Frequently Asked Questions about Live Reporting

  • Why are my reports not updated?

    The data is not updated live. If you have made postings lately, please check if the transfer job has been run in order to update all data/transactions.

  • How can I create a backup of the report definition?

    To create a backup of the report definition file, you can use the  Download button in the upper right corner within Live Reporting:

     

    You can select multiple reports to download in one operation by selecting multiple reports before clicking the  Download button.

  • How can I add Excel grid to my reports?

    You can turn the Excel grid on and off using the Show/hide Excel headings option in the upper right corner of your report:

     

     

    The result will look like this:

     

  • How can I remove a report from a category?

    If you want to remove a report from a category within Live Reporting, take these actions:

    1. Locate the report either by opening the category, or in the list of all available reports.
    2. Select the report (click once in the top section, do not open).
    3. In the menu that appears on the top, click Categorize.
    4. In the Assign to categories dialog box, clear the () checkbox for the category.
    5. Click Apply.

    If you want to add the report to another category, select () the checkbox for the other category in the same dialog box.

  • How can I share a category?

    1. Create a category parent.
    2. Create a category that can be shared.
    3. Click  Share in the category.

     

  • How can I get the OSR Reports (example reports)?

    You can download the OSR Reports (example reports) from the  Get templates button within Live Reporting:

     

    Select the reports you want to download and click Install:

     

    HINT: You can select all templates by clicking the  Select all button.

     

  • How can I undo changes done to a report in Designer?

    If you want to undo your changes after changing a report in Report Designer, you can undo the draft in OSR Portal: Select the draft report 

    Click the   icon:

    Then click the Undo edit button:

    Note! The report needs to still be in draft mode to be able to use this functionality. If the report has already been published, the changes cannot be reversed.

  • Why do I receive a message telling that I do not have access to voucher viewer?

    The message:

    This is because you have not been granted access to view vouchers from Settings → Administration → Select group →  Select Users →  Premissions and add or remove:

  • How can I restore a deleted report?

    If you have deleted a report from Live Reporting, we currently don’t have a trash to restore it from. However, when you create/edit a report it will be stored locally on the disk you are working on. To be able to restore the report, you must find the user who created/edited this report. Locally on his/her machine there is a copy of the file. Open another report on his/her computer → go to File → Info → Related Documents section:

    Locate the file in this OSR folder and use the upload function within Live Reporting to import the file into the Portal again.

  • Why doesn’t chart show on the thumbnail?

    This is because SpreadJS (which is used for the thumbnail function) currently doesn’t support charts.

  • Report Package

    Making a report package, you have to go to Live Reporting → mark the reports you want → click Add to package.

     

    Note! You will not be able to download the report package, this can only be done by clicking on one and one report.

  • Share reports

    To share a report, go to Live Reporting and click +New Category. You can choose the reports that you want to share by marking the reports and click Categorize to enter the same category.

     

    When you have placed them in the Category you have created, you can Share the reports by holding over the category and find the Share button.