{"id":40447,"date":"2026-03-11T18:16:56","date_gmt":"2026-03-11T17:16:56","guid":{"rendered":"http:\/\/Customer%20Success%20team"},"modified":"2026-03-11T18:18:08","modified_gmt":"2026-03-11T17:18:08","password":"","slug":"koncernpaket-periodrapporter-gamla-periodrapporter","status":"publish","type":"docs","link":"https:\/\/oxceed.com\/se\/support\/tillagg\/koncernpaket-periodrapporter-gamla-periodrapporter\/","title":{"rendered":"Koncernpaket – Periodrapporter (Gamla periodrapporter)"},"content":{"rendered":"

Vad \u00e4r koncernpaketet och periodrapporter?<\/h1>\n

Koncernpaketet<\/a> \u00e4r en till\u00e4ggsfunktion i Oxceed. Med periodrapporter kan du skicka avst\u00e4mningsrapporter f\u00f6r f\u00f6retagsgrupper och inkludera resultatrapporter, balansrapporter, nyckeltal och anpassade kommentarer.<\/p>\n

\"\"<\/p>\n

Skapa en mall f\u00f6r koncernperiodrapporter<\/h1>\n
    \n
  1. G\u00e5 till “Design” p\u00e5 prenumerationsniv\u00e5n.<\/li>\n
  2. V\u00e4lj “Periodrapporter”.<\/li>\n
  3. Klicka p\u00e5 “\u00c5tg\u00e4rder” och sedan “Ny periodrapport”.<\/li>\n<\/ol>\n

    \"\"<\/p>\n

    N\u00e4r du skapar en ny mall, fyll i f\u00f6ljande information:<\/strong><\/p>\n

      \n
    • Namn:<\/strong> Ge mallen ett beskrivande namn.<\/li>\n
    • Typ:<\/strong> V\u00e4lj “Periodrapport f\u00f6r f\u00f6retagsgrupp”.<\/li>\n
    • Utg\u00e5 ifr\u00e5n:<\/strong> H\u00e4r kan du v\u00e4lja att basera den nya mallen p\u00e5 en befintlig mall.<\/li>\n<\/ul>\n

      Designa rapportens sektioner och layout<\/h1>\n

      Anpassa din periodrapport med de element som \u00e4r mest relevanta f\u00f6r dina mottagare.<\/p>\n

        \n
      • L\u00e4gg till element:<\/strong> Klicka p\u00e5 menyerna till h\u00f6ger och v\u00e4lj \u00f6nskade nyckeltal, rapporter och andra element.<\/li>\n
      • Flytta element:<\/strong> Dra och sl\u00e4pp elementen f\u00f6r att arrangera dem i \u00f6nskad ordning och skapa den vy du \u00f6nskar.<\/li>\n<\/ul>\n

        \"\"<\/p>\n

        Formatering- och textelement<\/h2>\n
          \n
        • Linje:<\/strong> Anv\u00e4nds som elementsavgr\u00e4nsare f\u00f6r tydlighet.<\/li>\n
        • Sidbrytning:<\/strong> Fixerar element \u00f6ver olika sidor f\u00f6r b\u00e4ttre struktur.<\/li>\n
        • Stor textruta avs\u00e4ndare:<\/strong> En helradsruta f\u00f6r kommentarer fr\u00e5n avs\u00e4ndaren.<\/li>\n<\/ul>\n

          Inkludera grafer<\/h2>\n
            \n
          • Sm\u00e5 nyckeltalsgrafer:<\/strong> Visualisera nyckeltal med grafer som tar upp 25% av radbredden.<\/li>\n<\/ul>\n

            V\u00e4lj rapporter<\/h2>\n
              \n
            • Koncernresultatrapport:<\/strong> L\u00e4gg till en eller flera resultatrapporter<\/li>\n
            • Koncernbalansrapport:<\/strong> Inkludera en eller flera balansrapporter<\/li>\n<\/ul>\n

              Skicka en periodrapport f\u00f6r f\u00f6retagsgruppen<\/h1>\n

              N\u00e4r din mall \u00e4r klar, \u00e4r det dags att skicka rapporten.<\/p>\n

                \n
              1. G\u00e5 in i en specifik f\u00f6retagsgrupp.<\/li>\n
              2. Klicka p\u00e5 “Dokument” i menyn och sedan “Skapa periodrapport”.<\/li>\n
              3. V\u00e4lj den mall du vill anv\u00e4nda<\/li>\n<\/ol>\n

                \"\"<\/p>\n

                \"\"<\/p>\n

                Rapporthantering och distribution<\/h2>\n

                Innan du skickar, finns flera viktiga inst\u00e4llningar:<\/p>\n

                \"\"<\/p>\n

                  \n
                • F\u00f6rhandsgranska:<\/strong> Se hur rapporten kommer att se ut f\u00f6r mottagarna.<\/li>\n
                • Spara utkast:<\/strong> Spara rapporten som ett utkast i “Dokument” f\u00f6r senare redigering.<\/li>\n
                • Skicka:<\/strong> Skicka rapporten till valda mottagare och spara den som publicerad i “Dokument”.<\/li>\n
                • Rapportnamn:<\/strong> Ange ett tydligt visningsnamn f\u00f6r rapporten.<\/li>\n
                • Mottagare:<\/strong> Endast Oxceed-anv\u00e4ndare kan v\u00e4ljas som mottagare. De f\u00e5r en l\u00e4nk till rapporten via e-post. Administrat\u00f6rer kan \u00e4ven \u00f6ppna rapporten direkt i “Dokument”.<\/li>\n
                • F\u00f6retagsgrupp:<\/strong> Namnet p\u00e5 den aktuella f\u00f6retagsgruppen visas. H\u00e5ll muspekaren \u00f6ver namnet f\u00f6r att se vilka bolag som ing\u00e5r.<\/li>\n
                • Taggar:<\/strong> Anv\u00e4nd taggar f\u00f6r att kategorisera rapporter. Detta underl\u00e4ttar filtrering i “Dokument”.<\/li>\n
                • Period:<\/strong> V\u00e4lj vilken period rapporten avser (en eller flera perioder, t.ex. ett kvartal eller halv\u00e5r).<\/li>\n
                • Avs\u00e4ndare:<\/strong> Fylls automatiskt i med den som skickar rapporten.<\/li>\n<\/ul>\n

                  Hantera avs\u00e4ndarkommentarer<\/h2>\n

                  Avs\u00e4ndarkommentarer ger dig m\u00f6jlighet att addera personliga insikter och f\u00f6rklaringar till rapporten. Textrutan f\u00f6r kommentarer anpassar sig efter textm\u00e4ngden. Rubriken “Avs\u00e4ndarkommentar” kan ocks\u00e5 \u00e4ndras.<\/p>\n

                  Standardtexter:<\/strong> Skapa och anv\u00e4nd standardtexter f\u00f6r \u00e5terkommande kommentarer.<\/p>\n

                  \"\"<\/p>\n

                    \n
                  1. G\u00e5 till “Inst\u00e4llningar” p\u00e5 prenumerationsniv\u00e5.<\/li>\n
                  2. V\u00e4lj “Periodrapporter”, sedan “Standardtexter” och “L\u00e4gg till ny text”.<\/li>\n
                  3. Ge textstycket ett namn och skriv in din text.<\/li>\n
                  4. N\u00e4r du sedan skickar en rapport, v\u00e4lj din standardtext fr\u00e5n rullistan vid kommentarsrutan.<\/li>\n<\/ol>\n

                    V\u00e4lja rapporter att visa<\/h2>\n

                    Om du har lagt till element f\u00f6r resultat- och balansrapporter i mallen, kan du direkt i periodrapporten v\u00e4lja vilka specifika rapporter som ska visas. Alla rapporter som \u00e4r synliga i huvudmenyn under “Rapporter – Resultat\/Balans” \u00e4r tillg\u00e4ngliga h\u00e4r.<\/p>\n

                    \"\"<\/p>\n

                    F\u00f6r att budgetdata ska visas i en resultatrapport inom en periodrapport, m\u00e5ste budgetversionen ha statusl\u00e4get “Standardbudget”. G\u00e5 till respektive f\u00f6retag under “Budget – Resultat”, klicka p\u00e5 hamburgermenyn f\u00f6r budgeten och v\u00e4lj “Egenskaper”.<\/p>\n

                    \u00c5tg\u00e4rder f\u00f6r skickade periodrapporter<\/h1>\n

                    Du har flera hanteringsalternativ f\u00f6r redan skickade rapporter. Hovra \u00f6ver rapporten och klicka p\u00e5 hamburgermenyn f\u00f6r att se \u00e5tg\u00e4rderna:<\/p>\n

                    \"\"<\/p>\n

                      \n
                    • Ladda ner dokumentet:<\/strong> Exportera rapporten till PDF f\u00f6r att dela med personer utanf\u00f6r Oxceed. Observera att PDF-filen \u00e4r statisk, medan Oxceed-versionen till\u00e5ter interaktivitet (klicka p\u00e5 belopp, hovra \u00f6ver diagram).<\/li>\n
                    • Kopiera:<\/strong> Skapa en kopia av en tidigare skickad rapport f\u00f6r att \u00e5teranv\u00e4nda mallen. Detta sparar tid genom att du bara beh\u00f6ver \u00e4ndra rapportnamn, period och avs\u00e4ndarkommentarer f\u00f6r n\u00e4sta utskick.<\/li>\n
                    • \u00c4ndra egenskaper:<\/strong> Justera taggar som \u00e4r kopplade till dokumentet.<\/li>\n
                    • Radera dokument:<\/strong> Tar bort periodrapporten permanent fr\u00e5n arkivet.<\/li>\n
                    • \u00c5terkalla dokument:<\/strong> Dra tillbaka en rapport som redan skickats. Detta \u00e4r anv\u00e4ndbart f\u00f6r att korrigera fel samtidigt som originalversionen bevaras. Mottagarna f\u00e5r ett meddelande om att rapporten har \u00e5terkallats och kan inte l\u00e4ngre se den i Oxceed.<\/li>\n<\/ul>\n

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

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

                      Vad \u00e4r koncernpaketet och periodrapporter? Koncernpaketet \u00e4r en till\u00e4ggsfunktion i Oxceed. Med periodrapporter kan du skicka avst\u00e4mningsrapporter f\u00f6r f\u00f6retagsgrupper och inkludera resultatrapporter, balansrapporter, nyckeltal och anpassade kommentarer. Skapa en mall f\u00f6r koncernperiodrapporter G\u00e5 till “Design” p\u00e5 prenumerationsniv\u00e5n. V\u00e4lj “Periodrapporter”. Klicka p\u00e5 “\u00c5tg\u00e4rder” och sedan “Ny periodrapport”. N\u00e4r du skapar en ny mall, fyll i f\u00f6ljande […]<\/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":[1372578],"doc_tag":[],"class_list":["post-40447","docs","type-docs","status-publish","hentry","doc_category-tillagg"],"acf":[],"year_month":"2026-04","word_count":742,"total_views":"50","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":"Till\u00e4gg","term_url":"https:\/\/oxceed.com\/se\/support-category\/tillagg\/"}],"doc_tag_info":[],"yoast_head":"\nKoncernpaket - Periodrapporter (Gamla periodrapporter) - 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\/docs\/koncernpaket-periodrapporter-gamla-periodrapporter\/\" \/>\n<meta property=\"og:locale\" content=\"en_GB\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Koncernpaket - Periodrapporter (Gamla periodrapporter)\" \/>\n<meta property=\"og:description\" content=\"Vad \u00e4r koncernpaketet och periodrapporter? Koncernpaketet \u00e4r en till\u00e4ggsfunktion i Oxceed. Med periodrapporter kan du skicka avst\u00e4mningsrapporter f\u00f6r f\u00f6retagsgrupper och inkludera resultatrapporter, balansrapporter, nyckeltal och anpassade kommentarer. Skapa en mall f\u00f6r koncernperiodrapporter G\u00e5 till “Design” p\u00e5 prenumerationsniv\u00e5n. V\u00e4lj “Periodrapporter”. Klicka p\u00e5 “\u00c5tg\u00e4rder” och sedan “Ny periodrapport”. 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