AccountRight Standard user.
I'd like to create a periodical custom report of customers who I've invoiced.
The fields I'd like to export are:
(but only those customers who have been invoiced within a particlar date range)
I'd appreciate any advice you can offer.
Thanks.
Nick
Hi nickf1,
Thank you so much for your post and my apologies for the late response. To do this, I would recommend to export the report to Excel and make the changes there. You can also visit this help articles for more information about: Exporting reports and Saving and deleting custom reports
You can also contribute your support here to potentially include this feature in our future updates: Product Ideas
your solution doesnt really help me as I need to export primary phone number and primary email address as well.
Hi nickf1,
We truly understand the significance of this report in streamlining your business operations. Your feedback has been duly noted, and we'll ensure it reaches the relevant team. Your patience and understanding regarding this matter are greatly appreciated.
As an alternative solution, if you wish to export customers' email addresses, MYOB AccountRight provides a workaround. Navigate to the File menu >> Import/Export Assistant. This feature allows you to export the customer's email addresses to a notepad, enabling you to copy and paste them into an Excel file. For detailed guidance, please refer to our Help article 'Exporting Data' which provides step-by-step instructions to assist you in this process
Feel free to post again, we're happy to help!
Regards,
Earl
