Forum Discussion

Ian-Belgamba's avatar
Ian-Belgamba
Experienced Cover User
3 years ago

Very few fields available when trying to Print Customer Cards. (or any cards)

MYOB only allows Name, Phone, Type, Balance. This is hopeless. I should be able to select any fields to give me a print of Cards. 

  • LRBooks61's avatar
    LRBooks61
    Ultimate Cover User

    Hi,

     

    When you run a report in MYOB there is a top ribbon , there is a tab to insert/ modify.

     

    This does allow you to add different fields to a report. If you haven't already had a look at this it may give you the information you want.

     

    If it does you can save the report as a custom report for use at a later stage.

     

    Hope this helps

     

    Lisa

  • Hi Ian-Belgamba 

     

    Just to add to Lisa's ( LRBooks61 ) advice, the Card List (Summary) report displays the Name, Phone, Type and Balance. You can add the Status, Card ID and Custom List fields to this report by clicking on Insert/Modify>>Show/Hide.

     

    The Card List (Detail) report displays all card information. You can customise this report by clicking on Insert/Modify>>Show/Hide.

     

    Please let us know if you need further information.

    • Ian-Belgamba's avatar
      Ian-Belgamba
      Experienced Cover User

      Hello Tracey,

       

      Thank you but the Card List (Detail) report that you recommended prints one page per customer.  I ended up with a 400 page report.  All I want is a spreadsheet with one customer per line (as per the Summary report) but with the option to choose different fields to display as columns.  Cheers,  Ian 

      • Tracey_H's avatar
        Tracey_H
        Former Staff

        Hi Ian-Belgamba 

         

        You can customise that report by clicking on Insert/Modify>>Show Hide. 

         

         

        Customising reports

         

        If my response has answered your enquiry please click "Accept as Solution" to assist other users find this information.

    • Digiwise's avatar
      Digiwise
      Trusted Partner

      PaulBihet's suggestion of using the MYOB for Excel addon may work for you in this case.  However, the data available in the addon is extremely limited.

       

      If you would like a solution similar to 'Myob for Excel' but with the complete MYOB dataset available, 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