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.
Forum Discussion
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.
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
Hi Ian-Belgamba
You can customise that report by clicking on Insert/Modify>>Show Hide.
If my response has answered your enquiry please click "Accept as Solution" to assist other users find this information.
A more useful alternative especially if you are going to want to reproduce the information on a regular basis is to install the Myob for Excel addon
See the link for more information
https://help.myob.com/wiki/display/ar/Getting+started+with+MYOB+for+Excel
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
