Hi,
I've been struggling with MYOB for a while trying to make the custom report I want and finally dropped the idea.
To create a custom report: I need to open a prebuilt report, then select the ...
It would be beneficial if all data fields are available for selection in the reports module. We utilise most data fields in the inventory and card files. We have over 2000 card files and 6000 inventory items and rising. The limited information we can get through the reporting module is causing extra unnecessay workloads.
To be able to access most of the fields from an Item, Customer and Supplier card and from invoices themselves to use in your reporting, to filter and sumarise by can I suggesst that you look at some of the Advanced Reproting Addon solutions - https://www.myob.com/au/addons/
A number of these solutions will definitely help open up your MYOB data for more flexible and automated reporting.
As an example our Business Intelligence solution BI4Cloud lets you report on Item Sales while accessing fileds including:
- Customer State, Country, Custom Lists & Fields, Salesperson, Last Sales Date etc
- Item Custom Lists & Fields, Average and Standard cost
- Supplier Custom Lists & Fields,
- Invoice - Ship to address, Referal source, Customer PO, Invoice Memo, Salesperson
- Sales reports incluce $Sales, Qty, Gross Profit & margin by most of the above fields
- Transactions by day, week, quarter year and running over all prior year data for use in comparisons
These fields can all be accessed in the one report covering elements like the Type or location of customers v the type of product, brands v the Salesperson selling them.
Some examples of how clients us BI4Cloud to solve a common problem - Which Customers have stopped buying
Most of these reports are prebuilt and are available as soon as you connect up BI4Cloud. All details and a 14 day free trial are available at bi4cloud.com.
I hope this helps
Jennifer Kelly CA
02 8011 1511
BI4cloud