{"id":40454,"date":"2026-03-11T18:16:56","date_gmt":"2026-03-11T17:16:56","guid":{"rendered":"http:\/\/Customer%20Success%20team"},"modified":"2026-03-11T18:18:00","modified_gmt":"2026-03-11T17:18:00","password":"","slug":"balansrapporter","status":"publish","type":"docs","link":"https:\/\/oxceed.com\/se\/support\/rapporter\/balansrapporter\/","title":{"rendered":"Balansrapporter"},"content":{"rendered":"

Skapa och hantera balansrapporter<\/h1>\n

Under sektionen “Design” p\u00e5 prenumerationsniv\u00e5 kan du skapa och hantera alla dina rapportmallar.<\/p>\n

S\u00e5 h\u00e4r skapar du en ny rapport:<\/strong><\/p>\n

    \n
  1. Klicka p\u00e5 “\u00c5tg\u00e4rder”.<\/li>\n
  2. V\u00e4lj “Ny balansrapport”.<\/li>\n
  3. N\u00e4r en ny rapportmall \u00e4r skapad kan den tilldelas specifika f\u00f6retag inom din prenumeration.<\/li>\n<\/ol>\n

    Tilldela rapporter till f\u00f6retag:<\/strong><\/p>\n

      \n
    1. Hovra \u00f6ver den \u00f6nskade rapporten.<\/li>\n
    2. Klicka p\u00e5 hamburgermenyn (tre horisontella linjer).<\/li>\n
    3. V\u00e4lj “Tilldela f\u00f6retag”.<\/li>\n<\/ol>\n

      Redigera och kopiera befintliga rapporter:<\/strong><\/p>\n

        \n
      • Redigera: Hovra \u00f6ver rapportmallen, klicka p\u00e5 hamburgermenyn och v\u00e4lj “Redigera”.<\/li>\n
      • Kopiera: Att kopiera en rapportmall \u00e4r s\u00e4rskilt anv\u00e4ndbart om du vill utg\u00e5 fr\u00e5n en befintlig mall och g\u00f6ra mindre justeringar f\u00f6r ett annat f\u00f6retag. Detta bibeh\u00e5ller rapportens struktur och sparar tid fr\u00e5n att designa en ny rapport fr\u00e5n grunden. Observera att systemmallarna i Oxceed \u00e4r l\u00e5sta f\u00f6r redigering; du m\u00e5ste skapa en kopia f\u00f6r att kunna anpassa dem.<\/li>\n
      • Under hamburgermenyn finns \u00e4ven alternativ f\u00f6r att \u00e4ndra inst\u00e4llningar eller ta bort den.<\/li>\n<\/ul>\n

        Designa balansrapporten: Rader och sektioner<\/h1>\n

        L\u00e4gga till och hantera rader<\/h2>\n
          \n
        • Ny rad:<\/strong> Klicka p\u00e5 “L\u00e4gg till rad” uppe till v\u00e4nster. Nya rader hamnar automatiskt p\u00e5 h\u00f6gsta niv\u00e5 och markeras i fetstil.<\/li>\n
        • Underrader:<\/strong> F\u00f6r att skapa en grupp med underrader, hovra \u00f6ver en befintlig rad, klicka p\u00e5 hamburgermenyn och v\u00e4lj “L\u00e4gg till rad”.<\/li>\n
        • Flytta rader:<\/strong> Du kan flytta rader upp, ned och till v\u00e4nster. Underrader f\u00f6ljer automatiskt med.<\/li>\n
        • Ta bort rader:<\/strong> Att ta bort en rad som har underrader kommer \u00e4ven att ta bort dessa underrader.<\/li>\n
        • Kopiera rad:<\/strong> Klicka p\u00e5 “Kopiera rad” f\u00f6r att skapa en identisk kopia med samma inst\u00e4llningar och konton. Detta \u00e4r anv\u00e4ndbart f\u00f6r summeringsrader d\u00e4r du vill \u00e5teranv\u00e4nda samma kontogrupperingar.<\/li>\n<\/ul>\n

          Radegenskaper och inst\u00e4llningar<\/h2>\n

          Klicka p\u00e5 en rad f\u00f6r att \u00f6ppna dess egenskaper och konfigurera vad raden ska visa och hur den ska summera:<\/p>\n

            \n
          • Namn:<\/strong> Ange det namn som ska visas f\u00f6r raden i rapporten.<\/li>\n
          • Tom rad:<\/strong> F\u00f6rvandlar raden till en tom rad f\u00f6r att skapa struktur. Denna rad kommer inte att synas i den f\u00e4rdiga rapporten.<\/li>\n
          • Visa summa p\u00e5 raden:<\/strong> Visar summan direkt p\u00e5 den aktuella raden.<\/li>\n
          • Visa konton:<\/strong> G\u00f6r raden f\u00e4llbar f\u00f6r att visa utfallet p\u00e5 de individuella konton som ing\u00e5r. Observera att denna inst\u00e4llning inte \u00e4r tillg\u00e4nglig p\u00e5 grupprubriksrader.<\/li>\n
          • Visa summa under raden:<\/strong> En summeringsrad visas i slutet av gruppen, med samma namn som grupprubriken, och visar summan av alla rader som tillh\u00f6r gruppen.<\/li>\n
          • Summera till ovanliggande rad:<\/strong> Gruppens rubrik kommer att visa summan av dess underrader.<\/li>\n<\/ul>\n

            Tips f\u00f6r osynliga grupprubriker:<\/strong> F\u00f6r att skapa underrader utan en fetmarkerad \u00f6verrubrik, l\u00e4gg till en rad med underrader, ta bort namnet p\u00e5 den h\u00f6gsta niv\u00e5n (grupprubriken) och avmarkera alla alternativ. Raden visas d\u00e5 som “Tomt namn” i designl\u00e4get och \u00e4r osynlig i visningsl\u00e4get, medan underraderna kvarst\u00e5r.<\/p>\n

              \n
            • Inkludera konton:<\/strong> L\u00e4gg till ett eller flera intervall av konton, eller specifika enstaka konton, p\u00e5 raden.<\/li>\n
            • Exkludera konton:<\/strong> Specificera vilka konton som ska exkluderas fr\u00e5n raden.<\/li>\n<\/ul>\n

              Viktigt:<\/strong> Kom ih\u00e5g att klicka i bocken som visas n\u00e4r du skriver in konton f\u00f6r att spara dem till raden. Oxceed utf\u00f6r inga logiska tester p\u00e5 tillagda konton, vilket inneb\u00e4r att du kan l\u00e4gga upp samma konto flera g\u00e5nger i rapporten.<\/p>\n

              Designa balansrapporten: Kolumngrupper och Kolumner<\/h1>\n

              I balansrapporter \u00e4r kolumndesignen mer begr\u00e4nsad j\u00e4mf\u00f6rt med resultatrapporter. H\u00e4r \u00e4r de tillg\u00e4ngliga valen:<\/p>\n

                \n
              • Visa kvartalsvis utg\u00e5ende balans:<\/strong> Visar utg\u00e5ende balans f\u00f6r innevarande \u00e5r uppdelat per kvartal. Denna inst\u00e4llning exkluderar m\u00f6jligheten att l\u00e4gga till andra kolumner.<\/li>\n
              • Visa periodens f\u00f6r\u00e4ndring:<\/strong> Visar skillnaden mellan ing\u00e5ende och utg\u00e5ende balans f\u00f6r den valda perioden.<\/li>\n
              • Visa utfall f\u00f6reg\u00e5ende \u00e5r:<\/strong> Visar utfallet f\u00f6r samma period f\u00f6reg\u00e5ende \u00e5r, baserat p\u00e5 filterpanelens val.<\/li>\n
              • Visa ing\u00e5ende balans:<\/strong> Visar ing\u00e5ende balans f\u00f6r r\u00e4kenskaps\u00e5ret. Om du v\u00e4ljer en annan m\u00e5nad \u00e4n r\u00e4kenskaps\u00e5rets f\u00f6rsta i filterpanelen, visas \u00e4ven kolumnen “Ing\u00e5ende saldo”, som avser ing\u00e5ende balans f\u00f6r den specifika valda m\u00e5naden.<\/li>\n<\/ul>\n

                Inst\u00e4llningar p\u00e5 F\u00f6retagsniv\u00e5<\/h1>\n

                N\u00e4r du tittar p\u00e5 en rapport p\u00e5 f\u00f6retagsniv\u00e5 finns det flera inst\u00e4llningar du kan g\u00f6ra direkt, utan att beh\u00f6va g\u00e5 tillbaka till “Design” p\u00e5 prenumerationsniv\u00e5.<\/p>\n

                Klicka p\u00e5 “Redigera” uppe till h\u00f6ger f\u00f6r att komma \u00e5t redigeringsl\u00e4get direkt fr\u00e5n f\u00f6retagsniv\u00e5n.<\/p>\n

                Ytterligare alternativ via de tre prickarna (uppe till h\u00f6ger):<\/strong><\/p>\n

                  \n
                • H\u00e4mta som Excel-fil:<\/strong> Laddar ner rapporten till Excel-format.<\/li>\n
                • H\u00e4mta som PDF:<\/strong> Laddar ner rapporten till PDF-format.<\/li>\n
                • Kopiera mall:<\/strong> Skapar en kopia av den aktuella rapportmallen, som du sedan kan redigera.<\/li>\n
                • Mallinst\u00e4llningar:<\/strong> H\u00e4r kan du v\u00e4lja att d\u00f6lja eller visa konton vid export till PDF eller Excel, samt byta namn p\u00e5 rapporten.<\/li>\n<\/ul>\n","protected":false},"excerpt":{"rendered":"

                  Skapa och hantera balansrapporter Under sektionen “Design” p\u00e5 prenumerationsniv\u00e5 kan du skapa och hantera alla dina rapportmallar. S\u00e5 h\u00e4r skapar du en ny rapport: Klicka p\u00e5 “\u00c5tg\u00e4rder”. V\u00e4lj “Ny balansrapport”. N\u00e4r en ny rapportmall \u00e4r skapad kan den tilldelas specifika f\u00f6retag inom din prenumeration. Tilldela rapporter till f\u00f6retag: Hovra \u00f6ver den \u00f6nskade rapporten. Klicka p\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-40454","docs","type-docs","status-publish","hentry","doc_category-rapporter"],"acf":[],"year_month":"2026-04","word_count":832,"total_views":"60","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":"\nBalansrapporter - 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\/balansrapporter\/\" \/>\n<meta property=\"og:locale\" content=\"en_GB\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Balansrapporter\" \/>\n<meta property=\"og:description\" content=\"Skapa och hantera balansrapporter Under sektionen “Design” p\u00e5 prenumerationsniv\u00e5 kan du skapa och hantera alla dina rapportmallar. 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