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.