November 2019

What’s New

 

Static mode for reports: Remove or keep formulas in run report

Some of our users have very large reports, containing numerous cells with formulas, many that are referring to other cells and functions. This might cause performance issues when running reports in the portal. Therefore, we have made it possible to run reports in “static mode”. This means that all formulas are removed in the workbook and the values are replaced with actual cell values.

Users can control the formula settings for a report template from the Report Properties in Report Designer. On the Reporting tab, there is now a Keep formulas in run report checkbox. If this checkbox is deselected, the formulas are removed from the report.

  • The default setting for existing reports is selected (True).
  • The default setting for new reports is deselected (False).

NOTE: This option will not have any impact on budgets.

 

Keep formulas in run reports

  1. In Report Designer, on the OneStop Reporting tab, click Report Properties.
  2. Click the Reporting tab.
  3. Select the Keep formulas in run report checkbox.
  4. Click OK.

All formulas in the generated report are kept during processing.

 

Remove formulas in run reports

  1. In Report Designer, on the OneStop Reporting tab, click Report Properties.
  2. Click the Reporting tab.
  3. Clear the Keep formulas in run report checkbox.
  4. Click OK.

All formulas in the generated report are now removed during processing, and the values are replaced with actual cell values. When formulas are removed from a report, it is no longer possible to make calculations in run reports in Live Reporting.

When formulas are removed from the report template, the drilldown will function as normal.

 

NOTE: For reports that contain advanced formulas, such as IF and INDIRECT in the same formula or when referring to other sheets, it is safest to select the Keep formulas in run report checkbox to ensure the formulas work as intended in the portal.

 

 

Local date format

In the past, there have been issues when using, for example, the Norwegian standard date format; day, textual month, and year. The issue has now been solved and the following setting can be used:

 

Help in current language from Report Designer

In the past, users clicking the Help button in Report Designer would get the default language English. Now, users are redirected to the help in Norwegian, Danish or Swedish depending on their language settings.

 

Integration-specific fixes

Visma.net

Last month we implemented changes on how we retrieved data from certain endpoints for Visma.net. The changes entailed retrieving data based on the LastModifiedDate parameter instead of transaction date where it was possible. However, due to limitations in the information we can retrieve from the Visma.net API, we must roll back these changes. All data are now retrieved based on transaction date.

 

Xero

  • Drill-down details: Users can now see contact name in the drill-down and not only the description.

 

Tripletex

  • Included IsClosed during the accounting period in Tripletex by adding the Ledger/Accounting Period endpoint.

 

PowerOfficeGO

  • Added BudgetService endpoint.