Forum Discussion

Leah11's avatar
Leah11
Experienced Cover User
6 years ago
Solved

Saved Custom Reports

I have multi - users each with different roles and restricted access within MYOB, i want to know if there is a way to make certain saved custom reports availbe to each user 

 

e.g. Director access to P & L etc without it showing to up for a custom report choice to Sales only user

 

e.g Bookkeeper access to reconciliation summaries without it showing up for custom report choice to sales only user

 

This function was available in MYOB Accountright Enterprise but not in accountright 2019.2

  • HI Leah11 

     

    Currently if a user has access to a particular area based on their User Access settings, they have all information accessible in that area. This includes the custom reports. So if a user’s access allows them to access the custom reports they will be able to view all of the custom reports within the file. At this stage its not possible to limit certain custom reports to certain users

1 Reply

Replies have been turned off for this discussion
  • Neil_M's avatar
    Neil_M
    Former Staff
    6 years ago

    HI Leah11 

     

    Currently if a user has access to a particular area based on their User Access settings, they have all information accessible in that area. This includes the custom reports. So if a user’s access allows them to access the custom reports they will be able to view all of the custom reports within the file. At this stage its not possible to limit certain custom reports to certain users

Looking for something else?

Search the Community Forum for answers or find your topic and get the conversation started!

Community home

Level up your skills using MYOB software.

 

Find help guides and technical solutions for all MYOB products here

Explore video tutorials for our software at the MYOB Academy here

 

Dig into MYOB Academy for free courses, learning paths and live events to help build your business with MYOB.