Release Notes

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

 

  • February to June

    Version: v5.2.30709.0843

     

    What’s New

    • Drilldown layout
    • Change ownership of content
    • Visma Business: New open entries report templates
    • Publisher: Send reports as PDFs
    • Administration: Add information about companies
    • Administration: Create Company and User list reports
    • Administration: Search for tenants, companies, and users in the data tree
    • Visma Business: Visma Reporting History Customer and Supplier
    • Visma Business: New open entries report templates
    • New e-learning courses
    • Fixes

    Drilldown layout

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

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

     

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

     

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

     

     

    Customize the drilldown layout

    1. Click Settings.
    2. Click Drilldown layout.

     

     

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

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

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

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

     

     

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

    7. Edit the drilldown as you want:

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

    8. Click Save.

     

    Revert to default drilldown layout

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

     

    Example: Change drilldown layout

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

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

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

     

    Figure 1 Default drilldown view

     

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

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

     

    We take the following steps:

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

     

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

     

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

     

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

     

    8. Click Save.

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

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

     

    Drilldown before customizing

     

    Drilldown after customizing

     


     

    Change ownership of content

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

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

    Examples of content that can be moved:

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

     

    Remove user from a tenant and move content to another user

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

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

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

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

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

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

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

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

    10. Click Next.

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

    12. Click the Start moving button.

     

    Move content to another user

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

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

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

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

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

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

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

    9. Click Next.

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

    11. Click the Start moving button.

     

    Receiving user takes over content from user

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

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

     

    Live Reporting/Budgeting

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

     

    Publisher

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

     

    Get data

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

     

    Workflow

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

     

    Assignments

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

     


    Publisher: Send reports as PDFs

    Users can now send reports as PDFs from Publisher.

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

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

     


    Administration: Add information about companies

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

    To add company information;

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

     


    Administration: Create Company and User list reports

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

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

    Example of report exported to Excel

     


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

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

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

    To search for users, companies, or tenants;

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

     


    Visma Business: Visma Reporting History Customer and Supplier

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

    Visma Business: New open entries report templates

    For our Norwegian customers, open entries report templates for Accounts Receivables and Payables, for customers and suppliers, are now available here. These reports are built on the new Visma Reporting History Customer and Supplier (‘historiske åpne poster’) logic we have implemented (see above).

     

     


    New e-learning courses

    Administration – Change ownership of content

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

     

    Courses for admins

    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.

     

    Report Designer – Property hierarchy

    In this course, 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.

    Report Designer – 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.

     

    Fixes

    • Long customer names display: Customers who have long customer names have experienced that the name in Administration will only display 30 characters, and thus, will not show the entire customer name. We have fixed this by allowing users to see the whole name by mousing over the customer name.
    • 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.
    • Get Data: Changed texts for Data Import Job options. Some of our customers have reported that they found the texts for the import options a bit unclear, such as understanding that when using the option Last month, this would import data for the past month until today. We have therefore changed some of the texts in the Select Data dialog box, accessed either from the Data Import wizard or from Get Data > Data Import Jobs > New/Edit. We have changed the text to read “Import data from” and added “and onwards”. In addition, we have changed some of the date option texts for added clarity.

     

     

    • Publisher – Drop-down lists: We have fixed an issue where some users have reported that sometimes they cannot see the drop-down lists for templates and/or users.
    • Budgeting – Values for reference data in Line Item Details: We have fixed an issue where some users have received wrong reference data values in the Line Item Details. The issue was reported for Visma Business in reports with double expansions on rows where accounts were grouped per information fields. In these circumstances, the system would retrieve totals for all accounts within the selected information fields. The issue is now solved.
    • Budgeting: Added Save data button in full-screen mode: We have added the Save data button when users enter full-screen mode in Budgeting.
    • Live Reporting/Budgeting: Widened the parameter drop-down field: We have widened the parameter drop-down list field so customers with parameters with long names can see the whole text when making a selection.

     

  • September 2019 to January 2020

    Version: v5.2.30109.0931

     

    What’s New

    • Sign in with Microsoft
    • Introducing Multi-Factor Authentication in OneStop Reporting
    • Single sign-on with Microsoft
    • Administration: New Budgeting user license
    • Access to Data Manager is now a Permission
    • Administration: Changes to Group User permissions
    • Administration: Users are notified when they are added to a tenant
    • Archive: Playlists now sorted by date
    • Live Reporting/Budgeting: Upload, duplicate, create new, and download report or budget templates directly to Categories
    • Live Reporting – Using the mouse to select range of parameter values in the lookup
    • Static mode for reports: Remove or keep formulas in run report
    • Help in current language from Report Designer
    • Report Designer: Changes to Conditional storage Settings on the Budgeting tab
    • Assignments: Download budget from assignment
    • Fixes

     


    Sign in with Microsoft

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

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

    NOTE: The first time you use Sign in with Microsoft, you must approve this as a sign-in method.

     

    Set up new application in Azure Active Directory (AAD)

    To be able to use AAD with the portal, you must register the portal as an app in your AAD tenant and retrieve the Application ID. See Microsoft documentation for more information.

     

    Enable Azure Active Directory (AAD) in OneStop Reporting

    1. In the portal, click  Settings then System settings.
    2. Go to Azure Active Directory.
    3. Turn on the switch Enable Azure Active Directory.
    4. Enter the Application ID from Azure.
    5. Click Save.

    Now, users can sign in to OneStop reporting using their Microsoft account.

    If you want to enforce users to use Microsoft to sign in, see Require Azure Active Directory (AAD) sign-in for all users below.

     

    Require Azure Active Directory (AAD) sign-in for all users

    1. In the portal, click Settings then  Administration.
    2. On the Overview tab, under SECURITY > AZURE ACTIVE DIRECTORY, enter the domain(s) to require Microsoft sign-in for all users. NOTE: The domain(s) you enter here, must be an Azure Active Directory domain(s).
    3. Click Add.

    Now all users are required to use their Microsoft account password to sign in to OneStop Reporting and can no longer use their OneStop Reporting password.

    NOTE: If users have access to multiple tenants where one requires Microsoft sign-in and another does not, then they are required to sign in again when switching to the tenant that requires Microsoft sign-in.

     

    User signs in with Microsoft account when domain requires Microsoft sign-in

    When an administrator has entered a domain under Require Azure Active Directory (AAD) sign-in for the given domains, users will get a Sign in menu where they are asked to select a Microsoft account.

     

    Introducing Multi-Factor Authentication in OneStop Reporting

    To enhance user security in OneStop Reporting, we have made it possible to use Multi-Factor Authentication (MFA) when signing in to the portal.

    MFA is an enhanced security system that verifies a user’s identity by requiring two or more forms of authentication. Rather than just asking for a username and password, MFA requires additional credentials, such as a code from the user’s smartphone.

    MFA is an effective way to provide increased security. Usernames and passwords can be stolen, and they have become increasingly susceptible to brute force attacks. MFA creates multiple layers of security to help increase the confidence that the user requesting access is actually who they claim to be.

    With MFA, even if an attacker manages to learn the user’s username and password, it is useless without also having possession of the additional authentication method. In OneStop Reporting, MFA works by requiring two authentication methods:

    1. Something you know (username and password)
    2. Something you have (an authenticator app on your mobile device)

     

     

    What is an authenticator app and how does it work?

    An authenticator app is usually installed on a smartphone and you scan a barcode or enter a key to create an account. After the account is created, the authenticator app generates a 6-8 digit passcode every 30 seconds. The passcode can, for example, be used for login as an extra authentication method in addition to a username and password.

    The passcodes are generated from a secret code that is shared between the service you are using, such as OneStop Reporting, and your device, as well as the current time.

     

    Google Authenticator app example

     

    Where can I get an authenticator app and which one should I use?

    There are a variety of authenticator apps you can download to your phone from Google Play and the IOS App Store, but we recommend that you use Google Authenticator or Microsoft Authenticator, as those are the ones we have fully tested our MFA solution on.

    Authenticator apps in Google Play

    For more information about installing and setting up an Authenticator app, see Install and set up an Authenticator app

     

    How can I get MFA in OneStop Reporting?

    In OneStop Reporting, users can set up MFA from their user settings. In addition, administrators can enforce an MFA policy for all end users. See the user procedures below for more information:

    • User enables and sets up Multi-Factor Authentication
    • Administrator at top level enables Multi-Factor Authentication policy for all users

     

    (Option 1) User enables and sets up Multi-Factor Authentication

    • Take one of these actions:
      • Click Settings > User settings.
      • On the Home screen, in the upper right-hand corner, click User options > Profile.
    • On the My profile tab, under Security, turn on the Enable Multi-Factor Authentication switch.
    • Install an authenticator app on your mobile device.
      NOTE: You can, for example, use Microsoft Authenticator or Google Authenticator from Google Play or App Store.
    • Scan the image on the screen into your authenticator app.
      NOTE: If you cannot scan the image, you can enter the code you see under If you are unable to scan….
    • In the Code field, enter the code from your authenticator app.
    • Click Verify.

     

    You have now set up MFA for your OneStop Reporting user profile. The next time you log in to OneStop Reporting portal, you must enter your username and password, and then enter a verification code from your authenticator app.

    Click here for video on how to set up MFA on your account:

     

     

    User signs in to OneStop Reporting with Multi-Factor Authentication

    • In the Username/Email field, enter your email or username.
    • In the Password field, enter your password.
    • In the Verification code dialog, enter the code from your authenticator app.
    • Click Verify.

    If you do not have a verification code, click the Do not have a code? link to read more about the MFA setup.

     


    (Option 2) Administrator at top level enables Multi-Factor Authentication (MFA) policy for all users

    • Click Settings > Administration.
    • On the Overview tab, under Security, turn on the Require Multi-Factor Authentication for all users switch.

    NOTE: You can click the More information link to read more about Multi-Factor Authentication (MFA).

    Multi-Factor Authentication (MFA) policy is now enabled for this organization. All users must use MFA to sign into the underlying tenants and groups.

     

     

    User sets up MFA

    If your administrator has enabled a Multi-Factor Authentication (MFA) policy for your organization, you will receive a message:

    Your organization’s security policy requires you to set up Multi-Factor Authentication (MFA) for your account.

    1. Click Next.
    2. Install an authenticator app on your mobile device.
      NOTE: You can, for example, use Microsoft Authenticator or Google Authenticator.
    3. Scan the image on the screen into your authenticator app.
      NOTE: If you cannot scan the image, you can enter the code you see under If you are unable to scan….
    4. In the Code field, enter the code from your authenticator app.
    5. Click Verify.

     

     

    You have now set up MFA for your OneStop Reporting user profile. The next time you log in to OneStop Reporting portal, you must enter your username and password, and then enter a verification code from your authentication app.

     

    User signs in to OneStop Reporting with Multi-Factor Authentication

    1. In the Username/Email field, enter your email or username.
    2. In the Password field, enter your password.
    3. In the Verification code dialog, enter the code from your authenticator app.
    4. Click Verify.

    If you do not have a verification code, click the Do not have a code? link to read more about the MFA setup.


     

    Single sign-on with Microsoft

    If enabled by an administrator, users can now use the Microsoft sign-in option 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.

     

    Enable Azure Active Directory (AAD) in OneStop Reporting

    1. In the portal, click Settings then System settings.
    2. Go to Azure Active Directory.
    3. Turn on the switch Enable Azure Active Directory.
    4. Enter the Application ID from Azure*.
    5. Click Save.

    Now, users can sign in to OneStop reporting using their Microsoft account.

    * To be able to use AAD with the portal, you must register the portal as an app in your AAD tenant and retrieve the Application ID. See Microsoft documentation for more information.

     

    Administrators can also require all users to use Microsoft to sign in. See Require Azure Active Directory (AAD) sign-in for all users below.

     

    Require Azure Active Directory (AAD) sign-in for all users

    NOTE: To be able to use AAD sign-in, you must have enabled AAD in System Settings and entered the Application ID from Azure.

    1. In the portal, click Settings then Administration.
    2. On the Overview tab, under SECURITY > AZURE ACTIVE DIRECTORY, enter the domain(s) to require Microsoft sign-in for all users. NOTE: The domains you enter here, must be an Azure Active Directory domain.
    3. Click Add.

    Now all users are required to use their Microsoft account password to sign in to OneStop Reporting and can no longer use their OneStop Reporting password.

    NOTE: If users have access to multiple tenants where one requires Microsoft sign-in and another does not, then they are required to sign in again when switching to the tenant that requires Microsoft sign-in.

     

    User signs in with Microsoft account when domain requires AAD

    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.


     

    Administration: New Budgeting user license

    We are now introducing a new Budgeting license. Users with this license will have the possibility to budget directly in the Budgeting module. In the past, users were required to have a license for Report Designer to have access to the Budgeting module, but this is no longer necessary.

    In addition to budget directly in the portal, they can download budget templates from the Marketplace, and then download the budgets locally if they want. Furthermore, they can assign budget templates to other users and roles. NOTE: This license does not allow users to upload or create budget templates.

    Users with the Budgeting license will also get access to the Assignments and Workflow modules.

     

    If given the Can edit data from Data Manager permission, they also have access to Data Manager. For more information, see section below.

     

    Access to Data Manager is now a Permission

    Users can now control access to Data Manager from Permissions in Administration.

    To grant a user access to Data Manager;

    1. Click Settings > Administration.
    2. Click the relevant tenant.
    3. On the Users tab, click the user.
    4. Under Permissions, turn on the Can edit data from Data Manager switch.

     

     

    Administration: Changes to Group User permissions

    We have added an option in Administration for Group Users, so that users can be added with full access permissions in all subtenants (data access, drilldown, etc.) without being administrators.

    The three options for Group Users are now:

    • If you want to grant a user Group Administrator rights, turn on the Group Administrator switch. A Group Administrator can manage group users, and create new tenants and subgroups. In addition, they can manage licenses for users and manage the connections for the tenants in the group.
    • If you want to grant a user rights to manage users only for the tenants in the group, turn on the Manage users switch. This permission allows the user to see the Administration pages for the tenants in the group. Users with this permission will also automatically get All permissions.
    • If you want to grant a user all permissions for all tenant in the group, turn on the All permissions switch. This permission gives the user all Access Permissions in the tenants, such as full data access, importing company data, drill-down, etc. without having administrator rights. These users will not be able to see the Administration pages under Settings.

     

     

     

    Administration: Users are notified when they are added to a tenant

    When existing users are added to a tenant, they are notified with information about the user that added them to the tenant.


     

    Archive: Playlists now sorted by date

    Playlists in Archive are now sorted by date. In the past, users would see their unread playlists at the top of the list. We have changed this because most of our users are primarily interested in their most recent reports.

     


     

    Live Reporting/Budgeting: Upload, duplicate, create new, and download report or budget templates directly to Categories

    If you have ( ) selected a Category in Live Reporting or Budgeting, and select to upload, duplicate, create new, or download report/budget template(s) from the Marketplace, the report(s) is automatically added to the selected Category.

    NOTE: You can select multiple categories to add report/budget templates to.

    NOTE: Click here to learn more about managing categories in Live Reporting, or here to learn about managing categories in Budgeting.

     

    Example: Automatically add new report templates to a Category or categories:

    1. In Live Reporting, in the Search & Filters pane, select the Category or categories you want to add report templates to.
    2. Click A picture containing object Description automatically generated Get templates.
    3. Select ( ) the report templates from the list.
    4. Click INSTALL.
    5. Click Cancel.

    The report templates are added to the Category/categories you have selected.

     

     

    Live Reporting – Using the mouse to select range of parameter values in the lookup

    In the past, users had to press Ctrl/Shift to select multiple values in the parameter lookup. Now, users can click a value, then click again and scroll to select a range of values.
    NOTE: This only applies to reports that allow multi-selection for parameters.

     


     

    Static mode for reports: Remove or keep formulas in run report

    Some of our users have very large reports, containing numerous cells with formulas, many that are referring to other cells and functions. This might cause performance issues when running reports in the portal. Therefore, we have made it possible to run reports in “static mode”. This means that all formulas are removed in the workbook and the values are replaced with actual cell values.

    Users can control the formula settings for a report template from the Report Properties in Report Designer. On the Reporting tab, there is now a Keep formulas in run report checkbox. If this checkbox is deselected, the formulas are removed from the report.

    1. The default setting for existing reports is selected (True).
    2. The default setting for new reports is deselected (False).

    NOTE: This option will not have any impact on budgets.

     

    Keep formulas in run reports

    • In Report Designer, on the OneStop Reporting tab, click Report Properties.
    • Click the Reporting tab.
    • Select the Keep formulas in run report checkbox.
    • Click OK.

    All formulas in the generated report are kept during processing.

     

    Remove formulas in run reports

    • In Report Designer, on the OneStop Reporting tab, click Report Properties.
    • Click the Reporting tab.
    • Clear the Keep formulas in run report checkbox.
    • Click OK.

    All formulas in the generated report are now removed during processing, and the values are replaced with actual cell values. When formulas are removed from a report, it is no longer possible to make calculations in run reports in Live Reporting.

    When formulas are removed from the report template, the drilldown will function as normal.

     

    NOTE: For reports that contain advanced formulas, such as IF and INDIRECT in the same formula or when referring to other sheets, it is safest to select the Keep formulas in run report checkbox to ensure the formulas work as intended in the portal.

     


     

    Help in current language from Report Designer

    In the past, users clicking the Help button in Report Designer would get the default language English. Now, users are redirected to the help in Norwegian, Danish or Swedish depending on their language settings.

     

     

    Report Designer: Changes to Conditional storage Settings on the Budgeting tab

    Store even unchanged cells has changed name to Store unchanged cells. The logic remains the same: This option will force data from this cell to always be stored. The application will not do a check whether the input cell has changed its value or not.

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

    • If the option is selected and the cell value is 0 (either entered or calculated), the underlying record will be deleted.
    • If the option is deselected and the cell value is 0 (either entered or calculated), the number 0 will be stored in the underlying record.
    • If the Delete transactions for empty cells checkbox is selected, and the user clears the cell by pressing delete or backspace (or by formula), the underlying record will always be deleted regardless of whether the Delete transactions if cell value is 0 option is selected or not.

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

     


     

    Assignments: Download budget from assignment

    It is now possible to download a budget as an Excel file from an assignment in Assignments. The Download functionality is available both for single assignments from Budgeting and assignments in a workflow.

     


     

    Fixes

    Report Designer: Local date format

    In the past, there have been issues when using, for example, the Norwegian standard date format; day, textual month, and year. The issue has now been solved and the following setting can be used:

     

    Report Designer: Improvements to Expressions and KPI functionality

    For this release, we have worked on improving the KPI and Expressions functionality in Report Designer. Specifically, we have implemented the following fixes:

    • Possible to create KPIs based on multiple factsets
    • KPI and Expression filters now only require quotes if datatype is a string
    • Filters now support operators for strings (begins with, ends with, like, contains)
    • Possible to use KPIs with multiple expressions.

     

    Report Designer: Groups automatically set to None when a user deselects the Expanding checkbox

    We have fixed an issue where users have experienced that the grouping on the Grouping/Sorting tab would still be active even if they deselected the Expanding checkbox. This would cause the group to still expand. The issue is now fixed, so that when a user deselects the Expanding checkbox, the grouping is now automatically set to None.

     

     

    Budgeting: Line Item Details – Expand columns

    Users can now expand columns in Line Item Details if they have large numbers that show a number sign, #, due to lack of space in the column.

    A screenshot of a computer Description automatically generated

     

    Live Reporting: Use user’s language when exporting report as PDF

    In the past, some users have experienced that the language of their report changes to English when they export a report to pdf. This is now fixed, and reports will now have the same language as the user has set as their language.

     

    Assignments

    We have fixed an issue where some users have experienced getting error messages when selecting parameters for their assignments (when the Let User Decide option is selected for parameters in Workflow).

     

     

     

  • May to August 2019

    Version: v5.2.20903.1420

     

    Workflow/Assignments enhancements and fixes

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

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

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

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

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

     

    Everyone with access to a workflow can now see Workflow status

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

    To access the workflow status overview;

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

     

    Direct access to assignments from Workflow status

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

    C:\Users\ashild\AppData\Local\Temp\SNAGHTML399e7d8c.PNG

     

    User assignments: Better visualization in the workflow matrix

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

     

    Select templates: Changed dialog box

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

     

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

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

     

    Assignments: Show name of assignees on assignment cards

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

     

     

    Workflow notifications

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

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

    C:\Users\ashild\AppData\Local\Temp\SNAGHTML153e6781.PNG

     

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

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

    C:\Users\ashild\AppData\Local\Temp\SNAGHTML5d28e487.PNG

     

    Assignments and workflows available for users after completion

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

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

    C:\Users\ashild\AppData\Local\Temp\SNAGHTML5d337944.PNG

     

    Added Collapse/Expand buttons to sections in Assignments

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

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

    C:\Users\ashild\AppData\Local\Temp\SNAGHTML5cfd573c.PNG

     

    Added Search box in the Assignments module

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

     

    Edit Workflow: Change date interval

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

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

    C:\Users\ashild\AppData\Local\Temp\SNAGHTML5d15fc41.PNG

     

    Edit budget templates in published workflows

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

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

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

     

     

    To edit the budget template, click Edit anyway.

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

    To undo the edit;

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

     

     

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

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

     

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

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

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

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

     

    Improved Workflow review

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

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

    C:\Users\ashild\AppData\Local\Temp\SNAGHTML62262a95.PNG

     

    Workflow status issue solved

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

     

    Budgeting

     

    Current period function when assigning budget template

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

     

    Translations

     

    Change language of Help pages

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

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

     

    OneStop Reporting now available in French

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

    To change the language of the portal;

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

     

    Administration

     

    User permissions: Can manage connections

    We have made the following change for user permissions:

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

     

    User permissions: Added Download to Excel as a permission

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

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

     

     

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

     

     

     

    Get Data

     

    Option to lock connections

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

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

     

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

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

     

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

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

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

     

    Changes to Connections display in Get Data

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

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

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

     

     

    Report Designer

     

    No longer support for Office versions lower than 2013

    We no longer support Microsoft Office versions lower than 2013.

     

    Changes to the Sheet per value functionality

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

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

     

    To create Sheet per value;

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

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

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

    6. Click Finish.

     

    Protect non-input cells

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

    To access the Protect non-input cells checkbox;

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

     

    Help available

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

    C:\Users\ashild\AppData\Local\Temp\SNAGHTML5d7f6935.PNG

     

    Changes to Conditional storage Settings on the Budgeting tab

    Store even unchanged cells option has changed name to Store unchanged cells. The logic remains the same: This option will force data from this cell to always be stored. The application will not do a check whether the input cell has changed its value or not.

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

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

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

     

     

     

    Fixes

     

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

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

     

    Report Designer: Switching company

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

     

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

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

     

    Report Designer: Year to Date function

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

     

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

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

     

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

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

     

     

    Data Manager: Possible to use comma as a decimal separator

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

     

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

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

     

     

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

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

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

     

    Budgeting: Lookup gives error when opened in a draft budget

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

     

    Budgeting: Copying and pasting values with decimals

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

     

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

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

     

    Known issues

     

    Report Designer: Avoid groups from disappearing from the Layout Editor

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

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

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

     

  • February to April 2019

    Version: v5.2.20430.1215

     

    Download the latest version here.


    Changes to Administration

    We have made some changes to Administration to accommodate larger accounting firms that use Groups to organize their clients.

     

    Search for users

    We have developed a new Search users functionality, where you can search for users and get information about the user, such as email address, which tenants and/or groups they belong to, and if they have administrator rights.

    To search for a user;

    1. Click Settings > Administration.
    2. Click Search users.
    3. In the Search for users dialog, click the Tenants and Groups tabs to see which group and/or tenant the user has access to.

    NOTE: If you see a Key icon next to the tenant or group, that means the user has administrator rights in that group or tenant.

     

    Changes to the Group level

    We have also made some changes to the Group level.

    For larger organizations, such as accounting firms, it can be useful to organize the tenants into groups. In this way, it is easier for an administrator to add a user to multiple tenants, and giving them permissions and data accesses.

    For the Group level , you now see the tabs shown in the figure:

    Tab Description

    1

    Overview

    Shows the group name. Click C:\Users\ashild\Desktop\iconex_o2\o_collection\o_collection_png\yellow_dark_grey\16x16\pencil.png to edit the group name.

    2

    Group users

    Shows users that have access to the group level. You can add or remove group users. These users will have access to all tenants in the group and will automatically get access to manage other subgroups and tenants within the hierarchy.

    3

    Licensing

    Allocate licenses for users at the group level.

    NOTE: If you do not have a shared license, you will not see this tab.

     

    Manage group users

    Add group users

    A group user is a user who can access all tenants in a group.

    1. Click Settings > Administration.
    2. At the Group level, click the Group users tab.
    3. In the Add group user field, enter the email address and click Add. An invitation e-mail is sent to the new user’s e-mail. The new users will automatically get Tenant Administrator rights.

    NOTE: If you want to grant a user Group Administrator rights, turn on the Group Administrator switch. A Group Administrator can manage group users, and create new tenants and subgroups. In addition, they can manage licenses at the group level.

    NOTE: If you want to grant a user all permissions for all tenant in the group, turn on the All tenant permission switch. This permission gives the user administrator rights for all tenants in the group. In this way, they can manage licenses, users, and roles at the tenant level.

     

    Manage licenses for users at the group level

    1. Click the Licensing tab.
    2. Use the C:\Users\ashild\Desktop\iconex_o2\o_collection\o_collection_png\yellow_dark_grey\16x16\checkbox.png checkboxes to give module access to group users.

    NOTE: Licenses for group users is managed from here and not at the tenant level. At the tenant level, the module accesses will be locked when a user is a group user.

    NOTE: You can see how many available licenses you have in the column headers.

    To see an example on how you can use the Group level, see Organize tenants in groups: An example.

     

    Tenant level permissions and accesses inherited from group level

    Because you now can add users to a tenant by adding them at the Group level, there are some changes to the permissions, data and module access settings on the Users tab at the Tenant level.

    If a user is a Group User, he or she will have a Lock icon next to their names on the Users tab. If the user is given All tenant permissions at the Group level, or is a Group Administrator, their permissions and data access is inherited from the Group level and cannot be managed from the Tenant level.

    Module access is always given at the Group level for Group Users.

     

    Organize tenants in groups by drag-and-drop

    You can now use drag-and-drop to organize the tenants in your groups in the tree structure. You can, for example, move your tenants from one group to another. In addition, you can have a tenant in multiple groups if you want. When you move or add a tenant to a group, the group users are automatically added to the tenant you add or move.

    NOTE: This functionality is only available for users with shared licenses.

     

    Move tenant to another group

    To move a tenant to another group;

    1. Click the tenant and drag it to the group header.
    2. Select the Move here option.

    The group users in the destination group will automatically be added as tenant users.

    NOTE: If you move a tenant from one group to another, the group users from the original group are removed from the tenant.

    C:\Users\ashild\AppData\Local\Temp\SNAGHTML6f484cf1.PNG

    In the example in the figure, we move the Financely tenant under the Team William group to the Team Noora group. All group users from Team William are removed and the group users in Team Noora will be added.

     

    Add tenant to another group

    To add a tenant to another group, while keeping the tenant in the original group;

    1. Click the tenant and drag it to the group header.
    2. Select the Add here option.

    You will now have the tenant in both groups.

    The group users will automatically be added as tenant users.

    C:\Users\ashild\AppData\Local\Temp\SNAGHTML6f48149b.PNG

    In the example in the figure, we add the Financely tenant under the Team William group to the Team Noora group. In this way, we have the Financely tenant under both the Team William group and the Team Noora group. The group users for Team Noora will be added, and the group users for Team William are kept.

     

    Add multiple tenants more quickly

    We have changed the Add tenants dialog box, so it does not close for each tenant you add. In the past, the dialog box would close when you clicked the Create button. Now, the dialog box stays open so you can add multiple tenants until you click the Close button.

     

    Possible to search for users on tenant level

    We have added a Search users functionality to the Tenant level in Administration that allows you to only search for users in that particular tenant.

    To search for a user;

    1. Click Settings > Administration.
    2. Click the Users tab.
    3. In the Search or add users field, start typing the name.

    Marketplace: Possibility to have your own Marketplace

    It is now possible to create your own Marketplace for report templates. This is a feature we mainly offer to accounting firms as it requires OneStop Reporting to set up a separate tenant for this purpose. When you have a Marketplace tenant, you can upload templates to this marketplace and share between your tenants. The users in the other tenants will then only see the report templates you have shared when they click Get templates in Live Reporting or Budgeting.  Please contact support@onestopreporting.com if you want to set up a Marketplace tenant.

     

    Help improvements

    • We have made the context-sensitive help accessible for Internet Explorer users. In the past, the Help pane did not work properly for Internet Explorer users.
    • We have improved the Search functionality. In the past, the search results did not display properly when users entered search terms in the Search field. In addition, we have enabled the search functionality for users with Norwegian interface.
    • We have also made some improvements to the appearance of the Help when users open the help in the browser.

     

     

    Publisher: Publisher jobs will now run at correct time if the server time differs from UTC time

    We have fixed an issue where Publisher jobs would run at incorrect times if the server time differed from UTC-time.

     

    Administration: Delete companies dialog box

    We have changed the dialog box for deleting companies from a tenant in Administration to be more informative. The change has been implemented to make users aware of what happens when they delete a company.

     

    Live Reporting: Today’s date the default date in report templates

    In Live Reporting, if the parameter is a date picker, today’s date is now automatically set.

     

    Get Data: Search for companies when creating a connection

    We have added a Search for companies field when users create a new or edit an existing connection in the Get Data module.

     

    Improved error messages in Data Connection

    We have improved the validation process for data connections. In this way, users will get more detailed error messages with information about the cause of the error.

     

    Service automatically to start on server reboot

    In the past, customers have experienced that the OSR services do not start automatically after server reboot. This would cause reports not being run until the services were manually started again. We have solved this by setting the services to Automatic (Delayed Start) in the installer.

     

    Added Active Directory validation

    We have improved the Active Directory validation process.

    To add Active Directory users to OneStop Reporting, see Active Directory.

     

    Fixes

    • Report Designer: We have fixed an issue where some users experienced that Report Designer would crash if they selected a range, changed color for the range, and ran the report.
    • Report Designer: Solved translation issue for period functions: We have fixed an issue where some customers with Norwegian user interface would get a mix of English and Norwegian terms in the Period Functions menu.
    • Report Designer: Fix for users with proxy servers: In the past, some users have experienced authentication failure when attempting to edit reports in Report Designer from portals sitting behind proxy servers. The issue is now fixed.
    • Voucher viewer: We have fixed an issue where the voucher viewer would crash when the user had unsupported files. Now, the voucher viewer will show a message ”File format not supported: <format>” or ”File conversion failed: <format>” if the voucher viewer is mapped to unsupported file types.

     

    Integration-specific fixes

     

    Visma Business and Visma Global

    • Added period functions: We have added these period functions:
      • Last Quarter Last Year
      • Next Quarter Last Year
      • Quarter to Date Last Year

    Visma Business

    • We have changed display names in Group Reporting and edited the terms for all languages.
    • Drill-down: We have moved the voucher link to the left so the link is easier to access when customers do a drill-down:

     

     

    Visma Admin

    • We have fixed an issue that caused errors in drilldown for some customers.
    • We have fixed an issue where some customers experienced only being able to view data from the connection company.
    • We now have support for creating consolidated reports.

    Visma Global

    • Added period functions: We have added some period function to Visma Global. The period functions are now consistent between Visma Global, Visma Business, Visma Lønn, and Visma Administration.

     

  • October 2018 to January 2019

    (On-Premise)

     

    We have launched OneStop Reporting eLearning

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

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

    On-demand learning

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

    The eLearning module contains:

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

     

    https://help.onestopreporting.com/wp-content/uploads/2019/02/image001-1-1024x679.png

    https://help.onestopreporting.com/wp-content/uploads/2019/02/image003-1-1024x679.png

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

     

    Improved Help

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

    To open the Help pane;

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

    https://help.onestopreporting.com/wp-content/uploads/2019/02/image005-1024x684.png

     

    To open the Help in the browser;

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

     

    https://help.onestopreporting.com/wp-content/uploads/2019/02/image007-1024x668.png

    https://help.onestopreporting.com/wp-content/uploads/2019/02/image009-1024x670.png

     

     

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

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

    To change the language of the portal;

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

     

    Live Reporting: Auto-refresh for report templates

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

     

    https://help.onestopreporting.com/wp-content/uploads/2019/02/image022-1024x462.png

     

    Live Reporting: Export reports and report packages as PDFs

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

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

     

    https://help.onestopreporting.com/wp-content/uploads/2018/11/save-as-pdf.png

     

    Report parameters are now collapsible

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

    To hide the Report parameters sections;

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

     

    https://help.onestopreporting.com/wp-content/uploads/2019/02/image024-1024x375.png https://help.onestopreporting.com/wp-content/uploads/2019/02/image026-1024x326.png

     

     

    Publisher: Added 7 days scheduling

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

    https://help.onestopreporting.com/wp-content/uploads/2019/02/image028.png

    __________________________________________________

    https://help.onestopreporting.com/wp-content/uploads/2019/02/image030.png

     

    Budgeting: Access to Budgeting setup

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

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

     

    Administration: Set up Voucher Service for servers in DMZ

    In the installation wizard, you can install Voucher Service.

     

     

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

     

     

    Administrate Voucher Service settings in OneStop Reporting

    To turn on the Voucher Service;

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

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

    https://help.onestopreporting.com/wp-content/uploads/2019/02/image011.png

     

    Administration: Support for integration extensions

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

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

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

     

    https://help.onestopreporting.com/wp-content/uploads/2019/02/image015-1024x620.png

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

    To remove an extension;

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

     

    Administration: Impossible to remove last Administrators on the customer level

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

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

     

    Report Designer: Partial support for Excel Macro-Enabled Workbook

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

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

     

    Create reports with Excel Macro-Enabled Workbook

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

    https://help.onestopreporting.com/wp-content/uploads/2019/02/image017-1024x576.png

     

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

    The report is uploaded to the portal.

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

     

    https://help.onestopreporting.com/wp-content/uploads/2019/02/image019.png

    Exceptions

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

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

     

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

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

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

     

    https://help.onestopreporting.com/wp-content/uploads/2018/10/image001-1.png

     

    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:

    https://help.onestopreporting.com/wp-content/uploads/2018/10/image003-1.png

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

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

     

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

     

     

    New integrations

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

     

     

    Fixes

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

     

    Upgraded to new SpreadSheetGear version

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

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

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

     

    Integration-specific fixes

     

    Administration: Set dynamic path for Visma Document Center

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

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

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

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

    For outgoing invoices:

    https://help.onestopreporting.com/wp-content/uploads/2019/02/image032.png

    For incoming invoices:

    https://help.onestopreporting.com/wp-content/uploads/2019/02/2018-11-28_14-52-08.png

    (Screen shots are in from a Norwegian user interface)

     

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

     

    Support for PDF in Visma Document Center

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

     

    Visma Global

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

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

    You must do this for each company database.

    https://help.onestopreporting.com/wp-content/uploads/2019/02/image034.png

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

     

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

     

    Dynamics AX

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

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

     

    Dynamics GP

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