MYOB AE - Associated Reports

Accountant92

I have joined a new firm using MYOB AE,  I have been tasked with cleaning up the MYOB AE and wanted to get a report of all associated people across all clients.  Client groups are not being used, i just wanted to know if anyone knew that this type of report cold be created and pulled from MYOB AE.

Any help greatly appreciated.

Thank you

 

kyla

Hi @Accountant92 

 

To report on associations, select Reports > Maintenance > Associations.

 

There's no standard report, so you'll have to click New to create a report. 

 

After selecting all 3 fields, you could drag Association up to the dark grey area where it says 'Drag a column header here to group by that column' to break the report up into association types for example.

 

I've included a link below to a help topic on Creating reports which has examples and a guide which should help you in creating a report:

 

https://help.myob.com/wiki/x/wpU6Ag