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 ...
Reports: Ability to create own report
Jennifer_Kelly
4 years agoSuper Partner
Hi Khman ,
It sounds like you want a report that will show for each individual Invoice the Ship to/Delivery adress presumably to help you to organise your delivery runs?
Our Addon solution BI4cloud Business Intelligence will allow you to flexibly report over the various fields and dimensions on every Sales Invoice.
As a simple example see below, this shows a selection of columns that you can choose to wshow or hide:
- For a selected date range ( you can even choose a specific day or week)
- Invoice Number
- Ship to Compoind that shows the full Ship to address in one string /one field
- Ship to Name
- Ship to address broken down by Street/City/State/Postcode - we can only get this further breakdown when you have each Ship to adress setup as a separate Customer card and then use the option to Select customer card in the Ship to field
- See Report by "Ship to" not just "Invoice to" Address in MYOB
The Above report is able to be created in all of our versions:
- Lite version ( $20+gst/mth) Create the report each time you need it
- Professional version ( $40+gst/mth) Create the report once and save to reuse over and over; or
- Enterprise version ( $60+gst/mth) Create the report once and save auto email out daily/weekly/monthly to reuse over and over
I know you say you only want this one report but you will also get all of our other reports included in the above pricing.
We have many other customers in the packaging business who also love our reports covering:
- Sales and Margin Analysis see - Sales - Understand your Margins
- Aged Receivables - AR Aged Receivables - Instantly Improve Cashflow
- Inventory including Inventory re-order and comparison of Inv on hand v what is and is not selling
So please do the free trial and I can help you to see how your Ship to data can be used to report then you can determine if it saves you time and improves accuracy.
Jennifer Kelly CA
BI4Cloud
02 8011 1511
bi4cloud.com
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