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.
If you plan on having multiple people involved in downloading and editing reports and budget forms, as well as sharing reports in OneStop Reporting, you should decide on a routine for this. We suggest to give one person, or a group of people, the responsibility of editing and sharing reports.
First, it is important to understand a few things about reports and sharing of reports in the OneStop Reporting Portal:
In OneStop Reporting, there is a difference between a report (executed) and a report template.
There are two ways to share reports:
When it comes to sharing reports and templates, there are a few things you should know:
Be also aware:
Best practice would be to have one person or a group of people that work closely together in charge of the reports and the sharing of these.
Best practice would also be to change the name of a report template if you know you will be making changes to it. For templates, only the person that downloaded the template the first time is considered “owner” of the document and can change the name of it (or delete it). However, the owner of a report can assign a new owner. To see who’s the owner of a report, click the top part of the report and click i to see the back of the card.
Also, make users aware that anyone can duplicate reports. Whoever is in charge of the reports should make their users aware that if they will be making their own versions of a report, they should make duplicates and change the name of the reports and work on those rather than working on the “master” document. When you duplicate a report template, then it is copied and added to the list with the same status (draft or published) as the original report template.
It is also highly recommended to decide on a naming convention for your documents.
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.
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.
This is because SpreadJS (which is used for the thumbnail function) currently doesn’t support charts.
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.
This is because you have not been granted access to view vouchers from Settings → Administration → Select group → Select Users → Premissions and add or remove:
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.
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.
If you want to remove a report from a category within Live Reporting, take these actions:
If you want to add the report to another category, select () the checkbox for the other category in the same dialog box.
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:
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.
If you are running a report in Live Reporting and the formulas do not behave as expected, or if you want to be able to make calculations in run reports, you may want to Keep formulas in the report template.
Keep formulas in run reports;
All formulas in the generated report are now kept during processing.