Forum Discussion
Actualy, sorry to be a pain BUT the the columns i want to add are not in the list available when i go to insert/modify.
is there a reprt that has every field/column available that i could make my custome report from?
Thanks in advance
Hi Deb,
From what I understand you are looking for a report that shows all the jobs that have been completed within a date range (e.g. last week) with sales manager and the P & L details for those jobs.
You could export the two MYOB reports you have identified (Sales Manager's jobs and Job P&L) to Excel and combine them using Excel formulas. This would require some vlookups and other formulas in Excel and it would be a manual process of exporting the two reports to Excel each time you wanted to get the report.
If you would like an automated solution where you can produce the report in Excel simply with a few clicks and zero human error you could use software we have developed: https://www.mybi.com.au - please contact me here or through the MyBI web site if you would like more information on this option.
Regards,
Clancy