Preparing Report Packs
Hi, first time poster here. I am using the Online Version, not the desktop one. I am trying to prepare a report template for use at the end of each month to send to our clients. The YTD report Pack w...
Forum Discussion
Hi Tiffany1972
Welcome to the MYOB Community Forum!
It sounds like you're having trouble with the custom General Ledger report in your Monthly Report Pack. This could be due to a few reasons. It's possible that the account codes you want to remove aren't being saved correctly in the template, or the report isn't set to expand all sections. I recommend double-checking the steps you've taken in creating and saving your custom report. Make sure that all the settings are correct before saving it to the template. See this helpful article in the Exporting and Customising report that will guide you with this. Let me know if you have other queries!
Kind regards,
Shella
