2023



May 2020

What’s new

  • Publisher: Send reports as PDFs
  • Administration: Add information about companies
  • Administration: Create report for Top (customer) level
  • Administration: Search for tenants, companies, and users in the data tree
  • New e-learning course
  • Fixes
  • Integration-specific fixes
  • Sunset announcement: End of support for Internet Explorer

Publisher: Send reports as PDFs

Users can now send reports as PDFs from Publisher.

  1. In Publisher, click New or Edit.
  2. Under Recipients, click the Destinations tab.
  3. Under User’s email, select the Send reports as PDF checkbox.

NOTE: To get proper PDF formatting, check that the print area is set correctly in the report template. For more information, see Page setup for reports

 

Administration: Add information about companies

On the Companies tab at the tenant level, administrators can now add information about the companies, such as company code, internal project number, or other free text information. Later, the information can be used when using the new reporting tool described below.

To add company information;

  1. Click Settings.
  2. Click Administration.
  3. Click tenant.
  4. On the Companies tab, in Free 1, Free 2, or Free 3 fields, enter your free text information.

 

Administration: Create report for Top (customer) level

There is now a new Reports tab for administrators on the top level where they can create a Company List report. Administrators can use information they have added to the Companies tab at the tenant level to create the report.

  1. Click Settings.
  2. Click Administration.
  3. Click Top level.
  4. Click Reports tab.
  5. Click Download as CSV or Export to Excel.

Example of report exported to Excel

 

Administration: Search for tenants, companies, and users in the data tree

Administrators can now search for users and companies, in addition to the existing search for tenants.

NOTE: You must have access to at least two tenants to be able to see the Search box.

To search for users, companies, or tenants;

  1. Click Settings.
  2. Click Administration.
  3. In the Search box, enter at least three characters to search for users, tenants, or companies. For users, you can search by display name or e-mail address.

 

New e-learning course

We have recently released a new Report Designer Tips & Tricks course, where we take a look at how the property hierarchy works for report definitions in Report Designer; that is, the relationship between sheet, row, column, and cell level.

 

Fixes

 

Publisher: Drop-down lists

We have fixed an issue where some users have reported that sometimes they cannot see the drop-down lists for templates and/or users.

 

Budgeting: Values for reference data in Line Item Details

We have fixed an issue where some users have received wrong reference data values in the Line Item Details. The issue was reported for Visma Business in reports with double expansions on rows where accounts were grouped per information fields. In these circumstances, the system would retrieve totals for all accounts within the selected information fields. The issue is now solved.

 

Integration-specific fixes

 

Visma.NET

  • Fenistra integration: We have now created a new integration for Fenistra. The new integration is an extension for Visma.NET users, where they can retrieve data from Fenistra. Please contact Sales for more information about licenses and user access.

 

Xledger

  • Added employee code in Lookup display for Employee: When doing a lookup on the Employee dimension, you will now see that the employee code has been added after the name. We have made this change so users are able to distinguish between employees that have the same name, but different codes.

 

24 SevenOffice

  • Added Project Leader Employee name instead of a number: Previously, the employee number was displayed instead of the name. This has now been corrected.

 

 

Sunset announcement

End of support for Internet Explorer 11 (from July, 2020)

To align with Visma compatibility guidelines, OneStop Reporting will end its support for Internet Explorer (IE11) on July, 1st 2020, for the version 5 product line. Version 5 product line consists of both the current Cloud version and the OnPremise version. Please note that the 4.x product line is not affected by this.

If you use IE11 we suggest that you switch to another browser, such as Microsoft Edge, Firefox, Safari or Chrome.

What does this mean?
As a result of this end of support, OneStop Reporting will no longer test for or guarantee that you can use OneStop Reporting in Internet Explorer.

Question?
If you have any questions, please contact Customer Success: support.osr@visma.com