October 2018 to January 2019

(On-Premise)

 

We have launched OneStop Reporting eLearning

OneStop Reporting offers an online training platform – eLearning. The platform contains educational courses and videos, so that you can get a unique insight into the OneStop Reporting solutions.

To order eLearning, please contact us at orders@onestopreporting.com.

On-demand learning

You can learn whenever you want, and wherever it suits you. This gives you the opportunity to learn at your own pace, and always have access to educational material.

The eLearning module contains:

  • Short videos: Covers a specific issue, so you can quickly find the answer you are looking for.
  • Courses: Contains multiple lessons to learn more in-depth about a specific topic. Some courses have assessments to test your knowledge after completion.
  • Learning paths: Contains multiple courses, so you get an even better understanding of an aspect of the product. We have put together relevant courses to make it easier for you to get the full overview. This should equip you with enough knowledge to fully utilize the functionality we offer.

 

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For more information about the e-learning, click here.

 

Improved Help

We have improved our context-sensitive help section, so that our customers see relevant help topics. In the past, we were not able to differentiate between the various installations of the OneStop Reporting portal. With the upgrade, users will get help specially tailored for their system.

To open the Help pane;

  1. Click  https://help.onestopreporting.com/wp-content/uploads/2017/04/btn_topbar_help.png  Help.
  2. Use the Search for help field to find more topics.

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To open the Help in the browser;

  • Scroll down to the bottom of the Help pane and click the Open in Browser link.

 

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New feature: The portal is now available in Swedish and Danish.

The OneStop Reporting portal has now been translated into Swedish and Danish.

To change the language of the portal;

  1. Click  https://help.onestopreporting.com/wp-content/uploads/2017/03/btn_settings.png  Settings.
  2. Click  https://help.onestopreporting.com/wp-content/uploads/2018/04/user_settings.png  User settings.
  3. On the My profile tab, click the Language drop-down menu to select a language. The language changes immediately.

 

Live Reporting: Auto-refresh for report templates

In Live Reporting, when you open a report template, you can use the   https://help.onestopreporting.com/wp-content/uploads/2019/01/Auto-refresh.png slider to select to refresh data every 5, 10, 15, 30, or 60 minutes.

 

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Live Reporting: Export reports and report packages as PDFs

You can now download executed reports or report packages as a PDF file.

  1. In Live Reporting, select a report template or report package.
  2. Click Open.
  3. Select parameter(s) and click Run.
  4. In the upper right corner, click the arrow under the Export to Excel button and select Download as PDF.
  5. Select to open or save the PDF file.

 

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Report parameters are now collapsible

We have made the Report parameters sections collapsible so users get more space when working on report and budgets in Live Reporting, Budgeting and Assignments.

To hide the Report parameters sections;

  1. In Live Reporting, Budgeting and Assignments, open a template.
  2. Click the Report parameters drop-down arrow to hide.
  3. Click again to show again.

 

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Publisher: Added 7 days scheduling

You can now schedule a publishing job to recur every 7 days (in addition to the monthly scheduling).

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Budgeting: Access to Budgeting setup

To use the Budgeting setup in OneStop Reporting, the user must have the Can manage connections permission and a Budgeting license.

In the past users had to be Customer Administrators to use the Budgeting setup.

 

Administration: Set up Voucher Service for servers in DMZ

In the installation wizard, you can install Voucher Service.

 

 

In the Voucher Service step, you must enter port number for the voucher service. This is the port that is used for communicating to the external web server.

 

 

Administrate Voucher Service settings in OneStop Reporting

To turn on the Voucher Service;

  1. Click  https://help.onestopreporting.com/wp-content/uploads/2017/03/btn_settings.png  Settings.
  2. Click  https://help.onestopreporting.com/wp-content/uploads/2017/03/btn_settings.png  System Settings.
  3. Turn on the https://help.onestopreporting.com/wp-content/uploads/2018/02/Switch_on-e1521637305621.png Enable voucher service switch.
  4. Enter your voucher service URL.
  5. Click Save.

NOTE: If you have already set up the voucher service, you can use this user interface to edit the voucher service URL.

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Administration: Support for integration extensions

We have now support integration extensions. Please note that we currently do not have any tools for you to build extensions in OneStop Reporting, but you can upload extensions and use.

As an administrator of a tenant, take the following steps to upload a customized model or an extension:

  1. Click  https://help.onestopreporting.com/wp-content/uploads/2017/03/icon_getdata_job_processing.png  Settings.
  2. Click  https://help.onestopreporting.com/wp-content/uploads/2018/09/elements_hierarchy.png  Administration.
  3. At the Tenant level, on the Overview tab, click the Add button in the Extensions section.

 

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NOTE: Models can only be uploaded if the model is licensed. Extensions can only be uploaded if the base model is installed and licensed.

To remove an extension;

  • Click  https://help.onestopreporting.com/wp-content/uploads/2017/03/btn_delete.png  Remove extension.  The base model will remain.

 

Administration: Impossible to remove last Administrators on the customer level

In the past, administrators could remove themselves as administrators, even when they were the only administrator at that level. We have now removed this functionality to prevent the risk of not having administrator rights on this level.

If you try to remove the last Administrator at the Customer level, you will receive this message: “There has to be at least one Customer Administrator. Assign another user as Administrator before removing this user.” You must then add another Administrator and try again.

 

Report Designer: Partial support for Excel Macro-Enabled Workbook

We now offer partially support for macros (Excel) for reports in OneStop Reporting.

You can use macros in your reports when you create them in Report Designer and upload to OneStop Reporting portal. However, the macros will not run in the portal, but must be downloaded to Excel by the user for the macros to take effect.

 

Create reports with Excel Macro-Enabled Workbook

  1. Create a new or edit an existing report from Live Reporting in Report Designer.
  2. Create the macros.
  3. Click Save.
  4. In the dialog box that opens, click No to be able to select .xlsm format for your report.

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5. In the Save as dialog box, select the Excel Macro-Enabled Workbook (*.xlsm) file format and click Save.

The report is uploaded to the portal.

NOTE: The macros cannot be run in Live Reporting, so the receiver of the report must download the report to Excel.

 

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Exceptions

You cannot use Excel Macro-Enabled Workbook for packages in OneStop Reporting; the macros will only work for the first report in the package.

In addition, you cannot use the Sheet per value functionality when using macros in your report.

 

Report Designer: New Settings for Conditional Storage for Budgeting in Report Designer

We have implemented a new Settings menu for conditional storage for when creating budget templates in Report Designer.

Previously this options only had a Store always option. Now, users can better control how data are stored, for example, by ignoring rows or columns.

 

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Store even unchanged cells: 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.

Ignoring rows or columns:

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  • Use ignore flag on row: If the first cell in a row contains a value, the entry is ignored; hence not stored. False, 0, or empty string count as no value.
  • Use ignore flag on column: If the first cell in a column contains a value, the entry is ignored; hence not stored. False, 0, or empty string count as no value.
  • Use ignore flag on row or column: If the first cell in either the row or column contains a value, the entry is ignored; hence not stored. False, 0, or empty string count as no value.

Ignore cell value 0: Means that cells including 0, NULL, or empty are not stored. This is useful when you have larger budgets to avoid creating unnecessary records.

 

Suppress delete: Normally, values in a cell are deleted after pressing BACKSPACE or DEL or blanking out the value. If this option is selected, the value is used to update existing/insert a record in the storage dimension.

 

 

New integrations

We now support Visma Lønn, Visma Administration and Microsoft Dynamics AX (2009).

 

 

Fixes

  • Live Reporting: When you create a new report in Live Reporting, the page now navigates to where the new report is in the report library. This makes it easier for users to see their new reports.
  • Archive: Playlist column widths: We have adjusted the column widths for Playlists so that the Date column shows the entire text. We have also removed the Type column.
  • Report Designer: Fixed issues with “Based on Excel range” settings in Comparable data: We have fixed an issue where users experienced that even though they selected the Based on Excel range option in Comparable data, the data were based on historical data.
  • Report Designer: Fixed error when saving budgets with protected sheets in Report Designer. Some users have experienced error messages when input-protecting cells in Report Designer.
  • Report Designer: Fixed issues with performance problems with the Index Excel formula in the portal by upgrading to SpreadJS 11.2.6.
  • Report Designer: Error in Period lookup: We have fixed an error where some users would get an error message when using the Period lookup when the Current checkbox was selected.
  • Workflow module: Fixed issue with publishing workflow with templates without parameters: Users have experienced receiving error messages when they set up a workflow that contains a template that does not contain any parameters.
  • Workflow module: We have fixed an issue where some users would get a script error when editing a workflow user when there are no parameters in the workflow.
  • Workflow: Crash when opening duplicated workflow: We have fixed an issue where some users would experience crashes when opening a duplicated workflow and clicking the Edit button.
  • Budgeting: Creating budget assignment does not refresh parameter values after changing company: Users have experienced that when they assign a budget template and try to change company, the data are not updated. This issue is now resolved.
  • Budgeting: We have now made it possible to delete content of a range of cells with Line Item Details in a budget template. In the past, you had to delete cell by cell for cells that contained LIDs.
  • Budgeting: Missing scroll bar in Budget Flow: When users had budget templates with multiple parameters in a budget flow, there was no scroll bar. This has now been implemented.
  • Budgeting: Copying cells in budgets not working in Internet Explorer: We have fixed an issue where users could not copy/paste cells in a budget more than once when using Internet Explorer.
  • Budgeting: Line Item Details: We have fixed an issue where some users experienced problems when pasting numbers in ranges; the numbers without decimals would disappear. Also, for ranges containing empty cells, the old values were not overwritten.
  • Budgeting: Distribution rules do not appear in Spread dialog: We have fixed an issue where some user experienced not being able to use distribution rules they have created in Settings > Distribution rule in Line Item Details in Budgeting.
  • Budgeting: Save button always active: In the past, if users had selected the Store always option as a storage rule in a budget template, the Save button in the portal was inactive until the user actually started to edit a cell. This is now fixed so the Save button is always active.

 

Upgraded to new SpreadSheetGear version

The upgrade will fix a number of issues, such as:

  • Improved performance for some complex array formulas.
  • Fixed issue where adjoining cell borders that use different shade of the same Theme Color would not always render correctly.
  • Fixed a problem which caused data validation to sometimes incorrectly return false when the cell being validated is below the last data cell in a column and the data validation has the possibility of returning true for a blank cell.
  • Fixed date parsing to allow parsing dates without spaces such as “01nov” and “nov2018” as Excel does.
  • Fixed number formats such as “$?,???,???,??0” to include spaces for unneeded decimal separators.

For more information, see: https://www.spreadsheetgear.com/downloads/whatsnew.aspx

 

Integration-specific fixes

 

Administration: Set dynamic path for Visma Document Center

In the previous version, users could not set a dynamic path for Visma Document Center. This has now been fixed.

If you, for example, enter \\visma1\VismaData\Workflow\{Company}\Documents2 this path will now point to \\visma1\VismaData\Workflow\F0014\Documents2. (Where F0014 is the company code.)

For Visma Business, you can use the Prog table to override the path;

If you set up a key named voucherviewer, the Data area column should include an exact path to the vouchers, including the company code, such as, C:\Visma\Vouchers\F4100\Documents.

For outgoing invoices:

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For incoming invoices:

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(Screen shots are in from a Norwegian user interface)

 

For Visma Global, you can override the path from the [<schema>].[PMValue] table. The key is called “documents” and the column ValueText determines the path.

 

Support for PDF in Visma Document Center

We have now implemented PDF support for Visma Document Center, so users can view vouchers from pdf format.

 

Visma Global

Voucher viewer fails when customers have multiple companies. We have fixed this bug, but for users who have already installed, you can use the following workaround:

If you have more than one company, you must update the path for the vouchers in the ValueText field in the PMValue table where the Name column is Documents.

You must do this for each company database.

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Data Manager: We have fixed an issue where users could not delete rows in the Data Manager table. The Delete rows button is now available for Visma Global.

 

Fixed Norwegian User Interface issue: Some users have experienced getting Danish language when they selected Norwegian. If the problem persists after upgrading to the latest version of OneStop Reporting, please contact support.

 

Dynamics AX

AX Virtual Companies: We have made it possible for customers to use virtual companies and accounts in OneStop Reporting. The setup works exactly like it did in version 4.6, where users have to retrieve the folder location from the setting named Settings.ContentFolder. Then, a sub-folder path Models should be added to this path. The resulting path will be something like C:\OneStop\Content\Models.

For more information, see https://help.onestopreporting.com/help/misc/virtual-company-in-microsoft-dynamics-ax/?type=onpremise

 

Dynamics GP

Administration: Leading and trailing blanks in ERP connections: Some users have experienced formatting issues with report templates due to not being able to remove leading and trailing blanks when connecting to their ERP system. This issue is fixed by setting remove blanks as the default settings when connecting to the ERP system.