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Experienced Cover User

4 years ago

Solved

Customise reports

Hi there - is there a way to customise reports. I would like a list of Creditor Invoices which shows what expense codes were used to input the invoice and the Job codes used? Any help would be much...

Steven_M
4 years ago
Hi Aileen_6300

The Purchases [Supplier Detail] report should be able to produce that information - Reports>>Purchases>>Supplier.

This report will list the Item/Account that was used on the purchase. You can even insert the job number (or name) through the Insert/Modify>>Show Hide option.

Steven_M

Former Staff

4 years ago

Hi Aileen_6300

The Purchases [Supplier Detail] report would not show the account name, only the account number. I'm not familiar with any purchase-based reports that will list the account's name rather than the number.

The only way I could see you getting that number would be if you also run the Account List report then sent that report and the Purchase report to Excel. Once in Excel, you would use a Lookup function to pull that account name onto that report.

Aileen_6300

Experienced Cover User

4 years ago

Steven_M - now we're getting a little out of my league.

I've exported to Excel however my VLookup function is only showing as the formula itself, not the result of the formula. I seem to have a lot of trouble when I export to Excel in that I have to reformat columns to show as numbers and not text, then use AutoSum function to get my totals if I need to delete anything etc. In this case, is there a better work around? I've clicked the Calculate Now button to no avail - I'm still seeing =Vlookup(L13,AccountName,2,False) and not the result. Also, can I use an If function so that the lines that don't have the code in them stay blank? Thanks so much if you're able to help.

Mike_James
Ultimate Cover User
4 years ago
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Hi Aileen_6300 , if all you see is the formula, then the column is probably formatted as text. To see the formula result, you need to format the column as eg number before adding any formulae.

Usually you need to delete that column and start over.

Wrapping the formula in an if statement is one way to hide zeroes, or you can extend the number format code. These codes have 4 parts separated by semicolons, these are positive, negative, zero and text. So for example 0.00;-0.00;;@ would also hide the zero. (To see the format code, after selecting your format, select the custom option and edit the code there).
- Aileen_6300
  Experienced Cover User
  4 years ago
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  Mike_James thank you - yes, I deleted the column and formatted as suggested and all good.
  For my future reference: is there a way to ensure when exporting to Excel from MYOB that the data comes across as numbers and not text... it gets a bit frustrating having to reformat everything when I do my reports?
  I really appreciate your input.
  - Mike_James
    Ultimate Cover User
    4 years ago
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    Hi Aileen_6300 can you give me an example of a number field that comes across to Excel as text, and which report?

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reports","id":"message:715635","revisionNum":1,"repliesCount":10,"author":{"__ref":"User:user:155885"},"depth":0,"hasGivenKudo":false,"board":{"__ref":"Forum:board:Sales_and_Purchases"},"conversation":{"__ref":"Conversation:conversation:715635"},"readOnly":true,"editFrozen":false,"moderationData":{"__ref":"ModerationData:moderation_data:715635"},"body@stripHtml({\"truncateLength\":200})":" Hi there - is there a way to customise reports. I would like a list of Creditor Invoices which shows what expense codes were used to input the invoice and the Job codes used? Any help would be much...","body@stringLength":"246","rawBody":"

Hi there - is there a way to customise reports. I would like a list of Creditor Invoices which shows what expense codes were used to input the invoice and the Job codes used?

Any help would be much appreciated. Thank you.

","kudosSumWeight":0,"postTime":"2021-07-23T13:10:25.055+10:00","images":{"__typename":"AssociatedImageConnection","edges":[],"totalCount":0,"pageInfo":{"__typename":"PageInfo","hasNextPage":false,"endCursor":null,"hasPreviousPage":false,"startCursor":null}},"attachments":{"__typename":"AttachmentConnection","pageInfo":{"__typename":"PageInfo","hasNextPage":false,"endCursor":null,"hasPreviousPage":false,"startCursor":null},"edges":[]},"tags":{"__typename":"TagConnection","pageInfo":{"__typename":"PageInfo","hasNextPage":false,"endCursor":null,"hasPreviousPage":false,"startCursor":null},"edges":[]},"timeToRead":1,"currentRevision":{"__ref":"Revision:revision:715635_1"},"latestVersion":null,"metrics":{"__typename":"MessageMetrics","views":2272},"visibilityScope":"PUBLIC","canonicalUrl":null,"seoTitle":null,"seoDescription":null,"isEscalated":null,"placeholder":false,"originalMessageForPlaceholder":null,"messagePolicies":{"__typename":"MessagePolicies","canModerateSpamMessage":{"__typename":"PolicyResult","failureReason":{"__typename":"FailureReason","message":"error.lithium.policies.feature.moderation_spam.action.moderate_entity.allowed.accessDenied","key":"error.lithium.policies.feature.moderation_spam.action.moderate_entity.allowed.accessDenied","args":[]}}},"archivalData":null,"customFields":[]},"Conversation:conversation:715635":{"__typename":"Conversation","id":"conversation:715635","solved":true,"topic":{"__ref":"ForumTopicMessage:message:715635"},"lastPostingActivityTime":"2021-07-28T09:50:48.360+10:00","lastPostTime":"2021-07-28T09:50:48.360+10:00","unreadReplyCount":10,"isSubscribed":false},"ModerationData:moderation_data:715635":{"__typename":"ModerationData","id":"moderation_data:715635","status":"UNMODERATED","rejectReason":null,"isReportedAbuse":false,"rejectUser":null,"rejectTime":null,"rejectActorType":null},"Revision:revision:715635_1":{"__typename":"Revision","id":"revision:715635_1","lastEditTime":"2021-07-23T13:10:25.055+10:00"},"ForumReplyMessage:message:716160":{"__typename":"ForumReplyMessage","id":"message:716160","conversation":{"__ref":"Conversation:conversation:715635"},"author":{"__ref":"User:user:155885"},"revisionNum":1,"uid":716160,"depth":6,"hasGivenKudo":false,"subscribed":false,"board":{"__ref":"Forum:board:Sales_and_Purchases"},"subject":"Re: Customise reports","readOnly":true,"editFrozen":false,"moderationData":{"__ref":"ModerationData:moderation_data:716160"},"parent":{"__ref":"ForumReplyMessage:message:716143"},"body":"

Steven_M - now we're getting a little out of my league.

","body@stringLength":"919","rawBody":"

- now we're getting a little out of my league.

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display: inline-block;\n }\n\n .footer-links-wrapper ul li a {\n margin-right: 20px;\n }\n\n .footer-links-wrapper-2 {\n justify-content: space-between;\n }\n}\n\n.myob-social-links a:hover .myob-icon {\n fill: #969ea7;\n}\n\n.myob-social-links .myob-icon {\n -webkit-transition: fill 0.2s ease-out;\n transition: fill 0.2s ease-out;\n fill: #687480;\n}\n\n.myob-social-links .myob-icon a {\n -webkit-transition: color 0.2s ease-out;\n transition: color 0.2s ease-out;\n color: #969ea7;\n text-decoration: none;\n}\n\n.myob-footer-copyright {\n color: #687480;\n padding-right: 20px;\n}\n\n.myob-footer-copyright a,\n.myob-footer-copyright a:hover {\n color: var(--lia-rte-custom-color-18);\n}\n\n.myob-social-links {\n margin-bottom: 0;\n}\n\n.myob-social-links li {\n float: left;\n margin-bottom: 0;\n line-height: 0;\n}\n\n.myob-social-links li + li {\n margin-left: 1.25em;\n}\n\n.myob-social-links li a:before {\n content: \" \";\n display: inline-block;\n width: 24px;\n height: 24px;\n background-size: contain;\n background-position: center;\n}\n.myob-social-links .twitter a:before {\n background: url(\"data:image/svg+xml;charset=utf8,%3Csvg xmlns='http://www.w3.org/2000/svg' viewBox='0 0 24 24'%3E%3Ctitle%3EAsset 6%3C/title%3E%3Cg id='Layer_2' data-name='Layer 2'%3E%3Cg id='Layer_1-2' data-name='Layer 1'%3E%3Cpath d='M12,0A12,12,0,1,0,24,12,12,12,0,0,0,12,0Zm5.33,10c0,.12,0,.23,0,.35A7.75,7.75,0,0,1,5.4,16.92a5.48,5.48,0,0,0,4-1.13A2.73,2.73,0,0,1,6.89,13.9a2.73,2.73,0,0,0,1.23,0,2.73,2.73,0,0,1-2.19-2.67v0a2.73,2.73,0,0,0,1.23.34,2.73,2.73,0,0,1-.84-3.64,7.74,7.74,0,0,0,5.62,2.85,2.76,2.76,0,0,1-.07-.62,2.73,2.73,0,0,1,4.72-1.86,5.49,5.49,0,0,0,1.73-.66c-.2.64-.23.87-.79,1.21a1.46,1.46,0,0,0,1.34,0A5.8,5.8,0,0,1,17.33,10Z' style='fill:%23687480'/%3E%3C/g%3E%3C/g%3E%3C/svg%3E\")\n no-repeat;\n}\n\n.myob-social-links .googleplus a:before {\n background: url(\"data:image/svg+xml;charset=utf8,%3Csvg xmlns='http://www.w3.org/2000/svg' viewBox='0 0 24 24'%3E%3Ctitle%3EAsset 4%3C/title%3E%3Cg id='Layer_2' data-name='Layer 2'%3E%3Cg id='Layer_1-2' data-name='Layer 1'%3E%3Cpath d='M12,0A12,12,0,1,0,24,12,12,12,0,0,0,12,0ZM9,17.5a5.5,5.5,0,1,1,4.1-9.17L11.61,9.67a3.5,3.5,0,1,0,.56,3.84H9v-2h4.47a1,1,0,0,1,1,1.11A5.49,5.49,0,0,1,9,17.5Zm10.5-4v2h-2v-2h-2v-2h2v-2h2v2h2v2Z' style='fill:%23687480'/%3E%3C/g%3E%3C/g%3E%3C/svg%3E\")\n no-repeat;\n}\n\n.myob-social-links .facebook a:before {\n background: url(\"data:image/svg+xml;charset=utf8,%3Csvg xmlns='http://www.w3.org/2000/svg' viewBox='0 0 24 24'%3E%3Ctitle%3EAsset 1%3C/title%3E%3Cg id='Layer_2' data-name='Layer 2'%3E%3Cg id='Layer_1-2' data-name='Layer 1'%3E%3Cpath d='M12,0A12,12,0,1,0,24,12,12,12,0,0,0,12,0Zm3.51,12H13.2v7.2h-3V12H8.4V9.58h1.8V8.29A2.61,2.61,0,0,1,13,5.4h2.6V7.77H13.81a.58.58,0,0,0-.61.66V9.58h2.56Z' style='fill:%23687480'/%3E%3C/g%3E%3C/g%3E%3C/svg%3E\")\n no-repeat;\n}\n\n.myob-social-links .linkedin a:before {\n background: url(\"data:image/svg+xml;charset=utf8,%3Csvg xmlns='http://www.w3.org/2000/svg' viewBox='0 0 24 24'%3E%3Ctitle%3EAsset 5%3C/title%3E%3Cg id='Layer_2' data-name='Layer 2'%3E%3Cg id='Layer_1-2' data-name='Layer 1'%3E%3Cpath d='M12,24A12,12,0,1,0,0,12,12,12,0,0,0,12,24Zm1.82-10.71a1.2,1.2,0,0,0-1.2,1.2v4.2h-3s0-7.2,0-7.8h3v.89A3.72,3.72,0,0,1,15,10.91c1.78,0,3,1.29,3,3.78v4H15v-4.2A1.2,1.2,0,0,0,13.82,13.29ZM6.91,9.69h0A1.47,1.47,0,0,1,5.4,8.2,1.44,1.44,0,0,1,6.93,6.75a1.47,1.47,0,1,1,0,2.94Zm1.51,9h-3v-7.8h3Z' style='fill:%23687480'/%3E%3C/g%3E%3C/g%3E%3C/svg%3E\")\n no-repeat;\n}\n\n.myob-social-links .instagram a:before {\n background: url(\"data:image/svg+xml;base64,PHN2ZyBjbGFzcz0ibXlvYi1pY29uIiB2aWV3Qm94PSIwIDAgMjQgMjQiIHhtbG5zPSJodHRwOi8vd3d3LnczLm9yZy8yMDAwL3N2ZyI+IDxwYXRoIGQ9Ik0xMiAwYzYuNjE3IDAgMTIgNS4zODMgMTIgMTIgMCA2LjYxNi01LjM4MyAxMi0xMiAxMlMwIDE4LjYxNiAwIDEyQzAgNS4zODQgNS4zODMgMCAxMiAwem03IDE2LjE2NlY3LjgzYzAtMS41Ni0xLjI3LTIuODMtMi44MzMtMi44M0g3LjgzM0M2LjI3MSA1IDUgNi4yNyA1IDcuODN2OC4zMzVDNSAxNy43MjkgNi4yNzEgMTkgNy44MzMgMTloOC4zMzRDMTcuNzMgMTkgMTkgMTcuNzMgMTkgMTYuMTY2ek04LjU0NSA5LjUyTDggOS41MjRWNmgxdjIuODgxYy0uMTcyLjE5Ny0uMzIzLjQxLS40NTUuNjM5ek0xNSAxMS41YzAgMS42NTYtMS4zNDQgMy0zIDMtMS42NTcgMC0zLTEuMzQ0LTMtMyAwLTEuNjU3IDEuMzQzLTMgMy0zIDEuNjU2IDAgMyAxLjM0MyAzIDN6bS01LTMuNDQ0VjZoNi4xNjdDMTcuMTc4IDYgMTggNi44MjIgMTggNy44MzF2MS42N2wtMi41NTMuMDA1QzE0Ljc1NCA4LjMxMyAxMy40NzcgNy41IDEyIDcuNWMtLjczMSAwLTEuNDA5LjIxMi0yIC41NTZ6TTE2IDhoMVY3aC0xdjF6TTcgOS41MjRsLTEgLjAwM1Y3LjgzMmMwLS43MS40MDktMS4zMTggMS0xLjYyMnYzLjMxNHoiIGZpbGw9IiM2ODc0ODAiIGZpbGwtcnVsZT0iZXZlbm9kZCIvPiA8L3N2Zz4=\")\n 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padding: 2.5rem var(--lia-bs-grid-gutter-width);\n margin: 0 auto;\n font-size: 0.875rem;\n\n @media (min-width: 576px) {\n max-width: 33.75rem;\n }\n\n @media (min-width: 768px) {\n max-width: 45rem;\n padding: 2.5rem calc(var(--lia-bs-grid-gutter-width) * 0.5);\n }\n\n @media (min-width: 992px) {\n max-width: 60rem;\n }\n\n @media (min-width: 1260px) {\n max-width: var(--lia-container-max-width);\n }\n}\n\n.custom_widget_Custom_Footer_footer-links-wrapper_7twck_40 {\n display: flex;\n justify-content: flex-start;\n flex-wrap: wrap;\n width: 100%;\n color: var(--lia-rte-custom-color-18);\n\n ul {\n list-style: none;\n padding: 0;\n flex: 100%;\n margin-bottom: 0;\n\n li {\n a {\n color: var(--lia-rte-custom-color-18);\n padding: 0.3125rem 0;\n display: inline-block;\n }\n }\n }\n\n + .custom_widget_Custom_Footer_footer-links-wrapper_7twck_40 {\n border-top: 1px solid #687480;\n margin-top: 1.25rem;\n padding-top: 1.25rem;\n }\n}\n\n.custom_widget_Custom_Footer_footer-text-wrapper_7twck_69 {\n color: var(--lia-rte-custom-color-18);\n width: 100%;\n}\n\n.custom_widget_Custom_Footer_footer-text-wrapper_7twck_69 p {\n margin-bottom: 0;\n}\n\n.custom_widget_Custom_Footer_footer-social-wrapper_7twck_78 {\n display: flex;\n justify-content: space-between;\n color: var(--lia-rte-custom-color-18);\n border-top: 1px solid var(--lia-rte-custom-color-18);\n margin-top: 1.25rem;\n padding-top: 1.25rem;\n width: 100%;\n}\n\n.custom_widget_Custom_Footer_footer-links-wrapper_7twck_40 .custom_widget_Custom_Footer_footer-social-wrapper_7twck_78 ul li {\n width: auto;\n display: inline-block;\n}\n\n.custom_widget_Custom_Footer_footer-links-wrapper_7twck_40 .custom_widget_Custom_Footer_footer-social-wrapper_7twck_78 ul li a {\n padding: 0;\n margin-right: 0;\n border-radius: 0.75rem;\n}\n\n@media (min-width: 992px) {\n .custom_widget_Custom_Footer_footer-text-wrapper_7twck_69,\n 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Hi Aileen_6300

The Purchases [Supplier Detail] report should be able to produce that information - Reports>>Purchases>>Supplier.

This report will list the Item/Account that was used on the purchase. You can even insert the job number (or name) through the Insert/Modify>>Show Hide option.

","body@stripHtml({\"removeProcessingText\":true,\"removeSpoilerMarkup\":true,\"removeTocMarkup\":true,\"truncateLength\":200})@stringLength":"235","postTime":"2021-07-26T06:45:35.079+10:00","lastPublishTime":"2021-07-26T06:45:35.079+10:00","images":{"__typename":"AssociatedImageConnection","edges":[],"totalCount":0,"pageInfo":{"__typename":"PageInfo","hasNextPage":false,"endCursor":null,"hasPreviousPage":false,"startCursor":null}},"attachments":{"__typename":"AttachmentConnection","pageInfo":{"__typename":"PageInfo","hasNextPage":false,"endCursor":null,"hasPreviousPage":false,"startCursor":null},"edges":[]},"solution":true,"metrics":{"__typename":"MessageMetrics","views":2331},"placeholder":false,"originalMessageForPlaceholder":null,"videos":{"__typename":"VideoConnection","edges":[],"totalCount":0,"pageInfo":{"__typename":"PageInfo","hasNextPage":false,"endCursor":null,"hasPreviousPage":false,"startCursor":null}},"isEscalated":null,"entityType":"FORUM_REPLY","eventPath":"category:AccountRight/category:Support/community:myobboard:Sales_and_Purchases/message:715635/message:715779","customFields":[],"readOnly":true,"editFrozen":false,"body@stringLength":"575","rawBody":"

The Purchases [Supplier Detail] report should be able to produce that information - Reports>>Purchases>>Supplier.

This report will list the Item/Account that was used on the purchase. You can even insert the job number (or name) through the Insert/Modify>>Show Hide option.

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Hi Aileen_6300

","body@stringLength":"723","rawBody":"

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Customise reports","moderationData":{"__ref":"ModerationData:moderation_data:716182"},"body":"

Hi Aileen_6300 , if all you see is the formula, then the column is probably formatted as text. To see the formula result, you need to format the column as eg number before adding any formulae.

Usually you need to delete that column and start over.

Wrapping the formula in an if statement is one way to hide zeroes, or you can extend the number format code. These codes have 4 parts separated by semicolons, these are positive, negative, zero and text. So for example 0.00;-0.00;;@ would also hide the zero. (To see the format code, after selecting your format, select the custom option and edit the code there).

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Hi , if all you see is the formula, then the column is probably formatted as text. To see the formula result, you need to format the column as eg number before adding any formulae.

Usually you need to delete that column and start over.

Mike_James thank you - yes, I deleted the column and formatted as suggested and all good.

For my future reference: is there a way to ensure when exporting to Excel from MYOB that the data comes across as numbers and not text... it gets a bit frustrating having to reformat everything when I do my reports?

I really appreciate your input.

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thank you - yes, I deleted the column and formatted as suggested and all good.

I really appreciate your input.

Hi Aileen_6300 can you give me an example of a number field that comes across to Excel as text, and which report?

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Hi can you give me an example of a number field that comes across to Excel as text, and which report?

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