{"id":40385,"date":"2026-03-11T18:16:54","date_gmt":"2026-03-11T17:16:54","guid":{"rendered":"http:\/\/Customer%20Success%20team"},"modified":"2026-05-18T14:16:27","modified_gmt":"2026-05-18T12:16:27","password":"","slug":"designa-resultatrapporter-i-oxceed","status":"publish","type":"docs","link":"https:\/\/oxceed.com\/se\/support\/rapporter\/designa-resultatrapporter-i-oxceed\/","title":{"rendered":"Designa resultatrapporter"},"content":{"rendered":"\n

Denna artikel avser v\u00e5r gamla version av rapporter. <\/mark><\/p>\n\n\n\n

V\u00e5ra nya rapporter h\u00e5ller p\u00e5 att rullas fr\u00e5n 20 maj 2026.<\/p>\n\n\n\n

Designa resultatrapporter<\/h1>\n\n\n\n

Denna guide beskriver i detalj hur du skapar, anpassar och finjusterar resultatrapporter. H\u00e4r g\u00e5r vi igenom allt fr\u00e5n att l\u00e4gga upp en ny mall till att konfigurera rad- och kolumninst\u00e4llningar.<\/p>\n\n\n\n

Hantera rapportmallar p\u00e5 prenumerationsniv\u00e5<\/h1>\n\n\n\n

Du administrerar dina mallar under Design > Resultatrapporter p\u00e5 prenumerationsniv\u00e5. H\u00e4r ser du b\u00e5de systemmallar och dina egna anpassade mallar.<\/p>\n\n\n\n

Skapa eller kopiera en rapport<\/h2>\n\n\n\n

F\u00f6r att b\u00f6rja arbeta med en rapport har du tv\u00e5 val:<\/p>\n\n\n\n

    \n
  1. Ny resultatrapport:<\/strong> Skapar en helt tom rapportmall som du bygger fr\u00e5n grunden. N\u00e5s via knappen “\u00c5tg\u00e4rder”.<\/li>\n\n\n\n
  2. Kopiera systemmall:<\/strong> Systemmallar (standardrapporter) \u00e4r l\u00e5sta f\u00f6r redigering. F\u00f6r att \u00e4ndra i en s\u00e5dan m\u00e5ste du f\u00f6rst hovra \u00f6ver den i listan, klicka p\u00e5 hamburgermenyn och v\u00e4lja “Skapa en kopia av rapportmallen”.<\/li>\n<\/ol>\n\n\n\n
    \"\"<\/figure>\n\n\n\n

    <\/p>\n\n\n\n

    Hantera befintliga mallar<\/h2>\n\n\n\n

    Via hamburgermenyn p\u00e5 en rapport i listan kan du \u00e4ven:<\/p>\n\n\n\n

      \n
    • Redigera:<\/strong> \u00d6ppnar designl\u00e4get.<\/li>\n\n\n\n
    • Tilldela f\u00f6retag:<\/strong> Styr vilka bolag i prenumerationen som ska ha tillg\u00e5ng till rapporten.<\/li>\n\n\n\n
    • Inst\u00e4llningar:<\/strong> H\u00e4r kan du bl.a. st\u00e4lla in om rapporten ska anv\u00e4ndas som en projektrapport.<\/li>\n\n\n\n
    • Ta bort:<\/strong> Tar bort mallen fr\u00e5n hela prenumerationen.<\/li>\n<\/ul>\n\n\n\n
      \"\"<\/figure>\n\n\n\n

      <\/p>\n\n\n\n

      Designa rader och sektioner<\/h1>\n\n\n\n

      Rader bygger upp strukturen i din rapport (konton, rubriker och summeringar).<\/p>\n\n\n\n

      L\u00e4gga till och hantera rader<\/h2>\n\n\n\n
        \n
      • Ny huvudrad:<\/strong> Klicka p\u00e5 “L\u00e4gg till rad” uppe till v\u00e4nster. Raden hamnar i h\u00f6gsta niv\u00e5n (fetstil).<\/li>\n\n\n\n
      • Ny underrad (Gruppering):<\/strong> Hovra \u00f6ver en befintlig rad, klicka p\u00e5 menyn och v\u00e4lj “L\u00e4gg till rad”. Detta skapar en hierarki d\u00e4r huvudraden kan summera underraderna.<\/li>\n\n\n\n
      • Flytta\/Kopiera:<\/strong> Via menyn p\u00e5 raden kan du flytta den (upp\/ner\/v\u00e4nster) eller “Kopiera rad” (anv\u00e4ndbart f\u00f6r att slippa g\u00f6ra om inst\u00e4llningar f\u00f6r liknande rader).<\/li>\n\n\n\n
      • Ta bort:<\/strong> Raderar raden och<\/em> eventuella underrader.<\/li>\n<\/ul>\n\n\n\n
        \"\"<\/figure>\n\n\n\n

        <\/p>\n\n\n\n

        Radens egenskaper (Inst\u00e4llningar)<\/h2>\n\n\n\n

        Klicka p\u00e5 en rad f\u00f6r att konfigurera exakt hur den ska bete sig:<\/p>\n\n\n\n

        \"\"<\/figure>\n\n\n\n

        <\/p>\n\n\n\n

          \n
        • Namn:<\/strong> Rubriken som visas i rapporten.<\/li>\n\n\n\n
        • Tom rad:<\/strong> G\u00f6r raden osynlig (anv\u00e4nds f\u00f6r struktur).<\/li>\n\n\n\n
        • Visa summa p\u00e5 raden:<\/strong> Visar totalbeloppet direkt p\u00e5 denna rad.<\/li>\n\n\n\n
        • Visa konton:<\/strong> G\u00f6r raden expanderbar s\u00e5 att man kan se de enskilda bokf\u00f6ringskontona under rubriken. (Ej valbart p\u00e5 grupprubriker)<\/em>.<\/li>\n\n\n\n
        • Visa summa under raden:<\/strong> Skapar en automatisk summeringsrad i slutet av gruppen.<\/li>\n\n\n\n
        • Summera till ovanliggande rad:<\/strong> L\u00e5ter grupprubriken visa summan av underraderna.<\/li>\n<\/ul>\n\n\n\n

          Koppla konton till raden<\/h2>\n\n\n\n

          Under “Inkludera konton” anger du vilka konton som ska ing\u00e5:<\/p>\n\n\n\n

            \n
          • Ange ett intervall (t.ex. 3000-3999) eller enstaka konton.<\/li>\n\n\n\n
          • Viktigt:<\/strong> Du m\u00e5ste klicka p\u00e5 bocken bredvid f\u00e4ltet f\u00f6r att spara kontona till raden.<\/li>\n\n\n\n
          • Exkludera konton:<\/em> H\u00e4r kan du specificera konton inom intervallet som inte<\/em> ska vara med.<\/li>\n<\/ul>\n\n\n\n
            \"\"<\/figure>\n\n\n\n

            <\/p>\n\n\n\n

              \n
            • Nyckeltal:<\/em> Du kan \u00e4ven koppla ett nyckeltal till raden h\u00e4r.<\/li>\n<\/ul>\n\n\n\n

              Designa kolumngrupper (Tidsperioder)<\/h1>\n\n\n\n

              Kolumngrupper styr vilken tidsperiod (t.ex. M\u00e5nad eller Ackumulerat) som datan ska h\u00e4mtas ifr\u00e5n.<\/p>\n\n\n\n

              L\u00e4gg till och st\u00e4ll in grupper<\/h2>\n\n\n\n

              Klicka p\u00e5 “L\u00e4gg till kolumngrupp”. Klicka sedan p\u00e5 pennan vid grupprubriken f\u00f6r att st\u00e4lla in period:<\/p>\n\n\n\n

              \"\"<\/figure>\n\n\n\n

              <\/p>\n\n\n\n

                \n
              • Vald m\u00e5nad:<\/strong> Visar datan f\u00f6r den m\u00e5nad du v\u00e4ljer i filtret.<\/li>\n\n\n\n
              • Ackumulerad period:<\/strong> Fr\u00e5n \u00e5rets start fram till vald m\u00e5nad.<\/li>\n\n\n\n
              • Hel\u00e5r:<\/strong> Hela r\u00e4kenskaps\u00e5ret.<\/li>\n\n\n\n
              • Resterande del av \u00e5r:<\/strong> Fr\u00e5n m\u00e5naden efter <\/em>vald m\u00e5nad till \u00e5rets slut.<\/li>\n\n\n\n
              • Rullande 12:<\/strong> Totalen fr\u00e5n vald m\u00e5nad och 11 m\u00e5nader bak\u00e5t.<\/li>\n\n\n\n
              • Kvartal:<\/strong> Visar alla kvartal.<\/li>\n\n\n\n
              • Totalt:<\/strong> (Ofta f\u00f6r projekt) Visar totalen fr\u00e5n start till vald m\u00e5nad.<\/li>\n<\/ul>\n\n\n\n
                \"\"<\/figure>\n\n\n\n

                <\/p>\n\n\n\n

                Specialinst\u00e4llningar f\u00f6r gruppen<\/h2>\n\n\n\n
                  \n
                • Upprepa kolumner:<\/strong>\n
                    \n
                  • Inget:<\/em> Visar kolumnerna en g\u00e5ng f\u00f6r den valda perioden.<\/li>\n<\/ul>\n<\/li>\n<\/ul>\n\n\n\n
                    \"\"<\/figure>\n\n\n\n

                    <\/p>\n\n\n\n

                      \n
                    • \n
                        \n
                      • Per m\u00e5nad:<\/em> Om du valt ett intervall (t.ex. jan-mar) upprepas kolumnerna f\u00f6r varje<\/em> m\u00e5nad i intervallet.<\/li>\n<\/ul>\n<\/li>\n<\/ul>\n\n\n\n
                        \"\"<\/figure>\n\n\n\n

                        <\/p>\n\n\n\n

                          \n
                        • Visa kostnadsst\u00e4llen sida vid sida:<\/strong> Skapar automatiskt en upps\u00e4ttning kolumner f\u00f6r varje kostnadsst\u00e4lle bredvid varandra.<\/li>\n<\/ul>\n\n\n\n
                          \"\"<\/figure>\n\n\n\n
                          \"\"<\/figure>\n\n\n\n

                          <\/p>\n\n\n\n

                          Designa kolumner (Datatyper)<\/h1>\n\n\n\n

                          Inuti varje kolumngrupp best\u00e4mmer du vilken typ<\/em> av data som ska visas (t.ex. utfall eller budget). L\u00e4gg till nya under pennan via plustecknet (+) i gruppen.<\/p>\n\n\n\n

                          Tillg\u00e4ngliga kolumntyper<\/h2>\n\n\n\n

                          Du kan v\u00e4lja exakt vad varje kolumn ska visa:<\/p>\n\n\n\n

                          \"\"<\/figure>\n\n\n\n

                          <\/p>\n\n\n\n

                            \n
                          • Utfall:<\/strong>\n
                              \n
                            • Utfall:<\/em> Faktiskt v\u00e4rde f\u00f6r vald period.<\/li>\n\n\n\n
                            • Utfall fg. period:<\/em> F\u00f6reg\u00e5ende m\u00e5nad.<\/li>\n\n\n\n
                            • Utfall fg. \u00e5r:<\/em> Samma period f\u00f6reg\u00e5ende \u00e5r.<\/li>\n\n\n\n
                            • Utfall \u00e5r -2 \/ -3:<\/em> Utfall tv\u00e5 eller tre \u00e5r bak\u00e5t.<\/li>\n<\/ul>\n<\/li>\n\n\n\n
                            • Budget:<\/strong>\n
                                \n
                              • Budget:<\/em> Fr\u00e5n vald budgetversion.<\/li>\n\n\n\n
                              • Budget 2:<\/em> J\u00e4mf\u00f6r mot en annan budgetversion.<\/li>\n\n\n\n
                              • Autoprognos:<\/em> Utfall hittills + budget f\u00f6r resten av \u00e5ret (endast f\u00f6r hel\u00e5rsgrupper).<\/li>\n<\/ul>\n<\/li>\n\n\n\n
                              • Avvikelse (Diff):<\/strong>\n
                                  \n
                                • Avv. fg. \u00e5r:<\/em> Utfall minus f\u00f6reg\u00e5ende \u00e5r.<\/li>\n\n\n\n
                                • Avv. % fg. \u00e5r:<\/em> Procentuell f\u00f6r\u00e4ndring.<\/li>\n\n\n\n
                                • Avv budget:<\/em> Utfall minus budget.<\/li>\n\n\n\n
                                • Avv. % budget:<\/em> Procentuell avvikelse mot budget.<\/li>\n\n\n\n
                                • Budget 1 – 2 \/ 2 – 1:<\/em> Diff mellan tv\u00e5 budgetar.<\/li>\n\n\n\n
                                • Autopr.-budget:<\/em> Autoprognos minus budget.<\/li>\n<\/ul>\n<\/li>\n\n\n\n
                                • % av oms\u00e4ttning:<\/strong>\n
                                    \n
                                  • Visar utfall, budget eller f\u00f6reg\u00e5ende \u00e5r i relation till oms\u00e4ttningen.<\/li>\n<\/ul>\n<\/li>\n<\/ul>\n\n\n\n

                                    Inst\u00e4llningar vid visning och export<\/h1>\n\n\n\n

                                    N\u00e4r rapporten anv\u00e4nds p\u00e5 ett f\u00f6retag kan du g\u00f6ra ytterligare val via menyn (tre prickar) uppe till h\u00f6ger:<\/p>\n\n\n\n

                                    \"\"<\/figure>\n\n\n\n

                                    <\/p>\n\n\n\n

                                      \n
                                    • Exportera:<\/strong>\n
                                        \n
                                      • Excel:<\/em> H\u00e4mta rapporten till Excel<\/li>\n\n\n\n
                                      • Exportera alla kostnadsst\u00e4llen:<\/em> Skapar en Excel-fil d\u00e4r varje kostnadsst\u00e4lle f\u00e5r en egen flik.<\/li>\n\n\n\n
                                      • PDF:<\/em> H\u00e4mta rapporten till PDF<\/li>\n<\/ul>\n<\/li>\n\n\n\n
                                      • Kopiera:<\/strong> Kopierar rapporten och du kan sedan redigera den nya rapportmallen<\/li>\n\n\n\n
                                      • Mallinst\u00e4llningar:<\/strong>\n
                                          \n
                                        • Visa\/G\u00f6m konton:<\/em> V\u00e4lj om samtliga rader och konton ska visas n\u00e4r du g\u00e5r in p\u00e5 rapporten<\/li>\n\n\n\n
                                        • Export:<\/em> Styr om konton ska synas eller d\u00f6ljas vid export till PDF\/Excel.<\/li>\n\n\n\n
                                        • Namn:<\/em> Byt namn p\u00e5 rapporten<\/li>\n<\/ul>\n<\/li>\n<\/ul>\n\n\n\n

                                          Ut\u00f6ver detta finns det \u00e4ven m\u00f6jlighet att redigera rapporten direkt inne p\u00e5 bolaget. Du klickar d\u00e5 p\u00e5 “Redigera” uppe till h\u00f6ger f\u00f6r att n\u00e5 redigeringsl\u00e4get.<\/p>\n\n\n\n

                                          <\/p>\n","protected":false},"excerpt":{"rendered":"

                                          Denna artikel avser v\u00e5r gamla version av rapporter. V\u00e5ra nya rapporter h\u00e5ller p\u00e5 att rullas fr\u00e5n 20 maj 2026. Designa resultatrapporter Denna guide beskriver i detalj hur du skapar, anpassar och finjusterar resultatrapporter. H\u00e4r g\u00e5r vi igenom allt fr\u00e5n att l\u00e4gga upp en ny mall till att konfigurera rad- och kolumninst\u00e4llningar. Hantera rapportmallar p\u00e5 prenumerationsniv\u00e5 […]<\/p>\n","protected":false},"author":15,"featured_media":0,"comment_status":"closed","ping_status":"closed","template":"","meta":{"_acf_changed":false,"_trash_the_other_posts":false,"editor_notices":[],"footnotes":""},"doc_category":[1372576],"doc_tag":[],"class_list":["post-40385","docs","type-docs","status-publish","hentry","doc_category-rapporter"],"acf":[],"year_month":"2026-06","word_count":972,"total_views":"163","reactions":{"happy":"0","normal":"0","sad":"0"},"author_info":{"name":"Customer Success team","author_nicename":"customer-success-team","author_url":"https:\/\/oxceed.com\/se\/author\/customer-success-team\/"},"doc_category_info":[{"term_name":"Rapporter","term_url":"https:\/\/oxceed.com\/se\/support-category\/rapporter\/"}],"doc_tag_info":[],"yoast_head":"\nDesigna resultatrapporter - Oxceed Sweden<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/oxceed.com\/se\/support\/rapporter\/designa-resultatrapporter-i-oxceed\/\" \/>\n<meta property=\"og:locale\" content=\"en_GB\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Designa resultatrapporter\" \/>\n<meta property=\"og:description\" content=\"Denna artikel avser v\u00e5r gamla version av rapporter. 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V\u00e5ra nya rapporter h\u00e5ller p\u00e5 att rullas fr\u00e5n 20 maj 2026. Designa resultatrapporter Denna guide beskriver i detalj hur du skapar, anpassar och finjusterar resultatrapporter. H\u00e4r g\u00e5r vi igenom allt fr\u00e5n att l\u00e4gga upp en ny mall till att konfigurera rad- och kolumninst\u00e4llningar. 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