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Install OneStop Reporting On-Premise
Notifications
Notifications
Report Designer
Install Report Designer
Introduction
Report Designer user interface
One Stop Reporting Excel ribbon
Report Properties
Options
1. Designer tab
2. Application tab
Layout Editor
Report Designer menu
Connecting to the OSR Cloud
Designing reports
Report building options
Modules from the ERP system
Data items
Period Functions
Report parameters
Report Parameters Wizard
Report Parameters button
Report Parameters Layout Editor
Layout Editor
Filters
Operators
Dimension Lookup
Grouping and sorting
Grouping
Sorting
Period aggregation
Expanding groups
Expanding Groups in an Expanding Group
Advanced period formulas
Property hierarchy
Copy and paste
Expressions and KPIs
Expressions
Use expressions in reports
KPIs
Use KPIs in reports
Examples: Create Expressions and KPIs
Create expressions: INCOME and COGS
Create KPI based on Expressions
Create KPI based on Measure
Drilldown
Drill-To
Drill-To Definitions
Configure a Drill-To definition
Linking sheets
Formatting data with leading zeros in Excel
Static mode for reports: Remove or keep formulas in run report
Use of macros
Built-in Excel security
Page setup for reports
Running reports
Running a report
Publishing a static report
Archive
View reports
Drilldown and voucher view
Work with playlists
Add reports to playlist
Assignments
Generate assignments
Work with assignments
Reporting
Get report templates
Duplicate report template
Create new report template
Edit report template
Open report template
Run report
Add comment
Publish report template
Share report
Archive report
Export report to Excel
Export report as PDF
View report log
Package report templates
Manage categories and share your report templates
Change name of reports
View and change ownership of reports
Download Templates
Budgeting
Create new budget template
Create budget template in Report Designer
Get budget templates
Edit budget template
Open budget template
Run budget template
Edit budget data
Spread function
Adjust function
Add line item details
View budget history
Assign budget template
Duplicate budget template
Publish budget template
Manage categories in Budgeting
Publisher
Publisher: Overview
Create a new publishing job
Edit an existing publishing job
Delete an existing publishing job
View log of a publishing job
Data Manager
Data Manager
Workflow
Create new workflow
Duplicate workflow
View published workflow
Workflow status
eLearning
Data connection
Create new or edit data connection (on-premise)
Administration Settings
Administration
Administration
Administration for top level
Search for clients, companies and users
Require Multi-Factor Authentication for all users
Multi-Factor Authentication
Reset Multi-Factor Authentication
Add administrators for top level
Create a new client
Create new group
Organize clients in groups: An example
Organize clients and groups in the tree structure
Search for users
Administration for group level
Add group users
Administration for client level
Add Free Text information to companies
Add integrations to a client
Create new role
Add members to a role
Manage permissions for a role
Set data access for a role
Create users in a client
Set permissions and data access for a user
User types and client levels
Remove users
Change ownership of content
Remove user and move content to another user
Move content to another user
Receive content from another user
System Settings
Edit portal URL
Voucher Service
E-mail settings
Active Directory
Drilldown layout
Example: Change drilldown layout
Distribution rules
Budgeting setup (on-premise ERP systems)
Technical Requirements
Other
Sign in with Microsoft: Azure Active Directory
Virtual Company in Microsoft Dynamics AX
Administration Settings
»
Administration
»
Administration
»
Administration for client level
» Change client level
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