Release Notes

  • 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.

     

     

     

    Improvements

    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

     

    Xledger

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

     

    24SO

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

     

    Xero

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

     

    Tripletex

    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.

    Before:

    Now:

     

    Integration specific improvements and fixes

     

    24SO

    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.

     

    Xero

    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)).

     

    QuickBooks

    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.

     

    TripleTex

    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

     

    • 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.

     

    VismaNet

    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.

     

    Xero

    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.

     

    Fixes

     

    • 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

     

    Xledger

    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


    Notifications

    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

     

    Comments

    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.

    General

    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.

    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.

    Budgeting

    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.

    Administration

    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 https://help.onestopreporting.com

    General

    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.

     

    Administration

    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.

    General

    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.

     

    Archive

    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.

     

    Administration

    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.