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Umag's avatar
Umag
Experienced User
3 months ago
Solved

Customised Reports - Issues

We are a very project-based business.  So, it is useful for us to prepare Project based P&L's. We start off with Quote stage and once contracts signed etc move onto Project. We use the same no with Q...
  • Isaiah_C's avatar
    Isaiah_C
    3 months ago

    Hi Umag,

     

    Thanks for such a clear write-up for sharing the example reports. That definitely helped paint the picture. You're absolutely right to question this. What you're seeing comes down to a feature that's not available in customised reports in MYOB Business. Consolidated jobs don't display both job numbers and names the way you'd expect, and the P&L Transaction Details drill-down can pull in transactions outside the selected project. Nothing you've done wrong here, it's just how the report behaves right now.

     

    If you need more detailed and flexible reporting, one option worth trying is the AccountRight desktop version. It offers more control around customised reports and job detail, which may suit the way you're tracking projects a bit better.

     

    Regards,

    Sai

Isaiah_C's avatar
Isaiah_C
MYOB Moderator
3 months ago

Hi Umag,

 

Thanks for such a clear write-up for sharing the example reports. That definitely helped paint the picture. You're absolutely right to question this. What you're seeing comes down to a feature that's not available in customised reports in MYOB Business. Consolidated jobs don't display both job numbers and names the way you'd expect, and the P&L Transaction Details drill-down can pull in transactions outside the selected project. Nothing you've done wrong here, it's just how the report behaves right now.

 

If you need more detailed and flexible reporting, one option worth trying is the AccountRight desktop version. It offers more control around customised reports and job detail, which may suit the way you're tracking projects a bit better.

 

Regards,

Sai

Umag's avatar
Umag
Experienced User
3 months ago

Hi,

I am really confused and surprised by this answer.  I am to believe this is possibly an AI generated reply.  Allow me to think out loud here:

  1. "Consolidated jobs don't display both job numbers and names the way you'd expect" - it may appear to be a cosmetic, thing but when you have to spit out many reports, you want to find out somewhere in the report which job the P&L relates to (the same as the Period/date appears on the report) - you have two designated areas which have Heading Job Number and Job Name - it should have the relavant job no's and job names  underneath them. If I untick consolidate jobs, as per attached you could see that job no and job name do appear in the report.  This change was made after I raised the issue. Like I have stated earlier this feature is available in one of your competitors reports. 

     

  2. "P&L Transaction Details drill-down can pull in transactions outside the selected project. Nothing you've done wrong here, it's just how the report behaves right now" - I know that I have done nothing wrong. The purpose of the drill-down is to get the details of the transactions, that make up the total in the P&L line eg: Total Sales - one might want to know the breakdown of the sales invoices etc.  If the drill-down is incorrect - MYOB has two options - a. remove the drill-down - otherwise you are giving incorrect information. b. fix the issue.
  3. "If you need more detailed and flexible reporting, one option worth trying is the AccountRight desktop version. It offers more control around customised reports and job detail, which may suit the way you're tracking projects a bit better". This report does not display job no's and job names either. There is no drill down option in the desktop version. 

In Summary MYOB has not given any acceptable solution.  Financial Reporting is a major part of any business.  It's core functions, decision making is based and relied upon these reports. So, it is vital the reports are accurate.  

  • Genreve_S's avatar
    Genreve_S
    MYOB Moderator
    3 months ago

    Hi Umag,

     

    Thanks for taking the time to spell out how the job P&L is working for you; your concerns are definitely valid. Right now, the report is behaving as you have described when Consolidate jobs is ticked, but I agree there’s definitely room to improve how that looks and feels.

     

    The best way to get that in front of the product team is to pop your suggestions on the Ideas Exchange Board so other users can vote and add their own use cases too.

     

    On the P&L details pulling in things that don’t look right, that’s something that's definitely worth digging into properly. The quickest next step is to reach out to our support team so they can jump into the file and see what’s going on. You can either lodge a ticket from My Account or start a chat via MOCA, our virtual assistant, and they can hand you over to a human if needed.

     

    Regards,
    Genreve

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