whether created by you or your colleagues, are derived from the original dashboard. To reset all user copies of the dashboard simultaneously, open the dashboard in the [Dashboards (SM208600)](/visma-net-erp/help/customisation/customisation-windows/dashboards-sm208600/) window and click **Reset all user copies**. Users who work with a copy of the dashboard can also reset their copy.

Related pages

Tasks

Windows

 About access rights to dashboards /visma-net-erp/help/customisation/manage-dashboard-pages/about-access-rights-to-dashboards page In Visma Net, users can manage, view, and modify widgets on dashboard pages. 2026-02-19T17:09:06+01:00 # About access rights to dashboards In Visma Net, users can manage, view, and modify widgets on dashboard pages. In Visma Net, users can manage, view, and modify widgets on dashboard pages. This topic discusses the access rights capabilities related to dashboard pages. For additional information on dashboard pages, see: [About dashboard pages](/visma-net-erp/help/customisation/manage-dashboard-pages/about-dashboard-pages/). ## Access rights for managing dashboard pages For users to manage dashboard pages, they must be assigned a user role that has complete access rights to the [Dashboards (SM208600)](/visma-net-erp/help/customisation/customisation-windows/dashboards-sm208600/) window. For additional information on access rights, see [About access rights for roles](/visma-net-erp/help/access-management/user-security/about-access-rights-for-roles/). Users with the role that has full access to the [Dashboards (SM208600)](/visma-net-erp/help/customisation/customisation-windows/dashboards-sm208600/) window can: + add and remove dashboards + set up access rights to dashboards for user roles + select a user role that will own a dashboard + change the locations of dashboards in the site map and + allow other users to modify dashboards. If you want a user, who has the ability to manage a dashboard page, to also be able to configure an original dashboard (meaning, they can make changes that all users with dashboard access can see), assign this user the role of dashboard owner. ## Access rights for configuring dashboards A dashboard can only be configured by a user assigned the role of the dashboard's owner. For both predefined dashboards and those created in earlier versions of Visma Net, the default owner role is the predefined role **DashboardDesigner**. The role of a dashboard owner can be specified and modified in the [Dashboards (SM208600)](/visma-net-erp/help/customisation/customisation-windows/dashboards-sm208600/) window. For more information, see: [Add a new dashboard page](/visma-net-erp/help/customisation/manage-dashboard-pages/add-a-new-dashboard-page/). A user with a dashboard owner role can design the dashboard from scratch: + add and delete widgets + arrange widgets and + modify widget properties. An owner of a dashboard has the ability to access the [Dashboards (SM208600)](/visma-net-erp/help/customisation/customisation-windows/dashboards-sm208600/) window. They can edit the dashboard properties, given that the owner role has been granted access to this window. ## Access rights for viewing dashboards You can manage the visibility of each dashboard based on user roles using the [Dashboards (SM208600)](/visma-net-erp/help/customisation/customisation-windows/dashboards-sm208600/) window. For more information, refer to: [Add a new dashboard page](/visma-net-erp/help/customisation/manage-dashboard-pages/add-a-new-dashboard-page/). Dashboards created by you or your colleagues can be found at any level of the site map. If a user lacks the necessary access rights to view a dashboard, it will not be visible to them in the user interface. For instance, if you create a dashboard and place it in the Inventory module at the same level as the workspaces, it will be visible to users with the appropriate access rights. For these users, the dashboard name will appear on the main menu alongside the workspace names. Users without the necessary access rights will not see this additional menu item. If a dashboard is located at a workspace level and a user without the necessary access rights attempts to view it, they will see a help topic related to the workspace instead of the dashboard. The widgets displayed to users who can view the dashboard depend on their access rights to the windows from which the widgets' source data is derived. If access to the window is denied for certain users, they will see a placeholder instead. For example, if you add the following widgets to the home page dashboard: Invoices to approve : , which derives data from the [Approve purchase invoices for payment (AP502000)](/visma-net-erp/help/supplier-ledger/supplier-ledger-windows/approve-purchase-invoices-for-payment-ap502000/) window, and Customer ledger balances : , which derives data from the [Supplier summary (AP401000)](/visma-net-erp/help/supplier-ledger/supplier-ledger-windows/supplier-summary-ap401000/) window. Users without access to the [Approve purchase invoices for payment (AP502000)](/visma-net-erp/help/supplier-ledger/supplier-ledger-windows/approve-purchase-invoices-for-payment-ap502000/) window will only see the **Customer ledger balances** widget upon logging into the system. They will not see the **Invoices to approve** widget on the dashboard. However, if these users have the necessary access rights to personalize dashboards (refer to the following section), they have the option to either delete the hidden widget or modify its properties. ## Access rights for personalising dashboards Users with dashboard access can also be granted the ability to personalise the dashboard, meaning they can configure and modify its widgets. To enable this feature, select the **Allow users to personalise** check box in the [Dashboards (SM208600)](/visma-net-erp/help/customisation/customisation-windows/dashboards-sm208600/) window. When users personalise a dashboard, they are actually working with a copy of the dashboard. This copy is automatically created by the system when a user starts modifying any widget on the dashboard. Users can reset their copies back to the original dashboard. Note that it is also possible to reset all user copies of the dashboard simultaneously. For more information, see: [About dashboard pages](/visma-net-erp/help/customisation/manage-dashboard-pages/about-dashboard-pages/).

Related pages

Tasks

Windows

 Add a new dashboard page /visma-net-erp/help/customisation/manage-dashboard-pages/add-a-new-dashboard-page section For more information on managing dashboard pages, see: About dashboard pages. 2026-02-19T17:09:06+01:00 # Add a new dashboard page For more information on managing dashboard pages, see: About dashboard pages. For more information: [About dashboard pages](/visma-net-erp/help/customisation/manage-dashboard-pages/about-dashboard-pages/). 1. Go to the [Dashboards (SM208600)](/visma-net-erp/help/customisation/customisation-windows/dashboards-sm208600/) window. 1. Click ![icon-add](/media/visma-net-erp/icon-add.png). 1. In the **Name** field, type the name of the new dashboard. It should be unique within the system, because it will be used as the ID of the dashboard. 1. Specify location of the dashboard page in one of the following ways: + In the **Sitemap location** field, select a node of the site map where the dashboard should be located. + Click **Add new node** to create a separate node in the site map for the dashboard. 1. Optional: In the **Owner role** field, select a user role to be an owner of the dashboard. 1. Optional: Select the **Allow users to personalise** check box if you want to permit other users who have access to the dashboard to create personal copies of the dashboard. 1. In the **Visible to** table, set up the access rights for the user roles to the dashboard by selecting or clearing the check box in the corresponding row. 1. Click ![icon-save](/media/visma-net-erp/icon-save.png). The dashboard page is added to the location you have specified.

Related pages

Concepts

Windows

 Configure dashboards /visma-net-erp/help/customisation/manage-dashboard-pages/configure-dashboards section 2026-02-19T17:09:06+01:00 # Configure dashboards Dashboards - overview /visma-net-erp/help/customisation/manage-dashboard-pages/configure-dashboards/dashboards-overview page With Visma Net dashboards, you can monitor 2026-02-19T17:09:06+01:00 # Dashboards - overview With Visma Net dashboards, you can monitor + current financial, + operational, and + organisational information, and analyse real-time trends that relate to their job. With the correct access rights, you can create personalised dashboards. These display the specific information you need, based on your role and responsibilities. Dashboards can display different types of information in various formats, depending on your preferences and the specific data you wish to view: + text, + charts, + graphs, + tables, These topics describe ways to configure and personalise dashboards in Visma Net. The Dashboard page /visma-net-erp/help/customisation/manage-dashboard-pages/configure-dashboards/the-dashboard-page page In Visma Net, a dashboard is a collection of widgets that is displayed on a dashboard page. 2026-02-19T17:09:06+01:00 # The Dashboard page In Visma Net, a dashboard is a collection of widgets that is displayed on a dashboard page. This topic provides information about the elements in this window in Visma Net, such as fields, field values, buttons, and check boxes. In Visma Net, a dashboard is a collection of widgets that is displayed on a dashboard page. A dashboard page contains buttons you click to invoke dashboard-specific actions, and widgets that aggregate information from other windows. ## The dashboard page title bar The dashboard page title bar includes standard and window-specific buttons.
Button Description
Design

Switches the dashboard between view mode and design mode.

  • In view mode, you can only view information on the dashboard and cannot edit it.
  • In design mode, you can edit the dashboard layout and add or modify widgets.

This button is visible to users who are assigned the Administrator role or a dashboard owner role, and to users who have created a personal copy of the dashboard by clicking Create user copy.

For details, see: About access rights to dashboards.
Edit layout This button appears only in the design mode an opens the Dashboard layouts dialogue box.
Properties

Opens the Dashboards (SM208600) window, where you can specify the properties of the dashboard.

The button is displayed only in design mode and only if you have access to the Dashboards (SM208600) window.
Reset to default

Replaces the settings of your copy of the dashboard with the settings of the original dashboard.

The button is displayed only in the design mode. The button is available only if you are not the dashboard owner and if you have modified the dashboard.
Create user copy

Creates your personal copy of the dashboard. After you have clicked this button, you can personalise the dashboard. Changes you make to the dashboard will be visible only for you.

The button is displayed only if your system administrator has allowed users to personalise the dashboard.
## The top part In the top part, you can select the values of any parameters, and the system will filter the data displayed in widgets by using these values. Data will be filtered on only those widgets that have the filter settings by the parameters. This section is displayed only if at least one active parameter has been specified in the dashboard settings. ## The dashboard layouts dialog box By using this dialog box, you can change the layout of the dashboard. You can invoke this dialog box by clicking **Edit layout** on the dashboard page title bar. The dialog box has the following elements:
Element Description
Layout variant The list of layouts that can be applied to the dashboard. You can select a layout variant that will organise information on your dashboard appropriately.
OK ( button) Saves the new layout and closes the dialog box.
Cancel ( button) Closes the dialog box without saving any data.
## The widget toolbar For the description of the widget toolbar, see: [The widget toolbar](/visma-net-erp/help/customisation/manage-dashboard-pages/configure-dashboards/the-widget-toolbar/). Parent topic: [Dashboard reference](/visma-net-erp/to-be-deleted/help/customisation/manage-dashboard-pages/configure-dashboards/about-dashboard-reference/)

Related pages

Concepts

 The widget toolbar /visma-net-erp/help/customisation/manage-dashboard-pages/configure-dashboards/the-widget-toolbar section The widget toolbar is located at the top of each widget. 2026-02-19T17:09:06+01:00 # The widget toolbar The widget toolbar is located at the top of each widget. The widget toolbar is located at the top of each widget. The actions that are available to you depend on the mode in which you are working with the dashboard (view or design) and on the widget type.
Mode Action
View mode
  • update the widget (this operation is available for all widget types) and
  • add a new entity (this operation is available for only the table widget).
Design mode
  • delete the widget and edit its properties:
You can switch to design mode only if you have the rights to modify the dashboard on which the widget is added—that is, only if you see the **Design** button on the dashboard toolbar. ## Standard widget toolbar buttons The widget toolbar includes only standard buttons. The following table provides descriptions of the standard buttons of the widget toolbar. |Button|Icon|Description| |---|---|---| |**Update**|![Icons_Refresh](/media/visma-net-erp/Icons_Refresh.png)|Updates the widget view.| |**Add row**|![Icons_Add_row](/media/visma-net-erp/Icons_Add_row.png)|Opens the appropriate entry form, so you can add a new record to the generic inquiry selected as the widget source. This button appears only for a table widget and only if the **Enable new record creation** check box is selected on the **Entry point** tab of the [Generic inquiry (SM208000)](/visma-net-erp/help/customisation/customisation-windows/generic-inquiry-sm208000/) window.| |**Edit**|![Icons_Form_Grid_Views](/media/visma-net-erp/Icons_Form_Grid_Views.png)|Opens the appropriate version of the **Widget properties** dialog box.| |**Delete**|![form_toolbar_buttons_Delete](/media/visma-net-erp/form_toolbar_buttons_Delete.png)|Deletes the widget from the dashboard.| Parent topic: [About dashboard reference](/visma-net-erp/to-be-deleted/help/customisation/manage-dashboard-pages/configure-dashboards/about-dashboard-reference/)

Related pages

Concepts

 About dashboard configuration /visma-net-erp/help/customisation/manage-dashboard-pages/configure-dashboards/about-dashboard-configuration page You can configure a dashboard to meet your needs if an administrator has given you sufficient access rights to the dashboard. 2026-02-19T17:09:06+01:00 # About dashboard configuration You can configure a dashboard to meet your needs if an administrator has given you sufficient access rights to the dashboard. You can configure a dashboard to meet your needs if an administrator has given you sufficient access rights to the dashboard. When you change the layout of a dashboard, a copy of it is created, so you configure your own copy of the dashboard. This topic provides information on configuring dashboards. ## Preliminary steps Before you modify a dashboard, plan how many widgets and which types you will add. We recommend that you add no more than seven to ten widgets to one dashboard. Otherwise, information on a dashboard may become hard to read for you. If you would like to see more widgets while keeping the dashboard readable, you can use a second monitor or divide widgets between multiple dashboards, based on the widget type or functional scope. ## Configuration steps The process of configuring a dashboard includes the following steps: 1. You open the dashboard that you want to configure. The way you open a dashboard depends on the dashboard location. For details on opening a dashboard page used as the home page or the workspace page, see: [Open a dashboard](/visma-net-erp/help/customisation/manage-dashboard-pages/configure-dashboards/open-a-dashboard/). If the needed dashboard is located elsewhere on the site map, you navigate there by using the menu and navigation pane. 1. You create your personal copy of the dashboard by clicking the **Create user copy** button on the title bar of the dashboard page. 1. You switch the dashboard to the design mode by clicking the **Design** button on the title bar of the dashboard page. 1. Optional: You add new widgets to the dashboard. For details, see the topic Addition of widgets to a dashboard below. 1. Optional: You remove widgets from the dashboard if you no longer need to have the information they display at hand. For details, see: [Arrange widgets on a dashboard](/visma-net-erp/help/customisation/manage-dashboard-pages/configure-dashboards/open-a-dashboard/arrange-widgets-on-a-dashboard/). 1. Optional: You edit the settings of a widget by clicking **Edit** in the widget toolbar to change its type or the data. For details, see the topic Addition of widgets to a dashboard below. 1. Optional: You select a dashboard layout template and place widgets on the dashboard for convenient viewing of information. For details, see: [Arrange widgets on a dashboard](/visma-net-erp/help/customisation/manage-dashboard-pages/configure-dashboards/open-a-dashboard/arrange-widgets-on-a-dashboard/). 1. Optional: If you don't want to preserve the changes you have made, you reset the dashboard by clicking **Reset to default** on the dashboard title bar to replace its widgets with the widgets from the original dashboard. ## Addition of widgets to a dashboard You can use widgets of different types on a dashboard. For more information on widget types, see:. See the following procedures for details on adding the supported types of widgets: + [Add a doughnut chart](/visma-net-erp/help/customisation/manage-dashboard-pages/configure-dashboards/open-a-dashboard/add-a-doughnut-chart/) + [Add a line chart](/visma-net-erp/help/customisation/manage-dashboard-pages/configure-dashboards/open-a-dashboard/add-a-line-chart/) + + [Add a stacked column chart](/visma-net-erp/help/customisation/manage-dashboard-pages/configure-dashboards/open-a-dashboard/add-a-stacked-column-chart/) + [Add a bar chart](/visma-net-erp/help/customisation/manage-dashboard-pages/configure-dashboards/open-a-dashboard/add-a-bar-chart/) + [Add a stacked bar chart](/visma-net-erp/help/customisation/manage-dashboard-pages/configure-dashboards/open-a-dashboard/add-a-stacked-bar-chart/) + [Add a funnel chart](/visma-net-erp/help/customisation/manage-dashboard-pages/configure-dashboards/open-a-dashboard/add-a-funnel-chart/) + [Add a data table widget](/visma-net-erp/help/customisation/manage-dashboard-pages/configure-dashboards/open-a-dashboard/add-a-data-table-widget/) + [Add an embedded page widget](/visma-net-erp/help/customisation/manage-dashboard-pages/configure-dashboards/open-a-dashboard/add-an-embedded-page-widget/) + [Add a Power BI tile widget](/visma-net-erp/help/customisation/manage-dashboard-pages/configure-dashboards/open-a-dashboard/add-a-power-bi-tile-widget/) + [Add a scorecard KPI widget](/visma-net-erp/help/customisation/manage-dashboard-pages/configure-dashboards/open-a-dashboard/add-a-scorecard-kpi-widget/) + [Add a trend card KPI widget](/visma-net-erp/help/customisation/manage-dashboard-pages/configure-dashboards/open-a-dashboard/add-a-trend-card-kpi-widget/) + ## Update of information on widgets You can refresh the information on a particular widget by clicking **Refresh** in the top left corner of a widget toolbar. ## Configuration of colours for chart widgets You can specify custom colours for series in chart widgets. Series can be displayed on the following types of chart widgets: line, column, stacked column, bar, and stacked bar. You may need to change the default colours of series, for example, to make the dashboard correspond to your corporate style. To specify the colours depending on the series values, you should use expressions in the **Colour** field of the **Chart settings** dialog box. For example: To make a chart element red if the series value is **USD** and blue if the series value is **EUR**, you would specify the following expression: `=Switch(Value = 'USD', '#FF0000', Value = 'EUR', '#0A26FF')`. About dashboards and widgets /visma-net-erp/help/customisation/manage-dashboard-pages/configure-dashboards/about-dashboards-and-widgets page In Visma Net, a dashboard is a collection of widgets that are displayed on a single page and are designed to give you needed information at a glance. 2026-02-19T17:09:06+01:00 # About dashboards and widgets In Visma Net, a dashboard is a collection of widgets that are displayed on a single page and are designed to give you needed information at a glance. In Visma Net, a **dashboard** is a collection of widgets that are displayed on a single page and are designed to give you needed information at a glance. A **widget** is a small component that delivers a particular type of information that you view or manage by using Visma Net. From the dashboard, you can click any widget to further explore the information it contains. The page that displays the collection of widgets is referred to as a **Dashboard page**. Dashboards may serve different purposes, and if you have appropriate permissions, you can create dashboards that display information from a variety of sources, including Visma Net inquiries and even external pages. If the source of the information shown on the dashboard is an Visma Net window, the data from the window can be displayed in various types of charts and tables, with the data filtered to meet the particular selection criteria according to your needs. In this topic, you can find information about the supported types of widgets. ## Types of widgets You can add the following types of widgets to the dashboards: Charts : Graphical representations of data from Visma Net windows. You can use charts of various types, such as bar charts and line charts. Data tables : Data from an Visma Net window arranged into rows and columns. Embedded pages : Documents or images that are stored on external resources, such as cloud storage, and should be displayed on an Visma Net dashboard. Power BI tiles : Charts, scorecards, and other analytical information that is represented on Power BI dashboards designed by your organization. Scorecard KPIs : Parameters that are important for the business processes of your organisation and that should be monitored on a daily basis. Trend card KPIs : Parameters whose dynamic change is important for business processes of your organisation. For more information on managing widgets, see: [About dashboard configuration](/visma-net-erp/help/customisation/manage-dashboard-pages/configure-dashboards/about-dashboard-configuration/) in the Visma Net User guide.

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 About chart widgets /visma-net-erp/help/customisation/manage-dashboard-pages/configure-dashboards/about-chart-widgets page You can use various types of charts, which are graphical representations of data, as widgets on dashboards. 2026-02-19T17:09:06+01:00 # About chart widgets You can use various types of charts, which are graphical representations of data, as widgets on dashboards. You can use various types of charts, which are graphical representations of data, as widgets on dashboards. If it is well designed, a chart can convey ideas, such as trends or comparisons, that might not be apparent if the data were shown in a table or presented as text. When you use a chart, be careful about its design because poor choices can yield a distorted picture of the data and the relationships it represents. Carefully select the chart type for the data you wish to display. Charts are most effective when the number of data points displayed gives the viewer a clear picture of the underlying information. Some charts, such as line charts, work well with numerous data points, while others, such as doughnut charts, better convey information if you use fewer data points. In Visma Net, you can add the following types of charts to your dashboards: ## The doughnut chart A doughnut chart is a circular chart (with a hole in the middle) divided into sectors or parts that illustrate proportion. This type of chart works best when you want to show how the parts relate to the whole at a fixed point in time. Although a doughnut chart is visually appealing, it is seldom the best chart to use when you want to compare the parts to one another. Also, a doughnut chart is not designed to show changes over time. With a doughnut chart, you can do the following: + Open the window used by this chart as the data source + Drill down to the details of a particular chart sector + Update the chart view + View the chart legend + Highlight particular sectors on the chart + Exclude particular sectors from the chart + View details of particular sectors on the chart If you have permissions to edit the dashboard, you can also: + Convert the chart to another chart type + Change the properties of the chart To define a doughnut chart, do the following: 1. Select the category—such as customer name, financial period, or cash account—that will be displayed as individual sectors on the doughnut. In the following doughnut chart, the **Customer name** is the category. 1. Select one measurable entity (such as total sales, beginning balance, or total payments) that will define the size of the sectors. The chart legend can be opened as a pop-up window or located on the widget near the chart. When you are viewing a chart legend, you can perform the following actions: + Point to the desired legend item to view its details on the chart. + Click a legend item to exclude the associated sector from the chart. The share of the excluded sector is then proportionally distributed among the remaining sectors on the chart. For a detailed description of how to add a doughnut chart, see: [Add a doughnut chart](/visma-net-erp/help/customisation/manage-dashboard-pages/configure-dashboards/open-a-dashboard/add-a-doughnut-chart/). ## The line chart A line chart is a type of chart that displays information as a series of data points connected by straight line segments. Line charts can be especially valuable when you want to plot some type of data over time, such as by financial period. With a line chart widget, you can do the following: + Open the window used by this chart as the data source + Drill down to the details of a particular line point + Update the chart view + View the details of the data points of the chart + Zoom in on particular segments of the chart (for details see: [Zoom in on and out of a chart region](/visma-net-erp/help/customisation/manage-dashboard-pages/configure-dashboards/open-a-dashboard/zoom-in-on-and-out-of-a-chart-region/) ) If you have permissions to edit the dashboard, you have the following additional capabilities: + Convert the chart to another chart type + Change the properties of the chart. To define a line chart, do the following: 1. Select one entity to provide the horizontal axis values, such as financial period. In the following line chart, the **Financial period** is displayed on the horizontal axis. 1. Select a measurable entity to provide the vertical axis values, such as total sales, pending balance, or beginning balance. In the following line chart, the **Salesperson sales** is the measurable entity. 1. Optional: Select an entity, such as branch or salesperson, to display its values as separate lines on the same chart (series). In the following line chart, the **Salesperson name** is the series. You can customize line colours for particular values. For a detailed description of how to add a line chart, see: [Add a line chart](/visma-net-erp/help/customisation/manage-dashboard-pages/configure-dashboards/open-a-dashboard/add-a-line-chart/). ## The column chart A column chart is a chart with bars whose lengths are proportional to the values they represent. Column charts are used for plotting data that has discrete values. They are generally a better choice than doughnut charts when you want to show how parts compare to one another, because it is easier for the viewer to estimate the relative column height than to assess the size of doughnut chart sectors. With a widget based on a column chart, you can do the following: + Open the window used by this chart as the data source + Drill down to the details of a particular column + Update the chart view + View details of chart columns + Zoom in on particular regions of the chart (for details see: [Zoom in on and out of a chart region](/visma-net-erp/help/customisation/manage-dashboard-pages/configure-dashboards/open-a-dashboard/zoom-in-on-and-out-of-a-chart-region/) ) If you have permissions to edit the dashboard, you have the following additional capabilities: + Convert the chart to another chart type + Change the properties of the chart To define a column chart, do the following: 1. Select one entity to provide the horizontal axis values, such as customer number, supplier number, financial period, or cash account. In the following column chart, the **Customer name** is the displayed on the horizontal axis. 1. Select a measurable entity to provide the vertical axis values, such as total sales, pending balance, or beginning balance. In the following column chart, the **Salesperson sales** is the measurable entity. 1. Optional: Select an entity, such as branch, to display its values as separate columns for each value on the horizontal axis (series). In the following column chart with series, the **Salesperson name** is the series. You can customise column colours for particular values. For a detailed description of how to add a column chart, see: [Add a column chart](/visma-net-erp/to-be-deleted/online-help/shared-files/dasboardswidgets/dw-add-column-char-task/). ## The stacked column chart A stacked column chart illustrates the relationship of the parts to the whole. The columns in a stacked column chart are divided into legend categories, and each column represents a total. With a widget of a stacked column chart, you can do the following: + Open the window used by this chart as the data source + Drill down to the details of a particular column sector + Update the chart view + View details of the chart columns + Zoom in on particular regions of the chart (for details see: [Zoom in on and out of a chart region](/visma-net-erp/help/customisation/manage-dashboard-pages/configure-dashboards/open-a-dashboard/zoom-in-on-and-out-of-a-chart-region/) ) If you have permissions to edit the dashboard, you have the following additional capabilities: + Convert the chart to another chart type + Change the properties of the chart To define a stacked column chart, do the following: 1. Select the entity to provide the horizontal axis values, such as financial period or account class. In the following stacked column chart, the **Financial period** is displayed on the horizontal axis. 1. Select a measurable entity, such as sales total, debit total, credit total, ending balance, or beginning balance. In the following stacked column chart, the **Invoiced items** is the measurable entity. 1. Select an entity, such as customer number, supplier number, currency ID, or account type, to be displayed as column sectors (series). In the following stacked column chart, the **Customer name** is the series. You can customise sector colours for particular values. For a detailed description of how to add a stacked column chart, see: [Add a stacked column chart](/visma-net-erp/help/customisation/manage-dashboard-pages/configure-dashboards/open-a-dashboard/add-a-stacked-column-chart/). ## The bar chart A bar chart is a chart with rectangular bars that are plotted horizontally and have lengths proportional to the values that they represent. Bar charts are used for clearly showing data that has discrete values. With a bar chart widget, you can do the following: + Open the window used by this chart as the data source + Drill down to the details of a particular bar + Update the chart view + View details of the chart bars + Zoom in on particular regions of the chart (for details see: [Zoom in on and out of a chart region](/visma-net-erp/help/customisation/manage-dashboard-pages/configure-dashboards/open-a-dashboard/zoom-in-on-and-out-of-a-chart-region/) ) If you have permissions to edit the dashboard, you have the following additional capabilities: + Convert the chart to another chart type + Change the properties of the chart To define a bar chart, do the following: 1. Select a measurable entity to provide the horizontal axis values, such as total sales, pending balance, or beginning balance. In the following bar chart, the **Salesperson sales** is the measurable entity. 1. Select one entity to provide the vertical axis values, such as customer number, supplier number, financial period, or cash account. In the following bar chart, the **Customer name** is the displayed on the vertical axis. 1. Optional: Select an entity, such as branch, to display its values as separate bars for each value on the vertical axis (series). For a detailed description of how to add a bar chart, see: [Add a bar chart](/visma-net-erp/help/customisation/manage-dashboard-pages/configure-dashboards/open-a-dashboard/add-a-bar-chart/). ## The stacked bar chart A stacked bar chart is an inverted stacked column chart in which the horizontal and vertical axes are reversed. A stacked bar chart also illustrates the relationship of the parts to the whole, and its bars are divided into legend categories, with each bar representing a total. With a widget of a stacked bar chart, you can do the following: + Open the window used by this chart as the data source + Drill down to the details of a particular bar sector + Update the chart view + View details of chart bars + Zoom in on particular regions of the chart (for details see: [Zoom in on and out of a chart region](/visma-net-erp/help/customisation/manage-dashboard-pages/configure-dashboards/open-a-dashboard/zoom-in-on-and-out-of-a-chart-region/) ) If you have permissions to edit the dashboard, you have the following additional capabilities: + Convert the chart to another chart type + Change the properties of the chart To define a stacked bar chart, do the following: 1. Select a measurable entity to provide the horizontal axis values, such as sales total, debit total, credit total, ending balance, or beginning balance. In the following stacked bar chart, the **Invoiced items** is the measurable entity. 1. Select the category for the vertical axis, such as financial period or account class. In the following stacked bar chart, the **Financial period** is displayed on the vertical axis. 1. Select an entity, such as customer number, supplier number, currency ID, or account type, to be displayed as bar sectors (series). For a detailed description of how to add a stacked bar chart, see: [Add a stacked bar chart](/visma-net-erp/help/customisation/manage-dashboard-pages/configure-dashboards/open-a-dashboard/add-a-stacked-bar-chart/). ## The funnel chart A funnel chart is a chart with no axes that shows sectors or slices of data in a funnel shape. Each slice represents a portion of the whole, or the slices may represent a process flow, with each slice (or part of the process) having data filtered out from the previous slice. For example: With a sales process, you could use a funnel chart, with each slice corresponding to a stage in the process and showing the amount of potential revenue. With a funnel chart widget, you can do the following: + Open the window used by this chart as the data source + Drill down to the details of a particular chart slice + Update the chart view + View the chart legend + Highlight particular slices on the chart + Exclude particular slices from the chart + View details of particular slices on the chart If you have permissions to edit the dashboard, you have the following additional capabilities: + Convert the chart to another chart type + Change the properties of the chart To define a funnel chart, do the following: 1. Select the category—such as customer name, financial period, or cash account—that will be displayed as individual slice of the funnel. In the following funnel chart, the **Customer name** is the category. 1. Select one measurable entity (such as total sales, beginning balance, or total payments) that will define the size of the slices. The chart legend can be opened as a pop-up window or located on the widget near the chart. When you are viewing a chart legend, you can perform the following actions: + Point to the desired legend item to view its details on the chart. + Click a legend item to exclude the associated slice from the chart. The share of the excluded slice is then proportionally distributed among the remaining slices on the chart. For a detailed description of how to add a funnel chart, see: [Add a funnel chart](/visma-net-erp/help/customisation/manage-dashboard-pages/configure-dashboards/open-a-dashboard/add-a-funnel-chart/). You can easily change the type of a particular chart without changing its properties, such as chart axis values or sort order, as long as the data requirements for both charts are equivalent. For example: You can create a line chart widget and later convert this widget to another chart type with just a couple of clicks. Parent topic: [Dashboards - overview](/visma-net-erp/help/customisation/manage-dashboard-pages/configure-dashboards/dashboards-overview/)

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 About data table widgets /visma-net-erp/help/customisation/manage-dashboard-pages/configure-dashboards/about-data-table-widgets page You can use tables as widgets on dashboards. 2026-02-19T17:09:06+01:00 # About data table widgets You can use tables as widgets on dashboards. You can use tables as widgets on dashboards. A table is an arrangement of numerical data in rows and columns; it is designed to show a set of related facts in a compact, comprehensive form. Although tables are not as eye-catching as charts, they are often the best way to help the viewer grasp key ideas about the data. A table is often a better choice than a chart when you want to show multiple types (columns) of data. When adding a table, you need to specify the following: + The inquiry form to provide data for the dashboard title for the table + The columns to be displayed on the dashboard The widget contains the standard toolbar, which is described in [The widget toolbar](/visma-net-erp/help/customisation/manage-dashboard-pages/configure-dashboards/the-widget-toolbar/). By using a table widget, you can do the following: + Open the window used by this table as the data source + Update the widget view + Drill down to the details of the rows in the table + Change the order of columns + Adjust the width of columns + Add new records to the generic inquiry that is used as a data source for the table widget When you open the source window used by the table or drill down to the details of the table rows, you can perform data navigation and processing actions that apply to the window. For the step-by-step procedure on how to add a table to a dashboard, see: [Add a data table widget](/visma-net-erp/help/customisation/manage-dashboard-pages/configure-dashboards/open-a-dashboard/add-a-data-table-widget/). Parent topic: [Dashboards - overview](/visma-net-erp/help/customisation/manage-dashboard-pages/configure-dashboards/dashboards-overview/)

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 About embedded page widgets /visma-net-erp/help/customisation/manage-dashboard-pages/configure-dashboards/about-embedded-page-widgets page You can embed a page from an external website as a widget on a dashboard. 2026-02-19T17:09:06+01:00 # About embedded page widgets You can embed a page from an external website as a widget on a dashboard. You can embed a page from an external website as a widget on a dashboard. You may want to display important information from external systems (for example, a currency rate or a document from external cloud storage) in Visma Net to provide yourself and your colleagues (if they also use the dashboard) with consolidated information on one page. When adding a page, you need to specify a link to the external page. Please note that a valid URL looks like this: You also have the option to add dashboard parameters to the link. By choosing to use the parameters, the system will add these to the source URL as query parameters. In this way the widget can be used to filter and customise the information displayed e.g. customer, project, and branch information. The following is an example: param1=param1Value¶m2=param2Value. The widget contains the standard toolbar, which is described in [The widget toolbar](/visma-net-erp/help/customisation/manage-dashboard-pages/configure-dashboards/the-widget-toolbar/). By using an embedded page widget, you can open the source web page and update the widget view. With some cloud storage providers, you can modify views of documents in the application where they are displayed. For the step-by-step procedure on how to add a web page to a dashboard, see: [Add an embedded page widget](/visma-net-erp/help/customisation/manage-dashboard-pages/configure-dashboards/open-a-dashboard/add-an-embedded-page-widget/).

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 About power BI tile widgets /visma-net-erp/help/customisation/manage-dashboard-pages/configure-dashboards/about-power-bi-tile-widgets page You can embed a Power BI tile on a dashboard. 2026-02-19T17:09:06+01:00 # About power BI tile widgets You can embed a Power BI tile on a dashboard. You can embed a Power BI tile on a dashboard. If you use Power BI tools for the monitoring and analysis of various data in your organization, you can display this information in Visma Net to provide yourself and your colleagues (if they also use the dashboard) with all necessary business indicators on one page. When embedding a Power BI tile as a widget on an Visma Net dashboard, you need to specify the parameters that your system administrator obtained after registering your Visma Net instance on Microsoft Azure; you also specify a Power BI dashboard and a Power BI tile from this dashboard. By using a Power BI tile widget, you can open the source Power BI dashboard and update the widget view. For the step-by-step procedure on how to add a Power BI tile to an Visma Net dashboard, see: [Add a Power BI tile widget](/visma-net-erp/help/customisation/manage-dashboard-pages/configure-dashboards/open-a-dashboard/add-a-power-bi-tile-widget/).

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 About scorecard KPI widgets /visma-net-erp/help/customisation/manage-dashboard-pages/configure-dashboards/about-scorecard-kpi-widgets page You can add a scorecard KPI (key performance indicator) widget to a dashboard. 2026-02-19T17:09:06+01:00 # About scorecard KPI widgets You can add a scorecard KPI (key performance indicator) widget to a dashboard. You can add a scorecard KPI (key performance indicator) widget to a dashboard. Scorecards are useful when you need to monitor single parameters that are critical for particular business processes in your organisation. For example: A scorecard can display the number of new support cases from customers. When adding a scorecard KPI widget to a dashboard, you have to specify the following: + The inquiry form to provide data for the dashboard + The field from the inquiry to be displayed on the dashboard + The threshold values for warnings and alarms + The colours for the widget background The widget contains the standard toolbar, which is described in: [The widget toolbar](/visma-net-erp/help/customisation/manage-dashboard-pages/configure-dashboards/the-widget-toolbar/). By using the scorecard KPI widget, you can open the form used as a data source by this widget and update the widget view. For the step-by-step procedure on how to add a scorecard KPI widget to a dashboard, see: [Add a scorecard KPI widget](/visma-net-erp/help/customisation/manage-dashboard-pages/configure-dashboards/open-a-dashboard/add-a-scorecard-kpi-widget/). [About dashboards and widgets](/visma-net-erp/help/customisation/manage-dashboard-pages/configure-dashboards/about-dashboards-and-widgets/)

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 About trend card KPI widgets /visma-net-erp/help/customisation/manage-dashboard-pages/configure-dashboards/about-trend-card-kpi-widgets page You can add a trend card KPI (key performance indicator) widget on a dashboard. 2026-02-19T17:09:06+01:00 # About trend card KPI widgets You can add a trend card KPI (key performance indicator) widget on a dashboard. You can add a trend card KPI (key performance indicator) widget on a dashboard. A trend card KPI widget is useful when you want to display a trend of metrics that change over time. For example: You can display the total sum of closed deals in the current month in comparison to the sum in the previous month and see if it increases or decreases. The trend card widget consists of the following parts: 1. An arrow that shows whether the trend is rising or falling 1. The trend card title 1. The absolute difference between the current KPI value and the previous one 1. The difference in the percent between the current KPI value and the previous one 1. The current KPI value The colour of the background indicates whether a trend is rising, falling, or flat. When adding a trend card KPI widget to a dashboard, you need to select the following: + The inquiry form to provide data for the dashboard + The field from the inquiry to be displayed on the dashboard + The timeline field from the inquiry to provide data about dates + The period for comparison The KPI values to be displayed on the trend card KPI widget are calculated based on the selected period, the aggregate function, and the current business date. For example, if you want to display the number of support cases and compare it with the number in the previous month on the trend card KPI widget, you specify the **Last month** value in the **Period** field and the **Count** value in the **Aggregate function** field. Suppose that the current business date is July 14, 2019. To find the current KPI value, the system counts the number of cases from July 1, 2019, to July 14, 2019. To find the difference, the system counts the number of cases in the previous calendar month (from June 1, 2019, to June 14, 2019) and calculates the difference between the current value and the previous one. Then the absolute difference, the difference expressed as a in percent, and the current number of cases are displayed on the widget. By using the trend card KPI widget, you can open the form used as a data source for this widget and update the widget view. For the step-by-step procedure on how to add a trend card KPI widget to a dashboard, see: [Add a trend card KPI widget](/visma-net-erp/help/customisation/manage-dashboard-pages/configure-dashboards/open-a-dashboard/add-a-trend-card-kpi-widget/).

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 Open a dashboard /visma-net-erp/help/customisation/manage-dashboard-pages/configure-dashboards/open-a-dashboard section The way you open a dashboard depends on the dashboard location. 2026-02-19T17:09:06+01:00 # Open a dashboard The way you open a dashboard depends on the dashboard location. The way you open a dashboard depends on the dashboard location. In this topic, you will find information about opening dashboards from specific locations. ## Open the home dashboard On the main menu, click the banner with the Visma Net logo. ## Open a workspace dashboard 1. On the main menu, select the workspace whose dashboard you want to view. 1. In the navigation pane, click the workspace name. If you have sufficient access rights, you can configure the dashboard as you need. Add a doughnut chart /visma-net-erp/help/customisation/manage-dashboard-pages/configure-dashboards/open-a-dashboard/add-a-doughnut-chart page You can add to a dashboard a doughnut chart widget based on an inquiry window of Visma Net. 2026-02-19T17:09:06+01:00 # Add a doughnut chart You can add to a dashboard a doughnut chart widget based on an inquiry window of Visma Net. ## Open the Add widget dialog box 1. On the dashboard title bar, click **Design** to switch to design mode. 1. In one of the place holders in the widgets area, click **Add a new widget** to open the **Add widget** dialog box. 1. In the list of widgets, click **Chart**, and then click **Next** to open the **Widget properties** dialog box. ## Specify the settings that are common for all chart types 1. In the **Inquiry screen** field, select the inquiry window that should provide the source data for the widget. 1. Optional: Click **Inquiry parameters** to change the default parameters for the selected inquiry. 1. Optional: In the **Shared filter to apply** field, select the shared filter that should be used to filter the data shown in the widget. 1. Optional: In the **Caption** field, type the name of the widget to be displayed on the dashboard. 1. Click **Configure** to open the **Chart settings** dialog box. 1. In the **Chart type** field, select **Doughnut**. 1. Optional: In the **Legend position** field, change the location of the legend on the widget. ## In the Categories section, do the following 1. In the **Legend** field, select a column from the source window whose values should be displayed as individual sectors on the doughnut. 1. Define the sorting of the values. In the **Sort by** fields, select the sequence to be sorted and the sorting order. 1. If you want to change the default maximum number of values (10) to be individually shown on the chart, specify the maximum number of values in the **Maximum number of values shown** field. (The system selects the largest values first.) 1. If you want to display the sum of the remaining values as a single element on the chart, select the **Show sum of other entries** check box. 1. Optional: If you have selected a date field in the **Legend** field, in the **Date rounding** field, select the part of the date field that will be shown on the widget. 1. In the **Format** field, specify the format of the numeric and date fields if it should differ from the original format. ## In the Values section, do the following 1. In the **Value** field, select the column from the source window to provide the values for the categories. 1. In the **Aggregation** field, select the aggregate function to be applied to the field selected in the **Value** field. 1. In the **Format** field, specify the format of the numeric and date fields if it should differ from the original format. 1. Click **OK** to save your changes and close the **Chart settings** dialog box. 1. In the **Widget properties** dialog box, click **Finish** to add the chart to the dashboard. Add a line chart /visma-net-erp/help/customisation/manage-dashboard-pages/configure-dashboards/open-a-dashboard/add-a-line-chart page You can add to a dashboard a line chart widget based on any inquiry window of Visma Net. 2026-02-19T17:09:06+01:00 # Add a line chart You can add to a dashboard a line chart widget based on any inquiry window of Visma Net. You can add to a dashboard a line chart widget based on any inquiry window of Visma Net. Once you have added and configured the line chart, you can zoom in on a region of it. ## Open the Add widget dialog box 1. On the dashboard title bar, click **Design** to switch to design mode. 1. In one of the place holders in the widgets area, click **Add a new widget** to open the **Add widget** dialog box. 1. In the list of widgets, click **Chart**, and then click **Next** to open the **Widget properties** dialog box. ## Specify the settings that are common for all chart types as follows 1. In the **Inquiry screen** field, select the inquiry window that should provide the source data for the widget. 1. Optional: Click **Inquiry parameters** to change the default parameters for the selected inquiry. 1. Optional: In the **Shared filter to apply** field, select the shared filter that should be used to filter the data shown in the widget. 1. Optional: In the **Caption** field, type the name of the widget to be displayed on the dashboard. 1. Click **Configure** to open the **Chart settings** dialog box. 1. In the **Chart type** field, select **Line**. 1. Optional: In the **Legend position** field, change the location of the legend on the widget. ## In the Categories section, do the following 1. In the **Legend** field, select the column from the source window to provide the values for the horizontal axis. 1. Define the sorting of the values. In the **Sort by** fields, select the sequence to be sorted and the sorting order. 1. If you want to change the default maximum number of values (10) to be individually shown on the chart, specify the maximum number of values in the **Maximum number of values shown** field. (The system selects the largest values first.) 1. If you want to display the sum of the remaining values as a single element on the chart, select the **Show sum of other entries** check box. 1. Optional: If you have selected a date field in the **Legend** field, in the **Date rounding** field, select the part of the date field that will be shown on the widget. 1. In the **Format** field, specify the format of the numeric and date fields if it should differ from the original format. ## Optional: In the Series section, do the following 1. In the **Legend** field, select the column from the source window whose values will be displayed as separate lines in the data area of the chart. 1. Define the sorting of the values. In the **Sort by** fields, select the sequence to be sorted and the sorting order. 1. If you want to change the default maximum number of values (10) to be individually shown on the chart, specify the maximum number of values in the **Maximum number of values shown** field. (The system selects the largest values first.) 1. If you want to display the sum of the remaining values as a single element on the chart, select the **Show sum of other entries** check box. 1. Optional: If you have selected a date field in the **Legend** field, in the **Date rounding** field, select the part of the date field that will be shown on the widget. 1. In the **Format** field, specify the format of the numeric and date fields if it should differ from the original format. 1. Optional: In the **Colour** field, specify the custom colours of chart elements for values defined in the **Series** section. Use expressions to specify a colour depending on a value. For example: To make a chart element red if a field value is **USD** and blue if a field value is **EUR**, specify the following expression: `=Switch(Value = 'USD', '#FF0000', Value = 'EUR', '#0A26FF')`. ## In the Values section, do the following 1. In the **Value** field, select the column from the source window to provide the values for the categories. 1. In the **Aggregation** field, select the aggregate function to be applied to the field selected in the **Value** field. 1. In the **Format** field, specify the format of the numeric and date fields if it should differ from the original format. 1. Click **OK** to save your changes and close the **Chart settings** dialog box. 1. In the **Widget properties** dialog box, click **Finish** to add the chart to the dashboard. ## Parent topic Add a stacked column chart /visma-net-erp/help/customisation/manage-dashboard-pages/configure-dashboards/open-a-dashboard/add-a-stacked-column-chart page You can add to a dashboard a widget of a stacked column chart, which can be based on any inquiry window of Visma Net. 2026-02-19T17:09:06+01:00 # Add a stacked column chart You can add to a dashboard a widget of a stacked column chart, which can be based on any inquiry window of Visma Net. ## Open the Add widget dialog box 1. On the dashboard title bar, click **Design** to switch to design mode. 1. In one of the place holders in the widgets area, click **Add a new widget** to open the **Add widget** dialog box. 1. In the list of widgets, click **Chart**, and then click **Next** to open the **Widget properties** dialog box. ## Specify the settings that are common for all chart types as follows 1. In the **Inquiry screen** field, select the inquiry window that should provide the source data for the widget. 1. Optional: Click **Inquiry parameters** to change the default parameters for the selected inquiry. 1. Optional: In the **Shared filter to apply** field, select the shared filter that should be used to filter the data shown in the widget. 1. Optional: In the **Caption** field, type the name of the widget to be displayed on the dashboard. 1. Click **Configure** to open the **Chart settings** dialog box. 1. In the **Chart type** field, select **Stacked column**. 1. Optional: In the **Legend position** field, change the location of the legend on the widget. ## In the Categories section, do the following 1. In the **Legend** field, select a column from the source window to provide the values for the horizontal axis. 1. Define the sorting of the values. In the **Sort by** fields, select the sequence to be sorted and the sorting order. 1. If you want to change the default maximum number of values (10) to be individually shown on the chart, specify the maximum number of values in the **Maximum number of values shown** field. (The system selects the largest values first.) 1. If you want to display the sum of the remaining values as a single element on the chart, select the **Show sum of other entries** check box. 1. Optional: If you have selected a date field in the **Legend** field, in the **Date rounding** field, select the part of the date field that will be shown on the widget. 1. In the **Format** field, specify the format of the numeric and date fields if it should differ from the original format. ## Optional: In the Series section, do the following 1. In the **Legend** field, select the column from the source window whose values will be displayed as separate lines in the data area of the chart. 1. Define the sorting of the values. In the **Sort by** fields, select the sequence to be sorted and the sorting order. 1. If you want to change the default maximum number of values (10) to be individually shown on the chart, specify the maximum number of values in the **Maximum number of values shown** field. (The system selects the largest values first.) 1. If you want to display the sum of the remaining values as a single element on the chart, select the **Show sum of other entries** check box. 1. Optional: If you have selected a date field in the **Legend** field, in the **Date rounding** field, select the part of the date field that will be shown on the widget. 1. In the **Format** field, specify the format of the numeric and date fields if it should differ from the original format. 1. Optional: In the **Colour** field, specify the custom colours of chart elements for values defined in the **Series** section. Use expressions to specify a colour depending on a value. For example: To make a chart element red if a field value is **USD** and blue if a field value is **EUR**, specify the following expression: `=Switch(Value = 'USD', '#FF0000', Value = 'EUR', '#0A26FF')`. ## In the Values section, do the following 1. In the **Value** field, select the column from the source window to provide the values for the categories. 1. In the **Aggregation** field, select the aggregate function to be applied to the field selected in the **Value** field. 1. In the **Format** field, specify the format of the numeric and date fields if it should differ from the original format. 1. Click **OK** to save your changes and close the **Chart settings** dialog box. 1. In the **Widget properties** dialog box, click **Finish** to add the chart to the dashboard. Add a bar chart /visma-net-erp/help/customisation/manage-dashboard-pages/configure-dashboards/open-a-dashboard/add-a-bar-chart page You can add to a dashboard a bar chart widget based on any inquiry window of Visma Net. 2026-02-19T17:09:06+01:00 # Add a bar chart You can add to a dashboard a bar chart widget based on any inquiry window of Visma Net. ## Open the Add widget dialog box 1. On the dashboard title bar, click **Design** to switch to design mode. 1. In one of the place holders in the widgets area, click **Add a new widget** to open the **Add widget** dialog box. 1. In the list of widgets, click **Chart**, and then click **Next** to open the **Widget properties** dialog box. For a detailed description of the **Widget properties** dialog box for charts, see: [Add widget dialog box for chart widgets](/visma-net-erp/getting-started/widget-dialog-boxes/add-widget-dialog-box-for-chart-widgets/). ## Specify the settings that are common for all chart types as follows 1. In the **Inquiry screen** field, select the inquiry window that should provide the source data for the widget. 1. Optional: Click **Inquiry parameters** to change the default parameters for the selected inquiry. 1. Optional: In the **Shared filter to apply** field, select the shared filter that should be used to filter the data shown in the widget. 1. Optional: In the **Caption** field, type the name of the widget to be displayed on the dashboard. 1. Click **Configure** to open the **Chart settings** dialog box. 1. In the **Chart type** field, select **Bar**. 1. Optional: In the **Legend position** field, change the location of the legend on the widget. ## In the Categories section, do the following 1. In the **Value** field, select a column from the source window to be displayed on the horizontal axis and used as a source for the data area. 1. In the **Aggregation** field, select the aggregate function to be applied to the field selected in the **Value** field. 1. In the **Format** field, specify the format of the numeric and date fields if it should differ from the original format. 1. Click **OK** to save your changes and close the **Chart settings** dialog box. 1. In the **Widget properties** dialog box, click **Finish** to add the chart to the dashboard. 1. In the **Legend** field, select a column from the source window to provide the values for the vertical axis. 1. Define the sorting of the values. In the **Sort by** fields, select the sequence to be sorted and the sorting order. 1. If you want to change the default maximum number of values (10) to be individually shown on the chart, specify the maximum number of values in the **Maximum number of values shown** field. (The system selects the largest values first.) 1. If you want to display the sum of the remaining values as a single element on the chart, select the **Show sum of other entries** check box. 1. Optional: If you have selected a date field in the **Legend** field, in the **Date rounding** field, select the part of the date field that will be shown on the widget. 1. In the **Format** field, specify the format of the numeric and date fields if it should differ from the original format. ## Optional: In the Series section, do the following 1. In the **Legend** field, select the column from the source window whose values will be displayed as separate lines in the data area of the chart. 1. Define the sorting of the values. In the **Sort by** fields, select the sequence to be sorted and the sorting order. 1. If you want to change the default maximum number of values (10) to be individually shown on the chart, specify the maximum number of values in the **Maximum number of values shown** field. (The system selects the largest values first.) 1. If you want to display the sum of the remaining values as a single element on the chart, select the **Show sum of other entries** check box. 1. Optional: If you have selected a date field in the **Legend** field, in the **Date rounding** field, select the part of the date field that will be shown on the widget. 1. In the **Format** field, specify the format of the numeric and date fields if it should differ from the original format. 1. Optional: In the **Colour** field, specify the custom colours of chart elements for values defined in the **Series** section. Use expressions to specify a colour depending on a value. For example: To make a chart element red if a field value is **USD** and blue if a field value is **EUR**, specify the following expression: `=Switch(Value = 'USD', '#FF0000', Value = 'EUR', '#0A26FF')`. ## In the Values section, do the following 1. In the **Value** field, select the column from the source window to provide the values for the categories. 1. In the **Aggregation** field, select the aggregate function to be applied to the field selected in the **Value** field. 1. In the **Format** field, specify the format of the numeric and date fields if it should differ from the original format. 1. Click **OK** to save your changes and close the **Chart settings** dialog box. 1. In the **Widget properties** dialog box, click **Finish** to add the chart to the dashboard. Add a stacked bar chart /visma-net-erp/help/customisation/manage-dashboard-pages/configure-dashboards/open-a-dashboard/add-a-stacked-bar-chart page You can add to a dashboard a widget of a stacked bar chart that is based on any inquiry window of Visma Net.. 2026-02-19T17:09:06+01:00 # Add a stacked bar chart You can add to a dashboard a widget of a stacked bar chart that is based on any inquiry window of Visma Net.. This topic describes how you add a stacked bar chart to a dashboard. ## Open the Add widget dialog box 1. On the dashboard title bar, click **Design** to switch to design mode. 1. In one of the place holders in the widgets area, click **Add a new widget** to open the **Add widget** dialog box. 1. In the list of widgets, click **Chart**, and then click **Next** to open the **Widget properties** dialog box. ## Specify the settings that are common for all chart types as follows 1. In the **Inquiry screen** field, select the inquiry window that should provide the source data for the widget. 1. Optional: Click **Inquiry parameters** to change the default parameters for the selected inquiry. 1. Optional: In the **Shared filter to apply** field, select the shared filter that should be used to filter the data shown in the widget. 1. Optional: In the **Caption** field, type the name of the widget to be displayed on the dashboard. 1. Click **Configure** to open the **Chart settings** dialog box. 1. In the **Chart type** field, select **Stacked bar**. 1. Optional: In the **Legend position** field, change location of the legend on the widget. ## In the Categories section, do the following 1. In the **Legend** field, select a column from the source window to provide the values for the vertical axis. 1. Define the sorting of the values. In the **Sort by** fields, select the sequence to be sorted and the sorting order. 1. If you want to change the default maximum number of values (10) to be individually shown on the chart, specify the maximum number of values in the **Maximum number of values shown** field. (The system selects the largest values first.) 1. If you want to display the sum of the remaining values as a single element on the chart, select the **Show sum of other entries** check box. 1. Optional: If you have selected a date field in the **Legend** field, in the **Date rounding** field, select the part of the date field that will be shown on the widget. 1. In the **Format** field, specify the format of the numeric and date fields if it should differ from the original format. ## Optional: In the Series section, do the following 1. In the **Legend** field, select the column from the source window whose values will be displayed as separate lines in the data area of the chart. 1. Define the sorting of the values. In the **Sort by** fields, select the sequence to be sorted and the sorting order. 1. If you want to change the default maximum number of values (10) to be individually shown on the chart, specify the maximum number of values in the **Maximum number of values shown** field. (The system selects the largest values first.) 1. If you want to display the sum of the remaining values as a single element on the chart, select the **Show sum of other entries** check box. 1. Optional: If you have selected a date field in the **Legend** field, in the **Date rounding** field, select the part of the date field that will be shown on the widget. 1. In the **Format** field, specify the format of the numeric and date fields if it should differ from the original format. 1. Optional: In the **Colour** field, specify the custom colours of chart elements for values defined in the **Series** section. Use expressions to specify a colour depending on a value. For example: To make a chart element red if a field value is **USD** and blue if a field value is **EUR**, specify the following expression: `=Switch(Value = 'USD', '#FF0000', Value = 'EUR', '#0A26FF')`. ## In the Values section, do the following 1. In the **Value** field, select the column from the source window to provide the values for the categories. 1. In the **Aggregation** field, select the aggregate function to be applied to the field selected in the **Value** field. 1. In the **Format** field, specify the format of the numeric and date fields if it should differ from the original format. 1. Click **OK** to save your changes and close the **Chart settings** dialog box. 1. In the **Widget properties** dialog box, click **Finish** to add the chart to the dashboard. Add a funnel chart /visma-net-erp/help/customisation/manage-dashboard-pages/configure-dashboards/open-a-dashboard/add-a-funnel-chart page You can add to a dashboard a funnel chart widget based on any inquiry window of Visma Net. 2026-02-19T17:09:06+01:00 # Add a funnel chart You can add to a dashboard a funnel chart widget based on any inquiry window of Visma Net. You can add to a dashboard a funnel chart widget based on any inquiry window of Visma Net. ## Open the Add widget dialog box 1. On the dashboard title bar, click **Design** to switch to design mode. 1. In one of the place holders in the widgets area, click **Add a new widget** to open the **Add widget** dialog box. 1. In the list of widgets, click **Chart**, and then click **Next** to open the **Widget properties** dialog box. ## Specify the settings that are common for all chart types as follows 1. In the **Inquiry screen** field, select the inquiry window that should provide the source data for the widget. 1. Optional: Click **Inquiry parameters** to change the default parameters for the selected inquiry. 1. Optional: In the **Shared filter to apply** field, select the shared filter that should be used to filter the data shown in the widget. 1. Optional: In the **Caption** field, type the name of the widget to be displayed on the dashboard. 1. Click **Configure** to open the **Chart settings** dialog box. 1. In the **Chart type** field, select **Funnel**. 1. Optional: In the **Legend position** field, change the location of the legend on the widget. ## In the Categories section, do the following 1. In the **Legend** field, select a column from the source window to be displayed as individual slices in the funnel. 1. Define the sorting of the values. In the **Sort by** fields, select the sequence to be sorted and the sorting order. 1. If you want to change the default maximum number of values (10) to be individually shown on the chart, specify the maximum number of values in the **Maximum number of values shown** field. (The system selects the largest values first.) 1. If you want to display the sum of the remaining values as a single element on the chart, select the **Show sum of other entries** check box. 1. Optional: If you have selected a date field in the **Legend** field, in the **Date rounding** field, select the part of the date field that will be shown on the widget. 1. In the **Format** field, specify the format of the numeric and date fields if it should differ from the original format. ## In the Values section, do the following 1. In the **Value** field, select the column from the source window to provide the values for the categories. 1. In the **Aggregation** field, select the aggregate function to be applied to the field selected in the **Value** field. 1. In the **Format** field, specify the format of the numeric and date fields if it should differ from the original format. 1. Click **OK** to save your changes and close the **Chart settings** dialog box. 1. In the **Widget properties** dialog box, click **Finish** to add the chart to the dashboard. **Parent topic:** [Configure dashboards - overview](/visma-net-erp/to-be-deleted/online-help/shared-files/dw-configure-dashboards-con/) Add a data table widget /visma-net-erp/help/customisation/manage-dashboard-pages/configure-dashboards/open-a-dashboard/add-a-data-table-widget page You can add to a dashboard a data table widget based on any inquiry window of Visma Net. 2026-02-19T17:09:06+01:00 # Add a data table widget You can add to a dashboard a data table widget based on any inquiry window of Visma Net. You can add to a dashboard a data table widget based on any inquiry window of Visma Net. For more information on table widgets, see: About dashboards. This topic describes the process of adding a data table widget to a dashboard. 1. Open the **Add widget** dialog box as follows: 1. Open the dashboard where you want to add a widget. 1. In the dashboard title bar, click **Design** to switch to design mode. 1. In one of the place holders in the widgets area, click **Add a new widget** to open the **Add widget** dialog box. 1. In the **Inquiry screen** field, select the inquiry window that will provide the source data for the widget. 1. Optional: Click **Inquiry parameters** to change the default parameters for the selected inquiry. 1. Optional: In the **Shared filter to apply** field, select the shared filter that will be used to filter the data shown in the widget. 1. Optional: Set up the height of the widget and the number of records to be displayed on the widget as follows: + If you want to display a certain number of records on the widget, select the **Automatically adjust height** check box, and in the **Record limit** field, specify the number of records or leave the default value. With these settings, the widget height will be adjusted automatically by the system according to the number of records specified in the **Record limit** field. (You cannot adjust the widget height manually.) + If the widget size is more important to you than the particular number of records on the widget, you need to make sure that the **Automatically adjust height** check box is cleared, and adjust the widget height manually. The system will limit the number of records automatically according to the widget height. 1. Click **Column settings** to open the **Column settings** dialog box. 1. In the **Column settings** dialog box, configure the list of columns that should be displayed on the widget as follows, and then click **OK**: + To remove a column from the list of selected columns, double-click the column name in the **Selected columns** list. The column name is moved to the **Available columns** list. + To add a column to the list of selected columns, double-click the column name in the **Available columns** list. The column name is moved to the **Selected columns** list. + To arrange the order of columns in the **Selected columns** list, select the column name that should be moved to another place and click Move up or Move down. 1. Optional: In the **Caption** field, type the name of the widget to be displayed on the dashboard. 1. In the **Widget properties** dialog box, click **Finish** to add the table widget to the dashboard. Add an embedded page widget /visma-net-erp/help/customisation/manage-dashboard-pages/configure-dashboards/open-a-dashboard/add-an-embedded-page-widget page You can add to a dashboard a widget with a page from an external website. 2026-02-19T17:09:06+01:00 # Add an embedded page widget You can add to a dashboard a widget with a page from an external website. You can add to a dashboard a widget with a page from an external website. ## Add an embedded page to a dashboard 1. Open the **Add widget** dialog box as follows: 1. Open the dashboard where you want to add a widget. 1. In the dashboard title bar, click **Design** to switch to design mode. 1. In one of the place holders in the widgets area, click **Add a new widget** to open the **Add a widget** dialog box. 1. In the list of widgets, click **Embedded page**, and then click **Next** to open the **Widget properties** dialog box. 1. In the **Source** field, type the URL of the web page that should be displayed on the dashboard. 1. Optional: Select the **Use dashboard parameters** check box to use dashboard parameters in the URL, and display filtered information from the source. 1. If the check box is selected, the system will display the read-only field **Preview parameters**, where you will see a preview of a parameter in the format: ProjectId=[ProjectId]. The system will later replace the parameter name with the specific dynamic value for that parameter. 1. **Note**: For each widget you want to configure to include parameters on the external link, you need to: 1. select the check box **Use dashboard parameters** in the Widget properties dialog box, 1. for the relevant parameter(s), select the check box **Use in widget Embedded page** on the **Dashboards page (SM208600)**, to allow its use in an Embedded page widget. 1. Optional: In the **Caption** field, type the name of the widget to be displayed on the dashboard. 1. Click **Finish** to add the embedded page widget to the dashboard. Add a Power BI tile widget /visma-net-erp/help/customisation/manage-dashboard-pages/configure-dashboards/open-a-dashboard/add-a-power-bi-tile-widget page You can add to a dashboard a widget with a Power BI tile. 2026-02-19T17:09:06+01:00 # Add a Power BI tile widget You can add to a dashboard a widget with a Power BI tile. You can add to a dashboard a widget with a Power BI tile. This topic describes how you add a Power BI tile widget to a dashboard in Visma Net. ## Before you begin Before adding a Power BI tile widget on a dashboard, ask your administrator for the client ID and client secret that he or she received after registering your Visma Net instance on Microsoft Azure for Power BI. ## Add a Power BI tile widget 1. Open the **Add widget** dialog box as follows: 1. Open the dashboard where you want to add a widget. 1. In the dashboard title bar, click **Design** to switch to design mode. 1. In one of the place holders in the widgets area, click **Add a new widget** to open the **Add widget** dialog box. 1. In the list of widgets, click **Power BI tile**, and then click **Next** to open the **Widget properties** dialog box. 1. In the **Client ID** field, paste the client ID that your system administrator has provided. 1. In the **Client secret** field, paste the client secret that your system administrator has provided. 1. Click **Sign in** to log in to the Microsoft Power BI website. After the successful login, you will be automatically redirected to Visma Net. Notice that the **Dashboard** and **Tile** fields appear in the **Widget properties** dialog box. 1. In the **Dashboard** field, select the Power BI dashboard with the tile that you want to embed in the Visma Net dashboard. 1. In the **Tile** field, select the Power BI tile that you want to embed in the Visma Net dashboard. 1. Optional: In the **Caption** field, type the name of the widget to be displayed on the dashboard. 1. Click **Finish** to add the Power BI tile widget to the dashboard. Add a scorecard KPI widget /visma-net-erp/help/customisation/manage-dashboard-pages/configure-dashboards/open-a-dashboard/add-a-scorecard-kpi-widget page You can add to a dashboard a scorecard KPI (Key Performance Indicator) widget based on any inquiry window of Visma Net. 2026-02-19T17:09:06+01:00 # Add a scorecard KPI widget You can add to a dashboard a scorecard KPI (Key Performance Indicator) widget based on any inquiry window of Visma Net. You can add to a dashboard a scorecard KPI (Key Performance Indicator) widget based on any inquiry window of Visma Net. 1. Open the **Add widget** dialog box as follows: 1. Open the dashboard where you want to add a widget. 1. In the dashboard title bar, click **Design** to switch to design mode. 1. In one of the place holders in the widgets area, click **Add a new widget** to open the **Add widget** dialog box. 1. In the list of widgets, click **Scorecard KPI**, and then click **Next** to open the **Widget properties** dialog box. 1. In the **Inquiry screen** field, select the inquiry window to provide the source data for the widget. 1. Optional: Click **Inquiry parameters** to change the default parameters for the selected inquiry. 1. Optional: In the **Shared filter to apply** field, select the shared filter that will be used to filter the data shown in the widget. 1. Optional: In the **Scorecard title** field, type the caption of the scorecard parameter to be displayed in the scorecard area. 1. In the **Field to aggregate** field, select the field from the selected inquiry window to be displayed on the widget. 1. In the **Aggregate function** field, select the function to aggregate the values of the selected inquiry field on the widget. 1. Specify the alarm settings for the widget as follows: 1. In the **Normal level** field, specify the normal threshold of an aggregated field value. 1. In the **Alarm level** field, specify the alarm threshold of an aggregated field value. An employee of your company who monitors the dashboard should pay attention to the parameter if it is close to or greater than this threshold. 1. In the **Normal colour** field, select the colour of the widget background to be used when the aggregate value of the field selected in the **Field to aggregate** field is less than or equal to the value specified in the **Normal level** field. 1. In the **Warning colour** field, select the colour of the widget background to be used when the aggregate value of the field selected in the **Field to aggregate** field is between the values specified in the **Normal level** and **Alarm level** fields. 1. In the **Alarm colour** field, select the colour of the widget background to be used when the aggregate value of the field selected in the **Field to aggregate** field is equal to or greater than the value specified in the **Alarm level** field. 1. If you want to manually specify the font size to be used on the widget, make sure that the **Automatically adjust font size** check box is cleared, and in the **Font size** field, specify the font size. Otherwise, the font size will be adjusted automatically by the system. 1. Optional: In the **Caption** field, type the name of the widget to be displayed on the dashboard. 1. Click **Finish** to add the scorecard KPI widget to the dashboard. Add a trend card KPI widget /visma-net-erp/help/customisation/manage-dashboard-pages/configure-dashboards/open-a-dashboard/add-a-trend-card-kpi-widget page You can add to a dashboard a trend card KPI (Key Performance Indicator) widget based on any inquiry window of Visma Net. 2026-02-19T17:09:06+01:00 # Add a trend card KPI widget You can add to a dashboard a trend card KPI (Key Performance Indicator) widget based on any inquiry window of Visma Net. You can add to a dashboard a trend card KPI (Key Performance Indicator) widget based on any inquiry window of Visma Net. For details on trend card KPI widgets, see:. 1. Open the **Add widget** dialog box as follows: 1. Open the dashboard where you want to add a widget. 1. On the dashboard title bar, click **Design** to switch to design mode. 1. In one of the place holders in the widgets area, click **Add a new widget** to open the **Add widget** dialog box. 1. In the list of widgets, click **Trend card KPI**, and then click **Next** to open the **Widget properties** dialog box. 1. In the **Inquiry screen** field, select the inquiry window to provide the source data for the widget. 1. Optional: Click **Inquiry parameters** to change the default parameters for the selected inquiry. 1. Optional: In the **Shared filter to apply** field, select the shared filter that should be used to filter the data shown in the widget. 1. Optional: In the **Trend card title** field, type the name of the trend card parameter to be displayed in the trend card area. 1. In the **Field to aggregate** field, select the field from the selected inquiry window to be used for calculating the values that will be displayed on the widget. 1. In the **Aggregate function** field, select the function to aggregate the values of the selected inquiry field on the widget. 1. Specify the highlighting settings for the widget as follows: 1. In the **Time-line field** field, select the field of the date type from the selected inquiry window to be used for counting trends. 1. In the **Period** field, select the time period with which the comparison of the selected field is performed. 1. In the **Rising trend colour** field, select the colour values. 1. In the **Rising trend colour** field, select the colour of the widget background to be used when the aggregate value of the field selected in the **Field to aggregate** field rises in comparison to the period selected in the **Period** field. 1. In the **Flat trend colour** field, select the colour of the widget background to be used when the aggregate value of the field selected in the **Field to aggregate** field stays the same in comparison to the period selected in the **Period** field. 1. In the **Falling trend colour** field, select the colour of the widget background to be used when the aggregate value of the field selected in the **Field to aggregate** field decreases in comparison to the period selected in the **Period** field. 1. If you want to manually specify the font size to be used on the widget, make sure that the **Automatically adjust font size** check box is cleared, and in the **Font size** field, specify the font size. Otherwise, the font size will be adjusted automatically by the system. 1. Optional: In the **Caption** field, type the name of the widget to be displayed on the dashboard. 1. Click **Finish** to add the trend card KPI widget to the dashboard. Arrange widgets on a dashboard /visma-net-erp/help/customisation/manage-dashboard-pages/configure-dashboards/open-a-dashboard/arrange-widgets-on-a-dashboard section You can change the layout of a dashboard in a number of ways, as outlined in this topic. 2026-02-19T17:09:06+01:00 # Arrange widgets on a dashboard You can change the layout of a dashboard in a number of ways, as outlined in this topic. You can change the layout of a dashboard in a number of ways, as outlined in this topic. ## Change the layout of a dashboard Click **Edit layout** on the title bar of the dashboard window to change the dashboard layout template. ## Change the position of a widget Drag the widget by its title bar to move it to the needed location on the dashboard. ## Resize a widget Drag any of the corners or borders of the widget to resize it as you want. ## Remove a widget from a dashboard 1. Open the dashboard whose widget you want to remove. 1. In the widget toolbar, click ![icon-delete](/media/visma-net-erp/icon-delete.png) (the **Remove** button). Zoom in on and out of a chart region /visma-net-erp/help/customisation/manage-dashboard-pages/configure-dashboards/open-a-dashboard/zoom-in-on-and-out-of-a-chart-region page On a chart of any type, except doughnut and funnel charts, you can zoom in and out of any region: 2026-02-19T17:09:06+01:00 # Zoom in on and out of a chart region On a chart of any type, except doughnut and funnel charts, you can zoom in and out of any region: + To zoom in of a chart region, drag the mouse pointer to create a selection around the area where you want to zoom in. + To zoom out to the left of the chart title, click **Refresh**. Parent topic: [Dashboards - overview](/visma-net-erp/help/customisation/manage-dashboard-pages/configure-dashboards/dashboards-overview/) Customisation windows /visma-net-erp/help/customisation/customisation-windows section On the menu of Visma Net, the windows are grouped into workspace items on the left hand side of the screen. 2026-02-19T17:09:06+01:00 # Customisation windows On the menu of Visma Net, the windows are grouped into workspace items on the left hand side of the screen. Each item contains a workspace with tiles and categories. ## List of windows [Generic inquiry (SM208000)](/visma-net-erp/help/customisation/customisation-windows/generic-inquiry-sm208000/) [Lists as entry points (SM208500)](/visma-net-erp/help/customisation/customisation-windows/lists-as-entry-points-sm208500/) [Pivot tables (SM208010)](/visma-net-erp/help/customisation/customisation-windows/pivot-tables-sm208010/) [Dashboards (SM208600)](/visma-net-erp/help/customisation/customisation-windows/dashboards-sm208600/) [Filters (CS209010)](/visma-net-erp/help/customisation/customisation-windows/filters-cs209010/) Dashboards (SM208600) /visma-net-erp/help/customisation/customisation-windows/dashboards-sm208600 page You use this window to create and delete dashboards, and to manage dashboard properties. 2026-02-19T17:09:06+01:00 # Dashboards (SM208600) You use this window to create and delete dashboards, and to manage dashboard properties. This topic provides information about the elements in this window in Visma Net, such as fields, field values, buttons, and check boxes. Youcan specify the location of a dashboard in the site map and provide access rights to thedashboard.From this window, you can also view a dashboard settings. For more information on setting up dashboards,see: [About dashboard pages](/visma-net-erp/help/customisation/manage-dashboard-pages/about-dashboard-pages/). ## The window toolbar
Button Description
View

Displays the dashboard selected on the window.

This button becomes availablewhen you select an existing dashboard or after you save a newdashboard.
Reset all user copies

Overrides all user copies of the dashboard and gives them the originaldashboard settings.

This button becomes available when you select an existingdashboard that was created manually or after you save a new dashboard.
## The top part You can use this area to create a new dashboard or to select an existing dashboard to viewor edit its details.
Element Description
Dashboard ID The unique ID of the dashboard.For a new dashboard, leave this fieldblank; once the dashboard is saved, the system will insert its name into this field toserve as the ID.
Name Required.The name of the dashboard.For a new dashboard, type a name thatdescribes the data that is shown on this dashboard.
Location in the menu The position in the sitemap where the dashboard will be displayed.
Add new node

A button that opens the Add new dashboard node dialog box,where you can create a node in the sitemap for the dashboard.

This button becomesavailable after you type the name of a new dashboard or select an existingdashboard.
Owner role

Required.The user role that owns the dashboard.A user with this roleassigned can design and delete the dashboard, and edit its settings.

If you will configure the dashboard that you are creating, you should select an owner role that you are assigned to. Otherwise, you will be working with your personal copy of the dashboard, and other users will not see any widgets that you add on the dashboard.
Allow users to personalise

A check box that you select to allow other users of your Visma Net instance who have access to the dashboard to copy the dashboard and modify itssettings according to their needs. When they modify the dashboard, the settings ofthe original dashboard are not changed.

By default, this check box isselected.
### The Add new dashboard node dialog box This dialog box opens when you click the **Add new node** button.By using this dialog box, you can add a new node to the sitemap for the selecteddashboard.
Element Description
Folder The folder in the site map where a new node for the dashboard should be added.
Title The title of the new dashboard node.
Add (button) Adds a new node for the dashboard to the site map and closes the dialogbox.
Cancel (button) Closes the dialog box without creating a new node for the dashboard.
## The Visible to tab The **Visible to** table contains the full list of user roles in thesystem. This list appears only when a sitemap location is specified. By using this table,you can manage the access rights of user roles to view the dashboard.
Column Description
Selected A check box that indicates (if selected) that a user with the role can view thedashboard. You can select and clear check boxes for all roles at once by clickingthe check box in the table header.
Role name The unique ID of the role.
Role description The detailed description of the role.
## Parameters tab You use the **Parameters** tab to specify the types of fields to be used in the **Selection** area of the dashboard. The table toolbar includes only standard buttons.
Column Description
Active A check box that indicates (if selected) that the parameter is active and appears in the Selection area of the dashboard.
Is required A check box that indicates (if selected) that this parameter is required on the dashboard. That is, widgets whose data is filtered by this parameter do not display any data until a user selects the parameter value in the Selection area of the dashboard.
Name

The name of the parameter.

The name is used during dashboard creation and editing on the current window. It is used by default as the display name, but you can specify a different display name in the Display name field.
Schema object The data access class (DAC) that contains the field whose values are used for the parameter.
Schema field Optional: The field from the selected DAC whose values are used as the parameter values. If no field is specified, the parameter will be a simple text field.
Display name

Optional: The name for the parameter that is displayed in the Selection area of the dashboard.If this column is empty, the system uses the value from the Name column as the display name.

> [!NOTE] > This field supports the multi-language functionality, where you can translate the entered text to multiple languages. For more information, see: About multi-language support
From schema A check box that indicates (if selected) that in the Default value column of this row the system displays the values of the field selected in the Schema field column as a drop-down list.
Default value

Optional: The default value of the parameter.

If the From schema check box is selected in this row, you can select one of the existing values of the field selected in the Schema field column of the row.

If the From schemacheck box is cleared, you can type any value. For a data field of the date type that is based on a schema field (that is, the From schemacheck box is selected), you can select one of the following date-relative parameters in the Calendardialog box (which is opened when you click the down arrow icon in the box):

@Today
The current day.
@WeekStart
and @WeekEnd: The start and end, respectively, of the current week.The start and end of the week are determined according to the default system locale or the locale the user has selected when signing in to Visma Net.The system locales are specified and configured in the System Locales (SM200550) window.
@MonthStart
and @MonthEnd: The start and end, respectively, of the current month.
@QuarterStart
and @QuarterEnd: The start and end, respectively, of the current quarter.
@PeriodStart
and @PeriodEnd: The start and end, respectively, of the current financial period. The financial periods are defined in the Financial year (GL101000) window.
  • @YearStart and @YearEnd: The start and end, respectively, of the current calendar year.

All the date-relative parameters use the date of the server used to run the Visma Net instance as the current date. Additionally, you can modify the date-relative parameters by adding or subtracting integers. The unit of measure of the parameter is determined automatically and the reference point is moved based on the measurement of the parameter—for example, @WeekStart+1 relates to the start of the next week.
Use in widget Embedded page A check box that indicates (if selected) that the selected dashboard parameter should be accessible by a widget of the Embedded page type. When adding a new widget of this type, the option Use dashboard parameters needs to be selected. The parameters are used to open an external URL with a dynamic value e.g. customer number.

Related pages

Concepts

Tasks

 Filters (CS209010) /visma-net-erp/help/customisation/customisation-windows/filters-cs209010 page You use this window to create, edit, delete, and manage filters that are shared among all users of the system. 2026-02-19T17:09:06+01:00 # Filters (CS209010) You use this window to create, edit, delete, and manage filters that are shared among all users of the system. This topic provides information about the elements in this window in Visma Net, such as fields, field values, buttons, and check boxes. Some inquiry or processing windows may display a great deal of information, making it difficult for users to find the data they generally need. For example: If a specific inquiry window displays transactions in a table on dozens of pages but users need to see only the most recent transactions, you can apply a default filter to the table that would display only transactions for the past three days. The filters created in this window cannot be modified in the windows on which they are applied. ## What to do from this window + [Add a system filter](/visma-net-erp/help/customisation/manage-shared-filters/add-a-system-filter/) + [Delete a system filter](/visma-net-erp/help/customisation/manage-shared-filters/delete-a-system-filter/) + [Modify a system filter](/visma-net-erp/help/customisation/manage-shared-filters/modify-a-system-filter/) + [Translate filter tab captions](/visma-net-erp/help/management/manage-locales-and-languages/translate-filter-tab-captions/)
Button Description
Make filter not shared Makes the selected filter available in the window it applies to for only the user who created it. This button appears when select an existing filter or after you save a new filter.
## The top part You can use this area to create a new filter or to select an existing filter to view or edit its details.
Element Description
Filter ID The unique identifier of the filter. For a new filter, leave this field blank; once the filter is saved, the system will insert its name in this field as a ID.
Name The name of the filter. For a new filter, enter a name that describes the type of data that is shown with this filter.
Screen ID The window you select from the sitemap to which the filter will be applied.
View The table in the window (selected in the Window ID field) that the filter is to be applied to. Filters can be applied to the data in tables only. If the selected window has multiple tables, they will be displayed in a drop-down list in this field.
Is default A check box that you select to make the filter the default filter for the selected table.
## The table This table contains the filter conditions. Conditions are created with respect to the data available in the window chosen in the top part. A filter may contain a number of simple conditions or lines combined into one logical expression with brackets and logical operators (**And** and **Or**).
Column Description
Active A check box that indicates (if selected) that the condition is active for the chosen window and table in the window.
Brackets A group of opening brackets to group logical conditions.
Property The property associated with the system graph and particular table.
Condition

The logical operation to apply to the value of the chosen property. The following options are available:

Equals
Displays records where the value of a value of the specified property is equal to the value in the Value column.
Does not equal
Displays records where a value of the specified property is not equal to the value in the Value column.
Is greater than
Displays records where a value of the specified property is greater than the value in the Value column.
Is greater than or equal to
Displays records where a value of the specified property is greater than or equal to the value in the Value column.
Is less than
Displays records where a value of the specified property is less than the value in the Value column.
Is less than or equal to
Displays records where a value of the specified property is less than or equal to the value in the Value column.
Is between
Displays records where a value of the specified property is between values in the Value and Value2 columns.
Contains
Displays records where a value of the specified property (string) contains the value in the Value field.
Does not contain
Displays records where a value of the specified property (string) does not contain the value in the Value column.
Ends with
Displays records where a value of the specified property ends with the same character or string as the value in the Value column contains.
Starts with
Displays records where a value of the specified property contains at the beginning the value in the Value column.
Is null
Displays records where a value of the specified property is null.
Is not null
Displays records where a value of the specified property is not null.
Is in
(for values of the user type): Displays records where a value of the specified property (a user) is included in the work group selected in the Value column. You can use this parameter with the @MyGroups and @MyWorktree clauses.
Is not in
(for values of the user type): Displays records where a value of the specified property (a user) is not included in the work group selected in the Value column. You can use this parameter with the @MyGroups and @MyWorktree clauses.
Value

The value you enter for the logical condition used to filter the data, if the selected condition requires a value. The value you enter must conform with the data type of the selected property. You can enter or select a fixed value or one of the predefined parameters.

The predefined parameters are listed in About creating temporary or reusable filters.
Value2

The second value for the logical condition, if the selected logical condition requires a second value. (For example: The Is between logical condition requires a second value.) The value you enter must conform with the data type of the selected property. You can enter or select a fixed value or one of the predefined parameters.

The predefined parameters are listed in: About creating temporary or reusable filters.
Brackets A group of closing brackets to group logical conditions.
Operator The logical operator to be used between groups of logical conditions.
Generic inquiry (SM208000) /visma-net-erp/help/customisation/customisation-windows/generic-inquiry-sm208000 section By using this window, you can create inquiries on the fly, without programming. 2026-02-19T17:09:06+01:00 # Generic inquiry (SM208000) By using this window, you can create inquiries on the fly, without programming. This topic provides information about the elements in this window in Visma Net, such as fields, field values, buttons, and check boxes. You can view how the selected or newly designed inquiry looks, and you can test its functionality by selecting parameters and viewing the results. ## The window toolbar
Button Description
View inquiry Displays the inquiry defined by or selected on the window.
## The top part In this area, you can specify the titles to be used for the newly created inquiry window, the area of the inquiry window that contains the inquiry parameters, and the area that contains the inquiry results. Also, for the created inquiry window, you can specify how to arrange the inquiry parameter elements and how many resulting records are displayed. Click **Add inquiry to sitemap** to specify the position of the inquiry in the site map or the workspace and the section within the workspace to hold this newly designed inquiry.
Element Description
Inquiry title The title to be used for the inquiry window. Type a name to add a new inquiry or select an inquiry for editing from the list of existing inquiries.
Sitemap title

The name of the inquiry window as it will be displayed on the sitemap. You can enter any name by using alphabetic or numeric characters.

You must specify the sitemap title if you want to replace a entry window with this inquiry window.
Location in the menu

The location of the new inquiry window on the sitemap. You can select a required location manually.

You must specify the sitemap location if you want to replace an entry window with this inquiry window.
Window ID The ID of the inquiry window.
Arrange parameters in x columns The number of columns in which the elements for parameters should be arranged in the parameters area of the inquiry window.
Select top x records The maximum number of records to be displayed as results.
Records per page The maximum number of records to be displayed on the page.
Export top x records
## The tabs in this window Descriptions of the different tabs are expandable in the list below. ## The Tables tab This table holds the list of database tables to be used for the inquiry or the list of data access classes (DACs) that are used to represent the data from the system database tables.
Column Description
Table name The name of the table or DAC that provides access to database tables. You can select a table from the list of available tables (DACs).
Alias The alias to be used in SQL statements to designate the table. If no alias is specified, the Table name is used.
## The Relationship tab In the **Table relations** area of this tab, you can specify relations between pairs of tables. For each pair of related tables, you specify links between the columns of these two tables in the **Data field links for active relations** area. Here you specify relations between pairs of tables.
Column Description
Active A check box that indicates (if selected) that the record is active and is used to specify relations.
Parent table The name (alias) of the first table in a JOIN statement of SQL.
Join type

The type of JOIN between participating tables or DACs, which can be one of the following options:

Inner
Returns rows when there is at least one match in both tables.
Right
Returns all rows from the right table, even if there are no matches in the left table.
Left
Returns all rows from the left table, even if there are no matches in the right table.
Full
Returns rows when there is a match in one of the tables.
Cross
Returns all records in which each row from the first table is combined with each row from the second table. The size of a resulting set is the number of rows in the first table multiplied by the number of rows in the second table.

You can concatenate multiple joining conditions between different parent tables to the same child table into one ON clause. For example, if you cross join Custom week and Employees, you can also join time cards that exist for the Custom week-Employees pairs.
Child table The second table to be used in the JOIN statement.
**Data field links for active relations** table columns. In this area, you define links between pairs of fields for the related tables selected in the **Table relations** area.
Element Description
Brackets The opening bracket or brackets for composing a logical expression with multiple conditions.
Parent field The field from the parent table. Click the SM_20_70_25_SM_20_60_25Icon_DropDownList icon to select a field, or click the SM_20_70_25_SM_20_60_25Icon_CreateNewObject icon to open the Formula editor dialog box and create a formula.
Condition

One of the following logical conditions:

Equals
Returns TRUE if the value of the specified parent field is equal to the value of the specified child field.
Does not equal
Returns TRUE if the parent field value is not equal to the child field value.
Is greater than
Returns TRUE if the parent field value is greater than the child field value.
Is greater than or equal to
Returns TRUE if the parent field value is greater than or equal to the child field value.
Is less than
Returns TRUE if the parent field value is less than the child field value.
Is less than or equal to
Returns TRUE if the parent field value is less than or equal to the child field value.
Is between
Not applicable for parent and child field values.
Contains
Returns TRUE if the parent field value (string) contains the child field value.
Ends with
Returns TRUE if the parent field value ends with the same character or string as the child field value contains.
Starts with
Returns TRUE if the parent field value contains at the beginning the child field value.
Is null
Returns TRUE if the parent field value is null.
Is not null
Returns TRUE if the parent field value is not null.
Child field The field from the second table. Click the SM_20_70_25_SM_20_60_25Icon_DropDownList icon to select a field, or click the SM_20_70_25_SM_20_60_25Icon_CreateNewObject icon to open the Formula editor dialog box and create a formula.
Brackets The closing bracket or brackets for composing a logical expression with multiple conditions.
Operator The logical operator between conditions, which can be And or Or.
## The Parameters tab You use this tab to specify the types of fields to be used in the parameters area of the inquiry window.
Button Description
Move row up Moves the selected row up by one row.
Move row down Moves the selected row down by one row.
Combo box values Brings up the Combo box values dialog box, which you can use to enter the options to be used for the drop-down list of options for this parameter.
Column Description
Active A check box that indicates (if selected) that the parameter is active and will be added to the inquiry area that provides fields for inquiry parameters.
Is required A check box that indicates (if selected) that this field is required in the inquiry window.
Name The name of the parameter.
Schema field An optional field indicating the database field selected as the schema for this field. If no field is specified, the parameter field will be a simple data input field.
Display name

The name for the field to be displayed in the window.

> [!NOTE] > This field supports the multi-language functionality, where you can translate the entered text to multiple languages. For more information, see: About multi-language support
From schema A check box that indicates (if selected) that the field will be based on (copied from) the schema field.
Default value

The default value of the field.

For the data fields of the date type that are based on schema fields (that is, the From schema check box is selected), you can select one of the following date-relative parameters in the Calendar dialog box:

@Today
The current day.
@WeekStart
and @WeekEnd: The start and end, respectively, of the current week. 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 (SM200550) window.
@MonthStart
and @MonthEnd: The start and end of the current month accordingly.
@QuarterStart
and @QuarterEnd: The start and end of the current quarter accordingly.
@PeriodStart
and @PeriodEnd: The start and end of the current financial period accordingly. The financial periods are defined in the Financial year (GL101000) window.
@YearStart
and @YearEnd: The start and end, respectively, of the current calendar year.

All the date-relative parameters use the date of the server used to run the Visma Net instance as the current date.

Additionally, you can modify the date-relative parameters by adding or subtracting integers.

The unit of measure of the parameter is determined automatically and the reference point is moved according to the measurement of the parameter, for example, @WeekStart+1 relate to the start of the next week.
Column span The number of columns in the parameters area in the inquiry window this column will span.
Control size The size that represents the height and width of the control in pixels.
Column width The width of the grid column.
Field size The size of the field in the inquiry. Options between XXS and XL.
Hidden When this check box is selected, the field is hidden in the inquiry.
Label size The size of the label in the inquiry. Options between XXS and XL.
### The Combo box values dialog box In this dialog box, you can specify options for a drop-down list for the combo box field that will be used as the parameter field for the inquiry.
Element Description
Value The value assigned to an option to be added to the combo-box list.
Label A text string to be displayed as an option.
OK (button) Saves the combo-box options for the parameter.
## The Conditions tab On this tab, you can specify the conditions to be met for the rows to be returned; the system uses these conditions to generate the **WHERE** SQL request. To include a parameter value in the condition, use the `[ParameterName]` format. You configure the fields for inquiry parameters on the **Parameters** tab (to be displayed in the selection area of the new inquiry window); once they have been configured, they appear on the list of fields shown in the **Data field** column on this tab.
Button Description
Move row up Moves the selected row up by one position.
Move row down Moves the selected row down by one position.
Column Description
Active A check box that indicates (if selected) that the row is an active condition.
Brackets The opening bracket or brackets for composing a logical expression with multiple conditions.
Data field The field whose value the condition should be applied to.
Condition

One of the following logical conditions, which will be applied to the value of the field specified as the Data field and the values in the Value 1 and Value 2 fields if applicable:

Equals
Returns TRUE if the value of the Data field field is equal to the value specified as Value 1.
Does not equal
Returns TRUE if the field value is not equal to the Value 1 value.
Is greater than
Returns TRUE if the field value is greater than the Value 1 value.
Is greater than or equal to
Returns TRUE if the field value is greater than or equal to the Value 1 value.
Is less than
Returns TRUE if the field value is less than the Value 1 value.
Is less than or equal to
Returns TRUE if the field value is less than or equal to the Value 1 value.
Is between
Returns TRUE if the field value is between the Value 1 and Value 2 values. (For this option, you must specify both Value 1 and Value 2.)
Contains
Returns TRUE if the field value (string) contains the Value 1 value.
Does not contain
Returns TRUE if the field value (string) does not contain the Value 1 value.
Starts with
Returns TRUE if the field value contains at the beginning the Value 1 value.
Ends with
Returns TRUE if the field value ends with the Value 1 value.
Is null
Returns TRUE if the field value is null.
Is not null
Returns TRUE if the field value is not null.

If you try to filter the inquiry results by using a string with the 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 inquiry 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 wildcard character.
From schema A check box that indicates (if selected) that Value 1 will display the specified data field’s options in the system.
Value 1

The value to be used in the selected condition. Click the SM_20_70_25_SM_20_60_25Icon_DropDownList icon to select a field, or click the SM_20_70_25_SM_20_60_25Icon_CreateNewObject icon to open the Formula editor dialog box and create a formula.

For the date-related data fields you can use the date-relative parameters either by selecting the parameter in the Calendar dialog box (if the field is based on a schema field and the From schema check box is selected) or by using the date-relative parameter in a formula (if the field is not based on a schema field and you use the formula editor). The following date-relative parameters are available:

@Today
The current day.
@WeekStart
and @WeekEnd: The start and end, respectively, of the current week. 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 (SM200550) window.
@MonthStart
and @MonthEnd: The start and end of the current month accordingly.
@QuarterStart
and @QuarterEnd: The start and end of the current quarter accordingly.
@PeriodStart
and @PeriodEnd: The start and end of the current financial period accordingly. The financial periods are defined in the Financial year (GL101000) window.
@YearStart
and @YearEnd: The start and end, respectively, of the current calendar year.

All the date-relative parameters use the date (in UTC) of the server used to run the Visma Net instance as the current date.

Additionally, you can modify the date-relative parameters by adding or subtracting integers. The unit of measure of the parameter is determined automatically and the reference point is moved according to the measurement of the parameter, for example, @WeekStart+1 relate to the start of the next week.
Value 2

The second value to be used, if the selected condition requires one. Click the SM_20_70_25_SM_20_60_25Icon_DropDownList icon to select a field, or click the SM_20_70_25_SM_20_60_25Icon_CreateNewObject icon to open the Formula editor dialog box and create a formula.

For the date-related data fields that are not based on a schema field (that is, the From schema check box is cleared), you can use one of the date-relative parameters, as described in Value1.
Brackets The opening bracket or brackets for composing a logical expression with multiple conditions.
Operator The logical operator to join conditions in a logical expression, which can be And or Or.
## The Grouping tab On this tab, you specify the grouping conditions according to which the results should be displayed on the inquiry window. One result row is returned for each group. **SUM** is the aggregate function that is applied to the result columns with the numeric type by default. **MAX** is the aggregate function that is applied to the other result columns by default. You can select an aggregate function value for each result column in the **Aggregate function** column on the **Results grid** tab.
Button Description
Move row up Moves the selected row up by one position.
Move row down Moves the selected row down by one position.
Column Description
Active A check box that indicates (if selected) that the row is active and is used in grouping the inquiry results.
Data field

The field whose value the grouping should be applied to. You cannot select the attribute fields as a value of this column.

In the entry and maintenance window of a class, the attribute fields are listed on the Attributes tab.
## The Sort order tab On this tab, you specify the order in which the results should be displayed in the new inquiry window.
Button Description
Move row up Moves the selected row up by one position.
Move row down Moves the selected row down by one position.
Column Description
Active A check box that indicates (if selected) that the row is active and is used in sorting the inquiry results.
Data field The name of the field in the inquiry window.
Sort order An option describing how values should be ordered in this column: in Ascending or Descending order.
## The Results grid tab By using this tab, you can specify how the results of the search in the database tables should be displayed.
Button Description
Up Moves the selected row up by one row.
Down Moves the selected row down by one row.
Column Description
Active A check box that indicates (if selected) that the row is active and thus is used in selecting the results.
Object The name (alias) of the table.
Data field The field of the table or the formula that includes fields and constants. Click the SM_20_70_25_SM_20_60_25Icon_DropDownList icon to select a field, or click the SM_20_70_25_SM_20_60_25Icon_CreateNewObject icon to open the Formula editor dialog box and create a formula.
Schema field The field to be used as the source of properties for this field.
Width (pixels) The width of the grid column in pixels.
Visible A check box that indicates (if selected) that this field will appear in the resulting grid. If the check box is cleared, the field will be hidden by default but can be added to the grid by a user.
Default navigation

A check box that indicates (if selected, which is the default value) that the field value can be a link to the default window, which the user can open by clicking the link, specified in the source code. For example: For the field that holds the invoice reference number, the default window is the Sales invoices (AR301000) window.

If the check box is cleared, the field value can be a link to the window selected in the Navigate to field.

If the Default navigation check box and the Navigate to field are cleared, the field cannot be a link.

If you select the Default navigation check box, you should clear the Navigate to field.
Navigate to

A window specified on the Navigation tab that the user can open by clicking the link in the column.

If you select any window in the field, the Default navigation check box is cleared automatically.
Aggregate function

A function that defines how the resulting value should be calculated for the grouped values in this column. The following aggregate functions are available:

AVG
Returns the average of all non-null values of the group.
COUNT
Returns a count of all values of the group.
MAX
Returns the maximum value of all values of the group.
MIN
Returns the minimum value of all values of the group.
SUM
Returns the sum of all values of the group.

The following aggregate functions are applied by default, when no function is selected:

SUM
is applied to the columns with the numeric type.
MAX
is applied to the other columns.
Caption

The name for the column header to be displayed in the window.

> [!NOTE] > This field supports the multi-language functionality, where you can translate the entered text to multiple languages. For more information, see: About multi-language support
Quick filter A check box that indicates (if selected) that the system should add a button with the quick filter for this field to the filtering area of the generic inquiry form. If multiple tabs are displayed on this generic inquiry form, the button with the quick filter is added to the filtering area of the All records tab. By default, this check box is cleared.
## The Entry point tab By using this tab, you can match the selected inquiry (called the **substitute window** in this context) to a data entry or maintenance window (called the **entry window** in this context). You can then replace the entry window with the inquiry in the navigation pane. Once you have replaced the entry window with this inquiry, when you try to click the name of the entry window in the navigation pane, you are redirected to the inquiry. If you select a record in the list, the entry window opens and displays the details of the selected record. Also, if you create a new record from the inquiry, the entry window opens. Additionally, you can configure the actions to be available on the inquiry. For more information, see: see: [Manage substitutes of entry windows - overview](/visma-net-erp/to-be-deleted/online-help/shared-files/cu-manage-substitutes-entry-window-con/). ### The Entry window settings section
Element Description
Entry window

The entry window to be associated with this inquiry. The list of available windows is filtered according to the data access classes selected for the inquiry on the Tables tab.

When you select an entry window, this window is added to the Navigation tab automatically. The navigation parameters, which are the key fields in the entry window and the inquiry parameters that should be passed to these fields, are filled in automatically, but you can also specify these parameters manually.
Replace entry window with this inquiry in menu A check box you select to replace the entry window selected in the Entry window column with the inquiry (that is, to display the inquiry instead of the entry window when the user clicks the menu item in the navigation pane).
### The Operations with records section
Element Description
Enable mass actions for records

A check box that you select to allow users to perform the actions you select on the records in the inquiry window. With this check box selected, the Mass actions tab appears in this window. On this tab, you can specify the action or actions that will be available in the Actions menu in the window toolbar of the inquiry window.

If this box is selected, the selected commands will appear in the Actions menu in the window toolbar and the Selected column in the table of the substitute window. A user can select one record or multiple records, and then apply any available command to the selected records.
Automatically confirm customized mass actions This check box and the Enable mass actions for record must both be selected, in order to make the system confirm automatically any confirmation dialog pop-up that would be raised by the system while executing the action.
Enable mass deletion

A check box you select to allow users to delete multiple records from the list in the inquiry window.

If this check box is selected, the Delete button appears in the window toolbar and the Selected column appears in the inquiry window. A user can select one or multiple records, and then delete them.
Automatically confirm customized mass deletion This check box and the Enable mass record deletion must both be selected, in order to have the system automatically confirm the deletion of records when a user clicks Delete.
Enable mass update

A check box that you select to allow users to update multiple records from the list in the inquiry window. If you select this check box, the Mass update fields tab appears in the window. Use this tab to select the field (or fields) that users should be able to update.

If this check box is selected, the Update and Update all commands appear in the Actions menu in the window toolbar and the Selected column in the table of the inquiry window. A user can select one record or multiple records, and then change the specified fields of the selected records.
Enable new creation

A check box you select to allow users to create new records from the inquiry window.

If this check box is selected, the Add record button appears in the window toolbar in the table of the inquiry window. When a user clicks the button, the entry window opens so the user can add a new record.
### The New record defaults table This table is available only if the **Enable new record creation** check box is selected. In this table, you can specify the default values for the records that can be created in the inquiry window.
Column Description
Field The name of the field in the entry window.
Value The default value for the selected field.
## The Navigation tab In the **Windows** area of this tab, you can specify the list of screens to be used for navigation from the inquiry. For each window, in the **Navigation parameters** area, you can specify navigation parameters and select the way to open the window. ### The Windows area In this area, you can specify the list of screens to be used for navigation from the inquiry. You can select any data entry or maintenance window as well as an inquiry or a report. ### The Navigation parameters area By using this area, for each window, you can specify navigation parameters and select the way to open the window.
Column Description
Field The name of the field of the window, which can be the field in the entry window, the inquiry parameter, or the report parameter.
Parameter The default value for the selected field.
### The Navigation parameters area element By using this element, you can select the way the window is opened.
Element Description
Window mode

The way the window is opened. The following modes are available:

  • Same tab: The window opens in the same browser tab instead of the inquiry. This is the default mode.
  • New tab: The window opens in a new browser tab.
  • Pop-up window: The window opens in a new pop-up window.
  • Side panel: The window opens in the side panel, allowing to quickly edit the desired values, while you still have the main generic inquiry window open. About side panels and Enable the side panel

For more information, see:

If the window is selected as the entry window on the Entry point tab and replaced with the inquiry, the window mode of this window is Inline. This means that this window opens in the same browser tab when a user is adding a new record or viewing the details of an existing record. You cannot change this mode.
## The Mass update fields tab This tab appears only if the **Enable mass record update** check box is selected on the **Entry point** tab. By using this tab, you can specify the fields of the entry window that can be updated in the table if a user clicks **Update all** in the **Actions** menu in the window toolbar of the inquiry.
Column Description
Select

An unlabelled check box that you use to select the fields you want to be updated.

When you add a field to this table, it becomes active, with the Select check box automatically selected. You can clear the check box any time.
Field name The name of the field that should be updated.
## The Mass actions tab This tab appears only if the **Enable mass actions on records** check box is selected on the **Entry point** tab. By using this tab, you can specify the options that will be available in the **Actions** menu in the window toolbar of the inquiry.
Column Description
Select

An unlabelled check box that you use to select an action.

When you add an action to this table, it becomes active, with the Select check box automatically selected. You can clear this check box any time.
Action The name of the action that will be available in the Actions menu in the window toolbar of the inquiry.
## Formulas In some columns of the **Relationship**, **Conditions**, and **Result grid** tabs, you can use formulas to calculate the values of these columns by using the formula editor, which is invoked by clicking the edit control button in the columns. The formula editor includes standard and window-specific functions. For the list of standard functions, see: [About operators](/visma-net-erp/help/general-ledger/manage-analytical-reports/formulas/about-operators/) and [About functions](/visma-net-erp/help/general-ledger/manage-analytical-reports/formulas/about-functions/). The window-specific function is the `Concat()` function. If the software of your Visma Net database is MySQL Server, for generic inquiries, use the `Concat()` function instead of `+` to sum the values of the string data type, as follows. `=Concat('My first string', 'My second string', [Object.DataField])`

Related pages

Concepts

Tasks

 Lists as entry points (SM208500) /visma-net-erp/help/customisation/customisation-windows/lists-as-entry-points-sm208500 page By using this window, you can view the list of entry windows that have substitute windows and activate or cancel the replacement of the entry windows. 2026-02-19T17:09:06+01:00 # Lists as entry points (SM208500) By using this window, you can view the list of entry windows that have substitute windows and activate or cancel the replacement of the entry windows. This topic provides information about the elements in this window in Visma Net, such as fields, field values, buttons, and check boxes. Additionally, you can change the location of the windows on the sitemap. Note: If you delete a row in the table, you cancel the replacement of the entry window; the entry and the substitute windows themselves are not deleted. ## The table The table displays the list of data entry windows that have the substitute windows. By using this table, you can manage the replacement of the data entry windows. Additionally, you can view and change the location of the windows in the sitemap.
Column Description
Active

A check box that you select to replace the entry window with the corresponding substitute window when a user clicks the name of the entry window on the navigation pane. Clear the check box to cancel the replacement.

For generic inquiries that are used as substitute windows, selecting or clearing the Active check box selects or clears, respectively, the Replace entry window with this inquiry in menu check box on the Entry point tab of the Generic inquiry (SM208000) window.
Entry window location The name and location (in the sitemap) of the entry window.
Entry window ID The unique ID of the entry window.
Substitute window location The name and location (on the site map) of the substitute window.
Substitute window ID The unique ID of the substitute window.
Pivot tables (SM208010) /visma-net-erp/help/customisation/customisation-windows/pivot-tables-sm208010 section You use this window to add and edit pivot tables, which are based on generic inquiries. 2026-02-19T17:09:06+01:00 # Pivot tables (SM208010) You use this window to add and edit pivot tables, which are based on generic inquiries. This topic provides information about the elements in this window in Visma Net, such as fields, field values, buttons, and check boxes. When designing a pivot table, you select the generic inquiry fields that will provide data for analysis and for filtering. In addition, you can specify display parameters for each field that is used in the pivot table. ## The window toolbar
Button Description
View pivot Builds the pivot table designed or selected in the window. This button becomes available after you save changes in the pivot table parameters.
Edit inquiry Opens the Generic inquiry (SM208000) window for the generic inquiry that is selected in the Window ID field. This button becomes available after you select a generic inquiry in the Window ID field.
## The top part In this area, you can create a new pivot table or select an existing pivot table to view and edit its parameters.
Element Description
Screen ID Required. The unique ID of the generic inquiry that is used for building the pivot table.
Sitemap location

The location of the new pivot table in the Visma Net site map, where it is available for users to open.

You should specify the site map location in this field if you want to display the created pivot table in the site map; otherwise, leave this field blank.
Pivot table ID

Required.

The unique ID of the pivot table. For a new pivot table, leave this field blank; once the pivot table is saved, the system will insert the value of the Name field in this field as an ID.

For an existing pivot table, you can select a value in this field only after the screen ID has been selected.
Shared filter to apply

The name of a shared filter that is used with the pivot table.

The default value of this field is All records.
Name The name of the pivot table. For a new pivot table, enter a name that describes the type of data that is shown with this pivot table.
Is shared

A check box that you select to share the pivot table between all users of your Visma Net instance.

By default, this check box is cleared.
## The Fields pane This pane contains the list of fields from the selected generic inquiry that are not used in the pivot table settings. Initially, it contains the full list of fields from the selected generic inquiry. You can move fields from this pane to other panes of the window in the following ways: + Select fields in this pane, and then click ![icon-add](/media/visma-net-erp/icon-add.png) on the pane where you want to move the field. + Drag and drop fields to other panes in the window. The pane toolbar includes only standard buttons. ## The Filters pane This pane contains a list of fields from the selected generic inquiry that are used as filters in the pivot table. You can filter pivot table data by multiple fields. You can add fields to this pane and remove fields from the pane by dragging and dropping them or by using the toolbar buttons. The pane toolbar includes only standard buttons. ## The Columns pane This pane contains a list of fields from the selected generic inquiry that are displayed as columns in the pivot table. You can use multiple fields in the columns of the pivot table. You can add fields to this pane and remove fields from the pane by dragging and dropping them or by using the toolbar buttons. The pane toolbar includes only standard buttons. ## The Rows pane This pane contains a list of fields from the selected generic inquiry that are displayed as rows in the pivot table. You can use multiple fields in the rows of the pivot table. You can add fields to this pane and remove fields from the pane by dragging and dropping them or by using the toolbar buttons. The pane toolbar includes only standard buttons. ## The Values pane This pane contains a list of fields from the selected generic inquiry whose values are displayed in cells of the pivot table. You can add multiple fields in this pane. You can add fields to this pane and remove fields from the pane by dragging and dropping them or by using the toolbar buttons. The pane toolbar includes only standard buttons. ## The Properties pane This pane contains the display properties for a field that is selected in the **Filters**, **Columns**, **Rows**, or **Values** pane. The following table describes the properties.
Property Description
Caption

The caption of the field that is displayed in the pivot table. You change the caption in this field if you want to see a different field name than the field name in the generic inquiry in the pivot table.

By default, the property value is equal to the field name in the generic inquiry.
Aggregate

An aggregate function that is applied to the field values. Select one of the following functions:

Sum
Returns the sum of the field values (for numeric fields)
Count
Returns the number of the field values (for all types of fields)
Average
Returns the average value of the field values (for numeric fields)
Min
Returns the smallest value among the field values (for date and numeric fields)
Max
Returns the largest value among the field values (for date and numeric fields)
Median
Returns the middle value of the field values (for date and numeric fields)

The default value of this property is Sum for numeric fields and Count for non-numeric fields.
Sort order

The order in which the field values are sorted in the pivot table. Select one of the following values:

Ascending
That is, A to Z for text, lower to higher for numbers, or newest to oldest for dates
Descending
That is, Z to A for text, higher to lower for numbers, or oldest to newest for dates

The default value of this parameter is Ascending.
Show percent

A check box that you select if you want to display value of the field as a percentage of the total value. This check box should be used with fields from the Values pane only.

By default, the check box is cleared.
Show total

A check box that you select if you want to display the total field for the set of fields.

By default, the check box is selected.
Total label

The name of the total field in the pivot table. The field is displayed only when the Show total check box is selected.

By default, the field is empty and the field label is Total.
Width

The width (in pixels) of the cells in the pivot table where the field values are displayed.

The default value of this parameter is 100 pixels.
Format

The format of the field value that is displayed in the pivot table. You can use the standard formats defined for the format function in.Net.

By default, the field is empty, which means that the field is not formatted.
Round to

The part of the date field that is used in the pivot table. You can analyse data by using either the full date or a particular part of it (for example, a month or a year).

This property appears only for fields of the date type.

Select one of the following values:

None
(default): The full date is used in the pivot table.
Minutes
Only minutes from the selected date field are used in the pivot table.
Hours
Only hours from the selected date field are used in the pivot table.
Days
Only days of month from the selected date field are used in the pivot table.
Months
Only months from the selected date field are used in the pivot table.
Quarters
Only quarters are used in the pivot table. The system calculates the quarter based on the date in the selected date field.
Years
Only years from the selected date field are used in the pivot table.
Date part

The part of the date field by which the system aggregates data in the pivot table. For example: If the date field contains the month and the year (such as July 2017), you can configure the system so that it aggregates data by month for multiple years.

If you want to display only the year in the headers of the pivot table, you need to select the Year value in the Round to field.

You can select one of the following values:

None
(default): The data by full date is displayed in the pivot table.
Hour
The system aggregates data by the hour. (Only the hour is displayed in the pivot table.)
Day
The system aggregates data by the day. (Only the day is displayed in the pivot table.)
Month
The system aggregates data by the month. (Only the month is displayed in the pivot table.)
Quarter
The system aggregates data by the quarter. (Only the quarter is displayed in the pivot table.)

This property appears for only fields of the date type.

You can specify either a part of the date in this box or the rounding specified in the Round to field. For example: If you specified a value in the Round to field and then selected a value in this field, the system automatically resets the value of the Round to field to None.
Segment The segment of the field value that the system uses to aggregate data in the pivot table. In this field, you can select one of the segments specified in the Segment keys (CS202000) window for the segment key. This property appears for only fields whose values are defined by a segment key (such as General ledger subaccounts).
## The pivot table title bar The title bar of the window that contains the generated pivot table (which appears when you click **View pivot** from the window) includes standard and window-specific buttons.
Buttons Description
Save as Creates a copy of the pivot table with a different name. You click this button when you change the pivot table settings and want to save it as a new table for the same general inquiry.
Save Saves changes to the pivot table. You click this button when you change the settings of the pivot table and want your changed version to replace the previous version of pivot table.
Customise Opens the Pivot tables (SM208010) window, where you can modify the pivot table settings.

Related pages

Concepts

Tasks

 Custom notifications (SM205041) /visma-net-erp/help/customisation/customisation-windows/custom-notifications-sm205041 page By using this window you can set up and activate notifications about changes/actions within your system. 2026-02-19T17:09:06+01:00 # Custom notifications (SM205041) By using this window you can set up and activate notifications about changes/actions within your system. This topic provides information about the elements in this window in Visma Net, such as fields, field values, buttons, and check boxes. You will get the notifications by email. You can: + initiate system set notifications to be received by selected or all user. + configure your own notifications and also set them to be received by other user. Users can sign up to receive notification about these changes in particular windows, registrations or documents. You can create and use notifications with special variables or placeholders where the system will insert the recipient’s personalised data when the system generates the notification. ## Search line in list window If you are in the list window, the first line in the table is a search line. Each column has a search field which you can click to search for or filter on specific values and narrow down the displayed table rows. You can search and filter in as many columns as you need to, to only display the results you want to view. There are two types of search fields: + White: here you can type a specific search term to display results in this column containing this exact value. If you search on several (partial) words, you can separate them by a space or **%** and get different results: + space: the result contains the words in any order, + **%**: the result contains the words in the specific order, and the **%** functions as a wildcard as well. + Grey: you can click this to open the column filter pop-up window where you can filter the results for this column. ## The window toolbar
Button Description
View window Opens the window you have selected in Window ID. By doing this you are leaving the Custom notifications (SM205041) window.
## The top part Use this area to either + create a new notification or + select an existing notification and view its details. For a new notification, you select the window from which you want to be notified about changed or if something is created. You also specify the message (the **Notification message** field) for the notification.
Element Description
Window ID Use the magnifier or start typing the window name/ID you want notifications about.
Notification category

A list of areas/categories the notification applies to. You can select between:

  • System information
  • Projects
  • Payments
  • Accounting
  • Orders
  • Invoicing
Notification ID The unique identifier, which the system automatically assigns (by using the Description value) when you save the notification for the first time. You can select existing notifications by their IDs or use the magnifier to see all the notification details.
Notification name A description of the notification, which will be available in the notification details You can search for the description to select. This value can be an alphanumeric string.
Notification message This text will be used in the notification.
Active

A check box that indicates (if selected) that this notification is active. and can be viewed on the tab Active.

This check box can only be edited for custom notifications. The systems pre-set notifications will always be set to active.

If you want to receive notifications by email, go to User settings (SM203010), General information tab, Custom notifications section and select Enable custom notification emails.
No. of days until due
## The tabs in this window Descriptions of the different tabs are expandable in the list below. ## The Conditions tab On the **Conditions** tab, you can specify the conditions that the system checks each time anything changes in the window you have specified. The system generates a notification only if the conditions are met.
Element Description
Active

A check box you select if you want the conditions to initiate a notification the recipients you have specified.

By deselecting, the conditions and notification will be inactive, but you may activate whenever you want.
Field name The data field on the window which value is used in the condition.
Condition

The logical operation to apply to the value of the selected data field. The following options are available:

  • Equals
  • Does not equal
  • Is greater than
  • Is greater than or equal to
  • Contains
  • Starts with
  • Ends with
  • Does not contain
  • Is between - requires that you use both Value and Value 2
  • Is null
  • Is not null
Is relative A check box that you select if the field value is relative to the current business date. This option is used only for date fields.
Value The first value of the condition to be compared with the selected data field value. Most of the conditions require only one value, while Is between requires two values.
Value 2 The second value of the condition, if required by the chosen condition.
Operator

The character representing the action you want to perform. The valid operators are:

  • And
  • Or
## The Recipient tab On the **Recipient** tab, you can select recipient of the notification.
Element Description
Active A check box that you select if this recipient is active and can receive the notification.
Source

The source of the recipient. Select one of the following options:

  • User: The users of the specified Window ID, generally the employees
  • Document: The contacts associated with specific documents such as invoice, suppliers, customers etc. You can filter further in the column recipient when you have selected this option.
  • Role: The users grouped into roles e.g. Administrators

When you have selected your source, you can specify further in the Recipient field.
Recipient

After selecting Source, you specify further whom is to receive the notification. Click the magnifier to see the lists of users or roles.

If you select Document as your source, you will have more options. These are the options sorted by window:
Window Condition
Suppliers:
Created by The person to be notified is the user that created the supplier.
Last modified by The person to be notified is the user that last did a modification in the Suppliers (AP303000) window.
Customers:
Created by The person to be notified is the user that created the customer.
Last modified by The person to be notified is the user that last did a modification in the Customers (AR303000) window.
Stock items:
Created by The person to be notified is the user that created stock item.
Last modified by The person to be notified is the user that last did a modification in the Stock items (IN202500) window..
Product manager > Default contact The person to be notified is the user that is entered in the Product manager field in Stock items (IN202500) window.
Non-stock items:
Created by The person to be notified is the user that created non-stock item.
Last modified by The person to be notified is the user that last did a modification in the Non-stock items (IN202000) window.
Product manager > Default contact The person to be notified is the user that is entered in the Product manager field in Non-stock items (IN202000) window.
Projects:
Created by The person to be notified is the user that created project.
Last modified by The person to be notified is the user that last did a modification in the Projects (PM631000) report window.
Customer > Created by The person to be notified is the user who created the customer that is entered in the Projects (PM301000) window.
Customer > Last updated by The person that will be notified is the user who last updated the customer that is entered in the Projects (PM301000) window.
Project manager > Created by The person to be notified is the user who created the project manager that is assigned to the project, not the project manager for the project.
Project manager > Last updated by The user to be notified is the user who last modified the project manager that is assigned to the project, not the project manager for the project.
Invoice:
Created by The person to be notified is the user that created the invoice.
Last modified by The person to be notified is the user that last did a modification in the Invoice (SO643000) report window.
Customer > created by The person to be notified is the user that created the customer that is assigned to the invoice
Customer > Last updated by The person to be notified is the user that last updated the customer assigned to invoice.
Project > Created by The person to be notified is the user who created the project that is set on the top part of Sales invoices (AR301000).
Project > Last updated by The person to be notified is the user that last updated the project assigned to the invoice.
Customer > Default contact The person to be notified is the one owning the e-mail set in Main contact in the Customers (AR303000) window, General information tab.
Default salesperson > Created by The person to be notified is the user who created the Default salesperson in the Salespersons (AR205000) window who is assigned in the Sales invoices (AR301000) window, on the Salesperson commission tab.
Default salesperson > Last modified by The person to be notified is the person that last modified the Default salesperson in Salespersons (AR205000) which is assigned in the Sales invoices (AR301000) window, on the Salesperson commission tab.
Project > Invoice contact The person to be notified is the user entered on the Summary tab, Invoice contact section, Email in the Projects (PM301000) window, who is assigned to the project set in the top part of Sales invoices (AR301000) window.
Sales order:
Created by The person to be notified is the user that created the sales order.
Last modified by The person to be notified is the user that last did a modification in the Sales orders (SO301000) window.
Customer > Created by The person to be notified is the user who created the Customer that is on the Sales orders (SO301000) window.
Customer > Last updated by The person to be notified is the user that last updated the Customer assigned to the sales order.
Project > Created by The person to be notified is the user who created the Project that is on the Sales orders (SO301000) window.
Project > Last updated by The person to be notified is the user that last updated the Project assigned to the sales order.
Owner > Default contact The person to be notified is the Owner from Sales orders (SO301000) window, the Financial settings tab> Financial information section.
Shipments:
Created by The person to be notified is the user that created the shipment.
Last modified by The person to be notified is the user that last did a modification in the Shipments (SO302000) window.
Owner > Default contact The person to be notified is the Owner from the top part of the window.
Customer > Default contact The person to be notified is the owner of the main contact email from the Customer (not from contacts tab, but from General info tab > Main Contact > Email.
Purchase order:
Created by The person to be notified is the user that created purchase order.
Last modified by The person to be notified is the user that last did a modification in the Purchase orders (PO301000) window.
Supplier > Created by The person to be notified is the user who created the supplier.
Supplier > Last updated by The person to be notified is the user that last updated the Supplier on the purchase order.
Project > Created by The person to be notified is the user who created the project that is assigned to the purchase order.
Project > Last Updated by The person to be notified is the user that last updated the Project assigned to the purchase order.
Owner > Last modified by The person to be notified is the user who last modified the employee that is set as owner to the Purchase orders (PO301000) window.
Owner > Created by The person to be notified is the user who created the employee that is set as Owner to the on the Purchase orders (PO301000) window.
Sales order no. > Created by The person to be notified is the user who created the sales order linked in the Other Information tab.
Sales order no > Last modified by The person to be notified is the user that last modified the Sales order no. on the Purchase order (PO641000) window.
Prepayment ref. no > Created by The person to be notified is the user who created the prepayment linked in the Other Information tab
Prepayment ref. no. > Last modified by The person to be notified is the user that last modified the Prepayment ref. no.
## The Fields tab On the **Fields** tab, you have an overview of the fields used in the notification.
Element Description
Active A check box that you select if this Field name is active for this notification.
Field name The field to be monitored for changes. Recipients will be notified each time the value of the field changes under the conditions set in the conditions tab.
Related reference [Automation notifications (SM205040)](/visma-net-erp/help/automation/automation-windows/automation-notifications-sm205040/) [Send reports (SM205060)](/visma-net-erp/help/automation/automation-windows/send-reports-sm205060/)

Related pages

Concepts

 Report designer /visma-net-erp/help/customisation/report-designer section 2026-02-19T17:09:06+01:00 # Report designer Click the links below to learn more about a topic you are interested in. Use the breadcrumb links in the upper left corner to see your location, navigate backwards or go to the starting point. About Visma Report designer application /visma-net-erp/help/customisation/report-designer/about-visma-report-designer-application section Visma Report designer offers the possibility to design financial reports. 2026-02-19T17:09:06+01:00 # About Visma Report designer application Visma Report designer offers the possibility to design financial reports. With Report designer, you can + design, + preview and + publish custom reports, and additionally to deploy them in (send back to) Financials, where the custom defined reports will be available for other users too. Customise the workspace /visma-net-erp/help/customisation/report-designer/about-visma-report-designer-application/customise-the-workspace page Follow these steps to customise the workspace. 2026-02-19T17:09:06+01:00 # Customise the workspace Follow these steps to customise the workspace. The layout of the workspace and sections can be changed to fit working preferences, as follows: 1. Workspace can be re-sized by dragging the separator line. 1. Side-panels can be pinned and unpinned. 1. Toolbars can be hidden or displayed by clicking this icon in the **Design** tab of the **Toolbar**, and checking the appropriate boxes from the drop-down list. 1. A toolbar settings menu offers the possibility to customize the drawing of grid lines over the report. You can select **Draw grid** and adjust the grid width and grid height (in pixels, minimum value is 2). Another available option is **Snap to grid**, which alters the behavior of dragging the elements over the report area. These elements will then be snapped to the grid lines or to existing elements in close proximity. Snap to grid can be activated even if the grid is not drawn. 1. When clicking outside the report area, the **Properties** panel to the right will be populated with details about the **Layout** properties. This allows selecting the **Layout unit** which updates all values below based on the selected unit. The **Page settings** allows you to alternate between a landscape or portrait page orientation. Design a report /visma-net-erp/help/customisation/report-designer/about-visma-report-designer-application/design-a-report page Follow these steps to design a report. 2026-02-19T17:09:06+01:00 # Design a report Follow these steps to design a report. 1. Select the section from the report to be changed. Information about the section is displayed when it is hovered over. To format and edit text elements, select the text box with the name of the report or any other text field, and follow the steps below: 1. Click on the appropriate icons from the **Toolbar** to change font color or background. 1. Changes made can be displayed in the application by clicking **Preview**. Insert panel drag-and-drop /visma-net-erp/help/customisation/report-designer/about-visma-report-designer-application/insert-panel-drag-and-drop page The Insert panel is located on the left side of the window. 2026-02-19T17:09:06+01:00 # Insert panel drag-and-drop The Insert panel is located on the left side of the window. Elements availability from the **Insert** panel. |Buttons|Explanation| |---|---| |**Header**|The button will display entered text at the top of every page. Formatting is available similarly to other text elements.| |**Footer**|The button will display entered text at the bottom of every page. Formatting is available similarly to other text elements.| |**Textbox**|The button will define a custom box area with the text input, and will display it with the set formats at the location specified. Can be used for comments input, attention lines, target values setting and so forth.| |**Picture box**|The button will display a line at the set coordinates, having the defined formats.| |**Line**|The button will display a line at the set coordinates, having the defined formats.| |**Panel**|The button will place a panel at the set location. Formatting is available in the **Properties** box.| 1. Inserting a picture box + Click on **Picture Box** + Drag it to the location in the work area where you want the picture to be placed + Drop the icon 1. After you have done the desired changes to the report it can be published and made available for future use. Please refer to next section for guidelines how to do so. 1. After selecting and placing the picture box, you can choose the type of picture to be added. From **Properties** - **Source** you can pick: + Embedded + Database or + Bar code + QR codes have been added to the list of supported bar codes. The following steps show how to add a QR code: 1. Insert a picture box into the design area of the report 1. From the **Properties** panel select **Bar code** as Source 1. From Bar code type, select QR code 1. Enter a value to be rendered into the code 1. For Embedded type, a pop-up window will be displayed when the button from **Value** is clicked. From here you can upload the picture. 1. Select location where the picture is stored 1. Click **Browse** 1. Click **Open** 1. Click **Upload Image**: After an image is uploaded, a preview of it is displayed in the pop-up window. You can keep or remove it. Opening this pop-up window on a picture box that already has an embedded image, displays a preview of that image and also allows for it to be removed. The selected and confirmed picture will be added in the report and can be previewed by clicking the **Preview** tab: Publish report /visma-net-erp/help/customisation/report-designer/about-visma-report-designer-application/publish-report page Follow these steps to publish a designed report in Financials. 2026-02-19T17:09:06+01:00 # Publish report Follow these steps to publish a designed report in Financials. 1. Go to **Preview** tab, click on Publish button from the top right corner: A pop-up window will be displayed which informs you that a new version of this report has been deployed. 1. If you click on **Open Report** you will be automatically redirected to Financials, where you can see the designed and published report if you click on **Run Report**.