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DebbieR1's avatar
DebbieR1
User
3 years ago
Solved

Can you produce one report with Jobs and Categories?

Hi

Are you able to produce one report with both the job number and the category shown?

I know you can produce reports for each but I would like an all in one report if this is possible.

thanks

  • Digiwise's avatar
    Digiwise
    3 years ago

    Hi Debbie,

     

    If you're after a list of transactions with jobs and categories shown you could use a report like Category Transactions and show the job for each transaction by inserting the the job column.  See https://help.myob.com/wiki/display/ar/Add+and+remove+report+columns for information on adding columns to a report.

     

    If you are looking for a report that groups / totals transactions for each category and job combination then I think you would need to use a custom reporting tool.  We have developed MyBI as an easy way to produce custom reports with your MYOB data in Excel.  If you would like more information on MyBI please get in touch.

     

    Regards,

    Clancy

     

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  • Digiwise's avatar
    Digiwise
    Experienced Partner
    3 years ago

    Hi Debbie,

     

    If you're after a list of transactions with jobs and categories shown you could use a report like Category Transactions and show the job for each transaction by inserting the the job column.  See https://help.myob.com/wiki/display/ar/Add+and+remove+report+columns for information on adding columns to a report.

     

    If you are looking for a report that groups / totals transactions for each category and job combination then I think you would need to use a custom reporting tool.  We have developed MyBI as an easy way to produce custom reports with your MYOB data in Excel.  If you would like more information on MyBI please get in touch.

     

    Regards,

    Clancy