/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. /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. /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**. /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: /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**.