Data Manager

Dashboards
Settings
- Reporting settings
- Notifications settings
- Budgeting settings
Home
- Change client
Distribution
User settings
- My profile
Notifications
- Notifications
Report Designer
- Install Report Designer
- Introduction
  - Report Designer user interface
  - Connecting to the OSR Cloud
- Designing 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
- 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
- Assign budget template
- Duplicate budget template
- Publish budget template
- Manage categories in Budgeting
Publisher
- Publisher: Overview
Data Manager
- Data Manager
Workflow
- Create new workflow
- Duplicate workflow
- View published workflow
- Workflow status
eLearning
Data connection
New Administration
- Change client levels
- Delete company/companies
- Edit user
- Customer settings
- Usage – See license usage and create reports
- Create roles
  - New Roles Across Clients
- User Roles and Report Labels
Administration Settings
- Administration
  - Administration
- System Settings
- Drilldown layout
  - Example: Change drilldown layout
- Distribution rules
- Multi-Company setup
- Budgeting setup (on-premise ERP systems)
Technical Requirements
Other
- Sign in with Microsoft: Azure Active Directory
- Virtual Company in Microsoft Dynamics AX

Data Manager allows you to:

Edit budget data.
Add information to the existing ERP system dimensions, such as Account, Employee, etc.
Create new dimension values to the OSR dimension, such OSR Scenario, OSR Transaction Type, etc.

Data Manager