Forum Discussion

nickf1's avatar
nickf1
Experienced User
12 months ago

Exporting daily customers

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: Customer Name Customer Address Customer Phone ...
Earl_HD's avatar
Earl_HD
MYOB Moderator
12 months ago

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

Reports: Ability to create own report

Feel free to post again if you have further queries and one of us will be happy to assist you.
Regards,
Earl

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