2023



April 2022

What’s New

 

Administration: New license administration

We have changed the licensing system in OneStop Reporting. In the past, administrators had to order the number of licenses for the various user types and then distribute them between their users, either via the Module settings or the Licenses tab in Administration.

Now, administrators can set the levels for the tenant level and the user level. The Licensing tab and Modules settings have been removed.

We have also added a new Usage tab where users can get an overview of their number of users and the user levels as well as the number of tenants and the tenant levels.

In addition, users no longer need to order a specific economy system for their tenants, as all systems are now available when creating a new tenant.

 

Tenant levels

At the tenant level, administrators select whether the tenant should be Smart or Complete. NOTE: During the fall of 2022, there will also be a Start level.

  • Smart includes all modules except for Budgeting and Workflow.
  • Complete includes all modules.

 

User levels

At the user level, these levels are now available:

  • Basic user
  • Reporting user
  • Budgeting user
  • Design user

What users get access to depend on both their user level and the level of the tenant. Please refer to the table for detailed information:

User level Start* Smart Complete
Basic user View Archive items View Archive items View Archive items

Perform Assignments tasks
Reporting user View Archive items

Execute default reports

 View Archive items

Execute default reports

Execute custom reports

 View Archive items

Perform Assignments tasks

Execute default reports

Execute custom reports
Budgeting user View Archive items

Execute default reports

 View Archive items

Execute default reports

Execute custom reports

 View Archive items

Perform Assignments tasks

Execute default reports

Execute custom reports

Execute default budgets

Execute custom budgets
Design user View Archive items

Execute default reports

 View Archive items

Execute default reports

Execute custom reports

Create/edit custom reports

 View Archive items

Execute default reports

Execute custom reports

Create/edit custom reports

Execute default budgets

Execute custom budgets

Create/edit custom reports

Create/edit custom budgets

*The Start level will be released in the fall of 2022.

 

 

Create a new tenant and select tenant level

  1. At the top level (your company) , or at the group level, click New tenant.
    HINT: A tenant is a separate portal environment. You can think of it as a separate portal, where only added users have access.
  2. In the New tenant dialog box, fill in these fields:
      • Name
      • Description (optional)
      • Level (Smart or Complete)
      • Integration (accounting system)

3. Click Create. The tenant is added. You can add as many tenants as you need.

4. Click Close when you are done creating the tenants you need.

 

 

Change tenant level

  1. Click Administration.
  2. Click a tenant. At the top of the page, next to Description, you can see which level the tenant has.
  3. Next to the tenant name, click Edit.
  4. In the Edit dialog, in the Level list, select Smart or Complete.
  5. Click Save.

 

 

Create users in a tenant

On the Users tab for the tenant, you can manage existing users and add new users.

  1. Click the Users tab. Existing users are displayed in the list. NOTE: In the Search field, you can search for existing users.
  2. Click + Add users button.
  3. In the Enter email address field, either type in or paste in the email addresses separated by spaces, line breaks, commas, or semicolons. You can add up to 50 email addresses at the same time.
    NOTE: There is a validation process happening when you have added the email addresses. If an email address has the wrong format, it will appear in the Error field to the left. Hover over the Information icon to see the cause of the error. If the error is due to an invalid email address(es), you need to fix the address before you can move to the next step.
  4. Select User level, Role, Access permissions, System permissions, and Data accesses:
    • User level: Select between Basic user, Reporting user, Budgeting user, or Design user.
    • Roles: If the user(s) you want to add should belong to a role, turn on the switch for the role.
    • Access permissions: Use the switches to select the access permissions your user(s) should have.
    • System permissions: Use the switches to select system permissions.
    • Data access: Click the + Add button to give access to companies. Click Edit to limit the access permissions.
    • Other: It is possible to mark a user as an Auditor. The advantage of this is, for example, if users want to add temporary users and be able to easily identify such users.
      NOTE: Marking a user as an Auditor does not give the user any particular permissions or access rights.
      NOTE: Inherited permissions from roles: If you have added the user(s) to a role, you will see the inherited permissions and accesses, and the switches are deactivated.
  5. Click Create.

 

 

Change user level

  1. Click Administration.
  2. (If more than one tenant) Click a tenant.
  3. Click the Users tab.
  4. In the list, click a user.
  5. Next to the user name, click the Edit button.
  6. In the list, click Edit user.
  7. In the Edit user dialog, in the User level list, select the user level; Basic user, Reporting user, Budgeting user, or Design user.
  8. Click Save.

 

 

Overview of usage

To get an overview of users’ usage, we have added a Usage tab in Administration.

To access;

  • In Administration, at the top level (Customer level), click the Usage tab.

 

 

Publisher – Changes in handling of deleted reports used in Publisher jobs

If a report template that is part of a Publisher job is deleted (from Reporting), it is also removed from the Publisher job. Then, the owner of the job is notified either via e-mail or in Notifications. NOTE: If the deleted report is the only report in the Publisher job, the job will not be deleted.

 

Publisher – Possible to publish jobs weekly

It is now possible to schedule publisher jobs weekly.

 

 

 

Administration: Added search for Auditors in the Search users dialog

It is now possible to search for users who are Auditors in the Search users dialog box.

To search for users who are labeled as Auditor:

  1. In Administration, click the Search users button.
  2. In the Search for users field, enter is:auditor. Users who are labeled as Auditors are marked with A.

 

Integration-specific fixes

 

Integration Module Factset/Dimension Attribute/Measures Comment
Visma.net Sales Shipments – Added link between Period and ShipmentDate
Visma.net Multiple Multiple/Employee, Department, Project – Fixed an issue where dimensions with the same display name would be mixed up
Visma.net Multiple Multiple/Inventory – Fixed an issue where inventory attribute values with a blank description would not show up
Visma.net General Ledger, Budget OSR Budget/ Project Account Group – Added dimension Project Account Group
Visma Business Multiple Multiple/Country – Added dimension Country and linked it with Customer, Supplier, and Employee
Xledger General Ledger General Ledger GL Object Values 3,4 & 5 Added attributes
Visma Global Logistics Stock History – Added factset
Visma Global Logistics Stock History – Fixed an issue causing drilldown to fail on factset
24SO Multiple Multiple/Project Multiple Added multiple ext. fields on dimension
Tripletex Multiple Multiple/Project Category – Fixed an issue where Project Category dimension did not work in multi-company reporting
Tripletex Multiple Multiple – Fixed an issue where multiple dimension did not work in multi-company reporting
MS Dynamics AX Multiple INVENTABLE Multiple Fixed attribute types from measure to group