OneStop Reporting Light is our free-of-charge reporting solution for Visma Business. This version of OneStop Reporting is available as part of the Visma Business license.
We offer a set of reports for your basic reporting needs.
There are three main ways to get started with OneStop Reporting Light:
NOTE: OneStop Reporting Light users must be Users (and not just in the Employee table) in Visma Business with the same email address as in OneStop Reporting. The user must also have a license and access to at least one module in Visma Business.
When you install Visma Business version 15.10, you get the option to install OneStop Reporting Light.
You will receive an email inviting you to the OneStop Reporting portal.
If you have a lower version of Visma Business than 15.10, you can do the following to get started with OneStop Reporting Light:
Go to https://signup.onestopreporting.com/light and fill in the required information.
Then you need to install Cloud Agent and establish a data connection to Visma Business. The steps are described below: Data connection and Cloud Agent.
For customers who already have the full version of OneStop Reporting, you can create new Light tenants in your administration.
Customers who have not set up OneStop Reporting via Business 15.10 installer must install OneStop Reporting Cloud Agent on their server and set up a connection as described in the steps below.
Usually, an administrator installs and configures the Cloud Agent, as it may require special knowledge of the local servers as well as of your ERP system. Here are some things to consider before installing your agent:
There are two ways to download the installation file:
b. Dowload the installation file from here.
The Cloud Agent Administration screen opens in your browser (http: // localhost: 5002 /). From here you can add a data source and pair it with a connection in the portal.
NOTE: If you are using a proxy server, click the Settings button to access the proxy server settings.
NOTE: You can access the Cloud Agent Administration at any time to add data sources, from http: // localhost: 5002.
Under Database access, enter connection details to the ERP system database.
2. In the Server name field, enter the name of the SQL-server.
3. In the Database field, enter the name of the database for the ERP-main database. For example, for Visma Business it will be vbsys.
4. Select SQL Server Authentication or Windows Authentication * under Authentication. If you select SQL Server Authentication, you must fill in credetials.
5. Under File access, in the Add path field, specify the file path for the vouchers (if you are going to use vouchers). You can add more paths by clicking Add.
NOTE: The account running the OneStop Reporting Cloud Agent service must have access to the paths added here. By default, this account is the local system account. You can change the account, see the procedure under “Change OneStop Reporting Cloud Agent Service Account” below for more information.
6. In the Name field, enter a name for this data source.
7. Click Save.
* You can choose whether to configure the connection with an SQL user or Windows authentication:
You will now receive a pairing key that you must use to set up a connection in the OneStop Reporting portal. Copy the pairing key, you will need it when setting up connections in OneStop Reporting.
IMPORTANT: It is important that you copy and keep the pairing key. OneStop Reporting does not have access to this information, as it is your private information.
By default, the OSR Cloud Agent service account is set up to be local. This can be changed if, for example, you need to access documents located on another file server.
NOTE: The account you created here is also the account that needs permission to access the path (s) where the vouchers are stored.
NOTE: The user must have permission to modify the folder: Program Files \ OneStop Reporting \ Cloud Agent \ Agent Configuration.
The next thing you need to do is set up a connection to your OneStop Reporting data.
NOTE: To access the OneStop Reporting Portal, you must accept the invitation in the email you received from OneStop Reporting.
IMPORTANT: Make sure you are in the correct tenant before setting up a connection. To change tenant;
Do not have the pairing key? If you did not install Cloud Agent yourself, contact the person who installed it for you. NOTE: If you have already created a connection and want to create a new one, you can find and copy the pairing key from an existing connection by clicking on the connection and then on Edit.
3. Click Next.
4. Select company/companies you want to create a connection to, in the Companies list.
5. Click Next.
6. In the Connection name field, enter a name for the connection.
NOTE: You cannot change the connection name later.
7. Click Save and continue.
8. Select the following under Select document provider:
a. None, if you are not going to use vouchers.
b. Click Finish.
On the Users tab for the tenant, you can manage existing users and add new users.
NOTE: A validation process takes place once you have added your email addresses. If an email address is in the wrong format, it will appear in the Error field on the left. Hover over the information icon to see the cause of the error. If the error is due to invalid email addresses, you must fix the address before proceeding to the next step.
An additional check is also performed to validate that the user exists in Visma Business.
It is possible to mark a user as an Auditor. The advantage of this is if, for example, you want to add temporary users and be able to easily identify such users.
NOTE: Marking a user as an auditor does not grant the user permissions or access rights.
Mark a user as an Auditor:
You can easily search for users marked as Auditor:
To download new report templates:
Here you will find an overview of our standard report templates included in OneStop Reporting Light: https://onestopreporting.com/standardrapporter-light/ (Information in Norwegian only.)
The reports can be used as they are with direct connection to Visma Business. If you want to customize the reports or create your own reports, you can upgrade to the full version of OneStop Reporting and get full access to all functionalities.
To add data to a new report, or update an existing report with new data, you must run the report. To do so:
2. Click to select / edit the period for which you want to retrieve data.
3. If you have multiple companies, select Company.
4. Click Run. The report will be updated.
In a run report template in Reporting, do the following:
In OneStop Reporting, we have a standard chart of accounts, but you can customize these to your business needs. The changes you make to the chart of accounts are reflected in the reports in OneStop Reporting.
You can customize the chart of accounts at the top, tenant or company level. For example, if you make changes at the tenant level, all companies under this tenant will receive the customized chart of accounts.
Note that you must be a top-level, group, or tenant-level administrator to access the chart of accounts tool, and the levels you have access to change depend on which level you have administrator rights for.
For top and tenant level, the account overview always performs a validation of the accounts against one of your companies. If you want to change the reference company for this validation, you can change it in the Reference company list at the top right.
If you see an “Not mapped accounts” alert in a yellow box, it means you have accounts that are not part of the chart of accounts. We strongly recommend that you resolve issues, but this warning will not prevent you from adjusting 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:
|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:
|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:
|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.*|