Release Notes

  • November 2018

    New feature: Export reports and report packages as pdfs

    You can now download executed reports or report packages as a pdf file.

    1. In Live Reporting, select a report template or report package.
    2. Click Open.
    3. Select parameter(s) and click Run.
    4. In the upper right corner, click the arrow under the Export to Excel button and select Download as PDF.
    5. Select to open or save the PDF file.



    Report Designer: Save button always active

    In the past, if users had selected the Store always option for a template, the Save button was inactive until the user actually started to edit a cell. This is now fixed so the Save button is always active.



    • Report Designer: Fixed issues with “Based on Excel range” settings in Comparable data: We have fixed an issue where users experienced that even though they selected the Based on Excel range option in Comparable data, the data were based on historical data. The issue is now resolved.


    • Fixed issues with performance problems with the Index Excel formula in the portal by upgrading to SpreadJS 11.2.6.


    • Workflow: Fixed issue with publishing workflow with templates without parameters: Users have experienced receiving error messages when they set up a workflow that contains a template that does not contain any parameters. This issue is now resolved.


    • Budgeting: Creating budget assignment does not refresh parameter values after changing company: Users have experienced that when they assign a budget template and try to change company, the data are not updated. This issue is now resolved.


    Integration specific fixes


    Visma Net

    • Sales Order Lines and Customer Invoice Lines: Fixed an issue where credit notes displayed in positive values instead of negative.
    • Added project data: We have added the Project and Project Task dimension under General Ledger Transactions. These dimensions can now be used when creating reports and budgets.



    • Added the Overpayments dimension.
    • Added the free dimension Tracking Categories to Credit Notes. By adding this, users can now use Tracking Categories when building reports on the Credit Note endpoint.
    • Receivable invoice line amounts: Users have experienced an issue where the system was unable to identify whether amounts were net or gross. This was because the FactInvoice Line Amount did not differ between net and gross amounts. To remedy, we have changed the original line amount measure so that it only shows net amounts. Thus, all reports using this measure have been automatically updated and only show net amounts. Additionally, we have changed the name of this measure to NetLineAmount. Furthermore, we have included a LineAmountType-attribute which indicates whether the line is included or excluded tax. In addition, the Line Amount from this factset did not show the values in the correct currency. We have added a LineAmountInCurrency attribute to fix this issue. Please note that users must import Purchase Orders and Bank Transactions to get a value in the new Currency rate field.



    • Budget is re-enabled: The 24SO endpoint is now available, so users can transfer the budget from 24SO and use this in reports.
  • October 2018



    New Settings for Conditional Storage for Budgeting in Report Designer

    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:

    • Use ignore flag on row: If the first cell in a row contains a value, the entry is ignored; hence not stored. False, 0, or empty string count as no value.
    • Use ignore flag on column: If the first cell in a column contains a value, the entry is ignored; hence not stored. False, 0, or empty string count as no value.
    • Use ignore flag on row or column: If the first cell in either the row or column contains a value, the entry is ignored; hence not stored. False, 0, or empty string count as no value.


    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.


    Integration specific improvements




    OneStop Reporting is now on the QuickBooks Marketplace as a recommended app for QuickBooks users.



    Automatically attach generated vouchers from QuickBooks:

    We have implemented voucher view for QuickBooks.

    When a new invoice is created in QuickBooks, and the user clicks the Save and close button, the invoice is accessible via the voucher link in OneStop Reporting drilldown view.


    To view voucher;

    In a received report in the Archive module, or a run report template in Live Reporting;

    1. Right-click the cell where you want to drill down.
    2. In the Choose drilldown menu, select the drilldown item.

    If there is a voucher connected to the transaction, there will be an attachment link under the Voucher Link column.

    1. Click the voucher link to open.




    Visma eAccounting

    Support for Voucher Viewer

    We have made it possible for Visma eAccounting users to view vouchers when drilling down in a report.


    To view voucher;

    In a received report in the Archive module, or a run report template in Live Reporting;

    1. Right-click the cell where you want to drill down.
    2. In the Choose drilldown menu, select the drilldown item.

    If there is a voucher connected to the transaction, there will be an attachment link under the Voucher Link column.

    1. Click the voucher link to open.



    We have added some more fields for reports in Report Designer:

    • Country and Function under Receivable Invoices
    • Credit Notes in Sales and Purchases (as it is in General Ledger)
    • Supplier under Payable Invoice Lines


    24 SO

    We have fixed an error that caused drilldown not to work in certain instances in 24SO. The error was caused by an invalid column name in the 24SO model.



    Added more period attributes for Tripletex accessible when designing report templates in Report Designer:

    • Kvartal
    • Tertial
    • Tomånedlig


    Power Office Go

    • We have added the “Lokasjon” field under the Project field. This information is now accessible when designing report templates in Report Designer. We have also added fields for “Bestillingsnummer” and “Kontraktsnummer”.
    • Get status name on projects: We have made it possible to extract project status information. This information can now be used when designing report templates.



  • September 2018


    Implemented KPIs and Expressions in Report Designer

    We have added the possibility to create, edit and manage KPIs and Expressions in Report Designer.



    Expressions can be created and managed through the Designer menu under Expressions.

    Using Expressions is a way of referring to dimension values outside single reports and are typically used to refer to a selection that will be used in multiple reports. By using an expression instead of an ordinary selection within the report you can easily update multiple reports by editing the expression instead of having to edit each report individually.

    For example, if you add an account to your general ledger and you need to include this new account in your reports, it is very time-consuming having to open multiple reports and make sure the new account is included in the selection. If, however, you use an expression and you need to add an account, you simply edit the expression and all the reports where this expression is used will automatically be updated.

    It is possible to create expressions on all dimensions and multiple dimensions can be combined in one expression. Expressions are organized in groups.

    For more information, see Expressions.


    KPIs can be created and managed through the Designer menu under KPIs.

    A KPI is a calculation/key figure that you want to reuse across multiple reports. KPIs are used in the same way as measures (amount, quantity). Instead of dragging an amount or quantity into the report, you drag out the complete KPI.

    KPIs can be based on:

    • Expressions (simple or complex selection of dimensions)
    • Measures (amount, quantity)

    For more information, see KPIs.


    New “Close all” button in Archive

    We have implemented a Close all button when users are viewing multiple reports in Archive.


    To open multiple reports in Archive;

    1. Click Archive.
    2. Select () the reports.
    3. Click Open.


    To close all open reports in Archive;

    • Click  Close all.




    View errors for data import jobs

    We have made some changes in View log error reporting. Users can now access detailed information about the error by clicking the View error drop-down button.

    To access error an error message for a data import job;

    1. Click Get data.
    2. Click Data import jobs.
    3. Click the data import job and click View log.
    4. Click Show details.
    5. Click View errors.



    Ability to open reports in run-only mode in Report Designer

    We have implemented a new option for opening reports in Live Reporting. Users can now click the drop-down arrow and select Open in Excel. When a user clicks this option, the report opens in Report Designer (Excel) directly in Run mode. No editing is possible in this mode and the Design mode is disabled.


    New permission setting: Manage connections

    In the past, users who had access to the Get Data module was automatically allowed to create a connection. We have now implemented a Can manage connections setting, so administrators can turn off the possibility to create a connection for regular users, but still allowing the user to import company data (for the companies they have data access to)


    Disable permission to manage connections

    1. Click Settings.
    2. Click Administration.
    3. Click the tenant.
    4. Click the Users
    5. Click the name of the user.
    6. Click Permissions.
    7. Click the Can manage connections switch to turn it off.




    Added support for higher resolutions in Report Designer

    We have added support for higher resolution for Report Designer. In the past, some users with high-resolution screens experienced some display issues with the Layout Editor in Report Designer. This issue is now resolved.



    Integration-specific improvements



      • We have added a new factset that allows you to get data from the 24SO budget endpoints.
      • We have added a non-clustered index on Journal_SubEntry: In this way, users will experience better performance for GL reports.
      • We have added some new fields for the Invoice_Cart factset.


    Visma Net

    We have created nonclustered index on FactGLTransaction. This will improve the performance when users are running reports.



    We have added two new factsets:

    • Trial Balance Report
    • Bank Revaluation to General Ledger
  • August 2018



    Improved performance for Workflows

    In the past, users sometimes experienced slowness when working with workflows that had more than five templates. We have implemented fixes that have greatly improved the performance when generating workflows.


    Archive: Ability to view reports side by side

    We have made it possible to view reports side-by-side in the Archive module when users have selected multiple reports.

    To do so;

    1. In the Archive module, select two or more reports by selecting the check box next to the report.
    2. Click  Open.
    3. Click the  Horizontal view button.

    To go back to the vertical view, click the  Vertical view  button.

    NOTE: You can use the handles to resize the reports in both view modes.


    Added Print button for Live Reporting and Budgeting

    We have added the possibility to print reports directly from Live Reporting and Budgeting.

    Print report from Live Reporting

    1. Click Live Reporting.
    2. Click a report and click  Open.
    3. Select the required report parameters and click Run.
    4. In the header, click  Print.


    Print budget

    1. Click Budgeting.
    2. Click a budget and click   Open.
    3. Select the required budget parameters and click Run.
    4. In the header, click   Print.


    Playlist: Ability to scroll

    We have implemented a scroll bar in the Playlist view. In the past, users have experienced not being able to see all reports if there were more than nine reports in the playlist.


    Improvements to Notifications

    In the past, users could only read verbose notifications via hover state. We have now implemented a pop-up window when users click the notification in the list of messages.


    Secure user data: Removed usage of TLS 1.0 and 1.1 in application

    We have removed the use of TLS 1.0 and 1.1 in the application. This is to introduce more security for users and their data. This is a backward breaking change that will require users to upgrade their Report Designer.


    Multi language implementation

    We have started to translate the OneStop Reporting user interface into various languages. Currently, users will be able to choose from these languages:

    • English
    • Spanish
    • Italian
    • Norwegian
    • Portuguese
    • Russian

    Please note that not all menus, buttons and module names are translated and as is a continuous work to quality assure the translations before implementing.

    The language settings are accessed from:  Settings >  User settings.


    Delete company and all its data from tenant administration

    We have made is easier to delete a company from a tenant. All data related to the company will be deleted.

    To do so (only administrators can perform this task);

    1. Click  Settings.
    2. Click  Administration.
    3. Click the Companies
    4. Click Delete next to the company you want to delete.

    5. In the Delete company dialog box, click the Delete button to confirm that you want to delete all information related to this company.



    Integration specific improvements



    Visma Net

    • Customer Invoice and Supplier Invoice: Added branch to Customer Invoice and Supplier Invoice. In this way, this dimension can be used when creating report templates.
    • Customer Sales Price: We have added a Customer Sales Price dimension, so that users operating with various price lists and price agreements are able to use this data in reports, such as, inventory reports.
    • Removed General Ledger Balances from connector: Due to errors within the API, users have experienced that some transfers have failed. We have found the cause of the error to be with the General Ledger Balance endpoint and have, therefore, removed this endpoint from the connector. All OneStop Reporting report templates in the Marketplace have been updated so they do not use General Ledger Balances fields. A system message has been sent out to all Visma Net users.
    • Added the Sub Accounts dimension to Sales Order Line and created link to Segments: By adding this dimension, users can create reports for each segment.
    • Deviant fiscal periods: We have made it possible for Visma Net users to handle deviant fiscal periods. To set deviating periods, users must do the following:
      The first time they open the Get Data module, there will be a wizard. In the wizard they will get an option to set the month for the first month of the accounting period, one for each company in the list.


    Visma eAccounting

    Added Extension fields and implemented support for Multi Company. This allows users to create consolidated report templates.



    • Added Supplier dimension: We have added the Supplier dimension under Fact Expense Claims.
    • Reauthentication issue: In the past, some users have experienced issues when attempting to reauthenticate the Xero connector. This could happen when users had an existing Xero connection and tried to edit and authenticate the new connection. This issue is now solved.



    We have added the Departments dimension. In this way, this dimension can be used when creating report templates.



    • We have added Chargeable Hours (Fakturerbare Timer) to the Time Sheet Entries (Timeføring) dimension. The attribute “Fakturerbare timer” under “Timeføring» shows actual chargeable hours after a factor has been multiplied with invoiceable hours on a user’s timesheet entries.
    • We have created a link between the Project dimension and the Customer. In the past, the Project dimension was only linked to Time Sheet Entries. By adding this dimension, users can now see which project are linked to a customer (ProsjektKunde).


  • July 2018


    New integration for Visma eAccounting

    OneStop Reporting is now available for Visma eAccounting users.

    The new integration is available in English, Swedish and Norwegian.


    Copy a workflow definition

    We have added a Duplicate button so you can copy an existing workflow definition to create a new workflow. You can edit the copy in the same manner as a any workflow.

    See Create workflow for more details.





    Changed header for new budget

    We have changed the field name when you create a new budget from the Budgeting module. The field is now called Budget Form Name.



    We have also changed the default header for assignments. It used to be called Budget Assignments, but there might be assignments that are not budgets, so it is now called Single Assignments.


    Added Company as a filtering option in Archive

    We have added a column for Company in the Archive module. We have also added a filtering option for companies in the Search and Filter bar.


    Get Data jobs not allowed to be scheduled with AllTime or Custom period

    Due to overload on the data import server, we have analyzed the jobs and found that we need to remove the possibility for automatic execution of jobs which extract data for a very wide time span.

    Therefore, it will no longer be possible to schedule data import jobs with “all time” or “custom date” period span. All existing scheduled jobs with “all time” have been changed to: “Last year until now.”

    All existing scheduled jobs with custom date period have had their scheduling removed. They still exist and can be run manually (on-demand).

    We apologize for any inconvenience that this may cause.


    Changed Client term to Tenant

    “Client” is now called “Tenant”.


    Integration specific improvements


    We have added new fields for:

    • Time Service:
      • *Price*
    • CRM Project
      • *Budget*
      • *BudgetHour*
      • *BudgetHour_Cost*
      • *FixedPrice*
    • CRM Contact
      • *HourCost*
    • Invoice Order
      • *Comissions*


    We have also changed the period link in Invoice_Order to use Invoice Date (if not null).



    We have added Cash basis in order to be able to create cash-flow reports based on this method.


    Visma Net

    The integration is now available in English (default), Swedish, Danish and Norwegian.


    PowerOffice GO

    We have made some necessary changes to the Account dimension. Therefore, if users are making changes to the Account filter in an old PowerOffice GO report, the report will fail when it is run.

    To remedy this, all account filters in old reports must be changed if users want to edit reports.

    Please note that all POGO reports have been updated in OneStop Reporting Marketplace with this new dimension.


  • June 2018

    Publisher: Check for definition version when adding reports to a publisher job

    Due to the possibility to automatically publish reports via the new Publisher, some users might experience problems with adding old reports to a publishing job. Although, these would run fine in Live Reporting, they cannot be run in a publisher job, because this requires reports to be compatible with OneStop Reporting 5.0.1.


    Due to this,  in Publisher, we have now added a validation of the engine version of a report definition when adding templates to a publisher job. Users will get a warning icon if they try to add a wrong version of a report to a publisher job.

    To remedy this, they will have to open the report in Report Designer, save, and re-publish the report in Live Reporting.





    Updated Mobile for Android and iOS

    We have updated the OneStop Reporting mobile app to work with the new OneStop Reporting portal release. The new app is available both in Google Play Store for Android and in App Store for iOS.


    Changes in Get Data: Create new data import job

    We have made some changes in Get Data. In the past, when a customer created a new data import job, all companies in the tenant were selected by default. This caused a risk that customers would import more than they intended to. Therefore, now when a data import job is created, the user must choose what companies to include. The default selection is none.


    Tenanthosts can now delete own tenants (clients)

    In the past, customers could not delete tenants (clients) and this had to be done by OneStop Reporting. We have now made it possible for users with admin rights to do this.

    1. Go to Settings > Administration.
    2. Click the tenant you want to delete and click Delete tenant in the upper right corner.
    3. In the Delete tenant dialog box, enter the name of the tenant.
    4. Click Delete.


    Full screen mode in budgeting

    We have fixed an issue where some customers experienced getting a white screen when using Full Screen mode in the Budgeting module.


    Running reports: Improvements in performance

    There has been made many improvements and bugfixes to the third-party component SpreadsheetGear that will have an effect on running reports in OneStop Reporting. Some issues have in the past caused slowness when running certain types of reports. Many of these issues have been solved with this new release. For example, users will notice greatly improved performance for reports that use multiple osrRef functions on multiple group levels. In addition, conditional formatting has greatly improved.


    Integration specific improvements



    Add period link in Timesheet Transactions and added new dimension values for budgeting.



    We have fixed an issue where some customers have experienced problems when joining Currency_Entries with Currency_Entries in reports.



    We have fixed an issue where some customer experienced slowness when pulling data via GetData import jobs as well as not importing complete data.



    We have fixed some issues in reports with concatenated expressions in the Product/Project/Customer dimension, where some customers experienced some slowness in the past.


    Microsoft Dynamics 365

    We have now made multi-company reporting possible in MS Dyn365.



  • May 2018

    New module: Publisher

    The Publisher module allows you to distribute reports and report packages to users or a group of users belonging to a role in the system.

    Reports can be run and distributed at a predefined time, or you can manually initiate running as required. You can add multiple reports to a publishing job, set parameters and send to e-mail recipients or send to their Archive module in the portal. The Publisher generates a log for all runs, enabling you to keep an overview of your report executions.

    You can also edit your existing publishing jobs, for example, you can add or delete reports from the job or add or delete recipients.

    The Scheduling feature allows you to set up scheduling for your publishing jobs to send reports at a predefined time interval.


    Create new publishing job

    1. Click Publisher.
    2. Click   Create new in the top right corner.
    3. Fill in these fields:
    • Name: Enter a name for your publishing job.
    • Description (optional): Enter a description for this publishing job.
    • Company: Select a company from the list (if you have access to more than one).
    1. Click the Browse templates button.
    2. Select () the reports you want to include in the publishing job. You can select as multiple reports.
    3. Click Select.
    4. Under Parameters, select the parameters you want for the reports. The options you see here will depend on the what parameters you are required to set to run the reports.
    1. Under Recipients, select recipients from the list of Users or Roles.

    NOTE: You can only send reports to users who have access to the Publisher.

    1. Click the Destination tab. Here you can choose whether the recipient(s) should receive the reports as email or be sent to their Archive module, or both. See Archive for more information about the functionality of the Archive module.
    2. Click Save or Save and Run.

    NOTE: If you click Save, you must run your report later.

    NOTE: You can set scheduling to your publishing jobs.

    For more information, see Publisher.


    User interface improvements

    We have added a More (options) button when there is not enough space to display all buttons in the top menu bar.




    Integration specific improvements and fixes



    We have added new period functionality that makes it possible to handle deviant fiscal periods.

    To set deviating periods, users must do the following:

    • The first time they open the Get Data module, there will be a wizard. In the wizard they will get an option to set the month for the first month of the accounting period, one for each company in the list.

    In the next upgrade, there will be an option to set this manually from the Administration module.



    We have made some fixes for deviant fiscal periods when using the period function LYTD.

    In addition, we have also made some fixes for the Accounts Receivable sub module when it comes to handling currency amounts.

    We have included a new fact set to the meta model that allows you to build report based on the cash basis-method (such as cash flow statement (indirect)).



    We have fixed some issues relating to:

    • retrieving Bill and Invoices under HomeBalance values
    • missing balances related to overpayment in BillPayment

    We have also added a new factset so users can build Account Receivables reports.



    Some customers have experienced problems retrieving data for the project category for fixed rates and hourly rates. This issue has now been solved.

  • April 2018

    User settings implemented under Settings

    The User settings can now also be accessed from  Settings > User settings. Previously users could only access from their user profile.


    In the  User settings, users can change their OneStop Reporting password and manage their notifications.


    For more information on the user settings, see the updated Help section on User settings.


    Workflow: Removed “Select companies” button when only one company exists

    If users only have access to one company, they will no longer see the Select companies button and will only have one tab for their company when they set up a workflow.


    Get Data: Error message when data import job fails

    In Get Data, when a data import job fails, the owner of the job will now receive a notification. The notification e-mail will include a link to the specific error message with details.

    Users also have the possibility to send request to OneStop Reporting Support with information from the dialog on the View Log page. To do so;

    1. Click Get Data.
    2. Click Data import job.
    3. Click the data job that failed (x) and click  View log.
    4. Click Show details.
    5. Click Report all errors to support.

    NOTE: You can click the right arrow ( )to see hints on how to fix the issue that caused the error.

    1. In the Contact support dialog box, click Send. This will send a detailed report of the error report directly to our support team.




    • Fixes in Assignments module:
      • Improved layout when maximizing screen: In the past, the parameters selection fields, as well as the Run and Sava data buttons were visible when users entered  Full screen mode in the report view. This has now been removed for better overview of the report in this view mode.
      • Improved sorting for assignments: We have implemented alphabetical sorting of assignments in the Assignments module.


    • Fixed performance issues when storing budgets. Some customers have experienced slow performance when writing back large numbers of budget forms to the system. This has now been resolved.


    Integration specific improvements


    New integration: UniEconomy

    UniEconomy users can now use the OneStop Reporting Portal. For more information on how to set up a connection, see Create connection to UniEconomy.



    We have fixed an error that caused users to get a “No attachment” message when trying to access voucher view for customer invoices and transaction journals.



    We have added new period functionality that makes it possible to handle deviant fiscal periods.

    To set deviating periods, users must do the following:

    • The first time they open the Get Data module, there will be a wizard. In the wizard they will get an option to set the month for the first month of the accounting period, one for each company in the list.
      NOTE: In the next upgrade there will be an option to set this manually from the Administration module.

    We have also added more period attributes so Report Designer users can group period information based on more attributes, such as quarterly and bimonthly.



  • March 2018

    View and change ownership of reports

    Reports created or uploaded by a user are owned by this user. In the past, you could not change this owner. This could be a problem if, for example, someone decides to leave the company.

    You now have an option to change ownership of your reports.  This new functionality also allows you to see who the owner/author of the report is.


    1. In Live Reporting, click on the top part of the report card. In the top right corner, you can now see an  Information icon.
    2. Click the  Information icon.

    On this card, you can see who is the author of the report.

    If you are not the owner of the report, you can see who owns the report.

    1. In the dialog box, click the  Change ownership button.

    1. Enter the name of the new owner and click Change.

    NOTE: The new owner must be a user in your system.


    Completely redesigned Administration for clients, groups and users

    The Administration module has been completely redesigned.

    The interface has been designed with tabs for items, such as, Users, Roles and Licensing. The tabs you see depend on the level of access you have.

    We have also changed some of the terminology in Administration to better suit our customer’s needs:

    • What used to be called Subgroups are now called Groups.
    • What used to be called Tenants are now called Clients.

    There are three levels of administration:

      As an administrator at the top level, you can set up new clients and create groups and give users authorization as administrators for their groups and clients. You also manage licenses for all groups and clients. See Administration for top level.
      As an administrator at the group level, you can manage users, roles and licenses for your group of clients.
      As an administrator at the client level, you can manage users, roles and licenses in your client in the Portal. See Administration for clients.


    A group is a group of users who have access to create clients.

    A client is a group of users who share a common access with specific privileges in the portal.


    To access the Administration settings;

    • Click Settings and then click Administration.


    As a main administrator, you can organize your users into groups and clients:


    Create a new group

    To create a new group:

    1. Click the  New group button.
    2. In the New group dialog box, enter a name for the group.
    3. Click the Create button.

    HINT: A group is a group of users who have access to create clients.


    Create a new client

    1. At the top level (your company)  , click the New client button.


    NOTE: How many clients you can create depends on your license.

    1. In the New client dialog box, fill in these fields:
      • Name
      • Description
      • Integration


    For more information about user administration, see the updated Help section for Administration.


    Improvements to Help side panel

    We have made some improvement to the context sensitivity of the Help system. This will help you to get the relevant information in the context of the module you are working in.




    Option to re-send invitation to new users

    When you create a new user, you now have an option to re-send the invitation e-mail if the original e-mail was lost.



    For more information about creating new users, see Create new user.


    Improvements to Notification settings

    In Notification settings, you can select how you would like to get your notifications; by email, in a banner in the Portal or on your mobile and devices. To access the settings;

    • Click Notifications, then click Notification settings.


    These settings have two levels;

    • The options under Notifications control all notifications, across all modules in the Portal.
    • The options under Archive control the notifications for the Archive module; that is, when someone has shared new reports with you.


    Enable email notification

    Email notifications are by default turned off. If you want to receive emails with your notifications, you must enable the Email notification functionality;

    1. Click Notification.
    2. Click the Notifications settings menu option.
    3. On the Notification settings tab, under Notifications, turn on the Send me email switch.

    NOTE: For the Archive settings, you can also select if you want to receive attachments in the email. The attachment will be an Excel file of the report.


    Disable the notification banner

    The notification banner functionality is by default switched on. To disable;

    1. Click Notification.
    2. Click the Notifications settings menu option.
    3. On the Notification settings tab, under Notifications, turn off the  Show notification banner switch .


    Enable notification for mobile and devices

    The notification for mobile and devices functionality is by default switched off. To enable;

    1. Click Notification.
    2. Click the Notifications settings menu option.
    3. On the Notification settings tab, under Notifications, turn on the  Show on mobile and devices switch.




    • Possibility for longer customer and client names: There used to be a limit of 30 characters for customer and client names. This is now increased to 250 for both.


    • Drill-down functionality improvements:

    o   The heading is always visible when you drill down in your reports:
    If the Show Excel headings option is selected, the headings is now always visible.

    o   The drill-down shows clearly if there are no vouchers. You will get a message No attachments if there are no vouchers available.

    • Improvements in Budgeting:

    o   Improved error messages when writing back in Budgeting

    o   Negative numbers are now stored in Line Item Details

    o   Ability to drill-down on non-budgeting cells in budget templates.

    • Timed-out session: You are now sent to the log-on page if your session has timed-out. In the past, you would only get an error message.


    • Improved period functions for all integrations: There has been made improvements to periodic functions for reports, for example, more generic naming conventions for periods.



    Integration specific improvements



    We have launched OSR Budgeting and OSR Tables for Xledger:

    Xledger users can now utilize the Budgeting module in OSR Portal to tailor their own budgeting process and use our predefined budget forms. The budget data is stored in the cloud and is easily available for other reports or for analyses purposes. XLedger users can also use the Workflow module to set up a workflow for the budgeting process.

    For more information about the Budgeting module in the OSR Portal, see Budgeting.

    This means, we now have budgeting for all existing integrations.


    PowerOffice Go

    Set deviant fiscal periods in PowerOffice Go:

    In the past, it has been a bit challenging to manage deviant fiscal periods in OSR, but this has been fixed in the current version of the OSR Portal.

    To set deviating periods, you must do the following:

    • The first time you open the Get Data module, there will be a wizard. In the wizard you will get an option to set the month for the first month of the accounting period, one for each company in the list.

    In the next upgrade there will be an option to set this manually from the Administration module.



  • January 2018


    The new notifications function let users know when certain events occur in OSR Portal. For example, when someone shares a report with you a red circle on the Notifications-button indicates a new event.



    By clicking on Notifications a dialog of information occurs as the picture below,



    You can also enable email-notification in Notifications Settings, an email with the report will be sent to the receiver.

    Live Reporting



    You can add comments to your reports in Live Reporting before sharing or archiving your executed report.

    Get Templates

    Get Templates is our online library of report templates that you can download to your library, that are instantly available to use.


    Report Designer

    Search in modules and tables – With the new search box, you can now easily find attributes and measures in the module tree that you want to use in your report.

  • September 2017

    This is our fourth release which brings along multiple bug fixes and improvements in our category structure in the Live Reporting- and Budget module. 

    Improvements in Categories

    It is now possible to share both category levels with other users in the OSR Portal: parent categories and subcategories.

    This change affects categories already shared with other users:

    1. A person who has already been assigned a category will only see subcategories in this category structure, as it was only possible to share subcategories earlier.
    2. If a person who has shared a subcategory now wants to share the parent category, all subcategories will be shared with the user.
    3. Categories that are shared with a user appears below “Shared with me”.

    To create a new parent category or a new subcategory, click on the New Category button  .

    A user can restructure his own categories by dragging a category to the desired location.

    Administrators have no longer access to all reports in the Live Reporting module. To gain access to reports, administrators must share reports via categories.

  • June 2017

    This is our third release which brings along multiple bug fixes and the new feature Budgeting. Our focus with this release is to improve your OSR SKY experience and provide you with new functionality.


    Disabled buttons in the portal are now hidden from the tool bar.

    When a report is shared to Archive, the receiver gets a notification on the screen when the report is stored in their Archive.


    Sometimes report packages would not open correctly. This is now fixed.

    Live Reporting

    Administrators do now show in the Share Category dialogue regardless of access filter in the Administration module.


    We have released our Budgeting module for Tripletex. Budget consists of three parts:

    • Data Manager for editing dimension data directly in the browser.
    • Budgeting for creating budget forms.
    • Assignments for storing and saving budget data.

    See documentation for further use.


    When selecting a role from Roles, the Edit and Delete button was still disabled. This is now fixed.

    Report Designer

    Period functions in Report Designer is now improved. The Drop Down list in the Filter tab makes it easy to administer your functions:

    The new Period Aggregation tab allows you to aggregate periods:


    Drilldown in a reports that are defined with “sheet per value” in Report Designer did not work. This is now fixed.

  • April 2017

    Release date 31.03.2017

    Documentation/Help system

    We have released our new user documentation and help site. You find it in the portal by clicking the Help button.

    You also find it by visiting


    Changes in Visma.Net integration

    • Error in dimension Inventory CrossReferences is now fixed.
    • Error in dimension Sales Orders is now fixed.
    • Error in dimension Supplier Invoice Lines is now fixed.
    • Error in dimension Supplier Invoice Line is now fixed.

    Changes in Tripletex integration

    • Error in voucher adapter is now fixed.


    Get Data

    Delete a job

    You delete a job you have created by clicking the Delete button.

    As a user, you can only delete your own jobs. As an administrator, you can delete every job in the tenant.



    New permissions added: Drill down in a report and open a voucher

    Drill down in reports and open vouchers is now a separate permission that can be assigned per user. The default setting is “not allowed”. To change the setting, go to the Permission tab under Data Access in Administration.


    Live Reporting

    The buttons Edit/New/Duplicate in Live Reporting is no longer visible if the user doesn’t have license for Report Designer.

    New selection feature

    The report card is split in two where the upper half (colored area) is a selection area marking the report (instead of the old checkbox). While clicking on the lower half opens the report.

    Clone is now duplicate

    The button Clone is now renamed to Duplicate. The functionality is identical.

    Show columns in reports

    The default setting for column header is now “visible”. It is still possible to toggle the setting by clicking the Settings button in the toolbar. The setting affects every report in Live Reporting, and is remembered until you change it.

  • March 2017

    Release date 21.03.2017

    This is our second release in march which brings along multiple bug fixes and a couple of new features. The focus with this release is improving your OSR SKY experience. Some of the workflow and behavior in the portal has changed since last release.


    Which tenant a user is logged into is now displayed in the users’ menu in the portal.

    If a user belongs to multiple tenants, it is now possible to see which tenant a user currently logged into and switch to another tenant using the same menu.



    When two reports are open in Archive at once, trying to add/open an additional report makes the two first reports disappear.


    Live Reporting

    Items selection

    New selection rules apply for multiple items. When cloning a report, the new report will stay selected and the base report will be deselected.
    The same apply when creating a new report. The currently selected report will be deselected and the new report will be the selected one.

    Other bug fixes

    In list view in Live Reporting the top checkbox is cut
    Deleting a shared History Item in Live Reporting does not remove the instance in Archive.
    When a Category is shared with other Users, the dialogue for the shared category do not show which Users the category has been shared with
    Report parameters do not show to the left of the report in the Filter Sidebar after running the report in Draft mode.
    An error is given when a User drag-and-drop reports to a category.



    The field Display name is now renamed to “Name”.
    When adding a user to a role, the user list is now sorted by name.


    Report Designer

    Report Designer is Excel add-on and the tool used to design reports. From this release, Report Designer is no longer considered a part of live reporting and thus have its own license assignment. One benefit with this is that users can run reports in Live Reporting without a license for Report Designer.
    To be able to edit reports and launch Report Designer from Live Reporting the user need to have e Report Designer license.


    Tenant Host Administration

    It is possible to add an existing user in the tenant host context to a tenant.
    Upgrading models for tenants now gives to a confirmation on success.
    The list of tenants now show what version of model is installed next to the tenant name.