This issue has started after upgrading to 2022.10. Could be coincidental, but nothing else has changed at our end. This is replicable on multiple computers. We have a custom report saved, which is which is simply the Accounts -> Jobs -> Job List report.For a particular user with restricted access, the report has disappeared from the Custom Report list.Their access/privilages have not changed.If i grant them access to Reports -> Accounts, the custom report reappears.However this provides access to too much confidential data, hence why they were setup to only have access to the specific reports which were saved under Custom. Is there a way to either fix this change/bug?Or tweak the privillages, so they EXPORT just the Accounts -> Jobs -> Job List report without seeing the other Accounts Profit and Loss reports, etc?

Then how do we go back to the previous version? What a ridiculous upgrade path to take. I have staff that used to simply balance the EFTPOS takings at the end of the day with the undeposited funds, now I have to give them access to my entire business financials.

This still doesn't work. I was logged in as administrator and gave myself access to all reports and still couldn't see my old custom reports.

I hope this doesnt mean that this new software behaviour is how things are going to stay?Does your Specialist Team know of all the people affected by this change? In my case, I believe to allow my custom job report, means allowing the user to access ALL account reports - which means they now have access to profit and loss, balance sheets, etc etc.... a definite no no for this situation.

Steven_M wrote:Hi Michelle_G68 Based on our testing and diagnosis of the situation we have undertaken, users that have access to the base report would also have access to the custom report. Should they not have that access then they don't have that custom report listed in the Index to Reports.If you are experiencing a different situation, I would encourage you to start a new thread on the Forum so we can deep dive further into your unique situation. Hi Steven My situation isn't unique and it is what this thread has been about from the beginning so why would I start another thread. Every one on this thread is saying the same thing. Prior to the update we had many custom sales reports and purchasing reports. After the update users with full access to both sales and purchasing base reports could no longer see their custom reports. (That includes myself in the Administrator role who should be able to see everything. The same users without changing any user roles or permissions have had to go and recreate all of their custom reports and can now see them. So the only explanation is that all of our custom reports were lost in the update. If what you are saying is correct then I should have been able to see all of our old custom reports after the update and I could actually only see one aged payable report.

Custom report not appearing (related to user access, after 2022.10 upgrade)

37 Replies

Replies have been turned off for this discussion

Zohayr
Experienced User
2 years ago
Facing similar issue.
BCG-Rick
User
2 years ago
Was their a fix for this?
Agree this is an absolute pain.
How do we give any users access to ALL Custom Reports?
We cant add all users to all confidential information
- DerekRaine
  Experienced Cover User
  2 years ago
  Hi Rick,
  
  No there hasn't been a fix, and once again MYOB have done a ridiculous upgrade and then just bury their heads in the sand and hope we just go away.
  
  Apparently MYOB believe the path to take is just give all users access to all reports regardless of their roll.
  
  For example: The lady operating the front counter needs to have access to my entire business financial reports just so she can balance the EFTPOS machine with the undeposited funds custom report.
  
  Whats next:- Version 2022.11 - user roles eliminated altogether and everyone is an administrator???? Isn't that just as short sighted?
Michelle_G68
Trusted Cover User
2 years ago
Same issue here. Only one of our custom reports is appearing. The aged payable report. All others have gone.
Jackie77
Contributing Cover User
2 years ago
I am also having this issue !!!!
SMT04
User
2 years ago
Same issue here.

Spent 8 hours yesterday with tech support with no resolution.
- Tracey_H
  Former Staff
  2 years ago
  Hi Everyone
  
  To assist our teams investigate this can you please provide the following information:
  
  Can any user see the custom forms?
  
  Is it only the browser that is affected or both browser and desktop?
  
  Do they appear if you use another device?
  
  Do you give permission for a product specialist to access your file to look into this? If yes, please provide the last FOUR digits of the serial number and the Company File ID (Help>>About MYOB AccountRight)
  - Michelle_G68
    Trusted Cover User
    2 years ago
    Hi Tracey,
    
    Thanks for your reply.
    
    Can any user see the custom forms? NO, I AM LOGGED IN AS ADMINISTRATOR AND CAN ONLY SEE THE SAME ONE REPORT AS ALL OTHER USER ROLES. THE REPORT WE CAN ALL SEE IS THE AGED PAYABLES. WE HAD ABOUT 6 CUSTOM REPORTS.
    Is it only the browser that is affected or both browser and desktop? ONLY IN DESKTOP. MY BROWSER CUSTOM FORM IS STILL APPEARING.
    Do they appear if you use another device? HAVE CHECKED ON DIFFERENT COMPUTERS AND SAME.
    Do you give permission for a product specialist to access your file to look into this? If yes, please provide the last FOUR digits of the serial number and the Company File ID (Help>>About MYOB AccountRight)
    LAST FOUR DIGITS OF SERIAL NUMBER: 2035 COMPANY FILE ID: 2
    Hope this helps. Thanks
Tracey_H
Former Staff
2 years ago
Hi Everyone

I've raised this our product specialists team for investigation. I will update this post when I have more information.
Erika1000
Contributing Cover User
2 years ago
I am also having a similar problem.
I have three customised reports that I need to print each day, and ever since the recent update, one of them has disappeared.
This is not good MYOB!
Marnie67
Contributing User
2 years ago
I am also having the same issue. We have girls doing timesheets for wages and we have a custom report called "Timesheets". However they do not have access to Payroll and we do not want them to have access to Payroll, but we need them to be able to have access to this report to be printed to check that all timesheets have been processed correctly before processing wages. And yes the girls access/privileges have not changed either.

Agree this issue only started after upgrading to 2022.10. This needs to be changed back to how it was.

Can MYOB please change this back please ASAP.
michaelc
Contributing Cover User
2 years ago
Our purchasing team use the Job Activity Report to review job costs. Before 2022.10 they were able to access it through custom reports.

Thanks to this upgrade those users now need access to profit & loss and balance sheets reports to do their job.

Thanks myob for the extra security (sarcasm). Now we have no security.
- DerekRaine
  Experienced Cover User
  2 years ago
  Issues for everyone since that upgrade. I have the problem of entry level staff members needing access to my entire financials just to balance their cash float and EFTPOS machine.
  
  2022.11 just rolled out and no fix.
  
  What is rather ironic is I needed 2FA authentication to write this post but MYOB can't see a problem with giving my staff members access to my entire financial reports for the last 7 years just to balance a cash float.
PetaPacz
Contributing User
2 years ago
I am also having the same issue and was wondering when there will be an update on this issue??
- NatFirst
  User
  2 years ago
  Its MYOB so of course they have not bothered assisting! I had to recreate the report. Perhaps we should all invoice them for our time and talk about service levels that don't reflect the contracted agreement.