2023



August 2022

What’s New

 

Administration: New feature for mass updating tenant levels

NOTE: Only visible for administrators at the top (customer) or group level

We are currently working on a completely new Administration page for easily managing your users, tenants, groups, and customers in OneStop Reporting. While we are working on the new features, we have released a preview of the new administration page where you can mass update the tenant levels.

We will continue to add more features to the new Administration page, so please come back to check for more updates. In time, this new Administration page will replace the current Administration page.

 

Mass-update tenant levels

1. Go to Administration.

2. On the Overview tab, click the Go to the new Administration button.

3. Select tenants.

4. Click the Change tenant level button.

5. In the Change tenant level dialog, select tenant level from the list. NOTE: You can see which tenants you selected by clicking the blue text.

WARNING: By upgrading the tenant level, there may be an additional cost to your subscription. By downgrading the tenant level, there might be reports that are removed, report packages that will have their reports removed as well as Publisher jobs that will lose their reports. For more information about the tenant level, see User and tenant level. For information about distributing reports to users, see the section below about the new Distribution page.

6. Click Confirm. The tenant levels for the selected tenants are now changed.

NOTE: If you accidentally downgraded a tenant to the Start level, you can get the removed reports back if you upgrade the tenant within ten days. (Eventually, this period will be shorter.)

NOTE: You can also change the tenant level per tenant in the same manner as you could before.

 

New Distribution page

We have created a new page for distributing reports in OneStop Reporting. The new Distribution page offers easy sharing of report templates by allowing users to move or copy report templates between tenants in just a few clicks.

NOTE: You need to be a top or group level administrator to see the Distribution page.

 

Overview: Distribution

Top level, groups, and tenants

On the left-hand side of the page, you see your top level (if you are a top-level administrator), groups (if any), and tenants. The structure is the same as on the Administration page.

NOTE: Start level tenants are not shown in the tree structure and they can only receive reports distributed from the top (customer) level.

  1. Top level
  2. Group level
  3. Tenant level
  4. Import report templates

 

See which reports you have distributed

The reports shown to the right are distributed reports that are distributed from that specific level.

Reports distributed to the “North” group are in turn distributed to the tenants in the group.

 

Where can I see where reports are distributed from?

In Reporting, you can see where your reports are distributed from.

 

Get report templates from OneStop Reporting

  1. Click Administration.
  2. On the Overview tab, under Settings, turn ON the Allow receiving reports from OneStop Reporting switch. You can do this for all tenants by turning on the switch at the top level, or you can turn the setting on for individual tenants.
    If you have turned on the switch for the top level, all users in all tenants will receive the standard OneStop Reporting report templates in their Reporting library. If you have turned the switch on for a specific tenant, only the users in that tenant will receive these templates.

NOTE: The Get reports button is now removed from Reporting.

NOTE: Only administrators at the top level can access the Distribution settings.

 

 

Distribute reports to the top (customer)level

By distributing reports to the top level, you distribute the report(s) to all tenants under that level. NOTE: Only administrators at the top (customer) level can distribute reports to all tenants.

  1. Click Distribution.
  2. In the tree structure, click the top level.
  3. Click the Import button.
  4. In the Import from list, select the tenant or group you want to distribute the reports from.
  5. (If not already selected.) In the Import to list, select the customer (top level) you want to distribute reports to.
  6. In the Templates list, select the report template(s) you want to distribute.

NOTE: By performing this action, you will remove or replace the report(s) from the source tenant or group and there will only be one version of the report(s). The report is now owned by the target destination which in this case is the top level (customer). Any changes made to the report(s) will be reflected in all tenants that have this report.

If you would instead like to have copies, you can select the Import copies checkbox to create copies. In this instance, there will be two versions of the report(s) and they are not connected. This means that any changes to one of them will not be reflected in the other one.

 

7. Click Import.

8. Are you sure you want to move report? dialog, click Confirm.
NOTE: You can see which tenants you are distributing the report(s) to by clicking the blue tenant text. Keep in mind that reports distributed to the Top (customer) level are automatically distributed to Start level tenants, even though you cannot see these in the Import to list.

 

Distribute reports to the group level

By distributing reports to the group level, you distribute the report(s) to all tenants under the group level. NOTE: You need to be a top-level administrator or Group administrator to see the Distribution page.

  1. Click Distribution.
  2. In the tree structure, click the group you want to import reports to.
  3. Click the Import button.
  4. In the Import from list, select the level you want to import reports from.
  5. (If not already selected.) In the Import to list, select the group you want to distribute reports to.
  6. In the Templates list, select the report template(s) you want to distribute.

NOTE: By performing this action, you will remove or replace the report(s) from the source tenant or group and there will only be one version of the report(s). The report is now owned by the target destination which in this case is the group you selected to import to. Any changes made to the report(s) will be reflected in all tenants that have this report.

If you would instead like to have copies, you can select the Import copies checkbox to create copies. In this instance, there will be two versions of the report(s) and they are not connected. This means that any changes to one of them will not be reflected in the other one.

7. Click Import.

8. In the Are you sure you want to move report? dialog, click Confirm.
NOTE: You can see which tenants you are distributing the report(s) to by clicking the blue tenant text. Keep in mind that reports distributed at the group level are not distributed to Start level tenants, as they can only get reports from the top level.

 

Distribute reports to the tenant level

By distributing reports to the tenant level, you move the report(s) to those specific tenants.

NOTE: You need to be a top-level administrator or Group administrator to see the Distribution page.

  1. Click Distribution.
  2. In the tree structure, click the tenant you want to import reports to.
  3. Click the Import button.
  4. In the Import from list, select the level you want to import reports from.
  5. (If not already selected.) In the Import to list, select the tenant you want to distribute reports to.
  6. In the Templates list, select the report template(s) you want to distribute.

NOTE: By performing this action, you will remove or replace the report(s) from the source tenant or group and there will only be one version of the report(s). The report is now owned by the target destination which in this case is the tenant you selected to import to.

If you would instead like to have copies, you can select the Import copies checkbox to create copies. In this instance, there will be two versions of the report(s) and they are not connected. This means that any changes to one of them will not be reflected in the other one.

7. Click Import.

8. In the Are you sure you want to move report? dialog, click Confirm.
NOTE: You can see the tenant you are distributing the report(s) to by clicking the blue tenant text.

 

Delete report templates

  1. Click Distribution.
  2. In the tree structure, select the level you want to delete the report template from.
  3. In the Templates list, select the report template(s) you want to delete.
  4. Click Delete.
  5. In the Delete report confirmation dialog, click Yes.

 

Administration: Settings for OneStop Reporting report templates

We have added a new setting for allowing tenants to receive reports from OneStop Reporting. For existing customers, this switch is turned OFF by default. For new customers, this will be turned ON for all tenants. The setting can be applied at the top (customer) level for all tenants, or you can adjust the setting for each tenant.

NOTE: Only visible for administrators at the top (customer) level.

 

Allow users to receive reports from OneStop Reporting

  1. Click Administration.
  2. Select the top, group, or tenant level for which you want to apply the changes.
  3. On the Overview tab, turn on the Allow receiving reports from OneStop Reporting switch.

You now allow users to receive the standard OneStop Reporting reports to their libraries.

 

Consequences of the new Administration and Distribution pages

Considerations

Upgrading or downgrading your tenant levels:

By upgrading the tenant level, there may be an additional cost to your subscription.

By downgrading the tenant level, there might be reports that are removed, report packages that will have their reports removed as well as Publisher jobs that will lose their reports. For more information about the tenant level, see User and tenant levels.

 

Should you turn on the “Allow receiving reports from OneStop Reporting” switch for your tenants?

Turning on the switch allows your users to receive the standard OneStop Reporting reports from Distribution. This may lead to duplicate reports in your users’ report library. They will have one that is affected by any changes made to the standard report, and one that is autonomous and only resides in that specific tenant’s library. This is even the case if the report in question is a standard OneStop Reporting report that you downloaded in the past from the Get templates marketplace in Reporting. Please note that you can see from where the report is distributed on the report card.

 

Check your Reporting library, Publisher jobs, and report packages

After changing any tenant level, we strongly encourage you to check your reports in Reporting in the various tenants.

In addition, you may want to check Publisher jobs as well as report packages to check that they include the reports you expect.

 

Editing report templates

Same as before, you can edit reports in Report Designer. You select the report, click Edit, make your changes in Report Designer and save it. The report will now get a Draft status and only you can see the changes. If you click Publish, the changes can be seen by anyone using the report, including report packages and Publisher jobs. NOTE: You need to have administrator rights at the same level as the report is distributed from to be able to edit distributed reports. For example, if you are a Group administrator, but the report is distributed from the top level, you will not be able to edit that report.

 

What happens to my Categories?

Distributed reports cannot be categorized. Consequently, if the administrator has moved a report so that it is now distributed from the top or group level, the report will be removed from the category.

However, your local reports can be categorized and shared in the same way as before.

 

Publisher jobs and distributed reports

When selecting report templates for your Publisher job, you can now see where the template is distributed from.

 

What happens if a report is removed from Distribution that is part of a Publisher job or a report package?

The owner of the Publisher job or report package will receive an email stating which report(s) is removed. If there are no reports in the Publisher job, the job will fail and the owner will be notified.

 

How about budget templates?

Budgeting templates are not affected by the new Distribution page. That means you get budget templates in the same manner as before.

 

Integration-specific Fixes

 

Integration Module Factset/Dimension Attribute/Measures Comment
Visma.net Account Receivable CustomerInvoiceLine Cost Added a measure field for Cost. Users will now be able to make KPIs (for example profit) per invoice line.
Visma.net Purchase PurchaseOrderLines Fixed an issue where Fixed Project would not give values in PurchaseOrderLines.
Visma Global Sales Customer Order Copy Lines/Article Added Article as a dimension in Customer Order Copy Lines.
Visma.net Multiple Multiple Amount Fixed issue where credit notes didn’t show up in the Amount Measure, only in “Amount Currency”.
Visma Business Group Reporting Global Budget Transactions Text Added text attribute.
Visma Business Group Reporting Global Open Customer/Supplier Transactions’ Value Date Added date attribute.
Visma Business Group Reporting Multiple/Cap Asset Class No. Cap. Asset Account Added attribute for capital asset account in factsets Order lines and Global Capital Asset Transactions.
Xledger Multiple Multiple Ext. Free Fixed an issue with parameter filter that showed incorrect values.
Xledger General Ledger Purchase Order Detail. Multiple Added factset Purchase Order Detail.