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.
In order to create a backup of the report definition file, you may use the download button in upper right corner within Live Reporting:
You may select multiple reports to download in one action by selecting multiple reports before clicking the Download button.
You can turn Excel grid on and off using the “Toggle header visibility” option within Settings in the upper right corner when opening a report i Live Reporting:
The result will look like this:
If you want to remove a report from a category within Live Reporting, please do as follows:
If you want to add the report to another category, simply check the checkbox for the other category within the same view.
First you need to create a category “parent”, and then you can create a category which can be shared. Click the Share button on the category:
You can download the OSR Reports (example reports) from the Get Reports function within Live Reporting:
Select the reports you want to download and press “Install”:
If you want to undo your changes after changing a report in Designer, you can undo the draft in OSR Portal: Select the draft report >> Click the “i” symbol:
Then click the “Undo edit” button:
Note! The report needs to still be in draft mode in order to be able to use this functionality. If the report has already been published, then the changes cannot be reversed.
This is because you have not been granted access to view vouchers from Administration >> Data Access >> Permissions:
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. So in order to be able to restore the report you need to find the user who did create/edit 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.
This is because SpreadJS (which is used for the thumbnail function) currently doesn’t support charts.