Forum Discussion

MFitzgerald's avatar
MFitzgerald
Contributing User
3 years ago
Solved

Export budget reports to csv

I don't seem to be able to export my budget reports to CSV.  I can export to Excel and PDF OK.  The option is there to export to CSV, but nothing happens when I click on it.   Many thanks.
  • Yanike_S's avatar
    Yanike_S
    3 years ago

    Hi djerrard 

     

    We are still working on getting the export to CSV working again, but in the meantime we have found if you add a GST clearing account you are able to export your budget to CSV. Click on your business name in the top right corner>>Report Settings>>Select your GST clearing account. You can create a dummy account and disable this after you downloaded your CSV file.

     

    Let me know how you get on with this.

Yanike_S's avatar
Yanike_S
MYOB Moderator
3 years ago

Hi MFitzgerald 

 

Thanks for your post. We are aware of when choosing the CSV option in the Export menu on the Budget report, nothing happens in the browser version of AccountRight. At the moment our team is investigating this issue. Thanks for bringing this to our attention.

  • tballinger's avatar
    tballinger
    User
    3 years ago

    A dump from the browser console. I suggest looking in the prod.js javascript file 

     

    prod.js:2 Uncaught TypeError: Cannot read properties of undefined (reading 'id')
    at a.value (Budgeting.js:548:25)
    at a.value (EditBudgetControlBar.js:38:7)
    at n.value (index.js:66:18)
    at Object.u (createManager.js:122:46)
    at a.selectItem (MenuItem.js:40:32)
    at Object.s (react-dom.production.min.js:14:84)
    at h (react-dom.production.min.js:14:238)
    at react-dom.production.min.js:14:292
    at v (react-dom.production.min.js:15:72)
    at ot (react-dom.production.min.js:52:170)

    • Yanike_S's avatar
      Yanike_S
      MYOB Moderator
      3 years ago

      Hi tballinger,

       

      Thanks for your post. This is currently being investigated by our development team, I have passed on your feedback. If you need assistance please don't hesitate to start a new post with details of your issue and we'll be happy to help.

  • djerrard's avatar
    djerrard
    Experienced User
    3 years ago

    In the absence of a budget "Export to CSV" is there somewhere else I can find the CSV file structure required for an "Import CSV" budget option?  That's what I really want to do, and "Export to CSV" is the only published option for defining the file structure.  Is there some doco elsewhere which I can use instead?

    • Yanike_S's avatar
      Yanike_S
      MYOB Moderator
      3 years ago

      Hi djerrard 

       

      Thanks for your post. You could look at exporting the budget from the AccountRight sample file under File>>Import/Export Assistant>>Export Data>>Accounts>>Budgets.

       

      Read more about that here: Import and export fields and Using an import template.

      • djerrard's avatar
        djerrard
        Experienced User
        3 years ago

        Thanks Yanike,

         

        I have a confession - I'm actually using "MYOB Essentials Accounting + Payroll" and not "AccountRight" as per this forum path.  Sorry!  However the problem I'm experiencing seems to be exactly the same as the one described in the original post.

        • I can create a budget
        • I can see "Import" and "Export" buttons - both of which provide "CSV" as a file format option
        • When I attempt to "Export to CSV" nothing happens
        • When I attempt to "Import from CSV" I get taken to a screen which suggests I should export my current budget to create a CSV file and then edit from there - however that "Export to CSV" button doesn't work either!

         

        Don't have a CSV file?

        Export your current budget as a CSV file and use excel or similar to edit it.

         

        Pretty frustrating, but I'm over it now. As long as this bug gets logged and addressed in time for my next round of budgeting I'll be happy!

         

        Cheers,
        David