OSR Report Designer is the report design application in the OneStop Reporting product suite. You can also execute reports from the OSR Report Designer. OSR Report Designer is a full-blown Excel-based report writer enabling the user to report on top of their organization’s data in the OSR Cloud. In a short time, business users with basic Microsoft Excel experience will be able to create presentation-quality financial statements, operational reports and KPI reports with charts and graphical indicators.

OSR Report Designer provides complete financial and operational report writing based on the familiar Microsoft Excel user interface. As long as a Connection to the ERP-system exists in the OSR Cloud, users can use OSR Report Designer to create reports on their organization’s data. For further description of how a Connection to the ERP-system in OSR Cloud is created, please go to https://help.onestopreporting.com/help/datahub/create-a-connection/.


Who should read this manual

This manual is designed for OSR administrators and power users who are responsible for designing report templates.


What’s included in this manual

This manual is designed to give an in-depth understanding of how to use the features of OSR Report Designer. When navigating this user guide, the following information about the main sections may be helpful:

OSR Report Designer Overview: this section gives an introduction to OSR Report Designer and includes information about menus and toolbars.

Creating reports using OSR Report Designer: this section explains the functions available in OSR Report Designer for designing and executing reports, including expanding groups, summation, and drill down.


Symbols and conventions

This user guide uses the special symbols to make specific types of information stand out:

Symbol Description
  The sunlight symbol indicates helpful tips, shortcuts, and suggestions.
  The warning symbol indicates situations we recommend to pay particular attention to when completing tasks. Typically, this includes cautions about completing steps in their proper order or important reminders about how other information in OSR may be affected.