Forum Discussion

PujaParekh's avatar
6 years ago

Generate reports from MYOB AccountRight

hi there,

 

We use Microsoft's Power BI to generate reports but as Microsoft have advised that they have EOL the content pack integration to Power BI Online as of 1 September 2019, we cannot use Power BI to generate report from myob accountright.  

 

We are looking to create reports that require the data from Profit and Loss Statements, Balance Sheets and Cashflow statements (this would include account numbers, balances etc.)  

 

Could u please suggest what options are available for the reports creation ? Are there any third party apps available which directly integrates with myob?

 

Regards,

puja

 

7 Replies

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  • hdexpertise's avatar
    hdexpertise
    Experienced User
    6 years ago

    Hi,

     

    We have developed reports for our MYOB customers from MYOB classic 19 until MYOB 2020. Our solution is that we pull data from MYOB (requested tables) and put it to another database (we used MySQL), then we develop reports and dashboards on MySQL database.

     

    For MYOB AR 2020, we developed a program that connects to MYOB API and pulls MYOB data through API and puts it as a database table. The logics of MYOB AR 2020 does not much differ from MYOB AR Classic 19, so when you pull data, you can create tables like AR Classic tables

  • Mike_James's avatar
    Mike_James
    Ultimate Cover User
    6 years ago

    Hi PujaParekh , the ODBC and API access methods are completely different, so don't make any assumptions about performance in general, or particular apps. The vendor can probably comment further. 

     

    We do the same, ie we use a local relational database to store API extracts for further reporting, and we find the performance of the extracts is generally adequate for most users' requirements. Occasionally we switch to reporting off the live file, either because performance is not an issue, or for functional reasons. 

     

    Note that extracting data from cloud files requires you to deal with oauth2 credentials and processes including 2FA, whereas extracting data from files held locally or on a network does not. 

  • Neil_M's avatar
    Neil_M
    Former Staff
    6 years ago

    Hi PujaParekh 

     

    In terms of third party programs that have been previously developed to integrate with different MYOB programs I recommend having a look at the MYOB Apps Marketplace. This is a collection of different third party apps that other developers have created.

     

    If you were wanting to make use of the AccountRight or MYOB Essentials APIs to extract information from the file, I recommend taking a look at the documentation on our MYOB Developers website, which details a lot of information around the APIs, including code snippits.

  • PujaParekh's avatar
    PujaParekh
    6 years ago

    Thank you for the reply. 

     

    Yes, we looked at this option of using the myob API to download data from myob table into sql server tables and then generate reports in using Power BI (power BI connects to sql server).

     

    As we are already using the myob API to export data, we know that its very slow at times. So downloading data and the need to create myob tables in sql server is a time consuming process and the data is not up to date. 

     

    We were looking at the below option where u use this addon to access myob tables directly in sql server. It paid though unlike myob API. 

    https://accountingaddons.com.au/odbclink/

     

    Wondering if u have used this addon or have more information on it. Wouldn't this be better than myob API ?

    I would like to know your thoughts on this. 

  • Mike_James's avatar
    Mike_James
    Ultimate Cover User
    6 years ago

    Hi PujaParekh , the ODBCLink app uses the API to access the AccountRight file, and then converts the endpoints into tables that look like the ODBC tables in v19. So it is likely to operate at the same speed or slower than native API, given that there is a conversion/transformation process included. 

  • PujaParekh's avatar
    PujaParekh
    6 years ago

    hi mike,

     

    Before when myob supported ODBC driver, we accessed myob tables in Microsoft Access. It was quite fast. So I am assuming this addon be similar. 

     

    When using myob API to download data, i will have to manually create the myob tables in sql server and every time i have to run reports, I will need to run the api first to download latest data. Wouldn't this take long ?

     

    sorry but I am just trying to figure out the best option here. 

  • hdexpertise's avatar
    hdexpertise
    Experienced User
    6 years ago

    Hi PujaParekh 

     

    I agree with Mike_James on the how to improve performance of retrieving MYOB data. The best way we have now is to pull all data from MYOB api to SQL database tables.

     

    The speed is faster if you use data file locally. Secondly, you may need reduce the frequency of retrieving large tables like Journal,

     

    Regards,