• How long is session timeout?

    Session timeout is set to 3 minutes. However, a keep alive ping is running every minute.

  • Where can I download latest version of Report Designer 5?

    Latest version of Report Designer 5 will always be available from the following link: https://portal.onestopreporting.com/reportdesigner/download

  • Is OneStop Reporting supported on MAC?

    Yes, we do support all newer browsers on all platforms. However, if you are using Report Designer we require Microsoft Windows with Microsoft Excel.

  • What version of Microsoft Excel is supported?

    Microsoft Excel 2013 (32- and 64-bit) and newer is supported. (Windows only)

  • What are the Technical Requirements for Report Designer 5?

    Windows 7 or higher (32-bit or 64-bit) or Windows Server 2012 or higher

    Microsoft Office Excel 2013 or higher, 32 or 64 bit

    CPU: Intel/AMD Dual core or better

    RAM: 4 GB or higher

  • How to install Report Designer on Citrix/Terminal server?

    When installing Report Designer on a Citrix/Terminal server, you need to grant the users access to run the DesktopLauncher.exe file (in the folder C:\Program Files\OneStop Reporting\DesktopLauncher) in group policy in Windows on the server.

    The users also need the following Registry Keys:

    For 64-bit Excel:

    [HKEY_LOCAL_MACHINE\SOFTWARE\Microsoft\Office\Excel\Addins\OneStop.ReportDesigner]
    "Manifest"="file://C:\\Program Files\\OneStop Reporting\\Report
    Designer\\ReportDesigner\\OneStop.ReportDesigner.vsto|vstolocal"
    "Description"="Reporting - Budgeting - Analysis"
    "LoadBehavior"=dword:00000003
    "FriendlyName"="OneStop Reporting 5.0"

    [HKEY_LOCAL_MACHINE\SOFTWARE\OneStop Reporting\Settings]
    "RepositoryServer"=-
    "RepositoryDatabase"=-
    "AutoConnect"=-
    "UICulture"=-

    For 32-bit Excel:

    [HKEY_LOCAL_MACHINE\SOFTWARE\WOW6432Node\Microsoft\Office\Excel\Addins\OneStop.ReportDesigner]
    "Manifest"="file://C:\\Program Files\\OneStop Reporting\\Report
    Designer\\ReportDesigner\\OneStop.ReportDesigner.vsto|vstolocal"
    "Description"="Reporting - Budgeting - Analysis"
    "LoadBehavior"=dword:00000003
    "FriendlyName"="OneStop Reporting 5.0"

    [HKEY_LOCAL_MACHINE\SOFTWARE\OneStop Reporting\Settings]
    "RepositoryServer"=-
    "RepositoryDatabase"=-
    "AutoConnect"=-
    "UICulture"=-

    [HKEY_LOCAL_MACHINE\SOFTWARE\WOW6432Node\SOFTWARE\OneStop Reporting\Settings]
    "RepositoryServer"=-
    "RepositoryDatabase"=-
    "AutoConnect"=-
    "UICulture"=-

  • Error message in the Portal, but not in Designer

    The OSR Sky Portal does not use Excel, but a third-party component to build the reports. This means that a few formulas may not be supported in the third-party component.

     

    Example of a formula that fails in the Portal:

     

    = SUMIFS(INDIRECT(“Fees!Mva_sum”);INDIRECT(“Fees!Mva_dato”);R4)

     

    In order for this formula to work, you must change all INDIRECT entries in formulas by adding ;0.

     

    Example of such a formula:

    = SUMIFS(INDIRECT(“Fees!Mva_sum”);INDIRECT(“Fees!Mva_dato”);R4)

     

    Change to:

     

    = SUMIFS(INDIRECT(“Fees!Mva_sum”;0);INDIRECT(“Fees!Mva_dato”;0);R4)

     

    With this formula, it means you are forcing the portal component to interpret it as an R1C1 reference instead of an A1 reference. Excluding the “zero”, it is always interpreted as an A1 reference in the Portal while Excel is a bit smarter and sees that it is actually an R1C1 reference.

     

     

    With regard to advanced period features, we have a solution guide on this: http://support.onestopreporting.com/support/solutions/articles/1000152763-advanced-period-functions

  • New User – Accept Invitation

    1. Open https://portal.onestopreporting.com/ and log on with your clienthost administration user (provided by OneStop Reporting)
    2. Go to Settings – Administration – click the users tab
    3. Click +New
    4. Enter the user email address:

     

    1. Your user will receive an email with an Invitation where they have to click the Accept Invitebutton.
    2. By accepting the user has to fill out their name, password and accept the Terms.

     

    If you don’t receive this invitation you can click on the user and see if the client is in pending status. This means the user has got the accept invite email, but if they don’t find it please check spam.

     

    ! The accept invitation will be valid in 7 days, if not accepted by then you have to resent a new invitation. This can be done by clicking on the user and Click to resend invitation button.

  • Email notification

    In Notification settings, you can select how you would like to get your notifications; by email, in a banner in the Portal or on your mobile and devices.

    Email notifications are by default turned off. If you want to receive emails with your notifications, you must enable the Email notification functionality;

    1. Click Notification.
    2. Click the Notifications settings menu option.
    3. On the Notification settings tab, under Notifications, turn on the  Send me email switch.

     

  • How to install Windows on MAC

    In order to use Report Designer you need Windows and Microsoft Excel installed.

    Here is an external article describing how to install Windows on a MAC: https://www.imore.com/how-install-windows-your-mac-boot-camp

    NB! You need to have a  valid license for Microsoft Excel for Windows.

  • Locked out due too many failed attempts

    If you have written your password wrong six times, you will be locked out for 30 minutes. After that you can try again.

     

  • Error message: You do not have Javascript support

    If you try to log in to the Portal using Internet Explorer and recive the error message:

    You have to remove the following checkbox in Compatibility view settings

     

  • Date, time and numbers

    Because English is the standard format for OneStop Reporting, it also follows the English standard for time, date and how numbers appear.

    To change the language for the portal;

    1. Click Settings > User Setting.
    2. On the My profile tab, use the drop-down list to select your preferred language.

     

    Now, the format for date, time and numbers will change according to the language you have selected here.

     

  • Where can I find information about The General Data Protection Regulation (GDPR)

    Log in to your Portal (https://portal.onestopreporting.com/). Under your profile click About. Click the Data Processing Agreement link, which will send you to the link https://onestopreporting.com/data-processing-agreement/?lang=en

     

    Note! If the link sends you to onestopreporting.com, go back to the Portal and click the Data Processing Agreement link again.

     

     

  • How can I remove an access filter?

    Click Settings → Administration → Roles → Data Access → Select Company → Select Edit button to open the Set access filter page. The button to the right on the filter will show when you hover it with the mouse:

  • How can I set an access filter?

    Click Settings → Administration → Roles → Data Access → Select Company → Select Edit button to open the Set access filter page. Drag the selected filter over and press Save.