Visma Net
Place the analytical report in a workspace
A designed analytical report must be placed on the Visma Net site to be available to users. To do that, you use the Report definitions (CS206000) window.
To place the report in your preferred workspace, do the following steps:
- Open the Report definitions (CS206000) window and create the report with the parameters that you would like.
- In the Location field, select the folder where you want to place the report. We recommend that you place it in the Reports folder in the workspace you choose.
- Click
.
- To see the report, go to the workspace and area where you placed it. For example, if you selected General ledger, then Reports and Financial statements in step 2, go to the menu item and workspace General ledger, and either search for the report by the name you gave it or look for it in the workspace.
You may have to click Show the full menu to see all reports and financial statements.
- You can now open and run the report from the workspace where you placed it.