We have fixed an issue where charts would disappear when navigating between sheets.
We have updated some of the Dutch translations.
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 |
We have released new functionality for graphs in reports published for all our customers October 2nd, 2023.
The functionality includes
See the course “Graphs in OneStop Reporting” on Visma Learning Universe for more information:
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.
NOTE: Limited access to companies must be given on the User level in the Old administration.
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
Choose a single date, a period or a date range. Click on the arrows, the month, or the year to get a wider range.
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.
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 a typo in the Norwegian text for the status of data in reports. Text is now “Data ble oppdatert for X tid siden”.
We have fixed an issue when users are storing budget values if sheet per value name is larger than 50 characters.
We have fixed an issue where Line Item Details would not always be activated when description/name were used for sheet per value.
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 |
We have made the following fixes for Budgeting:
We have added endpoint-to-model mapping for all integrations. Reports should now correctly display when data was last updated.
We have fixed a typo where an English word appeared in the Norwegian translation (Roles-Roller).
We have fixed an issue where parameter chaining didn’t work when an assignment had the Let user decide option.
In Data Manager, we have removed rows from ExtDimProject, that are not linked to existing project.
In Get Data, we have added Modify datetime filter to the Project endpoint to improve data imports.
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).
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 |
We are pleased to announce that the Duett integration is now available for all customers.
We have added the possibility for customer administrators to label reports distributed from OneStop Reporting as “internal” or “external”.
Users can now use labels to filter reports.
To filter on labels;
We have added statuses for data imports to the Reporting window. The displayed text differs from Cloud and On-Premise integrations
We have fixed the following issues:
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.
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.
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 |
We have changed the name of tenants to clients in English, and “klienter” in Norwegian, Swedish, and Danish.
We have moved Add/Remove extensions to New Administration > client > Client settings.
We have changed the term “Members” to “Users” in Roles.
We have removed Main line as an alternative when making adjustments in Spreading and Line Item Details and replaced it with Current line.
We have added some missing translations to Danish and Finnish.
We have fixed an issue where =WEEKNUM(XXX;21) would not return the correct number of the week.
We have fixed an issue where it was not possible to view all details on budget templates.
We have fixed an issue where parameters would not update correctly when removing/adding templates to a workflow.
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 |
We now support the Excel-function Merge & Center in expanded rows and columns in the portal.
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.
We have added new columns to the User tab in the new Administration:
We have added the possibility to assign or unassign roles for a user from the settings for a user on the Users tab.
We have added the possibility to distribute a report with the same tenant as source and destination.
We have fixed an issue where information fields for budgeting template details were missing.
We have fixed an issue where very large user reports timed out.
We have fixed an issue where users who had both Business NXT integrations would only display Dashboard data from the Live 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 |
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.
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.
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.
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;
NOTE: Only top-level administrators can create roles for distribution.
NOTE: Administrators at all levels (top, group, or tenant) can add users to roles.
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.
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.
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.
We have released a new version of Report Designer. The new version contains:
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.
The reports with enhanced performance are built on new factsets for historical customer- and supplier transactions.
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:
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.
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.
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!
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).
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.
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:
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.
We have updated the OneStop Reporting logo in Report Designer.
We have added the following edit options to Tenant settings in the New Administration:
Data Manager: We have fixed an issue where, for some users, the extension fields would show in the Lookup for multiple companies.
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 & 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 |
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!
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.
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.
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.
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.
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:
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.
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:
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.
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.
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.
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.
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.
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.
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 & 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 |
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.
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.
It is possible to add information to the GL dimensions beyond what’s available from Xledger.
To do so;
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.
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.
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.
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.
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.
We have fixed an issue where Visma Business users have experienced that after duplicating a report in Reporting, the duplicated report would run slowly.
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 & 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 |
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.
We have upgraded our report viewing tool to SpreadJS version 16.
We have fixed an issue where the error message for saving did not appear.
We have updated the warning message users receive when deleting tenants. The new message has more information about the consequences of deleting tenants.
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. |
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.
We have added details to all reports in Distribution.
To read more about a report;
Administrators can now edit user details in New Administration.
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.
Users with administrator rights in a tenant can now add integrations to the tenant.
Add integrations
The selected integration is now available when setting up a connection in Import data.
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.
We have changed the names of Parameters to Historic Parameters and History to Log.
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 |
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).
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:
All reports that you want to run with the live integration must be built on this specific integration.
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.
You can now select tenants in the tree structure in the New Administration.
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.
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.
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.
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;
Reporting:
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. |
You can now mark reports as favorites in Reporting.
You can now delete multiple tenants in one operation.
NOTE: Deleting a tenant will delete all data related to the tenants.
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.
We have added group information for each company in the Company list report.
To create reports;
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.
We have improved the sorting for report packages so that reports show up in the order users displayed during the editing.
We have moved the “Ready to download” popup to the right lower side corner so it does not block the download button.
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 | 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 |
You now get an overview of the number of Auditors and Accounting Office Employee (available for accounting office customers) users in Administration – Usage.
We have replaced the drag-and-drop functionality in Data Manager with a + button next to the field name.
To use the Data Manager;
NOTE: Be careful when you edit or delete Factsets data, because the changes cannot be undone.
Updated sorting of vouchers so that invoices generated by Visma.net shows first in the list of vouchers.
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. |
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.
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.
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.
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.
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.
In Reporting, you can see where your reports are distributed from.
NOTE: The Get reports button is now removed from Reporting.
NOTE: Only administrators at the top level can access the Distribution settings.
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.
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.
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.
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.
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.
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.
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.
You now allow users to receive the standard OneStop Reporting reports to their libraries.
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 | 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. |
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:
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:
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.
We have added a Search box in Workflows so users can search for workflow names.
We are pleased to announce that OneStop Reporting is now available for Visma Business NXT users.
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.
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.
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 | 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. |
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.
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.
At the user level, these levels are now available:
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.
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.
On the Users tab for the tenant, you can manage existing users and add new users.
To get an overview of users’ usage, we have added a Usage tab in Administration.
To access;
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.
It is now possible to schedule publisher jobs weekly.
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:
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 |
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.
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.
We have implemented three significant improvements to the Search functionality for parameters:
We have made some changes to the Chart of Accounts
*NOTE: The new expressions are available when designing reports and are not linked to any of the standard report templates.
In Data Manager, we have made some changes for the Xledger integration:
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 |
We have added a Balance Dashboard for Danish customers. This dashboard includes:
Fixed issue with link between the Project and Project Manager dimensions.
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.
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;
When setting up a publishing job, users now have three different options* for setting the date parameter:
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.
We have added two new period functions to all integrations; This Period 2 Years Ago (TP2YAgo) and This Period 3 Years Ago (TP3YAgo).
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.
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.
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.
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 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 profit is the sum of previous periods, plus the current period.
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 profit before tax is the sum of previous periods, plus the current period before tax.
This age-distributed balance list shows all overdue items per customer.
This age-distributed balance list shows all non-overdue items per customer.
This report shows the company’s ten largest customers.
This age-distributed balance list shows all overdue items per supplier.
This age-distributed balance list shows all non-overdue items per supplier.
This report shows the company’s ten largest suppliers.
TIP: You can change the Chart of Account to suit your business needs.
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.
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:
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.
Users can now download drilldown results to Excel.
In a run report template in Reporting;
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.
We have released a new version of Report Designer, available for download here.
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.
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.
We are happy to announce that we now offer the Help pages in Dutch and Finnish.
To access the Help;
If you want to open the help page in the browser, scroll down to the bottom and click Open in browser.
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:
We have released a new version of Report Designer. The new version includes these new features:
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;
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.
We have added Finnish translations to the Report Designer user interface.
We have added missing translations for Dutch, Norwegian, Swedish, and Danish in the Report Designer user interface.
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.
We have renamed several expressions in Norwegian.
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;
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;
NOTE: The Notifications settings can also be accessed directly from Notifications >
Notifications settings.
These settings have two levels;
Email notifications are by default turned off. If you want to receive emails with your notifications, you must enable the Email notification functionality;
The notification banner functionality is by default switched on. To disable;
The notification for mobile and devices functionality is by default switched off. To enable;
We have improved the search for companies in Reporting and Administration.
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.
We have fixed an issue where the date picker sometimes would get cut off in the Workflow user interface.
We have translated the user interface of the portal to Finnish. In a short while, there will also be help available in Finnish.
Dashboards are now available in Swedish for Visma.net and Visma Business customers.
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 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.
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.
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. |
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:
NOTE: Under Already created assignments, you can view assignments and parameters for previously created assignments.
3. In the top right corner, click Create 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.
In the top right corner of the Create assignment card, click Options.
Here you find the following information:
Assignments that are assigned to you from the Workflow or Budgeting module, are displayed in the Assignments list.
To open and edit the budget:
NOTE: Your finished assignments are saved under Completed assignments. To see your completed assignments, you need to filter on Show completed assignments.
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.
To view information about the workflow;
Here you can monitor the progress of the workflow.
The Workflow Status pane provides the following information:
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;
Your new chart of accounts is saved and the changes are reflected in your dashboards, reports, and budgets in OneStop Reporting.
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.
We have fixed an issue where the dashboards would show the wrong year when customers changed the year for the dashboard.
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.
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.
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.
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.
NOTE: The new owner must be a user in your system.
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.
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:
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.
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;
Your new chart of accounts is saved and the changes are reflected in your dashboards, reports, and budgets in OneStop Reporting.
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:
How to order the Project Management integration?
Existing customers:
Email salesorders.osr@visma.com, with the following information:
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.
We have fixed an issue where data displayed in the User report would show incorrect data. Learn more about creating reports in Administration here.
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;
Please contact your vendor if you are interested in the Visma.net Project Management integration.
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:
We have created a help page (in Norwegian) for our OneStop Reporting Light solution for Visma Business.
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.
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.
You can easily search for users who are labeled as Auditor:
Auditors will also appear in the User report under Reports.
For Visma Business customers, it is now possible to add Light tenants for our OneStop Light version.
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.
It is now possible to search for report- and budget templates in the Get templates marketplace.
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.
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.
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.
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.
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.
For our Norwegian customers, we have created a new blog. Please take a look: https://onestopreporting.com/blogg/
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.
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.
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.
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
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;
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:
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.
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:
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.
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.
Added dimensions: We have added the following items so users can create reports that distinguish transactions for products at the order line level:
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:
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.
We have added support for extended fiscal years.
We have added Purchase Receipt (varemottak) to Purchase.
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.
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:
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.
We have also added a new column that shows the data import period:
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.
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;
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.
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.
We have added a column in List view that shows the last modified date for report and budget templates.
To access list view;
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;
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.
We have implemented a warning message when users attempt to upload a budget template with a name that already exists.
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.
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;
We have added the Save data button when users enter full-screen mode in Budgeting.
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.
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 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.
Added budget data to multi-company reports: Visma Administration users can now see budget data in their multi-company reports.
Currency: We have added the OSRCurrency dimension
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 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.
Users can now send reports as PDFs from Publisher.
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
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;
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.
Example of report exported to Excel
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;
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.
We have fixed an issue where some users have reported that sometimes they cannot see the drop-down lists for templates and/or users.
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.
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
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.
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.
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.
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.
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.
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.
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:
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.
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.
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.
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.
7. (For cloud connections) In the Move content dialog box, Clear cloud data connection credentials checkbox.
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.
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.
Workflows, assignments, reviewers, approvers are moved. The moved workflows are shown with the name of the previous owner in the Moved from column.
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.
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.
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.
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.
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 |
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Dimensions: These are dimensions from the ERP system, such as General Ledger, Sales, etc. |
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Fields: These are fields from the selected dimension, such as Account, Account Name, Status, etc. |
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Amounts |
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:
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:
8. Click Save.
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.
We take the following steps:
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:
Drilldown before customizing
Drilldown after customizing
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.
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.
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.
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.
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.
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.
Users can now control access to Data Manager from Permissions in Administration.
To grant a user access to Data Manager;
When existing users are added to a tenant, they are notified with information about the user that added them to the tenant.
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.
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.
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…
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.
NOTE: This option will not have any impact on budgets.
All formulas in the generated report are kept during processing.
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.
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:
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.
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.
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:
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
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
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:
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:
If you do not have a verification code, click the Do not have a code? link to read more about the MFA setup.
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.
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.
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.
If you do not have a verification code, click the Do not have a code? link to read more about the MFA setup.
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:
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.
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).
We have fixed an issue that would cause some users not to be able to log in to the eLearning portal.
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.
The report templates are added to the Category/categories you have selected.
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.
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:
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.
For this release, we have worked on improving the KPI and Expressions functionality in Report Designer. Specifically, we have implemented the following fixes:
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.
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.
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.
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.
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;
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.
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.
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;
To expand the Search & Filter menu;
Users will now get a Confirm action dialog box if they leave or refresh the Data Manager without saving their work.
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.
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 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;
For customers with a large number of Categories in the Marketplace, we have added a scrollbar.
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.
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.
We have improved the Norwegian translations in Report Designer for 24SevenOffice, VismaNet, and PowerOfficeGO.
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.
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.
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:
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.
We have added Customer/Supplier/Inventory subfields as attributes so customers are able to do cross-reporting with these fields.
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.
In Report Designer, we have added the XGL code dimension to the General Ledger More fields folder.
In Report Designer, we have added these dimensions to Projects:
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.
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.
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.
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.
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.
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.
We have added a Search box for both workflows and assignments in the Assignments module.
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.
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.
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.
Some users have experienced problems with workflow statuses when going from reviewer to approver. The issue is now solved.
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.
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;
You can now access the help for Report Designer directly from a Help button on the OneStop Reporting ribbon.
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;
Please note that you must restart the application for the change to take effect.
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.
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.
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.
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.
Drill-down error: We have fixed an error where users could not use drill-down when reports contain the FactTimeSheetEntry attribute Chargeable.
OneStop Reporting version 5.x is now available for Mamut users. Please be aware that this version does not support Compello voucher viewer.
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.
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;
Users can now access their assignment directly from the Workflow status view.
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.
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.
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.
You can now see the user name of the assignee on the assignment cards.
The period function, {PeriodCalc.CurrentPeriod}, is now a valid parameter value when assigning a budget.
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.
French is now available as a language in the OneStop Reporting Portal
To change the language of the portal;
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.
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;
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.
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.
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.
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.
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.
We have added Country to Customer fields.
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.
We have fixed an issue where users attempting to import data from last year and last month, would not get data from last month.
We have fixed an issue in Data Manager where users trying to change currency rates would get an error message.
We have fixed an issue where Publisher jobs would run at incorrect times if the server time differed from UTC-time.
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.
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 can now subscribe to the eLearning module from My Subscriptions.
In Live Reporting, if the parameter is a date picker, today’s date is now automatically set.
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.
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.
We have fixed an issue where some customers have not been able to get amounts when importing the Beginning Balance.
We have fixed an issue where some customers have experienced problems when storing Line Item Details (LID).
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.
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.
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.
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.
To move a tenant to another group;
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.
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.
To add a tenant to another group, while keeping the tenant in the original group;
You will now have the tenant in both groups.
The group users will automatically be added as tenant users.
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.
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.
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;
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.
We have made some changes to Administration to accommodate larger accounting firms that use Groups to organize their clients.
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;
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.
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 ![]() |
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. |
A group user is a user who can access all tenants in a group.
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.
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.
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.
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.
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.
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.
For more information about the e-learning, click here.
In Live Reporting, when you open a report template, you can use the slider to select to refresh data every 5, 10, 15, 30, or 60 minutes.
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;
You can now schedule a publishing job to recur every 7 days (in addition to the monthly scheduling).
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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.
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.
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.
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.
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.
The upgrade will fix a number of issues, such as:
For more information, see: https://www.spreadsheetgear.com/downloads/whatsnew.aspx
The OneStop Reporting portal has now been translated into Swedish and Danish.
To change the language of the portal;
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.
We have added project information to the transactions under General Ledger Transactions.
We have added a link between the Employee and Department attributes.
In addition, we have added some new attributes:
You can now download executed reports or report packages as a pdf file.
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.
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:
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.
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;
If there is a voucher connected to the transaction, there will be an attachment link under the Voucher Link column.
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;
If there is a voucher connected to the transaction, there will be an attachment link under the Voucher Link column.
We have added some more fields for reports in Report Designer:
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.
Added more period attributes for Tripletex accessible when designing report templates in Report Designer:
We have added the possibility to create, edit and manage KPIs and Expressions in Report Designer.
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 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:
For more information, see KPIs.
We have implemented a Close all button when users are viewing multiple reports in Archive.
To open multiple reports in Archive;
To close all open reports in Archive;
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;
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.
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)
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.
We have created nonclustered index on FactGLTransaction. This will improve the performance when users are running reports.
We have added two new factsets:
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.
We have made it possible to view reports side-by-side in the Archive module when users have selected multiple reports.
To do so;
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.
We have added the possibility to print reports directly from Live Reporting and Budgeting.
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.
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.
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.
We have started to translate the OneStop Reporting user interface into various languages. Currently, users will be able to choose from these languages:
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.
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);
5. In the Delete company dialog box, click the Delete button to confirm that you want to delete all information related to this company.
Added Extension fields and implemented support for Multi Company. This allows users to create consolidated report templates.
We have added the Departments dimension. In this way, this dimension can be used when creating report templates.
OneStop Reporting is now available for Visma eAccounting users.
The new integration is available in English, Swedish and Norwegian.
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.
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.
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.
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.
“Client” is now called “Tenant”.
We have added new fields for:
We have also changed the period link in Invoice_Order to use Invoice Date (if not null).
We have added Cash basis in order to be able to create cash-flow reports based on this method.
The integration is now available in English (default), Swedish, Danish and Norwegian.
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.
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.
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.
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.
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.
We have fixed an issue where some customers experienced getting a white screen when using Full Screen mode in the Budgeting module.
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.
Add period link in Timesheet Transactions and added new dimension values for budgeting.
We have fixed an issue where some customers have experienced problems when joining Currency_Entries with Currency_Entries in reports.
We have fixed an issue where some customer experienced slowness when pulling data via GetData import jobs as well as not importing complete data.
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.
We have now made multi-company reporting possible in MS Dyn365.
The Publisher module allows you to distribute reports and report packages to users or a group of users belonging to a role in the system.
Reports can be run and distributed at a predefined time, or you can manually initiate running as required. You can add multiple reports to a publishing job, set parameters and send to e-mail recipients or send to their Archive module in the portal. The Publisher generates a log for all runs, enabling you to keep an overview of your report executions.
You can also edit your existing publishing jobs, for example, you can add or delete reports from the job or add or delete recipients.
The Scheduling feature allows you to set up scheduling for your publishing jobs to send reports at a predefined time interval.
NOTE: You can only send reports to users who have access to the Publisher.
NOTE: If you click Save, you must run your report later.
NOTE: You can set scheduling to your publishing jobs.
For more information, see Publisher.
We have added a More (options) button when there is not enough space to display all buttons in the top menu bar.
Before:
Now:
We have added new period functionality that makes it possible to handle deviant fiscal periods.
To set deviating periods, users must do the following:
In the next upgrade, there will be an option to set this manually from the Administration module.
We have made some fixes for deviant fiscal periods when using the period function LYTD.
In addition, we have also made some fixes for the Accounts Receivable sub module when it comes to handling currency amounts.
We have included a new fact set to the meta model that allows you to build report based on the cash basis-method (such as cash flow statement (indirect)).
We have fixed some issues relating to:
We have also added a new factset so users can build Account Receivables reports.
Some customers have experienced problems retrieving data for the project category for fixed rates and hourly rates. This issue has now been solved.
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.
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.
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;
NOTE: You can click the right arrow ( )to see hints on how to fix the issue that caused the error.
UniEconomy users can now use the OneStop Reporting Portal. For more information on how to set up a connection, see Create connection to UniEconomy.
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.
We have added new period functionality that makes it possible to handle deviant fiscal periods.
To set deviating periods, users must do the following:
We have also added more period attributes so Report Designer users can group period information based on more attributes, such as quarterly and bimonthly.
Reports created or uploaded by a user are owned by this user. In the past, you could not change this owner. This could be a problem if, for example, someone decides to leave the company.
You now have an option to change ownership of your reports. This new functionality also allows you to see who the owner/author of the report is.
On this card, you can see who is the author of the report.
If you are not the owner of the report, you can see who owns the report.
NOTE: The new owner must be a user in your system.
The Administration module has been completely redesigned.
The interface has been designed with tabs for items, such as, Users, Roles and Licensing. The tabs you see depend on the level of access you have.
We have also changed some of the terminology in Administration to better suit our customer’s needs:
There are three levels of administration:
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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. |
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As an administrator at the group level, you can manage users, roles and licenses for your group of clients. |
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As an administrator at the client level, you can manage users, roles and licenses in your client in the Portal. See Administration for clients. |
A group is a group of users who have access to create clients.
A client is a group of users who share a common access with specific privileges in the portal.
To access the Administration settings;
As a main administrator, you can organize your users into groups and clients:
To create a new group:
HINT: A group is a group of users who have access to create clients.
NOTE: How many clients you can create depends on your license.
For more information about user administration, see the updated Help section for Administration.
We have made some improvement to the context sensitivity of the Help system. This will help you to get the relevant information in the context of the module you are working in.
When you create a new user, you now have an option to re-send the invitation e-mail if the original e-mail was lost.
For more information about creating new users, see Create new user.
In Notification settings, you can select how you would like to get your notifications; by email, in a banner in the Portal or on your mobile and devices. To access the settings;
These settings have two levels;
Email notifications are by default turned off. If you want to receive emails with your notifications, you must enable the Email notification functionality;
NOTE: For the Archive settings, you can also select if you want to receive attachments in the email. The attachment will be an Excel file of the report.
The notification banner functionality is by default switched on. To disable;
The notification for mobile and devices functionality is by default switched off. To enable;
o The heading is always visible when you drill down in your reports:
If the Show Excel headings option is selected, the headings is now always visible.
o The drill-down shows clearly if there are no vouchers. You will get a message No attachments if there are no vouchers available.
o Improved error messages when writing back in Budgeting
o Negative numbers are now stored in Line Item Details
o Ability to drill-down on non-budgeting cells in budget templates.
We have launched OSR Budgeting and OSR Tables for Xledger:
Xledger users can now utilize the Budgeting module in OSR Portal to tailor their own budgeting process and use our predefined budget forms. The budget data is stored in the cloud and is easily available for other reports or for analyses purposes. XLedger users can also use the Workflow module to set up a workflow for the budgeting process.
For more information about the Budgeting module in the OSR Portal, see Budgeting.
This means, we now have budgeting for all existing integrations.
Set deviant fiscal periods in PowerOffice Go:
In the past, it has been a bit challenging to manage deviant fiscal periods in OSR, but this has been fixed in the current version of the OSR Portal.
To set deviating periods, you must do the following:
In the next upgrade there will be an option to set this manually from the Administration module.
The new notifications function let users know when certain events occur in OSR Portal. For example, when someone shares a report with you a red circle on the Notifications-button indicates a new event.
By clicking on Notifications a dialog of information occurs as the picture below,
You can also enable email-notification in Notifications Settings, an email with the report will be sent to the receiver.
You can add comments to your reports in Live Reporting before sharing or archiving your executed report.
Get Templates is our online library of report templates that you can download to your library, that are instantly available to use.
Search in modules and tables – With the new search box, you can now easily find attributes and measures in the module tree that you want to use in your report.
This is our fourth release which brings along multiple bug fixes and improvements in our category structure in the Live Reporting- and Budget module.
It is now possible to share both category levels with other users in the OSR Portal: parent categories and subcategories.
This change affects categories already shared with other users:
To create a new parent category or a new subcategory, click on the New Category button .
A user can restructure his own categories by dragging a category to the desired location.
Administrators have no longer access to all reports in the Live Reporting module. To gain access to reports, administrators must share reports via categories.
Disabled buttons in the portal are now hidden from the tool bar.
When a report is shared to Archive, the receiver gets a notification on the screen when the report is stored in their Archive.
Sometimes report packages would not open correctly. This is now fixed.
Administrators do now show in the Share Category dialogue regardless of access filter in the Administration module.
We have released our Budgeting module for Tripletex. Budget consists of three parts:
See documentation for further use.
When selecting a role from Roles, the Edit and Delete button was still disabled. This is now fixed.
Period functions in Report Designer is now improved. The Drop Down list in the Filter tab makes it easy to administer your functions:
The new Period Aggregation tab allows you to aggregate periods:
Drilldown in a reports that are defined with “sheet per value” in Report Designer did not work. This is now fixed.
Release date 31.03.2017
We have released our new user documentation and help site. You find it in the portal by clicking the Help button.
You also find it by visiting https://help.onestopreporting.com
You delete a job you have created by clicking the Delete button.
As a user, you can only delete your own jobs. As an administrator, you can delete every job in the tenant.
Drill down in reports and open vouchers is now a separate permission that can be assigned per user. The default setting is “not allowed”. To change the setting, go to the Permission tab under Data Access in Administration.
The buttons Edit/New/Duplicate in Live Reporting is no longer visible if the user doesn’t have license for Report Designer.
The report card is split in two where the upper half (colored area) is a selection area marking the report (instead of the old checkbox). While clicking on the lower half opens the report.
The button Clone is now renamed to Duplicate. The functionality is identical.
The default setting for column header is now “visible”. It is still possible to toggle the setting by clicking the Settings button in the toolbar. The setting affects every report in Live Reporting, and is remembered until you change it.
Release date 21.03.2017
This is our second release in march which brings along multiple bug fixes and a couple of new features. The focus with this release is improving your OSR SKY experience. Some of the workflow and behavior in the portal has changed since last release.
Which tenant a user is logged into is now displayed in the users’ menu in the portal.
If a user belongs to multiple tenants, it is now possible to see which tenant a user currently logged into and switch to another tenant using the same menu.
When two reports are open in Archive at once, trying to add/open an additional report makes the two first reports disappear.
New selection rules apply for multiple items. When cloning a report, the new report will stay selected and the base report will be deselected.
The same apply when creating a new report. The currently selected report will be deselected and the new report will be the selected one.
In list view in Live Reporting the top checkbox is cut
Deleting a shared History Item in Live Reporting does not remove the instance in Archive.
When a Category is shared with other Users, the dialogue for the shared category do not show which Users the category has been shared with
Report parameters do not show to the left of the report in the Filter Sidebar after running the report in Draft mode.
An error is given when a User drag-and-drop reports to a category.
The field Display name is now renamed to “Name”.
When adding a user to a role, the user list is now sorted by name.
Report Designer is Excel add-on and the tool used to design reports. From this release, Report Designer is no longer considered a part of live reporting and thus have its own license assignment. One benefit with this is that users can run reports in Live Reporting without a license for Report Designer.
To be able to edit reports and launch Report Designer from Live Reporting the user need to have e Report Designer license.
It is possible to add an existing user in the tenant host context to a tenant.
Upgrading models for tenants now gives to a confirmation on success.
The list of tenants now show what version of model is installed next to the tenant name.