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:
For more information, see KPIs.
We have implemented a Close all button when users are viewing multiple reports in Archive.
To open multiple reports in Archive;
To close all open reports in Archive;
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;
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.
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)
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.
We have created nonclustered index on FactGLTransaction. This will improve the performance when users are running reports.
We have added two new factsets:
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.
We have made it possible to view reports side-by-side in the Archive module when users have selected multiple reports.
To do so;
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.
We have added the possibility to print reports directly from Live Reporting and Budgeting.
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.
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.
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.
We have started to translate the OneStop Reporting user interface into various languages. Currently, users will be able to choose from these languages:
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.
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);
5. In the Delete company dialog box, click the Delete button to confirm that you want to delete all information related to this company.
Added Extension fields and implemented support for Multi Company. This allows users to create consolidated report templates.
We have added the Departments dimension. In this way, this dimension can be used when creating report templates.
OneStop Reporting is now available for Visma eAccounting users.
The new integration is available in English, Swedish and Norwegian.
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.
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.
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.
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.
“Client” is now called “Tenant”.
We have added new fields for:
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.
The integration is now available in English (default), Swedish, Danish and Norwegian.
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.
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.
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.
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.
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.
We have fixed an issue where some customers experienced getting a white screen when using Full Screen mode in the Budgeting module.
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.
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.
We have now made multi-company reporting possible in MS Dyn365.
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.
NOTE: You can only send reports to users who have access to the Publisher.
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.
We have added a More (options) button when there is not enough space to display all buttons in the top menu bar.
We have added new period functionality that makes it possible to handle deviant fiscal periods.
To set deviating periods, users must do the following:
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:
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.
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.
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.
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;
NOTE: You can click the right arrow ( )to see hints on how to fix the issue that caused the error.
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:
We have also added more period attributes so Report Designer users can group period information based on more attributes, such as quarterly and bimonthly.
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.
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.
NOTE: The new owner must be a user in your system.
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:
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;
As a main administrator, you can organize your users into groups and clients:
To create a new group:
HINT: A group is a group of users who have access to create clients.
NOTE: How many clients you can create depends on your license.
For more information about user administration, see the updated Help section for Administration.
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.
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.
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;
These settings have two levels;
Email notifications are by default turned off. If you want to receive emails with your notifications, you must enable the Email notification functionality;
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.
The notification banner functionality is by default switched on. To disable;
The notification for mobile and devices functionality is by default switched off. To enable;
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.
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.
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.
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:
In the next upgrade there will be an option to set this manually from the Administration module.
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.
You can add comments to your reports in Live Reporting before sharing or archiving your executed report.
Get Templates is our online library of report templates that you can download to your library, that are instantly available to use.
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.
This is our fourth release which brings along multiple bug fixes and improvements in our category structure in the Live Reporting- and Budget module.
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:
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.
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.
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:
See documentation for further use.
When selecting a role from Roles, the Edit and Delete button was still disabled. This is now fixed.
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.
Release date 31.03.2017
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 https://help.onestopreporting.com
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.
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.
The buttons Edit/New/Duplicate in Live Reporting is no longer visible if the user doesn’t have license for Report Designer.
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.
The button Clone is now renamed to Duplicate. The functionality is identical.
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.
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.
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.
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 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.
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.