2023



March 2020

What’s new

  • Change ownership of content
  • Administration: New Can get templates permission
  • New e-learning courses
  • Fixes
  • Integration-specific fixes

Change ownership of content

It is now possible to move content in OneStop Reporting from a user to another user. This ‘change ownership’ functionality can be useful for transferring content, for example, when a user is removed/deleted from a tenant in the portal. A typical situation where this functionality is applicable is when a user ends their employment and another user should inherit their work in the portal.

NOTE: You can only transfer content at the tenant level. Consequently, if the original user is a group user, you must move content from the user for each tenant in the group.

Examples of content that can be moved:

  • Reports/Budgets:
    • Reports, Budgets, Report Packages, Categories, Shared Reports to user.
  • Workflows:
    • Workflows, assignments, reviewers, and approvers. NOTE: The removed user’s Activity log is not transferred. In that way, comments made by the removed user will not be taken over by the new user.
  • Publisher jobs:
    • Publisher job definitions.
  • Connections
    • The credentials for the connections are removed and ownership taken over by the receiving user.

 

Steps

Remove user from a tenant and move content to another user

NOTE: There are a few things to consider when moving content: You need to make sure the receiving user has the appropriate licenses, roles, permissions and data accesses or the user might not see all the moved content. Also note that all history of reports and jobs will be removed. If you want to keep historic runs of a report, you need to first send it to the archive, before moving the content.

  1. Click Administration.
  2. (If you have more than one tenant) Click the tenant.
  3. Click Users tab.
  4. Click user.
  5. Next to the user’s name, click the Options menu.
  6. Click Remove user.

NOTE: If the user is a Group user, there will be no option to remove user, only to transfer content. The group user must be removed from the group level.
The Confirm remove user dialog box opens. You will see a list of content that exists on the user’s profile.

7. In the Move content and remove user dialog box, select the Move content before removing user checkbox.

8. (For cloud connections) Clear cloud data connection credentials checkbox.

    • Selected : Removes credentials for existing data connections. If you select this option, the receiving user must reauthenticate (set new password) the data connection. Otherwise, the data import jobs will not be run.
    • Deselected : The current credentials are kept.

NOTE: For both options described above, the receiving user will be able to see all companies that those connections have access to in the connected systems.

9. Under Move content to, select the user you want to transfer content to.

10. Click Next.

11. In the Confirm action dialog box, confirm the action by entering the name of the user being removed.

12. Click the Start moving button.

 

 

Move content to another user

You can also move content to another user without removing the user.

NOTE: There are a few things to consider when moving content: You need to make sure the receiving user has the appropriate licenses, roles, permissions and data accesses or the user might not see all the moved content. Also note that all history of reports and jobs will be removed. If you want to keep historic runs of a report, you need to first send it to the archive, before moving the content.

  1. Click Administration.
  2. Click tenant.
  3. Click Users tab.
  4. Click user.
  5. Next to the user’s name, click the Options menu.
  6. Click Move content.

7. (For cloud connections) In the Move content dialog box, Clear cloud data connection credentials checkbox.

    • Selected : Removes credentials for existing data connections. If you select this option, the receiving user must reauthenticate (set new password) the data connection. Otherwise, the data import jobs will not be run.
    • Deselected : The current credentials are kept.

NOTE: For both options described above, the receiving user will be able to see all companies that those connections have access to in the connected systems.

8. Under Move content to, select the user you want to transfer content to.

9. Click Next.

10. In the Confirm action dialog box, confirm the action by entering the name of the user being removed.

11. Click the Start moving button.

 

Receiving user takes over content from user

The receiving user will get an email from the system, informing that he or she has received content in OneStop Reporting.

NOTE: If the Clear cloud data connection credentials checkbox was selected when moving the content, all credentials for data connections to the cloud ERP system has been cleared. You must reauthenticate them to be able to import data.

 

Live Reporting/Budgeting

  • Categories taken over from another user is labeled with a truck icon.
  • Reports/budget templates taken over from another user is marked with “Moved from” on the report card.

 

Publisher

  • Publisher jobs taken over from another user will still run as scheduled by the original user.
  • Publisher jobs (definitions) taken over from another user shows the original user in the Moved from column.
  • The new user can edit the publishing jobs they have taken over, and can reschedule, add/remove users from the jobs, etc.

 

Get data

  • Connections: Credentials for the connection are removed and ownership changed to the receiving user.

 

Workflow

Workflows, assignments, reviewers, approvers are moved. The moved workflows are shown with the name of the previous owner in the Moved from column.

 

Assignments

The receiving user might get new assignments if the previous content owner had assignments in a moved workflow, such as reviewer or approver. The workflow card will then show the user the workflow assignment is moved from.

 

 

Administration: New Can get templates permission

We have added a new permission for users; Can get templates. In this way, administrators have more control over which users can download budget- and report templates form the Marketplace. Users with this permission switched on will see the Get templates button in the Live reporting and Budgeting modules.

NOTE: Users with the Live Reporting, Budgeting and Report Designer licenses will have this permission by default.

 

New e-learning courses

We have created two new e-learning short videos for administrators:

Administrators at different levels: In this video, we show you what rights and accesses administrators at different levels have in OneStop Reporting. We look at how the administration page looks like for an administrator at the top level, the tenant level, and the group level. We will also go through rights and at which level they can manage users.

Limit users’ data access: In this video, you learn how you can limit the data access for a user.

 

Fixes

Publisher: We have fixed an error that sometimes would occur when running Publisher reports that included certain Date parameters.

Administration: We have extended the number of characters users can enter in Role names. In this way, users can have role names with up to 50 characters.

 

Integration-specific fixes

 

Visma Business

  • After several of customer requests, we are pleased to announce that we have finally implemented Visma Reporting History Customer and Supplier (‘historiske åpne poster’) logic. This means you can now create reports that retrieve open entries for Accounts Receivables and Payables back in time. In addition, we will soon have reports using this logic available in the Marketplace (in Norwegian). Subsequently, the previous historical factsets will be removed. Reports built with these will still run successfully; however, no new reports can be built on these factsets.
  • We have fixed an issue where budget lines would fail when storing on currency.

 

Visma Global

  • We have added OSR Currency to the integration.

 

VismaNet

  • We now support Logistics in VismaNet.
  • We have implemented some missing attributes to Customer Credit Notes. In this way, users can create reports that retrieves all invoices and credit notes per product.

 

Tripletex

  • We have added date of birth and email to the Employee dimension.