May to August 2019

Workflow/Assignments enhancements and fixes

For this release, we have focused on improving the Workflow and Assignments functionality. Above all, many of the improvements focus on functionality for collaboration across teams during the budgeting process.

To make it easier for users to know when there is a new assignment for them, they will now get a notification, either in Notifications or by email, with a direct link to their assignment. In addition, users can now see assignments that have a start date in the future in Assignments.

You can now keep everyone in a budgeting workflow in the loop by allowing reviewers and approvers to comment on all published workflows, at any time during the budgeting process. All comments will be visible in the Activity log. In addition, everyone with access to the workflow can see the Workflow status.

Furthermore, users can now see their completed assignments as these are now saved under a Completed section in the Assignments module. We have also made it easier to find budgets, by adding a Search box for both workflows and assignments.

Also new is the possibility to edit a budget template that is part of a workflow. Users can edit most aspects of the budget apart from changing the report parameters.

 

Everyone with access to a workflow can now see Workflow status

In the past, only the creator of the workflow could see the Workflow status. Now, all users who have access to the Workflow module and is a part of the workflow can see the workflow status overview.

To access the workflow status overview;

  1. In the Workflow module, click the workflow.
  2. Click the Status button.

 

Direct access to assignments from Workflow status

Users can now access their assignments directly from the Workflow status view.

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User assignments: Better visualization in the workflow matrix

When users are editing the User assignments, we have added a highlighting color so they can better see which templates and/or users are affected by the editing.

 

Select templates: Changed dialog box

The dialog box for selecting templates in the workflow has been slightly changed to provide more functionality. For example, users can now see how many templates they have selected.

 

Select companies: Companies in the workflow are now sorted with the Let user decide option at the top

Now, when you create a new workflow, and click the Select companies button, you will get the Let user decide option at the top of the list of companies.

 

Assignments: Show name of assignees on assignment cards

You can now see the user name of the assignee on the assignment cards.

 

 

Workflow notifications

Users will now get a notification, in the Notifications menu or by email, when there is an assignment for them, or any other activity in their assignments, such as comments. To access the assignment, the user can click on the notification or the Open link in the email, and they will be taken directly to the assignment.

The assignment notifications also apply to single assignments coming directly from the Budgeting module.

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Let users see workflows and assignments that have a start date in the future

Assignments that have a start date in the future will now be visible for the user in the Assignment module, under Workflows. The user will not be able to start on the assignment until the specified start date and the Assignment card will be gray until the start date is reached.

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Assignments and workflows available for users after completion

A user’s completed assignments are now saved under a Completed section. The same applies for completed workflows; when an entire workflow is completed, it will be stored under a Completed work section. The completed workflows are sorted based on completed dates. Workflows in progress are sorted based on the date of the last activity on the workflow.

NOTE: The Completed section is collapsed by default. Click the arrow to expand the section.

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Added Collapse/Expand buttons to sections in Assignments

To make it easier for users to get an overview of their assignments, we have added Collapse and Expand buttons for assignments.

The last selection the user makes, expanded or collapsed, remains the next time the user opens the assignment.

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Added Search box in the Assignments module

We have added a Search box for both workflows and assignments in the Assignments module.

 

Edit Workflow: Change date interval

It is now possible for the workflow creator to edit the date interval for a published workflow. The user can edit the date interval for the whole workflow, or for the various assignments in the assignments table.

NOTE: You cannot make any other edits to the workflow.

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Edit budget templates in published workflows

It is now possible to edit a budget template in a published workflow.

When you edit a budget template that is part of a workflow, you will receive the following message:

“This budget template is used in assignments or workflows. If you choose to edit this budget template, these assignments or workflows will be updated.
Please be aware that any changes you make may affect the budgeting process.
NOTE: Make sure you do not change any report parameters as this will prevent you from publishing your changes.”

 

 

To edit the budget template, click Edit anyway.

You can edit most aspects of the budget templates apart from report parameters. If you attempt to edit the report parameters, you will not be able to publish and must undo the edit.

To undo the edit;

  1. In Budgeting, click in the top right corner to show details of the budget template.
  2. Click Undo edit.

 

 

After you have edited a budget template that is part of a workflow, the assignees must rerun any templates they have run before.

If they have the budget template open, they will receive a message from the system that the template is updated. If they run the template, they will lose any changes they have done since they last saved.

 

Possibility to generate multiple assignments with ‘Let user decide’ parameters

If a user’s assignment contains a Let user decide parameter, the user can now generate assignments several times. In the past, the Assignment card would disappear after generating an assignment, but now the card will remain in the Create assignments section allowing users to create different budgets for different parameters from the same assignment.

For example, if a user wants to create budgets for different projects, such as, Project A, Project B, etc., the user can create multiple assignments. The workflow’s Create assignments card will be available throughout the budgeting process, so the user can go back to create assignments for other parameters, as many as desired.

NOTE: If there is a time limit set on the workflow, the assignment card will be closed after the end date.

 

Improved Workflow review

When a workflow is published, all participants in the workflow, including reviewers and approvers, can now see the assignments before they are submitted. In this way, reviewers and approvers can add and read comments to the budget before the budget user has submitted the assignments and sent for review/approval. This makes the Assignments module a more complete tool for the budgeting process.

In the example in the figure below, James is the reviewer in the workflow. As you can see, all of his assignments cards are gray, because the budget users have not started or finished their budgeting. He can, however, open all budgets in the assignments to read and write comments in the Activity log pane.

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Workflow status issue solved

Some users have experienced problems with workflow statuses when going from reviewer to approver. The issue is now solved.

 

Budgeting

 

Current period function when assigning budget template

The period function, {PeriodCalc.CurrentPeriod}, is now a valid parameter value when assigning a budget.

 

Translations

 

Change language of Help pages

We have now made it possible to change the language of the Help pages by selecting from the language buttons at the top of the Help pages.

The Help pages are available in Swedish, Norwegian, English, and Danish. Please note that we are currently working on updating the help for Swedish, Norwegian and Danish to reflect the latest releases of OneStop Reporting. The English help pages will always contain the most recent updates.

 

OneStop Reporting now available in French

French is now available as a language in the OneStop Reporting Portal, as well as in Report Designer.

To change the language of the portal;

  1. Click Settings > User settings.
  2. On the My profile tab, click the Language drop-down menu to select language.

 

Administration

 

User permissions: Can manage connections

We have made the following change for user permissions:

Can manage connections has been moved out of Permissions. This means that if a user should be able to set up connections to retrieve data from the ERP system, this permission must be set separately.

 

User permissions: Added Download to Excel as a permission

We have added a new permission in the user settings to allow administrators to control whether a user should be allowed to download a report in Archive as an Excel file or not. If a user does not have this permission, the report can only be downloaded as a pdf.

This can be useful if there are parts of a report, such as hidden data, that you do not want other users to see.

 

 

  • If users have the switch turned on in their Permissions, they are allowed to download reports as Excel files in Archive.
  • If users have the switch turned off in their Permissions, they are only allowed to download reports as pdf files in Archive.

 

 

 

Get Data

 

Option to lock connections

We have now made it possible for users to make a connection private in Get Data > Create new connection/Edit connection. This can be very useful for users that have multiple companies in a connection and want to prevent users with the Can manage connections permission (see above) from editing the connection. Even if a connection is locked, the users with the Can manage connections permission will still see the connection, but it will be locked for editing.

NOTE: Administrators at the top level can still manage all connections, even locked connections made by other users.

 

When you first set up a connection, or if you click Edit on an existing connection, you will now see a Allow other users to edit this connection switch. The switch is off by default.

  • If you turn off the switch, only you can edit a connection, such as adding other companies etc. All users with the Can manage connections permission will see the connection, but the connection will be shown with a Lock icon next to it. 

 

  • If you turn on the switch, all users with the Can manage connections permission are able to edit the connection.

IMPORTANT: If a connection is not private, users with the Can manage connections permission can see all companies in the connections, even companies they do not have data access to.

NOTE: All existing connections will be locked to the user who created the connection initially.

 

Changes to Connections display in Get Data

As mentioned above, the new lock connections option also affects how connections are displayed in the Get Data > Connections list.

In the past, the Connections list was filtered, for example, according to which companies users had data access to. Now, we have changed this, and users with the Can manage connections permission will see all connections that exist in a tenant, even connections they cannot edit (that are locked ). If a connection has the Allow other users to edit this connection switch turned on, users that are allowed to manage connections will also see companies they do not have data access to.

NOTE: Now that users with the Can manage connections permission can see all connections, they can also see all Connection names. Users creating connections should therefore be careful when they select connection names.

 

 

Report Designer

 

No longer support for Office versions lower than 2013

We no longer support Microsoft Office versions lower than 2013.

 

Changes to the Sheet per value functionality

There is a change in how the Sheet per value functionality works.

Now, in order for this to work, you must have the value, for example, Region, on the Sheet filter.

 

To create Sheet per value;

  1. On the OneStop Reporting tab, in the View group, click the Report Parameters button.
  2. Click Edit parameter (on, for example, Region).

4. In the Report Parameter Wizard, click Next, and then Next again.

5. Under Options, select the Create sheet per value checkbox.

6. Click Finish.

 

Protect non-input cells

This checkbox is selected by default to protect non-input cells in budget templates. This means, when the checkbox is selected end users cannot input numbers to any cells in the Budgeting module, apart from those that contain storage rules (budgeting amounts with storage rules defined). However, you now have the option of deselecting this checkbox. When this is deselected, end users can input numbers into any cell in the budget template, also those that do not contain any storage rules. Please note that this option will apply to the whole budget and make any cell an editable cell.

To access the Protect non-input cells checkbox;

  • On the OneStop Reporting tab, in the Configuration group, click Report Properties, and go to the Budgeting tab.

 

Help available

You can now access the help for Report Designer directly from a Help button on the OneStop Reporting ribbon.

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Changes to Conditional storage Settings on the Budgeting tab

Store even unchanged cells option has changed name to Store unchanged cells. The logic remains the same: 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.

Ignore cell value 0 option has changed name to Delete transactions if cell value is 0, and will now have the following logic:

  • If the option is checked and the cell value is 0 (either entered or calculated), the underlying record will be deleted.
  • If the option is un-checked and the cell value is 0 (either entered or calculated), the number 0 will be stored in the underlying record.
  • If the user clears the cell by pressing delete or backspace (or by formula), the underlying record will always be deleted regardless of whether the option is checked or not.

Suppress delete option has changed name to Delete transactions for empty cells. The logic remains the same: If this option is selected, the value is used to update existing/insert a record in the storage dimension. This will also apply to transactions where there has been a value that has now been set to 0.

 

 

 

Fixes

 

Report Designer: Having non-OSR workbook and OSR Report Designer open at the same time

In the past, some users have experienced problems when they have a non-OSR Excel workbook and Report Designer open at the same time. The issue is now solved.

 

Report Designer: Switching company

We have fixed an issue where users have experienced being asked to log in again when switching company in Report Designer. Users should not have to log in again after switching company.

 

Report Designer: Users are asked to download even when they already have it installed

We have fixed an error where users who already had Report Designer installed were asked to download Report Designer each time they opened a report from the portal.

 

Report Designer: Year to Date function

Some customers have experienced that reports with the Year to Date function in a row or column would not show any numbers. The issue has been fixed and all reports containing this function should now behave as normal.

 

Administration: Default permission selection for administrator role is now set to all permissions

In the past, users have experienced that administrator users in a role do not have all permissions set by default. This issue has now been fixed.

 

Data Manager: Prompt to confirm action when leaving page without saving

Users will now get a Confirm action dialog box if they leave or refresh the Data Manager without saving their work.

 

 

Data Manager: Possible to use comma as a decimal separator

We have made it possible to use comma as a decimal separator in Data Manager when users have selected a portal language in which comma as a decimal separator is the standard. In the past, Data Manager would disregard commas as a decimal separator and, for example, change 0,1 to 1 when numbers were saved.

 

Archive: Fix for toggle vertical/horizontal when opening multiple reports

Some users have experienced that the Vertical/Horizontal toggle button has disappeared when they open multiple reports in Archive. The issue has now been fixed.

 

 

Budgeting: No refresh of the budget template when storing budget numbers fails

In the past, if OneStop Reporting detected an error in the budget, such as a wrong character, and the user clicked Store, the budget would automatically refresh and, consequently, remove added budget numbers.

We have now fixed this issue, and the screen will not refresh. The user will now get the error message, but the added numbers will not disappear.

 

Budgeting: Lookup gives error when opened in a draft budget

Some users have experienced an error when a budget template is in Draft mode as they run the report and try to use the Lookup for the parameter. This issue has now been fixed.

 

Budgeting: Copying and pasting values with decimals

Some customers have experienced that when they try to copy and paste numbers with decimals, the numbers are rounded up or down to the nearest whole number. We have now fixed this issue and decimals are kept when users are copying and pasting numbers in their budgets. In addition, users can copy numbers with decimals from Excel to budgets in the portal.

 

Budgeting: Using comma separator when Norwegian is selected in the portal

In some cases, users who have the OneStop Reporting portal language set to Norwegian have experienced issues when storing budget numbers with decimals. The application would remove the decimal numbers. This issue is fixed and decimals are now saved to the budget.

 

Known issues

 

Report Designer: Avoid groups from disappearing from the Layout Editor

Some users have experienced that groups disappear from the Layout Editor when designing reports in Report Designer. To fix this issue it is recommended to turn on the Optimize for compatibility option;

  • Go to File > Options > General, and select the Optimize for compatibility checkbox.

Please note that you must restart the application for the change to take effect.