2020


February to June

Version: v5.2.30709.0843

 

What’s New

  • Drilldown layout
  • Change ownership of content
  • Visma Business: New open entries report templates
  • Publisher: Send reports as PDFs
  • Administration: Add information about companies
  • Administration: Create Company and User list reports
  • Administration: Search for tenants, companies, and users in the data tree
  • Visma Business: Visma Reporting History Customer and Supplier
  • Visma Business: New open entries report templates
  • New e-learning courses
  • Fixes

Drilldown layout

You can now customize the default drilldown view to display fields of your choice and in the order of your preference.

NOTE: You need the Can customize drilldown layout permission to customize the drilldown view.

 

NOTE: The drilldown view you specify is global (within a company). If you, for example, drill down to General Ledger transactions, the drilldown view will look the same in all reports.

 

Icon Description
Dimensions: These are dimensions from the ERP system, such as General Ledger, Sales, etc.
Fields: These are fields from the selected dimension, such as Account, Account Name, Status, etc.
Amounts

 

 

Customize the drilldown layout

  1. Click Settings.
  2. Click Drilldown layout.

 

 

3. (If you have access to more than one company.) From the Select company menu, select the company you want to edit the drilldown for.

4. Under Select dimension, select the module for which you want to edit the drilldown view. For example, if you want to customize the drilldown for reports on General Ledger transactions, click the General Ledger folder.

5. Under the module folder, select a dimension, such as, General Ledger Transactions.
Now, two panes open:

    • Available fields: These are the fields you can select to include in your custom drilldown.
    • Drilldown layout: Here you perform the editing of the drilldown view.
      NOTE: Use default is the default drilldown layout provided by OneStop Reporting.

 

 

6. To start customizing the drilldown view, click the Customize button.
NOTE: When you click the button, you will see a new field in the Drilldown layout list; Field being drilled down. This is the field in the report where the end users click to drill down from. Usually, this will be an amount, such as Net Amount.

7. Edit the drilldown as you want:

    • To add fields to the drilldown; under Available fields, open a fields folder, such as Account, and click Add.
    • To remove a field from the drilldown; under Drilldown layout, click Remove.
    • To change the order of the fields; under Drilldown layout, drag and drop the fields.

8. Click Save.

 

Revert to default drilldown layout

  1. Click Settings.
  2. Click Drilldown layout.
  3. (If applicable) From the Select company menu, select the company you want to edit the drilldown for.
  4. Under Select dimension, select the module for which you want to edit the drilldown view.
  5. Under the module folder, select a dimension.
    NOTE: The customized drilldown dimension is marked with (customized).
  6. Under Drilldown layout, click Use default.
  7. Click Save. The drilldown layout is changed back to the default layout.

 

Example: Change drilldown layout

In this example, we have a default drilldown view as shown in Figure 1.

In the figure, you can see how the default setup looks in the Drilldown layout editor, and in the drilldown view from a run report. As you can see, the order of the columns matches the order in the Drilldown layout section.

NOTE: The dimensions and fields may have different names in your ERP system.

 

Figure 1 Default drilldown view

 

We want to make the following changes to the drilldown layout for reports based on General Ledger Transactions.

  • Remove the Region field.
  • Move the Net Amount after Description.
  • Add Status field.

 

We take the following steps:

  1. Click Settings.
  2. Click Drilldown layout.
  3. Under Select dimension, click General Ledger folder, then click General Ledger Transactions.
    NOTE: The module, dimensions, and fields may have different names in your ERP system.
  4. Under Drilldown layout, click Customize.

 

5. Under Drilldown layout, next to Region, click Remove to remove the Region column from the layout.

 

6. Under Drilldown layout, move Net Amount after Description.

 

7. Under Available fields, open the Account folder and next to Status, click Add.
 The Status column is added to the drilldown layout.

 

8. Click Save.

If we now run a report in Live Reporting, such as a Profit and Loss report, and drill down, we can see the following effects of the customizing in the figure below:

  • the Region column is removed
  • the Net Amount column is moved
  • a Status column is added.

 

Drilldown before customizing

 

Drilldown after customizing

 

 

Change ownership of content

It is now possible to move content in OneStop Reporting from a user to another user. This ‘change ownership’ functionality can be useful for transferring content, for example, when a user is removed/deleted from a tenant in the portal. A typical situation where this functionality is applicable is when a user ends their employment and another user should inherit their work in the portal.

NOTE: You can only transfer content at the tenant level. Consequently, if the original user is a group user, you must move content from the user for each tenant in the group.

Examples of content that can be moved:

  • Reports/Budgets:
    • Reports, Budgets, Report Packages, Categories, Shared Reports to users.
  • Workflows:
    • Workflows, assignments, reviewers, and approvers. NOTE: The removed user’s Activity log is not transferred. In that way, comments made by the removed user will not be taken over by the new user.
  • Publisher jobs:
    • Publisher job definitions.
  • Connections
    • The credentials for the connections are removed and ownership taken over by the receiving user.

 

Remove user from a tenant and move content to another user

NOTE: There are a few things to consider when moving content: You need to make sure the receiving user has the appropriate licenses, roles, permissions and data accesses or the user might not see all the moved content. Also note that all history of reports and jobs will be removed. If you want to keep historic runs of a report, you need to first send it to the archive, before moving the content.

  1. Click Administration.
  2. (If you have more than one tenant) Click the tenant.
  3. Click Users tab.
  4. Click user.
  5. Next to the user’s name, click the Options menu.
  6. Click Remove user.

NOTE: If the user is a Group user, there will be no option to remove user, only to transfer content. The group user must be removed from the group level.
The Confirm remove user dialog box opens. You will see a list of content that exists on the user’s profile.

7. In the Move content and remove user dialog box, select the Move content before removing user checkbox.

8. (For cloud connections) Clear cloud data connection credentials checkbox.

    • Selected : Removes credentials for existing data connections. If you select this option, the receiving user must reauthenticate (set new password) the data connection. Otherwise, the data import jobs will not be run.
    • Deselected : The current credentials are kept.

NOTE: For both options described above, the receiving user will be able to see all companies that those connections have access to in the connected systems.

9. Under Move content to, select the user you want to transfer content to.

10. Click Next.

11. In the Confirm action dialog box, confirm the action by entering the name of the user being removed.

12. Click the Start moving button.

 

Move content to another user

You can also move content to another user without removing the user.

NOTE: There are a few things to consider when moving content: You need to make sure the receiving user has the appropriate licenses, roles, permissions and data accesses or the user might not see all the moved content. Also note that all history of reports and jobs will be removed. If you want to keep historic runs of a report, you need to first send it to the archive, before moving the content.

  1. Click Administration.
  2. Click tenant.
  3. Click Users tab.
  4. Click user.
  5. Next to the user’s name, click the Options menu.
  6. Click Move content.

7. (For cloud connections) In the Move content dialog box, Clear cloud data connection credentials checkbox.

    • Selected : Removes credentials for existing data connections. If you select this option, the receiving user must reauthenticate (set new password) the data connection. Otherwise, the data import jobs will not be run.
    • Deselected : The current credentials are kept.

NOTE: For both options described above, the receiving user will be able to see all companies that those connections have access to in the connected systems.

8. Under Move content to, select the user you want to transfer content to.

9. Click Next.

10. In the Confirm action dialog box, confirm the action by entering the name of the user being removed.

11. Click the Start moving button.

 

Receiving user takes over content from user

The receiving user will get an email from the system, informing that he or she has received content in OneStop Reporting.

NOTE: If the Clear cloud data connection credentials checkbox was selected when moving the content, all credentials for data connections to the cloud ERP system has been cleared. You must reauthenticate them to be able to import data.

 

Live Reporting/Budgeting

  • Categories taken over from another user is labeled with a truck icon.
  • Reports/budget templates taken over from another user is marked with “Moved from” on the report card.

 

Publisher

  • Publisher jobs taken over from another user will still run as scheduled by the original user.
  • Publisher jobs (definitions) taken over from another user shows the original user in the Moved from column.
  • The new user can edit the publishing jobs they have taken over, and can reschedule, add/remove users from the jobs, etc.

 

Get data

  • Connections: Credentials for the connection are removed and ownership changed to the receiving user.

 

Workflow

Workflows, assignments, reviewers, approvers are moved. The moved workflows are shown with the name of the previous owner in the Moved from column.

 

Assignments

The receiving user might get new assignments if the previous content owner had assignments in a moved workflow, such as reviewer or approver. The workflow card will then show the user the workflow assignment is moved from.

 

Publisher: Send reports as PDFs

Users can now send reports as PDFs from Publisher.

  1. In Publisher, click New or Edit.
  2. Under Recipients, click the Destinations tab.
  3. Under User’s email, select the Send reports as PDF checkbox.

NOTE: To get proper PDF formatting, check that the print area is set correctly in the report template. For more information, see Page setup for reports

 

Administration: Add information about companies

On the Companies tab at the tenant level, administrators can now add information about the companies, such as company code, internal project number, or other free text information. Later, the information can be used when using the new reporting tool described below.

To add company information;

  1. Click Settings.
  2. Click Administration.
  3. Click tenant.
  4. On the Companies tab, in Free 1, Free 2, or Free 3 fields, enter your free text information.

 

Administration: Create Company and User list reports

There is now a new Reports tab for administrators on the top level where they can create Company List and User List reports. Administrators can use information they have added to the Companies tab at the tenant level to create the Company List report.

  1. Click Settings.
  2. Click Administration.
  3. Click Top level.
  4. Click Reports tab.
  5. Click Download as CSV or Export to Excel.

Example of report exported to Excel

 

Administration: Search for tenants, companies, and users in the data tree

Administrators can now search for users and companies, in addition to the existing search for tenants.

NOTE: You must have access to at least two tenants to be able to see the Search box.

To search for users, companies, or tenants;

  1. Click Settings.
  2. Click Administration.
  3. In the Search box, enter at least three characters to search for users, tenants, or companies. For users, you can search by display name or e-mail address.

 

Visma Business: Visma Reporting History Customer and Supplier

After several of customer requests, we are pleased to announce that we have finally implemented Visma Reporting History Customer and Supplier (‘historiske åpne poster’) logic. This means you can now create reports that retrieve open entries for Accounts Receivables and Payables back in time. In addition, we also have reports using this logic available in the Marketplace (in Norwegian). Subsequently, the previous historical factsets will be removed. Reports built with these will still run successfully; however, no new reports can be built on these factsets.

Visma Business: New open entries report templates

For our Norwegian customers, open entries report templates for Accounts Receivables and Payables, for customers and suppliers, are now available here. These reports are built on the new Visma Reporting History Customer and Supplier (‘historiske åpne poster’) logic we have implemented (see above).

 

 

New e-learning courses

Administration – Change ownership of content

We have created a new course in OneStop Reporting e-Learning. In this course, users learn how they can transfer content from one user to another.

 

Courses for admins

We have created two new e-learning short videos for administrators:

Administrators at different levels: In this video, we show you what rights and accesses administrators at different levels have in OneStop Reporting. We look at how the administration page looks like for an administrator at the top level, the tenant level, and the group level. We will also go through rights and at which level they can manage users.

Limit users’ data access: In this video, you learn how you can limit the data access for a user.

 

Report Designer – Property hierarchy

In this course, we take a look at how the property hierarchy works for report definitions in Report Designer; that is, the relationship between sheet, row, column, and cell level.

Report Designer – Report Parameters: In this course, we take a look at how the report parameters work for report definitions in Report Designer. Users learn how Report Parameters is one of the components in OneStop Reporting that allows designers to create a dynamic report so that the same report template can be used for multiple reports with minimal adjustments. More specifically, users learn how to create new parameters, edit existing parameters, how they can be used to create sheet per value, and how to hide parameters and insert a default parameter value.

 

Fixes

  • Long customer names display: Customers who have long customer names have experienced that the name in Administration will only display 30 characters, and thus, will not show the entire customer name. We have fixed this by allowing users to see the whole name by mousing over the customer name.
  • Publisher: We have fixed an error that sometimes would occur when running Publisher reports that included certain Date parameters.
  • Administration: We have extended the number of characters users can enter in Role names. In this way, users can have role names with up to 50 characters.
  • Get Data: Changed texts for Data Import Job options. Some of our customers have reported that they found the texts for the import options a bit unclear, such as understanding that when using the option Last month, this would import data for the past month until today. We have therefore changed some of the texts in the Select Data dialog box, accessed either from the Data Import wizard or from Get Data > Data Import Jobs > New/Edit. We have changed the text to read “Import data from” and added “and onwards”. In addition, we have changed some of the date option texts for added clarity.

 

 

  • Publisher – Drop-down lists: We have fixed an issue where some users have reported that sometimes they cannot see the drop-down lists for templates and/or users.
  • Budgeting – Values for reference data in Line Item Details: We have fixed an issue where some users have received wrong reference data values in the Line Item Details. The issue was reported for Visma Business in reports with double expansions on rows where accounts were grouped per information fields. In these circumstances, the system would retrieve totals for all accounts within the selected information fields. The issue is now solved.
  • Budgeting: Added Save data button in full-screen mode: We have added the Save data button when users enter full-screen mode in Budgeting.
  • Live Reporting/Budgeting: Widened the parameter drop-down field: We have widened the parameter drop-down list field so customers with parameters with long names can see the whole text when making a selection.