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Settings
Reporting settings
Notifications settings
Budgeting settings
Distribution
Home
Change client
User settings
My profile
Enable Multi-Factor Authentication
Install and set up Authenticator app
Sign in to OneStop Reporting with Multi-Factor Authentication
Change Multi-Factor Authentication device
Disable Multi-Factor Authentication
Reset Multi-Factor Authentication
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
Report Configuration
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
Period aggregation
Filters
Operators
Dimension Lookup
Grouping and sorting
Grouping
Sorting
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
Best practices for creating consolidated 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
Mark reports as favorites
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
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
Search and Filter
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
Edit budget template in published workflows
Data connection
Create connection (for on-premise ERP systems)
Install OneStop Reporting Cloud Agent
Move OneStop Reporting Cloud Agent to another machine
Administration
Search for clients, companies, users, and roles
Manage clients and units
Create a new client
Change client levels
Move client
Create new group
Delete clients
Delete group
Manage companies
Add Free Text information to companies
Manage users
Search for and filter users
Add users
Edit users
Change user levels for multiple users
User types and client levels
Change ownership of content
Move content to another user
Receive content from another user
Add company access for multiple users
Assign roles for multiple users
Limit data access for a user
Delete user(s)
Manage roles
Create roles
User Roles and Report Labels
New Roles Across Clients
Customer settings
Multi-Factor Authentication
Reset Multi-Factor Authentication
Usage – See license usage and create reports
Administration Settings
System Settings
Edit portal URL
Voucher Service
E-mail settings
Active Directory
Drilldown layout
Example: Change drilldown layout
Distribution rules
Multi-Company setup
Budgeting setup (on-premise ERP systems)
Technical Requirements
Data connection
» Install OneStop Reporting Cloud Agent
Please refer to
Cloud Agent
for information and how to install the Cloud Agent.
Move OneStop Reporting Cloud Agent to another machine