(On-Premise)
OneStop Reporting offers an online training platform – eLearning. The platform contains educational courses and videos, so that you can get a unique insight into the OneStop Reporting solutions.
To order eLearning, please contact us at orders@onestopreporting.com.
You can learn whenever you want, and wherever it suits you. This gives you the opportunity to learn at your own pace, and always have access to educational material.
For more information about the e-learning, click here.
We have improved our context-sensitive help section, so that our customers see relevant help topics. In the past, we were not able to differentiate between the various installations of the OneStop Reporting portal. With the upgrade, users will get help specially tailored for their system.
To open the Help pane;
To open the Help in the browser;
The OneStop Reporting portal has now been translated into Swedish and Danish.
To change the language of the portal;
In Live Reporting, when you open a report template, you can use the slider to select to refresh data every 5, 10, 15, 30, or 60 minutes.
You can now download executed reports or report packages as a PDF file.
We have made the Report parameters sections collapsible so users get more space when working on report and budgets in Live Reporting, Budgeting and Assignments.
To hide the Report parameters sections;
You can now schedule a publishing job to recur every 7 days (in addition to the monthly scheduling).
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To use the Budgeting setup in OneStop Reporting, the user must have the Can manage connections permission and a Budgeting license.
In the past users had to be Customer Administrators to use the Budgeting setup.
In the installation wizard, you can install Voucher Service.
In the Voucher Service step, you must enter port number for the voucher service. This is the port that is used for communicating to the external web server.
To turn on the Voucher Service;
NOTE: If you have already set up the voucher service, you can use this user interface to edit the voucher service URL.
We have now support integration extensions. Please note that we currently do not have any tools for you to build extensions in OneStop Reporting, but you can upload extensions and use.
As an administrator of a tenant, take the following steps to upload a customized model or an extension:
NOTE: Models can only be uploaded if the model is licensed. Extensions can only be uploaded if the base model is installed and licensed.
To remove an extension;
In the past, administrators could remove themselves as administrators, even when they were the only administrator at that level. We have now removed this functionality to prevent the risk of not having administrator rights on this level.
If you try to remove the last Administrator at the Customer level, you will receive this message: “There has to be at least one Customer Administrator. Assign another user as Administrator before removing this user.” You must then add another Administrator and try again.
We now offer partially support for macros (Excel) for reports in OneStop Reporting.
You can use macros in your reports when you create them in Report Designer and upload to OneStop Reporting portal. However, the macros will not run in the portal, but must be downloaded to Excel by the user for the macros to take effect.
5. In the Save as dialog box, select the Excel Macro-Enabled Workbook (*.xlsm) file format and click Save.
The report is uploaded to the portal.
NOTE: The macros cannot be run in Live Reporting, so the receiver of the report must download the report to Excel.
You cannot use Excel Macro-Enabled Workbook for packages in OneStop Reporting; the macros will only work for the first report in the package.
In addition, you cannot use the Sheet per value functionality when using macros in your report.
We have implemented a new Settings menu for conditional storage for when creating budget templates in Report Designer.
Previously this options only had a Store always option. Now, users can better control how data are stored, for example, by ignoring rows or columns.
Store even unchanged cells: This option will force data from this cell to always be stored. The application will not do a check whether the input cell has changed its value or not.
Ignoring rows or columns:
Ignore cell value 0: Means that cells including 0, NULL, or empty are not stored. This is useful when you have larger budgets to avoid creating unnecessary records.
Suppress delete: Normally, values in a cell are deleted after pressing BACKSPACE or DEL or blanking out the value. If this option is selected, the value is used to update existing/insert a record in the storage dimension.
We now support Visma Lønn, Visma Administration and Microsoft Dynamics AX (2009).
The upgrade will fix a number of issues, such as:
For more information, see: https://www.spreadsheetgear.com/downloads/whatsnew.aspx
In the previous version, users could not set a dynamic path for Visma Document Center. This has now been fixed.
If you, for example, enter \\visma1\VismaData\Workflow\{Company}\Documents2 this path will now point to \\visma1\VismaData\Workflow\F0014\Documents2. (Where F0014 is the company code.)
For Visma Business, you can use the Prog table to override the path;
If you set up a key named voucherviewer, the Data area column should include an exact path to the vouchers, including the company code, such as, C:\Visma\Vouchers\F4100\Documents.
For outgoing invoices:
For incoming invoices:
(Screen shots are in from a Norwegian user interface)
For Visma Global, you can override the path from the [<schema>].[PMValue] table. The key is called “documents” and the column ValueText determines the path.
We have now implemented PDF support for Visma Document Center, so users can view vouchers from pdf format.
Voucher viewer fails when customers have multiple companies. We have fixed this bug, but for users who have already installed, you can use the following workaround:
If you have more than one company, you must update the path for the vouchers in the ValueText field in the PMValue table where the Name column is Documents.
You must do this for each company database.
Data Manager: We have fixed an issue where users could not delete rows in the Data Manager table. The Delete rows button is now available for Visma Global.
Fixed Norwegian User Interface issue: Some users have experienced getting Danish language when they selected Norwegian. If the problem persists after upgrading to the latest version of OneStop Reporting, please contact support.
AX Virtual Companies: We have made it possible for customers to use virtual companies and accounts in OneStop Reporting. The setup works exactly like it did in version 4.6, where users have to retrieve the folder location from the setting named Settings.ContentFolder. Then, a sub-folder path Models should be added to this path. The resulting path will be something like C:\OneStop\Content\Models.
For more information, see https://help.onestopreporting.com/help/misc/virtual-company-in-microsoft-dynamics-ax/?type=onpremise
Administration: Leading and trailing blanks in ERP connections: Some users have experienced formatting issues with report templates due to not being able to remove leading and trailing blanks when connecting to their ERP system. This issue is fixed by setting remove blanks as the default settings when connecting to the ERP system.