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.