2023







Release Notes

NOTE: This page is for OneStop Reporting Cloud. Do you want to view release notes for on-premise, click here.

 

  • October 2023

    What’s New

    Fixes

     

    Reporting

    • We have fixed an issue where INDIRECT would not work for Package report types.
    • We have fixed an issue where PeriodStart and PeriodEnd would be off by 1 day for many of the cloud integrations. (NOTE: This did not led to error in reports.)

     

    Budgeting

    We have fixed an issue where charts would disappear when navigating between sheets.

     

    Added Dutch translations

    We have updated some of the Dutch translations.

     

    Bug fixes and feature requests per integration

     

    Bugs & Feature Req. Integration Module in Report Designer Factset/Dimension Attribute/Measures Comment
    Feature PowerOffice GO General Ledger / Projects Balance Added Balance amount per project
    Bug Visma.net Finance General Ledger Transactions Transaction Description Fixed an issue with incorrect datatype for attribute
    Feature Visma.net Accounts Payable Supplier Document Multiple Enhanced performance or reports built on the factset Supplier Document
    Feature Visma.net Accounts Payable/Receivable Supplier Payment/Customer Payment Multiple Enhanced performance for reports built on the factset Supplier Payment and Customer Payment.
    Bug Tripletex General Ledger Open Post Due date Open posts will now show the due date even if the remaining amount is 0
    Feature Visma.net Project Accounting Project Transaction Billable Quantity Added Billable Quantity to Project Transactions
    Bug Visma.net Accounts Receivable Customer Invoice Line Quantity Fixed an issue where quantity where missing minus on the credit note.
    Feature UniEconomy Multiple Free dimensions Name Added name fields to free dimensions 5-10
    Feature UniEconomy Budget OSR Budget/Free dimensions Multiple Added free dimensions 5-10 to OSR budget

  • September 2023

    What’s New

     

    New Graphs in reports

    We have released new functionality for graphs in reports published for all our customers October 2nd, 2023.

    The functionality includes

    • Interactive graphs
    • Improved text and picture quality
    • Hover functionality like we know from Excel

     

    See the course “Graphs in OneStop Reporting” on Visma Learning Universe for more information:

    Course in Norwegian

    Course in English

     

    Administration – Moved data access to User level in New Administration

    Data access will no longer be available on Role level, but is moved to User in the New Administration. It is the same procedure on Company level as Client.

    1. Select the Company or Client, and then Users.
    2. Select the user(s) an click the Actions button and then Add company access.
    3. Select the company or companies in the list Select companies, and click OK. (Bilde2.png)

    NOTE: Limited access to companies must be given on the User level in the Old administration.

     

     

    Upgraded Date Picker

    We have upgraded the Date Picker with a new design.

    Select a single date, a period, or a date range. Click on the arrows, the month, or the year to get a wider range.

    Places where you can find the Date Picker

    • Reporting
    • Publisher – Scheduling & parameters
    • Workflow – Workflow setup => Default parameters
    • Budgeting – Report Parameters
    • Assignments
    • Import data (datahub) – Job custom date range
    • Old customer administration

    Choose a single date, a period or a date range. Click on the arrows, the month, or the year to get a wider range.

     

     

     

    Report distribution – Added label for Inspirational templates

    We have added a report label for “Inspirational templates” under Report type. Inspirational templates are report templates that are meant to be used as inspiration for report creators when they are creating their own templates. With the added label for such reports, you can decide on who gets to see these report templates.

     

     

    Fixes

    Data Manager – Save button disabled after clicking Save

    We have disabled the Save button in Data Manager after users have clicked Save. In this way, there is no confusion if changes have been saved.

     

    Fixed translation error

    Fixed a typo in the Norwegian text for the status of data in reports. Text is now “Data ble oppdatert for X tid siden”.

     

    Budgeting – Fixed storage of budget values if sheet per value name is larger than 50 characters

    We have fixed an issue when users are storing budget values if sheet per value name is larger than 50 characters.

     

    Budgeting – Fixed Line Item Details issue

    We have fixed an issue where Line Item Details would not always be activated when description/name were used for sheet per value.

     

    Bug fixes and feature requests per integration

     

    Bugs & Feature Req. Integration Module Factset/Dimension Attribute/Measures Comment
    Bug Business NXT Multiple General Ledger/ Companies for group Reporting Multiple Enhanced performance of group reporting based on General Ledger Transactions by adding indexes to database.
    Bug Business NXT Live General Ledger Budget Lines N/A Fixed an issue where saving budget data would, in some instances, change budget data in other scenarios where transactions had equal line numbers.
    Bug Business NXT Budgeting Fixed Line Item Details not always activated when description/name is used for sheet per value
    Feature Visma Business

    Business NXT

    Business NXT Live

    		 Multiple R-dimensions GR X Description Added an attribute for the description of GR (Group) fields.
    Feature Visma.net Sales Sales Order Added “Unit of Measure” in Salesorder

  • August 2023

    What’s New

     

    Fixes

     

    Budgeting

    We have made the following fixes for Budgeting:

    • Fixed an issue where the Get Templates button in the Budgeting module disappeared when using Back.
    • Fixed an issue where categorizing and copying budget templates didn’t work properly before refreshing the page.
    • Fixed an issue where budget templates started on the wrong sheet.
    • Added support for remembering groups and sheets when saving budgets so that users can continue their work where they left off before saving.

     

    Reporting

    We have added endpoint-to-model mapping for all integrations. Reports should now correctly display when data was last updated.

     

    New Administration

    We have fixed a typo where an English word appeared in the Norwegian translation (Roles-Roller).

     

    Workflow

    We have fixed an issue where parameter chaining didn’t work when an assignment had the Let user decide option.

     

    Integration-specific fixes

     

    Tripletex

    In Data Manager, we have removed rows from ExtDimProject, that are not linked to existing project.

     

    Xledger

    In Get Data, we have added Modify datetime filter to the Project endpoint to improve data imports.

     

    Visma.net

    We have fixed an issue where fields in Data Manager were left empty after saving data (EntityKey did not update correctly for extension tables when the ODP company Id changes).

     

    Bug fixes and feature requests per integration

     

    Bugs & Feature Req. Integration Module FactSet/Dimension Attribute/Measures Comment
    Feature Request Visma Business / Business NXT / Business NXT Live Sales Orders Document Order Lines Period & Product Added a link to Period and Product in Document Order
    Feature Request Multiple Period Functions Added period function “This Quarter Last Year” to Report Designer
    Bug Visma Business / Business NXT / Business NXT Live System This Company Added missing Finnish translations
    Feature Request Visma Business Document Added DocumentId to FactSet Document
    Feature Request Visma Business / Business NXT / Business NXT Live Product Product Added a link to Source Country in the Product dimension
    Feature Request Visma Business / Business NXT / Business NXT Live Multiple Multiple GR-fields Added a group description with translation depending on user settings

  • July 2023

    What’s New

     

    Duett integration now available for all customers

    We are pleased to announce that the Duett integration is now available for all customers.

     

     

    Reporting – Label OneStop Reporting reports as Internal or External

    We have added the possibility for customer administrators to label reports distributed from OneStop Reporting as “internal” or “external”.

     

     

    Reporting – Use labels as filters

    Users can now use labels to filter reports.

    To filter on labels;

    1. In Reporting, click Filters .
    2. Under Labels, select the filter you want to filter on.

     

     

     

    Reporting – Added status of data imports

    We have added statuses for data imports to the Reporting window. The displayed text differs from Cloud and On-Premise integrations

    • Cloud: The text provides information about when the report was run and when the last import was done. If OneStop Reporting has fetched more data since the report was last run, the user will be told to run the report again in order to view the latest updates. The information is based on the data used in the reports and can differ from report to report, if all data is not fetched at the same time.

     

     

    • On Premise: Both sentences refer to when the report was last run, as data is fetched directly through the local database and is therefore always up to date.

     

     

    • General: In some instances, the status text can display “The age of the data is unknown”. This could mean that the report in question has not been run since OneStop Reporting started tracking the age of the data used in the report. In this instance, try running the report to see if the display text changes (this should not be an issue in the future with the same report). Another reason why this text could show up is issues with the connection to the ERP system and data import. Go to the module Import Data or Data Connection to identify the error. For reports connecting data from Visma.net and Severa (PM) or Fenistra, the status text will always say “The age of the data is unknown”. This is because this feature is not yet supported by cross-integration reports.

     

     

    Fixes

    Reporting – Various fixes

    We have fixed the following issues:

    • Links in reports were not always working when cells were merged.
    • Dependencies between two parameters in the lookup filter interrupted the running of a report.
    • Running and shutting down reports on repeat led to decreased performance when shutting down reports.

     

    Chart of Accounts – Account group issue for customized Chart of Accounts

    We have fixed an issue where some account groups were not available for customers with a customized chart of accounts if the chart of accounts were edited before the release of new account groups.

     

    Import data (for PowerOffice GO) – Improved data reliability and faster imports

    We have decreased the maximum number of days for scheduled imports to 5 days. This enforces fetching data based on last changes for scheduled imports, instead of transaction date. Existing scheduled import jobs are automatically updated. No change to manual import jobs. This will result in better data reliability and faster imports.

     

    Bug fixes and feature requests per integration

     

    Bugs & Feature Req. Integration Module Factset/Dimension Attribute/Measures Comment
    Feature Request Visma Business / Business NXT / Business NXT Live Finance Update Voucher Multiple Added new FactSet for Updated Voucher
    Bug UniEconomy Group Reporting Multiple Fixed an issue with fkEntityKey to improve the performance and execution time of many group reports
    Bug 24 SevenOffice System This user Changed the display name of the module system and the FactSet This user. Previously the display name was “0”
    Feature Request Visma.net General Ledger Added Filter to Financial Period. Now the imports for Custom Date work without errors
    Bug Visma Business / Business NXT / Business NXT Live Capital Asset Capital Asset Balance Multiple Added new FactSet for Capital Asset Balance
    Feature Request Softrig, UniEconomy Group Reporting Fixed an issue where the companies for Companies For Group Reporting would not be fetched correctly
    Bug Visma Business / Business NXT / Business NXT Live Sales Orders Multiple Multiple Added Finnish translations for Order Type and Trans Type
    Feature Request Visma.net Accounts Payable Supplier Invoice Lines Multiple Added discounted prices to Supplier Invoice Lines
    Feature Request Visma.net Multiple Multiple Updated API for Earning Type Dimension to fix the link in Project Transactions Factset, added a link to Time Card Summary Factset
    Feature Request Visma.net, Tripletex, Visma Business, Business NXT, Business NXT Live Period functions Added 24 months rolling period function

     

  • June 2023

    What’s New

     

    Administration – “Tenant” is now “client”

    We have changed the name of tenants to clients in English, and “klienter” in Norwegian, Swedish, and Danish.

     

     

    Administration – Moved Add/Remove extensions to New Administration

    We have moved Add/Remove extensions to New Administration > client > Client settings.

     

     

    New Administration – Roles: “Members” are now called “Users”

    We have changed the term “Members” to “Users” in Roles.

     

     

    Budgeting – Replaced “Main line” with “Current line” in Spreading and Line Item Details

    We have removed Main line as an alternative when making adjustments in Spreading and Line Item Details and replaced it with Current line.

     

     

    Fixes

    Translations to Danish and Finnish

    We have added some missing translations to Danish and Finnish.

    Reporting – Week number issue

    We have fixed an issue where =WEEKNUM(XXX;21) would not return the correct number of the week.

    Budgeting – Details on budget template

    We have fixed an issue where it was not possible to view all details on budget templates.

    Workflow – Parameter issue for templates

    We have fixed an issue where parameters would not update correctly when removing/adding templates to a workflow.

     

    Bug fixes and feature requests per integration

     

    Bugs & Feature Req. Integration Module Factset/Dimension Attribute/Measures Comment
    Feature Request Visma Business / Business NXT / Business NXT Live Customer, Supplier Customer Balance, Supplier Balance Added new calculated fields to Customer and Supplier Balance
    Feature Request Visma.net Sales Shipments Invoice Number Added new field: Invoice number to Shipments. The user should now be able to much easier create reports that contain data about orders, shipments and invoices.
    Feature Request Business NXT API Multiple Scenario Removed possibility to store data to dimension OSR Scenario. OSR Scenario will no longer show up as a dimension in Data Manager
    Feature Request 24SevenOffice GL GL Transactions Added support for up to 20 user defined dimensions in the General Ledger factset (up from 5)
    Feature Request Visma Business / Business NXT Live Finance Budget Transactions Added storage to field: budgetlinetype in the Budget transactions factset (BgtLn). Users will now be able to save data to this field
    Feature Request Multiple Multiple Multiple Added support for Excel formula WEEKNUM (return value gives the day the week begins, helpful for reporting)
    Bug Visma Project Management Project Management Project Fee/ Period Added link between product cost and period based on eventDate
    Bug Visma.net Time Card Time Card Summary/Projct fixed Fixed the link to the Project fixed dimension in Time Card Summary
    Feature Request Visma.net Multiple Inventory Multiple Added fields from packaging (Weight, WeightUoM, Volume, VolumeUoM) to the inventory dimension
    Feature Request Visma.net Timecard Multiple Added English translation for Time Card and Time Card Summary
    Feature Request PowerOfiice GO General Ledger General Ledger Transactions IsReversed Added attribute IsReversed to General Ledger Transactions
    Feature Request Visma Project Management Project Management Project Travel Expenses Multiple Added new factset: Project Travel Expenses

  • May 2023

    What’s New

     

    Support for Merge & Center in expanded rows and columns in the portal

    We now support the Excel-function Merge & Center in expanded rows and columns in the portal.

     

    A screenshot of a computer Description automatically generated with medium confidence

     

    Previously, this function was only supported in Report Designer, and in the portal in instances where groups did not expand.

     

     

    This change will affect existing reports (if Merge & Center is in use) as well as all new reports.

    NOTE: There might be instances in certain report designs where Merge & Center is still not supported. Create a support-ticket through the partner portal or Support.osr@visma.com if you experience this issue.

     

    New Administration

    Added columns on Users tab

    We have added new columns to the User tab in the new Administration:

    • Roles: All roles that the user is connected to.
    • Status: If user has pending invitation or is active
    • Is Auditor: If user is auditor or not
    • Employee setting: If user is external or internal employee
    • Last logged in: Date and time when user last logged in to portal.

     

    Assign or unassign Roles (for distribution)

    We have added the possibility to assign or unassign roles for a user from the settings for a user on the Users tab.

     

     

     

    Distribution: Distribute reports with the same tenant as source and destination

    We have added the possibility to distribute a report with the same tenant as source and destination.

     

    Fixes

    Budgeting: Budget template information missing

    We have fixed an issue where information fields for budgeting template details were missing.

    Administration: User reports timed out

    We have fixed an issue where very large user reports timed out.

    Dashboards: Display issue for Business NXT integration

    We have fixed an issue where users who had both Business NXT integrations would only display Dashboard data from the Live integration.

     

    Bug fixes and feature requests per integration

    Bugs & Feature Req. Integration Module Factset/Dimension Attribute/Measures Comment
    Feature Request Business NXT API, Business NXT Live Multiple Multiple Week Added new fields for TransactionWeek based on the voucher, value -and due date.
    Feature Request Visma Global Multi Company Reporting Global Company Budget Foundation FreeDimension Added FreeDimension (OSR specific dimension in Data Manager) to Multi Company Reporting. NOTE! MCL Setup has to be run before this change will take effect.
    Feature Request Tripletex Accounting Budget Transaction Implemented a new endpoint for budgets. OSR now fetches all budgets (Company, department, project, product, and employee).
    Bug Tripletex Fixed an issue where budget data was missing
    Feature Request Visma Business, Business NXT API, Business NXT Live Multiple Multiple Added R-fields as normal attributes to Customer and Supplier. Also added these to the Multi-Company solution
    Feature Request POGO Time Tracking Time Tracking Entry Added a new solution for time-transactions for POGO. The Time Tracking factset has been updated with a lot of new fields.
    Bug Visma Business, Business NXT API, Business NXT Live Finance Budget Transactions Changed the link type for Account in the Budget transactions Factset. Transactions without an account should now appear in Data Manager
    Bug Visma.net Multiple Fixed a data-import error for WareHouseLocations.
    Bug Visma.net Project Management Customer Fixed an error that caused storing for ext. fields to fail
    Bug Visma Business General Ledger Voucher Fixed an issue where values from December differed when running a report for the whole year compared to running it exclusively for December
    Feature Request Visma Business, Business NXT API, Business NXT Live Finance Account Added new endpoint: Account Type
    Feature Request Visma Business, Business NXT API, Business NXT Live Finance Batch Added new endpoint: Batch
    Feature Request Business NXT API, Business NXT Live Multiple Multiple Added new endpoints: Accounting Documents, Approval Tasks, and Approval Task Log Change

  • April 2023

    What’s new

     

    User Roles and Report Labels

    With Roles and Labels it is possible to distribute specific reports to specific users.

    Report labels are selected for each report and role, then users are added to roles.

    Which reports the user will have access to depends on the user’s role.

     

    Distribution setting: Use labels to filter reports

    NOTE: Only administrators at the top (customer) level are able to edit this setting.

    To turn on the functionality for Roles and Labels, the setting must be selected at the customer level. Before the setting is selected, Roles and Labels will have no effect.

    In this way, you can create roles, add users to roles and add labels to reports without it affecting your OneStop Reporting environment before you are ready.

    NOTE: If labels are not added to reports and users are not given roles, reports will not be available for users if the setting is selected.

     

    Change Distribution setting

    1. Go to the New Administration module.
    2. Click the top level in the organization tree.
    3. On the Customer settings tab, click ✏️ to edit Distribution settings.
    4. Select ✅ the Use labels to filter reports checkbox.

     

     

    Reporting Labels

    Reports distributed from OneStop Reporting NO

    All reports distributed from OneStop Reporting have predefined labels which cannot be changed. These labels are determined by Visma Software in the country where you purchased OneStop Reporting.

     

    View labels set on reports

    1. Go to Reporting or Distribution
    2. Click Options on a report template
    3. Click View details.

     

     

    Add labels to Reports

    NOTE: Only administrators can add labels to reports. The Administrator must be an administrator at the same level or a higher level than the report is distributed.

    Consequently, if a report is only distributed to one tenant, a tenant administrator can add labels to the report, if a report is distributed to a group, a group administrator can add labels, and if a report is distributed at top level only a top level administrator has access to add labels.

    To add labels to reports;

    1. Go to Reporting or Distribution
    2. Click Options.
    3. Click View details.
    4. Click ✏️ Edit.
    5. Add labels and click Save.

     

    Roles for Distribution

    NOTE: Only top-level administrators can create roles for distribution.

     

    Create roles

    1. Go to the New Administration.
    2. Click the top level in the organization tree.
    3. Click Roles.
    4. Click Actions.
    5. Click New Role.
    6. Give the role a suitable Name.
    7. Add Labels. NOTE: By turning on the Include all… switches , you can select all labels.
    8. Click Save.

     

    Add users to Roles

    NOTE: Administrators at all levels (top, group, or tenant) can add users to roles.

    1. Go to the New Administration
    2. Go to the level in the organization tree where you want to add users.
    3. Click Roles.
    4. Click on an existing role.
    5. Under Members, click ✏️ Edit.
    6. Select the users to add by searching in the Search bar.
    7. Click the user’s name.
    8. Click Save.

     

    Which reports will a user have access to based on the labels of the report and the role?

    For a report to be visible to a user, the labels of the user’s role must at least have one matching label in all of the four types. The different types are: Budget type, Internal/external, Period type, and Report type.

    An example is shown in the picture below.

    Et bilde som inneholder tekst, skjermbilde, programvare, nummer Automatisk generert beskrivelse

    In this example, the user will not have access to the report as none of the labels match the report type. If one of the labels Budsjett, Hovedbok, or Kunde is added to the role, this report would be visible to the user.

     

    Use Case example

    In the picture below, a role for all sales employees in a company is created.

    The reason why the particular labels and label settings are selected is explained below.

     

     

    The setting Include all labels in group is selected on Budget Type and Period Type.

    This is because all sales employees should have access to all reports regardless of the type of budget and periods being used. If more budget or period types are added to reports in the future, the sales employees will also have access to these as long as the reports fit the other criteria.

    It is further chosen that the sales employees should only have access to reports with the labels: Internal, Project, Sales, and Hour. If more labels are added to these groups in the future, the sales employees will not automatically gain access.

     

    New version of Report Designer

    We have released a new version of Report Designer. The new version contains:

    • functionality for building reports with enhanced performance for Visma Business and Business NXT
    • better management of deleted expressions for all integrations
    • new logo.

    NOTE: Remember to download the latest version of Report Designer to take advantage of new functionality.

    You can always find the latest version of Report Designer here. Alternatively, you can open Report Designer and click Yes on the popup message that opens.

     

     

    Enhanced performance for Visma Business/Business NXT

    The reports with enhanced performance are built on new factsets for historical customer- and supplier transactions.

     

    What’s New?

    We have added a new type of parameters called Initial parameters. Using Initial parameters makes Report Designer able to only request data that is relevant for the specifics of the report the user is making. In the case of the historical customer- and supplier transactions, this is based on the historical date. Previously, Report Designer retrieved larger amounts of data, then cleaned it to only include the necessary data.

    The functionality for Initial Parameters is supported in the following factsets:

    1. Historic Customer Transactions
    2. Historic Supplier Transactions

     

     

    These factsets are duplicates of the old factsets and these are now named Historic Supplier Transactions DEPRECATED and Historic Customer Transactions DEPRECATED.

    In this way, this release will not affect any customized reports.

    Reports distributed from OneStop Reporting NO will be converted on an ongoing basis.

     

    Create reports with Initial parameters

    1. Open a report in Report Designer.
    2. Select the option to download the new version of Report Designer.
    3. Drag and drop an attribute from the factsets Historic Customer Transactions or Historic Supplier Transactions.

     

     

    When you drop the attribute in the sheet, you will get the following options:

     

     

    NOTE: This dialog will only appear the first time an attribute is used from a factset supporting Initial parameters in a report.

    • If you select the Create the filter and add a report parameter option, a filter with a parameter is automatically added to the sheet. This is what enhances the performance of the report. Which value should be used in the parameter is decided when the report is run like any other parameter. This option will be the preferred option in most cases.
    • If you select the Create the filter and use the default value option, a filter with the default value is added to the sheet. In this case, the default value will be today’s date (SqlDate), the date on which the report is run.
    • If you select the Create the filter without any value set option, an empty filter is added to the sheet. If the report is run without any value to the filter, an error message will appear as no value is not a valid date. You can add a value or parameter to the filter later on.

    The Initial parameter filter will be created based on the attribute Historic Date (the date you want to see the status of the historic transaction for).

    4. .Click Create the filter and add a report parameter.

    5. Create a group based on the selected attribute in the normal manner.

     

     

    NOTE: From this point, you can continue building the report as normal.

    6. Go to the Sheet filters in the Layout Editor.

     

     

    7. Click Initial Filter.

     

     

    The Initial Filter tab is new. On this tab, the initial parameters enhancing the performance will appear.

    Initial parameters will always appear on the sheet level and cannot be added to groups on columns, rows, or cells.

    It is not possible to delete these filters from the Layout Editor manually.
    The filters will automatically disappear if the report no longer contains any attributes from the factsets supporting Initial parameters.

    To edit the parameter of the initial filter, continue with the following steps:

    8. Click OneStop Reporting on the ribbon.

     

     

    9. Click Report Parameters.

     

    10. Click to ? Edit the Initial Parameter.

     

     

    11. Write a suitable Prompt text and continue editing the filter as normal.

     

    12. Finish your report and enjoy the enhanced performance!

     

    What will happen if a user with an older version of Report Designer edits a report previously saved with the latest version?

    Users with an older version of Report Designer will not be able to save reports that have previously been edited and saved in the latest version of Report Designer.

    It is therefore recommended that all users in the same OneStop Reporting environment update to the latest version so all users will be able to edit and save reports as normally.

    NOTE: Users with an older version will be able to open and edit reports in Report Designer, but will not be able to save the changes (As long as the report in question has been opened and saved by a user with the latest version).

     

    Convert existing reports on historic customer and supplier transactions

    To convert reports to run on the new factsets with enhanced performance, all data based on attributes from the old factset must be replaced with the same attributes from the new factsets. Among others, this includes fields used as filters, Grouping/ Sorting, parameters, and directly in the Excel sheet.

    NOTE: Best practice is to duplicate the original report before you make any changes. By making a duplicate, you will always have a copy of the original.

    If elements from the old factsets are used in the report, it will not be possible to save the changes. It might be useful to build the report from scratch using the new facets to avoid saving issues if not all old elements are replaced.

    NOTE: Because it is not possible to save changes in reports including elements from the old factsets, the report must be converted before you make any changes. The naming of the old factsets is shown in the picture below.

     

     

    Expressions

    We have added new functionality to better manage deleted expressions in Report Designer.

    Previously, reports containing deleted expressions would fail when clicking Run without much information on how to solve the problem.

    How does it work now?

    When deleting an expression in use, the user will get the following warning message.

     

     

    If the Expression is deleted anyways and the user saves the report, a warning will occur informing the user of what expression should be removed from the report definition.

     

     

    This warning message will also be presented whenever opening a report in Report Designer which includes a deleted expression.

    When looking at filters in the report, the filter of a deleted expression will be presented as shown in the picture below:

     

     

    The user has two options to fix the issue:

    1. Delete the invalid expression filter and use other filters. This should be done in every report where the expression is in use.
    2. Create a new expression with the exact naming of the old expression.

    When using this solution, the deleted expression will return in every invalid expression filter of the expression in question.

     

     

    When running reports that include deleted expressions in the portal, the following message of error will be displayed.

     

     

    New OneStop Reporting logo

    We have updated the OneStop Reporting logo in Report Designer.

     

     

     

    Tenant settings moved to New Administration

    We have added the following edit options to Tenant settings in the New Administration:

    • Name
    • Description
    • Tenant Level
    • Multi-Company

     

     

    Integration-specific fixes

    Visma.net

    Data Manager: We have fixed an issue where, for some users, the extension fields would show in the Lookup for multiple companies.

     

    Tripletex

    Data Import: We have increased the maximum number of days the user is allowed to use in scheduled data-import jobs from 100 to 200. The user will have to update their import jobs for this change to take effect. This should help companies that are struggling with fetching older data being changed.

     

    Bugs fixes and feature requests per integration

     

    Bugs & Feature Req. Integration Module Factset/Dimension Attribute/Measures Comment
    Bug Tripletex DimProject Fixed an issue where projects older than 30 days were not updated properly (e g name, project customer, project category et c)
    Feature Request Business NXT API General Ledger Voucher Added Voucher (WaVo). New factset in General Ledger.
    Feature Request Visma Business Group Reporting Global Orders Added Orders to MCL. New Factset in Group Reporting.
    Bug Visma Business, Business NXT API, Business NXT Live Multiple Fixed an issue where the drilldown would be duplicated due to Voucher Series
    Bug Visma.net Project Management Improved Workhours endpoint by adding the LastChange and FromTime filter. Added deletion workhours endpoint to include deleted entries.
    Bug Visma Business Group Reporting Fixed an issue where the MCL setup would fail on OSRTransactionTypeMCL.
    Bug Visma Business, Business NXT API, Business NXT Live Multi-Company Reporting Global Products Fixed the link between Global Product and Product Transaction
    Feature Request Visma.net PM Project Added new endpoint Project Keywords linked to Project Dimension
    Feature Request Visma.net Inventory Added Intrastat details to Inventory Dimension

     

     

     

  • March 2023

    What’s New

     

    Say hello to our new logo!

    We are proud to present our new logo for OneStop Reporting! The new logo is designed to fit in with Visma Software’s family of cloud products. The new logo has a simple and elegant design that signals our affiliation with Visma and our ambition to deliver the best solutions for reporting and budgeting in the cloud.

    The new logo will be visible on all our products and services, including our website, our apps, and our reports. We hope you like the new logo as much as we do!

     

     

    Distribution: Decide which OneStop Reporting reports to distribute

    It is now possible for customers to decide which of OneStop Reporting reports to distribute.

    Previously, distribution was an all-or-nothing solution, where all OneStop Reporting reports would be distributed or none of the reports would be distributed.

     

    Distribution settings

    The new settings can be found in New Administration on two different levels; top level (Customer settings) and tenant level (Tenant settings).

    The distribution settings affect how actions made in the distribution module will behave.

    If the setting Allow receiving reports from OneStop Reporting is switched ON at the customer level, it will override the setting for all tenants.

    If it is turned OFF at customer level, it is still possible to turn it ON for specific tenants.

    If the setting has been set ON at tenant level, and the customer setting is later turned OFF, the setting of the tenant will not be affected. Meaning that Allow receiving reports from OneStop Reporting will still be ON for the tenant.

    In other words:

    If the setting at the tenant level has never been edited, it will always follow the setting on the customer level.

     

    Top (Customer) level

    NOTE: To edit the settings for the top level, you must be a top level (customer) administrator.

     

     

    Click the pencil to edit the settings:

     

     

    The setting Allow receiving reports from OneStop Reporting is by default turned on for all new customers since the setting was created. The setting provides access to reports distributed from OneStop Reporting.

     

    Tenant level

    NOTE: Top level, group level, and tenant administrators are able to edit this setting.

     

     

    Click the pencil to edit the settings.

     

    Only selected reports will be available if the mode Only distribute selected reports is set by a top level administrator.

     

    Include/exclude OneStop Reporting Reports from distribution

    NOTE: You need to be a top level administrator to determine which OneStop Reporting standard reports should be distributed in your OneStop Reporting environment..

    To determine which OneStop Reporting reports should be available in your OneStop Reporting environment do the following steps:

     

    1. Click Distribution   .
    2. Go to the OneStop Reporting level .
    3. Click Report Options 
    4. Click to Include/Exclude the report from distribution .

     

    You can easily get an overview of which reports are included and excluded based on the appearance of the report; included reports appear as normal while the excluded reports are grayed out.

    Important: If the Distribution mode Distribute all reports is active, it will have no effect if reports are included or excluded in the Distribution module. All reports will be visible for users accessing the Reporting module either way.

     

     

     

    In the picture above, the reports “0.1 Månedlig rapportpakke” and “1.0.1 Full oversikt – Denne perioden” are included and therefore visible for users with access to the Reporting module.

    The reports “0.1 Månedlig rapportpakke med OSR budsjett” and “1.0 Nøkkeltallsanalyse” are not included in the distribution and are not visible to any users in the Reporting module.

     

    Administration: Functionality moved to the New Administration

    As you may have noticed, we are currently working on a completely new administration page that caters to easier management of users, tenants, groups, and customers in OneStop Reporting. While we are working on the new features, we have released a preview of the new administration page.

    In this release we have moved the following functionality to the New Administration page:

    • Settings for customer and tenant levels, such as distribution settings.
    • Security settings; MFA and Azure Active Directory.
    • Usage overview
    • Company and user list reports

     

     

    Workflow: Administrators can now edit and delete all workflows

    In the past, only the owner of a workflow could edit or delete that workflow. We have now made it possible for administrators to edit and delete workflows created by other users.

     

    Live Budgeting for Business NXT

    It is now possible to budget with the Visma Business NXT Live integration. Previously, it was only possible to budget with the Visma Business NXT integration.

     

    What is the difference between the integrations and which one should I use?

    With Visma Business NXT Live you can run reports for individual companies on live data as well as do budgeting. If you have no need for group reporting, we recommend that you only use this integration.

    You should use the Visma Business NXT integration if you need to do group reporting. The integration is connected to the API of Visma Business NXT and data is retrieved every night, provided that nightly import jobs have been set up. Note that it is possible to set up the data sync manually at other times. Budgeting is now also available with this integration. Nevertheless, it is recommended to use the Visma Business NXT Live integration for budgeting, so that actual figures are displayed in real-time. The possibility to budget with the Visma Business NXT integration will be removed in the future.

     

    What do I do with my budget saved with the Business NXT integration?

    In Business NXT, budget data is stored in OSR Budget Foundation, not in Budget lines. OSR Budget Foundation is OneStop Reporting’s own budget tables and contains extended functionality.

    Budget lines is the budget table from Visma Business and Business NXT.

     

     

    If you have saved your budget with the Visma Business NXT integration to OSR Budget Foundation, you will need to move the budget data before continuing the budgeting process. OSR Budget Foundation is available from the Live integration as well, but data is stored in two different locations. With the Visma Business NXT integration, data stored in OSR Budget Foundation is saved in OneStop Reporting and with the Live integration, data is stored in OSR Budget Foundation in Business NXT.

    If you need assistance, please contact konsulent.konsulent.osr@visma.com.

    If you have customized budgeting templates, contact konsulent.osr@visma.com for assistance with converting the templates to the Business NXT Live integration.

     

    What to be aware of when budgeting for group companies?

    If you are doing your budget at group level, budget data should be stored in Budget Lines with the Visma Business NXT Live integration. Then data can be fetched and shown at group level with the Visma Business NXT integration.

     

    What should I be aware of when using dimensions from Data Manager for reporting and budgeting?

    The dimensions available in the Data Manager module contain OneStop Reporting extension fields. These fields can be used to add additional information to existing dimensions such as Account, or to create new tables, for example, for handling currencies.

     

     

    If you don’t need group reporting, you can use dimensions from Data Manager with the Live integration for budgeting and reporting.

    If you are going to use dimensions from Data Manager for group reporting as well as reporting on individual companies with the Live integration, input in the dimensions must be maintained in both integrations. This is because data stored with the Business NXT integration is stored in OneStop Reporting, while data stored with the Business NXT Live integration is stored in Business NXT.

    If you are only using the dimensions for group reporting, you currently only need to maintain the dimensions in the Business NXT integration. It is still recommended to maintain the same input in the Visma Business NXT Live integration, as storage through the Visma Business NXT integration will be removed in the future.

     

    Fixes

    Publisher: We have fixed an issue where summer/winter time could disrupt the publishing time of reports.

    Reporting: We have fixed an issue where options and report information didn’t show in Listview and in Favorites under the Reporting module.

     

     

    Bugs fixes and feature requests per integration

    Bugs & Feature Req. Integration Module Factset/Dimension Attribute/Measures Comment
    Bug Visma.net PM FactInvoiceRows / Workhours Quantity Fixed link connection between Invoice, Invoice Row and Workhours and Project Fees. Now user can display quantity from Workhours and Project Fees and group it by Invoice Row Description and Invoice Number,
    Bug Visma.net Inventory Inventory Units Fixed problem with Inventory Units, now all units sets (from, to) are displayed for each inventory. Please note that full import is needed for Inventory Unit job
    Bug Visma.net PM Project Fixed issue with Invoice Total attribute in Project Dimension
    Bug Visma.net PM Project Forecast Fixed problem with Project Forecast, now the forecast amounts display correctly for each project
    Bug Visma.net Project Budget Project Accounting Fixed an issue where Project Tasks would be linked to wrong projects.
    Bug Visma Business Multiple Multiple Removed duplicated Finish Date attribute
    Feature Request Power Office GO Multiple Project Added FixedPrice (Fastpris) and Billable Rate (Timepris) to the Project dimension
    Feature Request Visma Business, Business NXT System Added link to OSRCompany for Global LockedDate
    Feature Request Power Office GO GL Transactions Outgoing Invoice Lines Added new fields to Outgoing Invoice Lines
    Feature Request Visma Business Finance General Ledger Added Voucher Series table and linked to the voucher number
    Feature Request Visma Business, Business NXT Live Multiple Multiple Added new fields (GenAcNo, VoNo. JNo and EntNo) to Historical Supplier and Customer Transactions

  • February 2023

    What’s New

    Created dimensions for all GL fields (free fields) in Xledger

    All GL fields are now created as dimensions in Report Designer and can be used to edit and build templates. NOTE: This change will not affect any existing reports.

    Previously, only GL1 and GL2 were available in OneStop Reporting as dimensions, while GL3–GL5 were only available as attributes.

    By using dimensions as parameters in templates, users will be able to view additional information about the particular GL field.

     

     

     

    How to start using the new dimensions

     

    Import GL data

    1. Go to the Get Data module.
    2. Click Data import jobs.
    3. Edit the existing nightly import job to include the endpoint GL Objects.
    4. Click Next.
    5. Click Save and Run.

     

    Open a report in Report Designer

    The GL fields that are in use by the company will show up as dimensions in Report Designer.

    The naming of the fields is dependent upon how the customer has named the fields in Xledger. If GL3 is named Cost Center in Xledger, the name of the dimension will be GL 3 Cost Center in OneStop Reporting.

    NOTE: The old GL attributes used in existing templates can now be found under More Fields.

     

     

    Add information about the GL dimensions

    It is possible to add information to the GL dimensions beyond what’s available from Xledger.

    To do so;

    • Go to Data Manager and add the information in the OneStop Reporting Extension fields (EXT Free fields).

     

     

    NOTE: If OneStop Reporting Extension fields are in use in the old dimensions and you want to switch, the information added in the old extension fields must be added to the new dimension manually.

     

    Budgeting now available in Business NXT Live

    We are pleased to announce that budgeting is now available in the Business NXT Live integration. This update also includes storage of budget data directly to Business NXT.

     

    Added end of subscription warning message

    We have added a warning message to all users when there is an end date for their subscription. This is an important message because after the subscription has ended, the customer will no longer have access to OneStop Reporting. If you get this message and suspect that this is an error, please contact your OneStop Reporting administrator.

     

     

    Administration – Updated Delete tenants warning message

    We have also updated the warning message users get when they are deleting a tenant. The new message includes more information about the consequences of deleting the tenant.

     

     

    Fixes

     

    Archive – Fixed drill-down issue

    After last month’s update of SpreadJS, some users experienced that the Drill-down tool to see underlying transactions was not working. We have fixed the issues and drill-down is now working properly.

     

    Reporting – Fixed issue with duplicated reports (for Visma Business)

    We have fixed an issue where Visma Business users have experienced that after duplicating a report in Reporting, the duplicated report would run slowly.

     

    Administration/Data Manager – Dimensions with same name (for Visma Business/Business NXT)

    Dimensions names for Department (Avdeling R1) and Projects (Prosjekt R2) have had the same name appear when selecting a dimension in Data Access filter (in Administration) or Data Manager. This issue has now been fixed and the dimensions have new distinct names.

     

     

    Bugs and feature requests per integration

    Bugs & Feature Req. Integration Module Factset/Dimension Attribute/Measures Comment
    Feature Request Tripletex Invoice SupplierInvoice Multiple Added Supplier Invoice Order Lines Factset linked to Supplier Invoice, to get more details about e.g. count (Antall) Dimension: Supplier Invoice (Leverandør faktura) Module: Invoice (Faktura)
    Bug Visma.net PM Fixed an issue where hours in PM did not update correctly for some customers.
    Bug Visma.net PM Fix to incorrect project cost (fields total Product Cost -> Factset: Project Fees and total Personal Cost -> Factset: Workhours have been added to get the correct sum of Project Cost) Module: Project Management
    Bug Tripletex Logistics/Warehouse Product Fix where Warehouse/Logistics module didn’t show product information
    Feature Request Visma.net Financials FactSupplierDocument Multiple Voucher Link added to FactSupplierDocument
    Bug 24SO Multiple Transaction Type Description Fixed an issue where Description of Transaction Type did not match data from 24SO
    Bug PowerOffice Go GL Account Fixed issue where Account Number didn’t show up in drilldown
    Feature Request Visma Business Group Reporting Fixed a translation error with Lock Date in group reporting
    Bug Xledger Data Manager Renamed GL dimension(s) in Data Manager
    Bug Tripletex Customers / Suppliers Fix where some payment information for Customers and Suppliers was missing
    Feature Request Visma Business,, Business NXT Live Multiple Voucher Added voucher table (WaVo) for not updated vouchers

     

  • January 2023

    What’s New

     

    Budgeting – Fixes

    We have fixed an issue where duplicated templates would get incorrect names in List view. NOTE: This did not happen to users who were using the default Card view.

     

    Reporting – Updated tool for report viewing in the portal

    We have upgraded our report viewing tool to SpreadJS version 16.

     

    Data Manager – Fixes

    We have fixed an issue where the error message for saving did not appear.

     

    New Administration – Updated warning message

    We have updated the warning message users receive when deleting tenants. The new message has more information about the consequences of deleting tenants.

     

     

    Data Manager – Fixes for specific integrations

     

    Visma.net:

    • Fixed problem with saving data in extension fields in Data Manager for the Free Segment dimensions.
    • Fixed problem with saving data in Data Manager for the Companies dimension.

     

    Business NXT:

    • Fixed problem with saving data in Data Manager for the Companies dimension.

     

    Bugs and feature requests per integration

     

    Bugs or feature  Integration Module Factset/Dimension Attribute/Measures Comment
    Feature Business NXT Live, Visma Business, Business NXT General Ledger Period Multiple Created calculation for periodID in cases where the value of period was 0.
    Feature Tripletex Invoice SupplierInvoice Outstanding Amount Added Outstanding amount for supplier invoices.
    Feature Tripletex General Ledger Parent Project -> MainProjectNumber-Name N/A Fixed an issue where dimensions would have equal names in some instances. This was related to language issues.
    Feature PowerOffice Go Multiple Project Multiple Improved performances of some reports that timed out related to the Project dimension.
    Feature PowerOffice Go Multiple Department ->Project Department (Prosjektavdeling) Employee ->Project Manager (Prosjektleder) Employee ->Budget Manager (Budsjettansvarlig) N/A Changes names of dimensions with equal names to make it easier to distinguish dimensions in Data access filters.

  • December 2022

    What’s New

     

    Distribution: View standard reports

    Top-level administrators can now view the standard reports available from OneStop Reporting in the Distribution module. Which reports are available depends on the integrations activated in the OneStop Reporting environment as well as the country of the top level.

     

    The reports shown at the country level in Distribution are the same reports that get distributed by turning on the switch in the Administration module.

     

     

    NOTE: Reports from the country level cannot be directly distributed in the Distribution module. It is, however, possible to create copies of the reports and thereby distribute the copies.

     

    Distribution: Added details to report cards

    We have added details to all reports in Distribution.

    To read more about a report;

    1. At any level in Distribution, click on the report card.
    2. Click View details.

     

    New Administration: Added support to manage user details

    Administrators can now edit user details in New Administration.

     

     

    Edit user

    1. Click Administration.
    2. Click New Administration.
    3. Click on top, group, or tenant level.
    4. Click the user name.
    5. Click Edit.
    6. Edit user name or change user level.
    7. Click OK.

     

    New Administration: Added search filter

    In New Administration, we have also added a search filter to the dialog that appears if it is not possible to delete companies due to budget assignments or workflows.

     

    Administration: Made it possible for tenant administrators to add integrations

    Users with administrator rights in a tenant can now add integrations to the tenant.

    Add integrations

    1. Click Administration.
    2. (If more than one tenant) Click the tenant.
    3. Go to the Overview tab.
    4. Under Integrations, click Add.
    5. In the Select integration list, select the integration.
    6. Click Save.

    The selected integration is now available when setting up a connection in Import data.

     

     

    Administration: Replaced drag-and-drop functionality in Set Access Filters

    In the past, you would drag and drop the modules or dimensions you wanted to filter on in Set Data Access Filters. Now, this is replaced by simply clicking the desired modules or dimensions you wish to filter on.

    Learn more about settings data access filters here.

     

     

    Reporting: Changed names in user interface

    We have changed the names of Parameters to Historic Parameters and History to Log.

     

     

    Bug fixes and feature requests per integration

     

    Bugs or feature request Integration Module Factset/Dimension Attribute/Measures Comment
    Bug Visma Business NXT Responsible dimensions Multiple Multiple Fixed an issue where using the responsible dimension could give the wrong amount
    Bug Tripletex N/A Project N/A Removed possibility to store and change non-extension values under the project dimension in Data Manager
    Bug Project Management N/A N/A N/A Fixed an issue where deleted hours in Project Management did not update correctly
    Feature request Visma.net Multiple Inventory, Inventory ID – unit Multiple Added the endpoint Inventory Units containing information like from unit, to unit, unit rate and multiplication/division. For reporting purposes, the endpoint must manually be added to the data import.
    Feature request Visma.net Multiple Multiple Multiple Created a link between Sales Order Lines and Purchase Order Lines with Sales order and Purchase Order respectively
    Feature request Visma Business NXT, Visma Business NEXT Live, Visma Business Products Product transactions Multiple Added R attributes
    Feature request Visma Business, Visma Business NXT Live Customers Open Customer Entries Multiple Added fields for AutoCollect
    Feature request Visma Business Group Reporting OSR Budget Foundation/MultiCompany N/A Added OSR Budget Foundation to the MCL setup. A new Factset based on a view has been added.
    Feature request Visma.net Multiple Multiple Active Added the attribute Active for all segments dimensions and renamed OSR extension attribute Active to Ext. Active

  • November 2022

    What’s new?

     

    New integration for live reporting with Visma Business NXT

    We have created a new integration for live reporting with Visma Business NXT. With the new integration, Visma Business NXT Live reports can be run for single companies on live data. Group Reporting and budgeting will still be executed with the integration Visma Business NXT (not live).

     

    How to start using Visma Business NXT Live?

    To start using Visma Business NXT Live, the integration must be added to the tenant (The company environment). This can be done by a OneStop Reporting administrator in the following manner:

    1. Open Administration .
    2. Click on the tenant .
    3. Under Integrations, click +Add .
    4. Go to the Data connection module .
    5. Click +New to create a new connection .
    6. Click to authenticate the Visma Business NXT Live integration.
    7. Click Next and select the companies you want for live reporting.

     

    Which reports can be run with Visma Business NXT Live?

    All reports that you want to run with the live integration must be built on this specific integration.

     

    How to use group reporting and or budgeting?

    To use live reporting with group reporting and/or budgeting, two integrations are needed for the tenant in question (Visma Business NXT and Visma Business NXT Live).

    Visma Business NXT should only be used for group reporting and budgeting.

     

     

    New Administration: New features

    Added tenants to the tree structure

    You can now select tenants in the tree structure in the New Administration.

     

     

    Delete multiple companies in bulk

    You can now delete multiple companies in one operation.

    1. Click Administration.

    2. Click Go to the new Administration.

    3. Select the level of which you want to delete companies in the tree structure (Top, group og tenant level).

    4. (If group or top level is selected) Click Companies.

    5. In the Company name list, select the companies you want to delete.

    6. Click Actions.

    7. Click Delete companies.

    8. In the Delete companies dialog, in the text field, enter the name of the first company exactly as it is spelled in the text field box.

    9. (If one of the selected companies contains workflow or budget assignments) Click Show companies in the dialog.

    10. Go to the company/companies in the list and delete workflow and/or budget assignments to continue with the bulk delete. NOTE: Only the owner of the workflow and/or budget assignments can do this.

     

     

    List of users

    In the New Administration, you can now get a list of users at the customer, tenant, or group level. In the list, you can see a user’s level and you can use the Search field to search for users or use the filter to filter on user levels.

     

     

    Added CSV-export option

    We have added a CSV-export option when a user is trying to delete a company, but is not able to due to existing workflows or budget assignments.

     

     

    Administration: Added column for “Accounting Office Employee” in User report

    We have added a column for Accounting Office Employes in User report. NOTE: The Accounting Office Employee label is only available for Accounting Office customers.See User administration for more information.

    To create a user report;

    1. Click Administration.
    2. Click the top/customer level.
    3. Go to the Reports tab.
    4. Next to User list, click Download as CSV.

     

    Fixes

    Reporting:

    • We have fixed an issue where the error message would give the reference number “null”.

     

    Integration-specific fixes and features

    Visma.net

    • New Module – Fixed Assets: Users are now able to create reports with Fixed asset transactions. We have added dimensions: Fixed Assets, Asset Class, and Asset Property Tax Group. In order to use the data the endpoint has to be manually added to the data import jobs.

     

    • Data Manager:  We have fixed an issue where some customers were not able to access Segment 2 from Data Manager due to a translation error.
    • Chart of Accounts: For Danish customers, we have changed the display name of “Finansielle Poster” to “Aktier”.

     

    Visma Business NXT

    • Reporting: We have fixed an issue where not all voucher types would show correctly.

     

    Visma Business NXT/Visma Business

    • Budgeting: Fixed an error where it was not possible to use spreading in Line Item Details if the Department dimension was used with sheet per value and the sheet name was not equal to Department.

     

    Integration Module Factset/Dimension Attribute/Measures Comment
    Project Management Project Management Project Management Multiple Increased decimal count of all quantity fields.
    Visma.net Accounts Receivables Customer Invoice Lines Multiple Added SalesOrderNo, SalesOrderType, and ShipmentNo to CustomerInvoiceLine with appropriate links.
    Visma Business Fixed an inadequate Danish translation of Seller/buyer.
    Visma Business NXT Multiple Multiple N/A Fixed an issue where R-Dimensions did not work for Group Reporting.
    Visma Business Finance OSR Budget Foundation/Account Multiple Fixed an issue where budget transactions without an Account would not be visible in Data Manager.
    Visma Business NXT Live Multiple Multiple N/A Fixed an issue where the drilldown would fail for Historic Customers/ Supplier Transactions.
    Visma.net Period Functions N/A N/A Fixed an issue where the Swedish translations for the period functions; Entire Year in 2 Years and Entire Year in 3 Years were swapped
    Visma.net Multiple Period Period in Year Fixed an issue where Periods in future financial years would get Period in Year=13. 5 years ahead is the current maximum.
    Visma Global Period Functions N/A N/A Fixed a translation issue where the period function Last Period Last Year appeared twice in Norwegian.

  • October 2022

    What’s New

     

    Reporting: Mark reports as favorites

    You can now mark reports as favorites in Reporting.

    Mark report as a favorite

    1. Click Reporting.
    2. Click the ⭐Star button. The report(s) is now marked as a favorite.

     

    View favorite reports

    1. Click Reporting.
    2. Click the Favorites tab. Here you get an overview of the reports you have marked as favorites.

     

     

     

    Administration: Delete multiple tenants in bulk

    You can now delete multiple tenants in one operation.

    1. Click Administration.
    2. Click Go to the new Administration.
    3. (If more than one customer) Select top level.
    4. In the Tenant name list, select the tenants you want to delete.
    5. Click Actions.
    6. Click Delete tenants.
    7. In the Delete tenants dialog, in the text field, enter the name of the first tenant precisely as it is spelled in the text field box.
    8. Click Delete to confirm the deletion.

    NOTE: Deleting a tenant will delete all data related to the tenants.

     

     

    In-app guiding available for all OneStop Reporting users

    In-app guides have been available for our Norwegian customers for some time now, and we are glad to announce that this service is now available for all customers! The guides are available in Norwegian and English.

     

     

     

    Administration – Group information in Company list reports

    We have added group information for each company in the Company list report.

    To create reports;

    1. Click Administration.
    2. Click Top level.
    3. Click Reports tab.
    4. Click Download as CSV or Export to Excel.

     

    Administration – Changed text of user permission

    Because we have removed the Get report templates button from Reporting, we have changed the name of the permission that allows users to download templates to Can download budgets from get templates as budget templates are the only templates that are available for download.

    NOTE: Report templates are now distributed either from OneStop Reporting if the Allow receiving reports from OneStop Reporting setting is activated or by an admin user from Distribution.

     

     

    Reporting – Improved sorting of report packages

    We have improved the sorting for report packages so that reports show up in the order users displayed during the editing.

     

    Fixes

    Reporting

    We have moved the “Ready to download” popup to the right lower side corner so it does not block the download button.

    Administration

    We have fixed an issue where it was not possible to mass update tenant level to Complete if another language than English was selected as the language for the portal.

     

    Integration-specific fixes

    Integration Module Factset/Dimension Attribute/Measures
    Visma Global GL OSRBudgetFoundation Multiple
    PowerOffice Go Sales Invoice Journal Sales Lines Multiple
    Xledger Finance Multiple/Cost Center Ext. Free 3

     

     

  • September 2022

    What’s New

     

    Administration – Usage

    You now get an overview of the number of Auditors and Accounting Office Employee (available for accounting office customers) users in Administration – Usage.

     

     

    Data Manager

    We have replaced the drag-and-drop functionality in Data Manager with a + button next to the field name.

     

     

    To use the Data Manager;

    1. Click Select company and choose from the list.
    2. Click Factset or Dimension to expand the lists.
    3. Select a factset ( ) or dimension ( ) to view the available fields.
    4. Click Refresh to populate the spreadsheet with data.
    5. In the field list on the left-hand side, you have the following options:
      • Deselect ( ) a field to hide it in the spreadsheet.
      • To change the order of the fields, click next to a field and drag it to another position.
      • Click + next to a field name to add it to the spreadsheet header to filter the spreadsheet. You can add multiple filters.
    6. Edit the spreadsheet.
      • Some columns are linked to lists, where you can select a value.
      • Some database fields (such as “changed date”) cannot be edited.
      • (only for Factset and OSR dimensions) Click Add row and Delete rows to add or remove rows from the spreadsheet.
    7. Use the Pinned value field to pin/freeze one or more columns in the spreadsheet. Pinned columns will always be visible when you scroll horizontally.
    8. Click Save when you are done.

    NOTE: Be careful when you edit or delete Factsets data, because the changes cannot be undone.

     

    Reporting – New sorting for invoices

    Updated sorting of vouchers so that invoices generated by Visma.net shows first in the list of vouchers.

    Fixes

     

    Data Manager

    • Fixed an issue where Data Manager would be empty in some instances where a tenant was hosting only one company.

     

    Budgeting

    • Fixed an issue where it was not allowed to store values starting with “0” when cell format was set to “text”.
    • Fixed an issue where the description of budget templates would not show in some instances.
    • Fixed an issue where copying values by dragging cells was not allowed in some instances.
    • Fixed an issue in Line Item Details where historic reference data would show data for the wrong year when using expanding sheets per value.

     

    Reporting

    • Enhanced performance of reports using INDIRECT formula with a second parameter when “Replace indirect references” was selected.
    • Fixed an issue where it was not possible to run reports with the date range parameter.

     

    Distribution

    • Fixed an issue where it was not possible to scroll in the tenant list of the Confirmation dialog box.

     

    Reporting and Budgeting

    • Fixed an issue where it was allowed to run a report with “*” for all values even though the Allow multiple selections setting was not selected.

     

    Get Data

    • Fixed an issue where Open customer or supplier transactions would not update correctly after nightly import.

     

    Integration-specific fixes

     

    Integration Module Factset/Dimension Attribute/Measures Comment
    Visma.net Sales Shipment/Location Fixed an issue where Warehouse location gave the wrong value
    Visma Business NXT Finance OSR BudgetFoundation Scenario Added Scenario to OSR BudgetFoundation.
    Xledger Multiple Multiple Multiple Fixed an issue where data would not update correctly.
    Visma.net Multiple Customer Created date time Changed datatype of Date attribute.
    Visma Business NXT System This company Multiple Fixed an issue where Company number and Company name were not displayed in reports.
    Visma Business NXT Multiple Company No Nm Fixed an issue where tables for group reporting would be empty in some instances.

  • August 2022

    What’s New

     

    Administration: New feature for mass updating tenant levels

    NOTE: Only visible for administrators at the top (customer) or group level

    We are currently working on a completely new Administration page for easily managing your users, tenants, groups, and customers in OneStop Reporting. While we are working on the new features, we have released a preview of the new administration page where you can mass update the tenant levels.

    We will continue to add more features to the new Administration page, so please come back to check for more updates. In time, this new Administration page will replace the current Administration page.

     

    Mass-update tenant levels

    1. Go to Administration.

    2. On the Overview tab, click the Go to the new Administration button.

    3. Select tenants.

    4. Click the Change tenant level button.

    5. In the Change tenant level dialog, select tenant level from the list. NOTE: You can see which tenants you selected by clicking the blue text.

    WARNING: By upgrading the tenant level, there may be an additional cost to your subscription. By downgrading the tenant level, there might be reports that are removed, report packages that will have their reports removed as well as Publisher jobs that will lose their reports. For more information about the tenant level, see User and tenant level. For information about distributing reports to users, see the section below about the new Distribution page.

    6. Click Confirm. The tenant levels for the selected tenants are now changed.

    NOTE: If you accidentally downgraded a tenant to the Start level, you can get the removed reports back if you upgrade the tenant within ten days. (Eventually, this period will be shorter.)

    NOTE: You can also change the tenant level per tenant in the same manner as you could before.

     

    New Distribution page

    We have created a new page for distributing reports in OneStop Reporting. The new Distribution page offers easy sharing of report templates by allowing users to move or copy report templates between tenants in just a few clicks.

    NOTE: You need to be a top or group level administrator to see the Distribution page.

     

    Overview: Distribution

    Top level, groups, and tenants

    On the left-hand side of the page, you see your top level (if you are a top-level administrator), groups (if any), and tenants. The structure is the same as on the Administration page.

    NOTE: Start level tenants are not shown in the tree structure and they can only receive reports distributed from the top (customer) level.

    1. Top level
    2. Group level
    3. Tenant level
    4. Import report templates

     

    See which reports you have distributed

    The reports shown to the right are distributed reports that are distributed from that specific level.

    Reports distributed to the “North” group are in turn distributed to the tenants in the group.

     

    Where can I see where reports are distributed from?

    In Reporting, you can see where your reports are distributed from.

     

    Get report templates from OneStop Reporting

    1. Click Administration.
    2. On the Overview tab, under Settings, turn ON the Allow receiving reports from OneStop Reporting switch. You can do this for all tenants by turning on the switch at the top level, or you can turn the setting on for individual tenants.
      If you have turned on the switch for the top level, all users in all tenants will receive the standard OneStop Reporting report templates in their Reporting library. If you have turned the switch on for a specific tenant, only the users in that tenant will receive these templates.

    NOTE: The Get reports button is now removed from Reporting.

    NOTE: Only administrators at the top level can access the Distribution settings.

     

     

    Distribute reports to the top (customer)level

    By distributing reports to the top level, you distribute the report(s) to all tenants under that level. NOTE: Only administrators at the top (customer) level can distribute reports to all tenants.

    1. Click Distribution.
    2. In the tree structure, click the top level.
    3. Click the Import button.
    4. In the Import from list, select the tenant or group you want to distribute the reports from.
    5. (If not already selected.) In the Import to list, select the customer (top level) you want to distribute reports to.
    6. In the Templates list, select the report template(s) you want to distribute.

    NOTE: By performing this action, you will remove or replace the report(s) from the source tenant or group and there will only be one version of the report(s). The report is now owned by the target destination which in this case is the top level (customer). Any changes made to the report(s) will be reflected in all tenants that have this report.

    If you would instead like to have copies, you can select the Import copies checkbox to create copies. In this instance, there will be two versions of the report(s) and they are not connected. This means that any changes to one of them will not be reflected in the other one.

     

    7. Click Import.

    8. Are you sure you want to move report? dialog, click Confirm.
    NOTE: You can see which tenants you are distributing the report(s) to by clicking the blue tenant text. Keep in mind that reports distributed to the Top (customer) level are automatically distributed to Start level tenants, even though you cannot see these in the Import to list.

     

    Distribute reports to the group level

    By distributing reports to the group level, you distribute the report(s) to all tenants under the group level. NOTE: You need to be a top-level administrator or Group administrator to see the Distribution page.

    1. Click Distribution.
    2. In the tree structure, click the group you want to import reports to.
    3. Click the Import button.
    4. In the Import from list, select the level you want to import reports from.
    5. (If not already selected.) In the Import to list, select the group you want to distribute reports to.
    6. In the Templates list, select the report template(s) you want to distribute.

    NOTE: By performing this action, you will remove or replace the report(s) from the source tenant or group and there will only be one version of the report(s). The report is now owned by the target destination which in this case is the group you selected to import to. Any changes made to the report(s) will be reflected in all tenants that have this report.

    If you would instead like to have copies, you can select the Import copies checkbox to create copies. In this instance, there will be two versions of the report(s) and they are not connected. This means that any changes to one of them will not be reflected in the other one.

    7. Click Import.

    8. In the Are you sure you want to move report? dialog, click Confirm.
    NOTE: You can see which tenants you are distributing the report(s) to by clicking the blue tenant text. Keep in mind that reports distributed at the group level are not distributed to Start level tenants, as they can only get reports from the top level.

     

    Distribute reports to the tenant level

    By distributing reports to the tenant level, you move the report(s) to those specific tenants.

    NOTE: You need to be a top-level administrator or Group administrator to see the Distribution page.

    1. Click Distribution.
    2. In the tree structure, click the tenant you want to import reports to.
    3. Click the Import button.
    4. In the Import from list, select the level you want to import reports from.
    5. (If not already selected.) In the Import to list, select the tenant you want to distribute reports to.
    6. In the Templates list, select the report template(s) you want to distribute.

    NOTE: By performing this action, you will remove or replace the report(s) from the source tenant or group and there will only be one version of the report(s). The report is now owned by the target destination which in this case is the tenant you selected to import to.

    If you would instead like to have copies, you can select the Import copies checkbox to create copies. In this instance, there will be two versions of the report(s) and they are not connected. This means that any changes to one of them will not be reflected in the other one.

    7. Click Import.

    8. In the Are you sure you want to move report? dialog, click Confirm.
    NOTE: You can see the tenant you are distributing the report(s) to by clicking the blue tenant text.

     

    Delete report templates

    1. Click Distribution.
    2. In the tree structure, select the level you want to delete the report template from.
    3. In the Templates list, select the report template(s) you want to delete.
    4. Click Delete.
    5. In the Delete report confirmation dialog, click Yes.

     

    Administration: Settings for OneStop Reporting report templates

    We have added a new setting for allowing tenants to receive reports from OneStop Reporting. For existing customers, this switch is turned OFF by default. For new customers, this will be turned ON for all tenants. The setting can be applied at the top (customer) level for all tenants, or you can adjust the setting for each tenant.

    NOTE: Only visible for administrators at the top (customer) level.

     

    Allow users to receive reports from OneStop Reporting

    1. Click Administration.
    2. Select the top, group, or tenant level for which you want to apply the changes.
    3. On the Overview tab, turn on the Allow receiving reports from OneStop Reporting switch.

    You now allow users to receive the standard OneStop Reporting reports to their libraries.

     

    Consequences of the new Administration and Distribution pages

    Considerations

    Upgrading or downgrading your tenant levels:

    By upgrading the tenant level, there may be an additional cost to your subscription.

    By downgrading the tenant level, there might be reports that are removed, report packages that will have their reports removed as well as Publisher jobs that will lose their reports. For more information about the tenant level, see User and tenant levels.

     

    Should you turn on the “Allow receiving reports from OneStop Reporting” switch for your tenants?

    Turning on the switch allows your users to receive the standard OneStop Reporting reports from Distribution. This may lead to duplicate reports in your users’ report library. They will have one that is affected by any changes made to the standard report, and one that is autonomous and only resides in that specific tenant’s library. This is even the case if the report in question is a standard OneStop Reporting report that you downloaded in the past from the Get templates marketplace in Reporting. Please note that you can see from where the report is distributed on the report card.

     

    Check your Reporting library, Publisher jobs, and report packages

    After changing any tenant level, we strongly encourage you to check your reports in Reporting in the various tenants.

    In addition, you may want to check Publisher jobs as well as report packages to check that they include the reports you expect.

     

    Editing report templates

    Same as before, you can edit reports in Report Designer. You select the report, click Edit, make your changes in Report Designer and save it. The report will now get a Draft status and only you can see the changes. If you click Publish, the changes can be seen by anyone using the report, including report packages and Publisher jobs. NOTE: You need to have administrator rights at the same level as the report is distributed from to be able to edit distributed reports. For example, if you are a Group administrator, but the report is distributed from the top level, you will not be able to edit that report.

     

    What happens to my Categories?

    Distributed reports cannot be categorized. Consequently, if the administrator has moved a report so that it is now distributed from the top or group level, the report will be removed from the category.

    However, your local reports can be categorized and shared in the same way as before.

     

    Publisher jobs and distributed reports

    When selecting report templates for your Publisher job, you can now see where the template is distributed from.

     

    What happens if a report is removed from Distribution that is part of a Publisher job or a report package?

    The owner of the Publisher job or report package will receive an email stating which report(s) is removed. If there are no reports in the Publisher job, the job will fail and the owner will be notified.

     

    How about budget templates?

    Budgeting templates are not affected by the new Distribution page. That means you get budget templates in the same manner as before.

     

    Integration-specific Fixes

     

    Integration Module Factset/Dimension Attribute/Measures Comment
    Visma.net Account Receivable CustomerInvoiceLine Cost Added a measure field for Cost. Users will now be able to make KPIs (for example profit) per invoice line.
    Visma.net Purchase PurchaseOrderLines Fixed an issue where Fixed Project would not give values in PurchaseOrderLines.
    Visma Global Sales Customer Order Copy Lines/Article Added Article as a dimension in Customer Order Copy Lines.
    Visma.net Multiple Multiple Amount Fixed issue where credit notes didn’t show up in the Amount Measure, only in “Amount Currency”.
    Visma Business Group Reporting Global Budget Transactions Text Added text attribute.
    Visma Business Group Reporting Global Open Customer/Supplier Transactions’ Value Date Added date attribute.
    Visma Business Group Reporting Multiple/Cap Asset Class No. Cap. Asset Account Added attribute for capital asset account in factsets Order lines and Global Capital Asset Transactions.
    Xledger Multiple Multiple Ext. Free Fixed an issue with parameter filter that showed incorrect values.
    Xledger General Ledger Purchase Order Detail. Multiple Added factset Purchase Order Detail.

  • June 2022

    What’s New

     

    New e-learning platform released: Visma Learning Universe

    We have released a new learning platform for OneStop Reporting e-learning courses. Visma Learning Universe will replace the current solution (hosted by Litmos). Like before, users can access the e-learning platform from the OneStop Reporting portal, from Learning Universe.

    During the fall of 2022, our Norwegian customers will get access to courses on all other Visma products from Visma Learning Universe.

     

     

    Please note that to be able to access, you must have a Visma Home (Connect) user (https://home.visma.com/home). If you do not have a Visma Home user, you can follow the lower link to create a user.

     

     

    The next time you log in, use the Sign in with Visma link to automatically get access:

  • May 2022

    What’s New

    User settings: Choose start page in the OneStop Reporting portal

    Users can now choose the start page in the portal. The setting follows the user regardless of which customer or tenant the user accesses.

    The available pages to choose from are:

    • Dashboards
    • Reporting
    • Budgeting
    • Archive
    • Assignments
    • Workflows
    • Administration

     

    Change start page

    1. In the top right corner, click your user name, then click My profile.
    2. From the Start Page drop-down list, select the page you prefer as your start page.

     

     

    Customer info is added to the invitation to tenant e-mail

    When a user is added to a tenant, they receive an invitation email. We have now included the customer name in addition to the tenant name in the invitation email.

     

    Search for workflows

    We have added a Search box in Workflows so users can search for workflow names.

     

     

    Visma Business NXT integration released

    We are pleased to announce that OneStop Reporting is now available for Visma Business NXT users.

     

    Fixes

    Reporting: Fixed error related to showing % format in portal

    Some users have experienced that when they try to run the report with the %-format in the portal, it cuts decimals and removes the percentage symbol from the text string. The issue has now been resolved.

     

    Budgeting: Fixed error when trying to change line/field in Budget templates

    Some users have experienced that when they used the mouse to change fields in a budget in the portal, they had to double click when they previously only needed to click once. This issue is now fixed.

     

    Budgeting: Expanded the width of the Line Item Details fields

    Some customers have reported that the widths of the Line Item Details fields are too narrow when they have numbers with more than six digits. To make the user interface more user-friendly, we have made these fields wider.

     

    Integration-specific fixes

     

    Integration Module Factset/Dimension Attribute/Measures Comment
    Visma Business NXT System This Company – Fixed an error where Company Name under This Company gave the wrong value.
    Visma Business Finance OSR Budget Foundation – Fixed an issue where Currency Budget Amount was not updated when storing to Cur Debit Amount.
    XLedger General Ledger General Ledger – Fixed an issue where the drilldown in General Ledger would show duplicate transactions.
    Visma Business Sales Orders Order – Fixed an error where Invoice Customer No (InvoCust) would show up as invalid.
    Visma Business Mutiple Multiple – Fixed an error where some date fields were missing in MCL.

  • April 2022

    What’s New

     

    Administration: New license administration

    We have changed the licensing system in OneStop Reporting. In the past, administrators had to order the number of licenses for the various user types and then distribute them between their users, either via the Module settings or the Licenses tab in Administration.

    Now, administrators can set the levels for the tenant level and the user level. The Licensing tab and Modules settings have been removed.

    We have also added a new Usage tab where users can get an overview of their number of users and the user levels as well as the number of tenants and the tenant levels.

    In addition, users no longer need to order a specific economy system for their tenants, as all systems are now available when creating a new tenant.

     

    Tenant levels

    At the tenant level, administrators select whether the tenant should be Smart or Complete. NOTE: During the fall of 2022, there will also be a Start level.

    • Smart includes all modules except for Budgeting and Workflow.
    • Complete includes all modules.

     

    User levels

    At the user level, these levels are now available:

    • Basic user
    • Reporting user
    • Budgeting user
    • Design user

    What users get access to depend on both their user level and the level of the tenant. Please refer to the table for detailed information:

    User level Start* Smart Complete
    Basic user View Archive items View Archive items View Archive items

    Perform Assignments tasks
    Reporting user View Archive items

    Execute default reports

    		 View Archive items

    Execute default reports

    Execute custom reports

    		 View Archive items

    Perform Assignments tasks

    Execute default reports

    Execute custom reports
    Budgeting user View Archive items

    Execute default reports

    		 View Archive items

    Execute default reports

    Execute custom reports

    		 View Archive items

    Perform Assignments tasks

    Execute default reports

    Execute custom reports

    Execute default budgets

    Execute custom budgets
    Design user View Archive items

    Execute default reports

    		 View Archive items

    Execute default reports

    Execute custom reports

    Create/edit custom reports

    		 View Archive items

    Execute default reports

    Execute custom reports

    Create/edit custom reports

    Execute default budgets

    Execute custom budgets

    Create/edit custom reports

    Create/edit custom budgets

    *The Start level will be released in the fall of 2022.

     

     

    Create a new tenant and select tenant level

    1. At the top level (your company) , or at the group level, click New tenant.
      HINT: A tenant is a separate portal environment. You can think of it as a separate portal, where only added users have access.
    2. In the New tenant dialog box, fill in these fields:
        • Name
        • Description (optional)
        • Level (Smart or Complete)
        • Integration (accounting system)

    3. Click Create. The tenant is added. You can add as many tenants as you need.

    4. Click Close when you are done creating the tenants you need.

     

     

    Change tenant level

    1. Click Administration.
    2. Click a tenant. At the top of the page, next to Description, you can see which level the tenant has.
    3. Next to the tenant name, click Edit.
    4. In the Edit dialog, in the Level list, select Smart or Complete.
    5. Click Save.

     

     

    Create users in a tenant

    On the Users tab for the tenant, you can manage existing users and add new users.

    1. Click the Users tab. Existing users are displayed in the list. NOTE: In the Search field, you can search for existing users.
    2. Click + Add users button.
    3. In the Enter email address field, either type in or paste in the email addresses separated by spaces, line breaks, commas, or semicolons. You can add up to 50 email addresses at the same time.
      NOTE: There is a validation process happening when you have added the email addresses. If an email address has the wrong format, it will appear in the Error field to the left. Hover over the Information icon to see the cause of the error. If the error is due to an invalid email address(es), you need to fix the address before you can move to the next step.
    4. Select User level, Role, Access permissions, System permissions, and Data accesses:
      • User level: Select between Basic user, Reporting user, Budgeting user, or Design user.
      • Roles: If the user(s) you want to add should belong to a role, turn on the switch for the role.
      • Access permissions: Use the switches to select the access permissions your user(s) should have.
      • System permissions: Use the switches to select system permissions.
      • Data access: Click the + Add button to give access to companies. Click Edit to limit the access permissions.
      • Other: It is possible to mark a user as an Auditor. The advantage of this is, for example, if users want to add temporary users and be able to easily identify such users.
        NOTE: Marking a user as an Auditor does not give the user any particular permissions or access rights.
        NOTE: Inherited permissions from roles: If you have added the user(s) to a role, you will see the inherited permissions and accesses, and the switches are deactivated.
    5. Click Create.

     

     

    Change user level

    1. Click Administration.
    2. (If more than one tenant) Click a tenant.
    3. Click the Users tab.
    4. In the list, click a user.
    5. Next to the user name, click the Edit button.
    6. In the list, click Edit user.
    7. In the Edit user dialog, in the User level list, select the user level; Basic user, Reporting user, Budgeting user, or Design user.
    8. Click Save.

     

     

    Overview of usage

    To get an overview of users’ usage, we have added a Usage tab in Administration.

    To access;

    • In Administration, at the top level (Customer level), click the Usage tab.

     

     

    Publisher – Changes in handling of deleted reports used in Publisher jobs

    If a report template that is part of a Publisher job is deleted (from Reporting), it is also removed from the Publisher job. Then, the owner of the job is notified either via e-mail or in Notifications. NOTE: If the deleted report is the only report in the Publisher job, the job will not be deleted.

     

    Publisher – Possible to publish jobs weekly

    It is now possible to schedule publisher jobs weekly.

     

     

     

    Administration: Added search for Auditors in the Search users dialog

    It is now possible to search for users who are Auditors in the Search users dialog box.

    To search for users who are labeled as Auditor:

    1. In Administration, click the Search users button.
    2. In the Search for users field, enter is:auditor. Users who are labeled as Auditors are marked with A.

     

    Integration-specific fixes

     

    Integration Module Factset/Dimension Attribute/Measures Comment
    Visma.net Sales Shipments – Added link between Period and ShipmentDate
    Visma.net Multiple Multiple/Employee, Department, Project – Fixed an issue where dimensions with the same display name would be mixed up
    Visma.net Multiple Multiple/Inventory – Fixed an issue where inventory attribute values with a blank description would not show up
    Visma.net General Ledger, Budget OSR Budget/ Project Account Group – Added dimension Project Account Group
    Visma Business Multiple Multiple/Country – Added dimension Country and linked it with Customer, Supplier, and Employee
    Xledger General Ledger General Ledger GL Object Values 3,4 & 5 Added attributes
    Visma Global Logistics Stock History – Added factset
    Visma Global Logistics Stock History – Fixed an issue causing drilldown to fail on factset
    24SO Multiple Multiple/Project Multiple Added multiple ext. fields on dimension
    Tripletex Multiple Multiple/Project Category – Fixed an issue where Project Category dimension did not work in multi-company reporting
    Tripletex Multiple Multiple – Fixed an issue where multiple dimension did not work in multi-company reporting
    MS Dynamics AX Multiple INVENTABLE Multiple Fixed attribute types from measure to group

     

     

  • March 2022

    What’s New

     

     

    OneStop Reporting Light users automatically upgraded to standard OneStop Reporting

    From March 25, 2022, OneStop Reporting Light (OSR Light) no longer exists. All former Light customers will instead have access to the standard OneStop Reporting version. The Customers have been transferred with the number of portal users and companies they had in OSR Light and they do not have to take any actions as the upgrade takes place automatically.

     

    Improved notification routine when a data import job fails

    In the past, only the owner of the data import job would get a notification if a data import job failed. Now, users with the Can import company data permission, Full data access, or data access to all companies in the import job will get a notification when an import data job fails.

     

    Improved parameter search

    We have implemented three significant improvements to the Search functionality for parameters:

    • Users can now choose between searching in a certain column for a dimension or associated attributes in a parameter.
    • Users can now perform a search with only one character (in the past you had to enter at least three characters).
    • Users can now use these special characters for wildcard searches:
      • ‘project = items including project
      • !project = items that do not include project
      • ^project = items that starts with project
      • !^project = items that do not start with project
      • project$ = items that end with project
      • !project$ = items that do not end with project

     

     

    Chart of Accounts

    We have made some changes to the Chart of Accounts

    • For Visma Business and Visma.net, we have split between Financial Income and Financial Expenses in expressions for Danish companies.
    • For all accounting systems, we have updated the account interval for the Udisponert Resultat expression in the Chart of Accounts for Norwegian companies.
    • For Visma Business, we have added the following new expressions* for Norwegian companies:

     

    *NOTE: The new expressions are available when designing reports and are not linked to any of the standard report templates.

     

    Data Manager

    In Data Manager, we have made some changes for the Xledger integration:

    • Added the Project dimension.
    • Made it possible to use Cost Center as an extension dimension.

     

    Integration-specific fixes

    Integration Module Factset/Dimension Attribute/Measures Comment
    Visma.net Multiple Multiple/Customer,Project, Project Manager Id – Link from Project to Customer and Project Manager Id dimensions
    Visma.net Finance General Ledger/ Customer, Supplier – Link dimension in factset
    Visma.net Multiple Multiple/Inventory Price Class ID, Price Class Description Added attributes
    Visma.net Finance General Ledger Reversing Entry Added attribute
    Visma.net Inventory Inventory Transaction Multiple Added endpoint KitAssembly to several attributes and measures in factset
    Visma.net Inventory Inventory Transaction/Component Id, Kit Inventory Id – Added dimensions
    Visma.net Project Accounting Multiple/Project, Project Task – Fixed link between dimensions which led to duplicated results in drilldown
    Visma Business Customers, Suppliers Hist.Cust.Trans., Hist.Sup.Trans. Voucher Date (VoDt), Valuation Date (ValDt) Added VoDt and updated translation on VaDt
    Visma Business Finance Actual Transactions Free1, Free2, Free3, Free4 Added measures
    Visma Business Group Reporting OSR Actual Transaction/OSR Account Gr 10 Fixed attribute name
    Visma Business Customers, Suppliers Hist.Cust.Trans., Hist.Sup.Trans. Invoice Date (InvoDt) Added attribute
    Visma Business Customers Open Customer Entries Last Reminder Date (RemRnNo) Fixed data type on attribute
    Visma Business Customers, Suppliers Hist.Cust.Trans., Hist.Sup.Trans. Max Date Fixed data type on attribute
    Xledger Multiple Multiple/Cost Center, OSR Cost Center – Added link between the dimensions
    Xledger General Ledger OSR Budget Transactions/Project – Fixed dimension link which led to storing errors on Project
    Visma Global Finance General Ledger Transactions Entry Date Fixed naming and translation of attribute
    Tripletex Multiple Multiple/Period – Fixed issue which led to dimension disappearing in group reports

     

  • February 2022

    What’s New

     

    Added Balance Dashboard for Denmark

    We have added a Balance Dashboard for Danish customers. This dashboard includes:

    • Working capital: Working capital is the money you need to support short-term operations. It is this focus on the short term that distinguishes working capital from longer-term investments in fixed assets or R&D. Working capital is the difference between current assets and current liabilities. “Current” again refers to the fact that these items fluctuate in the short term, increasing or decreasing along with operating activities. Generally, these are assets that can be converted into cash within the next 12 months or operating cycle, such as inventory and accounts receivable. Current assets include cash, short-term investments, accounts receivable, and inventories.
    • Current ratio: The current ratio is a popular metric used across the industry to assess a company’s short-term liquidity with respect to its available assets and pending liabilities. In other words, it reflects a company’s ability to generate enough cash to pay off all its debts once they become due. It’s used globally as a way to measure the overall financial health of a company.
    • Acid-Test Ratio: The acid-test ratio, commonly known as the quick ratio, uses a firm’s balance sheet data as an indicator of whether it has sufficient short-term assets to cover its short-term liabilities.

     

    Integration-specific fixes

    Visma.Net

    • Added fields and changed display names in the Sales module: To make it easier for users to select the correct field when building new reports we have changed some of the filed names:
      • Ext Price (Line Amount – Discount) has been changed to Ext Price Currency (Line Amount – Discount)

     

     

      • DiscountAmount has been changed to Discount Amount in Currency.

     

     

      • Added a new field Net amount base currency: This is a sum of: FactSalesOrderLine: LineAmountInBaseCurrency – OSRGet(FactSalesOrderLine:DiscountAmount)
    • Project Accounting: We have added the Project Task and Project Task Description attributes.

     

     

    • Added link to Project Manager in the Project dimension: We have added a link between the ProjectManagerId attribute and the DimEmployee attribute.
    • Fixed issue where it was not possible to get Postal Code from Shipment endpoint.
    • Added the Lot Serial Number attribute to the Inventory Transactions FactSet and fixed a translation issue of the Inventory dimension in Norwegian.

     

     

    • Added the LotSerialNumber and ExpirationDate attributes to the Purchase Receipt FactSet.

     

     

    Visma Business

    • Added dimension VWWorkflowTask to Documents and General Ledger FactSets.
    • Added the WfId attribute to the General Ledger FactSet.
    • Updated data type to DateTime in several attributes and FactSets.

     

    Tripletex

    • Fixed some translation issues for several dimensions: Due to some translation issues, customers have experienced that these cause duplicates in Data Manager.
    • Changed OSR Budget FactSet name from Budget Transactions to OSR Budget Transactions. In this way, users will know which FactSet comes from OSR and which comes from Tripletex.

     

     

    Power Office GO

    Fixed issue with link between the Project and Project Manager dimensions.

  • January 2022

    What’s New

     

     

    Archive: Archive items independent of their report template

    Now you can send reports to your own or another user’s archive without the previously archived reports disappearing or changing when deleting or adjusting the report templates. The Archive now behaves more like your email inbox. Previously, archived reports changed if a user deleted or adjusted the original template. Now, the reports are static and will retain their original values when they are archived.

     

     

    Budgeting settings

    Using the Budgeting Settings, users can now decide if they want to show their last run budget in Budgeting. NOTE: The setting is turned on by default.

    To access the Budgeting Settings;

    1. Click Settings.
    2. Click Budgeting.
    3. Use the Show the last run budget automatically switch to decide whether you want to show your last run budget in Budgeting or not the next time you enter the report player. NOTE: The setting is valid for all of your tenants and customers (if you have access to multiple).

     

     

    Publisher: Possible to select date +/- days relative to running date of publishing job

    When setting up a publishing job, users now have three different options* for setting the date parameter:

    • Specific date
    • Date of running job
    • Relative to running job

     

    When selecting the Relative to running job option, the user can select -/+ days relative to the date of running the publishing job.

     

     

    *NOTE: These options are only available for date parameters that are set up with the Date Selector option in the Report Parameters Wizard in Report Designer.

     

     

    Report Designer: Added the period functions “This Period 2 Years Ago” and “This Period 3 Years Ago”

    We have added two new period functions to all integrations; This Period 2 Years Ago (TP2YAgo) and This Period 3 Years Ago (TP3YAgo).

     

     

    Fixes

    Administration: “Remove tenant” only available when the “Overview” tab is selected

    To remove the risk of deleting a tenant when, for example a user is attempting to remove a user, we have removed the Remove tenant option from the other tabs in Administration. Now it is only visible if the user is on the Overview tab.

     

    Integration-specific fixes

     

    Visma Business

    • Added two more extension fields in “Company in group” (“Selskap i konsern”): Value 1 and Value 2 with data type decimal. This change makes it easy to add values or rates at the company level.
    • Added attributes RemRnNo, WfId and WbPg to Historic Customer Transactions and WfId and WbPg to Historic Supplier Transactions.
    • Added support for viewing vouchers for Historical Customer/Supplier factsets.

     

    Visma Global

    Added new dimensions – Terms of pay: We have added new dimensions based on the tables Termsofpaycustomer and Termsofpaysupplier including relevant fields in this table (e.g. customer/supplier and number of days). The new dimensions are linked to the Customer/Supplier dimensions.

     

     

    VismaNet

    Dashboard – Fix for “Arbeidskapital”: We have fixed an issue where the numbers for Arbeidskapital (NO and SE) were in positives. The numbers are now in negatives.

     

  • December 2021

    What’s New

    Dashboards are now available for Denmark and Finland (for Visma.net)

    We are happy to introduce Dashboards to our Finnish and Danish Visma.net customers.

    Dashboards include a set of predefined dashboards that will give you an at-a-glance overview of your company’s economic situation.

    There are two categories of dashboards:

    • Profit & Loss
    • Customers & Suppliers

     

    Make adjustments to the dashboards

    • To change period for all dashboards; In the top right corner, click  https://help.onestopreporting.com/wp-content/uploads/2021/04/word-image-17.pngPeriod and select period from the list.
    • (If applicable) To change company for the dashboards; In the top right corner, click  https://help.onestopreporting.com/wp-content/uploads/2021/04/word-image-18.pngCompanies and select company from the list.
    • See actual values; Hover over the graphs.
    • Drill down; Click the graph and click the transaction data, such as General Ledger.
    • Hide/Show data series in the chart; In the Legend, click the period and select Hide series or Show series from the list.
    • Change the dimension on your x-axis; Click the list below the chart and select dimension, such as Department.
    • Move the legend; Click in the upper right corner of the legend and drag to desired position.
    • Hide/Show legend; Click ⁝ Options and select Hide/Show legend.
    • See chart as table; Click ⁝ Options and select View as table.
    • Download chart as SVG or CSV; Click ⁝ Options and select Download SVG or Download as CSV.

     

    Dashboard categories

     

    Profit & Loss

    Profit

    Profit is all total income of a business within a given period.

    Profit consists of all the income that the business has had during an accrued time frame. As a rule, this involves earnings from invoiced goods and services, cash sales, and other income.

    Accumulated profits

    Accumulated profit is the sum of previous periods, plus the current period.

    Profit before taxes

    In the income statement, all operating revenues and operating expenses for the current financial year are set up. By calculating the difference between all income and all expenses, you arrive at the annual result before tax.

    Accumulated profits before tax

    Accumulated profit before tax is the sum of previous periods, plus the current period before tax.

     

    Customers and suppliers

    Age-distributed balance list customers – overdue

    This age-distributed balance list shows all overdue items per customer.

    Age-distributed balance list customers – non-overdue

    This age-distributed balance list shows all non-overdue items per customer.

    Open customer records Top 10 today’s date

    This report shows the company’s ten largest customers.

    Age-distributed balance list suppliers – overdue

    This age-distributed balance list shows all overdue items per supplier.

    Age-distributed balance list suppliers – non-overdue

    This age-distributed balance list shows all non-overdue items per supplier.

    Open Vendor Items Top 10 Today’s Date

    This report shows the company’s ten largest suppliers.

     

    TIP: You can change the Chart of Account to suit your business needs.

     

    New layout for Norwegian Visma.net reports

    We have updated the layout for all Norwegian Visma.net reports to a new modern design. In addition, the new reports allow for Chart of Accounts filtering.

     

    Dashboards for Visma.net: View data for Branches

    (for Swedish and Dutch customers only)

    If you have set up branches in Visma.net, it is now possible to filter the data for your branches in the Dashboards.

    To filter your dashboard to view data for a specific branch:

    • In the top right corner, click   Branch and select branch from the list.

     

    Fixes

     

    Data Manager: Fixed issue with copying OSR-dimensions

    We have fixed an issue where users would get an error message when attempting to copy and paste OSR Dimensions, such as Scenario, Transaction type, Transaction Type, OSR Currency type.

     

  • November 2021

    What’s New

    Reporting: Ability to download drilldown results to Excel

    Users can now download drilldown results to Excel.

     

    Download drilldown result

    In a run report template in Reporting;

    1. Right-click the cell where you want to drill down.
    2. In the Choose drilldown menu, select the drilldown item.
    3. Click the Export to Excel button. The report along with the drilldown sheet is downloaded and can be opened in Excel.

     

     

    User menu: New design

    We have refined the user menu in this latest release. The changes have been made to make the menu more user-friendly, for example by grouping the Tenants and Customer menus (for users that have more than one tenant/customer) and the My Profile and About options.

     

     

    Integration-specific fixes

    Tripletex

    • Added and linked the Employee Category dimension with the Employee dimension.

     

    Power Office GO

    • Added the period function “This Quarter Last Year”.

     

    Visma.net

    • Added a parameter for Branch in Dashboards for Swedish customers.

     

    Visma Business

    • Added the fields ExtRef1-3 and Txt2 to Group Reporting.
    • Added InvoNo to Group Reporting.

     

  • October 2021

    What’s new

     

    New version of Report Designer

    We have released a new version of Report Designer, available for download here.

     

    Report Designer: Possible to use several expressions in the same filter group

    We have made it possible to use several expressions in the same filter group in Report Designer. For example, you can now have multiple Chart of Account expressions in a single group.

     

    Report Designer: Disabled “Save as” button

    We have disabled the Save as button in Report Designer as users should use the Save button to upload the report to the OneStop Reporting portal.

     

    Help available in Dutch and Finnish

    We are happy to announce that we now offer the Help pages in Dutch and Finnish.

     

    To access the Help;

    • In any module in OneStop Reporting, click Help. The help page appears in a new pane to the right.

    If you want to open the help page in the browser, scroll down to the bottom and click Open in browser.

     

     

    Integration-specific fixes

    Visma Business

    • Added a new link between the OSRProp and OSRPropCI dimensions in the Fixed Asset factset in Group Reporting.
    • Added the Main Rx dimension and linked it with the Rx dimensions.

     

    Tripletex

    • Added the FixedPrice and isFixedPrice attributes in the Project dimension.

     

    Visma eAccounting

    • Added the ArticleLabels dimension and linked it with the Article dimension.

     

    24SevenOffice

    • Fixed a bug that generated duplicates for the dimensions on factsetJournal_SubEntry.

  • September 2021

     

    What’s New

     

    In-app learning for Norwegian customers

    We are thrilled to announce an enhanced experience in OneStop Reporting to help our Norwegian customers get started faster, discover more value, and find help when needed.

    Our in-app learning can walk users through tasks step-by-step or provide instant, contextual help. We will also use the in-app learning guide to let users know when we launch new features and functionality.

    When you log in, you will find the in-app guide by clicking the hat icon in the top right corner.

     

    Video in Norwegian only:

     

    Report Designer: New version released

    We have released a new version of Report Designer. The new version includes these new features:

     

    Report Designer: Option for replacing INDIRECT formulas

    We have added an option to remove INDIRECT formula calculations for specific report templates. By selecting the new Replace indirect references option, indirect references, that is, INDIRECT() are replaced with direct references. This will improve performance in formulas. NOTE: This will not work for complex reference arguments to INDIRECT. Also note that this option will affect budget templates.

    To access;

    1. On the OneStop Reporting tab, click Report Properties.
    2. Go to the Reporting tab.
    3. Select the Replace indirect references checkbox to replace the INDIRECT formulas in the report.

     

    Report Designer: Removed possibility to edit Chart of Accounts

    After introducing the Chart of Accounts feature, the possibility to edit CoA in Report Designer has become redundant as it introduces a potential risk of creating duplicate versions of the CoA (though only visible and active in Report Designer). We have therefore now removed this option in Report Designer.

     

    Report Designer available in Finish

    We have added Finnish translations to the Report Designer user interface.

     

    Report Designer: Improved translations for Dutch, Norwegian, Swedish, and Danish

    We have added missing translations for Dutch, Norwegian, Swedish, and Danish in the Report Designer user interface.

     

    Chart of Accounts: Expression sorting order

    To better get a better overview of all expressions,we have changed the sorting order so it is based on account groups. In this way, all balance expressions are grouped together – and all result expressions are listed together.

     

    Chart of Accounts: Expressions in Norwegian

    We have renamed several expressions in Norwegian.

     

    Integration-specific fixes

     

    Visma.net

    • Added the AccountClassNumber attribute.
    • Added the FactCustomerContract factset.
    • Added ExchangeRate in the SalesOrders and SalesOrderLines factsets.
    • Added a new Currency dimension in several factsets.
    • Added a This Quarter Last Year period function.

     

    Visma Business

    • Added SalesOrdersLines factset to Group Reporting.
    • Added the CurrencyName attribute to ThisCompany dimension.
    • Added ValDat attribute to Group Reporting.
    • Added the WorkflowStatus dimension to the Document factset
    • Added several attributes to the CapitalAssetNumber dimension.

     

    Business Central

    • Added the OSRBudgetFoundation factset.

     

    Tripletex

    • Added the FactGetLedgerVoucherNonPosted factset.
    • Fixed issue where access rights limited on the ProjectCategory caused templates to crash if budget lines were part of the template.
    • Fixed issues with wrong data type in the InvoiceDueDate attribute in the Supplier Invoice factset.

     

    Visma Administration

    • AddedOSR Budget.

     

  • August 2021

    What’s new

     

    New: Settings – Show last run report

    Using the new Settings, users can now decide if they want to show their last run report in Reporting.

    NOTE: The setting is turned on by default.

    To access the Reporting Settings;

    1. Click Settings.
    2. Click Reporting.
    3. Use the Show the last run report automatically switch to decide whether you want to show your last run report in Reporting or not the next time you enter the report player. NOTE: The setting is valid for all of your tenants and customers (if you have access to multiple).

     

     

    Notification settings: Moved to Settings

    We have also moved the Notifications settings under the new Settings menu.

    The Notifications functionality allows you to know when certain events occur in the OSR Portal. For example, when someone shares a report with you, you will see a red circle on the Notifications button

    To access the Notifications settings;

    1. Click Settings.
    2. Click Notifications.

    NOTE: The Notifications settings can also be accessed directly from Notifications > Notifications settings.

    These settings have two levels;

    • The options under Notifications control all notifications, across all modules in the Portal.
    • The options under Archive, Assignments, Get Data, Archive, and Publisher control the notification settings for the specific modules.

     

    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. Under Notifications, turn on the Send me email switch.

     

    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. 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. Under Notifications, turn on the Show on mobile and devices switch.

     

     

    Fixes

     

    Reporting/Administration – Improved Search functionality

    We have improved the search for companies in Reporting and Administration.

     

    Publisher – ‘Send as PDF’ issue fixed

    We have fixed an issue where users who have selected to send Publisher jobs as PDFs and attempting to edit the job would not have the “Send as PDF” checkbox selected. The checkbox will now remain selected after opening the publisher job for editing.

    Workflow – Date picker issue fixed

    We have fixed an issue where the date picker sometimes would get cut off in the Workflow user interface.

     

    Integration-specific fixes

     

    Visma Business

    • Added the SAF-T attribute to the Account dimension.
    • Added CompanyName attribute to ThisCompany dimension in Group Reporting.
    • Added R-dimensions to Capital Asset factset.
    • Added link between Customer and OrderLines and OrderDocumentLines.
    • Added the InvoiceCustomer dimension in Sales Orders factsets.
    • Added link between PropNo and ComapnyID in Group Reporting.

     

    Xledger

    • Added the Project Status attribute to the Project dimension.

     

    Tripletex

    • Added link between the Department and Project dimensions.
    • Added the SupplierInvoice factset.
    • Added the ProjectParent dimension and links to the Project dimension.

     

    Visma eAccounting

    • Fixed issue with inability to store Project, Customer, Supplier in OSR Budget Transactions.

     

    Visma.net

    • Added Branch dimension to SupplierInvoiceLines and CustomerInvoiceLines factsets.
    • Added the ExchangeRate attribute to SalesOrderLines factset.

     

    Visma Global

    • Added the StockSurveyTotals factset to the Logistics module.

     

  • July 2021

    What’s New

     

    OneStop Reporting now available in Finnish

    We have translated the user interface of the portal to Finnish. In a short while, there will also be help available in Finnish.

     

    Dashboards now available in Swedish

    Dashboards are now available in Swedish for Visma.net and Visma Business customers.

     

    Fixes

    Report Designer: Fixed issue for budgets when applying Sum OSRRef when there are two expansions

    We have fixed an issue where users attempting to sum all IF cells using SUM(OSRRef) where there were two expansions would get incorrect sums or blank sum cells.

     

    Report Designer: Fixed issue for reports with “Static mode” containing sheet referencing

    Report Designer has an option for removing formulas in complex reports to improve performance when running the report. However, some users have reported that Static mode reports that contained sheet referencing would fail. We have now fixed this issue. NOTE: To read more about Static mode/Keep formula, see Static mode for reports: Remove or keep formulas in run report.

     

    Fixed wrong date picker format

    Due to an update, the date format picker changed to US format (MM/DD/YYYY and week starting on Sunday instead of Monday) for all users. We have now changed to the DD/MM/YYYY and week starting on Monday format for Norwegian users.

     

    Integration-specific fixes

     

    Visma Net

    • Branch added as a parameter in Dashboards for Dutch users.

     

    Visma Business

    • Added the StockBalance factset to Group Reporting.
    • Added the VoucherType dimension to Group Reporting.
    • Implemented handling of incorrect date format for DueDate, InvoiceDate and PayedDate. This will help avoid conversion errors when running reports with DueDate, InvoiceDate, and PayedDate

     

    Visma PM

    • Added two new factsets: Project Forecasts and Team Productivity
    • Added the Work Contracts dimension
    • Fixed several Price fields that did not give any values. This bug occurred due to a change in the API.

     

     

  • June 2021

    What’s New

     

     

    Assignments: New user interface

    We have made great improvements to the Assignments module. The new user-friendly design has all user budget assignments in a list as opposed to the old assignment cards. Assignments can be assigned to users from the Workflow module or directly from Budgeting.

    An assignment can contain multiple budgets to work on. If users are assigned budgets with Let user decide parameters, they can generate their own assignments from the Generate assignment cards. The generated assignments are then included in the list of budget assignments.

     

    There are two sections in Assignments:

     

    1 Generate assignment cards: If the assignment allows you to select parameters for the budget, you can generate assignments from the assignment cards on top. You can generate as many budget assignments as you need. NOTE: If the user assigning the budget to you has set all parameters for the budget, you will not see the Generate assignment cards. Therefore, you will only see the Generate assignment cards if the assignment is created with the Let user decide option.
    2 Assignment list: Here you find your assignments to work on.

     

     

    Generate assignments

    This step is only applicable if the assignment allows you to select the budget parameters.

    NOTE: For assignments with Let the user decide parameters, you can generate as many budget assignments as you need.

    NOTE: If the assignment has a start date in the future, you will see the start date on the Create assignment card. You must wait until the start date before you can generate an assignment.

    To open the assignment and work on the budget:

    1. On the Create assignment card you want to work on, click Open.
    2. Select the relevant parameters. If the parameter fields are grayed out, the person who created the assignment has already defined these parameters. They cannot be changed.

    NOTE: Under Already created assignments, you can view assignments and parameters for previously created assignments.

     

     

    3. In the top right corner, click https://help.onestopreporting.com/wp-content/uploads/2019/08/create-assignment.pngCreate assignments. The assignment is now added to the Assignments list and you can work with your assignment.

    NOTE: Under Already created assignments you can see assignments you have already created.

     

     

    View information about the assignment

    In the top right corner of the Create assignment card, click Options.

    Here you find the following information:

    • Name of the budget
    • Name of the workflow
    • Company
    • Task status
    • Start and due date
    • Parameters

     

     

    C:\Users\ASHILD~1.STO\AppData\Local\Temp\SNAGHTML2e8ef6b3.PNG

     

     

    Work with assignments

    Assignments that are assigned to you from the Workflow or Budgeting module, are displayed in the Assignments list.

    To open and edit the budget:

    1. Click Assignments.
    2. In the Assignments list, click on the budget you want to open and edit.
    3. (if applicable) Select the relevant parameters. If the parameter fields are gray, the person who created the assignment has already defined these parameters. They cannot be changed.
    4. Click Run to update the spreadsheet with updated data.
    5. Edit the budget. See Edit budget data for more information about the available editing options.
    6. Click Save data to save your work.
    7. Click Complete assignment when you are

    NOTE: Your finished assignments are saved under Completed assignments. To see your completed assignments, you need to filter on Show completed assignments.

     

     

     

     

    Use the Activity log

    You can use the activity log to add or view comments about the budget. This can be useful when the workflow includes a reviewer and/or an approver.

    1. Click  https://help.onestopreporting.com/wp-content/uploads/2017/03/btn_filter_hide.png  on the Activity log bar. By default, all activities (states and comments) are displayed.
      • Click Statuses or Comments to filter the activities list.
      • Enter text in the search field to search for comments or states. The list is automatically updated.
    2. Enter text in the textbox and click Add to add a comment to the budget template.

     

    View the status of a workflow in progress

    To view information about the workflow;

    • On the assignment, click Options.

    Here you can monitor the progress of the workflow.

     

    C:\Users\ASHILD~1.STO\AppData\Local\Temp\SNAGHTML2e930db2.PNG

     

    The Workflow Status pane provides the following information:

    • Name of the budget.
    • Name of the person who started the workflow.
    • Current status of the workflow with a list of tasks assigned to the workflow participants.
    • Parameters for the budget.
    • At the bottom, you find your progress in the workflow.

     

    OneStop Reporting Light: Enabled Chart of Accounts

    In OneStop Reporting, we have a default chart of accounts, however, you can customize these to suit your business needs. The changes you make to the chart of accounts are reflected in your reports in OneStop Reporting.

    You can customize the chart of accounts at the top-, tenant-, or company level. If you, for example, make changes at the tenant level, all companies under that tenant will get the customized chart of accounts.

    Note that you must be an administrator at the top, group, or tenant level to be able to access the Chart of Accounts tool, and the levels you have access to customize depend on which level you have administrator rights for.

    For the top- and tenant level, the Chart of Account tool always performs a validation of the accounts against one of your companies. If you want to change the reference company for this validation, use the Reference company drop-down list in the upper right corner to change.

    If you see a ‘Not mapped’ notification in a yellow box, it means you have accounts that are not part of the chart of accounts. We strongly recommend that you fix the issues, however, this warning will not prevent you from customizing your chart of accounts.

     

    To customize the Chart of Accounts;

    1. Open Chart of Accounts.
    2. (If applicable) Select integration if you have access to multiple integrations.
    3. (If applicable) Select country the new chart of accounts will apply for.
    4. Select the level for which you want to change the chart of accounts, such as for a company, all companies in a tenant, or all companies under the top level. NOTE: If you select the top- or tenant level, all companies under that level will get the new chart of accounts.
    5. Click the Customize switch.
    6. Click Yes to start customizing.
    7. In the Filters column, select the appropriate filters. (See explanation for Filters and Operators below.*) Use the Add button in the Action column to add more filter criteria.
    8. Use the Lookup to select accounts. TIP: You can use the Search field to search for accounts.
    9. Click Use value.
    10. Click Save.

    Your new chart of accounts is saved and the changes are reflected in your dashboards, reports, and budgets in OneStop Reporting.

     

    *Filter and Operator options:

     

    In the first drop-down box, these two options are available:

    Option Function
    Where Will include all data inside the specified filter.
    Where not Will include all data outside the specified filter.

     

    If there are multiple filters in the same group, these options will also be available in the first drop-down box:

    Option Function
    And Will filter the first condition AND the second condition.
    Or Will filter the first condition OR the second condition.
    And Not Will filter the first condition AND NOT the second condition.
    Or Not Will filter the first condition OR NOT the second condition.

     

    In the second drop-down box, select Account or other account attributes such as Account type, Account description, or External Code.

    In the third drop-down box, these filter operators are available:

    Option Function
    In account is In… (the selected parameters)
    <> account is Not equal to… (the selected parameters)
    < account is Less than… (for numerical values)
    > account is Greater than… (for numerical values)
    <= account is Less than or equal to… (for numerical values)
    >= account is Greater than or equal to… (for numerical values)
    Begins with account Begins with… (for any phrase contained in the dimension)
    Ends with account Ends with… (for any phrase contained in the dimension)
    Contains account Contains… (any part of the phrase contained in the dimension)
    Like OneStop Reporting will retrieve any data using “LIKE …” in SQL.*

     

     

    For information about the Chart of Accounts (Kontoplan) in Norwegian, see Brukerdokumentasjon OneStop Reporting Light.

     

    Fixes

     

    Dashboards: Fixed issue when changing year

    We have fixed an issue where the dashboards would show the wrong year when customers changed the year for the dashboard.

     

     

     

    Budgeting: Fixed issue for Line Item Details (LID) when using sheets per value

    The issue would occur when a parameter was set to Sheet per value in a budget template, such as, for a department or project. Then, the Comparable data per sheet in the Line Item Details would still be equal to the total of the selected department or project. This issue is now fixed.

     

    Reporting: Improved error message for failed reports

    We have improved the error mea\ssages users receive when a report fails. Now, users will get an error message with a reference number they can use when contacting Support.

     

    Integration-specific fixes

     

    Visma Business

    • Fixed issue with wrong data type on attribute VoucherDate in Group Reporting the General Ledger factset.

     

  • May 2021

    What’s New

    New design of budget and report templates cards

    We have redesigned the design of the budget and report template cards to improve the functionality. The changes cater for easier access to the report/budget template settings by implementing a new Options menu. From this menu, you can change name and ownership of the budget/report template, and access the thumbnail settings and view report/budget details.

     

     

    In addition, the way you select and run reports/budgets has slightly changed. We have implemented a checkbox for ( ) selecting reports to access the tools for the report/budget template.

     

     

    Click anywhere on the report/budget card to run.

     

     

    Change name of reports

    1. In Reporting, in the upper part of the report card, click Options.
    2. Click Rename.
    3. In the dialog box that opens, enter the new name and click Change.

     

    View and change ownership of reports

    Reports created or uploaded by a user are owned by this user. Only the owner of a report can change the name and delete reports. Therefore, it can be useful to change the ownership of reports. If, for example, someone decides to leave the company, the owner of the reports should give the ownership to someone else.

    NOTE: Only the owner of the report can change the ownership.

    1. In Reporting, in the upper part of the report card, click Options.
    2. In the list, click Change ownership.
    3. In the dialog box that opens, use the search box or use the drop-down list to enter å new user.
    4. Click Change.

    NOTE: The new owner must be a user in your system.

     

     

    View details

    1. In Reporting, in the upper part of the report card, click Options.
    2. In the list, click View details.
      In the pane that opens, you get a description of the report, and information about when the report was created, modified and the author of the report. NOTE: The information in the description section comes from Report Properties in Report Designer.

     

    Fixes

     

    Reporting: Improved error messages when reports fail

    In order for users to be able to solve issues when a report fails in Reporting, we have improved the error messages they receive. The error messages come with a suggestion for fixing the issue.

     

    Integration-specific fixes

     

    Visma Global

    • Fixed issue with wrong data type in the DeliveryDate attribute in the CustomerOrder factset.

     

    Xledger

    • Added the Budget Detail (ERP budget) factset.
    • Added link between dimensions Project and Product in the CustomerTransaction factset.

     

    Tripletex

    • Fixed issue with wrong data type on attributes regarding Cost- and Price fields in the Order and InvoiceOrderLines factsets.
    • Added the ProjectOrderLines factset in the Sales module.

     

    Visma.net

    • Fixed VoucherLink for group reports.
    • Added the TransactionType attribute to the General Ledger factset.

     

    Visma Business

    • Added R-dimensions in the HistoricCustTrans and HistoricSupTrans factsets.

     

     

  • April 2021

    What’s New

     

    Dashboards

    NOTE: Dashboards are released to Visma Business, Visma.net ERP, PowerOffice Go, Tripletex, 24SevenOffice, and Xledger.

    Countries: Norway and the Netherlands

    We are excited to introduce Dashboards to OneStop Reporting. Dashboards include a set of predefined dashboards that will give you an at-a-glance overview of your company’s economical situation.

     

    There are three categories of dashboards:

    • Profit & Loss: Profit, Profit before tax, Accumulated profits, and Accumulated profits before tax.

     

     

    • Balance: Working capital, Current ratio, and Acid-test ratio.

     

     

    • Customers & Suppliers

     

     

    You can change the period for the dashboards and which company to see information for.

     

     

    You can hover the chart to read the actual values.

     

     

    You can even click on a data series to drill down to the transactions to see the actual numbers.

     

     

    From this transaction table you can even drill down to see the actual voucher.

     

     

    In your dashboard, you can easily change the category on your x-axis. For example, you can select to view Project instead of period.

     

     

    You can also view the dashboard as a table, or download as SVG or CSV.

     

     

    If you want to move or hide the legend, just click and drag, or click Options and click Hide legend.

     

    For more information about Dashboards, see Dashboards.

     

     

    Chart of Accounts

    NOTE: Released for Visma Business, Visma.net (NL, NO), Visma Global, Tripletex, PowerOffice GO, and Xledger.

     

    In OneStop Reporting, we have a default chart of accounts, however, you can now customize these to suit your business needs. The changes you make to the chart of accounts are reflected in your dashboards, reports*, as well as budgets* in OneStop Reporting. (*You need to set up Expressions in your reports/budget templates in order for this to work.)

    You can customize the chart of accounts at the top-, tenant-, or company level. If you, for example, make changes at the tenant level, all companies under that tenant will get the customized chart of accounts.

    Note that you must be an administrator at the top, group, or tenant level to be able to access the Chart of Accounts tool, and the levels you have access to customize depend on which level you have administrator rights for.

    For the top- and tenant level, the Chart of Account tool always performs a validation of the accounts against one of your companies. If you want to change the reference company for this validation, use the Reference company drop-down list in the upper right corner to change.

     

     

    If you see a ‘Not mapped’ notification in a yellow box, it means you have accounts that are not part of the chart of accounts. We strongly recommend that you fix the issues, however, this warning will not prevent you from customizing your chart of accounts.

     

    To customize the Chart of Accounts;

    1. Open Chart of Accounts.
    2. (If applicable) Select integration if you have access to multiple integrations.
    3. (If applicable) Select country the new chart of accounts will apply for.
    4. Select the level for which you want to change the chart of accounts, such as for a company, all companies in a tenant, or all companies under the top level. NOTE: If you select the top- or tenant level, all companies under that level will get the new chart of accounts.
    5. Click the Customize switch.
    6. Click Yes to start customizing.
    7. In the Filters column, select the appropriate filters. ( See Chart of Accounts for more detailed description of the filters. ) Use the Add button in the Action column to add more filter criteria.
    8. Use the Lookup to select accounts. TIP: You can use the Search field to search for accounts.
    9. Click Use value.
    10. Click Save.

    Your new chart of accounts is saved and the changes are reflected in your dashboards, reports, and budgets in OneStop Reporting.

     

     

    New integration with Visma.net Project Management

    Applies to Visma.net Financial and Project Management customers

     

    With the new Visma.net Project Management (PM) integration you can now create reports comparing information you have in PM with your Visma.net Financials data.

    Prerequisites:

    • Customer must use PM together with Visma.net Financials (the same company must exist in both systems).
    • Customer must specify in which tenant (in OneStop Reporting) they want the PM integration, if they have several tenants.
    • Customer must have activated the REST API in their PM application (We have made documentation that you will receive when ordering for how this is done).

    How to order the Project Management integration?

    Existing customers:

    Email salesorders.osr@visma.com, with the following information:

    • Customer name
    • OSR tenant (s) customer must have the PM integration

     

    New customers:

    Order OneStop Reporting with Visma.net from the price calculator, add in the comments field that the customer wants Visma.net Project Management.

     

    Fixes

    Administration – User report

    We have fixed an issue where data displayed in the User report would show incorrect data. Learn more about creating reports in Administration here.

     

  • March 2021

    What’s New

     

     

     

    New integration: Visma.net Project Management

    We are happy to announce our new integration to Visma.net Project Management. An integration to Project Management allows you to compare the information you have in Project Management with your Visma.net Financials data and you can create the reports you need from Project Management.

    However, this integration comes with a few limitations;

    • You must use Project Management together with Visma.net Financials and the same company must exist in both systems.
    • You must specify in which tenant (in the OneStop Reporting portal) you want the Project Management integration if you have multiple tenants.
    • You must have activated the REST API in your Project Management application. You will receive documentation on how to set this up when ordering.

     

    Please contact your vendor if you are interested in the Visma.net Project Management integration.

     

     

    Administration: Possibility to set country for companies

    In preparation for upcoming releases of OneStop Reporting with Dashboards and customized Chart of Accounts, we have made it possible to specify a country for companies in Administration.

    To set country for a company:

    1. In Administration, click the appropriate tenant.
    2. Click the Companies tab.
    3. In the Country column, select country from the list.

     

    Help page for OneStop Reporting Light (Visma Business users):

    We have created a help page (in Norwegian) for our OneStop Reporting Light solution for Visma Business.

     

    Integration-specific fixes

     

    Visma Net

    • New module: Project Accounting is now released:

    • Fixed an issue where the Warehouse endpoint failed for some customers.
    • Added Account Type and External Code 1 to the Lookup display. This change was done so customers can use these fields when setting their Chart of Accounts.
    • Import on LastModifiedDate is now implemented for CustomerPaymentLines.

     

    Tripletex

    • Added result budgets for Company and Department levels. The new factset in the Tripletex integration is called Budget Transactions (budsjett-transaksjoner), and the old Budget factset is renamed to OSR Budget Transactions.

     

    PowerOffice GO

    • Added more parent fields to the RecurringInvoiceLines factset.
    • Added more fields to the RecurringInvoiceLines factset.
    • Added the VoucherDate and DueDate attributes to OutgoingInvoiceLines.
    • Added index to speed report
    • Fixed wrong links for the Department, Project, and Product dimensions in the RecurringInvoiceLines factset.
    • Added the CurrencyRate attribute and corresponding amount measures in the OutgoingInvoice factset.

     

    Visma Lønn

    • Expanded the period table. Users should now be able to see periods after 2020.

     

    Business Central

    • Expanded the base model with new factsets and dimensions. Some highlights include: Payable/Receivable Transactions, Sales Invoices, and Items.

     

    Visma Business

    • Added the PrvCntDt (Forrige telledato) attribute to the Stock Balances (lagersaldo) factset.
    • Fixed an issue where ChDt would store incorrectly in Budget Lines (Visma Business budsjett-tabell)
    • Fixed issue with multiple week/year attributes in SalesOrder.

     

    Xledger

    • Added support for period 13.
    • Added a fix for CostCenter storage.
    • Added the AllowPosting attribute to the CostCenter dimension.

  • February 2021

    Fixes

    Reporting – Date range picker issue: We have fixed an issue where users have experienced that the date range picker was clipped by the browser window.

    Increased years generated by OSR Periods (PowerOffice GO and other relevant): Some integrations with deviating fiscal year use the OSR Periods function to generate period tables. However, OSR Periods is set to only generate periods 10 years back, and some users have data going longer back causing for example balance reports not to be correct. To remedy this, we have increased the period span.

    Reporting: Fixed issue with Comment sheet: Some users have experienced issues when adding Comments sheets to reports when named styles are missing in the report. We have now fixed this issue.

    Administration: Add extensions: We have made Add extensions available for administrators in a tenant. In the past, it was only administrators at the top (customer) level who could add extensions.

     

    Integration-specific fixes

     

    Visma Business:

    • Fixed collation error in Multi-Company Setup.

     

    Visma Net

    • Fixed link between the DimProjectTask and DimProject dimensions.

     

    AX2012 R2/R3:

    • Budgeting: Added OSR Budget Foundation and several OSR dimensions to the model. Please note that the user has to run Budgeting setup before they can use these dimensions in Budgeting.

     

    XLedger

    • Data Manager – Issue with OSR Budget Transaction dimension: We have fixed an issue where users would get an error message when editing the OSR Budget Transaction dimension in Data Manager.

  • January 2021

    What’s new

     

    Possibility to mark a user as Auditor

     

    It is now possible to mark a user as an Auditor. The advantage of this is, for example, if users want to add temporary users and be able to easily identify such users.

    NOTE: Marking a user as an Auditor does not give the user any permissions or access rights.

     

    Mark user as Auditor

    1. Open Administration.
    2. (If more than one tenant) Click a tenant.
    3. Click the Users tab and click on a user.
    4. Under Other, turn on the Auditor switch.

     

    Search for Auditor

    You can easily search for users who are labeled as Auditor:

    • Either at the Customer or Group level, in the Search field on top of the tenant/group tree, enter is:auditor. Users who are labeled as Auditors are marked with A.

     

     

    Auditors will also appear in the User report under Reports.

     

     

    Administration: Possibility to add Light tenants

    For Visma Business customers, it is now possible to add Light tenants for our OneStop Light version.

     

     

    OneStop Reporting now available in Dutch

    We are pleased to announce that the OneStop Reporting portal is now available in Dutch. We have started the process of translating the user interface of the Report Designer and hope to release in near future.

     

     

    Budgeting/Reporting: Added search for templates in “Get templates”

    It is now possible to search for report- and budget templates in the Get templates marketplace.

     

     

    Last used tenant is remembered

    We have implemented a change so the system remembers which tenant the user was last in the next time the user logs on to the portal.

     

    Fixes

    The Feedback button is reintroduced: For a while, the Feedback button was removed. We have now reintroduced it and really urge users to use it to give us feedback. We read the comments and suggestions you provide as this enables us to improve our products and services.

     

     

    Fixed issue when selecting values in lookups when there is a horizontal scrollbar: Some users have experienced that they were not able to select the last item in a lookup when there was a horizontal scrollbar in the lookup. We have now fixed this issue.

    Fixed issue with list of users when changing ownership of reports/budgets: In the past, some users have experienced that they are not able to see all users in the list when they change ownership of a report or budget. This issue has now been fixed.

    Report Designer – Hyperlinks in reports: It is now possible to use hyperlinks in report definitions, both to external pages and to link between Excel sheets.

    Fixed issue of incorrect data displayed in Data Manager when filtering on empty period: In the past, when users filtered on empty Period in Budget Transactions in the Data Manager, they would get transactions with periods but the period field would be empty. This issue has now been fixed.

    Fixed translation issue with the date range calendar picker: In the past, users have experienced that the date range picker in languages other than English would select incorrect ranges, such as starting on a Sunday and ending on a Saturday when the users had selected a week. This has now been fixed. In addition, we have also translated the date ranges.

     

    Integration-specific fixes

     

    VismaNet

    • Drilldown setup error for Sales Order Lines: We have fixed an issue where users would get an error message when trying to edit the drilldown setup for Sales Order Lines.
    • Multi-Factor Authentication issue resolved: We now have support for users who have set up MFA in the Visma Net system and have had issues with data import jobs.
    • Added Project and ProjectTask to CustomerInvoice/Lines, CreditNotes/Lines, and DebitNote.
    • Changed the attribute type of Cost in SupplierInvoiceLine to measure. This field will now be aggregated in reports.
    • Added Supplier Payment head and lines
    • Added Customer Payment Lines
    • Added ProjectTask to Budget
    • Added voucher to Customer Document
    • Added AutoConditon to several endpoints

     

    Visma Business

    • Updated a link in Actual transactions (hovedbok) which should result in better performance for drilldown.
    • Changed the default drilldown-order for Open Customer Entries and Open Supplier Entries. More relevant information should now come first in the drilldown.
    • Changed the attribute type of Purchase (Kjøp) in Supplier Transactions to measure. This field will now be aggregated in reports.
    • Added Gr and Inf fields to Global Supplier and Customer. Added VoTp (bilagsart), VoNo (bilagsnummer) and some missing amount fields to Global Supplier Transactions and Global Open Supplier Transactions.
    • Added AcSet

     

    AX2012R2

    • Fixed an issue where setting up a gateway connection fails.

     

    MS Dynamics Business Central

    • Expanded the model with new dimensions, links, and terms.
    • Fixed drilldown in General Ledger

     

    24SevenOffice

    • Fix for error in Hours import

     

    XLedger

    • Added a fix for Timesheet import

  • December 2020

    What’s new

     

    Publisher: Administrators can view all existing Publisher jobs in a tenant

    Administrators can now see all Publisher jobs created in a tenant, including jobs created by other users. In this way, administrators can get an overview of all publisher jobs and can view the log for all jobs. They can also delete jobs created by other users.

    NOTE: An administrator cannot edit Publisher jobs created by other users.

     

    Reporting: Improved sorting options when using List view

    We have improved the sorting options for reports in List view. Users can now sort based on type, when the report was created as well as when the report was last modified.

     

     

    Administration: Customizing the integration by adding extension files

    In Administration for a tenant, it is now possible to add an extension file. The extension file can be used to customize the integration by adding, for example, dimensions, attributes, factsets, and modules that go beyond the standard integration to the ERP system we normally provide.

    Please note that this is an advanced tool that requires you to contact our support team and the customization file is then created by our integration team.

     

     

    New blog site published for OneStop Reporting (Norwegian only)

    For our Norwegian customers, we have created a new blog. Please take a look: https://onestopreporting.com/blogg/

     

    Fixes

    Budgeting – Remember cell position when saving budget: In the past, users have experienced that the system does not remember in which cell they were after saving a budget. The issue has now been fixed.

    Reporting- Print vouchers that span multiple pages in one operation: In the past, users had to print vouchers that spanned multiple pages one page at a time. This issue has now been fixed and users can print such vouchers in one operation.

    Fixed array formula issue causing reports not to run properly in the portal: Some users have experienced that reports that run perfectly in Report Designer have issues when running in the portal. The issue is caused by array formulas added to the OSR formulas. This bug has now been fixed.

    Fixed bug for the Recent filter: We have fixed an issue where reports would be sorted alphabetically even though the user had selected the Recent sorting.

     

     

    Translation of user interface issue resolved: Previously, if the user had chosen to let the browser automatically translate the user interface, the user would see some incomprehensible texts in the portal. We have now fixed this issue by blocking the translation option. To properly change the language of the user interface, click your user name in the upper right-hand corner, select Profile and then select the desired language from the Language list.

    Administration – Improved performance in Customer/Group/Tenant tree: We have improved the performance for the Customer/Group/Tenant tree for customers with large amounts of customers.

    Added pop-up window when there is a new version of OneStop Reporting: Users will now get a message when there is a new version available asking them to refresh the page.

    Administration – Not moving all Publisher jobs: In the past, when you moved a user’s content to another user, all Publisher jobs in the tenant were moved to the destination user regardless who owned them. Now, we only move jobs that are owned by the user you are moving content from.

     

    Integration-specific fixes

     

    24SevenOffice

    • Increased decimal count of Price in Time_Hours to counter error on import jobs.

     

    Visma Business

    • Added more fields to BudgetLines.
    • Changed Orders from measure to group in Price fields: To be able to group by price fields, we have changed the Price, Dprice, PriceF, and CCstPr fields in the OrdLn factset from measures to group.

     

    PowerOffice GO

    • Added CurrencyRate and Calculate Amount fields to the InvoiceJournal factsets.
    • Fixed issues with incorrect dates for Time Tracking.

  • November 2020

    What’s new

     

    We’ve just launched a new look for the OneStop Reporting portal

    In November, we are introducing a fresh new look-and-feel of the portal. The redesign brings a clean look that incorporates Visma’s Nordic Cool Design language and icons.

    We have kept the same functionality as before, so it should feel very familiar to you.

     

    As part of the new design, we have decluttered the left-hand side menu to match the clean-cut and content-focused new design. But same as before, you find your reports, budgets, and administration tools in the menu to the left. However, you may see that we’ve hidden some of your least used tools under a More menu.

    These changes are just the start of many new exciting things in OneStop Reporting.

     

    Fixes

    Reporting – Fixed issue when printing vouchers: Recently, some users have experienced to get a large OneStop Reporting logo on voucher printouts that would cause the printout to span over multiple pages. We have now fixed this issue.

    Increased performance for reports containing Named Ranges (OSRRef): We have reduced the number of NameRanges (OSRRef) in run reports. In this way, reports will open faster.

     

    Integration-specific fixes

     

    Visma.net

    • Added extension fields to Companies for Group Reporting (CGR): CGR will now show up as a dimension in Data Manager. Here, users can add information regarding their companies and use it in their reports. For instance, users may set up a group structure.
    • Added a distinct filter to Customer CreditNotes: With this fix, the data import errors related to this endpoint are resolved.
    • Changed datatype of ShipOn in SalesOrderLines to Date and time: Performing a lookup on the ShipOn attribute will now display a calendar, instead of a list of dates.
    • Added Project attributes to the Project dimension.

     

    Visma Business

    • Added period to the Orders factset in Sales Orders.
    • Added Changed Date to OSR Budget Foundation: The Changed Time will allow the users to get information about who and when a transaction is changed. For this change to take effect, the customer must run the Budgeting setup.
    • Changed SalesRt in the Currency dimension to Group type: This change will cause the data in SalesRt fields to no longer be aggregated in reports.
    • Added storage type Key to AcNo in Budget: We have fixed storage in Data Manager with filter on Budget Model.

     

    Visma Global

    • Multi-Company setup: We have fixed an issue where the Multi-Company setup failed to install.
    • Added invoice history information: We have added CustomerOrderCopy and SupplierOrderCopy. In this way, customers have access to see invoice history.

     

    XLedger

    • Improved performance for General Ledger: To increase performance for reports built on General Ledger transactions, we have added an index to the General Ledger dimension.

     

    Tripletex

    • Added link to Contact and Employee in TimesheetEntry: We have added a link to Contacts and Employees in the Timesheet dimension.

     

  • October 2020

    Fixes

    • Fixed issue when copying/pasting in Data Manager: We have fixed an issue where users have not been able to copy and paste in Data Manager.
    • Fixed issues with touch screen devices: We have fixed an issue where users have experienced problems when selecting dates using touch screens.
    • Reintroduced icons for report packages: Due to a bug, the icons for the tools for report packages were not visible. The issue is now resolved and all icons are now visible for users.

     

    Integration-specific fixes

     

    Visma Admin

    • Support for deviant fiscal year: We have added support for Fiscal Year that is less than 12 months.
    • Fixed wrong IB for Group Reporting: We have fixed an error where some users would get double values for IB-values when creating and running reports for Group Reporting.

     

    Visma.Net

    • New dimension in the Sales module: We have added the Cash Sales dimension under the Sales module so users can build reports based on their Cash Sales.

    • Fixed wrong formula for Account Type: Some users have experienced not getting any values when using the Account Type in reports. This issue is now fixed by correcting the underlying formula.
    • Fixed bug when storing to extension fields for the Account dimension.
    • Budgeting – Possible to store to the Project dimension: We have fixed an error where users were not able to store to the Project dimension in budgets.

     

    Visma Business

    • Budgeting – Changed attribute type of some fields: Customers have experienced that prices are aggregated and are not able to group by certain Price fields, such as, Price, Exchange rate, and Discount rate. These fields are no longer measure fields, and will not be aggregated in reports and budgets.

     

    Visma Global

    • Budgeting data fields: We have fixed certain fields to they will appear correctly in Data Manager. The fields in question are: Created, Created by, Updated, and Updated by. For this change to take effect, the user must rerun the Budgeting setup.
    • Added dimensions for budgeting: We have added these fields to OSR Detailed Budget: Free Date, Tex, and Amount.

     

    Big changes ahead: New user interface

    In November, we are introducing a new look and feel of the portal, with new colors and new icons.

    The functionality will be the same, so it should feel quite familiar to you.

    For more information, please see: Coming: OneStop Reporting new user interface

  • September 2020

    What’s new

    • Add multiple users to a tenant
    • Administration: Changes to terms in Licenses and Module access
    • Fixes
    • Integration-specific fixes

     

    Add multiple users

    You can now add up to 50 users at the same time. In the new Add users dialog, you can copy a list of email addresses separated by spaces, line breaks, commas, or semicolons.

    NOTE: This feature is only available at the tenant level.

    To add users;

    1. Click Settings > Administration.
    2. (If applicable) Click tenant.
    3. Click Users tab.
    4. Click + Add users.

    5. In the Enter email address field, either type in or paste in the email addresses for the new users.

    NOTE: There is a validation process happening when you have added the email addresses. If an email address has the wrong format, it will appear in the Error field to the left. Hover over the Information icon to see the cause of the error. If the error is due to an invalid email address(es), you need to fix the address before you can move to the next step.

    6. Select Role, Access Permissions, System Permissions, Data Accesses, and Module Accesses:

      • Roles: If the user(s) you want to add should belong to a role, turn on the switch for the role.

      • Access Permissions: Use the switches to select the access permissions your user(s) should have. For an overview of the various permissions, see User administration.

      • System permissions: Use the switches to select system permissions.

      • Data accesses: Click the + Add button to give access to companies. Click Edit to limit the access permissions.
      • Module access: Use the switches to select module accesses.

    Inherited permissions from roles: If you have added the user(s) to a role, you will see the inherited permissions and accesses, and the switches are deactivated.

    7. Click Create. NOTE: If you have insufficient licenses, you will get a warning message. The user(s) will be created, but you must manage licenses individually.

     

    Administration: Changes to terms in Licenses and Module access

    For users with Norwegian language in the portal, there have been some changes to the terms of the user licenses. The changes are made so they match the license terms when the licenses are bought.

     

    For more information (in Norwegian), see:

    For Cloud integrations: https://help.onestopreporting.com/nb/help/settings/administration/organization/administrasjon-for-leiere/administrere-lisenser-for-leieren/brukerlisenser-roller-og-modultilgang/?type=cloud

    For Cloud Agent integrations:

    https://help.onestopreporting.com/nb/help/settings/administration/organization/administrasjon-for-leiere/administrere-lisenser-for-leieren/brukerlisenser-roller-og-modultilgang/?type=hybrid

     

    Fixes

    Fixed date formatting in reports in the portal

    Users have reported that even when they change language to a language other than English and refresh the page, the date formatting switches back to English date formatting. We have resolved this issue now.

     

    Live Reporting: Remember category after running report

    Users have experienced that after selecting a Category in Live Reporting and running a report, the category is not remembered when returning to the report library. The issue is now fixed and the category is still selected after running a report.

     

    Integration-specific fixes

    Visma Business

    Added dimensions: We have added the following items so users can create reports that distinguish transactions for products at the order line level:

    • CreDt, CreTm, CreUsr to Actual Transactions.
    • OrdLnNo to Product Transactions.

    Fixed drill-down error: We have fixed an error in drill-down involving Stock-Balance, where users would receive error messages when drilling down in reports built using this dimension. The issue is now resolved.

    Stock-Balance: Adjustments to some amount fields so users can group the amounts: We have made some changes to some of the fields under Stock-Balance so the amounts can be grouped and not be aggregated in reports as they would in the past. The changes include these Amount fields:

    • Last FIFO-price
    • Max stock in days
    • Min. stock
    • Min. stock in days
    • FIFO price

    Price Matrix: Adjustments to some amount fields so users can group the amounts: Similarly to the fix described above, we have also made changes to the Sales Pr 1 – 7 amount fields under PriceMatrix so the amounts can be grouped and not be aggregated in reports.

     

    Visma Administration

    We have added support for extended fiscal years.

     

    Visma.Net

    We have added Purchase Receipt (varemottak) to Purchase.

     

    PowerOffice GO

    Fixed error when using the Active attribute for Accounts: Some users would receive error messages when running reports with the Account dimension when the Active attribute was being used. We have fixed the issue.

  • August 2020

    What’s New

    • Changes to data import time intervals (for Cloud integrations)
    • Live Reporting, Budgeting, and Archive: Excel headers are turned off by default
    • New liquidity overview report for Visma.net, Visma Business, Visma Global, TripleTex and PowerOffice GO (BETA)
    • Fixes
    • Integration-specific changes

     

    Changes to data import time intervals (for Cloud integrations)

    We have made changes to the options for time intervals in Get Data > Data import jobs.

    In the past, users had multiple options for setting up and scheduling data import jobs, such as Last Quarter, Last Week, etc.

    We have now made it easier by reducing the number of options to these four:

    • All time (Full import)
    • Custom Date Interval (NOTE: This is a rename of Custom Date)
    • Days
    • Last Year

    For scheduling data import jobs, users can now only use the Days option, and the number of days can be no more than 100. However, the other data import job date options may be manually run at any time.

     

    New column for Data import period

    We have also added a new column that shows the data import period:

     

    Effects on existing data import jobs

    These changes will affect all existing data import jobs. Existing import jobs will be migrated to corresponding days, or set to 100 if they exceed the allowed number of days.

    NOTE: The previous import jobs called Today and Yesterday are migrated to Days (1), and the job called Last Month is migrated to Days (40).

    It might be a good idea to check your existing data import jobs to see if they are still suited to your needs. You may also want to check the names of your jobs. Go to Get Data and click Data import jobs. Here, you find the complete list of your data import jobs. In the Data import period column, you can see the period the job covers. If you want to edit the job, click Edit. To delete a job, click Delete.

     

    Live Reporting, Budgeting, and Archive: Excel headers are turned off by default

    As most of our customers do not need to see the Excel headers in the reports, we have disabled the headers from the default view. We have done this to improve the visualization of the reports. However, you can turn on the headers if you want. To do so;

    • In an open report, click the View/Hide Excel headings button.

     

     

     

    New liquidity overview report for Visma.net, Visma Business, Visma Global, TripleTex and PowerOffice GO (BETA)

    We have created a new report that gives users an overview of the company’s liquidity from today and 30 days ahead. The report only shows data from the financial system and is built on a standard Norwegian chart of accounts. The report contains a separate tab that provides a detailed explanation of the report definition. This is the beta report, so if you discover errors or you see that something is missing, please report this to konsulent.osr@visma.com.

     

    Fixes

    Live Reporting: Fixed issue with hidden sheets in report packages

    We have fixed an issue where users have experienced issues with packaging reports that include hidden sheets. The hidden sheets would not be included in the package and these might include important calculations for the report to work.

     

    Integration-specific fixes

    Visma Net

    • Voucher viewer: Recently, some users have experienced slow performance when viewing vouchers from the drilldown. We have now fixed the underlying issue and users should experience significantly improved performance.

     

    24 SevenOffice

    • Voucher viewer: We have fixed an issue where users would get an error message when using drilldown to view vouchers.

     

    Xledger

    • Drilldown for Timesheet Transaction dimension: We have fixed an issue where some users have experienced issues when trying to drill down in Timesheet Transactions.

     

  • July 2020

    What’s New

    • Live Reporting and Budgeting: Added last modified date for templates in List view
    • Fixes
    • Integration-specific fixes

     

    Live Reporting and Budgeting: Added last modified date for templates in List view

    We have added a column in List view that shows the last modified date for report and budget templates.

    To access list view;

    • In Live Reporting or Budgeting, click List view.

     

    Fixes

    Report Designer – Report Parameter Wizard: Limit data range when lookup filter is applied

    We have received feedback that when users are applying a filter to the lookup in report templates, the filter would not be effective when they run the report for all data (*) or a range.

    The issue has now been fixed.

    To limit data displayed in the Lookup, take the following steps in Report Designer;

    1. On the OneStop Reporting tab, click Report Parameters.
    2. In the Report Parameters dialog, click the Edit button for the parameter you want to limit the data selection for.
    3. In the wizard that opens, click Next, and then Next.
    4. In the Parameter Value section, in the Lookup filter field, enter the parameter selection, or use the Lookup button to make your selection.

    5. Click Finish.

    The next time users run the report in Live Reporting, they are only allowed to select from the parameters you have selected in the Lookup filter field.

     

    Budgeting: Implemented warning message when uploading a budget template with a pre-existing name

    We have implemented a warning message when users attempt to upload a budget template with a name that already exists.

     

    Workflow: Dates entered manually in the date field when editing workflows

    Users have experienced that when editing the date for a workflow, the dates are not changed if they enter the date manually in the From – To date field (and not using the Date selector and clicking Apply). The issue is now resolved and the dates are changed after clicking Republish.

     

    Integration-specific fixes

    Visma Net

    • Data Manager: We have fixed an issue where users would get an error message when attempting to store to Extension fields for Inventory, Customer, and Supplier.

     

    Xledger

    • Data Manager: We have fixed an issue with storage error for extension fields for the Account dimension.

     

    Power Office GO

    • Data Manager: We have fixed an issue where users would get an error message when attempting to store to Extension fields for Supplier.

  • June 2020

    What’s new

    • New report for top (customer) level: User list
    • Budgeting: Added Save data button in full-screen mode
    • Live Reporting/Budgeting: Widened the parameter drop-down field
    • New e-learning courses
    • New pricing model for partner accounting firms in Norway
    • Integration-specific fixes

    New report for top (customer) level: User list

    We have released a new report for administrators on the top level. This report contains information about tenants, companies, users, and features.

    To access the report;

    1. Click Settings.
    2. Click Administration.
    3. Click Top level.
    4. Click Reports tab.
    5. Click User list.
    6. Click Download as CSV.

     

     

    Fixes

     

    Budgeting: Added Save data button in full-screen mode

    We have added the Save data button when users enter full-screen mode in Budgeting.

     

     

    Live Reporting/Budgeting: Widened the parameter drop-down field

    We have widened the parameter drop-down list field so customers with parameters with long names can see the whole text when making a selection.

     

    New e-learning courses

     

    Report Designer Tips&Tricks – Report Parameters: In this course, we take a look at how the report parameters work for report definitions in Report Designer. Users learn how Report Parameters is one of the components in OneStop Reporting that allows designers to create a dynamic report so that the same report template can be used for multiple reports with minimal adjustments. More specifically, users learn how to create new parameters, edit existing parameters, how they can be used to create sheet per value, and how to hide parameters and insert a default parameter value.

     

    Best practices for creating consolidated reports (For Cloud Agent version): In this course, users will learn how to run the MCL script to prepare their system for consolidation, and how to create consolidated reports, including suggestions for elimination methods.

     

    New pricing model for partner accounting firms in Norway

    New pricing model for our partner accounting firms in Norway is now released on My Page (Min side). To view the new pricing model, click here . You need to be an admin or partner user to be able to log in and view this page.

     

     

    Integration-specific fixes

     

    Visma.net

    • Changed data import routine for scheduled data import jobs: In the past, we have imported data based on Transaction Date, and thus, requiring us to import a vast amount of data from the past to ensure the inclusion of all pertinent data. We have now changed this routine. Now, we will import data based on the Last Modified date from the past week. By making this change, we are limiting the amount of data retrieval, and the import jobs should execute considerably faster. Essentially, this means that your scheduled data import jobs will now retrieve data from Last Week based on the Last Modified date.
    • Added notes to Sales order and Sales-order lines: We have added notes from sales orders so users can get additional information when they create reports on sales orders.

     

    Visma Business

    • Added link to Line Item Details in OSRBudgetFoundation. This enables users to apply OSRBudgetFoundation in the Spreading tool.
    • Added possibility to report on tax code information (avgiftskode). We have added a link to the tax code dimension in AcTr which enables users to report on tax code.
    • Added several attributes for group reporting script:
      • For the AcTr dimension:
        • TxCl
        • TxStNo
      • For the TxCd dimension:
        • VatNo
        • TxInf

     

    Visma Administration

    Added budget data to multi-company reports: Visma Administration users can now see budget data in their multi-company reports.

     

    PowerOffice GO

    Currency: We have added the OSRCurrency dimension

     

    24SevenOffice

    Added unique company codes: In the past, companies in 24SevenOffice were identified according to the user that established a connection to them. In other words, companies were associated with the user. That meant that if, for example, two users imported data from the same company, OneStop Reporting would regard these as two different companies. With this new release, we have added unique company codes and they are added to all new as well as existing companies for 24SevenOffice integrations.

     

    Uni Economy

    Uni Economy update requires re-authentication of OneStop Reporting

    Due to an update made by Uni Economy, all OneStop Reporting customers with a Uni Economy connection are required to re-authenticate the connection. The changes were released on June 29th.

    1. Go to Get Data > Connections.
    2. Click the connection and click Edit.
    3. In the Connect to Uni Economy dialog, click Edit Authorization.
    4. Enter your credentials and click Next.

  • May 2020

    What’s new

    • Publisher: Send reports as PDFs
    • Administration: Add information about companies
    • Administration: Create report for Top (customer) level
    • Administration: Search for tenants, companies, and users in the data tree
    • New e-learning course
    • Fixes
    • Integration-specific fixes
    • Sunset announcement: End of support for Internet Explorer

    Publisher: Send reports as PDFs

    Users can now send reports as PDFs from Publisher.

    1. In Publisher, click New or Edit.
    2. Under Recipients, click the Destinations tab.
    3. Under User’s email, select the Send reports as PDF checkbox.

    NOTE: To get proper PDF formatting, check that the print area is set correctly in the report template. For more information, see Page setup for reports

     

    Administration: Add information about companies

    On the Companies tab at the tenant level, administrators can now add information about the companies, such as company code, internal project number, or other free text information. Later, the information can be used when using the new reporting tool described below.

    To add company information;

    1. Click Settings.
    2. Click Administration.
    3. Click tenant.
    4. On the Companies tab, in Free 1, Free 2, or Free 3 fields, enter your free text information.

     

    Administration: Create report for Top (customer) level

    There is now a new Reports tab for administrators on the top level where they can create a Company List report. Administrators can use information they have added to the Companies tab at the tenant level to create the report.

    1. Click Settings.
    2. Click Administration.
    3. Click Top level.
    4. Click Reports tab.
    5. Click Download as CSV or Export to Excel.

    Example of report exported to Excel

     

    Administration: Search for tenants, companies, and users in the data tree

    Administrators can now search for users and companies, in addition to the existing search for tenants.

    NOTE: You must have access to at least two tenants to be able to see the Search box.

    To search for users, companies, or tenants;

    1. Click Settings.
    2. Click Administration.
    3. In the Search box, enter at least three characters to search for users, tenants, or companies. For users, you can search by display name or e-mail address.

     

    New e-learning course

    We have recently released a new Report Designer Tips & Tricks course, where we take a look at how the property hierarchy works for report definitions in Report Designer; that is, the relationship between sheet, row, column, and cell level.

     

    Fixes

     

    Publisher: Drop-down lists

    We have fixed an issue where some users have reported that sometimes they cannot see the drop-down lists for templates and/or users.

     

    Budgeting: Values for reference data in Line Item Details

    We have fixed an issue where some users have received wrong reference data values in the Line Item Details. The issue was reported for Visma Business in reports with double expansions on rows where accounts were grouped per information fields. In these circumstances, the system would retrieve totals for all accounts within the selected information fields. The issue is now solved.

     

    Integration-specific fixes

     

    Visma.NET

    • Fenistra integration: We have now created a new integration for Fenistra. The new integration is an extension for Visma.NET users, where they can retrieve data from Fenistra. Please contact Sales for more information about licenses and user access.

     

    Xledger

    • Added employee code in Lookup display for Employee: When doing a lookup on the Employee dimension, you will now see that the employee code has been added after the name. We have made this change so users are able to distinguish between employees that have the same name, but different codes.

     

    24 SevenOffice

    • Added Project Leader Employee name instead of a number: Previously, the employee number was displayed instead of the name. This has now been corrected.

     

     

    Sunset announcement

    End of support for Internet Explorer 11 (from July, 2020)

    To align with Visma compatibility guidelines, OneStop Reporting will end its support for Internet Explorer (IE11) on July, 1st 2020, for the version 5 product line. Version 5 product line consists of both the current Cloud version and the OnPremise version. Please note that the 4.x product line is not affected by this.

    If you use IE11 we suggest that you switch to another browser, such as Microsoft Edge, Firefox, Safari or Chrome.

    What does this mean?
    As a result of this end of support, OneStop Reporting will no longer test for or guarantee that you can use OneStop Reporting in Internet Explorer.

    Question?
    If you have any questions, please contact Customer Success: support.osr@visma.com

     

  • April 2020

    What’s new

    • Single sign-on for Visma users
    • OneStop Reporting available from Visma Home
    • Visma Business: New open entries report templates
    • New e-learning course: Administration – Change ownership of content
    • Fixes: Get Data – Changed texts for Data Import Job options
    • Integration-specific fixes

    Single sign-on for Visma customers

    Visma users can now sign in to OneStop Reporting using their Visma account. On the sign-in screen, there is now a Sign in with Visma option.

     

    OneStop Reporting on Visma Home page

    After users have used the Sign in with Visma option, OneStop Reporting will appear on their Visma Home screen. The link will take users directly to the portal without having to sign in.

     

     

    OneStop Reporting is now also available from Visma Integrations.

     

    Visma Business: New open entries report templates

    For our Norwegian customers, open entries report templates for Accounts Receivables and Payables, for customers and suppliers, are now available in the Marketplace ( Get templates). These reports are built on the new Visma Reporting History Customer and Supplier (‘historiske åpne poster’) logic we implemented last month. Please refer to Release Notes for April 2020.

    1. In Live reporting, click Get templates.
    2. Under Category, filter on Open entries (Åpne poster).
    3. Select report templates.
    4. Click Install.
    5. Click Close.

     

    New e-learning course: Administration – Change ownership of content

    We have created a new course in OneStop Reporting e-Learning. In this course, users learn how they can transfer content from one user to another.

     

    Fixes

     

    Get Data: Changed texts for Data Import Job options

    Some of our customers have reported that they found the texts for the import options a bit unclear, such as understanding that when using the option Last month, this would import data for the past month until today. We have therefore changed some of the texts in the Select Data dialog box, accessed either from the Data Import wizard or from Get Data > Data Import Jobs > New/Edit. We have changed the text to read “Import data from” and added “and onwards”. In addition, we have changed some of the date option texts for added clarity.

     

    Integration-specific fixes

     

    Visma.NET

    • We have added Total Amount and Total Cost to Inventory Transactions.
    • We have fixed an issue when users entered date intervals for Sales Orders. The issue was caused by a wrong datatype for Sales Order Lines (Request On and Requested On).

     

    Visma Business

    • Voucher viewer – Xml-files ignored: Some customers have experienced getting several xml-files when they drill-down in reports and click to view vouchers. The xml-files are now ignored and only the picture file is visible.
    • Added WebPg to Multi-Company Loading

     

    Xledger

    • We have added Keys to Account CurrencyCode.

     

    PowerOffice GO

    We have added the Order endpoint to data import jobs again. To avoid too much traffic on the PowerOffice GO API, customers are strongly advised to only set up nightly import jobs that retrieves data for the past month.

     

     

  • March 2020

    What’s new

    • Change ownership of content
    • Administration: New Can get templates permission
    • New e-learning courses
    • Fixes
    • Integration-specific fixes

    Change ownership of content

    It is now possible to move content in OneStop Reporting from a user to another user. This ‘change ownership’ functionality can be useful for transferring content, for example, when a user is removed/deleted from a tenant in the portal. A typical situation where this functionality is applicable is when a user ends their employment and another user should inherit their work in the portal.

    NOTE: You can only transfer content at the tenant level. Consequently, if the original user is a group user, you must move content from the user for each tenant in the group.

    Examples of content that can be moved:

    • Reports/Budgets:
      • Reports, Budgets, Report Packages, Categories, Shared Reports to user.
    • Workflows:
      • Workflows, assignments, reviewers, and approvers. NOTE: The removed user’s Activity log is not transferred. In that way, comments made by the removed user will not be taken over by the new user.
    • Publisher jobs:
      • Publisher job definitions.
    • Connections
      • The credentials for the connections are removed and ownership taken over by the receiving user.

     

    Steps

    Remove user from a tenant and move content to another user

    NOTE: There are a few things to consider when moving content: You need to make sure the receiving user has the appropriate licenses, roles, permissions and data accesses or the user might not see all the moved content. Also note that all history of reports and jobs will be removed. If you want to keep historic runs of a report, you need to first send it to the archive, before moving the content.

    1. Click Administration.
    2. (If you have more than one tenant) Click the tenant.
    3. Click Users tab.
    4. Click user.
    5. Next to the user’s name, click the Options menu.
    6. Click Remove user.

    NOTE: If the user is a Group user, there will be no option to remove user, only to transfer content. The group user must be removed from the group level.
    The Confirm remove user dialog box opens. You will see a list of content that exists on the user’s profile.

    7. In the Move content and remove user dialog box, select the Move content before removing user checkbox.

    8. (For cloud connections) Clear cloud data connection credentials checkbox.

      • Selected : Removes credentials for existing data connections. If you select this option, the receiving user must reauthenticate (set new password) the data connection. Otherwise, the data import jobs will not be run.
      • Deselected : The current credentials are kept.

    NOTE: For both options described above, the receiving user will be able to see all companies that those connections have access to in the connected systems.

    9. Under Move content to, select the user you want to transfer content to.

    10. Click Next.

    11. In the Confirm action dialog box, confirm the action by entering the name of the user being removed.

    12. Click the Start moving button.

     

     

    Move content to another user

    You can also move content to another user without removing the user.

    NOTE: There are a few things to consider when moving content: You need to make sure the receiving user has the appropriate licenses, roles, permissions and data accesses or the user might not see all the moved content. Also note that all history of reports and jobs will be removed. If you want to keep historic runs of a report, you need to first send it to the archive, before moving the content.

    1. Click Administration.
    2. Click tenant.
    3. Click Users tab.
    4. Click user.
    5. Next to the user’s name, click the Options menu.
    6. Click Move content.

    7. (For cloud connections) In the Move content dialog box, Clear cloud data connection credentials checkbox.

      • Selected : Removes credentials for existing data connections. If you select this option, the receiving user must reauthenticate (set new password) the data connection. Otherwise, the data import jobs will not be run.
      • Deselected : The current credentials are kept.

    NOTE: For both options described above, the receiving user will be able to see all companies that those connections have access to in the connected systems.

    8. Under Move content to, select the user you want to transfer content to.

    9. Click Next.

    10. In the Confirm action dialog box, confirm the action by entering the name of the user being removed.

    11. Click the Start moving button.

     

    Receiving user takes over content from user

    The receiving user will get an email from the system, informing that he or she has received content in OneStop Reporting.

    NOTE: If the Clear cloud data connection credentials checkbox was selected when moving the content, all credentials for data connections to the cloud ERP system has been cleared. You must reauthenticate them to be able to import data.

     

    Live Reporting/Budgeting

    • Categories taken over from another user is labeled with a truck icon.
    • Reports/budget templates taken over from another user is marked with “Moved from” on the report card.

     

    Publisher

    • Publisher jobs taken over from another user will still run as scheduled by the original user.
    • Publisher jobs (definitions) taken over from another user shows the original user in the Moved from column.
    • The new user can edit the publishing jobs they have taken over, and can reschedule, add/remove users from the jobs, etc.

     

    Get data

    • Connections: Credentials for the connection are removed and ownership changed to the receiving user.

     

    Workflow

    Workflows, assignments, reviewers, approvers are moved. The moved workflows are shown with the name of the previous owner in the Moved from column.

     

    Assignments

    The receiving user might get new assignments if the previous content owner had assignments in a moved workflow, such as reviewer or approver. The workflow card will then show the user the workflow assignment is moved from.

     

     

    Administration: New Can get templates permission

    We have added a new permission for users; Can get templates. In this way, administrators have more control over which users can download budget- and report templates form the Marketplace. Users with this permission switched on will see the Get templates button in the Live reporting and Budgeting modules.

    NOTE: Users with the Live Reporting, Budgeting and Report Designer licenses will have this permission by default.

     

    New e-learning courses

    We have created two new e-learning short videos for administrators:

    Administrators at different levels: In this video, we show you what rights and accesses administrators at different levels have in OneStop Reporting. We look at how the administration page looks like for an administrator at the top level, the tenant level, and the group level. We will also go through rights and at which level they can manage users.

    Limit users’ data access: In this video, you learn how you can limit the data access for a user.

     

    Fixes

    Publisher: We have fixed an error that sometimes would occur when running Publisher reports that included certain Date parameters.

    Administration: We have extended the number of characters users can enter in Role names. In this way, users can have role names with up to 50 characters.

     

    Integration-specific fixes

     

    Visma Business

    • After several of customer requests, we are pleased to announce that we have finally implemented Visma Reporting History Customer and Supplier (‘historiske åpne poster’) logic. This means you can now create reports that retrieve open entries for Accounts Receivables and Payables back in time. In addition, we will soon have reports using this logic available in the Marketplace (in Norwegian). Subsequently, the previous historical factsets will be removed. Reports built with these will still run successfully; however, no new reports can be built on these factsets.
    • We have fixed an issue where budget lines would fail when storing on currency.

     

    Visma Global

    • We have added OSR Currency to the integration.

     

    VismaNet

    • We now support Logistics in VismaNet.
    • We have implemented some missing attributes to Customer Credit Notes. In this way, users can create reports that retrieves all invoices and credit notes per product.

     

    Tripletex

    • We have added date of birth and email to the Employee dimension.

  • February 2020

     

    What’s New

     

    Drilldown layout

    You can now customize the default drilldown view to display fields of your choice and in the order of your preference.

    NOTE: You need the Can customize drilldown layout permission to customize the drilldown view.

     

    NOTE: The drilldown view you specify is global (within a company). If you, for example, drill down to General Ledger transactions, the drilldown view will look the same in all reports.

     

    Icon Description
    Dimensions: These are dimensions from the ERP system, such as General Ledger, Sales, etc.
    Fields: These are fields from the selected dimension, such as Account, Account Name, Status, etc.
    Amounts

     

     

    Customize the drilldown layout

    1. Click Settings.
    2. Click Drilldown layout.

     

     

    3. (If you have access to more than one company.) From the Select company menu, select the company you want to edit the drilldown for.

    4. Under Select dimension, select the module for which you want to edit the drilldown view. For example, if you want to customize the drilldown for reports on General Ledger transactions, click the General Ledger folder.

    5. Under the module folder, select a dimension, such as, General Ledger Transactions.
    Now, two panes open:

      • Available fields: These are the fields you can select to include in your custom drilldown.
      • Drilldown layout: Here you perform the editing of the drilldown view.
        NOTE: Use default is the default drilldown layout provided by OneStop Reporting.

     

     

    6. To start customizing the drilldown view, click the Customize button.
    NOTE: When you click the button, you will see a new field in the Drilldown layout list; Field being drilled down. This is the field in the report where the end users click to drill down from. Usually, this will be an amount, such as Net Amount.

    7. Edit the drilldown as you want:

      • To add fields to the drilldown; under Available fields, open a fields folder, such as Account, and click Add.
      • To remove a field from the drilldown; under Drilldown layout, click Remove.
      • To change the order of the fields; under Drilldown layout, drag and drop the fields.

    8. Click Save.

     

     

    Revert to default drilldown layout

    1. Click Settings.
    2. Click Drilldown layout.
    3. (If applicable) From the Select company menu, select the company you want to edit the drilldown for.
    4. Under Select dimension, select the module for which you want to edit the drilldown view.
    5. Under the module folder, select a dimension.
      NOTE: The customized drilldown dimension is marked with (customized).
    6. Under Drilldown layout, click Use default.
    7. Click Save. The drilldown layout is changed back to the default layout.

     

     

    Example: Change drilldown layout

    In this example, we have a default drilldown view as shown in Figure 1.

    In the figure, you can see how the default setup looks in the Drilldown layout editor, and in the drilldown view from a run report. As you can see, the order of the columns matches the order in the Drilldown layout section.

    NOTE: The dimensions and fields may have different names in your ERP system.

     

    Figure 1 Default drilldown view

     

    We want to make the following changes to the drilldown layout for reports based on General Ledger Transactions.

    • Remove the Region field.
    • Move the Net Amount after Description.
    • Add Status field.

     

    We take the following steps:

    1. Click Settings.
    2. Click Drilldown layout.
    3. Under Select dimension, click General Ledger folder, then click General Ledger Transactions.
      NOTE: The module, dimensions, and fields may have different names in your ERP system.
    4. Under Drilldown layout, click Customize.

     

    5. Under Drilldown layout, next to Region, click Remove to remove the Region column from the layout.

     

    6. Under Drilldown layout, move Net Amount after Description.

     

    7. Under Available fields, open the Account folder and next to Status, click Add.
     The Status column is added to the drilldown layout.

     

    8. Click Save.

    If we now run a report in Live Reporting, such as a Profit and Loss report, and drill down, we can see the following effects of the customizing in the figure below:

    • the Region column is removed
    • the Net Amount column is moved
    • a Status column is added.

     

    Drilldown before customizing

     

    Drilldown after customizing

     

    Fixes

    Long customer names display: Customers who have long customer names have experienced that the name in Administration will only display 30 characters, and thus, will not show the entire customer name. We have fixed this by allowing users to see the whole name by mousing over the customer name.

     

  • January 2020

    What’s New

    • Sign in with Microsoft
    • Fixes

     

    Sign in with Microsoft

    We have now enabled a Microsoft sign-in option for users when signing in to the OneStop Reporting portal.

    Users can now choose to use their OneStop Reporting password, or click Sign in with Microsoft to use their Microsoft password.

    NOTE: The first time you use Sign in with Microsoft, you must approve this as a sign-in method.

     

    Administrators can also require all users to use Microsoft to sign in. See Require Azure Active Directory (AAD) sign-in for all users below.

     

    Require Azure Active Directory (AAD) sign-in for all users

    1. In the portal, click Settings then Administration.
    2. On the Overview tab, under SECURITY > AZURE ACTIVE DIRECTORY, enter the domain(s) to require Microsoft sign-in for all users. NOTE: The domain(s) you enter here, must be an Azure Active Directory domain(s).
    3. Click Add.

    Now all users are required to use their Microsoft account password to sign in to OneStop Reporting and can no longer use their OneStop Reporting password.

    NOTE: If users have access to multiple tenants where one requires Microsoft sign-in and another does not, then they are required to sign in again when switching to the tenant that requires Microsoft sign-in.

     

    User signs in with Microsoft account when domain requires Microsoft sign-in

    When an administrator has entered a domain under Require Azure Active Directory (AAD) sign-in for the given domains, users will get a Sign in menu where they are asked to select a Microsoft account.

     

    Fixes

    Cloud Agent: Icon indication status of connection: For a short period, customers have not been able to see the status icon for the connection. This issue is now fixed, so the icon is visible again.

     

     

  • December 2019

    What’s New

    • New Budgeting user license
    • Access to Data Manager is now a Permission
    • Users are notified when they are added to a tenant
    • Playlists in Archive are now sorted by date
    • Budgeting: Line Item Details – Expand columns
    • Use user’s language when exporting report as PDF

     

    Administration: Budgeting user license

    We are now introducing a new Budgeting license. Users with this license will have the possibility to budget directly in the Budgeting module. In the past, users were required to have a license for Report Designer to have access to the Budgeting module, but this is no longer necessary.

    In addition to budget directly in the portal, they can download budget templates from the Marketplace, and then download the budgets locally if they want. Furthermore, they can assign budget templates to other users and roles. NOTE: This license does not allow users to upload or create budget templates.

    Users with the Budgeting license will also get access to the Assignments and Workflow modules.

     

     

    NOTE: If given the Can edit data from Data Manager permission, they also have access to Data Manager. For more information, see the section below.

     

    Administration: Access to Data Manager is now a Permission

    Users can now control access to Data Manager from Permissions in Administration.

    To grant a user access to Data Manager;

    1. Click Settings > Administration.
    2. Click the relevant tenant.
    3. On the Users tab, click the user.
    4. Under Permissions, turn on the Can edit data from Data Manager switch.

     

    Administration: Users are notified when they are added to a tenant

    When existing users are added to a tenant, they are notified with information about the user that added them to the tenant.

     

    Archive: Playlists now sorted by date

    Playlists in Archive are now sorted by date. In the past, users would see their unread playlists at the top of the list. We have changed this because most of our users are primarily interested in their most recent reports.

     

    Fixes

     

    Budgeting: Line Item Details – Expand columns

    Users can now expand columns in Line Item Details if they have large numbers that show a number sign, #, due to lack of space in the column.

    A screenshot of a computer Description automatically generated

    Live Reporting: Use user’s language when exporting report as PDF

    In the past, some users have experienced that the language of their report changes to English when they export a report to pdf. This is now fixed, and reports will now have the same language as the user has set as their language.

     

    More to come…

  • November 2019

    What’s New

     

    Static mode for reports: Remove or keep formulas in run report

    Some of our users have very large reports, containing numerous cells with formulas, many that are referring to other cells and functions. This might cause performance issues when running reports in the portal. Therefore, we have made it possible to run reports in “static mode”. This means that all formulas are removed in the workbook and the values are replaced with actual cell values.

    Users can control the formula settings for a report template from the Report Properties in Report Designer. On the Reporting tab, there is now a Keep formulas in run report checkbox. If this checkbox is deselected, the formulas are removed from the report.

    • The default setting for existing reports is selected (True).
    • The default setting for new reports is deselected (False).

    NOTE: This option will not have any impact on budgets.

     

    Keep formulas in run reports

    1. In Report Designer, on the OneStop Reporting tab, click Report Properties.
    2. Click the Reporting tab.
    3. Select the Keep formulas in run report checkbox.
    4. Click OK.

    All formulas in the generated report are kept during processing.

     

    Remove formulas in run reports

    1. In Report Designer, on the OneStop Reporting tab, click Report Properties.
    2. Click the Reporting tab.
    3. Clear the Keep formulas in run report checkbox.
    4. Click OK.

    All formulas in the generated report are now removed during processing, and the values are replaced with actual cell values. When formulas are removed from a report, it is no longer possible to make calculations in run reports in Live Reporting.

    When formulas are removed from the report template, the drilldown will function as normal.

     

    NOTE: For reports that contain advanced formulas, such as IF and INDIRECT in the same formula or when referring to other sheets, it is safest to select the Keep formulas in run report checkbox to ensure the formulas work as intended in the portal.

     

     

    Local date format

    In the past, there have been issues when using, for example, the Norwegian standard date format; day, textual month, and year. The issue has now been solved and the following setting can be used:

     

    Help in current language from Report Designer

    In the past, users clicking the Help button in Report Designer would get the default language English. Now, users are redirected to the help in Norwegian, Danish or Swedish depending on their language settings.

     

    Integration-specific fixes

    Visma.net

    Last month we implemented changes on how we retrieved data from certain endpoints for Visma.net. The changes entailed retrieving data based on the LastModifiedDate parameter instead of transaction date where it was possible. However, due to limitations in the information we can retrieve from the Visma.net API, we must roll back these changes. All data are now retrieved based on transaction date.

     

    Xero

    • Drill-down details: Users can now see contact name in the drill-down and not only the description.

     

    Tripletex

    • Included IsClosed during the accounting period in Tripletex by adding the Ledger/Accounting Period endpoint.

     

    PowerOfficeGO

    • Added BudgetService endpoint.

  • October 2019

    What’s New

     

    Introducing Multi-Factor Authentication in OneStop Reporting

    To enhance user security in OneStop Reporting, we have made it possible to use Multi-Factor Authentication (MFA) when signing in to the portal.

    MFA is an enhanced security system that verifies a user’s identity by requiring two or more forms of authentication. Rather than just asking for a username and password, MFA requires additional credentials, such as a code from the user’s smartphone.

    MFA is an effective way to provide increased security. Usernames and passwords can be stolen, and they have become increasingly susceptible to brute force attacks. MFA creates multiple layers of security to help increase the confidence that the user requesting access is actually who they claim to be.

    With MFA, even if an attacker manages to learn the user’s username and password, it is useless without also having possession of the additional authentication method. In OneStop Reporting, MFA works by requiring two authentication methods:

    • Something you know (username and password)
    • Something you have (an authenticator app on your mobile device)

     

     

    What is an authenticator app and how does it work?

    An authenticator app is usually installed on a smartphone and you scan a barcode or enter a key to create an account. After the account is created, the authenticator app generates a 6-8 digit passcode every 30 seconds. The passcode can, for example, be used for login as an extra authentication method in addition to a username and password.

    The passcodes are generated from a secret code that is shared between the service you are using, such as OneStop Reporting, and your device, as well as the current time.

     

    Google Authenticator app example

     

    Where can I get an authenticator app and which one should I use?

    There are a variety of authenticator apps you can download to your phone from Google Play and the IOS App Store, but we recommend that you use Google Authenticator or Microsoft Authenticator, as those are the ones we have fully tested our MFA solution on.

    Authenticator apps in Google Play

    For more information about installing and setting up an Authenticator app, see Install and set up an Authenticator app

     

    How can I get MFA in OneStop Reporting?

    In OneStop Reporting, users can set up MFA from their user settings. In addition, administrators can enforce an MFA policy for all end users. See the user procedures below for more information:

     

     

    (Option 1) User enables and sets up Multi-Factor Authentication

    1. Take one of these actions:
      • Click Settings > User settings.
      • On the Home screen, in the upper right-hand corner, click User options > Profile.
    1. On the My profile tab, under Security, turn on the Enable Multi-Factor Authentication switch.
    2. Install an authenticator app on your mobile device.
      NOTE: You can, for example, use Microsoft Authenticator or Google Authenticator from Google Play or App Store.
    3. Scan the image on the screen into your authenticator app.
      NOTE: If you cannot scan the image, you can enter the code you see under If you are unable to scan….
    4. In the Code field, enter the code from your authenticator app.
    5. Click Verify.

     

    You have now set up MFA for your OneStop Reporting user profile. The next time you log in to OneStop Reporting portal, you must enter your username and password, and then enter a verification code from your authenticator app.

    Click here for video on how to set up MFA on your account:

     

     

    User logs into OneStop Reporting with Multi-Factor Authentication

    1. In the Username/Email field, enter your email or username.
    2. In the Password field, enter your password.
    3. In the Verification code dialog, enter the code from your authenticator app.
    4. Click Verify.

    If you do not have a verification code, click the Do not have a code? link to read more about the MFA setup.

     

     

    (Option 2) Administrator at top level enables Multi-Factor Authentication (MFA) policy for all users

    1. Click Settings > Administration.
    2. On the Overview tab, under Security, turn on the Require Multi-Factor Authentication for all users switch.

    NOTE: You can click the More information link to read more about Multi-Factor Authentication (MFA).

    Multi-Factor Authentication (MFA) policy is now enabled for this organization. All users must use MFA to sign into the underlying tenants and groups.

     

     

    User sets up MFA

    If your administrator has enabled a Multi-Factor Authentication (MFA) policy for your organization, you will receive a message:

    Your organization’s security policy requires you to set up Multi-Factor Authentication (MFA) for your account.

    1. Click Next.
    2. Install an authenticator app on your mobile device.
      NOTE: You can, for example, use Microsoft Authenticator or Google Authenticator.
    3. Scan the image on the screen into your authenticator app.
      NOTE: If you cannot scan the image, you can enter the code you see under If you are unable to scan….
    4. In the Code field, enter the code from your authenticator app.
    5. Click Verify.

     

     

    You have now set up MFA for your OneStop Reporting user profile. The next time you log in to OneStop Reporting portal, you must enter your username and password, and then enter a verification code from your authentication app.

     

    User logs in to OneStop Reporting with Multi-Factor Authentication

    1. In the Username/Email field, enter your email or username.
    2. In the Password field, enter your password.
    3. In the Verification code dialog, enter the code from your authenticator app.
    4. Click Verify.

    If you do not have a verification code, click the Do not have a code? link to read more about the MFA setup.

     

    Administration: Changes to Group User permissions

    We have added an option in Administration for Group Users, so that users can be added with full access permissions in all subtenants (data access, drilldown, etc.) without being administrators.

    The three options for Group Users are now:

    • If you want to grant a user Group Administrator rights, turn on the Group Administrator switch. A Group Administrator can manage group users, and create new tenants and subgroups. In addition, they can manage licenses for users and manage the connections for the tenants in the group.
    • If you want to grant a user rights to manage users only for the tenants in the group, turn on the Manage users switch. This permission allows the user to see the Administration pages for the tenants in the group. Users with this permission will also automatically get All permissions.
    • If you want to grant a user all permissions for all tenant in the group, turn on the  All permissions switch. This permission gives the user all Access Permissions in the tenants, such as full data access, importing company data, drill-down, etc. without having administrator rights. These users will not be able to see the Administration pages under Settings.

     

     

    Assignments: Download budget from assignment

    It is now possible to download a budget as an Excel file from an assignment in Assignments. The Download functionality is available both for single assignments from Budgeting and assignments in a workflow.

     

    Fixes

     

    Assignments

    We have fixed an issue where some users have experienced getting error messages when selecting parameters for their assignments (when the Let User Decide option is selected for parameters in Workflow).

     

    eLearning

    We have fixed an issue that would cause some users not to be able to log in to the eLearning portal.

     

    Integration-specific fixes

     

    PowerOffice GO

    • Added Parent.Department and Parent.Location to the Project dimensions.
    • Fixed an issue where import would fail for Customer on Recurring Invoice.
    • Added Vat Number to Companies for Group Reporting so users can get Company Id in reports.
    • Changed order for drill-downs in reports: We have changed the order of the voucher links to always be displayed in the first column.

     

    QuickBooks

    • Fixed an issue where accounts were stored as blank when using subaccounts.
    • Fixed an issue where General Ledger reports would fail on import.

     

    VismaNet

    • Added attributes Quantity and Inventory Number to Journaltransactions. In this way, users can create reports that extract cost per item.
    • Fixed an issue with Customer Invoices where some users have experienced to receive duplicate values.

     

    VismaBusiness

    • Added Capital Asset Transactions to group reporting.

     

    Visma eAccounting

    • Fixed an issue with Supplier truncate error.

  • September 2019

    What’s New

     

    Live Reporting/Budgeting: Upload, duplicate, create new, and download report or budget templates directly to Categories

    If you have ( ) selected a Category in Live Reporting or Budgeting, and select to upload, duplicate, create new, or download report/budget template(s) from the Marketplace, the report(s) is automatically added to the selected Category.

    NOTE: You can select multiple categories to add report/budget templates to.

    NOTE: Click here to learn more about managing categories in Live Reporting, or here to learn about managing categories in Budgeting.

     

    Example: Automatically add new report templates to a Category or categories:

    1. In Live Reporting, in the Search & Filters pane, select the Category or categories you want to add report templates to.
    2. Click A picture containing object Description automatically generated Get templates.
    3. Select ( ) the report templates from the list.
    4. Click INSTALL.
    5. Click Cancel.

    The report templates are added to the Category/categories you have selected.

     

    Live Reporting – Using the mouse to select range of parameter values in the lookup

    In the past, users had to press Ctrl/Shift to select multiple values in the parameter lookup. Now, users can click a value, then click again and scroll to select a range of values.
    NOTE: This only applies to reports that allow multi-selection for parameters.

     

     

    Report Designer: Changes to Conditional storage Settings on the Budgeting tab

    Store even unchanged cells 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 has changed name to Delete transactions if cell value is 0, and will now have the following logic:

    • If the option is selected and the cell value is 0 (either entered or calculated), the underlying record will be deleted.
    • If the option is deselected and the cell value is 0 (either entered or calculated), the number 0 will be stored in the underlying record.
    • If the Delete transactions for empty cells checkbox is selected, and the user clears the cell by pressing delete or backspace (or by formula), the underlying record will always be deleted regardless of whether the Delete transactions if cell value is 0 option is selected or not.

    Suppress delete 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/blank/deleted.

     

     

    Fixes

    Report Designer: Improvements to Expressions and KPI functionality

    For this release, we have worked on improving the KPI and Expressions functionality in Report Designer. Specifically, we have implemented the following fixes:

    • Possible to create KPIs based on multiple factsets
    • KPI and Expression filters now only require quotes if datatype is a string
    • Filters now support operators for strings (begins with, ends with, like, contains)
    • Possible to use KPIs with multiple expressions.

     

    Report Designer: Groups automatically set to None when a user deselects the Expanding checkbox

    We have fixed an issue where users have experienced that the grouping on the Grouping/Sorting tab would still be active even if they deselected the Expanding checkbox. This would cause the group to still expand. The issue is now fixed, so that when a user deselects the Expanding checkbox, the grouping is now automatically set to None.

     

     

     

     

    Integration-specific fixes

     

    Visma Net

    • VAT amounts: We have fixed an issue where VAT amounts added to every Invoice Line would cause summation errors.
    • Reporting on cost of goods sold per unit: We have added the InventoryReceiptLines factset so users can report on the cost of goods sold per unit.
    • Drill-down in reports: We have changed the order of the voucher links to always be displayed in the first column.

     

     

    Tripletex

    • Companies for Group Reporting issue: We have fixed an issue where the Companies for Group Reporting would not work when using the Activity dimension under Time Sheets. This issue is now fixed.
    • Added Department Number (Avdelingsnummer) to Department (Avdeling): In this way, users can create reports based on department numbers.
    • Drill-down in reports: We have changed the order of the voucher links to always be displayed in the first column.

     

     

    Xero

    • Calculation of unrealized currency: We have fixed an issue where the calculation of unrealized currency gains would fail when account numbers and names were changed.
    • Data Manager – Deleting values from Line Item Details: We have fixed an issue where users deleting a value from one of the extension fields for a dimension or factset would cause reports to fail.

     

    24SevenOffice

    • Drill-down in reports: We have changed the order of the voucher links to always be displayed in the first column.

     

  • August 2019

    What’s New

     

    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 from editing the connection. Even if a connection is locked, the users with the Can manage connections permission will still see the connection, and are able to create data import jobs for the connection (for companies they have data access to), 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. Please note that they can still create data import jobs for the locked connection.

     

    • 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.

     

    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.

     

    User administration: 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: Search & Filter menu open by default

    To make it easier for users to find the Search & Filter menu in Get Data, we have made it open by default the first time a user enters the screen. If a user collapses the menu, the Search & Filter menu will be collapsed the next time the user enters the Get Data module.

    To collapse the Search & Filter menu;

    • Click .

    To expand the Search & Filter menu;

    • Click .

     

    Fixes

     

    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.

     

     

    All new report templates in Marketplace now have information again

    All report templates in the Marketplace (Get templates) should have information about the reports. Recently, there has been some report templates missing this information. The issue has now been fixed.

    To get information about the report template;

    1. In Live Reporting, click Get templates.
    2. Mouse over a report template card until you see a question mark.
    3. Click the Question mark.
    4. Click X to close the Information box.

     

     

    Live Reporting: Scrollbar in Marketplace

    For customers with a large number of Categories in the Marketplace, we have added a scrollbar.

     

     

    Get Data: Improved performance for viewing the log data import jobs

    We have improved the performance when viewing the log for data import jobs. For customers with a large number of data import jobs, some users have experienced slow performance when viewing the logs.

     

    Report Designer: Improved performance

    We have implemented fixes to improve the performance and stability of Report Designer. Customers should experience fewer crashes and faster performance after upgrading to the newest version of Report Designer.

     

    Report Designer: Improved Norwegian translations

    We have improved the Norwegian translations in Report Designer for 24SevenOffice, VismaNet, and PowerOfficeGO.

     

    Integration-specific fixes

     

    Xledger

    Important changes in the Account dimension

    We have seen the need to make changes to the Account dimension for Xledger. The reason for the change is that there may be multiple accounts with the same account number in Xledger, and OneStop Reporting will use these values when users save budget transactions.

    Specifically, we have created a new dimension that is a combination of account number and account name. The new dimension will be called “Account Unique”. The existing dimension called “Account” is moved down and becomes an attribute of this new dimension.

     

    What are the consequences?

    The old Account field will disappear from the user’s budget solutions and will need to be replaced by the new Account Unique field under Storage rules.

     

     

    24SevenOffice

    Changes to the Sales module

    We have changed the logic for Sales Orders and Order Lines under the Sales module which may have consequences for our 24SevenOffice customers.

    Previously, these Factsets have shown the same information, but there has been a difference in the logic regarding invoice date and order date:

    • Sales Orders had the following logic: First, it looked at Invoice Date, and if it had no value, then it looked at the Order Date.
    • Order Lines: Here it was the other way around; first it looked at Order Date, and if it had no value, then it would look at Invoice Date.

    We have now changed OrderLines to have the same logic as Sales Order. This means that it first looks at the Invoice Date, then the Order Date.
    As a consequence of this change, customers may find that the figures in reports where OrderLines is used might change the corresponding period.

     

    VismaNet

    We have added Customer/Supplier/Inventory subfields as attributes so customers are able to do cross-reporting with these fields.

  • July 2019

    Fixes

    Upgrading Report Designer requires Office 2013 (Windows 10): To improve some of the functionality in Report Designer, the new version of the application requires Office 2013 (Windows 10). Users running older Windows version should not upgrade their 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.

    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.

     

    Integration-specific fixes

    Xledger

    In Report Designer, we have added the XGL code dimension to the General Ledger More fields folder.

     

    PowerOffice GO

    In Report Designer, we have added these dimensions to Projects:

    • BudgetedExpenseHours
    • BudgetedHourlyRate
    • BudgetedHours
    • BudgetedOtherExpenses
    • BudgetedRevenueBillableExpenses
    • BudgetedRevenueHours

     

    QuickBooks

    • Report Designer: We have added Overpayments (credit) to Accounts Payable Open Balance.
    • Solved issue with large reports timing-out in Report Designer: We have fixed an issue where some customers running large reports in Report Designer have experienced that the report processing times out (after 15 minutes).

     

    VismaNet

    Improved performance for reports based on Sales Orders: Some users have experienced slow performance when running reports with the Sales Order dimension. We have implemented some fixes that should greatly improve the performance for these reports.

  • June 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.

    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.

     

    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.

    C:\Users\ashild\AppData\Local\Temp\SNAGHTML153e6781.PNG

     

    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.

    C:\Users\ashild\AppData\Local\Temp\SNAGHTML5d28e487.PNG

     

    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.

    C:\Users\ashild\AppData\Local\Temp\SNAGHTML5d337944.PNG

     

    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.

    C:\Users\ashild\AppData\Local\Temp\SNAGHTML5cfd573c.PNG

     

    Added Search box in the Assignments module

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

    C:\Users\ashild\AppData\Local\Temp\SNAGHTML5d063a23.PNG

     

    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.

    C:\Users\ashild\AppData\Local\Temp\SNAGHTML5d15fc41.PNG

     

    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.

    C:\Users\ashild\AppData\Local\Temp\SNAGHTML62262a95.PNG

     

    Workflow status issue solved

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

     

    Report Designer

    No longer support for Office versions lower than 2013

    To be able to solve certain issues some customers have experienced when using Report Designer, we can no longer support Microsoft Office versions lower than 2013.

     

    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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    Fixes

    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.

     

    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.

     

    Switching company in Report Designer

    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.

     

    Remove use of App Data

    Models and integrations will no longer be installed from App_Data under the portal installation directory. The models and integrations will be downloaded from the same OSR service as the on-premise installations.

     

    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.

     

    Integration-specific fixes

     

    Visma Net

    • Companies with deviating fiscal years error: We have fixed a bug that would cause errors in the period ID for companies with deviating fiscal years.
    • Customers will only see the same periods in OneStop Reporting as they have in VismaNet: Users will now only see the periods as they have in their ERP system. In the past, OneStop Reporting would generate periods going 10-20 years back in time, even if there were no data for this period. Now, they will only see periods where there are transactions.
    • Updated some factsets to make it more logical for customers to use: We have also made some changes to these factsets, so they are easier for customers to use:
    • FactGLBalance:
      • Updated amount names for the factset.
      • Created a new amount field that is calculated based on credit and debit fields. This will be the same way it is used in GeneralLedgerBalance.
      • Removed some redundant General Ledger transactions fields.
    • General Ledger Transactions: Improved performance: To improve the performance, we have replaced the index for General Ledger transactions to ensure the period id is a part of the index.

     

    Xero

    • Accounts with foreign currency error: We have fixed a bug where some users have experience getting wrong numbers in their reports when using General Ledger Transactions with foreign currency accounts.
    • Tracking codes not feeding through consolidated reports: We have fixed an error for customer running consolidated reports where only got the tracking codes for one company, but other companies return blank values for the tracking codes when using filters, such as departments.

     

    Tripletex

    Drill-down error: We have fixed an error where users could not use drill-down when reports contain the FactTimeSheetEntry attribute Chargeable.

     

    PowerOffice GO

    • Problem with group attributes solved: We have fixed a bug in reports containing multiple row groups without expansion, where some of these would not return any data and lead to values put into wrong cells (despite that the drilldown information seemed to be correct).
    • Double mapping of MVA codes: We have fixed an issue where costs that had MVA code 12 would be listed twice in reports.

     

    New integrations:

    Mamut

    OneStop Reporting version 5.x is now available for Mamut users. Please be aware that this version does not support Compello voucher viewer.

     

    Navision (versions up to 2013)

    OneStop Reporting version 5.x is now available for Navision users. Please be aware that this version does not support Multi-company script, but this will be available in the beginning of September 2019.

  • May 2019

    Workflow: Changes and improvements

     

    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 assignment from Workflow status

    Users can now access their assignment 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.

     

    Budgeting: Current period function when assigning budget template

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

     

    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

    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.

     

    Changes to Administration: 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.

     

     

    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.

     

     

     

    Fixes

     

    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.

     

    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.

     

    Integration-specific fixes

     

    VismaNet

    • We have fixed an issue where budget income numbers would display as positive, while General Ledger income numbers would display in negative numbers.
    • We have changed to negative signs for posts with document types: Incoming Credit Notes and Prepayments.

     

    PowerOfficeGO

    PowerOfficeGo has introduced changes to the Project endpoint making Budgeted Revenue Billable Expenses obsolete, that is, returning NULL value. In addition, they have added BudgetedTotalRevenue and BudgetedCostOfGoods. OneStop Reporting has therefore, made these new endpoints available while maintaining historical data with Budgeted Revenue Billable Expenses.

     

    Tripletex

    We have added Country to Customer fields.

     

    24SevenOffice

    We have added an endpoint for GetCosts. This will add Cost from 24SevenOffice’s Time service. To download the data for reports, the user must create or update their existing connector, and add the Project Costs dimension.

     

    XLedger

    We have fixed an issue where users attempting to import data from last year and last month, would not get data from last month.

     

    QuickBooks

    We have fixed an issue in Data Manager where users trying to change currency rates would get an error message.

     

     

  • April 2019

    Help improvements

    • We have made the context-sensitive help accessible for Internet Explorer users. In the past, the Help pane did not work properly for Internet Explorer users.
    • We have improved the Search functionality. In the past, the search results did not display properly when users entered search terms in the Search field. In addition, we have enabled the search functionality for users with Norwegian interface.
    • We have also made some improvements to the appearance of the Help when users open the help in the browser.

     

     

    Publisher: Publisher jobs will now run at correct time if the server time differs from UTC time

    We have fixed an issue where Publisher jobs would run at incorrect times if the server time differed from UTC-time.

     

    Administration: Delete companies dialog box

    We have changed the dialog box for deleting companies from a tenant in Administration to be more informative. The change has been implemented to make users aware of what happens when they delete a company.

     

    Administration: Delete companies dialog box

    We have changed the dialog box for deleting companies from a tenant in Administration to be more informative. The change has been implemented to make users aware of what happens when they delete a company.

     

    Xero and QuickBooks customers: Subscribe to eLearning from My Subscriptions

    Xero and QuickBooks customers can now subscribe to the eLearning module from My Subscriptions.

    1. Click  https://help.onestopreporting.com/wp-content/uploads/2018/04/gearwheel.png  Settings >  https://help.onestopreporting.com/wp-content/uploads/2018/12/handshake.png  My subscription.
    2. On the My subscription tab, click the Change my subscription link.
    3. In the Quantity field for eLearning Users, enter the amount of eLearning users.
    4. Select the I have read… check box and click Continue.
    5. Click Confirm and pay.

     

     

    Live Reporting: Today’s date the default date in report templates

    In Live Reporting, if the parameter is a date picker, today’s date is now automatically set.

     

     

    Report Designer: Fix for users with proxy servers

    In the past, some users have experienced authentication failure when attempting to edit reports in Report Designer from portals sitting behind proxy servers. The issue is now fixed.

     

    Report Designer: Solved translation issue for period functions

    We have fixed an issue where some customers with Norwegian user interface would get a mix of English and Norwegian terms in the Period Functions menu.

     

     

    Integration-specific fixes

    QuickBooks

    We have fixed an issue where some customers have not been able to get amounts when importing the Beginning Balance.

     

    XLedger

    We have fixed an issue where some customers have experienced problems when storing Line Item Details (LID).

     

    24 SO

    We have fixed an issue where some customers importing data “since the beginning” have only gotten dimension values from the past 10 years, when it is supposed to be from the past 20 years.

     

    UniEconomy

    We have fixed an issue in Spreading and Line item details where some customers got an error message after filling in LIDs with descriptions and numbers.

     

    Visma Admin

    • We have fixed an issue that caused errors in drilldown for some customers.
    • We have fixed an issue where some customers experienced only being able to view data from the connection company.
    • We now have support for creating consolidated reports.

     

  • March 2019

    OneStop Reporting Cloud Agent

    For users that have on-premise ERP systems and want to use OneStop Reporting, we now offer OneStop Reporting Cloud Agent. The Cloud Agent is a gateway agent that acts as a bridge providing fast and secure data transfer between the on-premise ERP data and the OneStop Reporting portal. By installing the Cloud Agent, users with on-premise ERP systems can now fully take advantage of OneStop Reporting cloud services.

    For more information about the Cloud Agent solution, see Cloud Agent.

     

    Changes to administration

    You can now use drag-and-drop to organize the tenants in your groups in the tree structure. You can, for example, move your tenants from one group to another. In addition, you can have a tenant in multiple groups if you want. When you move or add a tenant to a group, the group users are automatically added to the tenant you add or move.

    NOTE: This functionality is only available for users with shared licenses.

     

    Move tenant to another group

    To move a tenant to another group;

    1. Click the tenant and drag it to the group header.
    2. Select the Move here option.

    The group users in the destination group will automatically be added as tenant users.

    NOTE: If you move a tenant from one group to another, the group users from the original group are removed from the tenant.

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    In the example in the figure, we move the Financely tenant under the Team William group to the Team Noora group. All group users from Team William are removed and the group users in Team Noora will be added.

     

    Add tenant to another group

    To add a tenant to another group, while keeping the tenant in the original group;

    1. Click the tenant and drag it to the group header.
    2. Select the Add here option.

    You will now have the tenant in both groups.

    The group users will automatically be added as tenant users.

    C:\Users\ashild\AppData\Local\Temp\SNAGHTML6f48149b.PNG

    In the example in the figure, we add the Financely tenant under the Team William group to the Team Noora group. In this way, we have the Financely tenant under both the Team William group and the Team Noora group. The group users for Team Noora will be added, and the group users for Team William are kept.

     

    Add multiple tenants more quickly

    We have changed the Add tenants dialog box, so it does not close for each tenant you add. In the past, the dialog box would close when you clicked the Create button. Now, the dialog box stays open so you can add multiple tenants until you click the Close button.

     

    Possible to search for users on tenant level

    We have added a Search users functionality to the Tenant level in Administration that allows you to only search for users in that particular tenant.

    To search for a user;

    1. Click Settings > Administration.
    2. Click the Users tab.
    3. In the Search or add users field, start typing the name.

     

    Fixes

    Support for combined OSR formulas: We have fixed an issue where a cell containing formulas with OSRGet and OSRRef pointing to a cell inside the same group, or when using sheet-per-value reports, would only generate values for OSRRef.

     

    Integration-specific fixes

    24SevenOffice

    • We have fixed an issue that caused incorrect linking from Project to Type and Status.
    • In the Sales module, we have fixed an issue under Salesopportunity where users have experience that the Employee ID was not correctly linked to the invoice order.
    • We have added a new endpoint that makes it possible to import user-defined dimensions and show in the lookup.
    • We have fixed an issue for “Since the beginning” data import jobs: In the past, entries pre-2009 were not generated. Now, we have released an update to the period generation so that data is generated from the last 20 years.
    • We have fixed an issue for currency fields where some users have experienced incorrect calculations for amounts. The data type has been changed from money to decimals.

     

    UniEconomy

    • We have significantly improved the UniEconomy model. We have, for example, fixed an error with duplicated transactions and fixed some wrong links between the factset and dimensions. In addition, we have fixed the lookupdisplay in dimensions not to show irrelevant data.
    • We have fixed an issue where users have experienced getting wrong company names in reports.

     

    QuickBooks

    • We have fixed an issue where some users experienced not being able to save budgets after making changes.
    • We have now linked the sub customer dimension to the main customer dimension. In the past, users who used the sub customer category for invoicing in QuickBooks would get these listed as separate customers in reports.

     

    Visma Net

    • We have implemented Active/Inactive attributes under Projects, so users can create reports with these attributes.

     

    Visma eAccounting

    • We have fixed an issue in Data Manager where users would get an error message when accessing OSR Budget Line Details.

     

    Tripletex

    • For reports based on General Ledger transactions that don’t have due dates, users have experienced wrong results as these transactions were not considered as open posts. The issue has now been fixed, so that open posts without any due dates will contain information about the invoice date and are, thus, considered as open posts.
    • Under the Sales module, under Invoice Order Lines, we have added amounts in local currency.
    • We have fixed an issue with transaction dates. In the past users have experienced problems with not being able to properly use the Period functions in Report Designer.

  • February 2019

    Changes to Administration

    We have made some changes to Administration to accommodate larger accounting firms that use Groups to organize their clients.

     

    Search for users

    We have developed a new Search users functionality, where you can search for users and get information about the user, such as email address, which tenants and/or groups they belong to, and if they have administrator rights.

    To search for a user;

    1. Click Settings > Administration.
    2. Click Search users.
    3. In the Search for users dialog, click the Tenants and Groups tabs to see which group and/or tenant the user has access to.

    NOTE: If you see a Key icon next to the tenant or group, that means the user has administrator rights in that group or tenant.

     

    Changes to the Group level

    We have also made some changes to the Group level.

    For larger organizations, such as accounting firms, it can be useful to organize the tenants into groups. In this way, it is easier for an administrator to add a user to multiple tenants, and giving them permissions and data accesses.

    For the Group level , you now see the tabs shown in the figure:

    Tab Description

    1

    Overview

    		 Shows the group name. Click C:\Users\ashild\Desktop\iconex_o2\o_collection\o_collection_png\yellow_dark_grey\16x16\pencil.png to edit the group name.

    2

    Group users

    		 Shows users that have access to the group level. You can add or remove group users. These users will have access to all tenants in the group and will automatically get access to manage other subgroups and tenants within the hierarchy.

    3

    Licensing

    		 Allocate licenses for users at the group level.

    NOTE: If you do not have a shared license, you will not see this tab.

     

    Manage group users

    Add group users

    A group user is a user who can access all tenants in a group.

    1. Click Settings > Administration.
    2. At the Group level, click the Group users tab.
    3. In the Add group user field, enter the email address and click Add. An invitation e-mail is sent to the new user’s e-mail. The new users will automatically get Tenant Administrator rights.

    NOTE: If you want to grant a user Group Administrator rights, turn on the Group Administrator switch. A Group Administrator can manage group users, and create new tenants and subgroups. In addition, they can manage licenses at the group level.

    NOTE: If you want to grant a user all permissions for all tenant in the group, turn on the All tenant permission switch. This permission gives the user administrator rights for all tenants in the group. In this way, they can manage licenses, users, and roles at the tenant level.

     

    Manage licenses for users at the group level

    1. Click the Licensing tab.
    2. Use the C:\Users\ashild\Desktop\iconex_o2\o_collection\o_collection_png\yellow_dark_grey\16x16\checkbox.png checkboxes to give module access to group users.

    NOTE: Licenses for group users is managed from here and not at the tenant level. At the tenant level, the module accesses will be locked when a user is a group user.

    NOTE: You can see how many available licenses you have in the column headers.

    To see an example on how you can use the Group level, see Organize tenants in groups: An example.

     

    Tenant level permissions and accesses inherited from group level

    Because you now can add users to a tenant by adding them at the Group level, there are some changes to the permissions, data and module access settings on the Users tab at the Tenant level.

    If a user is a Group User, he or she will have a Lock icon next to their names on the Users tab. If the user is given All tenant permissions at the Group level, or is a Group Administrator, their permissions and data access is inherited from the Group level and cannot be managed from the Tenant level.

    Module access is always given at the Group level for Group Users.

     

    Marketplace: Possibility to have your own Marketplace

    It is now possible to create your own Marketplace for report templates. This is a feature we mainly offer to accounting firms as it requires OneStop Reporting to set up a separate tenant for this purpose. When you have a Marketplace tenant, you can upload templates to this marketplace and share between your tenants. Please contact support.osr@visma.com if you want to set up a Marketplace tenant.

     

    Fixes

    • Report Designer: We have fixed an issue where some users experienced that Report Designer would crash if they selected a range, changed color for the range, and ran the report.
    • Voucher viewer: We have fixed an issue where the voucher viewer would crash when the user had unsupported files. Now, the voucher viewer will show a message “File format not supported: <format>” or “File conversion failed: <format>” if the voucher viewer is mapped to unsupported file types.

     

    Integration-specific fixes

     

    Visma Net

    • Added period functions: We have added these period functions:
      • Last Quarter Last Year
      • Next Quarter Last Year
      • Quarter to Date Last Year
    • Credit Notes in negative values: We have now made some changes so that Customer Document and Customer Invoices now return negative values for credit notes.

     

    24 Seven Office

    • Added Project Id to Invoice Order Lines: We have implemented Project Id to Invoice Order Lines. If there is no Project Id on Invoice Order Lines, the Project Id for the Invoice Order will be used.  By implementing these changes, we have fixed the cases where users running our standard reports with departments would not show any departments.

     

    QuickBooks

    • Handling currencies in Sales Line amounts: We have fixed several issues concerning exchange rates for Accounts Payable, Purchase and Sales.
    • Added Budget endpoint: We have added the Budget endpoint from QuickBooks which allows you to build reports with budget numbers from the QuickBooks budget table.
    • Support for deviating fiscal year: We now have support for deviating fiscal years. Users must update the existing connector with a new starting period for the fiscal year:
    1. Click Get Data.
    2. Click the connection and click Edit.
    3. Enter the required information.
    4. In the Select companies to import step, in the Fiscal period start drop-down list, select the start period.

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    • Class now working in Sales Transactions: We have fixed an error that caused Class and Amounts from Sales Transactions to result in empty Class fields.
    • Beginning Balance amounts are now imported: We have fixed an issue where Beginning Balance amounts were not fully imported.

     

    Xero

    • Invoice is now linked to Payments: We have now added Overpayments Allocations, Credit Notes Allocations, and Prepayments Allocations to the Payment folder.
    • Fixed issue with drill-downs: We have fixed an issue with a Payments query that caused the drill-down functionality to fail.
    • Added Payments, Allocations, and Pre-Payments to Purchase: We have added Payments, Allocations, and Pre-Payments to Purchase. In addition, we have added links between Payments, Overpayments and Credit Notes in both Sales and Purchase.
    • Fixed issue with missing invoice data: Some users have experienced that if they attempt to import data for Year to Date, changes to invoices created last year are not imported. This issue is now resolved.

     

    XLedger

    • Fixed crash issue when importing data: We have fixed an issue where some customers have experienced crashes after importing data due to large datasets being imported as part of the General Ledger data.

  • January 2019

    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.

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    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.

     

    https://help.onestopreporting.com/wp-content/uploads/2019/02/image003-1-1024x679.png

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

     

    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.

    https://help.onestopreporting.com/wp-content/uploads/2019/02/image022-1024x462.png

     

    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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    __________________________________________________

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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: 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: Partially 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.

    https://help.onestopreporting.com/wp-content/uploads/2019/02/image017-1024x576.png

    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.

    https://help.onestopreporting.com/wp-content/uploads/2019/02/image019.png

    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.

     

    Fixes

    • 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 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: 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: 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: 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

  • December 2018

    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 Settings.
    2. Click User settings.
    3. On the My profile tab, click the Language drop-down menu to select a language. The language changes immediately.

     

    New order and payment system for QuickBooks and Xero customers

    QuickBooks and Xero customers can now manage their subscriptions to OneStop Reporting from their Settings > My subscriptions and can also pay with credit cards.

    For more information about subscriptions and credit card payments, see here.

     

    Fixes

    • Workflow: 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.
    • Publisher: We have fixed the appearance of the Publisher job table so it expands horizontally to provide better readability.
    • 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.
    • Data Manager: We have implemented a fix so that the system remembers the last connection and company that was used in the Data Manager.
    • Budgeting: We have now made it possible to delete the 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.
    • 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. These two issues are now solved.

     

    Integration-specific fixes

     

    Visma Net

    We have added project information to the transactions under General Ledger Transactions.

     

    Xero

    • We have added Tracking Categories with extension fields as a Data Manager dimension.
    • We have now split the Credit Notes FactSet into Credit Notes and Credit Note Lines. Similarly, we have also split the Overpayments FactSet into Overpayments and Overpayments Lines. These changes are done to prevent some of the amount fields to aggregate values and, thus, show wrong values.

     

     

    Tripletex

    We have added a link between the Employee and Department attributes.

    In addition, we have added some new attributes:

    • HourlyRate
    • Hourly Cost
    • PayCode

     

    24SevenOffice

    • We have updated the index for Journal_SubEntry to increase the speed of some reports.

     

  • November 2018

    New feature: 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.

     

     

    Report Designer: Save button always active

    In the past, if users had selected the Store always option for a template, the Save button was inactive until the user actually started to edit a cell. This is now fixed so the Save button is always active.

     

    Fixes

    • 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. The issue is now resolved.

     

    • Fixed issues with performance problems with the Index Excel formula in the portal by upgrading to SpreadJS 11.2.6.

     

    • Workflow: 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. This issue is now resolved.

     

    • 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.

     

    Integration specific fixes

     

    Visma Net

    • Sales Order Lines and Customer Invoice Lines: Fixed an issue where credit notes displayed in positive values instead of negative.
    • Added project data: We have added the Project and Project Task dimension under General Ledger Transactions. These dimensions can now be used when creating reports and budgets.

     

    Xero

    • Added the Overpayments dimension.
    • Added the free dimension Tracking Categories to Credit Notes. By adding this, users can now use Tracking Categories when building reports on the Credit Note endpoint.
    • Receivable invoice line amounts: Users have experienced an issue where the system was unable to identify whether amounts were net or gross. This was because the FactInvoice Line Amount did not differ between net and gross amounts. To remedy, we have changed the original line amount measure so that it only shows net amounts. Thus, all reports using this measure have been automatically updated and only show net amounts. Additionally, we have changed the name of this measure to NetLineAmount. Furthermore, we have included a LineAmountType-attribute which indicates whether the line is included or excluded tax. In addition, the Line Amount from this factset did not show the values in the correct currency. We have added a LineAmountInCurrency attribute to fix this issue. Please note that users must import Purchase Orders and Bank Transactions to get a value in the new Currency rate field.

     

    24SevenOffice

    • Budget is re-enabled: The 24SO endpoint is now available, so users can transfer the budget from 24SO and use this in reports.

  • October 2018

    Improvements

     

    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.

     

     

    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:

    • 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.

     

    Integration specific improvements

     

    QuickBooks

     

    OneStop Reporting is now on the QuickBooks Marketplace as a recommended app for QuickBooks users. https://apps.intuit.com/app/apps/appdetails?shortName=onestopreporting

     

     

    Automatically attach generated vouchers from QuickBooks:

    We have implemented voucher view for QuickBooks.

    When a new invoice is created in QuickBooks, and the user clicks the Save and close button, the invoice is accessible via the voucher link in OneStop Reporting drilldown view.

     

    To view voucher;

    In a received report in the Archive module, or a run report template in Live Reporting;

    1. Right-click the cell where you want to drill down.
    2. In the Choose drilldown menu, select the drilldown item.

    If there is a voucher connected to the transaction, there will be an attachment link under the Voucher Link column.

    1. Click the voucher link to open.

     

     

     

    Visma eAccounting

    Support for Voucher Viewer

    We have made it possible for Visma eAccounting users to view vouchers when drilling down in a report.

     

    To view voucher;

    In a received report in the Archive module, or a run report template in Live Reporting;

    1. Right-click the cell where you want to drill down.
    2. In the Choose drilldown menu, select the drilldown item.

    If there is a voucher connected to the transaction, there will be an attachment link under the Voucher Link column.

    1. Click the voucher link to open.

     

    Xero

    We have added some more fields for reports in Report Designer:

    • Country and Function under Receivable Invoices
    • Credit Notes in Sales and Purchases (as it is in General Ledger)
    • Supplier under Payable Invoice Lines

     

    24 SO

    We have fixed an error that caused drilldown not to work in certain instances in 24SO. The error was caused by an invalid column name in the 24SO model.

     

    Tripletex

    Added more period attributes for Tripletex accessible when designing report templates in Report Designer:

    • Kvartal
    • Tertial
    • Tomånedlig

     

    Power Office Go

    • We have added the “Lokasjon” field under the Project field. This information is now accessible when designing report templates in Report Designer. We have also added fields for “Bestillingsnummer” and “Kontraktsnummer”.
    • Get status name on projects: We have made it possible to extract project status information. This information can now be used when designing report templates.

     

     

  • September 2018

     

    Implemented KPIs and Expressions in Report Designer

    We have added the possibility to create, edit and manage KPIs and Expressions in Report Designer.

     

    Expressions

    Expressions can be created and managed through the Designer menu under Expressions.

    Using Expressions is a way of referring to dimension values outside single reports and are typically used to refer to a selection that will be used in multiple reports. By using an expression instead of an ordinary selection within the report you can easily update multiple reports by editing the expression instead of having to edit each report individually.

    For example, if you add an account to your general ledger and you need to include this new account in your reports, it is very time-consuming having to open multiple reports and make sure the new account is included in the selection. If, however, you use an expression and you need to add an account, you simply edit the expression and all the reports where this expression is used will automatically be updated.

    It is possible to create expressions on all dimensions and multiple dimensions can be combined in one expression. Expressions are organized in groups.

    For more information, see Expressions.

    KPIs

    KPIs can be created and managed through the Designer menu under KPIs.

    A KPI is a calculation/key figure that you want to reuse across multiple reports. KPIs are used in the same way as measures (amount, quantity). Instead of dragging an amount or quantity into the report, you drag out the complete KPI.

    KPIs can be based on:

    • Expressions (simple or complex selection of dimensions)
    • Measures (amount, quantity)

    For more information, see KPIs.

     

    New “Close all” button in Archive

    We have implemented a Close all button when users are viewing multiple reports in Archive.

     

    To open multiple reports in Archive;

    1. Click Archive.
    2. Select () the reports.
    3. Click Open.

     

    To close all open reports in Archive;

    • Click  Close all.

     

     

     

    View errors for data import jobs

    We have made some changes in View log error reporting. Users can now access detailed information about the error by clicking the View error drop-down button.

    To access error an error message for a data import job;

    1. Click Get data.
    2. Click Data import jobs.
    3. Click the data import job and click View log.
    4. Click Show details.
    5. Click View errors.

     

     

    Ability to open reports in run-only mode in Report Designer

    We have implemented a new option for opening reports in Live Reporting. Users can now click the drop-down arrow and select Open in Excel. When a user clicks this option, the report opens in Report Designer (Excel) directly in Run mode. No editing is possible in this mode and the Design mode is disabled.

     

    New permission setting: Manage connections

    In the past, users who had access to the Get Data module was automatically allowed to create a connection. We have now implemented a Can manage connections setting, so administrators can turn off the possibility to create a connection for regular users, but still allowing the user to import company data (for the companies they have data access to)

     

    Disable permission to manage connections

    1. Click Settings.
    2. Click Administration.
    3. Click the tenant.
    4. Click the Users
    5. Click the name of the user.
    6. Click Permissions.
    7. Click the Can manage connections switch to turn it off.

     

     

    Improvements

    Added support for higher resolutions in Report Designer

    We have added support for higher resolution for Report Designer. In the past, some users with high-resolution screens experienced some display issues with the Layout Editor in Report Designer. This issue is now resolved.

     

     

    Integration-specific improvements

     

    24SO

      • We have added a new factset that allows you to get data from the 24SO budget endpoints.
      • We have added a non-clustered index on Journal_SubEntry: In this way, users will experience better performance for GL reports.
      • We have added some new fields for the Invoice_Cart factset.

     

    Visma Net

    We have created nonclustered index on FactGLTransaction. This will improve the performance when users are running reports.

     

    Xero

    We have added two new factsets:

    • Trial Balance Report
    • Bank Revaluation to General Ledger

  • August 2018

    Improvements

     

    Improved performance for Workflows

    In the past, users sometimes experienced slowness when working with workflows that had more than five templates. We have implemented fixes that have greatly improved the performance when generating workflows.

     

    Archive: Ability to view reports side by side

    We have made it possible to view reports side-by-side in the Archive module when users have selected multiple reports.

    To do so;

    1. In the Archive module, select two or more reports by selecting the check box next to the report.
    2. Click  Open.
    3. Click the  Horizontal view button.

    To go back to the vertical view, click the  Vertical view  button.

    NOTE: You can use the handles to resize the reports in both view modes.

     

    Added Print button for Live Reporting and Budgeting

    We have added the possibility to print reports directly from Live Reporting and Budgeting.

    Print report from Live Reporting

    1. Click Live Reporting.
    2. Click a report and click  Open.
    3. Select the required report parameters and click Run.
    4. In the header, click  Print.

     

    Print budget

    1. Click Budgeting.
    2. Click a budget and click   Open.
    3. Select the required budget parameters and click Run.
    4. In the header, click   Print.

     

    Playlist: Ability to scroll

    We have implemented a scroll bar in the Playlist view. In the past, users have experienced not being able to see all reports if there were more than nine reports in the playlist.

     

    Improvements to Notifications

    In the past, users could only read verbose notifications via hover state. We have now implemented a pop-up window when users click the notification in the list of messages.

     

    Secure user data: Removed usage of TLS 1.0 and 1.1 in application

    We have removed the use of TLS 1.0 and 1.1 in the application. This is to introduce more security for users and their data. This is a backward breaking change that will require users to upgrade their Report Designer.

     

    Multi language implementation

    We have started to translate the OneStop Reporting user interface into various languages. Currently, users will be able to choose from these languages:

    • English
    • Spanish
    • Italian
    • Norwegian
    • Portuguese
    • Russian

    Please note that not all menus, buttons and module names are translated and as is a continuous work to quality assure the translations before implementing.

    The language settings are accessed from:  Settings >  User settings.

     

    Delete company and all its data from tenant administration

    We have made is easier to delete a company from a tenant. All data related to the company will be deleted.

    To do so (only administrators can perform this task);

    1. Click  Settings.
    2. Click  Administration.
    3. Click the Companies
    4. Click Delete next to the company you want to delete.

    5. In the Delete company dialog box, click the Delete button to confirm that you want to delete all information related to this company.

     

     

    Integration specific improvements

     

     

    Visma Net

    • Customer Invoice and Supplier Invoice: Added branch to Customer Invoice and Supplier Invoice. In this way, this dimension can be used when creating report templates.
    • Customer Sales Price: We have added a Customer Sales Price dimension, so that users operating with various price lists and price agreements are able to use this data in reports, such as, inventory reports.
    • Removed General Ledger Balances from connector: Due to errors within the visma.net API, users have experienced that some transfers have failed. We have found the cause of the error to be with the General Ledger Balance endpoint and have, therefore, removed this endpoint from the connector. All OneStop Reporting report templates in the Marketplace have been updated so they do not use General Ledger Balances fields. A system message has been sent out to all Visma Net users.
    • Added the Sub Accounts dimension to Sales Order Line and created link to Segments: By adding this dimension, users can create reports for each segment.
    • Deviant fiscal periods: We have made it possible for Visma Net users 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.

     

    Visma eAccounting

    Added Extension fields and implemented support for Multi Company. This allows users to create consolidated report templates.

     

    Xero

    • Added Supplier dimension: We have added the Supplier dimension under Fact Expense Claims.
    • Reauthentication issue: In the past, some users have experienced issues when attempting to reauthenticate the Xero connector. This could happen when users had an existing Xero connection and tried to edit and authenticate the new connection. This issue is now solved.

     

    UniEconomy

    We have added the Departments dimension. In this way, this dimension can be used when creating report templates.

     

    TripleTex

    • We have added Chargeable Hours (Fakturerbare Timer) to the Time Sheet Entries (Timeføring) dimension. The attribute “Fakturerbare timer” under “Timeføring» shows actual chargeable hours after a factor has been multiplied with invoiceable hours on a user’s timesheet entries.
    • We have created a link between the Project dimension and the Customer. In the past, the Project dimension was only linked to Time Sheet Entries. By adding this dimension, users can now see which project are linked to a customer (ProsjektKunde).

     

  • July 2018

     

    New integration for Visma eAccounting

    OneStop Reporting is now available for Visma eAccounting users.

    The new integration is available in English, Swedish and Norwegian.

     

    Copy a workflow definition

    We have added a Duplicate button so you can copy an existing workflow definition to create a new workflow. You can edit the copy in the same manner as a any workflow.

    See Create workflow for more details.

     

     

     

    Improvements

    Changed header for new budget

    We have changed the field name when you create a new budget from the Budgeting module. The field is now called Budget Form Name.

     

     

    We have also changed the default header for assignments. It used to be called Budget Assignments, but there might be assignments that are not budgets, so it is now called Single Assignments.

     

    Added Company as a filtering option in Archive

    We have added a column for Company in the Archive module. We have also added a filtering option for companies in the Search and Filter bar.

     

    Get Data jobs not allowed to be scheduled with AllTime or Custom period

    Due to overload on the data import server, we have analyzed the jobs and found that we need to remove the possibility for automatic execution of jobs which extract data for a very wide time span.

    Therefore, it will no longer be possible to schedule data import jobs with “all time” or “custom date” period span. All existing scheduled jobs with “all time” have been changed to: “Last year until now.”

    All existing scheduled jobs with custom date period have had their scheduling removed. They still exist and can be run manually (on-demand).

    We apologize for any inconvenience that this may cause.

     

    Changed Client term to Tenant

    “Client” is now called “Tenant”.

     

    Integration specific improvements

    24SO

    We have added new fields for:

    • Time Service:
      • *Price*
    • CRM Project
      • *Budget*
      • *BudgetHour*
      • *BudgetHour_Cost*
      • *FixedPrice*
    • CRM Contact
      • *HourCost*
    • Invoice Order
      • *Comissions*

     

    We have also changed the period link in Invoice_Order to use Invoice Date (if not null).

     

    Quickbooks

    We have added Cash basis in order to be able to create cash-flow reports based on this method.

     

    Visma Net

    The integration is now available in English (default), Swedish, Danish and Norwegian.

     

    PowerOffice GO

    We have made some necessary changes to the Account dimension. Therefore, if users are making changes to the Account filter in an old PowerOffice GO report, the report will fail when it is run.

    To remedy this, all account filters in old reports must be changed if users want to edit reports.

    Please note that all POGO reports have been updated in OneStop Reporting Marketplace with this new dimension.

     

  • 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 [icon name=”info-circle” class=”” unprefixed_class=””] Information icon.
    2. Click the [icon name=”info-circle” class=”” unprefixed_class=””] 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 [icon name=”user” class=”” unprefixed_class=””] 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.