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Accountant92's avatar
Accountant92
Contributing User
5 years ago
Solved

MYOB AE - Associated Reports

I have joined a new firm using MYOB AE,  I have been tasked with cleaning up the MYOB AE and wanted to get a report of all associated people across all clients.  Client groups are not being used, i just wanted to know if anyone knew that this type of report cold be created and pulled from MYOB AE.

Any help greatly appreciated.

Thank you

 

  • Hi Accountant92 

     

    To report on associations, select Reports > Maintenance > Associations.

     

    There's no standard report, so you'll have to click New to create a report. 

     

    After selecting all 3 fields, you could drag Association up to the dark grey area where it says 'Drag a column header here to group by that column' to break the report up into association types for example.

     

    I've included a link below to a help topic on Creating reports which has examples and a guide which should help you in creating a report:

     

    https://help.myob.com/wiki/x/wpU6Ag

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  • Accountant92's avatar
    Accountant92
    Contributing User
    5 years ago

    Hi kyla 

     

    Thank You!!!!!!!!

     

    I went blind looking for the report and it was right in front of me.

     

    Appreciate the help :) 

  • kyla's avatar
    kyla
    MYOB Staff
    5 years ago

    Hi Accountant92 

     

    To report on associations, select Reports > Maintenance > Associations.

     

    There's no standard report, so you'll have to click New to create a report. 

     

    After selecting all 3 fields, you could drag Association up to the dark grey area where it says 'Drag a column header here to group by that column' to break the report up into association types for example.

     

    I've included a link below to a help topic on Creating reports which has examples and a guide which should help you in creating a report:

     

    https://help.myob.com/wiki/x/wpU6Ag