Forum Discussion

Experienced Cover User

4 years ago

Report Format Wrong! when exporting (BS,PL with Account Number) to Excel

When exporting BS and PL with Account Number to Excel, a column pops out of the report frame and looks bad. (i.e. one column data is shown outside of the format frame.) Exporting to PDF looks fi...

Mike_James
4 years ago
Hi EEAD , the template for the P&L with YTD report is plytd.xlt, and on my system is located at C:\Users\<windows user>\Documents\MYOB\AccountRight\Current\Reports\Spreadsheet. (Windows user is your windows login name). Make a copy of this file before you proceed.

The original template can be opened (from within Excel so as to edit the template, not create a new workbook) and can have a column added after column B. I also formatted columns B & C as text, although only the cells in row 12 need to be formatted, as that row expands as data rows are added.

Once you have displayed the report in MYOB, added account numbers, and re-displayed the report, export to Excel and the report then fits the amended template correctly. Save the report (in MYOB) as a custom report to avoid having to add the account number column each time.

Mike_James

Ultimate Cover User

Hi EEAD , the template for the P&L with YTD report is plytd.xlt, and on my system is located at C:\Users\<windows user>\Documents\MYOB\AccountRight\Current\Reports\Spreadsheet. (Windows user is your windows login name). Make a copy of this file before you proceed.

The original template can be opened (from within Excel so as to edit the template, not create a new workbook) and can have a column added after column B. I also formatted columns B & C as text, although only the cells in row 12 need to be formatted, as that row expands as data rows are added.

Once you have displayed the report in MYOB, added account numbers, and re-displayed the report, export to Excel and the report then fits the amended template correctly. Save the report (in MYOB) as a custom report to avoid having to add the account number column each time.