Job reports filtering by 100% completed by party

[DebLB]

Hi all

I am wondering if i can run a weekly report of all jobs 100% completed by sales Manager

I can’t seem to find a place to select a date range

Cheers

Debbie

[ChrisMYOB]

Hello @DebLB 

Welcome to the Community Forum. 

There are Job reports which do have a date range you can select. If the report you are running doesn’t have a date range, a workaround for this would be to export the report into Excel and then sort the data there.

I have attached a help article on Exporting reports to excel for your assistance.

[DebLB]

Hi and thankyou for that answer, I was worried noone would be able to help me.

The problem i am having is:

i can do a report of the profit and loss of each job that is  100% completed ( but cannot ad the Sales Manager) and i can do a report on the Sales Manager's jobs put cannot ad the 100% and the P&L

i think i might have to custom make one ( once i learn)

[DebLB]

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

[Digiwise]

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