Forum Discussion

Simpsbe's avatar
Simpsbe
Member
5 months ago

MYOB Dashboard

Hi there,

 I’ve been using MYOB for a while and remember the old dashboard had 12 months of data for income and expenses in the bar graphs. As my business is seasonal that 12 months enabled me to look at the whole year. Is there a way to activate this or show that data in custom reports that I could save as favourites?

5 Replies

  • Doreen_P's avatar
    Doreen_P
    MYOB Moderator
    7 days ago

    Hey suecroft1,

     

    There isn’t an option to display the whole financial year from the dashboard. The best move is to pop your idea onto the MYOB Business Ideas Exchange board where other users who want the same thing can vote and help push it up the priority list for future improvements.

     

    Cheers,

    Doreen

  • suecroft1's avatar
    suecroft1
    Contributing User
    7 days ago

    Can we get an option to see Financial Year ?

  • suecroft1's avatar
    suecroft1
    Contributing User
    7 days ago

    I'd like to be able to see it for the Financial Year as an option not just last 3 months or last 6 months 

  • Simpsbe's avatar
    Simpsbe
    Member
    5 months ago

    Hi Genreve,

     thanks for your response. The graphs are showing up in my dashboard, however I can see only a maximum of 6 months.

    i would like it to display 12 months as my business is seasonal, comparing only the last 6 months is not of any use to me

  • Genreve_S's avatar
    Genreve_S
    MYOB Moderator
    5 months ago

    Hi Simpsbe

     

    Those expense and income graphs are indeed great for getting a quick look at how your business is tracking. You can't remove them from the dashboard, but they only show up for certain user roles. If they're not showing for you, it's probably because your access is set up a little differently. You can read about that from this article "The Dashboard"

    It’s worth double-checking what user role your email is linked to. If you’ve checked that and the graphs still aren’t showing, our support team can help out. You can shoot through a support ticket from the MyAccount window or jump on live chat with MOCA, our virtual assistant.

     

    Regards,
    Genreve