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gailmorgan's avatar
gailmorgan
Experienced Cover User
2 years ago
Solved

Doing reports for Custom fields in employee card ?

How do I do reports for the various custom fields I have created on employee cards??

 

(Also custom lists)

  • CropServ's avatar
    CropServ
    2 years ago

    Hi Gavin

    In case you would like to know the answer to the export issue: Chatted with support online on 2 occasions. Reinstalling MYOB did not work.

    Clearing the MYOB cache did work and I could export.

    Reinstalling MYOB nor clearing the cache did not fix the error in the accounts. You mentioned there is a script to fix the Office Expenses amount (showing in the Accounts List) which is incorrect - have worked out which 2 accounts the exact $ figure has been swapped between, there are also 2 cost of sales account which this has also happened to.

    What do I need to do to get the script run on our file?

    Thanks for your help.

    Michaela

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  • Shella_A's avatar
    Shella_A
    MYOB Moderator
    2 years ago

    Hi gailmorgan, 

     

    Thank you for your post. 

     

    All the employment information you have put into your employee card files will be displayed in the Employment Details report. You may go to Reports> Payroll> Employee Employment Details to have this display or exported. However, if you're referring to the details you have inputted under custom List and field of the employee card file (see the sample screenshot attached below) then you may go to Reports> Card> Card List [detail]> select the employee’s name> Display Report. Giving you this helpful article, reports that has all the detailed information regarding on the reports that you can use for future references.

     

     

    If you need further help, don't hesitate to start a new post and we'll be happy to assist.

     

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

     

     

     

    Cheers,
    Shella

    • Casotti2407's avatar
      Casotti2407
      8 months ago

      hi, i would like to know how you create information into the custom List under the Cards list menu

      • Princess_R's avatar
        Princess_R
        MYOB Moderator
        8 months ago

        Hi Casotti2407,

         

        I see you're asking about creating a custom list from the card file. No worries! Check out this Help article, Custom Fields, which has all the details you need to create your custom list for employees.

         

        Feel free to get in touch if you need more help.

         

        Cheers,

        Princess

    • gailmorgan's avatar
      gailmorgan
      Experienced Cover User
      2 years ago

      details you have inputted under custom List and field of the employee card file (see the sample screenshot attached below) then you may go to Reports> Card> Card List [detail]> select the employee’s name> Display Report

       

      I tried this report and edited what is to be shown etc but wouldn't export to Excel only pdf so one page per employee (not what I need) sigh... any ideas?

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How do I do reports for the various custom fields I have created on employee cards??

 

(Also custom lists)

","body@stringLength":"130","rawBody":"

How do I do reports for the various custom fields I have created on employee cards??

 

(Also custom lists)

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background-size: contain;\n background-position: center;\n}\n.myob-social-links .twitter a:before {\n background: url(\"data:image/svg+xml;charset=utf8,%3Csvg xmlns='http://www.w3.org/2000/svg' viewBox='0 0 24 24'%3E%3Ctitle%3EAsset 6%3C/title%3E%3Cg id='Layer_2' data-name='Layer 2'%3E%3Cg id='Layer_1-2' data-name='Layer 1'%3E%3Cpath d='M12,0A12,12,0,1,0,24,12,12,12,0,0,0,12,0Zm5.33,10c0,.12,0,.23,0,.35A7.75,7.75,0,0,1,5.4,16.92a5.48,5.48,0,0,0,4-1.13A2.73,2.73,0,0,1,6.89,13.9a2.73,2.73,0,0,0,1.23,0,2.73,2.73,0,0,1-2.19-2.67v0a2.73,2.73,0,0,0,1.23.34,2.73,2.73,0,0,1-.84-3.64,7.74,7.74,0,0,0,5.62,2.85,2.76,2.76,0,0,1-.07-.62,2.73,2.73,0,0,1,4.72-1.86,5.49,5.49,0,0,0,1.73-.66c-.2.64-.23.87-.79,1.21a1.46,1.46,0,0,0,1.34,0A5.8,5.8,0,0,1,17.33,10Z' style='fill:%23687480'/%3E%3C/g%3E%3C/g%3E%3C/svg%3E\")\n no-repeat;\n}\n\n.myob-social-links .googleplus a:before {\n background: url(\"data:image/svg+xml;charset=utf8,%3Csvg xmlns='http://www.w3.org/2000/svg' viewBox='0 0 24 24'%3E%3Ctitle%3EAsset 4%3C/title%3E%3Cg id='Layer_2' data-name='Layer 2'%3E%3Cg id='Layer_1-2' data-name='Layer 1'%3E%3Cpath d='M12,0A12,12,0,1,0,24,12,12,12,0,0,0,12,0ZM9,17.5a5.5,5.5,0,1,1,4.1-9.17L11.61,9.67a3.5,3.5,0,1,0,.56,3.84H9v-2h4.47a1,1,0,0,1,1,1.11A5.49,5.49,0,0,1,9,17.5Zm10.5-4v2h-2v-2h-2v-2h2v-2h2v2h2v2Z' style='fill:%23687480'/%3E%3C/g%3E%3C/g%3E%3C/svg%3E\")\n no-repeat;\n}\n\n.myob-social-links .facebook a:before {\n background: url(\"data:image/svg+xml;charset=utf8,%3Csvg xmlns='http://www.w3.org/2000/svg' viewBox='0 0 24 24'%3E%3Ctitle%3EAsset 1%3C/title%3E%3Cg id='Layer_2' data-name='Layer 2'%3E%3Cg id='Layer_1-2' data-name='Layer 1'%3E%3Cpath d='M12,0A12,12,0,1,0,24,12,12,12,0,0,0,12,0Zm3.51,12H13.2v7.2h-3V12H8.4V9.58h1.8V8.29A2.61,2.61,0,0,1,13,5.4h2.6V7.77H13.81a.58.58,0,0,0-.61.66V9.58h2.56Z' style='fill:%23687480'/%3E%3C/g%3E%3C/g%3E%3C/svg%3E\")\n no-repeat;\n}\n\n.myob-social-links .linkedin a:before {\n background: url(\"data:image/svg+xml;charset=utf8,%3Csvg xmlns='http://www.w3.org/2000/svg' viewBox='0 0 24 24'%3E%3Ctitle%3EAsset 5%3C/title%3E%3Cg id='Layer_2' data-name='Layer 2'%3E%3Cg id='Layer_1-2' data-name='Layer 1'%3E%3Cpath d='M12,24A12,12,0,1,0,0,12,12,12,0,0,0,12,24Zm1.82-10.71a1.2,1.2,0,0,0-1.2,1.2v4.2h-3s0-7.2,0-7.8h3v.89A3.72,3.72,0,0,1,15,10.91c1.78,0,3,1.29,3,3.78v4H15v-4.2A1.2,1.2,0,0,0,13.82,13.29ZM6.91,9.69h0A1.47,1.47,0,0,1,5.4,8.2,1.44,1.44,0,0,1,6.93,6.75a1.47,1.47,0,1,1,0,2.94Zm1.51,9h-3v-7.8h3Z' style='fill:%23687480'/%3E%3C/g%3E%3C/g%3E%3C/svg%3E\")\n no-repeat;\n}\n\n.myob-social-links .instagram a:before {\n background: url(\"data:image/svg+xml;base64,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\")\n 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Moderator","color":"333333","icon":null,"rankStyle":"TEXT"},"User:user:284444":{"__typename":"User","id":"user:284444","uid":284444,"login":"Shella_A","biography":null,"registrationData":{"__typename":"RegistrationData","status":null,"registrationTime":"2022-09-20T07:52:23.517+10:00"},"deleted":false,"email":"","avatar":{"__typename":"UserAvatar","url":"https://community.myob.com/t5/s/myob/m_assets/avatars/custom/Rectangle_27-1706588706059.png?time=1712840915000"},"rank":{"__ref":"Rank:rank:62"},"entityType":"USER","eventPath":"community:myob/user:284444"},"ModerationData:moderation_data:848244":{"__typename":"ModerationData","id":"moderation_data:848244","status":"APPROVED","rejectReason":null,"isReportedAbuse":false,"rejectUser":null,"rejectTime":null,"rejectActorType":null},"User:user:264552":{"__typename":"User","id":"user:264552","uid":264552,"login":"Casotti2407","biography":null,"registrationData":{"__typename":"RegistrationData","status":null,"registrationTime":"2022-01-27T17:43:28.834+11:00"},"deleted":false,"email":"","avatar":{"__typename":"UserAvatar","url":"https://community.myob.com/t5/s/myob/m_assets/avatars/default/avatar-9.svg?time=0"},"rank":null,"entityType":"USER","eventPath":"community:myob/user:264552"},"AcceptedSolutionMessage:message:848244":{"__typename":"AcceptedSolutionMessage","uid":848244,"id":"message:848244","revisionNum":1,"author":{"__ref":"User:user:284444"},"readOnly":false,"repliesCount":3,"depth":1,"hasGivenKudo":false,"subscribed":false,"board":{"__ref":"Forum:board:AccountRight-Reports"},"parent":{"__ref":"ForumTopicMessage:message:848222"},"conversation":{"__ref":"Conversation:conversation:848222"},"subject":"Re: Doing reports for Custom fields in employee card ?","moderationData":{"__ref":"ModerationData:moderation_data:848244"},"body":"

Hi gailmorgan, 

\n

 

\n

Thank you for your post. 

\n

 

\n

All the employment information you have put into your employee card files will be displayed in the Employment Details report. You may go to Reports> Payroll> Employee Employment Details to have this display or exported. However, if you're referring to the details you have inputted under custom List and field of the employee card file (see the sample screenshot attached below) then you may go to Reports> Card> Card List [detail]> select the employee’s name> Display Report. Giving you this helpful article, reports that has all the detailed information regarding on the reports that you can use for future references.

\n

 

\n

\n

 

\n

If you need further help, don't hesitate to start a new post and we'll be happy to assist.

\n

 

\n

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

\n

 

\n

 

\n

 

\n

Cheers,
Shella

","body@stripHtml({\"removeProcessingText\":false,\"removeSpoilerMarkup\":false,\"removeTocMarkup\":false,\"truncateLength\":200})@stringLength":"223","kudosSumWeight":0,"postTime":"2023-11-27T15:43:57.808+11:00","lastPublishTime":"2023-11-27T15:43:57.808+11:00","solution":true,"metrics":{"__typename":"MessageMetrics","views":232},"visibilityScope":"PUBLIC","placeholder":false,"originalMessageForPlaceholder":null,"isEscalated":null,"entityType":"FORUM_REPLY","eventPath":"category:AccountRight/category:Support/community:myobboard:AccountRight-Reports/message:848222/message:848244","replies":{"__typename":"MessageConnection","pageInfo":{"__typename":"PageInfo","hasNextPage":false,"endCursor":null,"hasPreviousPage":false,"startCursor":null},"edges":[{"__typename":"MessageEdge","cursor":"MjUuM3wyLjF8b3wzfDE0OjAsMzk6MXwx","node":{"__ref":"ForumReplyMessage:message:876721"}},{"__typename":"MessageEdge","cursor":"MjUuM3wyLjF8b3wzfDE0OjAsMzk6MXwy","node":{"__ref":"ForumReplyMessage:message:848259"}}]},"body@stripHtml({\"removeProcessingText\":true,\"removeSpoilerMarkup\":true,\"removeTocMarkup\":true,\"truncateLength\":200})@stringLength":"223","images":{"__typename":"AssociatedImageConnection","edges":[],"totalCount":0,"pageInfo":{"__typename":"PageInfo","hasNextPage":false,"endCursor":null,"hasPreviousPage":false,"startCursor":null}},"attachments":{"__typename":"AttachmentConnection","pageInfo":{"__typename":"PageInfo","hasNextPage":false,"endCursor":null,"hasPreviousPage":false,"startCursor":null},"edges":[]},"videos":{"__typename":"VideoConnection","edges":[],"totalCount":0,"pageInfo":{"__typename":"PageInfo","hasNextPage":false,"endCursor":null,"hasPreviousPage":false,"startCursor":null}},"customFields":[]},"ModerationData:moderation_data:876721":{"__typename":"ModerationData","id":"moderation_data:876721","status":"APPROVED","rejectReason":null,"isReportedAbuse":false,"rejectUser":null,"rejectTime":null,"rejectActorType":"member"},"User:user:292938":{"__typename":"User","id":"user:292938","uid":292938,"login":"Princess_R","biography":null,"registrationData":{"__typename":"RegistrationData","status":null,"registrationTime":"2023-02-01T12:41:52.857+11:00"},"deleted":false,"email":"","avatar":{"__typename":"UserAvatar","url":"https://community.myob.com/t5/s/myob/m_assets/avatars/custom/Rectangle_22-1706588706059.png?time=1712840915000"},"rank":{"__ref":"Rank:rank:62"},"entityType":"USER","eventPath":"community:myob/user:292938"},"ForumReplyMessage:message:876721":{"__typename":"ForumReplyMessage","uid":876721,"id":"message:876721","revisionNum":1,"author":{"__ref":"User:user:264552"},"readOnly":false,"repliesCount":1,"depth":2,"hasGivenKudo":false,"subscribed":false,"board":{"__ref":"Forum:board:AccountRight-Reports"},"parent":{"__ref":"AcceptedSolutionMessage:message:848244"},"conversation":{"__ref":"Conversation:conversation:848222"},"subject":"Re: Doing reports for Custom fields in employee card ?","moderationData":{"__ref":"ModerationData:moderation_data:876721"},"body":"

hi, i would like to know how you create information into the custom List under the Cards list menu

","body@stripHtml({\"removeProcessingText\":false,\"removeSpoilerMarkup\":false,\"removeTocMarkup\":false,\"truncateLength\":200})@stringLength":"100","kudosSumWeight":1,"postTime":"2024-08-20T16:40:45.267+10:00","lastPublishTime":"2024-08-20T16:40:45.267+10:00","metrics":{"__typename":"MessageMetrics","views":19},"visibilityScope":"PUBLIC","placeholder":false,"originalMessageForPlaceholder":null,"isEscalated":null,"solution":false,"entityType":"FORUM_REPLY","eventPath":"category:AccountRight/category:Support/community:myobboard:AccountRight-Reports/message:848222/message:876721","replies":{"__typename":"MessageConnection","pageInfo":{"__typename":"PageInfo","hasNextPage":false,"endCursor":null,"hasPreviousPage":false,"startCursor":null},"edges":[{"__typename":"MessageEdge","cursor":"MjUuM3wyLjF8b3wxfDE0OjAsMzk6MXwx","node":{"__ref":"ForumReplyMessage:message:876934"}}]},"customFields":[],"attachments":{"__typename":"AttachmentConnection","edges":[],"pageInfo":{"__typename":"PageInfo","hasNextPage":false,"endCursor":null,"hasPreviousPage":false,"startCursor":null}}},"ModerationData:moderation_data:876934":{"__typename":"ModerationData","id":"moderation_data:876934","status":"APPROVED","rejectReason":null,"isReportedAbuse":false,"rejectUser":null,"rejectTime":null,"rejectActorType":null},"ForumReplyMessage:message:876934":{"__typename":"ForumReplyMessage","author":{"__ref":"User:user:292938"},"id":"message:876934","revisionNum":1,"uid":876934,"depth":3,"hasGivenKudo":false,"subscribed":false,"board":{"__ref":"Forum:board:AccountRight-Reports"},"parent":{"__ref":"ForumReplyMessage:message:876721"},"conversation":{"__ref":"Conversation:conversation:848222"},"subject":"Re: Doing reports for Custom fields in employee card ?","moderationData":{"__ref":"ModerationData:moderation_data:876934"},"body":"

Hi Casotti2407,

\n

 

\n

I see you're asking about creating a custom list from the card file. No worries! Check out this Help article, Custom Fields, which has all the details you need to create your custom list for employees.

\n

 

\n

Feel free to get in touch if you need more help.

\n

 

\n

Cheers,

\n

Princess

","body@stripHtml({\"removeProcessingText\":false,\"removeSpoilerMarkup\":false,\"removeTocMarkup\":false,\"truncateLength\":200})@stringLength":"208","kudosSumWeight":0,"repliesCount":0,"postTime":"2024-08-22T12:04:52.052+10:00","lastPublishTime":"2024-08-22T12:04:52.052+10:00","metrics":{"__typename":"MessageMetrics","views":9},"visibilityScope":"PUBLIC","placeholder":false,"originalMessageForPlaceholder":null,"isEscalated":null,"solution":false,"entityType":"FORUM_REPLY","eventPath":"category:AccountRight/category:Support/community:myobboard:AccountRight-Reports/message:848222/message:876934","customFields":[],"attachments":{"__typename":"AttachmentConnection","edges":[],"pageInfo":{"__typename":"PageInfo","hasNextPage":false,"endCursor":null,"hasPreviousPage":false,"startCursor":null}}},"ModerationData:moderation_data:848259":{"__typename":"ModerationData","id":"moderation_data:848259","status":"APPROVED","rejectReason":null,"isReportedAbuse":false,"rejectUser":null,"rejectTime":null,"rejectActorType":"member"},"ForumReplyMessage:message:848259":{"__typename":"ForumReplyMessage","author":{"__ref":"User:user:166431"},"id":"message:848259","revisionNum":1,"uid":848259,"depth":2,"hasGivenKudo":false,"subscribed":false,"board":{"__ref":"Forum:board:AccountRight-Reports"},"parent":{"__ref":"AcceptedSolutionMessage:message:848244"},"conversation":{"__ref":"Conversation:conversation:848222"},"subject":"Re: Doing reports for Custom fields in employee card ?","moderationData":{"__ref":"ModerationData:moderation_data:848259"},"body":"

details you have inputted under custom List and field of the employee card file (see the sample screenshot attached below) then you may go to Reports> Card> Card List [detail]> select the employee’s name> Display Report

 

I tried this report and edited what is to be shown etc but wouldn't export to Excel only pdf so one page per employee (not what I need) sigh... any ideas?

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